Yes In many places in China, the power supply is tight, which limits power supply and production. From the perspective of supply and demand, the growth rate of power demand is faster than that of power generation, and the supply of new energy such as hydropower and wind power is insufficient. As the main power source in China, due to the tight supply and demand of coal and the limitation of the price of thermal coal hitting record highs, coal-fired power generation is limited in the overall thermal power generation. Although measures to stabilize prices and ensure supply have been introduced intensively, it will take some time for the measures to take effect. The pattern of rising prices and tight supply of power stocks bought by fund companies is difficult to reverse in the short term, which is unfavorable to power stocks in the short term, so power stocks will fall first.