Group 1 - Qinghai Turing Town officially launched in Xining as a key green computing project in Qinghai Province, representing the province's commitment to developing the green computing industry [1] - The project is developed by H3C Group and aims to create an AI innovation community that integrates government, enterprises, innovation, and applications [1] - Qinghai's abundant water, solar, and wind resources provide a strong foundation for the development of clean energy and computing industries, with the province ranking fifth in water resources and second in solar radiation in China [1] Group 2 - Qinghai has implemented policies to transform its resource advantages into a clean energy development framework, with a focus on hydropower and large-scale clean energy bases [3] - As of September, Qinghai's clean energy installed capacity reached 72.52 million kilowatts, accounting for 93.8% of the province's total power capacity, with both installed capacity and generation exceeding 90% [3] - The computing industry in Qinghai is characterized as an eco-friendly industry with high energy capacity and near-zero emissions, which can help address green electricity consumption challenges and support AI and advanced manufacturing sectors [3] Group 3 - China Unicom's Sanjiangyuan National Big Data Base has invested 2.6 billion yuan, with a current computing capacity of 9,000 P, expected to reach 13,000 P by the end of the year [5] - The data center operates with high energy efficiency, achieving a Power Usage Effectiveness (PUE) below 1.2, which is 40% lower than the national average [5] - The Sanjiangyuan green electricity intelligent computing microgrid project integrates renewable energy sources with computing infrastructure, achieving 100% green electricity consumption and zero carbon emissions [5] Group 4 - As of September, Qinghai has built approximately 190,000 standard racks, with computing capacity increasing nearly 40 times in one year [5] - The province's green computing investment constitutes 40% of the fixed asset investment in the industrial park, with over 80% of computing projects powered by green electricity [5] - The establishment of a clean energy and green computing dispatch center has enabled real-time monitoring of energy generation and carbon emissions across the province [5]

新华财经北京11月6日电（记者安娜） 当前全球能源转型与数字革命"双浪叠加"，算力与电力协同发展 备受关注。未来算电协同将如何演进？相关产业发展前景如何？ 在近日于北京举办的2025第三届电力数智化大会上发布的《电力与算力协同发展蓝皮书（2025）》给出 答案。 蓝皮书指出，绿色低碳是当今全球能源转型的核心主线，而算力已成为数字经济的关键生产力。电力与 算力深度协同，既是实现碳达峰碳中和目标的重要路径，也是推动新型能源体系构建的核心支点。 但国内算电协同仍面临多重挑战。记者从会上了解到，当前，我国算力中心与清洁能源基地尚未形成紧 密联动；算力优化与电力调度缺乏统一的算法与协议框架；算电一体化的指标体系、度量体系和交易机 制尚未全面建立；算力、电力、碳市场之间的价格信号传导与利益分配机制也有待健全。这些问题的存 在，使算电协同在效率、绿色与安全三方面均待进一步突破。 尽管如此，蓝皮书认为，算电协同在国内发展前景依然广阔。一方面，自2023年以来，《算力基础设施 高质量发展行动计划》《加快构建新型电力系统行动方案（2024-2027年）》及《关于深入实施"人工智 能+"行动的意见》等政策相继出台，为算电一体化提供 ...

Core Insights - China's computing power and electricity have been rapidly developing, with total computing power expected to exceed 280 EFlops by the end of 2024, averaging a growth rate of nearly 30% over the past five years [1] - Annual electricity consumption of data centers has surpassed 150 billion kilowatt-hours, highlighting the increasing demand for energy [1] - The structural contradiction between the over 50% share of renewable energy installations in the western region and the electricity shortages in the eastern region is becoming more pronounced [1] - The dual pressure of surging computing demand and energy transition necessitates a deep integration of computing power and electricity [1] - The essence of "computing-electricity synergy" is to break down the barriers between bits (computing power) and watts (electricity), allowing computing power to act as a "regulator" in the electricity system [1] - This synergy aims to promote renewable energy consumption, reduce electricity costs, and optimize resource allocation through the two-way matching of computing load and electricity supply [1]

