全球电力市场正经历剧烈分化。 在美国,人工智能(AI)与数据中心的爆发式增长将电网推向极限,容量价格触及监管上限,迫使监管层介入干预成本分担;而在中国,随着可再生能源装机的快速扩张,电价正进入显著的下行通道,工业与商业用电成本面临重估。 近期市场数据显示,美国最大的电网运营商PJM的最新拍卖价格已触及历史高位,若无价格管制,数据中心需求本将令电价再涨60%。对此,美国当选总统特朗普已明确施压,要求...
Source Link全球电力市场正经历剧烈分化。 在美国,人工智能(AI)与数据中心的爆发式增长将电网推向极限,容量价格触及监管上限,迫使监管层介入干预成本分担;而在中国,随着可再生能源装机的快速扩张,电价正进入显著的下行通道,工业与商业用电成本面临重估。 近期市场数据显示,美国最大的电网运营商PJM的最新拍卖价格已触及历史高位,若无价格管制,数据中心需求本将令电价再涨60%。对此,美国当选总统特朗普已明确施压,要求...
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