引言 在"双碳"目标与数字化转型的双重驱动下，企业对能源利用的诉求已从单一的"设备节能"升级为全 场景的"系统提效"。无论是追求极致PUE的数据中心、需要精细化运营的商业楼宇，还是面临严苛减排 压力的工业园区，企业决策者在寻找合作伙伴时，不再仅仅寻找一个"卖产品"的供应商，而是寻找能够 深刻理解特定行业痛点、提供"软硬一体"定制化方案的战略伙伴。 面对市场上众多的技术供应商，决策者们往往面临困惑：能效管理厂家众多，谁才是适合我的"最 优解"？真正的强者，不在于单纯的产品线罗列，而在于能否针对不同行业的复杂场景，提供从底层硬 件互联、中层边缘控制到顶层数字化咨询的完整闭环能力。本文将深入盘点五家在能效管理领域具有代 表性的行业领军企业，剖析其核心优势与适用领域，助您找到最匹配自身需求的能效专家。 一、施耐德电气 (Schneider Electric) 核心定位与技术架构：作为全球产业技术的领导者，施耐德电气确立了"数字化 + 电气化 = 可持续"的 核心战略。其最大的差异化优势在于通过 EcoStruxure™ 架构，构建了从互联互通产品、边缘控制到应 用、分析与服务的完整层级。施耐德电气不仅提供技术，更通过 ...

华经产业研究院为助力企业、科研、投资机构等单位了解高压开关柜行业发展态势及未来趋势，特重磅 推出《2026-2032年中国高压开关柜行业市场需求监测及投资风险评估报告》，本报告由华经产业研究 院研究团队对高压开关柜行业进行多年跟踪研究，使用桌面研究与定量调查、定性分析相结合的方式， 全面解读高压开关柜行业市场，深度挖掘行业潜在商机；科学运用研究模型，多维度对行业投资风险进 行评估后精心研究编制。 高压开关柜作为电力系统中的关键配电设备，广泛应用于3.6kV至40.5kV的交流配电系统，以其占地面 积小、安装便捷、安全可靠等特点，在输配电环节中发挥着不可替代的作用。近年来我国高压开关柜行 业产量逐年增长，产量从2018年的183.76万台增长至2024年的237.3万台，2018-2024年CAGR为4.4%。 近年来我国高压开关柜出口整体呈增长态势，2019年我国高压开关柜出口额为79.79亿元，到2025年我 国高压开关柜出口额增长至249.77亿元，2019-2025年CAGR为20.9%。 从我国高压开关柜出口目的地出口额分布来看，2025年我国高压开关柜共出口至196个国家和地区，其 中出口额排前五的 ...

据港交所2月26日披露，青岛特锐德（300001）电气股份有限公司(300001.SZ)向港交所主板递交上市申请书，中国银河（601881）国际、广发证券为其联席 保荐人。据招股书，特锐德是全球最大的高压预制舱变电站制造商与中国最大的电动汽车充电设备制造商及充电网运营商。 公司简介 招股书提到，特锐德的业务全面覆盖高压、中压预制舱变电站、变压器和开关设备以及电动汽车充电设备的研发、制造、销售，以及建设并运营电动汽车充 电网。根据灼识咨询的资料，以2023年及2024年预制舱变电站销售收入计，特锐德是全球最大的预制舱变电站提供商，也是最大的高压预制舱变电站提供 商。在往绩记录期内，特锐德累计销售1,242套高压预制舱变电站。根据灼识咨询的资料，以2023年和2024年收入、公共充电终端数量、单年总充电量、充 电总功率指标测算，特锐德是中国最大的电动汽车充电设备制造商及充电网运营商。 特锐德深度参与了中国新型电力系统的构建进程，具备高压预制舱变电站设备和电动汽车充电领域全链条技术自主研发及制造建设运营能力。该公司模块 化、高度集成的高压预制舱变电站，具有可靠安全、配置灵活、安装快速、节约成本、节省占地、高度环保的 ...

