在这个万物互联的时代，大数据早已不再是抽象概念，而是深藏于我们每一次点击、出行和消费背 后的"智慧大脑"。作为我国清洁能源和新能源装机占比最高的省份，青海产生的绿色电力不仅点亮万家 灯火，更在用"绿色电力"驱动高耗能的算力产业，成为全国首个"算电协同"先行示范区。 ...

一座1千兆瓦的数据中心，一年要用多少电？ 大概相当于一座中等大小城市的全年耗电量。 如果全球AI大模型同步满负荷运载，电还够用吗？ 随着OpenAI、英伟达、谷歌等科技巨头纷纷投入"千亿级"建厂竞赛，AI不再只是技术角逐，更演变为 一场电力之战。 2025世界人工智能大会，国家电网展示AI+新型电力系统。 "账单一直在涨。"57岁的凯文·斯坦利说。他的住所距离美国弗吉尼亚州一个数据中心港约一个多小时 的车程。随着该州数据中心不断兴建，三年来，他的能源账单增加了80%。 随着人工智能浪潮升温，从模型训练到计算推理，每一次算力迭代，背后都是电力系统的极限挑战。 彭博新能源财经预计，到2035年，全球数据中心耗电将占全球电力使用的4%以上。如果把它当作一 个"虚拟国家"，其用电量将排在全球第四，仅次于中国、美国和印度。 因此，高盛专题报告显示，未来人工智能发展最大的瓶颈，或许不在芯片，而在电。 这一轮全球科技竞赛的背后，一场看不见的能源博弈也在展开。 中国正凭借强大的能源系统和战略布局，占得先机。 尤其是，中国不断推进特高压输电建设，形成了全球领先的电力基础设施体系，为AI算力扩张提供了 坚实支撑。 2025年10 ...

Market Overview - The Shanghai Composite Index increased by 1.07% this week, while the Utilities Index rose by 0.28% and the Environmental Index increased by 1.06%, with relative weekly returns of -0.79% and -0.01% respectively [2][3] - Among the 31 primary industry sectors classified by Shenwan, the Utilities and Environmental sectors ranked 6th and 4th in terms of growth [2][3] Power Sector Performance - In the power sector, thermal power decreased by 0.82%, while hydropower and renewable energy generation increased by 0.82% and 1.09% respectively [2][3] - The water sector saw an increase of 2.74%, while the gas sector declined by 0.63% [2][3] Important Events - At the UN Climate Change Summit, national leaders announced China's new commitments to reduce greenhouse gas emissions by 7%-10% from peak levels by 2035 and to increase non-fossil energy consumption to over 30% of total energy consumption [3] - In August, China's total electricity consumption reached 10,154 billion kWh, a year-on-year increase of 5.0% [3] - Cumulative installed power generation capacity reached 3,690 million kW by the end of August, with solar power capacity growing by 48.5% year-on-year [3] Regional Market Insights - The Sichuan electricity spot market has begun trial settlements, experiencing instances of negative electricity prices due to an oversupply situation [4] - As of 2024, Sichuan's total installed capacity is projected to be 14,346 MW, with hydropower accounting for 71.2% [4] Investment Strategies - In the utilities sector, coal and electricity prices are expected to decline, maintaining reasonable profitability for thermal power companies [5] - Continued government support for renewable energy development is anticipated to stabilize profitability for renewable energy companies [5] - Recommendations include major thermal power companies, national renewable energy leaders, and stable nuclear power operators [5] Environmental Sector Insights - The water and waste incineration sectors are entering a mature phase, with significant improvements in free cash flow [5] - The domestic market for scientific instruments exceeds $9 billion, indicating substantial potential for domestic substitution [5] - The upcoming EU SAF blending policy is expected to increase demand for raw materials, benefiting the domestic waste oil recycling industry [5]

本报讯 （记者陈红）近日，有投资者在互动平台上向江苏同力日升机械股份有限公司（以下简称"同力 日升"）提问，公司在算力中心节能降耗上目前是如何布局的，公司在绿电直连、算电协同上的具体优 势，以及公司相关技术如何保障数据中心安全性。 据同力日升相关负责人介绍，算力中心对供电可靠性要求达到99.99%，传统架构是两路电源接入后， 通过UPS加柴油机实现，但柴油机存在一次投入高、维护费用高、利用率低等缺点。公司引入绿电加储 能形成微网，若能证明系统可靠性高于柴油机，理论上可替代部分UPS和柴油机的备电系统供电。目 前，该项目已在北京市科协立项并做了"初步故障树测算"，要设计一套风光储系统，使其供电可靠性高 于柴油机，以达到IDC机房99.99%的供电可靠性要求。 此外，同力日升承接的非洲肯尼亚微电网项目是世界银行"点亮非洲"项目中的一员，公司在2022年就将 肯尼亚四个海岛微电网项目成功投运。肯尼亚微电网项目的成功投运验证了公司自主研发技术的可行 性、安全性和稳定性。公司在该项目上积累了大量微电网建设经验，在数据中心的微电网建设上将该经 验和技术进行融合，实现数据中心用电的稳定性、安全性。 对此，同力日升相关负责人 ...

