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Transformer Selection: A Professional Analysis of 18 Frequently Asked Questions

26 Jun 2026
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Transformers are the heart of any power system. Proper type selection, compliant procurement, and diligent maintenance directly impact project ROI and supply reliability. This article addresses the 18 most common questions received from clients, covering four key stages: selection, procurement, operation & maintenance, and installation & acceptance. It is intended as a professional reference for project decisions and day‑to‑day management.


I. Selection – Early Decisions Determine Long‑Term Benefits

1. How to choose between a dry‑type transformer and an oil‑immersed transformer?

The core criterion is the installation environment and safety requirements.

Dry‑type transformers (SCB series) are oil‑free, fire‑resistant, and maintenance‑free, making them the first choice for indoor applications, basements, shopping malls, hospitals, high‑rise buildings, and other locations with strict fire protection requirements. Oil‑immersed transformers (S series) offer superior heat dissipation and lower overall cost, and are better suited for outdoor substations, heavy industrial sites, and large‑capacity scenarios.

Special Note: If an oil‑immersed transformer must be installed indoors for exceptional reasons, a catch pit (with a volume ≥1.5 times the oil volume) and a Class‑A fire door are mandatory. The total installed cost often exceeds that of directly using a dry‑type transformer.


2. How to calculate the rated capacity and what margin should be reserved?

Simply summing the nameplate powers of all equipment is not recommended. Motors, welders, and other inductive loads have significant starting surges. The capacity should be determined as:

Capacity = Total calculated load × (1.2 ~ 1.5)

Recommended simultaneity factors:

  • Residential and commercial buildings, shopping malls: 0.7 – 0.9

  • Industrial workshops: 0.5 – 0.8

An economical load factor for the transformer is typically around 85%. Under‑sizing leads to prolonged overload and frequent tripping; over‑sizing wastes capital investment.


3. What do the designations S11, S13, SCB14, etc., mean?

  • S = Oil‑immersed

  • SCB = Epoxy resin cast‑coil dry‑type

  • Trailing number = Energy‑efficiency class; higher numbers indicate lower no‑load and load losses

For example, SCB14‑2000/10.5: three‑phase epoxy resin insulated, low‑voltage foil copper winding, loss level code 14, rated capacity 2000 kVA, rated voltage 10.5 kV. SCB14 reduces no‑load loss by 15% and load loss by 10% compared to SCB12.

Currently, utility companies generally require at least S13/S20/S22 (oil) or SCB13/SCB14/SCB18 (dry) for new grid‑connected projects.


4. Why is the rated capacity expressed in kVA rather than kW?

The transformer handles apparent power (kVA) , which comprises active power (kW) and reactive power (kvar).

For rough engineering estimation, the following relation is often used:

kW ≈ kVA × 0.8


5. Why are special transformers required for renewable energy projects?

Photovoltaic and wind power outputs fluctuate greatly due to day‑night cycles and inverter‑induced harmonics. Dedicated renewable‑energy transformers are designed with enhanced overload capability, improved harmonic suppression, and reduced no‑load losses. Standard distribution transformers operating under such conditions are prone to overheating and accelerated insulation ageing.

The new Chinese national standard GB 20052‑2024 has added energy‑efficiency requirements for photovoltaic, wind‑power, and energy‑storage transformers.


6. Copper winding vs. aluminium winding – how to weigh the choice?

Parameter Copper winding Aluminium winding
Purchase cost Higher About 20% lower
Temperature rise Lower Higher
Service life Longer Shorter
Reliability Higher Moderate

Recommendation: For long‑term projects, always prefer full copper windings. For short‑term temporary construction power, aluminium windings may be considered.


II. Quotation and Procurement – Understanding Cost Components and Hidden Risks

7. Why do quotations for the same specification vary significantly?

The differences mainly arise from:

  • Winding material – copper vs. aluminium

  • Quality of silicon steel – directly affects no‑load loss

  • Energy‑efficiency class – tangible price gaps between classes

  • Auxiliary components – whether temperature controllers, fans, enclosures, transport, and installation/commissioning are included

An unusually low price usually means “shortcuts” have been taken in one or more of these areas, leading to higher operating costs and risks later.


8. How to scientifically evaluate the cost‑effectiveness of a transformer?

Professional procurement should calculate the Total Cost of Ownership (TCO) – including purchase price, electricity costs over 15‑20 years of operation, and maintenance expenses – rather than looking solely at the initial purchase price.

