According to the CITIC Construction Investment Research Report, in '26, the power equipment new energy industry entered a new upward cycle and was fulfilled on the performance side; looking ahead to 2027, the market is already in low expectations, and the high energy boom driven by high oil prices and AI will continue: ① Under AI demand and high oil prices, the global power grid, especially European and American power grids, will continue to increase investment ② The aforementioned cost adjustment and grid transformation will further drive up electricity prices and open up room for long-term energy storage demand. ③ AI is driving the growth rate of global electricity consumption, the importance of low-carbon high-density power supplies will also increase, and the data center power supply model will shift to high voltage. ④ Demand for electricity backup and replacement of old energy sources such as new energy vehicles and energy storage has increased significantly due to rising overseas oil and gas prices and economic requirements.

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