9月24日，阿里巴巴集团CEO、阿里云智能集团董事长兼CEO吴泳铭在2025云栖大会上做主旨演讲时表 示，为了迎接ASI时代的到来，阿里巴巴的资本开支会在3800亿元基础上，增加更多的投入，到2032 年，阿里云全球数据中心的能耗规模将提升10倍。 值得一提的是，今年4月，同力日升与杭州鑫蜂维网络科技有限公司(简称"鑫蜂维")就算电协同领域签 订战略合作协议。鑫蜂维是国内领先的AI数字化转型服务商，是阿里巴巴的合资企业、钉钉全球首家 共创公司、杭州准独角兽企业。根据同力日升和鑫蜂维签订的战略合作协议，双方将秉承资源共享、互 利共赢、长期稳定的合作原则，共同推进算力中心储能、新型零碳智算园区与人工智能算力技术创新业 务的深度协同。通过算电协同有效提升智算数据中心的运营效率和经济效益，实现绿色能源与算力发展 高效协同，为智算数据中心园区提供绿色可持续的能源管理方案。 同力日升旗下天启鸿源专注于储能与微电网行业核心技术研发，在储能系统集成、电池管理和规模化生 产方面拥有丰富经验，尤其在浸没式液冷技术应用上处于行业前沿，打造了全场景储能解决方案。 天启鸿源紧紧把握算电协同这一大的发展趋势，积极参与到全国算力中心"八大 ...

Group 1 - The 2025 Cloud Habitat Conference will be held from September 24 to 26 in Hangzhou, focusing on AI, cloud computing, and industrial applications, with over 110 sessions planned [2] - The demand for AIDC-related equipment in China is expected to significantly increase, with annual growth rates projected to exceed 40% for the next two to three years [4] - Major companies benefiting from the AIDC demand include Data Port, which serves major internet companies, and Zhongheng Electric, which provides data center products to leading firms [4] Group 2 - The 2025 Huawei HiSilicon Innovation Conference will take place on September 24-25 in Shanghai, with over 700 expected attendees [5] - Huawei HiSilicon is recognized as a leading semiconductor design company, particularly in 5G communication and AI chip sectors [5] - The conference is anticipated to enhance information transparency regarding chips, potentially creating new investment opportunities in the Huawei supply chain [7]

Core Viewpoint - The AIDC (Artificial Intelligence Data Center) energy storage market is experiencing rapid growth, with a projected increase of over 12 times in installed capacity over the next six years, driven by the surge in AI computing demands and the transition from traditional IDC to AIDC [2][3][4]. Market Growth and Projections - The global data center energy storage battery shipments are expected to grow from 10 GWh in 2024 to approximately 300 GWh by 2030, reflecting a compound annual growth rate (CAGR) of 76.3% [2][3]. - High-tech advancements in AI and AIDC are anticipated to increase the number of global data center racks to 181.3 million by 2030, leading to a significant rise in energy storage capacity from 16.5 GWh in 2024 to 209.4 GWh by 2030 [3][4]. Competitive Landscape - Major players such as CATL, Huawei, and others are actively entering the AIDC energy storage sector, with CATL already indicating a strong focus on this market in its 2024 financial report [4][10]. - The competitive landscape is characterized by a mix of lithium battery leaders, energy technology companies, and system solution providers, with a focus on differentiated strategies to capture market share [10][18]. Policy and Market Drivers - The Chinese government has introduced favorable policies to promote energy storage solutions for data centers, with expectations that energy consumption from data centers will rise from 3% to 6% by 2027 [8][9]. - The collaboration between various government departments has emphasized the need for new energy storage configurations for high-energy-consuming users, further solidifying the market's growth potential [9]. Technological Innovations - The shift towards high voltage direct current (HVDC) systems is becoming a trend in AIDC power supply, enhancing efficiency and integration with renewable energy sources [16]. - Companies are exploring advanced energy management solutions that combine storage with AI algorithms, aiming to create comprehensive offerings that go beyond traditional battery production [16][18]. Emerging Opportunities - The current phase of the AIDC energy storage market is marked by a demand that outpaces supply, presenting opportunities for new entrants to capture market share by aligning with emerging trends and technological advancements [15][18]. - The transition from passive backup power to active energy management is expected to redefine competitive dynamics, with a focus on safety, economy, and sustainability becoming central to market strategies [18].

