Recently, as modular power equipment, prefabricated power cabins have seen rapid growth thanks to their short construction cycles and high integration levels. As the industry track continues to subdivide, the domestic market has clearly differentiated into three tiers. Companies in different tiers have taken divergent routes in terms of voltage levels, project scenarios, and overseas capabilities.
The first tier presents a pattern of “central SOE leadership and outstanding private enterprise leaders,” mainly consisting of power SOEs that have cultivated the power equipment field for many years, as well as leading private enterprises with independent high-voltage product R&D capabilities and mature overseas systems. These enterprises firmly occupy the high-end market of the industry, leading key projects such as large-scale wind and solar base booster stations, ultra-high voltage supporting projects, and key overseas engineering projects.
The “national team” represented by top power SOEs such as State Grid Electric Science Academy (NARI Group), XJElectric, and PSG relies on profound technological accumulation, complete industrial chain advantages, and national-level R&D strength. They have deeply participated in the construction of national key power projects such as the “Shagehuang” large-scale wind and solar base booster stations and power grid intelligence upgrades. They also participated in the compilation and revision of multiple domestic prefabricated cabin industry standards and technical specifications, leading industry technology iteration and upgrades. For example, the 4 GW solar project in Ruoqang provided by XJElectric achieved full-capacity one-time grid connection in December 2024. The project is located in southern Ruoqang County, Xinjiang, equipped with a 40.5 kV switchgear and cabin system.
TGOOD, as a representative of private enterprises, focuses on the high integration of prefabricated power cabin whole stations and can implement “one-stop” turnkey projects, actively expanding overseas markets. According to its 2025 annual report, the company’s high-voltage prefabricated substation business revenue reached 3.107 billion yuan, a year-on-year increase of 16.6%.
In March 2026, Huaneng Group released the winning bid results for the 2026-2027 booster station prefabricated cabin framework agreement procurement. The results show that TGOOD, Sieyuan Electric, and State Grid Electric Science Academy (NARI Group) ranked top three, with a total pre-winning amount of approximately 1.82 billion yuan, with share ratios allocated at 5:3:2. This marks the further consolidation of the dominant position of leading enterprises in centralized procurement by large power groups.
The second tier of enterprises focuses on renewable energy booster cabins and energy storage converter booster cabins in the field of prefabricated power cabins.
The third tier consists of regional small and medium integrators, local electrical equipment manufacturers, and specialized and sophisticated small and medium enterprises. Their products focus on 6 kV to 35 kV medium and low voltage prefabricated cabins, primarily targeting the lower-tier market of distribution network upgrades, commercial and industrial energy storage, and distributed photovoltaics.
Zhang Zongwei, technical supervisor of the Substation Technology Branch of State Grid Electric Science Academy (NARI Group), believes that from a technical perspective, the overall standardization of prefabricated cabin production is currently insufficient. Market product quality varies, and there are significant differences among manufacturers in cabin materials, manufacturing processes, and the standardization of primary and secondary equipment integration, leading to barriers in cross-manufacturer equipment fusion and interchangeability—a situation described as “easy to assemble cabins, difficult to integrate them.” On the engineering application side, while prefabricated cabins reduce on-site civil engineering and installation workload, cabin transportation, positioning, assembly, grounding, and connection with existing systems still pose high requirements for construction. Additionally, the industry generally faces insufficient scenario adaptability, and how to balance customization and standardization remains a common challenge.
From domestic power grid upgrades to overseas large substation installations, from new energy large bases to rapidly expanding AI computing power centers, the application boundaries of prefabricated power cabins are continuously expanding. In addition to these industry pain points, related companies also need to face multiple challenges such as intensified industry competition and fluctuations in overseas geopolitical environments while welcoming the power infrastructure “building blocks” trend.
Source:Bjx Power Grid