On March 13, 2026, according to Nanjing Daily, many dry-type transformer enterprises in Nanjing are flooded with orders and running production lines at full capacity. Nanjing Daquan Transformer owns the largest single factory for distribution dry-type transformers below 35kV in the industry, with a monthly capacity of 1,200 units and the second largest market share in China. Its sales revenue in 2025 increased by 25% year-on-year.
CEEG (China Electric Equipment Group) has seen continuous order growth in early 2026. It has completed the delivery of the 220kV substation project for Tencent East China Cloud Computing Base in Nanjing, won the bid for China Unicom’s centralized procurement framework, achieved full coverage of the three major telecom operators, and signed a 330kV voltage level contract, entering the high-end market.
The industry prosperity stems from the resonance of three major demands: AI computing centers, power grid energy efficiency upgrades, and overseas exports. The domestic dry-type transformer market size in 2026 is expected to exceed 80 billion yuan, a year-on-year increase of over 15%.