Hard demand for computing power expansion! Power industry chain faces value reassessment

English summary

### Hard demand for computing power expansion! Power industry chain faces value reassessment Time: 2026-07-29 18:03:26 Content: As A-shares fluctuate and diverge, the power sector has clearly strengthened, with the core being a complete reshaping of industry logic. AI computing power expansion is constrained by power supply, and electricity has become the core bottleneck and rigid fuel restricting its large-scale deployment. In the first half of 2026, power consumption for charging/swapping and internet data services surged, confirming the structural opportunities brought by new energy and computing power expansion. Key links in the industry chain are as follows: 1. Grid equipment: As the intelligent hub connecting computing power and electricity, equipment segments such as smart grids, power supply systems, and UHV provide underlying support for green power integration and computing power dispatch. 2. Power plants: Power companies are shifting from single electricity sales to diversified value realization. Power plants that master green power resources and have integrated 'source-grid-load-storage' operation capabilities become the core 'shovel sellers' upstream of the AI industry. 3. Mining sub-scenarios: Weak-grid scenarios such as overseas mines have broad space. ...