近年来，随着全球能源结构加速转型、新型电力系统建设持续推进，以及新能源装机规模快速增长，变压器行业持续保持高景气度。特别是在“双碳”目标驱动下，风电、光伏等可再生能源大规模并网，对输配电设备提出了更高要求，带动了高效节能型、智能化变压器的市场需求。此外，国家电网和南方电网等持续加大电网投资力度，特高压、配电网升级改造等项目密集落地，进一步拉动了变压器产品的订单增长。同时，海外市场对中国变压器产品的需求也在稳步上升，尤其在“一带一路”沿线国家，中国变压器凭借技术成熟、性价比高等优势，出口量显著提升。行业龙头企业通过技术升级、产能扩张和产业链整合，不断提升竞争力，推动整个行业向高质量、绿色化方向发展。综合来看，受益于政策支持、能源转型和全球电力基础设施建设需求，变压器行业的高景气态势有望在未来一段时间内延续。
In recent years, the transformer industry has maintained high momentum, driven by the accelerated global energy transition, ongoing development of new power systems, and rapid expansion of renewable energy installations. Under China’s ‘dual carbon’ goals—peaking carbon emissions and achieving carbon neutrality—the large-scale grid integration of wind and solar power has raised demand for more efficient, energy-saving, and intelligent transformers. Additionally, sustained investment by State Grid and China Southern Power Grid in upgrading transmission and distribution infrastructure, including ultra-high-voltage (UHV) projects and distribution network modernization, has significantly boosted transformer orders. Overseas demand for Chinese-made transformers is also rising steadily, particularly in Belt and Road Initiative countries, where Chinese products are favored for their mature technology and cost-effectiveness. Leading enterprises in the sector are enhancing competitiveness through technological upgrades, capacity expansion, and supply chain integration, steering the industry toward high-quality and sustainable development. Overall, supported by favorable policies, energy transformation trends, and growing global demand for power infrastructure, the transformer industry’s strong growth outlook is expected to continue in the near term.
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