中美科技竞争：工业化与算力的动力 - 回顾-US-China Tech Rivalry - Energy for Industrialization & Compute _ Recap

Global | Washington Strategy December 4, 2025 US-China Tech Rivalry – Energy for Industrialization & Compute | Recap Continuing our work on US-China tech rivalry, we discussed how China has and continues to address rising power demand with Alan Lau (Chinese Power & Solar analyst). KTs; 1) China has managed to meet high power demand growth for 2 decades – installed capacity has increased c.7x since '05 vs 40% in the US; 2) Growing electrification & renewable penetration will present unique ESS opportunities; ...