On May 8, 2026, at 14:09, the Electric Grid Equipment Theme Index (931994) experienced a decline of 0.36%. Notably, some component stocks saw significant increases, with Hangdian Co., Ltd. reaching its daily limit, Zhuhai Zhongtian Technology rising by 6.36%, and Zhiyang Innovation increasing by 4.56%. Other stocks, such as Sifang Co., Ltd. and Sanhui Electric, also followed this upward trend.
In recent developments, China has launched its first urban grid master dispatch intelligent system in Xiong’an. This initiative, developed by the State Grid Xiong’an New Area Power Supply Company in collaboration with Southwest Electric Power Design Institute, aims to enhance grid dispatch decision-making, risk prediction, and rapid fault recovery. Since its pilot operation began in February 2026, the system has successfully handled over 20 fault incidents and analyzed load transfer for 67 typical operational modes. This experience is intended to be replicable and scalable, facilitating the transition of grid dispatch models towards greater intelligence.
The power industry is currently benefiting from the national strategy of “Collaborative Power Calculation,” driven by a surge in AI computing capabilities that necessitate highly reliable power supply. This shift opens up structural investment opportunities in new energy storage and smart grid equipment, steering industry dynamics towards a dual-driven model of “energy + computing power.”
Regarding related products, the Tianhong CSI Grid Equipment Theme Index (Class A: 025832, Class C: 025833) closely tracks the Electric Grid Equipment Theme Index. This index comprises 80 publicly traded companies involved in ultra-high voltage industries and smart grid construction, reflecting the overall performance of these securities. Investors interested in capitalizing on the benefits of AI computing advancements should consider the Tianhong CSI Grid Equipment.
The fund management fee for the Tianhong CSI Grid Equipment Theme Index (Class A: 025832, Class C: 025833) is set at 0.2%, which includes a management fee of 0.15% and a custody fee of 0.05%. The Class C shares have a sales service fee of 0.2%, significantly lower than the average for similar funds, making it more favorable for short-term holding. Long-term investors are advised to focus on Class A shares.
According to Zhang Ge, the fund manager of the Tianhong CSI Grid Equipment Theme Index, the recent surge in the grid equipment sector is a testament to the high growth potential of AI. Traditional grid valuations remain moderate with stable growth; however, the increasing demands for power stability and disaster recovery from AI data centers, coupled with the construction needs of overseas data centers, are driving the emergence of new categories such as AI power sources and energy storage. Over the past two months, the sector has seen growth exceeding that of the entire previous year. In addition to AI-driven factors, the global energy transition presents a pressing need for grid upgrades, while aging infrastructure in Europe and North America creates opportunities for expansion. Domestic initiatives such as the “14th Five-Year Plan” and internal demands for ultra-high voltage and large hydropower stations provide solid support. As a public utility with significant implications for the economy and people’s livelihoods, the grid sector benefits from strong policy enforcement and high levels of implementation, ensuring both industry stability and growth prospects.
Original article by NenPower, If reposted, please credit the source: https://nenpower.com/blog/chinas-first-integrated-dispatch-intelligent-system-for-urban-power-grids-launched-in-xiongan-driving-downward-trend-in-power-equipment-index-narrows/
