变压器订单激增的背后，是算力用电的大幅增长。作为"电力心脏"的变压器肩负重任。在广东，2025年 全省数据中心用电量同比增幅接近30%，其中韶关算力集群用电增速连续多月超过50%。 SFC 当前，全球AI算力建设进入爆发期，高功率、高稳定的供电成为算力集群的"生命线"，电力设备变压器 正升级为算力基础设施的核心。记者在我国广东、江苏等地调研发现，大量变压器工厂已经处于满产的 状态，其中部分面向数据中心的业务订单都排到了2027年。 全球AI算力中心的爆发式增长，让变压器成为稀缺资源，美国市场交付周期已经从50周延长至127周。 广东佛山某电气设备有限公司营销负责人李霞表示，相对欧美的交付周期，我们大约不到它们的五分之 一。目前订单比较充沛，我们希望将海外的营收占比达到50%及以上。 满产的情况也出现在长三角，在江苏的一家变压器工厂，产品订单已经排到2027年底。 中国电力企业联合会电力装备分会秘书长蔡义清：我国已经成为世界第一大变压器生产国，建成了全球 最完备的变压器生产体系，具有全产业链自主可控的硬实力，产能约占全球60%。 来源丨央视财经 ...

Core Insights - In the first nine months of the year, the total electricity consumption in five southern provinces of China (Guangdong, Guangxi, Yunnan, Guizhou, Hainan) reached 13,446 billion kilowatt-hours, marking a year-on-year increase of 4.89% [1][2] - The industrial production, particularly in the manufacturing sector, has shown signs of stabilization and recovery, with emerging sectors such as internet data services and charging services experiencing strong growth [1][2] Industry Performance - Electricity consumption across different sectors from January to September showed significant growth: primary industry by 9.18%, secondary industry by 3.86%, tertiary industry by 7.23%, and urban-rural residential consumption by 5.23% [1] - In September, industrial electricity consumption in the five provinces reached 969 billion kilowatt-hours, up 6.89% year-on-year, with manufacturing electricity consumption at 778 billion kilowatt-hours, particularly in high-tech and equipment manufacturing, as well as consumer goods manufacturing [1] Regional Insights - Guangdong province, a major economic hub, demonstrated strong resilience and vitality, with total electricity consumption in September reaching 935 billion kilowatt-hours, a 6.61% increase year-on-year, and industrial electricity consumption at 500 billion kilowatt-hours, up 6.23% [1] Emerging Sectors - The "three new" sectors (new industries, new business formats, new models) in the five southern provinces maintained rapid growth in electricity consumption, with internet data services consuming 51 billion kilowatt-hours (up 46.05%) and charging services consuming 232 billion kilowatt-hours (up 43.18%) [2] - Notably, the electricity consumption for computing power has surged, with Guangdong having the highest internet data service consumption and Guizhou experiencing the fastest growth at 72.92% year-on-year [2]