Related to the concepts of electricity calculation collaboration and green power! Multiple core targets reveal the latest business developments

Last week (March 2 to 6), influenced by the Middle East situation and external markets, the three major A-share indices all declined, with the Shanghai Composite down 0.93%, the Shenzhen Component down 2.22%, and the ChiNext down 2.45%.

In terms of sectors, the power sector performed strongly against the trend, with notable gains in power grid equipment, ultra-high voltage, computing power collaboration, and smart grid sectors; coal chemical industry, grain concepts, CPO concepts, high-voltage fast charging, and brain engineering sectors were active repeatedly; oil, natural gas, precious metals, and shipping sectors surged sharply in the first two days but then experienced continuous pullbacks.

The strength of the power sector further validated the idea that “the end of AI is electricity” and the HALO strategy. On the news front, the government work report for the first time mentioned “computing power and electricity collaboration,” emphasizing the construction of new power systems, accelerating smart grid development, developing new energy storage, and expanding green electricity applications. Overseas, news such as the U.S. planning to invest $75 billion to expand the grid and tech giants signing commitments for autonomous power supply also boosted sector sentiment.

Orient Securities Research pointed out that computing power load has the potential for flexible scheduling, providing key consumption and regulation resources for the operation and optimization of new power systems. The continuous policy support for computing and electricity collaboration helps regulate new energy consumption, and in the AI era, the scarcity of “asset-heavy and low淘汰” (low淘汰 means low淘汰 rate, or low淘汰 risk) is recognized, which may lead to a revaluation of related green energy companies.

According to incomplete statistics, several listed companies responded to questions about computing power and electricity collaboration, and green electricity on their interactive platforms last week:

On March 4 (last Wednesday), Huazhi Technology stated that relying on core advantages such as integrated source-grid-load storage, computing and electricity collaboration, and zero-carbon power supply, the company is actively expanding related green energy markets. By 2026, the company will focus on national computing hubs, increase efforts in key regions, expand project reserves, and promote rapid business implementation.

Huazhi Technology also revealed that it can provide distributed new energy + energy storage + intelligent distribution solutions for data centers. Core technologies and products include the HZ3000 EMS energy management system, energy storage inverters PCS, microgrid coordination controllers, HZMER microgrid energy routers, source-grid-load-storage integration platforms, intelligent distribution, multi-energy IoT data centers, and more. Related businesses are continuously expanding.

In terms of market performance, Huazhi Technology has continued to rise since last Wednesday, with a three-day increase of 22.78%, reaching a four-year high.

“The company will seize industry opportunities, strengthen technological innovation and global deployment, and promote high-quality performance growth,” said Gaolan Co., Ltd. on March 6 (last Friday). The company focuses on liquid cooling businesses in the power and computing sectors. Its DC transmission liquid cooling products have been used in over 50 high-voltage direct current projects domestically and abroad, providing a solid guarantee for efficient grid operation; data center liquid cooling products can significantly reduce PUE and help data centers operate in a green and low-carbon manner.

On last Wednesday, Oriental Guoxin stated that so far, the company has not directly invested in green energy projects, but its Inner Mongolia Smart Computing Center actively purchases and utilizes green electricity during operation, improving the proportion of renewable energy through green electricity trading and other methods, effectively reducing carbon emissions, and practicing the development concept of green data centers. “The company will continue to focus on the integration of green energy and computing industries, combine business realities, and continuously improve green electricity consumption to contribute to sustainable development.”

(Source: Orient Securities Research Center)