2026-01-13 05:39Summary of AIDC Conference Call Industry Overview - The conference call focuses on the AIDC (Artificial Intelligence Data Center) industry, particularly the transition towards 800 VDC (voltage direct current) systems and the adoption of solid-state circuit breakers (SSCB) [1][3][4]. Key Points and Arguments - Transition to 800 VDC: The domestic 800 VDC pilot projects are being implemented, marking a significant shift towards direct current and high voltage systems, which will drive the evolution of UPS (Uninterruptible Power Supply) to HVDC and SST (Solid-State Transformer) [1][3]. - Solid-State Circuit Breakers (SSCB): The application of SSCBs in 800 V systems is accelerating, with companies like Eaton, ABB, and domestic firms such as Liangxin, Taiyong Changzheng, and Chint Electric actively investing in this technology [1][5]. - Market Acceptance: There is an increasing acceptance of direct current power supply solutions in the market. Companies like ByteDance are testing DC UPS and 800 V HVDC systems, indicating a growing willingness to adopt these technologies [1][6]. - Investment Potential: Companies such as Zhongheng Electric, Keda, and Oulutong are identified as having significant investment potential due to their strategic positions and partnerships with major players like Alibaba and ByteDance [1][7]. - Impact of Overseas Markets: The North American market shows a significant influence on high voltage direct current systems, with companies benefiting from the new cycle of internet infrastructure investment [1][8]. - Future Demand for SSCBs: The demand for SSCBs is expected to grow significantly, with projections indicating a market space of 2 billion yuan by 2027 if the penetration rate of 800 V HVDC reaches 20% [2][13]. Additional Important Insights - Economic Benefits of SSCBs: The adoption of SSCBs in data centers is expected to yield substantial economic benefits, including reduced maintenance costs and increased electrical lifespan [12][13]. - Application Scenarios: SSCBs are particularly suited for high-frequency operations and compact requirements in data centers, with applications in various scenarios such as multi-ecological access and high-voltage DC relay upgrades [14][15]. - Market Forecast: The global market for SSCBs is projected to reach 30 billion yuan by 2027, with a significant portion of this market driven by overseas demand due to higher penetration rates and pricing [13]. This summary encapsulates the key discussions and insights from the AIDC conference call, highlighting the industry's transition towards high voltage direct current systems and the growing role of solid-state circuit breakers.