华福证券：华为首提SST战略固态变压器迎来从0到1产业拐点

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智通财经APP获悉，华福证券发布研报称，华为正式发布源网荷储AIDC战略，明确提出“3+1”全面重构理念，具体涵盖四大核心升级维度。并且提出未来将逐步演进至以SST技术为核心的融合构网型能源路由器。当前是SST从0到1的起点，2026年有望实现产品验证与送样，将带来估值重塑的最大弹性。建议关注具备整机卡位优势的电力设备龙头以及高频变压器/磁芯材料/断路器/功率半导体等核心增量环节。华福证券主要观点...

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华福证券：华为首提SST战略 固态变压器迎来从0到1产业拐点

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华福证券：华为首提SST战略固态变压器迎来从0到1产业拐点