订单爆满！电力设备企业扩产忙

Group 1: Transformer Industry - The transformer orders have significantly increased since June 2022, with some production lines nearing full capacity due to a global "transformer shortage" [2][3] - China has become the world's largest transformer producer, accounting for approximately 60% of global production capacity, which supports domestic companies in securing international orders [2] - Major companies like Igor are expanding production capacity in multiple countries, with expectations of sustained industry growth for the next 3-5 years [3] Group 2: Large Bore Engine Sector - Large bore engines are essential for ensuring the continuous operation of AI data centers, with the global electricity demand for data centers projected to double by 2030 [4] - Weichai Power has broken the monopoly of international giants in the large bore engine market, with a forecasted 259% increase in sales of data center power generation equipment by 2025 [5] - The company is expanding its production capabilities and investing in technology to meet the growing demand from both domestic and international markets [6] Group 3: Core Components - The core components sector is experiencing high demand, with companies like Tianrun Industrial operating at full capacity to meet the needs of large engine manufacturers [7] - The company has established multiple production lines for large crankshafts and is set to become a leading player in the market with significant capacity expansions planned [8] - The global market for data center power generation units is expected to grow from $6 billion in 2023 to $12 billion by 2030, indicating a robust growth trajectory for the industry [8]