Example for a 10 kV/1600 kVA transformer:

  • Dry‑type (SCB14, Class 1 efficiency): initial ~ CNY 450k, 30‑year TCO ~ CNY 990k

  • Oil‑immersed (S13, Class 2 efficiency): initial ~ CNY 380k, 30‑year TCO ~ CNY 1,170k

Conclusion: Although the dry‑type costs CNY 70k more initially, its 30‑year TCO is CNY 180k lower. Higher‑efficiency transformers may have higher upfront investment, but the electricity saved over the long term often recovers the extra cost within 3‑5 years.


9. Are second‑hand transformers worth buying?

Except for very short‑term temporary projects, generally not recommended. Reasons:

  • The extent of insulation ageing cannot be accurately assessed

  • Losses often exceed specified limits

  • Complete type‑test reports are usually missing, making utility acceptance difficult


10. What warranty terms are typically agreed?

Reputable manufacturers usually offer:

  • Whole‑unit warranty: 2 – 3 years

  • Key components (windings, core): 5 years

The contract should clearly specify the scope of warranty, response time, and on‑site service provisions – verbal promises are not sufficient.


11. What documents are required for utility acceptance inspection?

At a minimum, the following should be provided:

  • Product certificate

  • Type test report (compliant with GB/T 1094 series)

  • Energy‑efficiency registration certificate

  • China Compulsory Certification (CCC) certificate (where applicable)

It is advisable to request and verify these documents from the manufacturer before the equipment arrives on site.


III. Operation and Maintenance – Early Detection Extends Service Life

12. Is audible noise during operation normal?

  • Uniform humming – normal electromagnetic noise

  • Harsh metallic tapping or significantly increased vibration – warning signs of loose core clamping, winding deformation, or severe phase imbalance; reduce load and arrange an inspection promptly


13. What to do if the temperature rises too high?

Common causes: prolonged overload, blocked air ducts, or cooling fan failure.

Industry rule of thumb: for every increase of about 6 °C, the insulation life is halved.

  • Dry‑type: keep air ducts clean, regularly remove surface dust

  • Oil‑immersed: periodically inspect radiators and oil level


14. What to do about slight oil leakage in an oil‑immersed transformer?

Leaks often occur at valves, flanges, or bushing areas:

  • Slight seepage – tighten connections or replace gaskets during a scheduled outage

  • Obvious dripping or spraying – must be taken out of service immediately to prevent insulation degradation or even fire

⚠️ Never remove high‑voltage bushings or other live components while energised.


15. What is the normal service life?

The design life is typically 20 years. Under high temperature, high humidity, and heavy loading, ageing accelerates. For low‑efficiency equipment that has been in operation for more than 15 years, from a life‑cycle cost perspective, replacement is often more economical than repeated repairs.


16. What is the routine maintenance schedule?

  • Dry‑type: clean surface dust monthly to ensure unobstructed air ducts

  • Oil‑immersed: check oil level annually; perform dissolved gas analysis (DGA) every 1 – 3 years; treat if acid number or gas content exceeds limits


17. Is voltage fluctuation caused by the transformer?

Troubleshooting steps:

  1. First check whether the upstream line voltage is stable

  2. If the external line is normal, inspect the tap‑changer contacts and phase load balance

  3. Adjust the tap position or redistribute loads as necessary


IV. Installation and Acceptance – Compliance Ensures Smooth Approval

18. What are the requirements for indoor installation of a dry‑type transformer?

Key points:

  • Sufficient clearance for heat dissipation and maintenance access

  • Adequate ventilation; forced exhaust fans if necessary

  • Floor loading capacity meeting equipment weight

Compared with oil‑immersed types, dry‑type transformers have simpler civil and fire‑protection requirements.


Industry Outlook – Emerging Trends in the Transformer Market

The global transformer industry is currently experiencing its strongest cycle in recent years. Driven by the converging demands of grid upgrade and replacement in Europe and the US, the accelerated construction of AI data centres, and the integration of renewable energy sources, China’s transformer exports from January to May 2026 reached CNY 28.99 billion, a year‑on‑year increase of 29%. Over 50% of US grid equipment has been in service for more than 25 years, while about 40% of Europe’s distribution networks have been operating for over 40 years.

Meanwhile, solid‑state transformers (SSTs), as a next‑generation technology, have already achieved commercial breakthroughs in data centre applications, with supply efficiency reaching 98.5%. The strong growth in traditional transformer exports is expected to continue for another 2‑3 years.


Summary

The 18 questions above cover the critical stages of transformer selection, procurement, operation, maintenance, and acceptance. With the new energy‑efficiency standard GB 20052‑2024 having taken effect on 1 February 2025, making the right choices at each stage – select correctly, buy wisely, operate properly, and maintain diligently – ensures that this “big block” of equipment delivers maximum value.

For specific enquiries regarding transformer selection, quotation, or technical support, please feel free to contact us for professional assistance.

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