Zhongtai Securities: AI-Driven Demand Expands Overseas Market for Power Equipment

Stock News12-09

Zhongtai Securities released a research report highlighting three key trends for the coming year. First, the AI-driven data center (AIDC) sector will continue to benefit from strong global demand, supporting stock performance. Second, tight supply-demand conditions in overseas power equipment markets, particularly in the U.S., create opportunities for Chinese suppliers to expand internationally. Third, steady growth in domestic power grid investments persists.

AIDC construction is driving surging electricity demand, with China and the U.S. contributing significantly to global power consumption growth, further accelerating Chinese power equipment exports.

**Sector Focus: AIDC** Overseas cloud providers’ sustained high capital expenditures fuel AIDC demand. Meanwhile, rising data center power loads necessitate upgrades in both rack-level (PSU) and facility-level (SST) power systems, creating industry-wide opportunities.

- **SST (Solid-State Transformers)**: The shift from UPS to HVDC and SST solutions marks an early-stage industry transformation, presenting growth potential across the supply chain. - **PSU (Power Supply Units)**: As the most predictable earnings driver in AIDC power infrastructure, PSU suppliers could see stock upside if volume exceeds expectations.

AIDC power upgrades also generate investment opportunities in traditional equipment like transformers and circuit breakers.

**Domestic Power Grid**: Key themes include ultra-high voltage projects, rebounding smart meter tenders, and distribution network investment recovery.

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