中恒电气子公司与SuperX设立合资公司 面向全球推出HVDC解决方案

Core Insights - Zhongheng Electric (002364) announced a joint venture with SuperX to establish SuperX Digital Power Pte. Ltd., with Enervell holding 20% and SuperX holding 40% of the joint venture [1] - The collaboration aims to create the "SuperX Digital Power" brand for HVDC and ecological products in overseas markets, leveraging both parties' strengths in customer resources and technology [1][2] Company Overview - Zhongheng Electric is a leading player in HVDC technology in China, with its solutions deployed in major data centers of top operators and internet giants like China Mobile, Alibaba, and Tencent [2] - The joint venture will introduce Zhongheng's HVDC power supply technology to meet the core demands of future AI data centers, focusing on green, efficient, and high-density solutions [2] Market Potential - HVDC technology offers significant advantages, including improved energy efficiency, higher power density, smaller footprint, greater system reliability, and a reduction in total cost of ownership (TCO) by over 20% [2] - With the upcoming launch of NVIDIA's Rubin Ultra NVL576, which will have a power consumption of 600kW per cabinet, HVDC is becoming essential for next-generation AI data centers, indicating substantial market demand [2] Strategic Benefits - For SuperX, Zhongheng Electric not only provides financial support but also access to its extensive resources and application scenarios in the Chinese market, facilitating rapid technology iteration and commercialization [3] - The partnership will expand SuperX's business scope from AI servers and cooling solutions to the core of data centers—power distribution systems, enhancing Zhongheng's international market entry [3] Technological Integration - The joint venture will enable SuperX to launch HVDC products that are deeply integrated with AI servers and cooling solutions, creating a comprehensive technology advantage in performance and competitive TCO [3] - SuperX's CTO emphasized that the collaboration represents a deep synergy in technology roadmaps, setting a new global standard for high-efficiency AI data centers while enabling clients to scale their computing resources sustainably [3]