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Chinese power equipment exports surge in 2025 due to global AI-driven infrastructure demand, especially in emerging markets.
Chinese power equipment exporters are seeing strong growth in 2025 as global AI expansion drives demand for upgraded grids and data centers.
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.
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.
Major international projects in Saudi Arabia and Brazil underscore China’s expanding role, despite some payment delays in developing nations.
Analysts expect sustained demand through 2030.
Las exportaciones de equipos eléctricos chinos aumentarán en 2025 debido a la demanda global de infraestructura impulsada por IA, especialmente en los mercados emergentes.