【华西电新】2026年度策略报告：AI浪潮之基，电力价值与生态重塑

华西研究01-09

“华西研究”小程序全面升级！专业研值，一镜到底！华西电新电力系统作为算力发展的基石，其价值生态有望获得重塑。 AI技术迭代&AI应用加速渗透带动算力需求激增，推动AIDC大规模建设。我们认为，本轮AI产业趋势主升浪将从两大需求（发电量需求增长、供电质量要求提升）和三大端侧（发电侧、电网侧和用户侧）对电力系统价值和生态带来重塑。发电侧：数据中心规模化扩张导致电力供需矛盾日益凸显，数据中心加速布局电源...

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