绿色算力发展研究报告 (2025 年) 中国信息通信研究院产业与规划研究所 内蒙古和林格尔新区管委会 2025年7月 1 版权声明 本报告版权属于中国信息通信研究院、内蒙古和林格 尔新区管委会，并受法律保护。转载、摘编或利用其它方 式使用本报告文字或者观点的，应注明"来源：中国信息通 信研究院、内蒙古和林格尔新区管委会"。违反上述声明者， 编者将追究其相关法律责任。 前 言 党的二十届三中全会提出，"加快经济社会发展全面绿色转型"， 绿色发展是高质量发展的底色，新质生产力本身就是绿色生产力。 作为新质生产力的关键载体，算力正深刻重构产业生态，但其发展 建设过程中的能耗和碳排放问题日益凸显，发展绿色算力已经成为 业界普遍共识。本报告围绕算力生产、供给、运营、应用的全过程， 全面总结全球及我国算力设备、算力载体、算能协同和算用协同等 多个环节推动算力绿色低碳发展的最新动态和先进实践。 在算力设备绿色化方面，我国算力设备整体效能不断提升。通 过协同推进高性能芯片的工艺架构一体化创新，重点攻关先进存储、 存算一体、CXL 等前沿技术，规模化部署高密度集成 IT 设备及液 冷系统，系统性提升我国算力设备的算效与存效水平 ...

Core Insights - The 2025 Green Computing (AI) Conference was held in Hohhot, Inner Mongolia, focusing on building a green computing ecosystem and creating a new future for artificial intelligence [1] - The China Academy of Information and Communications Technology released a report indicating that China's computing industry is transitioning to a high-quality development phase with a focus on sustainability [1] Group 1: Green Computing Development - Inner Mongolia and the Hohhot New Area have emerged as leaders in green computing development, achieving a data center PUE value as low as 1.15 and a green electricity usage rate exceeding 80% [1] - The report covers the entire process of computing production, supply, operation, and application, summarizing the latest trends and advanced practices in promoting green and low-carbon computing [1] Group 2: Computing Equipment and Infrastructure - China is advancing chip architecture innovation and deploying high-density liquid-cooled servers, with a total computing power expected to reach 280 EFLOPS by the end of 2024, reflecting an average growth rate of nearly 30% over the past five years [2] - The number of standard racks in operational data centers across the country is expected to exceed 9 million by the end of 2024, with hub node areas accounting for over 60% of new computing power [2] Group 3: Energy and Computing Synergy - In 2024, the electricity consumption of data centers is projected to reach 166 billion kWh, representing about 2% of total social electricity consumption, with total carbon emissions from data centers at 0.859 million tons [2] - Strategies include positioning computing power near energy-rich areas and promoting green electricity supply, energy storage, and microgrid models [2] Group 4: Utilization and Policy Initiatives - The implementation of computing vouchers and scheduling platforms has improved computing power utilization rates, with 22 provincial-level administrative regions having launched local computing voucher policies, distributing a total of 1.53 billion yuan annually [3] - Hohhot has established a dual-driven industrial model of "green electricity + computing equipment," with a total computing power of 101,000 P, expected to exceed 120,000 P by the end of 2025 [3]

敬请参阅最后一页特别声明 1 全国新建数据中心或将拉动每年 1020 亿千瓦时增量用电需求，存量+增量合计或将拉动增量绿电消费 991 亿千瓦 时（若以新能源平均利用小时数 1500h 测算，对应新增装机需求 66GW，占 24 年新能源实际新增装机的 18%）。 数据中心分为三个层级，定位不同，时延要求不同。类比新能源开发的"大基地开发"、"省内集中式开发"、 "分布式开发"三类模式，有差异化定位。从行动计划来看，国家枢纽节点是国家对数据中心绿电消费做要求的 主要抓手，在可再生能源资源富集地区的枢纽上集中式风光基地大有可为；省内与边缘数据中心体量原则上是 11.25MW 以下的中小型数据中心，与区位临近的垃圾焚烧发电、分布式风光项目合作机会更大。从电源清洁性、 供电成本、供电容量、利用小时数四个视角横向比较清洁电力与数据中心的匹配度（详见正文）。 建议关注：拓展数据中心运营业务的新能源运营商；风光-算力协同所涉及的新能源功率预测、虚拟电厂服务商； 分布式风/光运营商；位于负荷中心的垃圾焚烧发电运营商。 2 月 22 日，华能北方公司 10 个新能源项目集中开复工，总规模 720 万千瓦。这 10 个项目包括 ...