Core Insights - The article emphasizes the growing importance of computing power as a core production factor, comparable to water and electricity, with energy being the foundation for its continuous operation [1] - The collaboration between DaMao Technology and CATL aims to address the challenges of energy supply and demand imbalance through AI-driven solutions [3][6] Group 1: Industry Trends - By 2024, China's data center electricity consumption is projected to reach 166 billion kWh, accounting for 1.68% of total electricity usage, with power consumption per unit computing power at approximately 5.9 kWh/EFLOPS [1] - The increasing demand for computing power is leading to mismatches in energy supply and demand, highlighting the need for intelligent energy management solutions [1][3] Group 2: Company Developments - DaMao Technology has secured nearly 100 million yuan in A+ round financing to develop core technologies for energy modeling and collaborative computing power management [1][6] - The company has successfully implemented its energy management solutions in key projects, achieving a 6.5% reduction in electricity costs and enhancing the self-balancing capability of the power system [6] Group 3: Technological Innovations - DaMao Technology's approach involves creating a digital twin relationship between computing tasks and energy supply, utilizing AI, IoT, and blockchain technologies for optimal energy scheduling [3][4] - The company has developed a decision-making system that predicts energy demand based on historical data, allowing for precise energy dispatching [4] Group 4: Market Positioning - DaMao Technology aims to capture a 30% market share in the collaborative computing power sector within three years, establishing itself as a leader in the industry [7] - The company has formed strategic partnerships with major players like Schneider Electric and CATL, enhancing its market presence and technological capabilities [7][8]

Core Viewpoint - The article emphasizes the growing importance of computing power as a core production factor, comparable to water and electricity, with energy being the foundation for its continuous operation [1] Group 1: Energy Consumption and Demand - By 2024, China's data center electricity consumption is projected to reach 166 billion kWh, accounting for 1.68% of the total electricity consumption in society, with power consumption per unit of computing power at approximately 5.9 kWh/EFLOPS [1] - The increasing demand for computing power is leading to mismatches in energy supply and demand, highlighting the need for intelligent solutions for precise energy scheduling and efficient utilization [1][3] Group 2: AI-Driven Energy Coordination - The concept of "computing power and electricity coordination" is introduced, focusing on balancing computing demand with energy supply through AI-driven models [3][4] - The company aims to match the "computing power consumption curve" with the "power generation supply curve" to achieve this balance [4] Group 3: Company Overview and Achievements - Founded in 2021, the company has become a star enterprise in Shanghai, focusing on energy management in computing centers, integrating AI technology for dynamic decision-making [5] - The company's technology has been validated in benchmark projects, achieving a 6.5% reduction in electricity costs and enhancing the self-balancing capability of the power system [6] Group 4: Market Position and Future Plans - The company plans to capture a 30% market share in the domestic computing power and electricity coordination business within three years, supported by strategic partnerships with major energy management firms [9] - The company is also exploring international markets, including Japan and Southeast Asia, to expand its consulting and lifecycle service projects [9]

Core Insights - Shanghai Damou Technology Co., Ltd. has completed nearly 100 million yuan in A+ round financing, with the investment coming from Puquan Capital, the only industrial investment platform under CATL [1] - The company, established in 2021, is the first in China to apply energy large models to collaborative electricity calculation, virtual power plants, and pan-energy scenarios, indicating CATL's strategic shift from an "energy equipment manufacturer" to a "zero-carbon energy manager" [1][2] - The energy industry is accelerating its transition towards intelligence and digitalization, with AI technology becoming a key tool to address the challenges posed by the increasing share of renewable energy [2] Group 1: Industry Trends - China's power system is transitioning from a traditional "source-following-load" model to an "interactive source-grid-load-storage" model due to the rapid increase in renewable energy [2] - The National Development and Reform Commission and the Energy Administration have set goals for integrating AI with energy systems, aiming to establish a fusion innovation system by 2027 and achieve global leadership in key technologies by 2030 [2] Group 2: Company Developments - Damou Technology has developed a self-adaptive energy operation system to reduce operational costs of computing centers and promote clean energy consumption, achieving over 90% prediction accuracy and 95% decision accuracy [3][5] - The company has successfully implemented its technology in several demonstration projects, including a project with Fujian Big Data Group that improved energy operation revenue by over 25% [5] Group 3: Strategic Value of Financing - The recent financing will be used for the independent research and development of core technologies related to energy large models and collaborative electricity calculation platforms, solidifying Damou Technology's leading position in this field [7] - The investment from CATL represents a strategic move towards becoming a comprehensive energy solution provider, integrating real-time sensing, prediction, decision-making, and optimization capabilities [7][8] - Prior to CATL's investment, Damou Technology had already secured strategic investments from SenseTime and Cambrian, creating a complete collaborative ecosystem across the industry chain [8]

