China A-share power sector rallied; Baitong Energy hit the daily limit, Mindong Power jumped over 6%, while Zhongmin Energy, Jinfang Energy, Jiawei New Energy and Huadian Liaoning also advanced. Goldman Sachs raised its US electricity-demand CAGR to

2026-09-18

China A-share power sector rallied; Baitong Energy hit the daily limit, Mindong Power jumped over 6%, while Zhongmin Energy, Jinfang Energy, Jiawei New Energy and Huadian Liaoning also advanced. Goldman Sachs raised its US electricity-demand CAGR to 3.5% to 2030 from 3.2% and now forecasts 2030 data-center power demand about 170% higher than 2025 (vs ~117% forecast in March).