【风口研报】重型燃气轮机转子+核电主管道+核聚变磁体结构件，这家国内大型电气设备制造商当前产品供不应求，多个下游高景气

Group 1 - The core viewpoint of the article highlights the strong demand for products from a domestic large-scale electrical equipment manufacturer, specifically heavy gas turbine rotors, nuclear power main pipelines, and nuclear fusion magnetic structure components, indicating multiple downstream high prosperity [1] - Another company is building a full-stack technology system centered around AI, integrating computing, storage, perception, and execution, and is expected to address the computing power bottleneck in diverse scenarios through continuous iteration of its self-developed NPU technology [1]