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2026
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Building on a foundation of precision manufacturing, we are proactively embracing the transformation of power infrastructure in the era of AI‑driven computing.
Today, AI computing centers are evolving from “computing factories” into “power behemoths.” Behind this leap in computational capacity lies not only a race between chips and algorithms, but also a systematic overhaul centered on power‑quality management and thermal‑management capabilities.
Today, AI computing centers are evolving from “computing factories” into “power behemoths.” Behind this leap in computational capacity lies not only a race between chips and algorithms, but also a systematic overhaul centered on power‑quality management and thermal‑control capabilities. As the industry consensus goes, “the ultimate frontier of AI is computing power, and the ultimate frontier of computing power is electricity”—a sentiment that points to a comprehensive upgrade of power infrastructure, shifting from traditional distribution architectures toward higher density, greater reliability, and greener solutions. With more than two decades of expertise in precision metal‑part manufacturing, Jinrong Tianyu is leveraging its deep process know-how and global footprint to proactively embrace this transformation.
The favorable policy winds have arrived, Electricity–Grid Coordination From Strategic Blueprint to Accelerated Implementation
The continued strengthening of policy signals has accelerated the coordinated development of computing and power. Following the inclusion of the “East Data, West Computing” initiative in the 15th Five-Year Plan as a national strategy for computing‑power infrastructure, “computing‑power coordination” was, for the first time, enshrined in the 2026 Government Work Report and explicitly designated as part of the New Infrastructure program. The clarification of top‑level design marks the formal entry of the deep integration between computing and power into a phase of systematic advancement.
Policy guidance, coupled with an explosive surge in computing power demand, has directly driven a robust increase in electricity infrastructure. According to data released by the National Energy Administration, total electricity consumption by national computing centers is projected to reach 170 billion kilowatt-hours by 2025 and climb to approximately 800 billion kilowatt-hours by 2030, accounting for around 6% of the nation’s total electricity consumption. Moreover, this trend is not unique to China; according to… Jones Lang LaSalle According to the “2026 Global Data Center Outlook Report,” between 2026 and 2030, the global data center industry is expected to add nearly 100 GW of capacity, driving a near‑doubling of total global capacity.
Across domestic and international markets, as the power‑infrastructure upgrade—from “watts” to “bits”—gains momentum, robust, rigid demand is emerging for high‑reliability distribution cabinets, liquid‑cooling systems, and precision‑engineered structural components. This precisely reflects the company’s decades‑long expertise in precision manufacturing. The confluence of favorable policies and market dynamics has unlocked unprecedented growth potential in the AI‑computing‑power‑related power‑infrastructure sector, which the company has strategically positioned itself to lead.
Stay ahead of the curve by focusing on the core AI computing and power infrastructure sectors.
This latest wave of upgrades to AI‑related computing and power infrastructure has raised unprecedented technical barriers for upstream precision components. As server cluster power consumption climbs exponentially, the requirements for uninterrupted power supply and the thermal efficiency of cooling systems have become exceedingly stringent. Conventional power distribution architectures can no longer keep pace with the dynamic load fluctuations of high‑density AI clusters, prompting the market to accelerate its shift toward microgrid‑compatible designs, highly reliable smart power distribution equipment, and liquid‑cooling systems.
In response to this trend, the company is focusing its technological R&D efforts on high power density. Modular UPS Core areas include cabinet systems, energy storage and lithium‑battery UPS integration, and liquid‑cooling architectures for intelligent computing centers (including CDUs and liquid‑cooled cabinets). Through numerous technological breakthroughs in key process steps—such as CNC stamping, laser forming, high‑precision shaping, and intelligent riveting—the company has established end‑to‑end manufacturing capabilities, spanning the independent R&D of precision forming molds, the production of core components, and integrated final assembly. It has also supplied relevant supporting components for power infrastructure, laying a highly secure and reliable physical foundation for AI computing centers.
