CITIC Construction Investment released a research report saying that in July 2026, the US transformer price index rose again, increasing by about 4% over the previous month. Apart from the increase in the price of raw materials, tight supply and demand is still an important factor in price increases. Investment in North American power grids is expected to enter a long-term upward trend; under stricter approvals and tight equipment supply, the number of AIDC plans continues to grow, and demand for terminals remains high. The cumulative orders from leading overseas power equipment companies continued to reach new highs, and the imbalance between supply and demand worsened the tension. Chinese companies have profoundly benefited from imbalances in global supply and demand, and have already entered a long golden period of going overseas.

CITIC Construction Investment released a research report saying that in July 2026, the US transformer price index rose again, increasing by about 4% over the previous month. Apart from the increase in the price of raw materials, tight supply and demand is still an important factor in price increases. Investment in North American power grids is expected to enter a long-term upward trend; under stricter approvals and tight equipment supply, the number of AIDC plans continues to grow, and demand for terminals remains high. The cumulative orders from leading overseas power equipment companies continued to reach new highs, and the imbalance between supply and demand worsened the tension. Chinese companies have profoundly benefited from imbalances in global supply and demand, and have already entered a long golden period of going overseas.