中国变压器，全球爆单

Group 1 - The global AI computing power construction is entering an explosive growth phase, with transformers becoming a core component of computing infrastructure due to their role in providing high-power and stable electricity [2] - In Guangdong and Jiangsu, transformer factories are operating at full capacity, with some orders for data center transformers scheduled for delivery as late as 2027 [2][7] - A transformer manufacturing company in Foshan reported an increase in orders by 70-80% year-on-year, with delivery times for the U.S. market extending from 50 weeks to 127 weeks due to the surge in demand [5] Group 2 - China's transformer industry consists of approximately 3,000 companies, with an expected export value of 64.6 billion yuan by 2025, representing a nearly 36% increase from 2024 [9] - China has become the world's largest transformer producer, accounting for about 60% of global production capacity, and has established a complete transformer production system with independent control over the entire industry chain [11]