AIDC construction promotes the accelerated upgrading of the power supply architecture, and test power supplies are expected to usher in development opportunities. The agency believes that as the data center power supply architecture continues to evolve from UPS to HVDC and SST, test targets will be extended from a single PSU to Power Shelf, BBU, and the entire rack system; at the same time, the cabinet power level continues to rise, which is expected to drive the volume and price of test power supplies to rise sharply. We are optimistic that domestic manufacturers will achieve rapid growth in the context of industry expansion and technological upgrading through the accumulation of high-power technology and domestic replacement opportunities.

AIDC construction promotes the accelerated upgrading of the power supply architecture, and test power supplies are expected to usher in development opportunities. The agency believes that as the data center power supply architecture continues to evolve from UPS to HVDC and SST, test targets will be extended from a single PSU to Power Shelf, BBU, and the entire rack system; at the same time, the cabinet power level continues to rise, which is expected to drive the volume and price of test power supplies to rise sharply. We are optimistic that domestic manufacturers will achieve rapid growth in the context of industry expansion and technological upgrading through the accumulation of high-power technology and domestic replacement opportunities.