AI Robots Spark a New Wave in Electrical Engineering: 2025 Strategy Report for Power Grids and Industrial Control

Today we share a research report on the AI industry:“AI Robots Spark a New Wave in Electrical Engineering, Accelerating the Second Curve of Power Equipment and Industrial Control – 2025 Strategy Report for Power Grids and Industrial Control”。Report copyright/source: Dongwu Securities.

This report contains:82pages.The complete PDF electronic version of the report can be downloaded at the end of the article.

Summary of the research report is as follows:

Humanoid Robots& AI Electrical Equipment: AI accelerates the empowerment of traditional industries, ushering in the era of humanoid embodied intelligence, creating investment opportunities in power grids & industrial control.

1) Humanoid Robots:In 2024, domestic and foreign giants are stepping into the industry to accelerate development, with expectations for Tesla’s Gen3 release and vendor pinpointing, entering mass production in 2025, with an expected output of3000-5000 units; NV chain focuses on chip and robot development platforms, paying attention to ecological chain partner opportunities; HW chain may be in the supply chain cultivation period, with smart selection models expected to replicate to humanoids. From the perspective of certainty, at this stage, it is preferable to cooperate directly with leading companies > to Tier 1 sample submission > with corresponding component layout Tier 2 enterprises.

2) AI Electrical Equipment:AI drives the evolution of cabinets to the hundred kW-MW level, power consumption increases drive technological changes in energy conversion, relevant equipment will see price increases and changes in the landscape:Changes in electrical energy flow lie in the UPS shifting to HVDC distribution, AC-DC high power, which will indirectly cause price increases due to the tight supply and demand of IDC front-end energy infrastructure.Changes in thermal energy flow show that air cooling is shifting to cold plate liquid cooling, with long-term immersion liquid cooling, and overseas leaders accelerating mergers and acquisitions of liquid cooling components.

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