7天4板中恒电气：未与英伟达、谷歌等签署合作协议或销售合同

Core Viewpoint - Zhongheng Electric (002364.SZ) has denied recent rumors regarding partnerships with major overseas cloud companies like Nvidia, Meta, and Google, stating that no cooperation agreements or sales contracts have been signed as of now [2][6]. Company Overview - Zhongheng Electric, founded in 1996 and listed on the Shenzhen Stock Exchange in March 2010, focuses on building a zero-carbon intelligent society through digital energy solutions [7]. - The company has developed two main business segments: power electronics manufacturing and energy internet, with products covering data center power supplies, communication power supplies, electric power supplies, charging and swapping equipment, and power digitalization [7]. Financial Performance - As of August 19, Zhongheng Electric's stock price closed at 24.97 yuan, with a daily increase of 10.00%, a turnover rate of 25.59%, and a trading volume of 3.473 billion yuan, resulting in a total market capitalization of 14.1 billion yuan [6]. Market Position and Growth Potential - In 2024, the revenue from data center power supplies is projected to be 670 million yuan, accounting for 34% of the company's total revenue, serving major clients such as mobile operators, internet companies, and large state-owned enterprises [7]. - The company is recognized as one of the earliest promoters of HVDC (High Voltage Direct Current) power supply solutions for data centers and has played a key role in establishing national and industry standards [7]. Industry Trends - The demand for AI computing centers is rapidly increasing, and the penetration rate of HVDC is expected to continue growing. Major industry players like Google and Nvidia have recently introduced ±400V/800V HVDC power supply architectures, with expectations for large-scale application by 2027 [8]. - The global market for AI data center HVDC is anticipated to reach 62 billion yuan by 2030, indicating significant growth potential for companies like Zhongheng Electric [8].