国家能源局推进新型电力系统建设试点工作，“算电协同”站上风口

Group 1 - The National Energy Administration has initiated pilot projects for the construction of a new power system, focusing on seven key areas including grid technology, friendly renewable energy power stations, smart microgrids, and virtual power plants [1] - The pilot projects will encourage the adoption of new technologies and models, supporting the application of major national science and technology projects related to smart grids and energy technology [1] - The focus on computing power will involve planning and layout of computing power and electricity projects in regions with rich energy resources, enhancing the green electricity proportion for data centers [1] Group 2 - The electricity market reform allows IDC users to directly sign power purchase agreements with wind and solar power stations, enabling a strategy of relocating to areas with cheaper green electricity [2] - As peak and valley electricity price reforms and virtual power plants are implemented, data centers are increasingly considering proximity to renewable energy bases to reduce electricity costs and acquire green assets [2] - This trend indicates a shift in IDC site selection from traditional demand-driven to supply-side optimization, leading to a cleaner and more diversified energy structure [2] Group 3 - Companies involved in the sector include: - Distribution network/virtual power plants: Dongfang Electronics - Energy forecasting and trading: Guoneng Rixin - User-side/microgrids: Anke Rui - Energy digitalization: State Grid Information Communication - Others: Kaipu Cloud, Yuanguang Software, Weisheng Information, Zhiyang Innovation, Henghua Technology [3]