（文/观察者网 张志峰） 当AI大模型进入周度迭代周期，算力需求呈指数级爆发，AIDC（人工智能数据中心）正从"算力底 座"升级为数字经济核心基建。 政策驱动、需求牵引、技术革新三重力量共振下，国内AIDC建设迎来规模化爆发期，而智能配电作为 保障算力稳定运行的核心环节，正在成为国产厂商与施耐德、ABB等传统国际品牌展开竞争的重要战 场。 国内AIDC行业的爆发并非偶然，而是政策、需求、技术三大因素协同作用的必然结果，其中智能配电 环节的国产化替代需求尤为突出。 随着"东数西算"工程持续深化，京津冀、长三角等八大算力枢纽节点加速落地，带动数据中心集群化建 设。 同时，工信部等部门印发的《数据中心绿色低碳发展专项行动计划》明确提出，2025年新建大型AIDC 的PUE（能源使用效率）需控制在1.25以下，超大型AIDC PUE控制在1.2以下。这一刚性约束倒逼数据 中心供配电系统向高效化、节能化升级，为国内智能配电企业提供了政策窗口期。 AI大模型的快速迭代成为AIDC行业增长的核心引擎。 GPT系列、Gemini等大模型的训练的过程需要海量算力支撑，直接推动AIDC单机柜功率从传统的20- 50kW跃升至10 ...

February 13, 2026 05:30 AM GMT Capital Goods | Europe 800vDC Data center - First Inning: What we have heard so far from the Electrical suppliers Since we first wrote in September, investor interest around the shift to 800vDC data center architecture has clearly intensified. Post 4Q25, we assess the latest developments across cap goods suppliers. Delta and Eaton still lead globally, while there is more debate on positioning of EU suppliers We have been early on the 800vDC topic. first writing it in Sep-2025 ...

欧洲能源盛会重返维也纳 中国组展方：北京华商力拓国际展览有限公司/华商力拓（山东）国际展览有限公司 2026年11月，全球能源行业的目光将再次聚焦奥地利维也纳。第33届Enlit Europe（欧洲国际电力能源及表计展览会） 将在维也纳展览中心隆重 举行。这是继2018年之后，该展会再次回到这座位于欧洲心脏的都市 -10。 Enlit Europe并非一个全新创立的展会，而是欧洲能源行业两大历史悠久品牌展会的深度融合与升级。其前身分别为侧重发电的Power-Gen Europe 和专注输配电及市场运营的European Utility Week -10。自整合为"Enlit"这一统一品牌后，展会旨在为全球能源行业提供一个贯穿"发电-输电-配 电-用电-储能"全产业链的端到端交流平台，被誉为全球未来能源行业发展的风向标。 主办单位：Clarion Energy 国际UFI认证展会 时 间：2026年11月10-12日 地 点：奥地利维也纳展览中心 支持单位：欧盟能源部、德国能源部、意大利能源部，法国电力集团，法国能源部，荷兰能源部、奥地利能源部等 提供展位预订、签证、邀请函、商务考察等一站式服务 高规格的同期会 ...

