The explosion of AI computing power triggers "power shortage" anxiety; energy storage concept fluctuates in the afternoon; Shengyang Co. hits the daily limit straight up.

（Source: Finance News）

          In February 2026, our country’s inverter total exports in a single month reached 5.73 billion yuan, up 76% year-over-year and month-over-month. Of this, exports to Europe were 2.0 billion yuan, up 84% year-over-year; the inventory reduction has been substantially completed. Exports to Oceania were 390 million yuan, up 238% year-over-year; subsidies have driven growth significantly.            

On March 25, in the afternoon, the energy storage concept saw unusual price movement and surged. Sungrow Co., Ltd. (002580.SZ) hit the daily limit in a straight-line move. Wansrun New Energy (688275.SH), Genset Power (002150.SZ), China Southern Power Grid Energy Storage (600995.SH), Minmetals New Energy (688779.SH), and others followed suit.

On the news front, an AI computing power boom has triggered “power shortage” anxiety, and computing-and-power coordination has become a new growth pole. With the rapid iteration of large-scale AI models, data center energy consumption has surged, and locations such as North America have already seen power supply gaps. As a key link for shaving peak and filling valleys, energy storage can ensure stable power supply for data centers and enable computing-and-power coordination. At present, Tesla has already mass-produced relevant application technologies, and it is expected that in the second half of 2026, large-scale promotion may be possible. This will open entirely new incremental space for the large energy storage sector.

A research report from China Merchants Securities states that in February 2026, our country’s inverter total exports in a single month reached 5.73 billion yuan, up 76% year-over-year and month-over-month. Of this, exports to Europe were 2.0 billion yuan, up 84% year-over-year; the inventory reduction has been substantially completed. Exports to Oceania were 390 million yuan, up 238% year-over-year; subsidies have driven growth significantly.

A research report from CICC (China International Capital Corporation) Securities states that in terms of lithium battery equipment, automakers have clarified guidance for adopting all-solid-state batteries for vehicle deployment, and are currently waiting for equipment-side tendering catalysts. Significant progress has been made in the industrialization of solid-state batteries; major companies have issued concentrated announcements about successful rollout of all-solid-state batteries and subsequent guidance for installation on vehicles, drawing considerable attention. The sector is currently in the “hitting zone.” Leading battery manufacturers have also started tendering for GWh-level all-solid-state battery production equipment. They plan to achieve small-batch demonstration vehicle installations in 2027 and reach the goal of large-scale mass production by 2030. With this, the time windows for order execution and earnings release for equipment companies are opening. As industry-wide volume and pricing rise together, the configuration value of the solid-state battery sector remains worth favoring.

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