Core Viewpoint - The National Energy Administration has announced the public disclosure of a list of typical cases for electric energy quality management, aiming to enhance the management and service quality in the power sector [1][2]. Summary by Sections Notification of Public Disclosure - The National Energy Administration's Comprehensive Department has issued a notification regarding the public disclosure of typical cases in electric energy quality management, with a public comment period from October 11 to October 16, 2025 [3]. Typical Case Compilation - A compilation of typical cases for electric energy quality management has been prepared, categorized by case type without a specific ranking [4]. Case Examples - The list includes various cases such as: - "Management Practices for Compatibility of Urban Power Grids and Power Users' Electric Energy Quality" by Guangdong Power Grid Co., Ltd. [5] - "Electric Energy Quality Management, Service, and Guarantee for New Productive Forces in Urban Power Grids" by State Grid Shanghai Electric Power Company [5] - "Application Practices for Electric Energy Quality Improvement in Kunming High-tech Industrial Park" by Yunnan Power Grid Co., Ltd. [5] - "Comprehensive Governance of Electric Energy Quality Based on Unified Planning by Power Supply Enterprises" by State Grid Shandong Electric Power Company [5] - "Practices for Improving Electric Energy Quality Management by Dongguan Power Supply Bureau" by Guangdong Power Grid Co., Ltd. [5] Additional Case Examples - Further examples include: - "Application of Supercapacitor + Lithium Iron Phosphate Mixed Energy Storage in Frequency Regulation of Thermal Power Plants" by Datang Lubei Power Co., Ltd. [7] - "Exploration and Practice of Electric Energy Quality Management in Offshore Wind Power" by State Grid Zhejiang Electric Power Company [7] - "Comprehensive Governance Practices for Electric Energy Quality in Xiamen Urban Villages" by State Grid Fujian Electric Power Company [8] - "Management Practices for Electric Energy Quality in High-tech Manufacturing Enterprises with 'Zero Investment'" by State Grid Hubei Electric Power Company [9]

Core Viewpoint - The report from Huatai Securities emphasizes the growth opportunities in the data center hardware sector, driven by increasing demand for computing power, similar to the early development of the lithium battery equipment sector in the electric vehicle industry [1] Group 1: Market Trends - The market is currently focusing on the demand for data center hardware due to advancements in AI technology [1] - There is a parallel drawn between the rapid penetration and sales growth in the electric vehicle sector and the potential for the data center hardware sector [1] Group 2: Investment Opportunities - The report highlights specific hardware segments that are expected to benefit, including diesel generator sets, server power supplies, UPS, HVDC, BBU, supercapacitors, power quality management, liquid cooling, as well as supporting components like lead-acid batteries, relays, and fuses [1]

Core Viewpoint - The report from Huatai Securities emphasizes the potential growth in the data center hardware sector, driven by increasing demand for computing power, similar to the early development of the lithium battery equipment sector in the electric vehicle industry [1] Group 1: Market Trends - The market is currently focusing on the demand for computing power due to advancements in AI, which is expected to boost the hardware requirements for data centers [1] - The report suggests that the data center hardware sector should be viewed through the lens of the rapid growth experienced in the lithium battery equipment sector during the early penetration and sales increase of electric vehicles [1] Group 2: Investment Opportunities - The report identifies several hardware segments within the data center sector that present investment opportunities, including diesel generator sets, server power supplies, UPS, HVDC, BBU, supercapacitors, and power quality management systems [1] - Additional components such as lead-acid batteries, relays, and fuses are also highlighted as essential parts of the supporting infrastructure for data centers [1]