Di Yi Cai Jing·2025-08-26 00:12Group 1 - The core viewpoint of the report indicates that AIDC supporting equipment is benefiting from significant capital expenditure increases by overseas cloud vendors, a recovery in overseas expectations, and sustained high demand for power equipment, alongside improved market liquidity driving a strong market trend [1] - The report highlights a surge in power demand from North American data centers, which is driving the installation trend of Solid Oxide Fuel Cells (SOFC), with AI-related orders from leading overseas manufacturers doubling year-on-year [1] - In the wind power sector, a substantial increase in shipments in the first half of the year continues to validate the industry's high prosperity, with stable recovery in wind turbine prices, cost control from economies of scale, and a higher proportion of overseas business contributing to significant improvements in profitability for leading manufacturers, with profit elasticity expected to exceed the peaks of 2020-2021 [1]