Q&A AIDC（人工智能数据中心）对储能需求的拉动有哪些具体表现？ 从去年底到现在，AIDC 市场持续增长，设备需求逐步从机房内延伸到机房外。 储能在 AIDC 建设中成为新增量，主要针对机房侧储能以平抑电网负荷波动。 北美市场尤其显著，由于市中心建设带来的用电量增长，短期内发电侧和用电 侧出现供需缺口，通过新能源装机补充缺口，从而带来发电侧储能配套需求的 增长。 光储发电竞争力显著，LCOE 约为 50~130 美元/兆瓦时，优于传统发 电方式。大型独立四小时储能系统 LCOS 较低，比两小时大型独立储能 低 14 美元/兆瓦时，具备良好经济性。特斯拉 Megapack 储能系统集成 变电站功能，可调峰和平抑电网负荷波动。 弗若斯特沙利文预测，到 2030 年全球数据中心储能需求将达到 212GWh，2023-2030 年复合增长率为 49%。美国市场数据中心配属 比例将从 2025 年的 20%提升至 2030 年的 50%，平均配属时长从 4 小时增加到 6-8 小时。预计到 2030 年，美国机房侧存量需求将达到 100GWh 左右，复合增长率为 62%。 全球 AIDC 的发展趋势是什么？ 全球 ...

Group 1 - The company held its 19th meeting of the 11th Board of Directors on July 29, 2025, to review and approve the 2025 semi-annual report and summary [1][2] - The semi-annual report was prepared in compliance with relevant laws and regulations, and was confirmed by the board members, supervisors, and senior management [1][2] - The board approved a proposal for a project investment cooperation agreement and related party transactions [2][3] Group 2 - Green Energy International Limited plans to invest in the construction of a solar and energy storage power station at the site provided by the company's subsidiary, Brother Mining SASU, with an expected scale of 18MW for solar and 20MW/20MWh for energy storage [3] - The project will have a 10-year cooperation period with a phased decreasing pricing model, with an estimated total payment of approximately $48.06 million for electricity over the 10 years [3] - The related party transaction was approved by the independent directors of the board and does not require submission to the shareholders' meeting [3][4]