Currently, the global AI computing power construction has entered an explosive period, with high power and high stability power supply becoming the &#34;lifeline&#34; of computing power clusters. Power equipment transformers are upgrading to become the core of computing power infrastructure. Journalists conducting research in Guangdong, Jiangsu, and other regions of China found that many transformer factories are already operating at full capacity, with some orders for data center-related businesses scheduled as far out as 2027.
The explosive growth of global AI computing power centers has made transformers a scarce resource, with delivery cycles in the U.S. market extending from 50 weeks to 127 weeks. At an electrical equipment company in Foshan, the factory's core product, dry-type transformers, is mainly used in data center scenarios, and export orders have also seen rapid growth.
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Li Xia, marketing manager of an electrical equipment company in Foshan, Guangdong: Compared to the delivery cycles in Europe and the U.S., ours is about less than one-fifth of theirs. Currently, orders are quite abundant, and we hope to achieve an overseas revenue share of 50% or more.
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Full production is also seen in the Yangtze River Delta. At a transformer factory in Jiangsu, product orders have already been scheduled until the end of 2027, including the recent shipment of the first fully insulated ultra-high voltage large-capacity transformer in China to the North American market.
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Data shows that there are about 3,000 companies in China's transformer industry. By 2025, the total export value of transformers in China is expected to reach 64.6 billion yuan, an increase of nearly 36% compared to 2024.
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Cai Yiqing, Secretary-General of the Power Equipment Branch of the China Electricity Council: China has become the world's largest producer of transformers, having established the most complete transformer production system globally, with a hard power that is fully controllable across the entire industry chain, accounting for about 60% of global production capacity.
<h2>Significant Increase in China's Computing Power Electricity Consumption &#34;Power Heart&#34; Shoulders Heavy Responsibilities</h2>
Behind the surge in transformer orders is a significant increase in electricity consumption for computing power. Currently, the construction of computing power centers and supercomputing clusters in China is accelerating, coupled with the deepening of the &#34;East Data West Computing&#34; project, with transformers serving as the &#34;power heart&#34; bearing heavy responsibilities.
In the Lize Financial Business District of Beijing, the Fengtai 500 kV power transmission and transformation project has recently officially commenced construction, which will significantly enhance the power supply capacity of the southern Beijing grid, equipped with two large-capacity transformers, and will supply power to high-tech industries such as China Data Street upon completion
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At the national computing power hub node, the Wuhu Computing Power Center in Anhui, the 220 kV Gaocun power transformation project has recently been completed and put into operation. The project uses 2 domestically produced transformers, enhancing the reliability of power supply to the computing power center. So far, the Wuhu area has put into operation 8 user substations, equipped with 24 transformers.
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In Guangdong, the electricity consumption of data centers in the province is expected to increase by nearly 30% year-on-year by 2025, with the electricity consumption growth rate of the Shaoguan computing power cluster exceeding 50% for several consecutive months.
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As the &#34;East Data West Computing&#34; project advances, computing power parks are densely established across the country. By 2025, the domestic transformer market is expected to grow by over 20% year-on-year, with orders for AI computing power and related high-end products in ultra-high voltage exceeding 35%, becoming the core engine of industrial growth.
<h2>China's Transformers Accelerate Technological Iteration to Seize the Global Computing Power Market</h2>
AI supercomputing clusters have high requirements for power supply quality. China's transformer industry is leveraging its core technological advantages to develop solid-state transformers and high-frequency transformers to adapt to the integration of new energy and seize the global computing power market.
The overlapping demands for global AI computing power construction, energy transition, and grid upgrades are driving transformers to become hard currency. Domestic transformers are also accelerating technological iteration to meet new demands.
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To address the challenges of high proportions of new energy integration, in Hebei, the technology of all-silicon carbide power electronic transformers is being explored and applied, using high-voltage silicon carbide devices to reduce energy loss and improve new energy utilization efficiency.
From the upstream processes of copper and silicon steel smelting to the processing of electromagnetic wires, core manufacturing, and insulation board production for transformers, China has built the most complete and efficient transformer industry chain in the world.
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Ma Yong, Deputy Director of the Power Transformation Technology Research Institute of State Grid Jiangsu Electric Power Research Institute: China's transformer technology is at a world-leading level. Chinese enterprises continue to promote technological innovation, developing and applying various new types of transformers such as high-frequency transformers and phase-shifting transformers, driving the industry towards higher intelligence, lower loss, and miniaturization
This article is sourced from: CCTV Finance
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The global AI computing power construction has entered an explosive period, with transformers becoming core infrastructure, and orders have been scheduled until 2027. Transformer factories are operating at full capacity, and the delivery cycle for some products in the United States has been extended to 127 weeks. China has become the world's largest transformer producer, with an expected total export value of 64.6 billion yuan by 2025. As the electricity consumption for computing power increases significantly, transformers play an important role in power supply, and several large power projects are underway to meet the growing demand for computing power

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Orders have been scheduled until the end of 2027! "Power Heart," global orders surge!