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Core Insights - The electric grid sector is experiencing significant growth due to favorable policies, with the State Council recently issuing guidelines to establish a unified national electricity market by 2030, aiming for market-based transactions to account for approximately 70% of total electricity consumption [1] - The demand for electric grid infrastructure is being driven by both domestic and international factors, including increased electricity consumption from global data centers and accelerated domestic projects in ultra-high voltage and main grid construction [1][2] Policy Impact - The implementation of the national electricity market system is a key reform initiative that will stimulate investment in core infrastructure such as ultra-high voltage and grid equipment, providing sustained momentum for industry development [1] - By 2035, the market functions are expected to mature further, with a steady increase in the proportion of market-based electricity transactions [1] Market Demand - The global surge in data center construction and AI computing power is leading to higher electricity consumption and increased pressure on electric grids, necessitating upgrades and expansions [1] - Domestic projects are set to accelerate, with multiple key projects expected to be completed by 2025 and a new round of projects starting in 2026, alongside a high integration of renewable energy sources [1] Export Opportunities - China's core electric grid equipment, such as transformers, is gaining competitive advantages in international markets due to mature technology, a complete industrial chain, and high cost-performance ratios [1]