Sou Hu Cai Jing·2025-10-03 03:25Core Insights - The competition among major internet companies has shifted from app performance to the environmental impact of their data centers, with Douyin planning to procure over 200MWh of large-scale lithium battery storage and renewable energy equipment to ensure uninterrupted power supply for its core business [1][4] - Douyin's aggressive procurement strategy reflects a sense of urgency in its green energy initiatives, aiming to respond to carbon neutrality policies, reduce reliance on traditional power grids, and ensure business continuity [4][6] - The industry is collectively transforming under policy guidance, with a mandatory requirement for new data centers to achieve over 80% green electricity usage by the end of 2025, pushing all data center operators to accelerate their green initiatives [4][6] Company Actions - Douyin's tender specifies that bidders must have experience with large-scale lithium battery storage systems of at least 30MWh, with a tight timeline for project completion by the end of December [4] - Tencent has already implemented a successful integrated wind, solar, and storage project, which is the first of its kind in China, generating 14 million kWh annually, equivalent to the annual electricity consumption of 5,000 households [6][8] - Tencent's project not only reduces carbon emissions by nearly 8,000 tons annually but also saves over 3.5 million yuan in electricity costs, demonstrating that green transformation can yield economic benefits [8] Industry Trends - The shift towards green computing is becoming a core competitive advantage in the data center industry, as the demand for computing power continues to grow alongside the digital economy [8][10] - The green electricity ratio directly impacts operational costs, and more clients are considering environmental performance when selecting cloud service providers [8] - Future policies will further clarify the direction of green energy initiatives, with ongoing plans to enhance the integration of computing power and energy management through innovative mechanisms [10]