中恒电气:公司的HVDC产品已广泛应用于大型数据中心、智算中心等场景

Core Viewpoint - The company, Zhongheng Electric (002364.SZ), has reported that its HVDC products are widely used in large data centers and intelligent computing centers, with specific cases of data center renovations available in its regular reports [1]. Group 1: Product Application - The HVDC products are currently applied in various scenarios, including large data centers and intelligent computing centers [1]. - The company has specific cases of HVDC applications in data center renovations [1]. Group 2: Investor Inquiries - Investors have raised questions regarding the sourcing of transformers and UPS in the HVDC-Panama system, inquiring whether they are proprietary products or sourced externally [3]. - There are inquiries about the prevalence of HVDC power supply solutions in newly built computing centers since Q4 2025 and the penetration rate of HVDC in the renovation of old data centers [3]. - Questions have also been posed regarding the company's progress in expanding into foreign markets, particularly North America, and how its products compare to domestic competitors like Sungrow and Kstar [3].

HANGZHOU ZHONGHENG-中恒电气:公司的HVDC产品已广泛应用于大型数据中心、智算中心等场景 - Reportify