GUIZHOU TAIYONG-CHANGZHENG TECHNOLOGY CO.(SZ:002927) Xin Lang Zheng Quan·2025-11-09 16:02Core Viewpoint - Guizhou Taiyong Changzheng Technology Co., Ltd. is actively engaging in the development and application of solid-state circuit breakers and transformers, focusing on market needs in data centers and overseas expansion, particularly in Southeast Asia and Russia [1][2][5]. Product Development - The company has developed a solid-state circuit breaker with a maximum current of 2500A, which has been applied in demonstration projects in rail transportation, shipping, and military sectors [2]. - Solid-state transformers are currently in the application scheme verification and market research phase, while phase-shifting transformers are in the prototype development stage [2]. Market Positioning - The company is focusing on the data center sector, with existing products applicable to low-voltage distribution in data centers, having been utilized in projects for major telecom operators like China Mobile, China Telecom, and China Unicom [3]. - Future plans include accelerating the development of high-voltage direct current distribution products to meet the demands of data infrastructure [3]. Technical Strategy - The company has outlined a three-pronged strategy to address industry innovations: 1. Promote digital and intelligent transformation by upgrading all product lines and establishing a three-layer architecture for real-time monitoring and management [4]. 2. Strengthen reserves in direct current distribution technology, focusing on mixed AC/DC and pure DC scenarios, particularly in the data center market [4]. 3. Develop technologies related to microgrids and virtual power plants, emphasizing integrated energy management systems [4]. International Expansion - The company is prioritizing market expansion in Southeast Asia and Russia, focusing on smart distribution products, transformers, and charging stations [5]. - A wholly-owned subsidiary has been established in Singapore, and a team for Southeast Asian operations has been formed, with initial trial orders from distributors already achieved [5].