Core Viewpoint - The recent policy announcement by multiple government departments aims to promote the construction of high-power charging facilities, targeting over 100,000 installations by the end of 2027, which has led to a significant surge in related stocks in the A-share market [1][6][10]. Charging Infrastructure Sector - The State Development and Reform Commission, along with other departments, released a notification emphasizing the need for scientific planning and construction of high-power charging facilities, focusing on local economic conditions and the distribution of electric power resources [6][7]. - The notification encourages the integration of charging stations with commercial services such as dining and shopping to enhance user experience [7]. - The policy aims to accelerate the domestic production of key components like high-voltage silicon carbide modules and main control chips, promoting an overall upgrade of the charging industry chain [9]. Electric Power Sector - Following the announcement, the electric power sector also experienced a collective rise, with several companies reaching their daily limit on stock price increases, driven by increased electricity demand due to high temperatures [11][12]. - Recent data indicates that the national maximum electricity load reached a historical high of 1.465 billion kilowatts, with significant increases in various provinces [13]. - Analysts suggest that the ongoing high temperatures will continue to drive electricity demand, and they recommend focusing on the electric power sector for investment opportunities [14][15].
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