This morning, leading stocks in various new energy sub-sectors became the market focus.

Sunshine Power, CATL, EVE Energy, China Energy Construction, BYD, Tianci Materials, Haibo Sistron, and other leading stocks saw significant gains, with the storage leader Sunshine Power rising 10.36%, with a transaction volume of 18.889 billion yuan, ranking first among A-shares. CATL increased by 5.97%.
Analysts stated that factors such as CATL's 2025 annual report exceeding expectations, BYD releasing the second-generation blade battery and fast-charging technology, computing and energy collaboration, high prosperity in the energy storage industry, and NIO achieving its first single-quarter profit, resonated to catalyze a comprehensive rebound in the new energy sector this morning.
As of the morning close, the Shanghai Composite Index rose 0.05%, the Shenzhen Component Index increased by 0.85%, the ChiNext Index gained 1.74%, and the STAR Market Index declined by 0.18%.
New energy sector rises
This morning, the new energy sector rebounded, with lithium batteries, photovoltaic equipment, solid-state batteries, and other sectors leading the gains, while energy storage and green electricity sectors also increased.
Against the backdrop of rapid development in AI large models and the digital economy, the explosive growth in computing power demand is significantly boosting data center energy consumption and electricity demand. IDC data shows that AI data center IT energy consumption will increase from 55.1 TWh in 2024 to 77.7 TWh in 2025, reaching 146.2 TWh by 2027.
Industry insiders said that the rapid growth in electricity demand driven by expanding computing power is gradually making energy supply a key factor constraining AI industry development, promoting "computing and electricity collaboration" as an important policy direction.
Guoxin Securities stated that with the introduction of domestic energy storage capacity and electricity price policies, market-driven demand is causing explosive growth in energy storage orders; the power shortage caused by load increases in U.S. data centers and other facilities is boosting U.S. large-scale storage installation demand; instability in European power grids and rising natural gas prices are also driving energy storage demand; and emerging market governments are frequently introducing supportive policies, which are expected to significantly increase energy storage installation demand. It is projected that by 2026, the global