阳光电源(300274.SZ):根据IEA的判断,到2030年AIDC相关的电力需求会翻倍,同步带来配储需求的增加
Group 1 - The core viewpoint of the article highlights the increasing electricity demand from AIDC data centers, which is expected to double by 2030 according to IEA's assessment [1] - The company aims to actively seize market opportunities arising from the growth in electricity demand and the corresponding increase in energy storage needs [1]