Medium-Frequency High-Voltage Power Supply: Flexible DC Technology Takes Root—Adaptability to Extreme Environments Becomes the Key to Breaking the Impasse
In 2025, the medium-frequency high-voltage power supply industry will achieve leapfrog growth driven by the surge in demand for grid connection of new energy sources. The application scale of ±50kV modular products at large-scale photovoltaic bases will increase by 120% year-on-year. Thanks to its advantages of high transmission efficiency and strong adaptability to power fluctuations, medium-frequency flexible DC transmission technology has become the preferred solution for new energy projects with capacities reaching 6.1 million kilowatts, boosting the market size of core supporting power equipment into the tens of billions yuan range. Technological innovation in this field is focused on adapting to extreme environments; through optimizing winding structures and insulation designs, the equipment can withstand low-pressure environments at altitudes above 4,000 meters as well as over 50 lightning strikes per year, with partial discharge levels kept below 5 pC.
The construction of supply-chain resilience has yielded remarkable results. Enterprises have secured 40% of their cobalt resource needs through long-term procurement agreements, and in collaboration with futures exchanges, they have launched copper and aluminum options hedging programs with a hedging scale exceeding 5 billion yuan, effectively smoothing out the impact of fluctuations in raw material prices. On the policy front, the "Strategic Mineral Resources Security Plan" has included 24 minerals—including lithium and copper—on the list of guaranteed resources, boosting the self-sufficiency rate of critical materials to over 60% and providing strong support for the large-scale production of medium-frequency high-voltage power supplies. It is projected that from 2025 to 2030, the global market will maintain an annual compound growth rate of 22%, and China’s share of global production capacity will exceed 50%.
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