Xin Hua Cai Jing·2025-09-23 05:19Core Insights - The global power equipment demand is entering an upward cycle, with expectations for global grid investment to exceed 400 billion USD by 2025, indicating sustained high demand [1] - Artificial Intelligence (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] Industry Trends - 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] - In the first half of 2025, leading companies are expected to see rapid growth in export business, benefiting from increased volume and profitability [1] Market Outlook - The global demand upcycle presents a golden opportunity for Chinese power equipment export companies, which are poised to continue benefiting from high demand and strong fundamentals [1] - The overseas business is becoming a key factor for success in the future for these companies [1]