Frequent implementation of computing-power and electricity coordination catalysts: the valuation logic of power assets is set for reconstruction.

According to China Securities Journal, recently, power-computing coordination has seen successive catalytic factors at both the policy deployment and industrial implementation ends, with the pace of advancement markedly accelerating. Wind data shows that the Wind Power Index has risen 4.67% since the beginning of this year. Analysts believe that power-computing coordination is driving a shift in the valuation framework for power stocks from traditional "dividend assets" to an "AI energy foundation." Enterprises that are the first to complete the coordinated layout of green power resources and computing hubs are expected to gain value revaluation, but valuation realization still requires time, and there is also a gap between current-period performance and valuation expectations. Resource endowments and locational conditions will be key to identifying targets.