国家能源局·2026-03-09 12:55Core Viewpoint - Artificial intelligence (AI) is a key variable for China to seize development opportunities and shape competitive advantages in the face of a new round of technological revolution and industrial transformation. The government work report emphasizes the creation of a new intelligent economy and the implementation of new infrastructure projects like "computing power and electricity collaboration" as a national strategy [2][4]. Group 1: Infrastructure Development - The concept of "computing power and electricity collaboration" has been elevated to a national strategic deployment, marking a significant upgrade in AI-era infrastructure. This collaboration aims to enhance energy efficiency and stabilize computing power supply through digitalization and intelligent scheduling [4][12]. - China's data center electricity consumption is projected to increase from 82.4 billion kWh in 2019 to between 390 billion kWh and 820 billion kWh by 2030, with electricity and computing power depreciation costs accounting for about 70% of operational costs [4][10]. Group 2: Competitive Advantages - China has established a strong foundation in intelligent computing power, with a projected scale exceeding 1590 EFLOPS by 2025, and has become the second-largest globally in both total and intelligent computing power [9]. - The country has a significant advantage in renewable energy, with wind and solar power installations accounting for nearly half of the global total, providing ample low-cost green electricity for computing centers [10]. Group 3: Policy Support - Recent policies have increasingly emphasized "computing power and electricity collaboration," with various initiatives aimed at promoting green and low-carbon development in data centers and the construction of a new power system [11][15]. - The "East Data West Computing" project has established eight national computing power hub nodes and ten national data center clusters, facilitating the aggregation of large data centers in resource-rich western regions [13][14]. Group 4: Challenges and Recommendations - Despite rapid advancements, challenges remain in the integration of computing power and electricity, particularly in eastern regions where computing demand is high but energy supply is limited. Recommendations include encouraging computing power to follow electricity supply and enhancing infrastructure investments in eastern regions [15][16]. - There is a need for a more optimized national computing power strategy that includes a three-tiered architecture and promotes efficient allocation of resources, as well as innovation in collaborative mechanisms [16][19]. Group 5: Market Implications - The new model of "computing power and electricity collaboration" is expected to create a market increment of at least trillions, with significant impacts on capital market valuations for energy and technology sectors [20].