Group 1: Commercial Aerospace Sector - The commercial aerospace sector experienced a rebound, with significant gains in related industries such as military electronics, satellite navigation, and aircraft engines. Notable stocks like Xinle Energy and Chaojie Co. achieved a 20% limit-up [2][4] - The China National Space Administration reported the successful launch of the Long March 12 rocket, marking a significant milestone in commercial aerospace [4][5] - Blue Arrow Aerospace, a leading private aerospace company in China, completed its IPO counseling, focusing on the development and operation of medium to large launch vehicles using liquid oxygen and methane [5][6] Group 2: Power Equipment Sector - The power equipment sector saw substantial growth, with stocks like Megmeet and Zhongheng Electric hitting their daily limit-up [9][10] - Data centers are becoming a core application area for the power equipment industry, driven by the increasing demand for AI infrastructure. The global data center installed capacity is expected to exceed 100 GW by 2025, with significant growth rates projected from 2024 to 2030 [12] - The evolution of AI data centers (AIDC) is leading to new demands for power solutions, including supercapacitors and battery backup units (BBU), to stabilize power supply and enhance energy storage efficiency [12]

Group 1: Commercial Aerospace Sector - The commercial aerospace sector experienced a rebound, with significant gains in related industries such as military electronics, satellite navigation, and aircraft engines. Notable stocks like China Satellite (600118) and Aerospace Engineering (603698) saw substantial increases, with 17 out of 18 aerospace-related stocks rising [1][2] - Recent events in the commercial aerospace field include the successful launch of the Long March 12 rocket and the completion of the IPO counseling for Blue Arrow Aerospace, a leading private aerospace company in China [5][6][7] Group 2: Power Equipment Sector - The power equipment sector saw a significant rise, with stocks like Megmeet (002851) reaching historical highs and a market capitalization of 51.87 billion [1][9] - The demand for power equipment is driven by the growth of data centers, which are becoming critical infrastructure for AI development. The global data center installation capacity is expected to exceed 100 GW by 2025, with a projected growth rate of 21% to 15% from 2024 to 2030 [11][12]