
自美伊战争导致霍尔木兹海峡遭封锁以来,亚洲能源进口国便争相寻找石油与液化天然气新供应渠道,保障本国电力供应。然而,中国能源企业却面临截然不同的问题:电力供给过剩。
全球电池阳极材料龙头企业贝特瑞新材料集团常务副董事长黄友元9月8日在中国澳门举办的《财富》领军者论坛上表示:“中国电网非常强大且稳定,但绿色能源装机规模超出当前消纳能力。”
国际能源署数据显示,到2030年,中国将占全球可再生能源装机容量的60%。7月,太阳能装机容量超越煤电,成为中国第一大电源。光伏组件巨头晶科能源副总裁刘晓军表示,去年可再生能源新增发电量完全覆盖了国内电力需求增量。
然而,随着中国清洁能源产业产能大幅提升,能源基础设施已超出市场需求。
针对能源产能过剩问题,论坛嘉宾提出了一个出人意料的解决思路——人工智能。
一方面,人工智能需要持续稳定的大规模电力供给。黄友元指出:“(能源)是算力安全稳定运行的保障。随着图形处理器(GPU)不断迭代,单芯片功耗大幅提升……一旦断电,大量正在运算的数据就可能丢失。”
物理人工智能企业江行智能研发了一套人工智能“大脑”,用于监测可再生能源基础设施周边环境,实现电力的审慎采集与存储。这套“大脑”还控制着多台自主机器人,协助完成太阳能电池板和风力发电机的巡检维护工作。
江行智能创始人兼首席执行官庞海天称:“风能与太阳能的供给存在高度不确定性……夜晚无光,白天阳光却十分充沛。凭借对区域地理与气象条件的深度理解,智能大脑可以预测风能和太阳能的出力变化,从而确定合适的储能方案。”
庞海天表示,此类基础设施还能降低对人工的依赖,尤其在偏远地区。“例如风沙掩埋太阳能电池板时,我们可以调度无人机自动喷水清洗。这样一来,整套能源系统能够更稳定、高效地运行。”
亚洲能源供应绿色转型
亚洲其他地区在可再生能源的普及速度上难以追上中国。以东南亚为例,群岛地形导致难以搭建并维护连续贯通的电网。
刘晓军指出:“菲律宾有7000多个岛屿,印度尼西亚则有1万多个,因此可再生能源如何与化石能源协同发展,仍有待观察。”
黄友元也感慨,尽管大量中国工厂迁往东南亚,但当地缺乏稳定可靠的清洁电力。“我们在印尼投资规模庞大,当地正在建设大量大型数据中心,但大部分数据中心仍依赖煤炭这类传统能源供电。”
刘晓军补充道,尽管印度的煤炭需求依然很高,但在可再生能源普及方面已取得实质性进展。
尽管如此,论坛嘉宾仍对亚洲能源转型的稳步推进持乐观态度。庞海天表示:“我认为,清洁能源转型,包括低成本能源转型,仍将是各方持续追求的目标。”
刘晓军最后总结道:“各国能源转型叙事各不相同:有的国家看重的是能源安全,有的则着眼未来,但所有国家都在积极拥抱可再生能源。”(财富中文网)
译者:中慧言-王芳
自美伊战争导致霍尔木兹海峡遭封锁以来,亚洲能源进口国便争相寻找石油与液化天然气新供应渠道,保障本国电力供应。然而,中国能源企业却面临截然不同的问题:电力供给过剩。
全球电池阳极材料龙头企业贝特瑞新材料集团常务副董事长黄友元9月8日在中国澳门举办的《财富》领军者论坛上表示:“中国电网非常强大且稳定,但绿色能源装机规模超出当前消纳能力。”
国际能源署数据显示,到2030年,中国将占全球可再生能源装机容量的60%。7月,太阳能装机容量超越煤电,成为中国第一大电源。光伏组件巨头晶科能源副总裁刘晓军表示,去年可再生能源新增发电量完全覆盖了国内电力需求增量。
然而,随着中国清洁能源产业产能大幅提升,能源基础设施已超出市场需求。
针对能源产能过剩问题,论坛嘉宾提出了一个出人意料的解决思路——人工智能。
一方面,人工智能需要持续稳定的大规模电力供给。黄友元指出:“(能源)是算力安全稳定运行的保障。随着图形处理器(GPU)不断迭代,单芯片功耗大幅提升……一旦断电,大量正在运算的数据就可能丢失。”
物理人工智能企业江行智能研发了一套人工智能“大脑”,用于监测可再生能源基础设施周边环境,实现电力的审慎采集与存储。这套“大脑”还控制着多台自主机器人,协助完成太阳能电池板和风力发电机的巡检维护工作。
江行智能创始人兼首席执行官庞海天称:“风能与太阳能的供给存在高度不确定性……夜晚无光,白天阳光却十分充沛。凭借对区域地理与气象条件的深度理解,智能大脑可以预测风能和太阳能的出力变化,从而确定合适的储能方案。”
庞海天表示,此类基础设施还能降低对人工的依赖,尤其在偏远地区。“例如风沙掩埋太阳能电池板时,我们可以调度无人机自动喷水清洗。这样一来,整套能源系统能够更稳定、高效地运行。”
亚洲能源供应绿色转型
亚洲其他地区在可再生能源的普及速度上难以追上中国。以东南亚为例,群岛地形导致难以搭建并维护连续贯通的电网。
刘晓军指出:“菲律宾有7000多个岛屿,印度尼西亚则有1万多个,因此可再生能源如何与化石能源协同发展,仍有待观察。”
黄友元也感慨,尽管大量中国工厂迁往东南亚,但当地缺乏稳定可靠的清洁电力。“我们在印尼投资规模庞大,当地正在建设大量大型数据中心,但大部分数据中心仍依赖煤炭这类传统能源供电。”
刘晓军补充道,尽管印度的煤炭需求依然很高,但在可再生能源普及方面已取得实质性进展。
尽管如此,论坛嘉宾仍对亚洲能源转型的稳步推进持乐观态度。庞海天表示:“我认为,清洁能源转型,包括低成本能源转型,仍将是各方持续追求的目标。”
刘晓军最后总结道:“各国能源转型叙事各不相同:有的国家看重的是能源安全,有的则着眼未来,但所有国家都在积极拥抱可再生能源。”(财富中文网)
译者:中慧言-王芳
Ever since the U.S.-Iran war choked the Strait of Hormuz, Asian importers have scrambled for new sources of oil and LNG to keep the lights on. Yet China’s energy companies are reckoning with an entirely different problem: They have too much power.
“China’s grid is a very strong and stable one,” Youyuan Huang, executive vice chairman of BTR New Material Group, the world’s top maker of battery anode materials, said at the Fortune Leaders Forum in Macau on Sept. 8. “But we’ve installed too much green energy.”
China will account for 60% of all installed renewable capacity through 2030, according to the International Energy Agency. In July, solar overtook coal as China’s largest source of installed power capacity. Daniel Liu, vice president of solar module giant Jinko Solar, said renewables effectively covered all of China’s electricity demand growth last year.
