Core Insights - The demand for AI computing power is surging, leading to high energy consumption issues in data centers, which is a significant bottleneck for sustainable development in the computing power industry [1] - Policies aimed at promoting green transformation in the computing power industry are being implemented, encouraging investment in energy-saving and low-carbon data center infrastructure [1][3] - The transition of data centers from a "cost center" to a "value center" is becoming a consensus in the industry, driven by the need for cost reduction and efficiency improvement [1][10] Energy Consumption and Growth Projections - It is predicted that from 2023 to 2028, the compound annual growth rates for general computing power and intelligent computing power in China will reach 18.8% and 46.2%, respectively [2] - Data centers' electricity consumption accounted for 1.51% and 1.63% of China's total electricity consumption in 2022 and 2023, respectively, and is expected to grow 2-3 times by 2025, reaching 2% of total electricity consumption [2] Investment Value and Market Dynamics - The green low-carbon transformation of data centers is becoming an inevitable trend, driven by global carbon neutrality goals and the digital economy's rapid development [3] - As major tech companies set carbon reduction and net-zero targets, data centers are under pressure to reduce emissions, as their carbon footprint constitutes a significant portion of the overall emissions of these companies [3][4] Cost Structure and Efficiency - Electricity costs account for approximately 70% of the total operating costs of data centers over their 10-15 year lifecycle, making energy efficiency a critical factor for economic viability [4][7] - The implementation of energy efficiency pricing policies in cities like Beijing and Shanghai is pushing companies to improve energy efficiency, with penalties for high PUE (Power Usage Effectiveness) projects [7] Renewable Energy Utilization - The transition to renewable energy is essential for deep decarbonization, with policies mandating that by the end of 2025, over 80% of electricity used by new data centers at national hubs must come from green sources [8][9] - The economic viability of renewable energy has been demonstrated, with examples showing significant cost savings when utilizing green electricity [8] Environmental Optimization and Site Selection - Optimizing site selection based on natural conditions can significantly reduce energy consumption and enhance renewable energy utilization, creating synergies between electricity supply and demand [9] - The low-carbon transformation of data centers is driven by a combination of policy compliance, social responsibility, and long-term cost reduction and value enhancement [10]

4月11日消息，储能行业正从政策红利期迈向价值深耕期，在ESIE 2025第十三届储能国际峰会暨展览会 期间，阳光电源工商业储能产品线总经理曹伟指出，电力市场化改革与新型储能政策正推动工商业储能 从"备用电源"转向"价值创造主体"。分时电价机制与辅助服务市场的完善，将加速用户侧储能收益多元 化。而AI与储能的融合正推动行业从"经验驱动"迈向"智能驱动"的范式跃迁。阳光电源认为，AI技术将 在能量管理精准化、调度决策实时化、电力交易博弈最优化三大维度重塑储能产品价值，并催生万亿级 市场增量空间。 随着分布式光伏参与电力交易，用户对"储能+交易服务"的需求激增，曹伟表示，阳光电源工商储产品 提供全生命周期服务模式，覆盖峰谷套利、需量管理、绿电消纳等多维场景，他强调，"储能企业要卷 价值，而非卷价格"。 阳光慧碳总经理周文闻谈到，零碳园区的发展离不开虚拟电厂、能碳协同，需打通能源流、碳流、数据 流，国内零碳园区从试点逐步迈向规模化，而构建"源网荷储"一体化解决方案，"能碳协同"是关键。 （刘丽丽） 2025年被认为是新能源产业变革的关键节点，工商业储能逐渐深入零碳园区。工商业园区绿色转型的核 心诉求在于"降本、增稳 ...