道通与美国多州电力公司达成合作，共筑AI时代能源新生态

道通科技官微2025-12-15

随着AI行业爆发式增长，一项严峻的挑战愈演愈烈：作为AI产业的核心基础设施之一，电力供应难以满足需求。BloombergNEF 预计数据中心的电力需求约到2035年将升至106GW。作为AI芯片领域的领军者，英伟达将于下周举办一场闭门峰会，旨在破解AI时代日益严峻的电力短缺困局。在这一行业背景下，道通科技积极布局北美能源市场，已与多家美国州立及区域电力公司达成合作，合作区域涵盖内华达州、...

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淘金热引发的用电荒。携手多州电力公司，应对AI用电瓶颈在与美国多州电力公司的合作实践中，道通科技的参与范围从终端充电设施，逐步延伸至储能系统和智能充电基础设施，在局部提升供电能力、缓解高峰负荷方面发挥了作用。道通科技凭借“电力电子+AI”技术与储能解决方案，为内华达州、加州、德克萨斯州等多地电力公司提供定制化支持。在内华达州，公司与N公司合作的项目显著提升了地区电力供应的可靠性，尤其在极端天气下保障了数据中心和工业用电的稳定性，为其他州提供了可复制的经验。在加州和德克萨斯州，道通通过部署智能充电网络和储能系统，有效缓解了高峰时段电网压力，支持可再生能源的整合与利用。这些合作表明，道通的产品体系已不只服务单一应用场景，而是逐步融入电力公司在区域负载管理与韧性建设中的整体规划。随着 AI 数据中心及电动车保有量持续上升，各州电力公司对灵活、可部署的能源技术需求不断提升，道通的系统能力得以在更广泛的场景中被验证。覆盖多类终端客户，北美业务价值持续抬升道通在美国深耕 21 年，北美业务具备先发优势和宽广的企业客户基础。当前，公司在北美的客户不仅包括各州电力公司，还覆盖了公用事业单位、物流、零售、政府项目、地产与酒店、充电运营商以及多户住宅等多个领域。在大型物流及车队客户方面，道通服务于 A公司、W公司等头部企业，为其车队基地和仓储枢纽提供高功率补能与负载管理能力；在零售和出行场景中，与全球最大便利店品牌、连锁加油站等渠道合作，将充电与储能设施逐步嵌入高流量节点；在地产和酒店领域，W酒店等标志性物业也已采用道通的充电与能源管理方案。市场表现方面，2025 年上半年，北美最大商用停车场运营商 L公司选择道通科技作为独家供应商，首期部署 5 万个商用交流充电智能中枢，合同金额约 2.38 亿元。在社区充电场景中，2025年第二季度，道通在美国多户住宅 L2 充电市场的总份额突破 30%，在相关第三方报告中超越特斯拉位列第一；在 300kW 以上直流快充赛道，公司公共部署量同比增长 246%，全场景覆盖能力进一步得到验证。随着美国能源体系向更高负载、更强波动和更广泛分布式特征演进，各州对灵活、可落地的能源技术需求不断提升。道通在多州电力公司与大型终端客户的项目实践，展现了其在复杂电力环境中的适应性与交付能力，使其在北美市场的业务确定性与结构性价值进一步增强。持技术与本土化能力，支撑方案快速落地在美国，越来越多的州立电力公司和大型用电客户开始将供应商的评估标准，从单一产品能力转向“技术架构 + 合规认证 + 本地化工程”的综合体系。道通在北美的长期布局，正好覆盖了这一判断框架。道通新能源北美负责人介绍，道通储能与充电系统具备三方面的核心能力：一是产品层面已形成全套北美认证体系，涵盖 UL、NEVI、CTEP、OCPP2.0.1、ISO15118 等关键标准，能够直接进入各州项目目录与合规清单；二是在美国组建了覆盖工程建设、运维和云平台管理的本地团队，能够在部署速度、运维 SLA 和系统稳定性上满足电力公司与大型客户的要求；三是拥有可模块化复制的“储能 + 超充 + EMS”系统架构，可以根据不同州的电价机制、电网结构和负载特点进行快速适配和复制。在具体项目实践中，这一体系已经体现出可观的商业与运营效果。例如，在南加州快餐连锁店项目中，道通部署的 500kWh 储能与 640kW 超充站，储能通过削峰填谷、需求响应（DR）和电价套利策略承担大部分瞬时负荷，在电网高峰负载紧张的情况下减少了对变电容量的依赖。同时，站点的需求电费支出显著下降，整体投资回报率提升达到 20–30%。这种“技术 + 工程 + 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