“政策+产业”双轮驱动 算力设施绿色发展提速

Core Insights - The release of the "Guiding Opinions" by the National Development and Reform Commission and the National Energy Administration emphasizes the importance of integrating renewable energy with strategic emerging industries, such as information technology and high-end equipment manufacturing [1][2] - The rapid growth in computing power demand has raised energy consumption concerns, necessitating a shift towards greener infrastructure [1][2] - The new guidelines aim to enhance the synergy between renewable energy and computing facilities, promoting green development in the computing sector [1][2] Industry Developments - The storage system is identified as a key solution to address the mismatch between intermittent renewable energy and the continuous high-load operation of computing facilities, with a goal of achieving high proportions of green electricity usage [2] - As of September 2023, China's new energy storage installed capacity exceeded 100 million kilowatts, accounting for over 40% of the global total, positioning the country as a leader in this sector [2] - The diversification of storage technology, including advancements in solid-state batteries and hydrogen storage, is progressing from demonstration applications to large-scale development [2] Infrastructure Enhancements - The capacity of the power grid to accept renewable energy directly impacts the scale and quality of green computing development [2][3] - The "Guiding Opinions" propose accelerating the construction of a new type of power grid platform to enhance grid capacity and optimize national electricity flow [2] - The transition to a high proportion of renewable energy is entering a critical phase, with the total installed capacity of wind and solar power surpassing that of thermal power for the first time in Q1 2023 [3] Company Initiatives - Beijing Qinhuai Data Co., Ltd. is focusing on large-scale development and zero-carbon strategies, aligning its business with the national "East Data West Computing" initiative [3] - Qinhuai Data aims to explore new paths for "computing and electricity collaboration," emphasizing integrated solutions for energy sources, networks, loads, and storage [3] - Unisplendour Corporation Limited is accelerating the development of emerging liquid cooling technologies to meet the energy efficiency demands of high-density computing clusters and high-power chips [4]