阿里巴巴加码数据中心建设 同力日升或将受益

Group 1 - Alibaba Group's CEO announced an increase in capital expenditure to support the upcoming ASI era, with a projected 10-fold increase in energy consumption at Alibaba Cloud's global data centers by 2032 [1] - Tongli Risheng, through its subsidiary Tianqi Hongyuan, is entering the energy storage sector, aiming to provide energy storage solutions to companies like Alibaba by improving green energy consumption and reducing data center energy costs [1] - A strategic cooperation agreement was signed between Tongli Risheng and Hangzhou Xinfengwei Network Technology Co., focusing on collaborative efforts in energy storage and AI computing technology to enhance operational efficiency and economic benefits of intelligent computing data centers [1] Group 2 - Tianqi Hongyuan specializes in core technology research and development in the energy storage and microgrid industry, particularly excelling in immersion liquid cooling technology and providing comprehensive energy storage solutions [2] - The company is actively participating in the construction of national computing center nodes, having signed a strategic agreement with the government of Qingyang to establish a 2GWh energy storage equipment production line and a 1GWh lithium iron phosphate energy storage station [2] - The Qingyang project aims to support the computing needs of 50,000 P and is expected to benefit from policy incentives as it attracts major companies like Alibaba Cloud and Huawei Cloud [2]