伊戈尔、江苏华辰、明阳电气、金杯电工Q2前瞻及近况分享

Summary of Conference Call Notes Industry Overview - Companies shipping to the US market are experiencing trading impacts due to previous significant price increases in the sector, leading to a perception that valuations may not be attractive at current levels [1] - Some funds are taking profits, indicating a potential shift in market sentiment [1] - The upcoming second-quarter earnings reports are creating uncertainty regarding the future outlook for transformer companies, resulting in differing opinions among market participants [1]