新浪科技讯 12月15日下午消息，商汤科技大装置事业群智算中心总经理林海近日指出，全球算力基础 设施正迎来新一轮"算力效能"战略竞争，商汤大装置作为国内领先的AI基础设施，在算电协同领域的探 索正以体系化设计给出了一套中国式"算力—能源"协同建设范式，为我国在下一阶段的 AI 基础设施竞 争中赢得技术主动权。 据悉，商汤大装置基于自身万卡级智算中心（AIDC）的长期运营实践，于2025年7月发布了自主可控 的"算电协同智能调度平台"，打通算力及电力数据，同时在实际运行中取得了显著的经济与社会效益。 新浪科技讯 12月15日下午消息，商汤科技大装置事业群智算中心总经理林海近日指出，全球算力基础 设施正迎来新一轮"算力效能"战略竞争，商汤大装置作为国内领先的AI基础设施，在算电协同领域的探 索正以体系化设计给出了一套中国式"算力—能源"协同建设范式，为我国在下一阶段的 AI 基础设施竞 争中赢得技术主动权。 据悉，商汤大装置基于自身万卡级智算中心（AIDC）的长期运营实践，于2025年7月发布了自主可控 的"算电协同智能调度平台"，打通算力及电力数据，同时在实际运行中取得了显著的经济与社会效益。 其中，商汤自研能 ...

同力天启近日完成了公司名称和证券简称的变更，由原来的江苏同力日升机械股份有限公司(同力日升) 变更为江苏同力天启科技有限公司(同力天启)。同力天启有关负责人表示，公司新能源业务对合并报表 净利润贡献已超过 50%，公司名称和证券简称的变更，可以更全面地体现公司的核心业务和产业布 局，准确反映公司未来战略发展方向。 AI模块提升储能电站效率 同力天启自2022年完成对北京天启鸿源新能源科技股份有限公司(简称"天启鸿源")51%股权收购以来， 新能源业务实现了稳定增长。截至2024年12月31日，公司新能源业务对合并报表净利润贡献已超过 50%，实现了新老主营业务协同发展。 天启鸿源成立于2019年，在电化学储能技术方面已形成较好的积累。凭借相关技术，天启鸿源在软件层 面能够实现大规模储能系统下的单个电芯实时监测和动态自我调整，在遏制火灾风险的同时优化系统效 能；在物理层面，通过整体结构设计优化储能系统风道和散热元器件布局，控制箱内电芯温差，在控制 安全隐患的同时确保系统稳定。 探索算电协同智能调度模式 天启鸿源完成过多个风、光、储、微网领域标杆性项目，同时布局有大型集中式风电站和分散式风电项 目资源储备，核心是 ...

Core Insights - The white paper on 800V DC power supply technology for data centers highlights the shift towards higher power density, with single cabinet power increasing from 6kW to 600kW or more, revealing the limitations of traditional AC power systems in terms of efficiency and space utilization [1][3]. Group 1: Technology Overview - The 800V DC power supply system is identified as a key direction for energy architecture innovation in data centers, addressing the inefficiencies of traditional AC systems and low-voltage DC systems [1][2]. - The system features three main technical routes, with the solid-state transformer (SST) converting AC 10kV directly to DC 800V being the optimal choice due to fewer conversion stages and higher efficiency [2]. Group 2: System Advantages - The 800V DC system supports the integration of distributed renewable energy sources like solar and storage, enabling a unified "source-grid-load-storage" construction [2]. - It enhances the synergy between computing and electricity, achieving efficient matching of computing power and electrical power through rapid power adjustment and reduced conversion losses [2]. - The system's efficiency is improved by over 3%, with a footprint reduced to less than 50% of traditional UPS systems, significantly decreasing copper usage and shortening construction time [2]. Group 3: Key Components - The SST, utilizing third-generation semiconductor materials (SiC), achieves efficient voltage conversion and stable control, with an average fault-free operation time of approximately 11 years [2]. - The system is designed to be compatible with various loads, achieving a DC800V to DC48V conversion efficiency of 98.5%, and is naturally compatible with distributed photovoltaic storage systems [2]. Group 4: Market Trends - Major companies like Meta, Microsoft, and NVIDIA are actively investing in 800V DC power supply technology, planning to implement it gradually from 2026 to 2027 [3]. - As computing power demands continue to rise, the voltage levels for board-level chip power supplies are expected to upgrade to DC800V or ±DC400V, with SST flexible DC power supply systems becoming mainstream [3]. - The transition to higher voltage levels in DC power supply technology is anticipated to drive the evolution of data center power systems towards greater efficiency, sustainability, and intelligence [3].

