Group 1 - The article discusses the potential investment opportunities in the energy sector due to extreme weather conditions, highlighting the significant increase in electricity consumption driven by historical high temperatures in China and globally [3][4] - The coal sector, particularly related to thermal power generation, is identified as a key area of focus, benefiting from increased demand due to extreme weather and supportive policies aimed at capacity reduction [3] - The market has shown a notable increase in the electricity sector, with a rise of over 3% in related stocks, driven by the high electricity load and the acceleration of domestic grid construction, especially in ultra-high voltage transmission projects [4]