Group 1 - The report from CITIC Securities highlights that AIDC (Artificial Intelligence Data Center) supporting equipment continues to benefit from significant capital expenditure increases by overseas cloud vendors, recovery in overseas expectations, and sustained high demand for power equipment [1] - The North American data center power demand is expected to surge, driving the trend of Solid Oxide Fuel Cell (SOFC) installations, with AI-related orders from leading overseas manufacturers having doubled year-on-year [1] - In the wind power sector, the substantial increase in shipments in the first half of the year continues to validate the industry's high prosperity, with stable recovery in wind turbine prices, cost control from economies of scale, and a higher proportion of overseas business contributing to significant improvements in the profitability of main engine manufacturers [1]