Group 1: AIDC and Wind Power Industry - AIDC supporting equipment benefits from increased capital expenditure by overseas cloud vendors and improved market liquidity, leading to a strong market performance [3][4] - The wind power industry has seen a significant increase in shipment volume in the first half of the year, confirming its high prosperity [3] - Wind turbine prices have stabilized and improved profitability is expected due to cost control and a higher proportion of overseas business [3] Group 2: Electric Power Equipment and Lithium Battery Sector - The electric power equipment sector is experiencing strong demand driven by overseas cloud vendors and North American market needs, with expectations for a surge in orders for high-voltage equipment [4] - The lithium battery sector is focusing on supply-demand balance and industry "de-involution," with certain segments expected to see price increases [4] Group 3: Solar Energy and Energy Storage - Recent bidding results in the solar industry show component prices stabilizing above 0.7 yuan/W, indicating effective price competition regulation [5] - The energy storage sector is gaining attention for its strong performance certainty, with leading companies expected to see upward valuation potential [5] Group 4: Hydrogen Energy - The North American market is seeing a positive trend in the application of solid oxide fuel cells (SOFC) in data centers, with AI-related orders doubling year-on-year [5]