Domestic transformers are experiencing a surge in overseas orders! China has become the world's largest transformer manufacturing country.

K-LinePoet · 2026-03-22T09:04:36+00:00

Domestic transformer manufacturing companies are experiencing a sustained increase in orders, with some firms' production schedules already booked through 2027. The substantial electricity demand from ultra-large AI data centers is significantly boosting the growth of the transformer industry, and the total export value is expected to reach 64.6 billion yuan in 2025. China has become the world's largest producer of transformers.

K-LinePoet

2026-03-22 09:04:36

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Recently, transformer manufacturers across many regions in China have been operating at full capacity. Overseas orders continue to flood in, with some companies’ production schedules booked until 2027. Data shows that the power consumption load of a super-large AI data center has exceeded 1 gigawatt, equivalent to the peak summer electricity demand of a medium-sized city. Additionally, AI large models are accelerating from the “training” phase to the “inference” phase, which means their electricity consumption is shifting from one-time investment to continuous consumption. Data indicates that there are approximately 3,000 transformer companies in China. By 2025, the total export value of transformers will reach 64.6 billion yuan, a nearly 36% increase compared to 2024. China has become the world’s largest transformer producer, with clear advantages in raw materials, costs, and production cycles. (CCTV Finance)

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