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Fangzheng Securities' Power Equipment Industry Strategy for 2026 pointed out that looking back at the performance of the AIDC sector in 2025, it experienced five rounds of rally, with factors such as domestic and foreign manufacturers raising CAPEX expectations, exceeding performance expectations, and advancements in industry and company technology being the main driving factors. Looking ahead to the AIDC industry in 2026, it is expected to remain highly prosperous. On the one hand, top domestic and foreign internet manufacturers have announced their 2026 capital expenditure plans, with overseas manufacturers' CAPEX guidance generally exceeding 50%. On the other hand, overseas top power equipment manufacturers such as Vestas, Siemens, and Flunce have shown impressive performance, indicating that the high growth potential of the AIDC industry may already be reflected in their performance. The contradiction between the increase in electricity consumption brought about by the growth of data centers in the United States and the serious aging of power equipment on the supply side presents opportunities for domestic power equipment manufacturers to go global.