6年将涨12倍，锂电竞逐数据中心“新蓝海”

Core Viewpoint - The AIDC (Artificial Intelligence Data Center) energy storage market is experiencing rapid growth, with a projected increase of over 12 times in installed capacity over the next six years, driven by the surge in AI computing demands and the transition from traditional IDC to AIDC [2][3][4]. Market Growth and Projections - The global data center energy storage battery shipments are expected to grow from 10 GWh in 2024 to approximately 300 GWh by 2030, reflecting a compound annual growth rate (CAGR) of 76.3% [2][3]. - High-tech advancements in AI and AIDC are anticipated to increase the number of global data center racks to 181.3 million by 2030, leading to a significant rise in energy storage capacity from 16.5 GWh in 2024 to 209.4 GWh by 2030 [3][4]. Competitive Landscape - Major players such as CATL, Huawei, and others are actively entering the AIDC energy storage sector, with CATL already indicating a strong focus on this market in its 2024 financial report [4][10]. - The competitive landscape is characterized by a mix of lithium battery leaders, energy technology companies, and system solution providers, with a focus on differentiated strategies to capture market share [10][18]. Policy and Market Drivers - The Chinese government has introduced favorable policies to promote energy storage solutions for data centers, with expectations that energy consumption from data centers will rise from 3% to 6% by 2027 [8][9]. - The collaboration between various government departments has emphasized the need for new energy storage configurations for high-energy-consuming users, further solidifying the market's growth potential [9]. Technological Innovations - The shift towards high voltage direct current (HVDC) systems is becoming a trend in AIDC power supply, enhancing efficiency and integration with renewable energy sources [16]. - Companies are exploring advanced energy management solutions that combine storage with AI algorithms, aiming to create comprehensive offerings that go beyond traditional battery production [16][18]. Emerging Opportunities - The current phase of the AIDC energy storage market is marked by a demand that outpaces supply, presenting opportunities for new entrants to capture market share by aligning with emerging trends and technological advancements [15][18]. - The transition from passive backup power to active energy management is expected to redefine competitive dynamics, with a focus on safety, economy, and sustainability becoming central to market strategies [18].