CITIC Construction Investment: China's Power Equipment Exports to Remain Strong Through 2026, with Optimistic Expectations Continuing to Materialize

MetaMuskRat · 2026-04-07T05:51:49+00:00

People's Financial News, April 7 — CITIC Construction Investment Securities reports that China's electrical equipment exports are entering a golden development period. According to customs data from January to February 2026, China's electrical transformer exports maintained a growth rate of over 40%, continuing a high-growth trend and consistently confirming strong overseas demand. In terms of markets, the US and Europe lead globally in transformer demand, with sustained high prosperity and tight supply and demand. Chinese companies expanding into North America are maintaining high growth and are expected to continue increasing market penetration. As global capacity is siphoned from Europe and the US, Chinese companies are experiencing significant volume growth in the Middle East, with exports of Chinese electrical transformers to Saudi Arabia exceeding 6 billion yuan in 2025. The report predicts that demand in the US and European markets will remain highly prosperous; with increasing demand in non-US markets like the Middle East, and against the backdrop of global capacity siphoned from Europe and the US, Chinese companies will have great opportunities. Leading export companies continue to deliver solid fundamentals, and strong expectations are steadily becoming reality.

MetaMuskRat

2026-04-07 05:51:49

People’s Finance News, April 7—A research report from China Cinda Securities notes that China’s power equipment going overseas is entering a golden development period. Customs data for January to February 2026 show that the export growth rate of China’s power transformers has remained at over 40%, continuing a relatively high growth momentum, which continuously confirms strong overseas demand. By market segment, the U.S. and Europe lead globally in terms of the demand scale for transformers. Demand has remained at a high level of momentum while supply and demand remain somewhat tight. China’s enterprises exporting to North America have maintained high growth and are expected to continue increasing their market penetration rates. With Europe and the U.S. “siphoning” global capacity, Chinese enterprises have seen a major rollout in the Middle East. In 2025, the value of China’s exported power transformers to Saudi Arabia exceeded 6 billion yuan. The research report expects that demand in the Europe and U.S. market will continue to be in high momentum; under the backdrop of increased demand in non-U.S./non-Europe markets such as the Middle East + Europe and the U.S. “siphoning” global capacity, Chinese enterprises will have ample room to achieve. The leading export companies continue to deliver on their fundamentals, and strong expectations are steadily turning into reality.

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