2025年AIDC智算中心能耗将达77.7TWh，储能技术升级迫在眉睫

Core Viewpoint - The rapid growth of AI technology is driving significant increases in power consumption for AIDC computing centers, with projections indicating a sixfold increase in energy consumption by 2025, reaching 77.7 TWh [2][4]. Group 1: Energy Consumption and Demand - The power consumption of single cabinets in AIDC computing centers has surged from a traditional range of 2-8 kW to between 20-50 kW, with future estimates suggesting it may exceed 100 kW [2]. - The core demands for AIDC computing centers include high-density power supply, efficient cooling, smaller footprint, and rapid deployment [2]. Group 2: Energy Solutions and Innovations - The company has proposed a series of "green electricity + energy storage" solutions, including 220 kV "green electricity direct connection," 10 kV AC UPS power supply with storage, and future trends like SST-800V DC storage [4]. - These solutions aim to optimize the collaboration between power sources, grids, loads, and energy storage to enhance energy efficiency, reduce carbon emissions, and ensure stable and reliable power supply [4][5]. Group 3: Technological Advancements and Recognition - The company has established a comprehensive technology matrix covering new energy storage and application scenarios, focusing on lithium batteries, sodium batteries, fuel cells, and solid-state batteries [5]. - The company has received numerous accolades, including national manufacturing single champion, national-level specialized and innovative small giant, and national quality benchmark enterprise [5]. Group 4: Future Directions - The company plans to continue driving industrial upgrades through technological innovation and aims to collaborate with global partners to build a "green carbon ecosystem" [5].