Understand this story
Tan Hongjiang, deputy director of the Electricity Department of the National Energy Administration, estimates that during the 15th Five-Year Plan period, national computing power electricity consumption will increase by more than 100 billion kWh annually on average, reaching 800 billion kWh by 2030, accounting for about 6% of total social electricity consumption. At the same November 6 press conference, Ge Ju, deputy director of the Development Planning Department of the National Energy Administration, said that driven by emerging industries such as computing power, China's electricity demand will continue to grow rigidly, with an estimated average annual increase of about 600 billion kWh, equivalent to adding the electricity consumption of three Shanghai municipalities each year. There is currently no further progress.
AI-generated from public reports
Developments
1 confirmed developments
Reports and discussion timeline
Browse reports and discussion by time. Their evidence levels remain distinct.
Nov 8
Sina Tech
National Energy Administration: Driven by emerging industries such as computing power, electricity consumption equivalent to 3 Shanghai's is expected to be added each year
Ge Ju, Deputy Director of the Development Planning Department of the National Energy Administration, said that during the "15th Five-Year Plan" period, driven by emerging industries such as computing power, China's electricity demand will still grow rigidly, with an expected average annual increase of about 600 billion kWh, equivalent to adding the electricity consumption of 3 Shanghai's each year. During this year's summer peak period, the national electricity load set new historical records 4 times, with the maximum value increasing by 50 million kilowatts compared with last year.
Phoenix Technology
National Energy Administration: Driven by AI computing power, China's annual new electricity consumption is about 600 billion kWh, equivalent to 3 Shanghais
Ge Ju, Deputy Director of the Development Planning Department of the National Energy Administration, said at a press conference on November 6 that during the "15th Five-Year Plan" period, emerging industries such as computing power will develop rapidly, and China's annual new electricity consumption is expected to reach about 600 billion kWh, equivalent to the electricity consumption of 3 new Shanghais each year. The National Energy Administration proposes that by 2030, the power supply adequacy ratio will be greater than 1.1; by then, wind power and photovoltaic power generation during summer and winter evening peak periods must account for more than 20%, the regulation capacity of virtual power plants must reach more than 50 million kilowatts, pumped storage installed capacity will be about 160 million kilowatts, and new-type energy storage installed capacity will be 300 million kilowatts.
Nov 6
East Money
National Energy Administration: Computing power electricity consumption to reach 800 billion kWh by 2030, electricity demand curve may face revaluation
At a press conference on November 6, the National Energy Administration estimated that during the "15th Five-Year Plan" period, driven by emerging industries such as computing power, the national average annual increase in electricity consumption will be about 600 billion kWh, with computing power electricity consumption adding more than 100 billion kWh annually on average, reaching 800 billion kWh by 2030, and its share of total social electricity consumption rising from about 1.6% to 6%. Data from China Southern Power Grid shows that from January to October, electricity sales to 398 data centers reached 15.7 billion kWh, a year-on-year increase of 25.6%, while electricity sales growth in downstream industries such as intelligent robots reached 61.1%. Shenwan Hongyuan, Xiangcai Securities, Ping An Securities and others believe that the growth of computing power load will open up space for green electricity trading, energy storage and energy management.
East Money
National Energy Administration Sets Target: Computing Power Electricity Consumption to Increase by Over 100 Billion kWh Annually; Green Power Sector Rallies Against the Trend
Tan Hongjiang, Deputy Director of the Electricity Department of the National Energy Administration, stated that during the "15th Five-Year Plan" period, national computing power electricity consumption will increase by more than 100 billion kWh annually, and by 2030 it will reach 800 billion kWh, accounting for about 6% of total social electricity consumption. As of the end of September, 24 provinces across the country have issued supporting policies for direct green power connections, and a total of 12 direct green power connection projects for computing power facilities have been approved. Affected by this news, the green power sector rallied against the trend in early trading, with Xinneng Shares, Li New Energy, and Dongfang New Energy hitting the daily limit; institutions predict that the performance of four concept stocks including Linyang Energy is expected to double this year.