绿电直连算力中心

Core Insights - The article discusses the growing demand for green electricity in the context of the expanding computing power industry, emphasizing the need for "power-computing synergy" as a trend in energy consumption and infrastructure development [2][3][4]. Group 1: Industry Trends - The computing power industry is shifting from a real estate-driven model to one that requires energy iteration support, making "power-computing synergy" a necessary trend [2]. - The National Development and Reform Commission and the National Energy Administration have issued guidelines to promote the coordinated planning and operation of renewable energy and computing facilities [2]. - The global data center electricity consumption is projected to reach approximately 945 terawatt-hours by 2030, with China and the U.S. contributing nearly 80% of the new electricity demand [4]. Group 2: Green Electricity Demand - The core customers for green electricity consumption include steel, chemical, and computing centers, with the latter showing significant growth potential and stable electricity demand [3]. - Data centers have a high and rapidly growing electricity consumption, making them a key focus for green electricity policies [3][4]. - By 2030, it is expected that the electricity load of data centers in China will reach 100 million kilowatts, with annual consumption rising to between 400 and 600 terawatt-hours [4]. Group 3: Supply Side Developments - The rapid growth of installed renewable energy capacity in China has led to a decrease in the average utilization hours of power generation equipment, necessitating new applications for green electricity [5]. - As of September 2025, solar power capacity reached 1.13 billion kilowatts, a year-on-year increase of 45.7%, while wind power capacity reached 580 million kilowatts, up 21.3% [5]. - The current low consumption ratio of green electricity in computing centers indicates significant room for growth to meet the national target of 40% by 2030 [5]. Group 4: Green Electricity Consumption Models - There are three main methods for green electricity consumption: direct connection, green microgrids, and power purchase agreements [6]. - The "green electricity direct connection" model allows renewable energy sources to supply electricity directly to users, bypassing the public grid [6]. - The National Development and Reform Commission has issued notifications to promote the development of green electricity direct connection projects [6]. Group 5: Regional Development Initiatives - Various provinces in China are launching plans for green electricity parks, with Shanxi planning to establish 13 pilot parks across multiple cities [7]. - Inner Mongolia aims to identify 20 zero-carbon parks for development, targeting the creation of national-level zero-carbon park pilots [7]. Group 6: Site Selection and Economic Viability - The economic viability of green electricity direct connection projects decreases significantly as the distance between computing centers and power plants increases beyond 100-150 kilometers [8]. - The site selection for computing power centers must balance proximity to energy sources and the demand for low-latency connections [9]. - The Dazhong Park in Datong was chosen for its optimal wind-solar complementarity, robust grid conditions, and government support [9]. Group 7: Cost Reduction Strategies - The initial investment for green electricity direct connection projects is high due to the need for supporting infrastructure [11]. - The Dazhong Park project includes significant investments in solar and wind energy, with a total investment of approximately 3.2 billion yuan [11]. - User-side energy storage in computing centers can enhance electricity stability and reduce costs through various strategies [12]. Group 8: Future Outlook - The demand for green electricity in computing centers is expected to expand further, with a projected increase in green electricity consumption in the computing rental market [6][12]. - The construction of extensive transmission networks will facilitate the synergy between computing and electricity, ensuring stable and green power supply [13].