科华数据：以“算电协同”引领人工智能与新能源变革

Core Insights - The article highlights the increasing electricity consumption of data centers in China, projected to reach 525.76 billion kilowatt-hours by 2030, which will account for 4.8% of the total national electricity consumption [2][4] - The company, Kehua Data, is addressing the challenge of balancing high computing power demands with energy consumption through its innovative "Green Power + AI + Light Storage Integration" concept [2][3] - Kehua Data is evolving from a power electronics technology company to a solution provider in three key areas: "Intelligent Computing Centers," "Smart Power," and "Clean Energy" [1][5] Energy Consumption and Management - In 2024, the national data center electricity consumption is expected to reach 166 billion kilowatt-hours, nearly equivalent to the output of two Three Gorges Hydropower Stations [1] - The company is focusing on the development of liquid cooling technology to meet the high-density and high-efficiency requirements of AI computing [2][3] - Kehua Data has introduced a modular, flexible delivery model for its high-density liquid cooling micro-modules, enhancing energy efficiency and operational safety [3] Smart Energy Solutions - The company has established itself as a leader in the aviation sector, contributing to the digital and green transformation of over 50 airports and aviation authorities since 2008 [3] - Kehua Data's smart energy solutions include a comprehensive energy management system that replaces traditional management methods with AI-driven monitoring [3][4] Clean Energy Initiatives - The company is responding to market demands with a comprehensive grid-connected energy storage solution, achieving full functional verification for its energy storage products [4] - Kehua Data emphasizes the importance of profitable revenue and cash flow in a competitive clean energy market [4] Global Positioning - Chinese companies, including Kehua Data, are transitioning from "domestic alternatives" to "global standard definers" in the fields of intelligent computing centers and clean energy [5][6] - Kehua Data has implemented an overseas development strategy, successfully delivering data center products in regions such as Southeast Asia, Central Asia, Europe, and North America [6] - The company recognizes the differing priorities of domestic and international clients, focusing on product autonomy and compliance in China, while emphasizing performance and compatibility with global standards abroad [6]