不仅仅是AI驱动！“电网心脏”变压器成抢手货 进博会上的能源巨头怎么看

Core Insights - The demand for transformers, considered the "heart of the grid," is surging globally, with the U.S. Department of Energy predicting a need to replace nearly 500,000 transformers over the next five years [1][3] - China accounts for 60% of global transformer production capacity, with exports reaching 29.711 billion yuan in the first eight months of 2025, a year-on-year increase of 51.42% [1][3] - The energy transition and increasing electricity demand, particularly from AI data centers, are driving the surge in demand for electrical equipment, including transformers [3][4] Industry Trends - The global energy transition is prompting countries to shift from traditional power generation to cleaner sources, necessitating a large amount of related equipment [3] - The construction of AI data centers is significantly increasing electricity consumption, with their energy needs growing exponentially compared to traditional data centers [3] - In Europe, the energy transition is robust, while the Middle East, particularly Saudi Arabia, is experiencing explosive growth in electricity demand [4] Company Developments - Hitachi Energy is expanding its transformer production capacity in Thailand with an investment of 455 million Thai Baht (approximately 14 million USD) to meet the growing electricity demand in the Asia-Pacific region [4] - Hitachi Energy has collaborated with over 400 Chinese partners on more than 1,000 projects globally, including modernization of power grids and renewable energy projects in various countries [6] - GE Vernova showcased carbon capture solutions at the China International Import Expo, highlighting its potential to reduce carbon emissions by up to 95% in combined cycle power plants [5]