Core Viewpoint - The article highlights the significant market movements in the electric power infrastructure and commercial aerospace sectors, driven by recent developments and investor interest. Electric Power Infrastructure Sector - The electric power infrastructure chain showed active performance, with flexible DC transmission, grid equipment, and ultra-high voltage sectors experiencing notable increases [5][9]. - Specific stocks such as Tongguang Cable and Zhongchao Holdings saw substantial gains, with Tongguang Cable rising by 19.98% [6]. - The global demand for electricity is expected to surge due to the expansion of AI data centers, which is creating a critical need for upgraded grid infrastructure [9]. - Citigroup's recent report indicates that the global electricity demand is set to expand exponentially, potentially becoming a bottleneck for AI technology development [9]. - The Chinese government's "14th Five-Year Plan" emphasizes the importance of a new energy system, which supports long-term opportunities in ultra-high voltage and smart grid sectors [9]. Commercial Aerospace Sector - The commercial aerospace sector continued its upward trend, with companies like Zhenlei Technology and Keqiang Co. experiencing significant stock price increases [11]. - Recent successful satellite launches and the establishment of new aerospace companies in China are contributing to the sector's growth [12]. - The launch of the first energy engineering satellite in China marks a significant milestone, showcasing advancements in radar remote sensing technology [12].