Core Insights - The 20th China IDC Industry Annual Conference (IDCC2025) and Digital Infrastructure Technology Expo (DITExpo) was held in Beijing, marking a significant milestone in the IDC industry, themed "Reshaping Computing Power, Breaking Boundaries" [1][3] - The IDC industry in China has evolved from a market size of 2.16 billion yuan in 2006 to approaching a trillion yuan, transitioning from basic server hosting to a comprehensive intelligent computing power hub covering AI training, inference, and cloud computing [3][8] - The event gathered thousands of representatives from government, academia, and industry to discuss the future of the computing power industry and its next golden decade [3][8] Event Highlights - The DITExpo was officially launched during the conference, attended by prominent figures from academia and industry, symbolizing a new development stage for China's digital infrastructure industry [7][10] - Huang Chao, CEO of China IDC Circle, highlighted the IDC industry's journey over the past 20 years, noting its growth from hundreds of millions to nearly a trillion yuan, and the impact of national strategies like "New Infrastructure" and "East Data West Computing" [8][10] - The conference featured various keynote speeches and discussions on topics such as AI model inference systems, green computing, and the collaboration between computing power and electricity [12][14][18] Industry Trends and Reports - A report presented at the conference indicated that the demand for intelligent computing power is expected to grow at a compound annual growth rate of 49% over the next three years, with the total scale of data centers in China projected to exceed 25 GW by 2025 [31][33] - The report also emphasized the importance of green computing as a core competitive factor, with new projects increasingly requiring green electricity ratios [33] - The issuance of public REITs by companies like GDS and Runze marks a significant breakthrough in the capital market for the data center industry, paving the way for the securitization of computing power infrastructure [33] Awards and Recognition - The conference included the 2025 China IDC Industry Annual Awards, recognizing outstanding contributions to the development of the computing power industry [34][36] - Awards were given in various categories, including AI+DC innovation practices and green computing centers, showcasing the highest standards of technological innovation in the IDC industry [34][36] Future Outlook - The next decade is anticipated to be a period of rapid development for intelligent computing, with data centers evolving towards large-scale, high-density, and green low-carbon models [44][48] - The industry is expected to focus on deep collaboration between computing power and electricity, as well as the service-oriented and asset-oriented evolution of computing power [48] - The China IDC Circle aims to continue its role as a builder of the digital infrastructure ecosystem, contributing to the development of the digital economy and the construction of a digital China [48]

