“绿电”成科技业关键基础设施，持续受益于能源转型

Core Insights - The International Energy Agency (IEA) emphasizes that to achieve a threefold increase in renewable energy capacity by 2030, global energy storage capacity must rise to 1500 GW, with batteries accounting for 90% of new storage capacity in a "Net Zero Emissions by 2050" scenario [1] - SolarPower Europe's report indicates that the EU will add 27.1 GWh of battery storage capacity by 2025, marking a historical high, with utility-scale projects making up over half of this capacity, reflecting Europe's acceleration in building a flexible power system to support solar and wind expansion [1] - The demand for stable and low-carbon power sources is increasing due to the rapid rise in electricity consumption from data centers in the AI era, positioning "green electricity" as a critical infrastructure for the tech industry [1] Industry Trends - The demand for nuclear and renewable energy is expected to rise in tandem, with battery storage becoming a crucial component in supporting green electricity development [4] - The ongoing expansion of AI data centers, recovery in industrial investment, and the global electrification trend indicate a clear long-term growth direction for electricity demand [4]