双碳研究 | AI用电激增！中国电网如何接招？

Group 1 - China's national grid plans to add an unprecedented 500 gigawatts of renewable energy capacity this year, coinciding with the rapid development of artificial intelligence technology, which is driving electricity consumption higher [3][4] - The plan includes a record addition of 140 gigawatts from wind power, representing a 77% increase compared to last year, equivalent to the capacity of the Three Gorges Project [5] - Solar power installations are expected to reach 380 gigawatts this year, marking a significant 35.5% increase from the previous year, showcasing China's commitment to optimizing its energy structure [6] Group 2 - The rapid development of AI technology has significantly altered global energy consumption patterns, particularly in the innovative Chinese market, leading to exponential growth in electricity consumption for data centers [7] - Upgrading existing energy infrastructure is essential to meet the rigid electricity demands of the AI industry, with a focus on increasing the share of renewable energy [9] - China's strong positioning in renewable energy development serves multiple strategic considerations, including economic growth, ecological civilization, and geopolitical dynamics, ensuring long-term energy stability and independence [10]