阿里巴巴把手伸进核电站，科技巨头开始抢电了

Ofweek维科网01-23

当中核（象山）核能有限公司的股东名单上出现阿里巴巴，一场早已在全球科技巨头间打响的电力资源争夺战，终于烧到了中国最核心的能源领域。一家新成立的核能公司吸引了市场目光。中核（象山）核能有限公司于1月20日在宁波象山成立，注册资本2.5亿元，业务范围覆盖发电、输电、供配电等核心环节。引人注目的是其股东阵容：中国核电旗下公司、宏润建设、雅戈尔集团，以及阿里巴巴旗下的科技公司。这个组合将能源央企、...

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power","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601985":1.87,"09988":1.95,"BABA":1.95,"ALBmain":0.6},"content_text":"当中核（象山）核能有限公司的股东名单上出现阿里巴巴，一场早已在全球科技巨头间打响的电力资源争夺战，终于烧到了中国最核心的能源领域。一家新成立的核能公司吸引了市场目光。中核（象山）核能有限公司于1月20日在宁波象山成立，注册资本2.5亿元，业务范围覆盖发电、输电、供配电等核心环节。引人注目的是其股东阵容：中国核电旗下公司、宏润建设、雅戈尔集团，以及阿里巴巴旗下的科技公司。这个组合将能源央企、互联网巨头、建筑和制造业企业聚在一起，形成了罕见的跨界联盟。阿里巴巴的这一步并非孤例，而是全球科技巨头为应对AI算力爆炸所引发的能源焦虑，所采取的统一行动。新战场电力成AI竞赛硬通货人工智能的军备竞赛正演变为一场能源消耗战。训练一个大型AI模型的耗电量，可能超过一个小城市数年的用电总量。随着各大科技公司竞相投入AI研发，电力正成为比数据更稀缺的战略资源。微软、谷歌等全球科技巨头早已在全球范围内锁定可再生能源项目，为其数据中心储备电力。在中国，科技公司的能源焦虑同样在加剧。数字经济规模的扩大伴随着数据中心耗电量的飙升，而电网供电的不确定性成为限制算力扩张的现实瓶颈。核能以其稳定、清洁、大容量的特性，成为科技公司眼中理想的“电力定心丸”。阿里巴巴此次入股核能公司，正是看到了电力短缺可能成为未来业务发展的“卡脖子”环节。这一投资决策的背后，是对未来能源供需格局的前瞻性判断。当算力需求呈指数级增长，而电力供应增长相对平缓时，谁能掌握稳定、可靠的电力来源，谁就在AI竞争中占据了先机。阿里巴巴并非唯一意识到这一点的科技公司。全球巨头们早已下场，展开了规模惊人的能源采购竞赛。主要科技巨头能源投资一览（预见能源根据公开信息整理）新范式从“购电”到“控产”科技巨头的能源战略正在发生根本性转变。过去，这些公司主要通过采购电网电力满足需求，扮演的是能源消费者角色。如今，它们正集体向上游延伸，从“购电方”转变为“生产投资者”或“资产控制者”。这种转变的逻辑很直接：当电力从普通生产要素升级为关乎业务存续的战略资源时，仅仅通过市场采购已不能确保供应安全。直接投资或锁定发电资产，相当于为自身的算力扩张上了一道“保险”，并能在能源成本波动中掌握更大主动权。阿里的能源布局早有迹可循。从早期与国家电投等能源企业开展“新能源+数字化”合作，提供技术支持；到如今直接投资核能公司，参与电力生产。这条路径清晰地反映出科技公司对能源安全的重视程度在不断提升。这一转变也顺应了民资进入核电领域的政策趋势。从吉利集团参股浙江三澳核电项目，到万向集团入股浙江金七门核电项目，再到阿里巴巴此次投资象山核电项目，民资在核电领域的参与度和话语权正在逐步提升。但在“控产”的具体路径上，巨头们策略各异。以微软、谷歌为代表，倾向于与能源开发商签订长达10年以上的大规模购电协议（PPA)。这种模式不直接持有资产，但通过长期合同锁定了电力和价格，为发电项目提供了融资和建设的确定性。例如，谷歌在印度拉贾斯坦邦续签了一个150兆瓦的太阳能项目协议，为其在当地的运营提供长期绿电。亚马逊则更显激进。2026年1月，其旗下的亚马逊能源公司刚刚获得法院批准，以8300万美元收购了一个已破产的、包含1.2吉瓦太阳能和同等规模储能的“Sunstone”项目。这种直接收购“ shovel-ready ”（已准备就绪）项目的方式，能让其更快地将能源资产纳入麾下，控制力更强。新基建储能成为必选项在这场电力争夺战中，仅获取发电能力还不够。风能、太阳能的间歇性，与数据中心需要7×24小时稳定运行的需求存在固有矛盾。因此，大规模储能设施成为调和这一矛盾、确保电力持续稳定供应的关键“新基建”。敏锐的科技巨头和能源公司已经开始行动。特斯拉的储能业务，正在成为连接发电与用电的关键桥梁。其核心产品Megapack大型储能系统，已成为全球多个大型储能项目的选择。2025年6月，特斯拉在上海临港签约落地其在中国大陆首个电网侧独立储能电站，总投资达40亿元人民币，规模达吉瓦时级（GWh），用于电网调峰调频。这标志着特斯拉的储能产品正式进入中国电网级应用场景。在全球，特斯拉正在全球加速储能超级工厂的布局，继加州和上海之后，其位于美国德克萨斯州的第三座储能超级工厂也计划于2026年开建。三大工厂全面达产后，特斯拉年产能预计将突破120GWh。2025年第二季度，其储能业务装机量已达9.6GWh，连续多个季度创下纪录。储能的意义在于，它能让科技巨头锁定的绿色电力变得“可调度”。未来，我们很可能看到“风光核储一体化”的基地，专门为某个超大型数据中心集群提供全天候的清洁能源。阿里巴巴参股的象山核能公司，其经营范围也包含“发电技术服务”，为未来整合多种能源形式留下了想象空间。电力已成为科技行业竞争的新维度。阿里巴巴入股核能公司，与微软签下天价风电合约、Meta投资核电、亚马逊收购光伏储能项目、特斯拉狂建储能工厂一样，都是同一张宏大蓝图上的关键落笔。这场始于算力焦虑的变革，影响将远超能源领域本身。科技公司与能源企业的深度绑定，正在重塑两个行业的生态关系，催生新的商业模式。未来，电力的生产、存储和消费模式都可能被重新定义。原文标题 : 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