Di Yi Cai Jing·2025-09-23 00:02Core Viewpoint - The global power equipment demand is entering an upward cycle, with expectations for global grid investment to exceed $400 billion by 2025, indicating sustained high demand [1] Group 1: Market Trends - AI is expected to significantly drive global electricity demand growth, leading to a notable increase in the demand for supporting electrical equipment [1] - Major overseas companies are raising their capital expenditure forecasts and increasing investments in AIDC infrastructure [1] Group 2: Regional Insights - The demand for transformers in the US market continues to strengthen, with transformer price indices remaining high [1] - The Middle East is experiencing rapid growth in transformer demand, with Chinese companies securing large orders worth billions [1] Group 3: Company Performance - In the first half of 2025, leading companies are expected to achieve rapid growth in export business, benefiting from increased volume and profitability [1] - Chinese power equipment export companies are entering a golden window of opportunity, poised to capitalize on high demand and strong fundamentals [1]