2026年中国固态变压器行业发展环境、市场运行格局及投资前景研究报告—智研咨询

Core Viewpoint - Solid State Transformers (SST) are leading a revolution in the power transmission and distribution sector, with significant potential for growth driven by AI computing and energy transition [4][5]. Industry Development Status - The SST industry in China is transitioning from technology validation to large-scale commercialization, characterized by pilot projects, the need for standards, and cost challenges [5]. - Key obstacles in application testing include the lack of national standards in data centers, insufficient reliability data, and technical bottlenecks in medium-voltage operations [5]. - A clear path for scaling has been established, with the 800V architecture for data centers expected to achieve large-scale application by 2027, contingent on device reliability verification and load testing [5]. Industry Development Trends - The future of the SST industry will rely heavily on breakthroughs in material performance and technological innovation, focusing on overcoming existing technical bottlenecks [6]. - The application ecosystem for SSTs is expected to diversify beyond single fields, initially focusing on AI data centers and smart grids, with potential expansion into electric vehicle charging networks, industrial frequency conversion, and rail transportation [7]. - The industry landscape is being reshaped through competition and collaboration, with a focus on self-sufficiency and global expansion, as domestic companies leverage core technologies and scale to enhance competitiveness [8]. Company Layouts - Key players in the SST market include Jinpan Technology, which has a robust order backlog and rich overseas data center client resources [14]. - Zhongheng Electric is leveraging its HVDC technology to provide comprehensive solutions, with clients including major companies like Tencent [14]. - Other notable companies include Xidian Electric, which has successfully operated a 2.4MW SST in a national project, and TBEA, which is involved in integrated solutions for transformers, cables, and energy storage [14].