数据中心快速上线的战略基础设施，储能行业正开启增长新周期

Core Viewpoint - The integration of AI computing power and energy storage is becoming crucial for data centers, with energy access speed being the top priority for rapid deployment of AI data centers [1] Group 1: AI Data Center and Energy Storage - Data centers are facing significant grid connection bottlenecks, making energy access speed a critical factor for their operation [1] - Energy storage is evolving from merely backup power to active power supply, addressing voltage fluctuations through peak shaving and grid-structured technologies [1] Group 2: Market Growth and Trends - The construction boom of intelligent computing centers is reshaping the energy storage industry landscape, with the global AI data center energy storage market expected to experience explosive growth [1] - By 2030, the shipment volume of lithium batteries for AI data center energy storage is projected to exceed 300 GWh, which is 20 times the 15 GWh expected in 2025 [1] - The global energy storage industry is entering a new growth cycle, driven by three factors: AI computing infrastructure, energy transition needs, and grid congestion [1] Group 3: Supply and Demand Dynamics - The supply-demand relationship in the industry is significantly improving, transitioning from a destocking phase to a replenishment boom, with some segments of the supply chain expected to see both volume and price increases [1]