The AI power logic continues to ferment, the power sector rebounds, triggering a surge in limit-up stocks, Huadian Liaoning Energy has achieved 9 consecutive limit-ups

On March 26th, the power sector rebounded, with Huadian Liaoning Energy achieving a 9-day consecutive limit-up, and stocks such as Guangxi Energy and Jingyuntong hitting the daily limit. The explosion of AI computing power has driven the demand for electricity in data centers, making green electricity a core energy supply. Policy support has prompted data centers to transition to "green electricity first," with electricity costs accounting for about 45% of data center expenses. Huatai Securities pointed out that the synergy between computing and electricity will accelerate the implementation of green electricity projects, enhance the scheduling rights and value of green electricity, and promote medium- to long-term growth in the industry