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中信证券研报称，AIDC供电系统升级迭代催生全新机遇，海外电网升级趋势明确。AI供电系统由不间断供电系统（UPS）向全直流系统演变，输出电压等级不断提升，SST方案配套提速；服务器电源功率密度提升下产品量价齐升，催生超级电容需求；看好服务器电源国产品牌份额提升，产能短缺与方案迭代下国内超级电容、SST等新产品和供电系统配套出海带来的投资机会。
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