Demand for high-voltage transmission and submarine cables surges, and Chinese companies accelerate the layout of global energy interconnection

1. Overseas high-voltage direct current (HVDC) construction enters a period of explosive growth
Europe plans 100GW projects: In the next ten years, Europe will intensively put into operation about 100GW of high-voltage direct current transmission projects, with the United Kingdom, Germany, and Italy leading the investment. In March alone, the National Grid of the United Kingdom awarded a contract for converter equipment and cables worth 59 billion pounds, focusing on grid interconnection and deep sea wind transmission3.

Chinese companies break through the European and American markets: Domestic leading power equipment manufacturers have achieved order breakthroughs in markets such as Germany and Saudi Arabia through the "borrowing a boat to go to sea" strategy. The production capacity of local European manufacturers has been scheduled to 2030, creating a window period for Chinese companies to seize the Asian, African and Latin American markets37.

2. Offshore wind power drives a surge in demand for submarine cables
The largest offshore wind project in the United States has landed: JDR Cables has won a contract for an offshore wind power project (2.6GW) off the coast of Virginia, the United States, and will lay 66kV submarine array cables for 176 wind turbines to help the United States achieve its 30GW offshore wind power target by 20308.

South Korea deploys floating wind power technology: LS Cable and Norway's Equinor have cooperated to develop South Korea's first floating offshore wind power dynamic submarine cable for the 750MW Bandibuli project8.

3. The Red Sea cable outage incident has impacted global data transmission
25% of telecommunications traffic between Asia and Europe was blocked: In February, four submarine cables (Seacom, TGN, etc.) in the Red Sea were cut off, affecting 25% of telecommunications traffic from Asia to Europe. Hutchison Global Communications urgently adjusted the route to divert traffic via Chinese land cables and bypass the United States5.

Delays in repairs increase risks: Cable owner Seacom said that repairs would take at least 1 month, mainly due to complex regional security permits. The incident exposed the vulnerability of critical infrastructure around the world5.

4. Technological innovation: "Aluminum instead of copper" solution obtains international certification
Sanjun launched the world's first copper-aluminum conversion technology: launched the "Copper-Aluminum Conversion Connector SK-TC" at the Munich Photovoltaic Exhibition (Intersolar 2025) in Germany, overcoming industry problems such as electrochemical corrosion and thermal expansion, passed TÜV Rheinland certification and supports 30-second fast blind plug-in. This solution can reduce the cost of photovoltaic systems by 20%, and has received special attention from European and American manufacturers9.

5. China's cable industry welcomes double benefits of policies and exhibitions
The Ministry of Commerce's anti-circumvention investigation escorts the industry: In March, it launched an anti-circumvention investigation on US optical fiber products to curb low-price dumping and promote local companies to turn to high-value-added product research and development7.

Shandong International Cable Exhibition focuses on intelligence: From May 28th to 30th, Jinan will hold the "China·Shandong International Cable/Wire Industry and Intelligent Manufacturing Exhibition", set up theme exhibition areas such as energy storage cables and offshore wind power high-voltage cables, and attract 30 countries to connect with the infrastructure needs of the "Belt and Road"17.