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施耐德电气薛毅:AI重塑能源管理新范式,从被动节能到主动创效
Di Yi Cai Jing Zi Xun· 2025-11-13 01:13
Core Insights - The global industrial landscape is undergoing profound changes driven by AI technology and carbon neutrality goals, leading to a shift from traditional experience-driven energy management to data intelligence-driven approaches [1][3] - AI is identified as a key engine to address the dual challenges of "computing power explosion" and "energy efficiency constraints" in digital economy infrastructure [1][4] - Schneider Electric emphasizes the importance of integrating AI technology to optimize lifecycle management and enhance energy efficiency while transitioning from passive energy saving to proactive value creation [1][5] Industry Trends - By 2030, the number of IoT devices is expected to grow sixfold, and AI will increase data center electricity consumption by 4.2 times from 2023 to 2028 [1] - The National Development and Reform Commission and the National Energy Administration of China have set two-phase goals for integrating AI with energy management, aiming for a preliminary system by 2027 and world-leading technology by 2030 [3][4] - The energy management landscape is shifting towards a complex network requiring real-time responses and multi-system interactions, driven by the increasing demand for computing power and innovative technologies [4][5] Company Initiatives - Schneider Electric advocates for a new paradigm of "full lifecycle coverage + industry depth practice" to achieve dual goals of computing power enhancement and low-carbon high-quality development [5][6] - The company has implemented innovative technologies in its "sustainable lighthouse factory" in Wuxi, achieving significant reductions in emissions and resource usage [6][8] - Schneider Electric is committed to achieving "zero carbon readiness" by 2030 and net-zero carbon emissions across its value chain by 2050 [8][9] R&D and Collaboration - The company has increased its R&D investment in China, establishing multiple centers to enhance local innovation and adapt solutions to meet domestic needs [9][10] - Schneider Electric has successfully hosted the "Winning Together Program" to support SMEs by providing real user scenarios and project opportunities, facilitating low-carbon transformation in the industry [9][10] - The competitive landscape in the AI era is characterized by ecosystem collaboration, where breaking down barriers and fostering open cooperation are essential for driving future growth [10]