The expansion of computing power has given rise to a new proposition of "computing and electricity collaboration," leading to widespread breakthroughs in the battery industry chain. Fosun Plastic Technology achieves a new high in innovation.

(Source: Caiwen)

          It is expected that by 2026, the national electricity consumption will reach 10.9 trillion to 11 trillion kilowatt-hours, with a year-on-year growth of 5% to 6%. The newly added power generation capacity will exceed 400 million kilowatts, among which the new energy power generation capacity will exceed 300 million kilowatts.            

On March 27, the battery industry chain continued to strengthen, with Fuzhong Technology (000973.SZ) hitting a new high during the trading session. Cangzhou Mingzhu (002108.SZ), Tianji Shares (002759.SZ), Yuanli Technology (603217.SH), and Quzhou Dongfeng (601515.SH) reached the daily limit, while Haike Xinyuan (301292.SZ) rose over 15%. Zhongyi Technology (301150.SZ), Hongyuan Pharmaceutical (301246.SZ), Huasheng Lithium Battery (688353.SH), and Zhongrui Shares (301587.SZ) increased over 10%. Huabao New Energy (301327.SZ), Songjing Shares (688157.SH), Putailai (603659.SH), Aoke Shares (300082.SZ), Shengyang Shares (002580.SZ), Tianli Lithium Energy (301152.SZ), Fengyuan Shares (002805.SZ), and Shida Shenghua (603026.SH) followed suit.

In terms of news, statistics show that in March, domestic battery sample enterprises’ production scheduling increased by 21.93% month-on-month. For cathodes and anodes, the month-on-month increases were 23.3% and 16.42%, respectively; separators and electrolytes increased month-on-month by 8.7% and 18.78%. Industry research indicates that in April, the overall production scheduling of the lithium battery industry is expected to reach 204 GWh, a month-on-month increase of 4%.

In addition, recently, global chemical giant BASF announced that due to rising costs from the US-Iran war, it will raise prices on its basic amine product portfolio in Europe, with increases potentially reaching 30%, and some products may see even higher price hikes. BASF’s price increase actions have triggered market expectations for price transmission in chemicals and lithium battery materials. Morgan Stanley pointed out that the availability of raw materials is currently the most critical bottleneck. If the conflict continues and the Strait of Hormuz remains inaccessible for an extended period, the operating rates in the Middle East and Asia may further decline.

The research team at AVIC Securities believes that since 2025, the midstream materials and battery sectors have entered a cyclical reversal phase, with lithium battery materials showing a simultaneous increase in volume and price, resulting in greater earnings elasticity, and are expected to lead the profit recovery, providing core support for the sector’s strength.

Yang Kun, Executive Vice Chairman of the China Electric Power Union, stated that the end of computing power is electricity, and the end of electricity is energy strategy. The expansion of computing power is giving rise to a new proposition of “computing-electricity synergy,” and the electricity industry needs to accelerate its layout to address the challenges posed by the high energy consumption characteristics of computing power. It is expected that by 2026, the national electricity consumption will reach 10.9 trillion to 11 trillion kilowatt-hours, with a year-on-year growth of 5% to 6%. The newly added power generation capacity will exceed 400 million kilowatts, among which the new energy power generation capacity will exceed 300 million kilowatts. In the future, new loads such as data centers will change the traditional electricity consumption curve, driving the expansion of system load gaps. The electricity industry needs to deepen the application of artificial intelligence and promote the coordinated development of green electricity and computing power.

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