Investment Rating - The report maintains a rating of "Overweight" for the electricity industry [3] Core Views - The introduction of the 2026 electricity trading scheme in Jiangsu and Zhejiang provinces aims to deepen market reforms, enhance price predictability, and encourage the consumption of renewable energy [14][6] - The "computing power and electricity synergy" strategy is being promoted at the national level to meet the growing electricity demand from the AI industry, with a focus on using clean energy [6][15] - The report recommends focusing on flexible thermal power resources, energy storage, and virtual power plants as investment opportunities [7] Summary by Sections Industry Overview - The Shanghai Composite Index rose by 0.37% to 3902.81 points, while the CSI 300 Index increased by 1.28% to 4584.54 points during the week [62] - The CITIC Power and Utilities Index reported a slight increase of 0.01% to 3114.45 points, underperforming the CSI 300 Index by 1.26 percentage points [62] Key Developments - The 2026 electricity trading scheme in Zhejiang introduces a requirement that at least 70% of annual trading volume must be secured through long-term contracts, enhancing market stability [14] - In Jiangsu, the trading scheme allows for all renewable energy projects to enter the market, with a focus on signing long-term purchase agreements [14] - The report highlights a significant increase in computing power demand, with a 30% annual growth rate in total computing power scale in China [6] Investment Recommendations - The report suggests investing in thermal power companies such as Huaneng International, Guodian Power, and Datang Power, as well as in leading companies in flexible thermal power transformation [7] - It also recommends focusing on undervalued green energy companies, particularly in wind and solar power sectors, such as Xintian Green Energy and Longyuan Power [7] - For hydropower and nuclear power, companies like Yangtze Power and China Nuclear Power are highlighted as potential investments [7] Market Trends - The report notes that coal prices have decreased to 800 RMB per ton, which may positively impact thermal power generation costs [17] - The carbon market saw a price increase of 0.69% this week, with a closing price of 60.06 RMB per ton [57]

Core Insights - The completion of the first provincial comprehensive data network SDN pilot project by State Grid Corporation on November 17 marks a significant step in the digital transformation of the power industry, aligning with national strategic plans for digital China and new power system construction [1] - The renovation project of the State Grid Jibei Power Data Network focuses on enhancing the quality of the power communication network in the Beijing-Hebei region, achieving full localization of over 1,400 network devices and breaking reliance on foreign technology [2] - The new data network will significantly improve power supply reliability and safety, laying the foundation for the digital infrastructure of State Grid to evolve towards the next generation of domestically produced and intelligent systems [3] Group 1 - The SDN pilot project is a practical implementation of national strategies aimed at digital transformation and high-quality development in the energy sector [1] - The renovation project integrates SDN technology with IPv6+ applications, creating a new generation of IP business networks that enhance response speed by over 90% during peak business periods [2] - The project explores a replicable and scalable model for the "electricity-computing-data" collaborative interaction, facilitating the synergy between computing power and electricity [2] Group 2 - The joint implementation of the "East Data West Computing" initiative emphasizes the integration of computing power and green electricity, promoting the deep fusion of new energy systems and digital infrastructure [3] - The State Grid aims to expand the coverage of the SDN renovation project and promote the large-scale application of advanced technologies across the national power communication network [3] - The initiative supports the construction of a clean, low-carbon, safe, and efficient new energy system, providing robust power guarantees for the deep integration of the digital economy and the real economy [3]

21世纪经济报道记者雷椰 李德尚玉 实习生刘诗媛 北京报道 全球气候治理迈入"落实《巴黎协定》十年"的关键节点，人工智能等前沿技术驱动的算力产业在持续扩 张，同时也带来了巨量的能源需求与碳排放压力。而有关AI、能源议题也成为《联合国气候变化框架 公约》第三十次缔约方大会（COP30）的讨论焦点。 在COP30召开期间，在巴西COP30中国角的现场，BCI Group创始人、CEO居静和他的团队向国际展示 了其绿色算力基础设施样本。居静在接受21世纪经济报道专访时表示，破解AI算力与能源消耗的矛 盾，不能仅靠单点技术，而必须通过"垂直一体化"的生态重构，在源头实现绿色电力直供与全链条协 同，才能真正支撑算力产业的可持续发展。 《21世纪》：今年COP30大会在巴西举行，作为数次参加COP大会的中国企业，从迪拜、阿塞拜疆到 今年的巴西贝伦，一路走来，你和团队有什么特别的感受？对本次大会有怎样的期待？又有哪些收获？ 居静：作为算力基础设施企业，对于今年COP30议题，我们期待气候融资的落实，特别是整合地方政 府、企业与民间社会力量，共同落实能源转型相关内容。具体有几方面的期待：一是可再生能源规模化 增长背景下，气候 ...

