中国电力设备出海正当时丨每日研选

Group 1 - The UK government has announced the removal of 33 import tariffs on wind turbine components, effective from April 1, 2026, aiming to strengthen the offshore wind supply chain and enhance the competitiveness of domestic manufacturing [1] - The UK is expected to experience a sustained peak in offshore wind grid connection over the next five years, benefiting domestic companies with cost and capacity advantages, particularly in the areas of tower and submarine cable production [1] - The global electricity infrastructure is undergoing rapid upgrades due to a simultaneous push for renewable energy and the emergence of new technologies driving electricity demand [1] Group 2 - The synergy between electricity and computing power is gaining momentum, driven by top-level policy design and explosive demand for AI applications, leading to a significant increase in electricity consumption in data centers [2] - By 2026, the share of intelligent computing power in China is projected to rise from 3% in 2016 to 73%, with ongoing electricity shortages in key regions like the Yangtze River Delta [2] - In response to the electricity demand surge, U.S. grid operators have approved $75 billion in transmission expansion projects, focusing on building 765 kV ultra-high voltage lines, which will quadruple the existing mileage [2] Group 3 - Domestic companies with core technology in transformer and grid equipment are expected to achieve volume and profit growth through international expansion, capitalizing on global grid upgrades and increased electricity consumption driven by AI [3] - Key areas of focus include the export chain for power equipment, where domestic firms can leverage their complete industrial chain and delivery capabilities to meet the demand for transformers and switches in the U.S. [3] - The migration of data centers to regions rich in renewable energy is anticipated to improve the operational challenges faced by renewable energy operators, highlighting the importance of integrated energy service providers [3] Group 4 - The UK’s tax exemption policy and the acceleration of domestic offshore wind construction are expected to benefit core components such as piles, submarine cables, and complete machines [4]