An electric vehicle (EV) charger or electric vehicle supply equipment (EVSE) is a piece of equipment that supplies electrical power for charging plug-in electric vehicles.

An EV charging infrastructure is used to supply electric energy for the recharging of battery electric vehicles (BEV), plug-in hybrid electric vehicles (PHEV), and hybrid electric vehicles (HEV).

The electric power steering (EPS) market focuses on the production, sale, and distribution of electric-powered steering systems for automobiles. EPS technology has replaced traditional hydraulic power steering systems with an electrical motor, which helps the driver steer the vehicle easily. EPS components and systems are used in passenger cars, trucks, buses, and other vehicles that use electrical power steering.

AI浪潮推动服务器功率提升，AIDC供配电架构或将发生重大变化。全球AI市场规模扩增，数据中心资本开支加速。芯片单体功耗急速增加， 带动单台服务器功耗提升。芯片方面，英伟达的H100和H200单芯片功耗为700W，GB200达到2700W，单芯片功耗显著提升；服务器配置 方面，区别于传统8卡服务器的常规10KW的功耗、40KW的整机柜功率，GB200 NVL72架构则需要72颗GPU，整体功率大幅提高到 120KW。AI训练和推理任务需要处理海量数据，对算力的需求激增，这要求GPU具备更高的计算能力，单体功耗显著提升，进而带动机柜功 耗的大幅增加。未来AIDC的需求呈现高功率、高密度、高效率、高可靠性趋势，这将使整个数据中心的供配电架构发生重大变化。同时，大 功耗下散热系统也将变得尤为关键

AIDC 产业放量在即，供电体系需求扩容，服务器为 AI 数据中心最主要电耗来源，围绕服务器 的供电体系有望充分受益于 AIDC 放量趋势。从需求量角度，总算力、芯片单位功耗、冗余因 素奠定需求基础；从供给侧角度，高功率密度、高效率构成行业高壁垒。AIDC 服务器单机柜功 率预计将持续增加，目前最高功率约为 130~250kW，远期有望达 1000+kW。立足长期，伴随 终端放量+功率密度提升，我们重点看好具备供应链卡位优势的大陆电源厂。