High temperature and algorithm collaboration help boost the investment value of A-share power sector.

On one hand, domestic high temperatures have led to an increase in electricity demand, while on the other hand, the concept of collaborative computing is gaining market acceptance. Recently, the power sector has shown strong performance, with increasing market attention. In the industry's view, this year's climate change-driven high temperatures will drive electricity demand growth during the peak summer period. At the same time, market expectations for domestic chip processing power may lead to accelerated growth in electricity consumption, creating investment opportunities in the industry. Looking ahead, the coal power sector is expected to benefit first under high temperature conditions, while factors such as increased spot electricity prices in coastal areas and the accelerated development of collaborative computing will further drive the performance of the utility sector in the secondary market. Investment value in subsectors such as green energy, hydropower, and nuclear power is also worth paying attention to.