特斯拉旧将或重写百年电网!中国变压器站在十字路口?

能见
Feb 22

2026年的春天,全球电力基础设施领域发生了一起看似孤立、实则惊心动魄的连环事件。一边是前特斯拉高管Drew Baglino创立的Heron Power,刚刚完成了1.4亿美元的B轮融资,由a16z和比尔·盖茨的突破能源基金领投。他们的目标很疯狂:在美国本土建造一座年产40GW的固态变压器(SST)超级工厂,试图用半导体技术“降维打击”统治了电网一百多年的铁芯变压器。另一边,北美干式变压器巨头...

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