MYSE(SH:601615) Zheng Quan Shi Bao·2025-09-11 06:42Core Viewpoint - Mingyang Smart Energy is actively developing a green energy and computing integration project in Zhangjiakou, collaborating with Alibaba to enhance the stability of power supply for data centers through wind energy [1][2]. Group 1: Project Overview - The Zhangjiakou Mingyang-Chabei Alibaba Data Center Source Network Load Storage Integration Project aims for an installed capacity of 200MW, with a corresponding energy storage system [1]. - The project has a total investment of 1.4 billion yuan, covering an area of 52.5 acres, and is expected to generate an annual electricity output of 797 million kilowatt-hours [2]. Group 2: Market Context - According to the China Academy of Information and Communications Technology, the electricity demand for data centers in China is projected to reach 300 billion to 700 billion kilowatt-hours by 2030, accounting for 2.3% to 5.3% of total electricity consumption [1]. - The compound annual growth rate for electricity demand in data centers from 2024 to 2030 is estimated to be between 10.4% and 27.1% [1]. Group 3: Technological Advancements - Mingyang Smart Energy is accelerating its artificial intelligence technology layout, launching a smart wind farm comprehensive operation management platform that provides efficient technical solutions for investment and operation management [2][3]. - The platform utilizes a distributed architecture and AI integration technology to achieve core functions such as network support, centralized monitoring, and intelligent decision-making [3]. Group 4: Future Directions - The company aims to deepen the integration of AI technology in the energy sector, promoting the wind power industry towards a more efficient, safe, and intelligent development phase [4][5]. - Mingyang Smart Energy is focusing on integrated strategies involving offshore wind, desert areas, and hydrogen storage to achieve energy greening, inclusivity, and intelligence [5].