B[The concept of power grid equipment is active, and Baobian Electric has reached its daily limit] On October 12, the concept of power grid equipment has been active, and Baobian Electric has reached its daily limit, followed by Yineng Electric, Shuangjie Electric, Caneng Electric, China Xidian, and Heshun Electric. In terms of news, it is reported that during the "15th Five-Year Plan" period, China will invest more than 5 trillion yuan in building a new power grid, which will far exceed the scale of the "14th Five-Year Plan" period. By 2030, a new power grid will be initially built, which can efficiently support the consumption of more than 2.8 billion kilowatts of new energy. B[The power grid equipment sector fluctuated higher, Zhiguang Electric hit the daily limit] On September 21, the power grid equipment sector fluctuated higher in the afternoon, with Zhiguang Electric hitting the daily limit, Huatong Cable approaching the daily limit, and Future Electric, Xinhongtai, Kaifa Electric, Liangxin Co., Ltd., and Jinguan Electric leading the gains. In terms of news, CCTV Finance reported that since this year, solid-state transformers (SSTs), as core power equipment, have accelerated out of the laboratory and have been implemented in intelligent computing centers, heavy truck supercharging stations, and new distribution networks. Demonstration projects have continued to be rolled out, and the industrialization process has accelerated. 2026 is regarded as the first year of the development of solid-state transformers. Mass production is expected to begin around 2027, and it is expected to form a market worth hundreds of billions in the future. B[The power grid equipment sector moved up and Sun Cable rose by the daily limit] On September 18th, the power grid equipment sector moved up in early trading, and Sun Cable rose by the daily limit. Shun Na Co., Ltd., China Super League Holdings, Hongxiang Co., Ltd., and Han Cable Co., Ltd. followed suit. In terms of news, TrendForce estimates that global data center power demand capacity will reach 161GW in 2026, an annual increase of approximately 31%. The main source of growth is AI Server, which is estimated to account for 33.4% of the overall demand capacity. B[Two Departments: Consolidating the Development Foundation of the Photonics Industry] On September 15th, the Ministry of Industry and Information Technology and the National Development and Reform Commission issued the "15th Five-Year Plan for the Development of Electronic Information Manufacturing Industry", which mentioned that the development foundation of the photonics industry should be consolidated. Promote breakthroughs in the core technologies of the photonics industry, support the R&D and iteration of simulation design software such as photonic design automation and optoelectronic collaborative design automation, build common process platforms such as micro-nano processing and manufacturing, and optoelectronic fusion integration, lay out research and development innovations in photonic functional materials and process materials, strengthen the supply of light generation, light processing, light sensing, integrated optical chips and micro-nano optical components, and carry out the R&D and industrialization of optical transceiver modules and engines, optical processing modules, laser radars and gyroscopes, and supporting electronic chip devices. Lay out pilot verification platforms around key areas and common needs in the photonics industry, promote achievement verification, process optimization, equipment selection, and technology integration, and accelerate new product development and industrial applications. Promote the penetration of photonic technology into key areas such as artificial intelligence, new communications, ubiquitous terminals, industrial manufacturing, medical health, high-end manufacturing, and urban security. B[China Mobile General Manager Chen Yangfan: Build a strong computing power infrastructure appropriately ahead of schedule. The total AIDC contract size exceeds 7GW] September 12th, at the opening ceremony and main forum of the 2026 China Computing Power Conference on September 12, China Mobile General Manager Chen Yangfan said that China Mobile will insist on building a strong computing power infrastructure appropriately ahead of schedule. Strengthen the overall planning of computing power and strive to build an intensive, efficient, safe and controllable, green and low-carbon computing power facility system. Jianqiang AI data center is connected to the deployment of the national "Eastern Data and Western Computing" project, laying out gigawatt-level data parks, innovating the computing and power collaboration and computing power enclave operation model, and the total AIDC contract scale exceeds 7GW. Build a strong supply of intelligent computing capabilities, continue to optimize the intelligent computing layout of "intensive center, ubiquitous edge, integrated training and push", accelerate the construction of inference clusters, and deploy multiple Wanka intelligent computing centers and distributed inference networks to ensure strong training stability and high inference production efficiency. Build a strong computing power interconnection network, promote intelligent connection between computing and millisecond computing, launch the world's first 400G OTN backbone network, build the world's largest intelligent Internet (G-SRv6), and strengthen the three-level low-latency computing power service circle of 1ms in the metropolitan area, 5ms in the provincial area, and 20ms nationwide. In the next step, China Mobile will coordinate the construction of intelligent computing centers, accelerate the upgrade to high value-added operation services, and enhance the supply of high-quality and high-performance computing power. (Securities Times) B[The power grid equipment sector moved up unexpectedly, Han Cable shares rose by the daily limit] On September 9th, the power grid equipment sector moved up during the session, Han Cable shares rose by the daily limit, Sifang shares hit the daily limit, Sun Cable, Rifeng Shares, Jinpan Technology, Tongguang Cable, Taiyong Changzheng followed suit. In terms of news, the National Energy Administration has recently deployed the construction of new power grids, accelerated the advancement of major power grid projects, and clearly integrated the construction of major transmission channels, main power grids, and distribution networks with technical directions such as artificial intelligence, flexible network construction, and intelligent control. Domestic power grid investment has entered the stage of releasing demand during the "15th Five-Year Plan". B[Power grid equipment sector continues to be strong, Sun Cable 2-connected board] According to reports on September 3, the power grid equipment sector continued to be strong yesterday, Sun Cable 2-connected board, Wangbian Electric, Honglin Electric Power, Baili Electric, Jinpan Technology, and Hanlan shares followed suit. In terms of news, on September 1, the National Energy Administration held a new power grid construction work deployment meeting. The meeting pointed out that the approval and construction of major power grid projects such as transmission channels will be accelerated. B[The power grid equipment sector fluctuated and rebounded, Far East Co., Ltd. and Sun Cable both hit their daily limits] On September 2, the power grid equipment sector fluctuated and rebounded in early trading. Far East Co., Ltd. and Sun Cable Co., Ltd. hit their daily limit, followed by Yangdian Technology, Shenma Power, Han Cable Co., Ltd., Yineng Power, Canneng Power, etc. In terms of news, the National Energy Administration held a new power grid construction work deployment meeting on September 1. It is proposed to accelerate the research and development and application of new power grid technologies such as artificial intelligence +, flexible network construction, intelligent regulation, and long-term energy storage to develop new productivity.
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