"电力AIAgent“稳步推进，新型电力系统激活新试点

Investment Rating - The industry investment rating is "Positive (Maintain)" [6] Core Viewpoints - The report highlights the steady advancement of the "Electricity AI Agent" and the activation of new pilot projects for the new power system, focusing on innovative technologies and models to drive breakthroughs in construction [9] - The dual deep coupling of AI and electricity is expected to enhance resource allocation efficiency and foster a collaborative development environment for the "energy-computing" ecosystem [9] Summary by Sections Industry Overview - The report discusses the establishment of pilot projects for the new power system, emphasizing the exploration of new technologies and models in typical cities [9] - Key focus areas include grid-type technology, system-friendly renewable energy stations, intelligent microgrids, and virtual power plants [9] Investment Recommendations and Targets - Suggested companies to focus on include: - "Electricity AI Agent" application segment: Dongfang Electronics (000682, Not Rated), Guoneng Rixin (301162, Accumulate), Zhiyang Innovation (688191, Not Rated), State Grid Xintong (600131, Not Rated), Teradyne (300001, Buy), and Anke Rui (300286, Buy) [9] - AI server power supply segment: Magmi (002851, Not Rated), Zhongheng Electric (002364, Not Rated), Hewei Electric (603063, Not Rated), Oulu Tong (300870, Not Rated), Kehua Data (002335, Not Rated), and Keda (002518, Not Rated) [9] - AIDC power supply segment: Jinpan Technology (688676, Buy), Mingyang Electric (301291, Not Rated), Weiteng Electric (688226, Not Rated), Liangxin Co. (002706, Not Rated), Chint Electric (601877, Not Rated), and Samsung Medical (601567, Not Rated) [9]