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调研速递|青岛特锐德接待国寿资产等49家机构调研 SST技术2026年将实现商业化落地
Xin Lang Cai Jing· 2025-11-02 15:32
Group 1 - The core viewpoint of the article highlights the strategic transition of Teruid from a device supplier to an energy service provider in the data center sector, leveraging over 20 years of experience in high-voltage power systems and over 10 years in power electronics technology [2][4] - Teruid has established a "three-step" strategy: short-term focus on becoming an integrated solution expert, and long-term goal to transform into a power energy supplier covering the entire service chain from design to energy management [2][6] Group 2 - The solid-state transformer (SST) project is a key technological focus for Teruid, with plans to commercialize the first SST solution for data centers by 2026, achieving over 98% energy conversion efficiency by 2027 [3][8] - Teruid's core competitive advantage lies in the deep integration of high-voltage power systems and power electronics technology, enabling the provision of "turnkey" services that significantly reduce construction time and costs for data centers [4][5] Group 3 - Teruid has established partnerships with major clients such as China Mobile, Tencent, and Alibaba, participating in significant projects like the Beijing-Tianjin-Hebei data center and the Western Cloud Data Center [5] - The long-term strategy of Teruid aims to position the company as a global leader in new power systems and intelligent computing infrastructure, progressing through three phases: integrating modular substations with SST technology, expanding energy management services, and exploring energy supply and sales business [6][7] Group 4 - The increasing demand for AI computing power is driving the need for modular and energy-efficient power supply equipment in data centers, with Teruid's SST technology poised to address these challenges effectively [8] - The potential applications of SST technology extend beyond data centers to include green hydrogen production and high-power charging for heavy-duty vehicles, indicating a broad market opportunity if cost competitiveness is achieved [8]