23-03 2026
Policy makes a heavy impact: Four departments jointly promote solid-state transformers, leading a new revolution in the energy field
At the critical juncture of the transformation and upgrading of the energy industry, significant policy benefits have once again been released, presenting unprecedented development opportunities for solid-state transformers. On March 20, 2026, a milestone day, the Ministry of Industry and Information Technology, the National Development and Reform Commission, the State-owned Assets Supervision and Administration Commission of the State Council, and the National Energy Administration, four pivotal departments in the national economic and energy development fields, jointly issued the "Implementation Plan for High-quality Development of Energy-saving Equipment (2026-2028)". This plan is like a huge rock thrown into the lake of the energy industry, stirring up waves of change.
The plan clearly and firmly proposes to vigorously promote the promotion and application of advanced equipment such as large-capacity solid-state transformers and flexible DC transformers. This is not just a simple call, but has profound strategic considerations. In the current global context where everyone is actively responding to climate change and vigorously developing clean energy, the development of the new energy sector is of utmost importance. The plan also emphasizes the need to focus on improving the energy efficiency and system adaptability of transformers in new energy sectors such as wind power, photovoltaics, hydrogen energy, and new energy storage. This is because new energy generation has characteristics such as intermittency and volatility, which places higher demands on the performance of related equipment such as transformers. Only by improving the energy efficiency and system adaptability of transformers can we better integrate new energy power into the grid and achieve efficient energy utilization and stable supply.
The solid-state transformer (SST), as a pivotal hub in the energy conversion and regulation system, is of undeniable importance. It serves as a bridge, seamlessly connecting the three key components of the energy system: the power grid, energy storage, and load. Under the precise control of semiconductor switching devices, the solid-state transformer demonstrates remarkable capabilities. It can achieve efficient power conversion, transforming input power into power forms that meet different needs with minimal loss, greatly enhancing energy utilization efficiency. Additionally, its bidirectional energy dispatch function allows it not only to transmit power from the grid to the load side but also, when necessary, to reversely transmit power from energy storage devices back to the grid, thereby enhancing the flexibility and reliability of the energy system. More importantly, its intelligent and flexible regulation capability enables the solid-state transformer to make intelligent and flexible adjustments based on the real-time state of the grid, changes in load, and the charging and discharging status of energy storage devices, ensuring that the entire energy system remains in an optimal operating state.
Guosen Securities' professional research report provides an in-depth analysis of the application prospects of solid-state transformers. The report points out that with the adjustment of the energy structure and the continuous emergence of new energy consumption scenarios, traditional transformers have become difficult to meet the demand. Solid-state transformers, with their unique advantages, are more suitable for new energy consumption scenarios characterized by high volatility, high harmonics, and the need for rapid response. For example, in the wind power sector, wind generation is greatly influenced by natural conditions, and the instability of wind speed leads to frequent fluctuations in power generation. Solid-state transformers can respond quickly and output stable electrical energy; in the photovoltaic sector, changes in light intensity also cause fluctuations in the output power of photovoltaic panels. Solid-state transformers can effectively cope with such fluctuations and ensure power quality. In the hydrogen energy industry, the processes of hydrogen production, storage, and utilization require high efficiency in energy conversion and flexible regulation, which solid-state transformers can precisely meet. Furthermore, in the new energy storage field, solid-state transformers can better coordinate the energy interaction between storage devices and the power grid. Additionally, in AIDC (Artificial Intelligence Data Center) high-voltage direct current (HVDC) direct supply scenarios, which demand extremely high stability and power quality of the supply, solid-state transformers can provide reliable power support. In green power direct connection scenarios, solid-state transformers facilitate the efficient access and stable transmission of green electricity. Based on these advantages, it is expected that solid-state transformers will take the lead in landing in the aforementioned new scenarios, opening a new chapter in energy applications and injecting strong momentum into the high-quality development of the energy sector.
