Driven by the explosion of AI computing power, accelerated energy transition and aging power grids in Europe and the United States, the global imbalance between supply and demand of transformers continues to deteriorate. Industry data shows that from January to February 2026, China's export volume of high-power transformers increased by 61% year-on-year, and exports to the United States soared by 182%; the global supply gap of large power transformers is about 30%, and the delivery cycle has been extended from 12 months to more than 24 months. The three major U.S. power grid operators have been approved for a 75 billion US dollar power transmission expansion project, and the transformer shortage is expected to last until 2028.
As a leading exporter of transformers in China, Yawei Transformer's products are sold to 89 countries and regions, with foreign trade orders exceeding 1 billion yuan in 2025. In the first quarter of 2026, the company's orders to the North American, European and Middle Eastern markets increased by 60%-100% year-on-year, of which orders to the United States accounted for more than 60% of the total orders. Recently, it successfully delivered 23 large-capacity transformers exported to the United States, and won multiple smart grid projects in Southeast Asia and the Middle East.
Relying on its full industrial chain advantages and 24-hour uninterrupted production, Yawei is fully committed to ensuring global delivery and has become a core force in stabilizing the global energy supply chain.