10月27日，港股电力设备股午后持续走高，哈尔滨电气涨超13%，东方电气涨超10%，上海电气涨超5%。
瑞银发布研报称，对中国电力市场需求更为乐观，预计2028年至2030年中国电力需求将增长8%，为早前预测两倍。纵使该行早已认定人工智能数据中心、出口及电动化为结构性推动因素，但预期有关因素影响明显超越原来预期。该行的有关调整反映对人工智能数据中心兴建、电力出口增长加快及电动化加速的信心增强，有利明年起电力设备及电网资本开支。该行首选股为哈尔滨电气及中广核电力，亦喜欢东方电气等。
值得关注的是，《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》提出前瞻布局未来产业，推动核聚变能等成为新的经济增长点。光大证券认为，2025 年以来我国核聚变领域迈入技术突破与产业布局的快速发展期，展望未来，环流四号、星火一号、张杰院士团队的激光聚变能电站等多技术路线并行推进，国内正逐步进入可控核聚变项目招标与工程建设的加速释放期，长期发展值得期待。
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