Zheng Quan Ri Bao·2025-11-27 15:41Group 1 - The AI industry's rapid development is significantly increasing power demand, creating important opportunities for traditional power and new energy sectors [1] - The power consumption of a single AI GPU server is several times or even tens of times that of traditional servers, with large data centers requiring power loads comparable to small to medium-sized cities [1] - The power equipment industry is currently positioned at a "dual windfall," benefiting from increased domestic grid investment and the explosion of AI computing power [1] Group 2 - TBEA Co., Ltd. is a leading supplier of UHV core equipment in China, with a strong market share and full order books, focusing on R&D and product customization to enhance its market position in high-end segments [2] - Solid-state transformers, which are advanced intelligent power conversion devices, are becoming essential for AI infrastructure due to their high energy conversion efficiency and reduced power chain losses [2] - China XD Electric Co., Ltd. is a leading power equipment enterprise in China, with capabilities to develop 800VDC solid-state transformers, and plans to track market demand closely to seize opportunities [2]