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刘嘉玲说好风景就在眼前

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地。国盛证券发布研报称,绿色能源成为破解数据中心高能耗难题的关键路径,同时数据中心用电需求也对电力系统升级提出挑战。2025年至今,各地区算电协同相关政策频繁落地,政策强调制定算电协同长效措施。此外,算电协同明确为新基建范畴,发电侧“以价换量/以绿换量”弹性凸显,电网侧需求倒逼升级改造。另外,电算协同有望打开绿电企业新增长空间。

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