突发！这个板块，大面积涨停！重磅消息传来！

Core Viewpoint - The electric equipment sector experienced a significant surge, driven by a UBS report predicting a 10-year super cycle in China's electricity demand, with annual growth rates expected to double from previous estimates [1][6]. Group 1: Market Reaction - The electric equipment sector saw a rise of nearly 4% in the afternoon, with around 30 stocks hitting the daily limit or increasing over 10% [1][2]. - Notable performers included Can Energy, which reached a 30% limit up, and other companies like Yinen Power and Zhongzhi Technology showing substantial gains [1][2]. Group 2: UBS Report Insights - UBS's report forecasts that from 2028 to 2030, China's electricity demand will grow at an annual rate of 8%, marking the beginning of a sustained super cycle in the domestic electricity industry [1][6]. - The report emphasizes that this growth is not merely a short-term reaction but is supported by structural changes in demand, supply reshaping, and policy backing [6]. Group 3: Demand Drivers - The core drivers of the electricity super cycle include structural changes in demand from new productive forces, traditional industry upgrades, and rising consumer spending [6][7]. - The report highlights that the electricity consumption from new energy vehicles and data centers is expected to grow at an average annual rate exceeding 15% over the next five years [6][7]. Group 4: Supply Side Dynamics - The supply side is undergoing significant restructuring under the dual carbon goals, with predictions that the share of renewable energy in domestic power generation will rise from 31% to over 50% in the next five years [8]. - Traditional coal power is transitioning to become a stabilizer in the power system, with integrated projects combining coal power and energy storage becoming mainstream [8]. Group 5: Policy Support - The strong policy attributes of the electricity sector provide a solid foundation for the super cycle, with national plans and funding mechanisms supporting renewable energy and grid construction [9]. - The State Grid plans to invest over 1.2 trillion yuan in the next three years to build ultra-high voltage and smart grid infrastructure to address supply-demand mismatches [9].