Jiangsu Shemar Electric Co Ltd – Market Activity and Context (as of 27 Feb 2026)

  • Listing and valuation

  • Traded on the Shanghai Stock Exchange (currency CNY).

  • Market‑capitalisation: 21,497,890,816 CNY.

  • Closing price on 23 Feb 2026: 49.8 CNY.

  • 52‑week high (10 Nov 2025): 53.69 CNY.

  • 52‑week low (8 Apr 2025): 21.51 CNY.

  • Price‑to‑earnings ratio: 42.9.

  • Sector performance

  • Jiangsu Shemar Electric is a key participant in the electric‑grid equipment sector, which has experienced a sustained rally in the last trading days.

  • The sector has been driven by strong demand for transformers and other power‑distribution equipment, a consequence of expanding AI data‑center infrastructure.

  • Trading results on 27 Feb 2026

  • The company reached its daily price limit (涨停) during the morning session, reflecting a sharp rally in the sector.

  • This move was part of a broader pattern of gains across the electric‑grid and PCB concepts, with several peers (e.g., 北京科锐, 杭电股份, 新联电子) also hitting the limit.

  • Market dynamics

  • The morning session saw 58 stocks hit their daily upper limit and only three stocks hit the daily lower limit, indicating a bullish market mood.

  • The CPO (cloud‑processing‑optics) and AI‑hardware concepts also performed strongly, with multiple shares reaching their upper limits.

  • The broader market indices recorded mixed performance: the Shanghai Composite dipped marginally (–0.01 %), the Shenzhen Composite rose (0.19 %), and the ChiNext index fell (–0.29 %).

  • Total market turnover for the day was 25.566 trillion CNY, a 7.57 billion CNY increase from the previous day.

  • Strategic implications

  • The surge in transformer demand, driven by the AI‑driven data‑center boom, positions Jiangsu Shemar Electric to benefit from both domestic and overseas orders.

  • Analysts note that the company’s high price‑to‑earnings ratio suggests that investors are pricing in continued growth prospects in the power‑distribution and AI infrastructure space.

  • Conclusion

  • As of 27 Feb 2026, Jiangsu Shemar Electric Co Ltd has experienced a significant price rally, aligning with broader gains in the electric‑grid equipment sector. The company’s market valuation and recent trading activity indicate strong investor confidence, supported by macro‑economic trends favouring power‑infrastructure development in the AI era.