As the global energy transition enters a critical phase and the development of AI computing power converges with the wave of power grid upgrades, the transformer and high/low-voltage switchgear industry—serving as the "core hub" of power systems—is entering a golden era of development, empowered by policy, market, and technological advancements!
Policy Boost: Continued Release of Domestic and International Market Demand
Sustained policy efforts are injecting strong momentum into the industry’s development. Domestically, the “East-to-West Computing” initiative is advancing rapidly, with a clear target that by the end of 2025, green power will account for over 80% of electricity at newly built data centers in national hub nodes. The construction of massive computing hubs is driving explosive growth in demand for highly stable, low-loss power equipment, while transmission and transformation projects across the country are breaking ground in rapid succession, expanding application scenarios;In overseas markets, global electricity consumption is projected to grow by nearly 4% annually through 2027. Many countries are accelerating grid modernization and upgrades; global investment in power transmission grew by 10% in 2023 to reach $140 billion. However, grid construction continues to lag behind the pace of renewable energy installation, and the market gap is widening, creating opportunities for Chinese companies to expand overseas.
The "East Data, West Computing" initiative and overseas power grid construction have opened up vast development opportunities for Chinese enterprises to expand their markets and go global.
Driven by favorable policies and market demand, the industry continues to advance technological innovation and product upgrades, providing reliable power solutions for diverse scenarios such as renewable energy integration and power supply for computing centers, thereby supporting the green and intelligent transformation of the energy sector and the development of global energy infrastructure.
Technological Innovation: Driving the Industry’s Transition Toward Green and Intelligent Development
Upgraded market demands are driving technological iteration, and the power industry is accelerating its transition toward high intelligence, green development, and low-carbon operations. In 2024, China’s major power enterprises invested 198.32 billion yuan in scientific and technological innovation, a year-on-year increase of 9.16%. Significant achievements in independent intellectual property rights have been made in the power grid sector, particularly in ultra-high voltage equipment and grid-forming technologies. Transformer energy-saving technologies and remote operation and maintenance technologies for smart equipment have become key focuses of industry innovation.
Tiantong Power has deepened its roots in the industry for many years, consistently keeping pace with technological trends. With strong in-house R&D capabilities and the ability to provide customized product solutions, the company possesses end-to-end technical advantages spanning from R&D to after-sales service, catering to diverse application scenarios such as renewable energy integration and data center power supply.
With technological innovation as its core driving force, the company is accelerating its transition toward green and intelligent solutions, injecting strong momentum into the high-quality development of the energy industry.
As a seasoned industry player, TianTong Power actively embraces the wave of green and intelligent transformation through its full-chain technical advantages and customized solutions, continuously contributing to the high-quality development of the sector.
Accelerating Global Expansion: "Made in China" Captures Global Markets
China’s power equipment exports have maintained strong momentum. From January to September 2025, the cumulative export value of power equipment reached 65.596 billion yuan, a year-on-year increase of 36.33%. Among these, transformer exports performed particularly well, with a cumulative export value of 35.092 billion yuan, up 52.73% year-on-year, with the African and Asian markets leading the growth. Thanks to advantages such as high cost-effectiveness and strong technological adaptability, Chinese equipment continues to gain recognition in the global market.
Tiantong Power has seized opportunities to expand overseas, taking the lead in obtaining international certifications such as IEC and CE. The company has successfully implemented multiple key export projects across various regions. Leveraging reliable product quality and customized solutions, it has become the core equipment supplier for numerous landmark projects locally, driving "Chinese Smart Manufacturing" toward the global stage.
With technological innovation as its core driver and a global strategic layout as its development direction, the company makes a solid contribution to advancing "Made in China" worldwide.
Standing at a new starting point in the industry’s development, Tiantong Electric will continue to take technological innovation as its core driving force and rely on high-quality products and services. By seizing the dual opportunities presented by the energy transition and the opening of global markets, we will deepen our presence in the domestic market and expand our overseas footprint, contributing Chinese strength to the high-quality development of the global power industry!
