Group 1 - The electric grid equipment sector experienced a significant surge, with companies like Zhongneng Electric and Shunma Power reaching their daily limit up [1] - The surge was catalyzed by comments from Microsoft and OpenAI's CEO, indicating that the current challenge in the AI industry is not an excess of computing power but a lack of sufficient electricity to support all GPU operations [1] - Zhongneng Electric, a key player in the medium voltage distribution equipment sector, has been focusing on smart power distribution for over 20 years and has established a comprehensive industrial layout covering smart grids, rail transit, and green energy [2][4] Group 2 - Zhongneng Electric's core business focuses on the research, production, and sales of smart distribution equipment, with main products including prefabricated cable accessories, ring main units, and box-type substations [4] - The company holds a leading position in the domestic market for medium voltage prefabricated cable accessories and has received certifications from authoritative bodies such as KEMA in Europe and LAPEM in North America, exporting to over 30 countries [4] - Zhongneng Electric collaborates with research institutions like the Fujian Electric Power Research Institute and Xi'an Jiaotong University to continuously innovate its product matrix, with its ELE12KV C-GIS ring main unit leading in the domestic market [4]