Schneider Electric said on Wednesday it had signed new deals worth almost $2.3 billion with two U.S. data centre operators, as surging adoption of artificial intelligence boosts infrastructure demand. ...

HOUSTON, Nov. 18, 2025 (GLOBE NEWSWIRE) -- Powell Industries, Inc. (NASDAQ: POWL), a leading supplier of custom-engineered solutions for the management, control and distribution of electrical energy, today announced results for the fourth quarter and full year Fiscal 2025 ended September 30, 2025. All comparisons are to the comparable periods of Fiscal 2024, unless otherwise noted. Fourth Quarter Key Highlights: Revenues of $298 million increased 8%;Gross profit of $94 million, or 31.4% of revenue, increas ...

China could exploit the U.S.’s dependence on Chinese supply chains for products such as pharmaceuticals and electrical equipment, according to a new report to Congress https://t.co/iaJLPM93gf ...

Summary of Multi-Industry Heatmap: 3Q25 Industry Overview - The report covers various industries, including electrical equipment, discrete automation, mining, semiconductors, trucks, and agriculture equipment, with a focus on the performance trends in these sectors during the third quarter of 2025 [3][5]. Key Insights 1. **Earnings Performance**: Approximately 77% of the companies covered have reported, showing a largely positive trend in orders, margins, and EBITA performance [3]. 2. **Electrical Equipment Strength**: There is continuing strength in electrical equipment volumes, particularly driven by data center demand, with some positive signs in European residential construction [3]. 3. **Mixed Mining Results**: Mining results have been mixed, indicating variability in performance across different companies [3]. 4. **Semiconductor Weakness**: Despite earlier expectations of a turnaround in 2026, there has been observed weakness in the semiconductor sector [3]. 5. **Weakness in Trucks and Agriculture Equipment**: Activity in trucks and agriculture equipment is reported to be very weak, with a noted softening in Europe, which was previously expected only in the US [3]. 6. **Pricing Pressure in the US**: Companies with historically higher margins, such as Legrand, Atlas Copco, VAT, and Schneider, are facing challenges in justifying price increases due to weaker-than-expected pricing power in the US [4]. 7. **Global Heatmap Trends**: The broader global heatmap indicates improving trends in sectors such as autos, general industrial, consumer, rail, and construction in the EU and Americas, while healthcare in China/Asia is experiencing deceleration [5]. Additional Observations - **Sector-Specific Trends**: The report highlights specific sectors showing sequential improvement, including autos, general industrial, and EU healthcare, while marine and oil & gas sectors have turned negative [5]. - **Overall Stability**: The aggregated trends in the EU and US are positive, suggesting a degree of stability in the market, particularly in comparison to the previous quarters [5]. - **Future Monitoring**: The report emphasizes the need to monitor pricing strategies of higher-margin companies to understand their ability to maintain price increases amidst changing market conditions [4]. Conclusion The 3Q25 reporting season reflects a mixed but generally positive outlook across various industries, with specific challenges noted in semiconductors and trucks. The pricing dynamics in the US market warrant close attention as companies navigate inflationary pressures and changing demand patterns.

Core Viewpoint - The article highlights the significance of the Star Flash technology in the power industry, emphasizing its role in establishing a high-reliability communication network essential for the sector's operations [1][3]. Group 1: Technology and Application - Star Flash technology offers a peak transmission rate of 12 Mbps and ultra-low latency of less than 1 ms, significantly enhancing real-time control commands and video data transmission in power applications [3]. - The technology maintains stable transmission even in EMC interference environments, ensuring uninterrupted control commands and data transfer in high-security scenarios like substations and distribution networks [3]. - The launch of the first Star Flash-based smart switchgear by XJ Electric at the CEIC 2025 exhibition marks a significant milestone in the technology's large-scale application within the power industry [1][3]. Group 2: Future Prospects - With the maturation of chip and module industries, Star Flash technology is expected to accelerate penetration across all segments of the power system, becoming the next-generation mainstream wireless communication technology [4]. - The end-edge-cloud collaborative solution developed by Star Flash in the power sector sets a replicable model for industrial and smart manufacturing sectors, indicating its evolution from a technical option to a core foundation for industrial digitalization [4]. - A new industrial ecosystem worth over a trillion is rapidly taking shape around the Star Flash technology, highlighting its potential impact on the broader market [4].

