According to a research report from Tianfeng Securities, the soaring demand for artificial intelligence computing power has significantly heightened market awareness regarding the electricity consumption challenges faced by data centers. This week, propelled by policy incentives, the new energy infrastructure sector has garnered increased interest, particularly benefiting companies proficient in investing, constructing, and managing new energy projects. We are of the opinion that the 'Computing-Power and Electricity Synergy' policy is broadly advantageous for industry frontrunners, assisting them in charting a second growth trajectory for their new energy enterprises. Should policy benefits continue to unfold and the implementation of innovative industrial models, such as direct green power connections, gather pace, the new energy infrastructure sector is anticipated to witness a sustained surge in attention and investment.