China A-share compute-capacity stocks jumped at the open: Zhengtong Electronics
and Hongbo hit daily up-limits, Ruijie Networks rose over 9%, with Litong
Electronics, Dongyi Risheng, Jingang Photovoltaic, Qunxing Toys and Aoruid also
higher. The 15th Five-Year Plan for Renewable Energy Development instructs that
new data centers be co-planned with renewable generation and calls for
categorically identifying and unlocking the temporal and spatial flexibility of
computing loads.
