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Fangzheng Securities: The massive computational power required to train trillion-parameter large models is poised for a surge, with distributed computing capacity set to expand rapidly both domestically and internationally.
It is recommended to focus on containerized modules, distributed power dispatching enterprises, and coordinated computing and power operations.
Express News | Yuelong Technology: Customers are widely distributed across China, Europe, the Americas, Southeast Asia, the Middle East, Africa, and other countries and regions.
Jangho's Units Bag Projects in Singapore, China
CSC Financial: General equipment showed signs of recovery in Q1 2026, recommending high-growth segments such as gas turbines.
Among specialized equipment, demand driven by AI capital expenditure and the reshaping of the global energy landscape is the most robust.