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中文(ZH) 算力设施建设保持热度，上市公司开拓“算电协同”蓝海

China mandates green electricity usage for direct connection projects

By PulseAugur Editorial · [2 sources] ·

China's National Development and Reform Commission and the National Energy Administration have issued new guidelines for green electricity direct connection projects. These projects must ensure that self-generated electricity for self-use accounts for at least 60% of the total available power generation. The guidelines also stipulate that wind and solar power scale should be incorporated into provincial energy development plans, with specific usage ratios for total electricity consumption. AI

IMPACT New regulations on green electricity usage for data centers could impact the cost and availability of AI computing resources.

RANK_REASON Government policy announcement regarding energy infrastructure. [lever_c_demoted from significant: ic=2 ai=0.4]

Read on 36氪 (36Kr) →

AI-generated summary · Google Gemini · from 2 sources. How we write summaries →

COVERAGE [2]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Two departments: The proportion of self-generated and self-used electricity in multi-user green power direct connection projects shall not be less than 60%

    36氪获悉，国家发展改革委、国家能源局发布，有序推动多用户绿电直连发展有关事项的通知。其中指出省级能源主管部门应加强对项目的统筹规划。项目应按照“以荷定源”原则合理规划新能源装机规模，年自发自用电量占总可用发电量的比例不低于60%，占总用电量的比例不低于30%、2030年前不低于35%。项目风电和太阳能发电规模纳入省级能源主管部门制定的新能源发电开发建设方案，相关规划管理要求参照《关于有序推动绿电直连发展有关事项的通知》执行。项目及其内部资源豁免电力业务许可，另有规定除外。

  2. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Computing power infrastructure construction remains hot, listed companies explore the "computing-electricity synergy" blue ocean

    阿里巴巴、腾讯最新发布的财报显示，它们的AI资本开支继续加大。AI算力需求驱动数据中心建设，算力设施的能源消耗成为无法忽视的问题。近日，国家发展改革委、国家能源局等部门印发《关于促进人工智能与能源双向赋能的行动方案》，促使“算电协同”成为市场热词，绿电、储能行业上市公司积极布局，以把握市场机遇。（中证报）

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