CSCI highlights that the Advanced Industrial Data Center (AIDC) ancillary equipment industry continues to thrive amidst numerous favorable conditions. Overseas cloud service providers have significantly bolstered their capital expenditures, fueled by the resurgence of expectations for international expansion. The demand for power equipment remains robust, bolstered by improved market liquidity, collectively propelling the industry's performance. Furthermore, the burgeoning power demand in North American data centers has spurred a notable surge in the installation of Solid Oxide Fuel Cells (SOFC). Orders related to AI from leading international vendors have doubled year-over-year, with substantial shipment growth in the first half of the year underscoring the industry's dynamic growth trajectory.

Wind turbine prices have stabilized and rebounded, with profitability of Original Equipment Manufacturers (OEMs) experiencing a marked improvement. This upswing is attributed to cost control optimization resulting from economies of scale and an increased proportion of overseas business, particularly in high-margin segments. Consequently, it is anticipated that the profit elasticity of wind turbine OEMs is poised to surpass the peaks recorded in 2020-2021.