In the first half of 2026, the company’s electrical precision components business generated revenue of RMB 667 million, up 29.86% year over year, accounting for 56.80% of total operating revenue. Notably, revenue from key power and cooling equipment for AI computing centers reached RMB 198 million, representing 16.84% of total revenue and growing 46.88% year over year, reflecting a rapid growth trajectory. The company’s sustained deepening of expertise in the electrical sector is steadily translating its technological accumulation into incremental performance gains.
Global collaboration and a comprehensive production capacity network are fully aligned with overseas market demand.
The accumulation of technology and production capacity requires a corresponding global delivery network to support it. In the face of the explosive growth of AI computing infrastructure worldwide, the company’s international expansion is transitioning from strategic investment to a phase of tangible returns. The Mexico plant, serving as a key gateway to the North American market, is steadily moving into full‑scale production, taking on high‑value‑added, precision electrical components for North American AI computing centers and establishing a closed loop of localized manufacturing and rapid response. Meanwhile, the Hungary plant is targeting the European Union’s phase‑out of potent greenhouse gases. Sulfur hexafluoride In line with the policy direction, the company is proactively entering the supply chain for fluorine-free, environmentally friendly medium-voltage switchgear, aiming to establish itself as a strategic foothold for expanding its European operations.
As overseas production capacity continues to expand, the company’s domestic manufacturing base is undergoing simultaneous upgrades. Among these, the Xiamen Intelligent Manufacturing Base— one of the company’s key domestic production hubs for AI computing‑center products—represents a pivotal strategic move in integrating into the global high‑end electrical‑industry value chain. The base focuses on integrated stamping and sheet‑metal solutions for control cabinets, vacuum circuit breakers, high‑density cooling systems (including refrigeration units) for AI computing centers, and critical power‑supply components. By offering shorter service lead times and greater responsiveness, it supports the development of China’s domestic computing‑power infrastructure while providing precision‑machined components to leading global electrical‑equipment manufacturers across the Southeast Asian coast and the Asia‑Pacific region. Together with the Tianjin headquarters and facilities in Thailand, India, Mexico, and Hungary, the Xiamen base has established an efficiently coordinated global manufacturing network, enabling the company to flexibly allocate resources, swiftly meet customer demands, and deeply embed itself in the core segments of the global electrical‑industry value chain.
Market breakthrough, with flagship projects undergoing targeted validation and earning industry recognition.
The effectiveness of our globally optimized production footprint ultimately hinges on market performance. The company has secured multiple multi-year, high‑profile project awards from leading global players in the electrical industry, covering key areas such as power supplies, liquid‑cooling systems, and medium‑voltage distribution. Our product portfolio spans high‑power‑density modular UPS cabinet systems, near‑source liquid‑cooling system components, and next‑generation eco‑friendly control cabinets. These successes underscore our customers’ strong confidence in our precision manufacturing capabilities and robust quality management system.
At present, the aforementioned projects are in the performance‑certification phase for customer‑end products. Once certification is obtained and full‑scale mass production and delivery commence, this portfolio of core products—characterized by high technological barriers—will establish a stable revenue stream for the company’s electrical business, continuously driving growth.
Looking ahead, the company will steadfastly advance technological innovation, continuously intensify R&D efforts in key power supplies and liquid‑cooling precision components for modular AI computing centers, enhance supply‑chain collaboration, and strengthen its competitive edge with products of even higher standards. It will continue to deliver the distinctive value of Chinese precision manufacturing within the global high‑end electrical‑equipment industry chain.
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Tianjin Jinrong Tianyu Precision Machinery Co., Ltd.
Address: No. 3, Haitai Innovation Fourth Road, Binhai High-Tech Industrial Development Zone, Tianjin, China
Business Contact:
Electrical Components Business Operations:wangyan@tjjinrong.com
Automotive Components Business Operations:wanglin@tjjinrong.com
Mr. Wang 13902105389
New Product Procurement Department:sikai@tjjinrong.com
Mass-production procurement:kangwuyin@tjjinrong.com
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