大模型训练、推理规模扩大，GPU算力指数级提升，算力中心建设加速，超算、智算中心密集落地。 业内多次提出，算力的尽头是电力。在此背景下，AIDC配储场景正在全球市场加速渗透。 第三方数据显示，2025年至2030年，全球AIDC备用电池市场年复合增长率预计将高达80%。至2030 年，全球AIDC与通用IDC备用电池市场规模有望突破100GWh。而绿电直供模式配套的新型储能整体市 场规模将超300GWh。 AIDC配储与传统IDC备电有何区别？AIDC配储电池和供电架构有哪些新变化？中国企业何以撬动全球 AIDC配储市场？《21新能说》栏目特邀南都电源副总裁刘成浩，围绕AIDC配储的前沿技术、市场观察 与企业发展等核心议题深度解析，为理解算力时代的能源底座提供一线视角。 21世纪经济报道：当前资本市场火热的AIDC配储概念，这与过去的数据中心配储、电力配储在技术重 心上有什么区别？ 刘成浩：首先，AIDC的发展核心是算力大幅增加，而算力提升需要更高功率的服务器，进而要求更高 功率的电源配置支撑服务器持续不间断运行，相应的配套也要随之调整。这是AIDC与传统通用数据中 心对备电环节的核心差异。 其次，AIDC能 ...

Core Viewpoint - The company has a current lithium battery cell production capacity of 10 GWh and a new energy storage integration capacity of 10 GWh, indicating significant production capabilities in the lithium battery sector [1] Group 1 - The company is advancing the construction of its Huatuo Phase II lithium battery cell production capacity of 4 GWh [1] - The construction of the Yangzhou 10 GWh integrated production line is progressing smoothly [1]

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵司的固态电池与小鹏有合作吗？ 南都电源（300068.SZ）11月12日在投资者互动平台表示，尊敬的投资者您好，公司与上述公司暂无相 关合作。 ...

Core Viewpoint - The company, Nandu Power (300068.SZ), is leading in the domestic nuclear battery sector but has not yet translated this technological advantage into significant performance results [2] Group 1: Company Developments - Nandu Power has developed the CAP1400, a third-generation nuclear power large-capacity valve-regulated lead-acid battery, which can serve as a backup power source for nuclear power plants [2] - The company indicated that the market potential for nuclear power is expected to expand as the national nuclear power construction progresses [2]

每经AI快讯，有投资者在投资者互动平台提问：公司核电产品是否有出货？ 南都电源（300068.SZ）11月12日在投资者互动平台表示，尊敬的投资者您好，公司负责研制的三代核 电 CAP1400 超大容量 1E级阀控蓄电池成功填补了国际空白，技术及产品居国际领先水平，具备向核电 项目供货的能力，部分产品已经在秦山核电站核岛与非核岛等领域试点应用，截止目前运行状况良好， 同时产品还可涵盖工业储能、轨道交通等应用场景。 （记者 曾健辉） ...

Core Insights - The company has made significant progress in solid-state battery technology, including both all-solid and semi-solid battery products [1] - The semi-solid battery product has secured a contract for a 2.8 GWh new energy storage project, primarily located in Shenzhen and Shanwei, which will help alleviate power supply and demand issues in the Guangdong-Hong Kong-Macao Greater Bay Area [1] - The order signifies the commercial application of the company's solid-state energy storage battery technology [1] - The 20Ah and 30Ah all-solid batteries are currently suitable for applications in low-altitude aircraft, drones, and robots [1]

Core Insights - Nandu Power has announced that its 783AH ultra-large capacity solid-state battery has a cycle life of no less than 10,000 times, with a single unit energy exceeding 2.5 kWh, and an energy efficiency greater than 95% [1] - The battery features a volumetric energy density greater than 430 Wh/L, making it suitable for energy storage applications ranging from 2 to 8 hours [1] - The company is actively engaging in the integration and implementation of this technology [1]

Core Viewpoint - Nandu Power has successfully developed the CAP1400 large-capacity valve-controlled lead-acid battery for nuclear power, filling an international gap and achieving leading technology and product status globally [1] Company Summary - Nandu Power's CAP1400 battery is capable of supplying nuclear power projects, with some products already piloted at the Qinshan Nuclear Power Station in both nuclear and non-nuclear areas [1] - The operational status of the products at Qinshan Nuclear Power Station is reported to be good as of now [1] - The battery products also have applications in industrial energy storage and rail transportation [1]

Core Viewpoint - Nandu Power (300068.SZ) has indicated that its North American data center terminal customers are primarily major internet manufacturers in the United States, with specific customer information being confidential [1] Group 1 - The company has a focus on North American data centers [1] - The customer base includes leading internet manufacturers in the U.S. [1] - Customer information is kept confidential due to privacy concerns [1]

格隆汇11月12日丨南都电源(300068.SZ)在投资者互动平台表示，公司在手订单饱满，近期也有订单不 断落地。现有锂电电芯产能10GWh，另有4GWh锂电池电芯产能建设中。 ...