天风研究:AI带动数据中心景气向上,电力需求有多少?

天风研究
Sep 12

来源:天风研究数据经济时代,算力成为数据中心核心需求。2025年1月DeepSeek发布,带动中国第三方数据中心上架率显著上升。中国信通院预测2030年中国数据中心用电需求将达3000-7000亿千瓦时,占全社会用电量的2.3%-5.3%,对应2024-2030年复合增速10.4%-27.1%。而需求和能源矛盾正在倒逼算力绿色化变革。天风研究特别推出【电力行业·问答系列】,环保公用郭丽丽团队针对...

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