As AI large models are applied on a large scale and the construction of computing power infrastructure progresses, the domestic computing power industry is poised for strong demand by 2026, with orders picking up pace across various supply chain segments. A number of listed companies involved in computing power have released their performance forecasts for the first three quarters, revealing steady growth in orders for hardware sectors such as AI servers, high-speed testing equipment, and thermal management solutions. This has resulted in substantial year-on-year profit increases for several firms. Inspur Information anticipates a more than 156% year-on-year rise in net profit for the first three quarters, Jiechuang Intelligent expects an increase of over 61%, and Suzhou Lianxun Instruments projects a surge of over 1866%. Moreover, manufacturers providing hardware support for computing power and PCB companies have also witnessed remarkable performance growth. Institutions are of the opinion that the demand for AI computing power will keep fueling both volume and price hikes for related hardware, with the computing power industry transitioning from overall high growth to structural differentiation.