Industrial Securities: 800V DC Becomes a Development Trend; SST Has Broad Prospects

The global outdoor power cabinet market is projected to reach RMB 271 billion by 2030. The bank estimates that global AIDC IT total load will add 69.9 GW by 2030.

Zhitong FinanceJun 26 10:30

Yigeer (002922) Q1 2026 Earnings Commentary: Overseas Business Continues to Gain Momentum Amid Strong Data Center Demand

Key Highlights: The company released its Q1 2026 report, recording revenue of RMB 1.276 billion in Q1 2026, an increase of 17.71% year-over-year; net profit attributable to shareholders amounted to RMB 690 million, up 63.53% year-over-year. It is expected that the main

CITIC SecuritiesJun 18 15:07

Will the high demand for transformer exports last another two to three years? Export models upgrade as SST notes, “Nobody has orders” | Industry Watch

① Conventional transformer exports are currently experiencing a golden window period marked by simultaneous growth in both volume and price, with industry experts forecasting that this high-demand phase will persist for at least another two to three years; ② The solid-state transformer sector remains in the sampling or R&D phase, with companies such as Eigol explicitly stating that commercial orders exceeding ten units are unlikely before 2028; ③ 2026 is regarded by capital markets as the inaugural year for overseas production capacity contributions from Chinese transformer manufacturers.

cls.cnJun 13 20:38

Oriental Securities: Multiple manufacturers launch new SST products; bullish on the solid-state transformer industry chain

With the explosive global growth in computing power, electricity demand from data centers worldwide is rising rapidly, and power supply-demand imbalances are becoming increasingly pronounced. NVIDIA’s white paper explicitly outlines a technical roadmap, positioning SST as the ultimate solution for upgrading power distribution architectures in AI-era data centers.

Zhitong FinanceJun 11 10:29

IPO News | Eigor (002922.SZ) Plans Hong Kong IPO; China Securities Regulatory Commission Requests Additional Clarification on Regulatory Procedures Related to Overseas Investments and Other Matters Concerning Its Overseas Subsidiaries

The China Securities Regulatory Commission (CSRC) issued the 'Supplementary Materials Requirements for Overseas Listing Filings (May 25, 2026 – May 29, 2026).'

Zhitong FinanceMay 29 19:29

Igor (002922.SZ): Transformer products have mature applications in data centers, photovoltaics, and energy storage.

Gelonghui, May 28 — Egor (002922.SZ) stated on an investor interaction platform that the company's transformer products, including oil-immersed transformers, dry-type transformers, and phase-shifting transformers, have been successfully applied in data centers, photovoltaic, and energy storage sectors, earning strong recognition from customers in China, Southeast Asia, North America, Europe, and other regions. The company is closely monitoring market opportunities related to data centers, energy storage, and other technologies or products, and will actively pursue new business opportunities.

Gelonghui FinanceMay 28 15:10