Core Viewpoint - The article emphasizes the growing demand for green electricity in China's computing power centers, highlighting the need for collaboration between energy and computing sectors to achieve sustainability goals by 2030 [1][8]. Green Electricity Consumption - Current green electricity consumption in domestic computing power centers is low, with significant growth potential to reach the national average consumption level of 40% by 2030 [1][8]. - Bloomberg New Energy Finance predicts that the demand for green electricity in domestic computing power centers will reach 72 TWh by 2026 [1][8]. Energy Infrastructure Development - The Dazhong Park of Qineng Technology features a 300 MW wind power, 200 MW solar power, and a 50 MW/100 MWh energy storage station, with a planned IT capacity of 1000 MW [3]. - The park aims to achieve grid connection for green electricity by 2024, reflecting the shift from real estate-driven growth to energy-driven development in the computing industry [3][4]. Policy and Market Dynamics - The National Development and Reform Commission and the National Energy Administration have issued guidelines to promote the synergy between renewable energy and computing facilities [3]. - The core customers for green electricity consumption include steel, chemical, and computing centers, with the latter showing stable electricity usage and significant growth potential [4]. Global and Domestic Energy Trends - The International Energy Agency reports that global data center electricity consumption is expected to rise from 415 TWh in 2024 to 945 TWh by 2030, with China and the U.S. contributing nearly 80% of the increase [6]. - By 2030, China's data center electricity load is projected to reach 100 million kW, with annual consumption rising to between 400 TWh and 600 TWh, increasing its share of national electricity consumption from under 2% to 6% [6]. Green Electricity Connection Models - There are three main methods for green electricity consumption: direct connection, green microgrids, and power purchase agreements [9]. - The direct connection model allows renewable energy sources to supply electricity directly to users, bypassing the public grid, which is encouraged by recent government policies [9]. Regional Development Initiatives - Various provinces are launching plans for green electricity parks, with Shanxi Province planning to establish 13 pilot parks across multiple cities [10]. - The selection of sites for green electricity parks is critical, with proximity to renewable energy sources being a key factor for economic viability [12]. Cost Management Strategies - The "green electricity direct connection" model faces high initial investment costs, requiring infrastructure such as solar and wind farms, substations, and backup power systems [16]. - Companies are focusing on lifecycle cost management and vertical integration to optimize resource development and reduce costs [16][17].

