Transformer Makers in China See Booming Exports, Production Backlogs till 2027 Amid Global AI Data Center Demand
According to Cailian Press, transformer enterprises in multiple regions across China are operating at full capacity, with abundant export orders, and some have production schedules extending to 2027. Ultra-large-scale AI data centers have power loads exceeding 1 GW, comparable to the summer peak electricity consumption of a mid-sized city. Driven by growing global power infrastructure spending, ex-China demand for transformers remains robust and exports have hit new highs. Caixin Securities recommends paying attention to transformer producers with advantages outside China and related parts enterprises.