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阳光电源:绿电比例在60%-70%的成本比较可接受
Zheng Quan Ri Bao Wang· 2025-10-29 08:45
Core Viewpoint - Sunshine Power (300274) announced on October 29 that the cost of achieving 100% green electricity supply is significantly higher than that of a mixed supply approach, which is expected to be the mainstream solution in the industry [1] Cost Analysis - The company indicated that the cost of fully green electricity is higher due to the high reliability requirements for power supply in data centers, necessitating not only photovoltaic sources but also other methods such as diesel generation and fuel cells [1] - Initial estimates suggest that a green electricity ratio of 60%-70% is more acceptable in terms of cost, while achieving 100% green supply could potentially double the costs [1] Supply Strategy - The overall strategy for achieving a diversified power supply through green electricity is anticipated to become a common approach in the industry [1]