Core Viewpoint - DaMao Technology has completed nearly 100 million yuan in A+ round financing, indicating a strategic shift by CATL from an "energy equipment manufacturer" to a "zero-carbon energy manager" and highlighting the acceleration of digital transformation in the energy sector [1][10]. Group 1: Industry Trends - The transition of China's power system is moving from a traditional "source-following-load" model to a "source-grid-load-storage interaction" model due to the rapid increase in renewable energy share [3]. - AI technology is becoming a key tool to address the challenges posed by the volatility and intermittency of wind and solar power, which require higher demands for grid balance [3]. Group 2: Company Developments - DaMao Technology is the first domestic AI company to apply energy large models in electricity collaboration, virtual power plants, and broader energy scenarios [1]. - The company has developed a self-adaptive energy operation system based on its fully self-developed energy large model, which significantly enhances the real-time performance, accuracy, and interpretability of energy system balancing strategies [5][6]. Group 3: Technological Achievements - DaMao Technology's predictive accuracy has reached over 90%, and decision-making accuracy has reached 95% in energy system operations [5]. - The company has successfully implemented its technology in multiple demonstration projects, achieving over 25% improvement in energy operation revenue and a 6.5% reduction in energy costs in specific collaborations [8]. Group 4: Strategic Value of Financing - The recent financing will be used for the independent research and commercialization of core technologies related to energy large models and electricity collaboration platforms, further solidifying DaMao Technology's leading position in the field [10]. - The investment from CATL represents a critical step in its strategic transformation towards becoming a comprehensive energy solution provider, integrating real-time sensing, prediction, decision-making, and optimization capabilities [10][12].

Core Insights - Recently, Damo Technology signed an investment agreement with CATL Capital and announced the completion of nearly 100 million yuan in Series A+ financing [1] - CATL Capital, the only industrial investment platform under CATL, led this round of financing for Damo Technology [1] - The funds raised will be used for the independent research and development and commercialization of core technologies such as energy large models, computing power collaborative platforms, and related intelligent agents [1]

Core Viewpoint - DAMAO AI is the first domestic company to apply energy large models in the fields of electricity collaboration and virtual power plants, indicating a strategic shift for CATL from an "energy equipment manufacturer" to a "zero-carbon energy manager" [1][4]. Group 1: Company Overview - DAMAO AI, founded in 2021, is a leading energy artificial intelligence innovation company in China, showcasing its "Electricity Collaboration" platform at the 2025 World Artificial Intelligence Conference [2]. - The company has received strategic investments from Cambrian and SenseTime, establishing a complete collaborative ecosystem covering "chip-model/power-storage/energy" [4]. Group 2: Strategic Intent of CATL - CATL's investment in DAMAO AI aims to seize the key node of "electricity collaboration" in the future energy system, transitioning from a battery manufacturer to a comprehensive energy solution provider [3]. - The investment represents a strategic move to integrate battery storage with DAMAO AI's energy large models and AI scheduling technology, enhancing CATL's capabilities in emerging business scenarios like virtual power plants [3]. Group 3: Industry Context - The energy demand of intelligent computing centers is projected to account for 5%-10% of China's total electricity consumption by 2030, making the synergy between computing power and electricity a critical factor for industry development [3]. - The collaboration between AI technology, green energy, and electricity market reforms is forming a new industrial triangle, with electricity collaboration as the core link [3].

Core Insights - The article highlights the increasing electricity consumption of data centers in China, projected to reach 525.76 billion kilowatt-hours by 2030, which will account for 4.8% of the total national electricity consumption [2][4] - The company, Kehua Data, is addressing the challenge of balancing high computing power demands with energy consumption through its innovative "Green Power + AI + Light Storage Integration" concept [2][3] - Kehua Data is evolving from a power electronics technology company to a solution provider in three key areas: "Intelligent Computing Centers," "Smart Power," and "Clean Energy" [1][5] Energy Consumption and Management - In 2024, the national data center electricity consumption is expected to reach 166 billion kilowatt-hours, nearly equivalent to the output of two Three Gorges Hydropower Stations [1] - The company is focusing on the development of liquid cooling technology to meet the high-density and high-efficiency requirements of AI computing [2][3] - Kehua Data has introduced a modular, flexible delivery model for its high-density liquid cooling micro-modules, enhancing energy efficiency and operational safety [3] Smart Energy Solutions - The company has established itself as a leader in the aviation sector, contributing to the digital and green transformation of over 50 airports and aviation authorities since 2008 [3] - Kehua Data's smart energy solutions include a comprehensive energy management system that replaces traditional management methods with AI-driven monitoring [3][4] Clean Energy Initiatives - The company is responding to market demands with a comprehensive grid-connected energy storage solution, achieving full functional verification for its energy storage products [4] - Kehua Data emphasizes the importance of profitable revenue and cash flow in a competitive clean energy market [4] Global Positioning - Chinese companies, including Kehua Data, are transitioning from "domestic alternatives" to "global standard definers" in the fields of intelligent computing centers and clean energy [5][6] - Kehua Data has implemented an overseas development strategy, successfully delivering data center products in regions such as Southeast Asia, Central Asia, Europe, and North America [6] - The company recognizes the differing priorities of domestic and international clients, focusing on product autonomy and compliance in China, while emphasizing performance and compatibility with global standards abroad [6]