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萬控智造(603070.SH):產品可應用到AI數據中心的配電系統

格隆匯7月15日丨萬控智造(603070.SH)在投資者互動平臺表示,高壓直流HVDC是一種利用高壓直流電進行遠距離、大容量電能傳輸的技術,屬於輸電領域。公司主營配電開關控制設備,電能經過傳輸進入配網交流側後,可以使用公司的產品;固態變壓器是一種基於電子電力技術的新型電能變換裝置,若其輸出電壓爲交流40.5kV及以下,則可使用公司對應電壓等級的產品;同理,公司的產品也可應用到AI數據中心的配電系統。公司產品主要包括電氣機櫃和氣體絕緣開關設備,主要應用於指定型號的交流系統中;其中電氣機櫃爲配電開關設備的重要組成部分,並非成套產品,實際應用場景和落地情況視下遊客戶的市場銷售和具體用戶需求而定。

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