The accelerated implementation of power-computing integration is driving gains in related concept stocks. At the time of writing, DATANG POWER (00991) rose 6.83% to HK$3.13, while CH ENERGY ENG (03996) climbed 6.3% to HK$1.35. The movement follows the recent operational launch of China's first large-scale "power-computing integration" green power direct supply project—the 500 MW Datang Zhongwei Cloud Base photovoltaic power station in Ningxia. This project employs a dual-track power supply system combining physical direct supply and bilateral trading. Previously, power-computing integration was included for the first time in the 2026 government work report. Analysts at Everbright Securities believe policy support is accelerating the development of China's power-computing integration industry. Several power operators are actively expanding into power-computing integration businesses to develop new growth opportunities, with DATANG POWER among the recommended stocks to watch. Additionally, as power-computing integration projects roll out faster, related power equipment manufacturers are expected to benefit.