A recent research report from Huatai Securities highlights the prevailing concern regarding the surge in computing power demand spurred by the advancements in AI, which is subsequently fueling the growth in data center hardware demand. However, this report adopts a novel approach by drawing parallels from the developmental trajectory of new energy lithium battery equipment to predict the prospects of the AIDC hardware sector within data centers. By analogizing to the robust growth of the lithium battery equipment sector during the nascent stages of rapid penetration and sales expansion in the new energy vehicle industry, Huatai Securities emphasizes the need to shift focus towards the burgeoning opportunities within the data center-related hardware sector. Specifically, sectors encompassing diesel generator sets, server power supplies, UPS systems, HVDC (High-Voltage Direct Current), BBUs (Battery Backup Units), supercapacitors, power quality management solutions, liquid cooling technologies, along with supporting components such as lead-acid batteries, relays, and fuses, all present promising avenues for development.