格隆汇11月13日丨禾望电气(603063.SH)在互动平台表示，公司多年持续投入研发，磁悬浮电磁推进领 域相关技术已在多个大型实验装置中获得应用，目前正持续关注飞行器领域的应用可能，暂未取得实质 性进展。 ...

Summary of Conference Call on China's Transformer Exports Industry Overview - The focus of the conference call is on the **transformer export industry** in China, particularly regarding its performance in the **capital goods sector** and its implications for the **US market** [1][7]. Key Points and Arguments 1. **Export Growth**: China's transformer exports have increased by **40% year-to-date** (YTD) as of September 2025, with significant contributions from high voltage (HV) and medium voltage (MV) equipment sold to Europe and mid to low-voltage equipment directed towards the under-supplied US market [2][3][4]. 2. **US Market Dynamics**: Exports to the US are particularly focused on data centers, where demand is high and concerns about national security are less pronounced compared to grid networks. This trend is expected to continue as local Chinese companies ramp up supply [3][4]. 3. **Order Intake**: Companies like JST have reported approximately **$100 million** in orders from US data centers this year, with expectations to double that in 2026. Other Asian companies, such as LS Electric, have also secured significant contracts with US hyperscalers [3][9]. 4. **Lead Times**: The lead time for medium voltage switchgear from mainstream suppliers is currently around **1 year**, while Asian companies can offer much shorter lead times of **4-6 months**. This difference is crucial for maintaining competitive advantages [3][4]. 5. **Pricing Trends**: Despite increased competition, pricing for switchgear is not expected to decline in the near term. US Producer Price Index (PPI) data indicates a **5% year-over-year** increase in switchgear pricing in Q3 2025, up from **3% in Q2** [3][4][14]. 6. **Volume vs. Value Growth**: While the headline export growth of **40%** appears strong, actual volume growth is only **5.4%**. The value increase is attributed to favorable pricing conditions, tariff-related price hikes, and a shift in product mix towards higher average selling prices (ASP) [4][10]. Additional Important Insights - The competitive landscape is evolving, with more Asian low-voltage companies entering the US market and securing orders with major players like Amazon and other hyperscalers [9]. - The upcoming expert call on **November 25th** will discuss the migration of data centers to **800v DC design**, which is expected to have significant implications for DC equipment suppliers [10]. This summary encapsulates the critical insights from the conference call regarding the transformer export industry, highlighting growth trends, competitive dynamics, and pricing strategies.

格隆汇11月11日丨科华数据(002335.SZ)在互动平台表示，公司具备SST相关的技术储备。公司将持续深 耕并加大数据中心领域新技术新产品的研发，致力于推出更加安全可靠的供电保障产品及方案，更好地 满足数据中心的高功率、高密度电力需求。 ...

Group 1 - The article discusses the performance and insights from the Carillon Chartwell Mid Cap Value Fund for Q3 2025, highlighting key securities and market trends [3][4] - nVent (NVT) is identified as a top security, providing electrical connection and protection solutions that are essential for critical infrastructure across various sectors including industrial and commercial [4]

水木明拓凭借数字孪生技术创新突破绿氢经济性难题，在内蒙古项目中依托施耐德电气全流程数字孪生 系统，斩获全球首张欧盟REDIII绿氨认证。科兴电器则通过"智改数转"技术创新与"零碳计划"生态创新 双轮驱动，不仅效率提升20%-35%，更借微电网与储能系统实现约5年投资回报周期。 施耐德电气高级副总裁熊宜表示，将持续以创新技术与解决方案，从顶层规划到AI应用全方位赋能企 业，助力更多企业通过创新实现减碳与增长双赢，加速绿色低碳转型进程。 （文章来源：新华财经） 新华财经上海11月10日电（记者杨有宗） 第八届中国国际进口博览会期间，施耐德电气联合《哈佛商 业评论》中文版发布《可持续发展破局企业增长升维难题 —— 碳中和及可持续发展高管洞察2025》报 告。报告明确，创新已成为企业突破低碳转型瓶颈、实现可持续增长的核心驱动力，通过技术创新、战 略创新与生态协同创新三大路径，可有效破解转型难题。 上海交通大学教授尹海涛表示，企业低碳转型需突破技术瓶颈、整合生态资源，而创新正是破局关键。 报告提出，技术创新是低碳转型的核心支撑：数字化技术可提升能源利用效率，AI能优化生产流程、 降低传统能源依赖；战略创新需将可持续发展 ...