{"id":151159,"date":"2025-11-24T12:41:12","date_gmt":"2025-11-24T12:41:12","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/151159\/"},"modified":"2025-11-24T12:41:12","modified_gmt":"2025-11-24T12:41:12","slug":"chinas-power-equipment-firms-ride-ai-driven-boom-amid-demand-from-us-emerging-markets","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/151159\/","title":{"rendered":"China\u2019s power equipment firms ride AI-driven boom amid demand from US, emerging markets"},"content":{"rendered":"<p>The race to develop artificial intelligence has pushed governments and technology giants to <a target=\"_self\" class=\"e1yy41x40 ef9u0v01 css-1ankfgb ecgc78b0\" href=\"https:\/\/www.scmp.com\/news\/china\/science\/article\/3312208\/china-grid-wears-powerful-diamond-ring-prevent-massive-blackout?module=inline&amp;pgtype=article\" title=\"\" data-qa=\"BaseLink-renderAnchor-StyledAnchor\" rel=\"nofollow noopener\">build new electricity plants<\/a> and upgrade their decades-old grid networks, creating significant opportunities for Chinese power equipment companies, according to analysts.Chinese firms have been benefiting from the spillover of a US order boom, which was driven by US President Donald Trump\u2019s push for tech leaders like <a target=\"_self\" class=\"e1yy41x40 ef9u0v01 css-1ankfgb ecgc78b0\" href=\"https:\/\/www.scmp.com\/tech\/tech-trends\/article\/3312969\/meta-becomes-latest-big-tech-company-turning-nuclear-power-ai-needs?module=inline&amp;pgtype=article\" title=\"\" data-qa=\"BaseLink-renderAnchor-StyledAnchor\" rel=\"nofollow noopener\">Meta<\/a> and <a target=\"_self\" class=\"e1yy41x40 ef9u0v01 css-1ankfgb ecgc78b0\" href=\"https:\/\/www.scmp.com\/tech\/big-tech\/article\/3332409\/softbank-shares-dive-after-nvidia-sale-spooks-ai-wary-market?module=inline&amp;pgtype=article\" title=\"\" data-qa=\"BaseLink-renderAnchor-StyledAnchor\" rel=\"nofollow noopener\">SoftBank<\/a> to invest in AI infrastructure.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">\u201cThe US buys products from Japan and South Korea instead of China amid geopolitical tensions,\u201d said Pierre Lau Hin-tat, China equity strategist and head of Asian utilities and clean energy research at Citigroup Global Markets. \u201cNow the pipeline for Japanese and Korean firms is as long as three years, so companies from emerging markets turn to mainland suppliers.\u201d<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">Lau added that the upcycle for Chinese suppliers would be sustained \u201cas long as Trump remains the person in charge\u201d.<\/p>\n<p><img decoding=\"async\" alt=\"The US may face a power shortfall of up to 20 per cent from data centres alone until 2028, according to estimates. Photo: AFP\" data-qa=\"BaseImage-handleRenderImage-StyledImage\" class=\"e1gf69pb2 css-6ikqhs e445x7d0\" loading=\"lazy\" src=\"https:\/\/www.newsbeep.com\/nz\/wp-content\/uploads\/2025\/11\/b9872d72-becc-45a8-84e5-c728be84030c_5031ecec.jpg\" title=\"The US may face a power shortfall of up to 20 per cent from data centres alone until 2028, according to estimates. Photo: AFP\"\/>The US may face a power shortfall of up to 20 per cent from data centres alone until 2028, according to estimates. Photo: AFP<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">China exported US$7.3 billion worth of transformers and US$4.3 billion worth of high-voltage gas-insulated switchgears (GIS) in the first 10 months of the year, up 37.8 per cent and 28.5 per cent, respectively, from a year earlier. That compares with a 5.3 per cent rise in overall outbound shipments.<\/p>\n","protected":false},"excerpt":{"rendered":"The race to develop artificial intelligence has pushed governments and technology giants to build new electricity plants and&hellip;\n","protected":false},"author":2,"featured_media":151160,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11],"tags":[190,5306,2300,1758,22842,575,138,607,22843,100979,219,34288,100980,34686,23711,898,111,139,69,3703,100978,13867,100981,66734,3040],"class_list":{"0":"post-151159","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-economy","8":"tag-africa","9":"tag-ai-infrastructure","10":"tag-asia","11":"tag-asia-pacific","12":"tag-barclays","13":"tag-brazil","14":"tag-business","15":"tag-china","16":"tag-citigroup-global-markets","17":"tag-delphos","18":"tag-economy","19":"tag-emerging-markets","20":"tag-gis","21":"tag-jp-morgan","22":"tag-latin-america","23":"tag-meta","24":"tag-new-zealand","25":"tag-newzealand","26":"tag-nz","27":"tag-saudi-arabia","28":"tag-sieyuan-electric","29":"tag-softbank","30":"tag-state-grid-corporation-of-china","31":"tag-transformers","32":"tag-us"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/151159","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=151159"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/151159\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/151160"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=151159"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=151159"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=151159"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}