AIDC行业一体化电源模块系统
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【风口研报·公司】数据中心配套变压器+固态变压器,这家公司产品符合AIDC行业一体化电源模块系统发展趋势,新增量空间打开
财联社· 2025-09-29 11:17
Group 1 - The company's products, including data center transformers and solid-state transformers, align with the integrated power module system development trend in the AIDC industry, opening up new growth opportunities [1] - The overseas hot air materials market is expected to exceed 50 billion yuan in replacement demand, with the company holding a unique 3D conical perforation patent technology, and related orders are anticipated to ramp up starting in 2025 [1]