伊戈尔240617

Summary of Conference Call Notes Industry Overview - The discussion involved the transformer industry, focusing on its development, pricing, and cyclical status. An expert from a leading transformer company was invited to provide insights on these topics [1]. Core Insights - There is a significant demand for electricity in North America, particularly in the United States and Mexico, as observed during a research trip to Mexico in May [1]. Additional Important Points - Concerns regarding order cycles and the overall state of the transformer market were highlighted, indicating a need for stakeholders to stay informed about these dynamics [1].