Energy-Saving Equipment Policy Released, Institutions Flock to Research as Concept Stocks Emerge

People’s Financial News, March 20 — On March 20, the Ministry of Industry and Information Technology and three other departments issued the “Implementation Plan for High-Quality Development of Energy-saving Equipment (2026–2028).” Specifically, the plan proposes accelerating the research and promotion of advanced energy-saving equipment. For higher efficiency and performance, it introduces new materials, components, and products that meet market demand and have outstanding energy-saving effects, including energy-saving motors, transformers, industrial heat pumps, industrial refrigeration (heating), water electrolysis hydrogen production equipment, and information communication devices. According to data from Securities Times and Data Treasure, over 80 A-share stocks are involved in the layout of three major energy-saving equipment sectors: heat pumps, liquid-cooled servers, and water electrolysis hydrogen production equipment. In the morning session, 38 stocks rose, with Sunlight Power, Suzhou Tianmai, and Dissen Co. leading the gains, each increasing by over 7%. Statistics show that since the beginning of the year, 22 stocks have been surveyed by institutions, with liquid-cooled servers being the most popular concept. Among these 22 stocks, 11 are related to liquid-cooled servers, with YINLUN Co., Huafeng Aluminum, and Hongfuhan having the most surveyed institutions, with 40, 29, and 20 respectively.