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阳光电源：根据IEA的判断，2030年AIDC相关的电力需求会翻倍
Zheng Quan Ri Bao Wang· 2026-02-09 11:50
Group 1 - The core viewpoint of the article highlights that Yangguang Electric (300274) is responding to the increasing electricity demand from AIDC data centers, which is expected to double by 2030 according to IEA's assessment [1] - The company plans to actively seize market opportunities arising from the growth in electricity demand and the corresponding increase in energy storage needs [1]
阳光电源(300274.SZ)：根据IEA的判断，到2030年AIDC相关的电力需求会翻倍，同步带来配储需求的增加
Ge Long Hui· 2026-02-09 07:16
Group 1 - The core viewpoint of the article highlights the increasing electricity demand from AIDC data centers, which is expected to double by 2030 according to IEA's assessment [1] - The company aims to actively seize market opportunities arising from the growth in electricity demand and the corresponding increase in energy storage needs [1]