In "Major Banks," China International Capital Corporation: The risk of power outages in Europe and the United States increases, and power equipment companies may benefit

CICC published a research report indicating that the lack of electricity in Europe and the United States, combined with the overseas expansion of domestic computing power tokens, is expected to benefit power equipment companies.

The firm stated that the power grid facilities in Europe and the United States are aging, and recent frequent blizzard warnings have increased the risk of power outages, believing that systemic risks are rising, and they remain optimistic about the global initiation of a large cycle of power investment. On the other hand, the cost advantage of domestic electricity prices is becoming prominent, and domestic large models are seizing global market share, which is expected to open up opportunities for the overseas expansion of domestic computing power tokens.

In terms of stock selection, the firm recommends Mingyang Electric (301291.SZ), Jinpan Smart Technology (688676.SH), EAGLERISE (CHINA) (002922.SZ), Sifang Co., Ltd. (601126.SH), Siyuan Electric (002028.SZ), Dongfang Electric (01072.HK)(600875.SH), China Xidian (601179.SH), and Weisheng Group (03393.HK), among others