The research report released by CSC Securities highlights that, in July 2026, the U.S. transformer price index experienced another uptick, registering a month-on-month increase of approximately 4%. In addition to the escalating costs of raw materials, the strained supply-demand dynamics have emerged as a pivotal factor propelling prices upward. Long-term growth is anticipated in North American power grid investments. Despite facing more stringent approval processes and constrained equipment availability, the number of plans for Artificial Intelligence Data Centers (AIDC) continues to surge, with sustained robust demand at the terminal level. The cumulative order volumes of leading overseas power equipment companies are consistently reaching all-time highs, further intensifying the supply-demand imbalance. Chinese companies are reaping substantial benefits from this global supply-demand disparity, marking the dawn of a golden era for their international expansion.