CHINA POWER(02380) 搜狐财经·2025-04-08 14:13Group 1 - The electric power sector is poised for a significant merger and acquisition wave, with a major player valued at 340 billion potentially acquiring a smaller company valued at 9 billion, suggesting a possible 50-fold surge in stock prices [1][3] - Seasonal trends indicate an upcoming peak in electricity demand as summer approaches, aligning with the market's historical pattern of "winter coal trading and summer electricity trading" [1] - The demand for electricity is critical for AI development, as exemplified by Alibaba Cloud's server cluster consuming as much power in a day as the entire city of Hangzhou, highlighting the electric power sector's essential role in the AI wave [1][3] Group 2 - A major electric power company, valued at 340 billion, is currently unable to independently list due to specific reasons, making it a likely candidate for the first shell company in this merger wave [3] - Three low-market-cap companies have been identified as potential key players in this capital event: Huayin Electric (market cap 6.2 billion), Ningbo Energy (market cap 4.8 billion), and another company with a market cap in the tens of billions, which is already in the process of restructuring [3][4] - Successful restructuring could allow a company with a market cap of tens of billions to acquire high-quality assets from the 340 billion giant, potentially leading to a dramatic increase in stock price [4]