数据中心推升需求，美多地电力价格飙升，新增光伏、储能等成关键

Group 1 - The electricity capacity prices in the PJM grid have surged, leading to an average bill increase of 18% to 25% for consumers in the region [1] - Data centers are a significant driver of increased electricity demand, causing project delays in states like Virginia, Arizona, and Colorado due to concerns over power and utility costs [1] - Solar and energy storage technologies are expected to meet new electricity demand, accounting for 80% of the new generation capacity in the U.S. in 2024 [1] Group 2 - The U.S. has initiated the "Electricity Acceleration Plan" to expedite the development of large-scale grid infrastructure projects, aiming to support the power needs for global AI competition [2] - The plan prioritizes large projects that can handle an incremental load of 3 to 20 GW, including cross-regional transmission projects and upgrades to existing lines [2] - Emerging markets such as Europe, the Middle East, Latin America, and Southeast Asia also have significant electricity infrastructure needs driven by various factors, including the demand from AI data centers and the need for infrastructure upgrades [2] Group 3 - Companies involved in controllable nuclear fusion include Guoguang Electric and Antai Technology [3] - Companies in the grid sector include Igor and Jinpan Technology [3] - Companies in the energy storage sector include Shangneng Electric [4]