数据中心液冷需求激增，源于单柜功率提升（如 GB300 达 140kW+）、计算架构功率密度上升及节能（PUE 值）要求。传统螺杆 压缩机向磁悬浮离心式压缩机升级成趋势，预计 2030 年全球数据中心 市场规模将达 5,100-6,900 亿美元，一侧制冷系统需求达 414 亿美元， 其中智能化高效制冷系统占比约 37%，即 153 亿美元。 数据中心冷水机组核心部件为压缩机，成本占比 30%-40%，决定整体 性能。压缩机分为涡旋式（小型）、螺杆式（中型）和离心式磁悬浮轴 承技术（大型）。IDC 数据中心主要采用螺杆式和离心式，未来离心式 占比将提升。中国现有数据中心离心式占比 70%，海外市场螺杆式占比 70%，预计海外市场也将增加离心式应用。 磁悬浮离心式压缩机是高端品种，具备更大制冷量和更好节能效果，将 成为 IDC 一次侧制冷主流技术路线。单个 GB300 柜子对磁悬浮离心式 冷水机组的价值量需求为 14 万人民币。预计到 2030 年，磁悬浮离心 式压缩机市场规模将达到 1,000 亿人民币，未来五年市场需求可能扩容 4 至 5 倍。 全球磁悬浮离心式压缩机市场集中度高，丹佛斯占据 70%份额。螺 ...

Group 1 - The newly released IEC international standard for "Distributed Photovoltaic Power Generation Access to Low Voltage DC Systems and Use Cases" is the first international standard in the photovoltaic DC field, laying the foundation for distributed photovoltaic development and new distribution system construction [1][2] - China has been actively participating in the formulation of international standards, contributing to a more complete industrial ecosystem and enhancing competitiveness in the global industrial chain [1][2] - The standard focuses on typical scenarios and key technologies for low voltage DC systems, summarizing global engineering cases and defining technical requirements for system control, fault response, and stable operation [1] Group 2 - The international standard was developed over four years by a working group led by Shanghai Jiao Tong University and Huaneng Jiangsu Comprehensive Energy Service Co., involving experts from 14 countries including Germany and the United States [2] - China is the world's largest photovoltaic manufacturing and installation country, with leading technology levels and industry scale, actively contributing to international standard formulation [2] - A new IEC international standard proposal focusing on carbon footprint accounting for photovoltaic products has been officially established, marking the first international standard in the photovoltaic field to address carbon footprint [2] Group 3 - Two international standards for refrigeration compressors, led by Gree Electric Appliances, were successfully established and published, marking the first new standards in the ISO refrigeration compressor field in 20 years [3] - Companies are increasingly focusing on participating in international standard formulation, with Shenzhen Jinxinno High-tech Co., Ltd. having led or participated in the revision of 25 IEC standards as of December 31, 2024 [3] - Gree Electric has nearly 1,000 standard technical experts and has led or participated in the formulation of over 900 domestic and international standards [3] Group 4 - The transition from being a "standard follower" to a "standard maker" requires long-term efforts, including enhancing committee construction, accelerating the transformation of technological innovations into standards, and encouraging enterprises to participate in international standard formulation [4]

Group 1 - The article highlights the contrasting strategies of the US and China, with the US focusing on tariffs while China is actively rewriting global business rules through standardization [1][19] - China has recently taken the lead in global rule-making, as evidenced by the International Organization for Standardization (ISO) releasing two new compliance management standards led by Chinese experts [3][12] - Historically, China was a follower in international standardization, but has now established itself as a leader, as seen in the development of the first international standard for refractory materials [5][9] Group 2 - The new ISO standards represent a shift from fragmented compliance management to a systematic approach, addressing how to check for violations and how to cultivate compliance talent [12][18] - The effectiveness evaluation guideline establishes a quantifiable assessment system for companies to self-diagnose their compliance status, enhancing dynamic management systems [14][18] - The capability management guideline emphasizes the importance of compliance talent, requiring companies to develop a skills model that includes legal knowledge and risk identification [16][18] Group 3 - The impact of these standards is significant for small and medium-sized enterprises, providing actionable compliance pathways and lowering internationalization barriers [18] - China's strategy contrasts with the US's tariff policies, which have led to increased costs for American companies, while China's standardization efforts promote long-term collaborative governance [19][23] - China's approach to standardization is characterized by a deep integration of standards with industry, as seen in the strict 3C certification for mobile power supplies, which has helped Chinese companies capture a significant market share [21][23] Group 4 - The article emphasizes China's unique institutional advantages in standardization, involving collaboration between government, enterprises, and academic institutions to drive innovation [25] - As global governance evolves, China is positioning itself to reshape international order through its compliance management standards, promoting cooperation rather than division [27]