Policy and industry resonance will bring about a reevaluation of the value of three major sub-tracks: collaborative electrification.

After the construction of a national integrated computing power network framework by the East calculating and the West calculating engineering, algorithmic electricity coordination has become the main industrial focus of the capital market in 2026. From the first large-scale demonstration project in Zhongwei, Ningxia being put into operation, to the four departments jointly issuing the Artificial Intelligence and Energy Empowerment Action Plan, the algorithmic electricity coordination industry has seen a policy and industry resonance. Wind data shows that since May, the Wind Power Index has accumulated a growth of over 19%, and the Intelligent Grid Concept Index has accumulated a growth of over 6%. Analysts believe that the model of "generation, network, load, and storage calculation" is accelerating from the blueprint to implementation, and the three major sub-sectors of green electricity operation, computing-side energy storage systems, and power scheduling equipment are expected to be the first to achieve performance realization.