Yet production in the country’s clean energy sector has grown so much that there’s more energy infrastructure than the market needs.
Panelists at the Forum had an unlikely answer to the problem of energy overcapacity: AI.
AI, for one, requires a large and steady supply of energy. “[Energy] guarantees the safety and stability of computing power,” notes Huang. “With the development of GPUs, the power of a single chip has risen dramatically…This means that if the power drops, [large amounts of] data that’s being computed could be lost.”
Jiangxing Intelligence, a physical AI firm, has developed an AI ‘brain’ that monitors environmental conditions around renewable energy infrastructure to ensure electricity is collected and stored prudently. The ‘brain’ also controls a suite of autonomous robots, which help with the inspection and maintenance of solar panels and wind turbines.
“The supply of wind and solar energy is highly uncontrollable…at night there’s no sunlight, but during the day sunlight floods in,” said Haitian Pang, the founder and CEO of Jiangxing Intelligence. “With an intelligent brain that deeply understands the region’s physical and meteorological conditions, you can forecast wind and solar conditions, and then know what options you need for energy storage.”
Pang argued that such infrastructure will also help reduce reliance on manual labor, especially in remote areas. “When wind and sand bury the solar panels, for example, we can dispatch drones that automatically clean them with water,” he explained. “This way, the entire energy system can run more stably and efficiently.”
Greening Asia’s energy supply
Other parts of Asia are struggling to adopt renewable energy at the same pace as China. The archipelagic nature of parts of Southeast Asia, for example, makes building and maintaining a contiguous electricity grid difficult.
“The Philippines has more than 7,000 islands, while Indonesia has more than 10,000, so it remains to be seen how renewable energy can come into play alongside fossil fuels there,” Liu noted.
Huang also lamented Southeast Asia’s lack of clean and stable power, even as Chinese factories relocate to the region. “We have many investments in Indonesia, where many large-scale data centers are being built,” he said. “Yet most of them are powered by traditional energy sources like coal.
Liu added that India had made substantial progress towards adopting renewable energy, even though the country’s demand for coal remains high.
Still, panelists were optimistic that Asia’s energy transition is well underway. “I think a clean energy transition—including a lower-cost energy transition—will certainly remain a continuous pursuit for everyone,” said Pang.
“The narrative of energy transition differs across countries: for some it’s security, and for others it’s the future,” concluded Liu. “But they’re all actively embracing renewables.”