由于全球AI驱动的基础设施需求,特别是在新兴市场,中国电力设备出口在2025年激增。 Chinese power equipment exports surge in 2025 due to global AI-driven infrastructure demand, especially in emerging markets.

中国电力设备出口商在2025年出现强劲增长,因为全球AI扩张驱动了对升级电网和数据中心的需求。 Chinese power equipment exporters are seeing strong growth in 2025 as global AI expansion drives demand for upgraded grids and data centers. 变压器和高压转换器向新兴市场的出口年同比增长37.8%和28.5%,四源电等公司报告收入为33%,利润为47%。 Exports of transformers and high-voltage switchgear to emerging markets rose 37.8% and 28.5% year-on-year, with firms like Sieyuan Electric reporting 33% revenue and 47% profit gains. 美国的基础设施挑战,包括设备老化和预计变压器短缺,正在日益依赖外国供应商,而亚洲、非洲、拉丁美洲和中东国家正在对数字和能源基础设施进行大量投资。 U.S. infrastructure challenges, including aging equipment and projected transformer shortfalls, are increasing reliance on foreign suppliers, while countries in Asia, Africa, Latin America, and the Middle East are investing heavily in digital and energy infrastructure. 沙特阿拉伯和巴西的重大国际项目凸显了中国日益扩大的作用,尽管发展中国家有些付款拖延。 Major international projects in Saudi Arabia and Brazil underscore China’s expanding role, despite some payment delays in developing nations. 分析员预计,需求将持续到2030年。 Analysts expect sustained demand through 2030.