Core Insights - Domestic demand recovery is ongoing, with technological advancements and emotional consumption as structural highlights [1] - 45% of multinational companies reported improved performance in Q4 2025, while 33% expect further improvement [1][5] - The real estate sector continues to drag down growth, but there are notable structural strengths, particularly in technology and service consumption [1][5] Domestic Demand - Overall domestic demand remains weak, but there are structural highlights such as optimistic prospects for renovation in coatings and elevators [2][12] - Service and emotional consumption are experiencing high demand, with companies like Estée Lauder and Procter & Gamble reporting double-digit growth in specific product lines [2][12] - Companies are adapting to trade friction by increasing localization, with ABB reporting over 85% localization in China [2][12] Trade Friction - Localization strategies are being adopted by companies to mitigate the impact of trade tensions, with some firms shifting to local development and sales models [2][12] - Companies like SKF are facing supply chain pressures due to trade policy uncertainties, but are implementing measures to manage these risks [34] Technology - There is a slight decline in external demand for technology products, with a trend towards domestic substitution becoming evident [3][13] - Traditional companies are benefiting from increased demand driven by technological advancements, particularly in the semiconductor sector [3][13] - U.S. export restrictions and domestic competition are impacting overseas companies' revenues in China [3][13] Industry Summaries Materials and Industrial - Demand for materials and industrial products is generally weak, but there are structural demands in electronic gases due to the semiconductor industry [14][26] - The coatings sector is showing resilience due to renovation demand, while traditional electrical and elevator businesses are facing declines [14][27] Consumer Sector - The consumer sector shows significant differentiation, with companies like Uniqlo experiencing revenue declines due to increased competition [20][21] - High-end products in the beauty sector are performing well, while food and beverage sectors are facing slight declines [21][22] Financial Services - MetLife's operations in China are showing strong recovery, with a focus on optimizing distribution channels and enhancing service offerings [19][41] - The company is transitioning away from telemarketing and focusing on high-end customer segments [41] Technology Hardware - Semiconductor companies maintain a high revenue share in China, but face challenges from export controls and supply chain adjustments [23][30] - Companies like Intel and AMD are experiencing delays and increased competition from local manufacturers [30][31] Machinery - Caterpillar anticipates positive growth in the Chinese market, particularly in larger excavators, while SKF is facing challenges in the automotive sector [32][33] - Companies are adjusting their strategies to focus on local development and sales, with a shift in production towards Southeast Asia [39]

Core Insights - DG Matrix has successfully closed a $60 million Series A funding round, positioning itself as a leader in solid-state transformer solutions [1][2] Funding Details - The Series A funding was led by Engine Ventures and was oversubscribed, indicating strong investor interest [2] - Other participants in the funding round include Helios Climate Ventures, Mitsubishi Heavy Industries, Fine Structure Ventures, MCJ, and Sabanci Climate Ventures [2] - Existing investors, including ABB, also committed new capital during this funding round [2]

Vertiv (NYSE:VRT) 2026 Conference Summary Company Overview - **Company**: Vertiv - **Industry**: Data Center Infrastructure Solutions Key Points and Arguments Technology and Market Positioning - Vertiv emphasizes its commitment to staying ahead in technology by maintaining close relationships with customers and technology partners, particularly with NVIDIA and hyperscalers [2][3] - The company is transitioning from point products to system-level solutions, focusing on interoperability and comprehensive infrastructure offerings [2][3] - Vertiv's infrastructure solutions, such as the Vertiv OneCore product, are designed to optimize data center performance and address customer needs for densification and capacity [2][3] Order Growth and Market Opportunities - Vertiv's order book is expected to grow, with projections indicating orders could exceed $18 billion in 2026, driven by a robust pipeline and increasing demand for high-density compute solutions [4][13] - The company is experiencing a shift towards more complex system-level orders, which enhances its share of wallet and total content per customer [6][9] - Q4 orders were significantly higher than previous quarters, indicating strong market demand and a potential continuation of this trend into 2026 [13][14] Regional Demand Insights - The Americas region showed strong order growth, particularly driven by AI deployments, while EMEA is experiencing a rebound in demand after a period of low orders [21][24] - APAC, particularly India, is also showing strong pipeline growth, although China is lagging in execution [24][25] Regulatory and Infrastructure Challenges - There is increasing scrutiny on data center power consumption and grid interoperability, leading to a focus on new power architectures and on-site power generation solutions [27][28] - Vertiv is developing products that enable customers to navigate regulatory challenges and optimize power usage, including battery energy storage systems [29][30] Product Development and Innovations - Vertiv is preparing to launch an 800-volt DC architecture portfolio in late 2026, addressing the industry's need for higher efficiency and capacity as data center demands increase [33][34] - The company is also innovating in thermal management, with products like the Vertiv Trim Cooler designed to handle varying cooling needs effectively [50][51] Competitive Landscape - The liquid cooling market is expected to grow significantly, with Vertiv continuing to invest in capacity and differentiation through system-level design and integration [67][69] - Vertiv's experience and scale in the market provide a competitive advantage over new entrants, particularly in large-scale liquid cooling deployments [72][73] Financial Outlook - Vertiv aims for a 30% incremental margin in 2026, supported by fixed cost leverage and a strong order pipeline [78][80] - The company is focused on growing its services market, which is expected to become a significant revenue driver as original equipment sales stabilize [55][56] Future Trends and Innovations - The rapid pace of technological change in the data center industry is a primary focus for Vertiv, as it seeks to keep infrastructure ahead of GPU advancements [87][88] - The potential for service revenue growth from the installed base is seen as a key differentiator for Vertiv's long-term strategy [88][89] Additional Important Insights - The shift towards 800-volt DC architecture is not just about efficiency but also about overcoming physical limitations of traditional power distribution systems [34][35] - The role of UPS systems is evolving, with a greater emphasis on energy storage and power management capabilities to support dynamic loads in AI data centers [40][42] - Vertiv's strategy includes addressing regulatory challenges through innovative solutions that enhance grid compatibility and operational efficiency [30][31]

