Huatai Securities' research report highlights that direct investments from major data center companies, coupled with accelerated power grid construction and the integration of Combined Cycle Gas Turbine (CCGT) units into the grid, offer an optimal strategy for achieving significant cost reductions. This approach also ensures a balance between economic feasibility and reliability. For demand gaps that cannot be met through re-combustion, Artificial Intelligence Data Centers (AIDC) adopt the Equipment-as-a-Service (EAAS) model. Under this model, companies purchase equipment independently, which enables quicker power activation and minimizes the broader societal impact on electricity prices.

Both strategies ultimately lead to the "off-grid procurement of electrical equipment." Given the slow expansion of leading overseas suppliers, short-term and regional supply-demand mismatches are not expected to be resolved quickly. This situation presents Chinese enterprises with opportunities for growth in both volume and pricing. The report expresses optimism about the prospects for leading private power grid equipment providers, power supply equipment and blades, internal combustion engine suppliers, energy storage equipment, and other related sectors.

Meanwhile, escalating electricity prices are prompting adjustments in electricity consumption patterns. This shift has the potential to revive demand for residential solar and energy storage solutions.