事件:近期市场对美国数据中心高速建设带来的电力供给紧张形势有所担忧。美国2024 年发电量约为中国42.5%,工业用电占比26%。据EIA,美国2024年发电量4.3 万亿kWh(2024 年中国发电量为10.1 万亿kWh),2024 用电量4.1 万亿kWh,美国发电量目前能保证自身电力供应。其中,向美国消费者售电3.98 万亿kWh,包括居民部门1.48 万亿kWh、商业部门1.45 万亿...
Source Link事件:近期市场对美国数据中心高速建设带来的电力供给紧张形势有所担忧。美国2024 年发电量约为中国42.5%,工业用电占比26%。据EIA,美国2024年发电量4.3 万亿kWh(2024 年中国发电量为10.1 万亿kWh),2024 用电量4.1 万亿kWh,美国发电量目前能保证自身电力供应。其中,向美国消费者售电3.98 万亿kWh,包括居民部门1.48 万亿kWh、商业部门1.45 万亿...
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