Core Insights - The article discusses the growing demand for green electricity in the context of the expanding computing power industry, emphasizing the need for "power-computing synergy" as a trend in energy consumption and infrastructure development [2][3][4]. Group 1: Industry Trends - The computing power industry is shifting from a real estate-driven model to one that requires energy iteration support, making "power-computing synergy" a necessary trend [2]. - The National Development and Reform Commission and the National Energy Administration have issued guidelines to promote the coordinated planning and operation of renewable energy and computing facilities [2]. - The global data center electricity consumption is projected to reach approximately 945 terawatt-hours by 2030, with China and the U.S. contributing nearly 80% of the new electricity demand [4]. Group 2: Green Electricity Demand - The core customers for green electricity consumption include steel, chemical, and computing centers, with the latter showing significant growth potential and stable electricity demand [3]. - Data centers have a high and rapidly growing electricity consumption, making them a key focus for green electricity policies [3][4]. - By 2030, it is expected that the electricity load of data centers in China will reach 100 million kilowatts, with annual consumption rising to between 400 and 600 terawatt-hours [4]. Group 3: Supply Side Developments - The rapid growth of installed renewable energy capacity in China has led to a decrease in the average utilization hours of power generation equipment, necessitating new applications for green electricity [5]. - As of September 2025, solar power capacity reached 1.13 billion kilowatts, a year-on-year increase of 45.7%, while wind power capacity reached 580 million kilowatts, up 21.3% [5]. - The current low consumption ratio of green electricity in computing centers indicates significant room for growth to meet the national target of 40% by 2030 [5]. Group 4: Green Electricity Consumption Models - There are three main methods for green electricity consumption: direct connection, green microgrids, and power purchase agreements [6]. - The "green electricity direct connection" model allows renewable energy sources to supply electricity directly to users, bypassing the public grid [6]. - The National Development and Reform Commission has issued notifications to promote the development of green electricity direct connection projects [6]. Group 5: Regional Development Initiatives - Various provinces in China are launching plans for green electricity parks, with Shanxi planning to establish 13 pilot parks across multiple cities [7]. - Inner Mongolia aims to identify 20 zero-carbon parks for development, targeting the creation of national-level zero-carbon park pilots [7]. Group 6: Site Selection and Economic Viability - The economic viability of green electricity direct connection projects decreases significantly as the distance between computing centers and power plants increases beyond 100-150 kilometers [8]. - The site selection for computing power centers must balance proximity to energy sources and the demand for low-latency connections [9]. - The Dazhong Park in Datong was chosen for its optimal wind-solar complementarity, robust grid conditions, and government support [9]. Group 7: Cost Reduction Strategies - The initial investment for green electricity direct connection projects is high due to the need for supporting infrastructure [11]. - The Dazhong Park project includes significant investments in solar and wind energy, with a total investment of approximately 3.2 billion yuan [11]. - User-side energy storage in computing centers can enhance electricity stability and reduce costs through various strategies [12]. Group 8: Future Outlook - The demand for green electricity in computing centers is expected to expand further, with a projected increase in green electricity consumption in the computing rental market [6][12]. - The construction of extensive transmission networks will facilitate the synergy between computing and electricity, ensuring stable and green power supply [13].

Core Insights - The rapid development of the new energy industry in China has highlighted the issue of energy consumption, with Jilin Province's Baicheng City strategically expanding its green energy applications, particularly in green hydrogen and new energy storage [1][2]. New Energy Development - Baicheng City has a planned new energy development scale exceeding 16 million kilowatts by the end of 2024, ranking first in Northeast China and among the top ten nationwide [1]. - The city is exploring an integrated model of "green electricity - green hydrogen - green chemicals" to enhance local energy consumption and strengthen the power grid's export capacity [1][2]. Green Hydrogen Projects - Two green hydrogen chemical projects launched in July 2023 have garnered significant attention, achieving multiple national and global milestones [2]. - The projects utilize green electricity from wind and solar sources to produce green hydrogen and subsequently synthesize it into green ammonia, employing a full industrial chain design [2][3]. Technological Innovations - The projects include the world's largest single production facility for green ammonia at 180,000 tons per year and the largest alkaline and PEM mixed electrolysis water hydrogen production system [3]. - They also feature the largest scale of direct current microgrid hydrogen production and solid-state hydrogen storage, addressing challenges in hydrogen storage and production stability [3]. Green Methanol Production - A new integrated project for producing green methanol from wind power and biomass gasification has been launched, with an annual production capacity of 50,000 tons [4]. - This project aims to create a production system of "green electricity - green hydrogen - green methanol," promoting local energy consumption and utilizing agricultural waste [4]. Energy Storage Initiatives - Baicheng City is actively developing energy storage systems, including lithium iron phosphate battery systems and all-vanadium flow batteries, to enhance energy consumption efficiency [7][9]. - The city has initiated several energy storage projects, including a 350 MW compressed air energy storage project, marking a significant step in energy storage technology [10]. Grid Infrastructure Enhancements - The construction of a 100 MW tower molten salt solar thermal power station is underway, which will improve the region's energy export capabilities [12][13]. - Recent upgrades to the power grid, including the completion of multiple 500 kV substations, are designed to support the integration and export of renewable energy projects [14][15]. Future Prospects - The "Jilin Electricity to Beijing" project is in the planning stages, aiming to build an ±800 kV high-voltage direct current transmission line to export 6 million kilowatts of renewable energy from Baicheng to North China [15].