Core Viewpoint - Schneider Electric has consistently participated in the China International Import Expo (CIIE) since its inception in 2018, showcasing its commitment to the Chinese market and emphasizing the increasing proportion of original products developed in China [1][2]. Group 1: Company Commitment and Strategy - Schneider Electric has been operating in China for 38 years and considers it its second-largest global market and a key supply chain and R&D base [1]. - The company is committed to its "China-centered" strategy, focusing on digital technology, ecological cooperation, and industrial applications to drive transformation in key sectors such as data centers, oil and gas, and zero-carbon parks [1][3]. - The company has established an agile mechanism integrating R&D, production, and sales, continuously investing in talent and ecological cooperation to better meet local market demands [3]. Group 2: Product Innovation and Market Response - At the CIIE, Schneider Electric introduced several innovative products, including the BlokSeT low-voltage switchgear and the upgraded MasterPacT MTZ air circuit breaker, which was launched simultaneously from its Shanghai factory [2]. - The company reported a 26% increase in signed contracts at the 2024 CIIE compared to the previous year, indicating strong market demand for its innovative solutions [2]. - Schneider Electric's environmentally friendly switchgear, developed in China, has been widely adopted globally, contributing to sustainability efforts by reducing greenhouse gas emissions [2]. Group 3: Global Market Strategy - Schneider Electric views China as a vital strategic hub for expanding its global business, leveraging the country's market vitality and scale [3]. - The company aims to enhance its investments in China, emphasizing that its operations not only serve the local market but also enable Chinese innovations to be exported globally [3].

Core Insights - The WAIC 2025, held in Shanghai, showcased over 3,000 cutting-edge exhibits and more than 100 global and Chinese product launches, marking the largest scale in its history [1][2] - Schneider Electric emphasized the importance of "computing and electricity synergy" in addressing the energy challenges faced by data centers amid the rapid growth of AI technology [1][5] Group 1: AI Technology Applications - Numerous exhibitors focused on the practical applications of AI technology across various industries, with Schneider Electric introducing several AI-driven solutions for sectors like consumer goods, oil and gas, data centers, and smart buildings [2] - The EcoStruxure Building GPT, an AI agent, enhances HVAC operations and building energy efficiency, supporting green development [2][3] Group 2: Energy Challenges in Data Centers - Data centers are facing unprecedented energy challenges due to the rapid expansion of intelligent computing centers, with electricity demand increasing exponentially and carbon emissions pressures rising [5][6] - A report from Schneider Electric predicts that by 2030, the electricity consumption of data centers in China could exceed 700 billion kilowatt-hours, accounting for 5.3% of the national total [6] Group 3: Schneider Electric's Initiatives - Schneider Electric has established AI innovation labs in China and has built 20 "zero-carbon factories" and 15 national-level "green factories," showcasing its commitment to sustainability [4] - The company is promoting a three-layer architecture for "computing and electricity synergy" to optimize energy management in data centers, addressing challenges such as supply stability, cost control, and carbon emissions [6][7]

Core Insights - Schneider Electric held the 2025 Intelligent Computing Summit themed "AI Leading the Way, Symphony of Computing Power" in Ya'an, Sichuan, discussing the energy challenges and opportunities brought by AI technology [1][3] - The company launched the EcoStruxure Energy Operation system, showcasing comprehensive digital infrastructure solutions for data centers, aimed at enhancing reliability, efficiency, adaptability, and sustainability [1][5] Industry Trends - The computing power industry in China is accelerating towards clustering, greening, and intelligence under the dual drivers of the digital economy and "dual carbon" goals, with new intelligent computing centers being built alongside upgrades of existing facilities [3] - Data centers are recognized as critical infrastructure for the digital economy, necessitating a development model that balances efficiency and sustainability [3] Technological Innovations - Schneider Electric introduced the EcoStruxure Energy Operation system tailored for the Chinese market, focusing on key sectors like data centers, covering low and medium voltage distribution, microgrid monitoring, and comprehensive energy management [5] - The company is enhancing data center resilience through various technologies, including medium voltage ring network architecture and modular cooling solutions, addressing challenges posed by high-density computing [6] Collaborative Efforts - Schneider Electric is collaborating with Sichuan West Data Industry Co., Ltd. to explore innovative practices in the data center sector, leveraging its digital technology and sustainable practices to enhance energy efficiency and operational stability [7] - The partnership aims to drive the upgrade of the big data industry in the region, injecting new momentum into local digital economic development [7]