Core Viewpoint - The water quality testing instrument industry is experiencing steady growth driven by increasing public concern for water safety and stricter environmental regulations, with the market size projected to grow from 1.83 billion yuan in 2017 to 5.22 billion yuan by 2025, representing a compound annual growth rate (CAGR) of 14.03% [1][9]. Industry Overview - Water quality testing refers to the process of determining the types and concentrations of pollutants in water, evaluating water quality status [3]. - Key water quality indicators include comprehensive indicators (temperature, color, turbidity, pH, conductivity, suspended solids, dissolved oxygen, chemical oxygen demand, and biochemical oxygen demand) and toxic substances (phenols, cyanides, arsenic, lead, chromium, cadmium, mercury, and organic pesticides) [3]. - Water quality testing instruments can be categorized by function (single-parameter and multi-parameter testers), testing items (pH meters, total phosphorus testers, etc.), and usage environment (laboratory, portable, simple, and online testers) [4][3]. Market Demand and Growth - The market demand for water quality testing instruments is steadily increasing due to heightened public awareness and regulatory pressures [1][9]. - The industry is expected to play a crucial role in dynamic water quality monitoring, pollution warning, and comprehensive management, driven by advancements in smart, portable, and multi-parameter integrated technologies [1][9]. Industry Development Background - Water quality safety is a significant concern, with ongoing improvements in surface and groundwater quality in China [4][5]. - In 2024, 90.4% of monitored surface water quality sections were rated as good (Class I-III), indicating progress in water environment governance [5]. - Continuous, precise, and efficient monitoring of water quality is essential for ensuring environmental safety and supporting scientific decision-making [5]. Industry Chain - The upstream of the water quality testing instrument industry includes raw materials and components such as sensors, probes, circuit boards, optical components, and consumables [5]. - The midstream involves the production and manufacturing of water quality testing instruments, while the downstream encompasses sales channels and application fields, including environmental water, wastewater, and water conservancy sectors [5][6]. Competitive Landscape - The industry features a diverse competitive landscape with international leaders (e.g., Thermo Fisher, Hach, Siemens, ABB) dominating the high-end market, while domestic companies (e.g., Xuedilong, Xianhe Environmental Protection, and others) focus on mid-range markets and specialized applications [9][10]. - Domestic firms leverage their understanding of local markets and flexible service models to establish competitive advantages in mid-tier markets [10]. Key Companies - Xianhe Environmental Protection Technology Co., Ltd. has developed a comprehensive service provider model in environmental monitoring, with a reported revenue of 138 million yuan in the first half of 2025, reflecting a 0.73% year-on-year growth [10]. - Lihua Technology Co., Ltd. specializes in environmental monitoring systems, reporting a revenue of 558 million yuan in the first three quarters of 2025, marking a 5.15% increase [12]. Industry Trends - The industry is moving towards multi-parameter integration, real-time monitoring, and intelligent analysis, with future instruments expected to combine various detection technologies [13]. - There is a focus on miniaturization and rapid on-site detection capabilities, enabling water quality testing to expand into distributed scenarios such as river inspections and household water safety [14]. - Companies are transitioning from equipment suppliers to comprehensive solution providers, offering monitoring systems and data services, enhancing the value derived from long-term monitoring data [14].