Heavy Electrical Equipment(IN40205.SH)

Super Cycle of Power Grid Equipment: "14th Five-Year Plan" Investment of 4 Trillion, Orders from Europe and America Ready to Surge

The super cycle of power grid equipment is approaching, with the State Grid Corporation planning to invest 4 trillion yuan during the "14th Five-Year Plan" period to promote the high-quality development of the power system. In the next 10 years, Europe needs to invest 3 trillion euros, while the United States is expected to invest 700 billion dollars to upgrade the grid. The global power grid equipment faces structural shortages, and Chinese power equipment companies are expanding into the global market with high delivery efficiency and cost advantages. Goldman Sachs pointed out that investment in the power grid will continue to grow, especially in distribution infrastructure

The A-share smart grid concept has seen a surge in activity, with State Grid Corporation's fixed asset investment expected to reach 4 trillion yuan during the 14th Five-Year Plan

A-share smart grid concept stocks performed actively, Tianwei hit the daily limit, and Ankura rose nearly 10%. The State Grid Corporation's fixed asset investment during the "14th Five-Year Plan" period is expected to reach 4 trillion yuan, a 40% increase compared to the "13th Five-Year Plan," aiming to promote the high-quality development of the new power system industry chain

Shanghai Electric Showcases Full-Scenario Energy Solutions at WFES 2026

Shanghai Electric Group Co. Ltd. showcased its energy solutions at WFES 2026 in Abu Dhabi, focusing on solar power, desalination, hybrid energy storage, hydrogen energy, and green fuels. The company hosted technical roadshows on energy-desalination coupling and grid stability, emphasizing its commitment to sustainable energy ecosystems and project delivery capabilities in global markets.

China XD: From January 8, 2026, to January 13, 2026, General Electric Singapore Company reduced its holdings in the company by a total of 103 million shares, accounting for 2% of the company's total share capital. General Electric Singapore Company has decided to terminate this share reduction plan early

Former Secretary of the Party Committee and Chairman of Shanghai Electric (Group) Company Zheng Jianhua was sentenced to death with a two-year reprieve in the first instance: 700 million yuan of embezzled public funds remains unreturned as of the time of the case. (The Paper)