（原标题：605286！旗下新能源子公司被无锡国资入股！） 9月17日晚间，同力日升(605286)发布公告称，公司控股子公司北京天启鸿源新能源科技有限公司（简 称"天启鸿源"）的股东玖盛熙华（河北）科技合伙企业（有限合伙）（简称"玖盛熙华"）拟将其持有的 天启鸿源4.13%股权（对应注册资本558.25万元），以1.05亿元的价格转让给杭州一村泽睿股权投资合 伙企业（有限合伙）（简称"一村泽睿"），公司放弃本次天启鸿源股权转让的优先购买权。一村泽睿实 际控制人为无锡市国资委。 公告显示，本次交易前，同力日升持有天启鸿源51%股权，北京合汇创赢投资合伙企业（有限合伙）持 有天启鸿源2%股权，玖盛熙华持有天启鸿源47%股权。 本次交易完成后，同力日升持有天启鸿源51%股权，北京合汇创赢投资合伙企业（有限合伙）持有天启 鸿源2%股权，玖盛熙华持有天启鸿源42.87%股权，一村泽睿持有天启鸿源4.13%股权；本次放弃优先购 买权，不会导致公司合并报表范围发生变化，亦不会导致公司对天启鸿源的持股比例下降，不会对公司 财务及经营状况产生重大影响。 同力日升于2022年取得天启鸿源控股权从而进入新能源领域。天启鸿源专注于 ...

本次交易完成后，同力日升持有天启鸿源51%股权，北京合汇创赢投资合伙企业（有限合伙）持有天启 鸿源2%股权，玖盛熙华持有天启鸿源42.87%股权，一村泽睿持有天启鸿源4.13%股权；本次放弃优先购 买权，不会导致公司合并报表范围发生变化，亦不会导致公司对天启鸿源的持股比例下降，不会对公司 财务及经营状况产生重大影响。 同力日升于2022年取得天启鸿源控股权从而进入新能源领域。天启鸿源专注于储能与微电网行业核心技 术研发。形成从电芯级优化到系统集成的完整技术体系，业务覆盖储能电站、储能系统集成等。 近期，天启鸿源与壳牌中国签署战略合作协议，将围绕全浸没式液冷技术及产品展开合作，该技术将电 池等核心部件完全浸没在壳牌特种冷却液中，实现绝缘绝氧恒温，显著提升储能系统的安全性和使用寿 命。天启鸿源还在承德围场920MWh共享储能项目中投入实际运行半固态电芯储能系统，通过与半固态 电芯厂商合作，结合自主开发的半固态储能管理系统，借助固态电解质、原位固态化、多层涂覆、热复 合等技术，使半固态储能电芯和系统极限耐高温性能提升50%以上，极限耐过充电压提高8至9倍，储能 系统使用寿命延长50%以上，安全性能大幅度提升。 9月 ...

9月17日，2025世界储能大会在宁德正式开幕。本届大会以"储能新纪元零碳启未来"为主题，与会嘉宾 围绕"新能源+储能产业"发展趋势展开讨论。宁德时代（300750）董事长曾毓群在致辞时表示，近五年 来，中国储能产业从小范围的科研示范，走向规模产业化发展，中国已经成为全球最大的储能市场。 ● 本报记者李嫒嫒万宇 大力发展新型储能 参加2025世界储能大会的专家表示，在"双碳"战略引领全球能源变革的背景下，储能产业正成为构建新 型电力系统的核心引擎。 "我国光伏和风电的装机容量已超过煤电，但由于新能源的不可控性，弃风弃光情况比较突出，实际发 电量显著低于装机量，尤其是新型电力系统还面临抗扰动能力下降等挑战。"南方科技大学碳中和能源 研究院院长赵天寿表示。 他认为，储能技术可以将波动不可控的电能或热能进行规模化转化，在新型电力系统中发挥重要作用。 构建新型电力系统需要不同时长的储能技术，包括快速爬坡、热力调峰、顶峰保供、电量平衡，以保证 系统安全运行。 电力规划总院有限公司总经理胡明表示，加快建设新型电力系统，新型储能是最为重要的发展支撑，需 要坚持规划前瞻引领，统筹推进电源侧、电网侧、负荷侧储能协同发展，以科技 ...