Tonghe Technology (300491) Strong Call: Core Power Leader in the 800V Era

English summary

### Tonghe Technology (300491) Strong Call: Core Power Leader in the 800V Era Time: 2026-07-31 12:00:57 Content: Tonghe Technology (300491) Strong Call: Core Power Leader in the 800V Era 20260731 #HVDC customer progress is smooth; fully benefiting from the explosion of the 100-billion-yuan data center 800V market. HVDC power distribution and charging modules share the same technology origin. Leveraging its vehicle-side 800V charging module technology accumulation and cost advantages, the company has taken a leading position in data center power layout, with products covering HVDC modules and complete systems at multiple voltage levels such as 336V and 800V. Some products have been implemented in multiple projects. With the acceleration of 800V HVDC applications in the Rubin architecture and the company's advantageous positioning with corresponding major customers, it will fully benefit from the 100-billion-yuan incremental market brought by the 800V technology transformation in overseas data centers. In addition, the company is actively connecting with domestic internet giants and telecom operators. ...