能源-算力协同的全球实践与中国化路径
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华北电力大学能源动力与机械工程学院暨电站能量传递转化与系统教育部重点实验室

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TM62

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国家重点实验室开放课题(GNYQ2312202501)


Energy-Computing Synergy: Global Practices and the Pathway in China
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Key Laboratory of Power Station Energy Transfer Conversion and System North China Electric Power University,Ministry of Education,School of Energy,Power and Mechanical Engineering,North China Electric Power University

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    摘要:

    针对人工智能迅猛发展引发的能源消耗危机及传统电网扩容滞后于数据中心对供电稳定性的极致需求,本文旨在系统梳理全球能源-算力协同的实践路径,探索适合中国的协同路径。采用跨国案例比较分析与政策文献分析法,构建多维度分析框架;深入研究了美、欧、中三大典型区域的差异化模式,涵盖市场驱动、棕地改造及国家战略引导等策略,并从技术演进与核心挑战角度进行剖析。研究发现,美国呈现技术多元化与市场驱动特征;欧盟成功探索基于工业遗产的棕地改造路径;中国则依托“东数西算”工程实现绿电直供与算电协同。同时,识别出当前面临的主要瓶颈:可再生能源间歇性影响供电稳定性、项目前期高昂投入导致的经济性平衡困难,以及标准化与互操作性不足。提出中国未来发展的三条战略建议:一是强化顶层设计,将电厂直连纳入能源与数字经济协同规划;二是创新市场化机制,推动绿电交易与碳核算衔接,允许数据中心作为可调节负荷参与辅助服务市场;三是攻克技术瓶颈,重点研发氢燃气轮机与液冷技术。中国需通过政策-技术-商业模式的联动创新,为全球能-算协同提供中国方案。

    Abstract:

    Against the backdrop of the energy consumption crisis induced by the vigorous development of artificial intelligence and the insufficient expansion of traditional power grids that fail to meet the stringent power stability requirements of data centers, a systematic review of global practical pathways for energy-computing synergy is conducted in this paper, and a tailored development pathway applicable to China is explored. A multi-dimensional analytical framework is established through cross-national case comparison and policy and literature analyses. The differentiated development modes of three typical regions, namely the United States, the European Union, and China, are thoroughly investigated, including strategies for market-driven operation, brownfield redevelopment, and guidance from national strategy. In-depth analyses are further performed from the perspectives of technological evolution and core developmental challenges. It is found that diversified technologies and market-oriented mechanisms have been adopted in the United States, and a brownfield redevelopment mode based on industrial heritage resources has been successfully practiced in the European Union. In China, direct green power supply and integrated energy-computing synergy has been realized relying on the “East Data, West Computing” initiative. Meanwhile, major bottlenecks restricting industrial development are identified: the power supply instability caused by the intermittency of renewable energy, the difficulty of balancing economic benefits resulting from high costs of upfront project investment, and the deficiency of unified standards and system interoperability. Three strategic suggestions are proposed for the high-quality development of China’s energy-computing synergy: First, the top-level institutional design should be strengthened, and power plant direct connection modes should be incorporated into the coordinated planning of the energy industry and digital economy; Second, market-oriented mechanisms should be innovated to connect green power trading with carbon accounting systems, enabling data centers to be incorporated into ancillary service markets as adjustable power loads; Third, core technical bottlenecks should be overcome by prioritizing the research and development of hydrogen gas turbines and immersion liquid cooling technologies. It is concluded that integrated innovation in policies, technologies and business modes should be promoted in China, so as to provide a viable Chinese solution for global energy-computing collaborative development.

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付海宇,高玉雪,周乐平,等. 能源-算力协同的全球实践与中国化路径[J]. 科学技术与工程, , ():

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  • 收稿日期:2026-05-26
  • 最后修改日期:2026-09-15
  • 录用日期:2026-09-27
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