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On April 10th, the power equipment sector became active again, with Lijia Technology (920237.BJ) hitting the daily limit of a 30% increase, XWANDA (300207.SZ) and Xinyu Ren (688573.SH) hitting the daily limit of a 20% increase, and Shengyang Co., Ltd. (002580.SZ), China Power (600482.SH), Guoxuan High-Tech (002074.SZ), Oujing Technology (001269.SZ), Deye Co., Ltd. (605117.SH), Shida Shenghua (603026.SH), Haopeng Technology (001283.SZ), and Zhongheng Electric (002364.SZ) also reaching their daily limits.
In terms of news, the U.S. Energy Information Administration (EIA) stated in its &#34;Short-Term Energy Outlook&#34; on Tuesday (April 7th) that U.S. electricity consumption is expected to reach a new high for the second consecutive year in 2025, with further increases anticipated in 2026 and 2027. The EIA predicts that U.S. electricity demand will rise from a record 4,195 billion kilowatt-hours in 2025 to 4,244 billion kilowatt-hours in 2026 and 4,381 billion kilowatt-hours in 2027. This is mainly due to the increase in artificial intelligence data centers, as well as more electricity usage in homes and businesses, reducing the use of fossil fuels for heating and transportation.
CITIC Construction Investment Securities research report points out that China's power equipment exports are entering a golden development period. Customs data for January-February 2026 shows that China's transformer export growth rate remains above 40%, continuing a high growth trend, confirming strong overseas demand. In terms of market segments, the demand for transformers in the U.S. and European markets is globally leading, with sustained high demand and tight supply and demand. Chinese companies are maintaining high growth in North America, which is expected to continue to enhance market penetration. With the U.S. and Europe siphoning global production capacity, Chinese companies are experiencing significant volume in the Middle East, with China's exports of power transformers to Saudi Arabia exceeding 6 billion yuan by 2025. The report predicts that demand in the U.S. and European markets will remain strong; with increasing demand in non-U.S. markets like the Middle East and the siphoning of global production capacity by the U.S. and Europe, Chinese companies will have significant opportunities. Leading export companies continue to realize their fundamentals, and strong expectations are continuously being reflected in reality.
Great Wall Securities states that the supply restrictions of overseas power grid equipment provide opportunities for Chinese related companies to expand abroad: the delivery cycle for transformers in the U.S. has extended from 50 weeks to over 120 weeks. Chinese companies related to power grid equipment have relative advantages in delivery time, technology, and cost, and export orders for transformers and other equipment are expected to continue to benefit

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The U.S. Energy Information Administration (EIA) predicts that electricity consumption in the United States will reach a new high in 2025 and continue to rise in 2026 and 2027, primarily driven by the increase in electricity usage in artificial intelligence data centers and households and businesses. As a result, the power equipment sector has become active, with several companies hitting the daily limit. CITIC Construction Investment Securities pointed out that China's power equipment exports are facing development opportunities, especially against the backdrop of strong demand in the U.S. and European markets, and are expected to continue to grow. Great Wall Securities mentioned that supply restrictions on overseas power grid equipment provide Chinese companies with opportunities to expand abroad

腾讯新闻 - 财经

GF CSI All Share Power Public Service ETF

E Fund Hang Seng China A Power Grid Equipment ETF

Select Sect Spdr Util

ChinaAMC CSI Grid Equipment Thematic ETF

iShares U.S. Power Infrastructure ETF

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

ISHRS S&P Glb Utilities

Bosera CSI All Share Electric Utilities ETF

ChinaAMC Green Electricity ETF

The EIA states that electricity consumption in the United States will reach new highs in the next two years, leading to a surge in the power equipment sector