Group 1 - The electric power and grid sector is experiencing a boost from policy support, with the State-owned Assets Supervision and Administration Commission emphasizing the expansion of effective investment in computing power and promoting the synergy between "computing power + electricity" to strengthen the foundation of the artificial intelligence industry [1] - The State Council issued an implementation opinion on improving the national unified electricity market system, aiming to establish a unified electricity market by 2030, with a target of approximately 70% of electricity transactions being market-based [1] - According to customs data, the total export value of transformers in China is expected to reach 64.6 billion yuan by 2025, reflecting a nearly 36% year-on-year increase, indicating a rise in the export market for grid equipment [1] - Zhongyuan Tong (301516), as a company in the electric power equipment sector, may indirectly benefit from the trend of expanded investment in the grid [1] Group 2 - Zhongyuan Tong's stock price has shown volatility over the past seven trading days, closing at 16.82 yuan on February 12, with a slight increase of 0.06% on that day and a total trading volume of 36.72 million yuan [2] - The stock has experienced a cumulative increase of 2.62% over the past five days, with a price range fluctuation of 3.28%, reaching a high of 17.05 yuan and a low of 16.51 yuan during this period [2] - The technical indicators suggest that the stock price is near the upper Bollinger Band resistance level of 17.2 yuan, with a support level around 16.16 yuan, and the MACD indicator shows a mild upward trend, although overall trading volume remains neutral [2] - The electric power equipment sector has risen by 1.65% during the same period, with Zhongyuan Tong slightly outperforming the broader market index, which saw a 0.05% increase in the Shanghai Composite Index [2]
电力设备板块受政策提振，中远通股价震荡微涨