大摩预警55GW缺口！龙头豪取6连板，港A电力股掀涨停潮

格隆汇05-13

AI热潮持续推高电力需求，港A电力板块应声走强，今日再掀涨停潮。A股市场上，电力、电网设备、智能电网、虚拟电厂等相关板块集体大涨。截至发稿，大唐发电6连板，华电辽能6天5板，晋控电力、京能电力、宁波能源、协鑫能科、华光环能等多股涨停。港股市场上，大唐新能源涨超8%，大唐发电、哈尔滨电气、华电国际、电力股份等多股跟涨。大摩预计：数据中心电力缺口达55GW当下，电力缺口已成为AI算力发展的一大关键瓶颈...

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The leader takes 6 consecutive boards, and Hong Kong A power stocks set off a daily limit tide","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159146":1.5,"600396":0.9,"600578":0.9,"600982":0.9,"601991":0.9,"000767":0.9,"002015":0.9},"content_text":"AI热潮持续推高电力需求，港A电力板块应声走强，今日再掀涨停潮。A股市场上，电力、电网设备、智能电网、虚拟电厂等相关板块集体大涨。截至发稿，大唐发电6连板，华电辽能6天5板，晋控电力、京能电力、宁波能源、协鑫能科、华光环能等多股涨停。港股市场上，大唐新能源涨超8%，大唐发电、哈尔滨电气、华电国际、电力股份等多股跟涨。大摩预计：数据中心电力缺口达55GW当下，电力缺口已成为AI算力发展的一大关键瓶颈。摩根士丹利最新报告指出，受Token需求飙升350%驱动，超大规模云服务商2026年资本支出预测从4500亿美元大幅上调至8000亿美元。大摩预计，数据中心将面临55GW的电力缺口。这一趋势已在美国用电数据中得到验证。美国能源信息署（EIA）周二发布的《短期能源展望》预计，2026年美国电力需求将升至42480亿千瓦时，2027年进一步升至43790亿千瓦时。EIA指出，需求激增的主因正是专注于AI和加密货币的数据中心。同样的紧迫性也在中国显现。中国信通院数据显示，2025年我国算力中心用电量达1960亿千瓦时，增速18.1%，远超同期全社会用电量增速，预计2030年将突破5000亿千瓦时。国家能源局电力司副司长刘明阳明确指出：“当前我国人工智能产业快速发展，算力用电需求保持高速增长，算力已成为电力消费的新增长点。”与此同时，全球科技巨头正在全球范围内“抢电”。Meta、微软、谷歌等公司纷纷与核电、地热电厂签订长期购电协议。近日，软银旗下移动部门也宣布，计划在大阪堺市工厂启动大规模电池制造，以应对AI服务不断增长的电力需求。这意味着，电力正在从“成本项”变成“稀缺资源”。政策东风劲吹值得关注的是，我国在政策层面已经为算电协同发展提供了强有力的支持。在顶层设计与战略规划方面，2026年《政府工作报告》首次将“算电协同”纳入国家级新基建工程，“十五五”规划纲要也明确提出要推动绿色电力与算力协同布局。工信部亦表示正在积极开展相关的政策研究与标准制定工作。国家能源局等四部门近日联合印发了《关于促进人工智能与能源双向赋能的行动方案》，明确提出要“促进能源、算力、场景、数据、模型等要素高效协同”，构建“算力、电力深度融合的算电协同发展机制”。华西证券指出，本次能源与人工智能双向赋能政策落地，确立了算力产业与能源体系深度融合、协同发展的核心方向。随着政策的持续驱动，产业端也已迎来实质性的突破。5月2日，我国首个大规模“算电协同”绿电直供项目——中国大唐中卫云基地50万千瓦光伏电站在宁夏中卫正式投运，标志着算电协同从概念真正走向了实际产业落地。机构普遍认为，电力已成为衡量AI下一阶段发展的关键权重。Wedbush分析师DanIves强调，当前芯片供需缺口高达10倍，AI革命仍处早期阶段，并看好这波牛市将延续两年。他建议投资人应布局AI全产业链，包括大型云巨头、芯片、软件、网络安全及电力等赛道，不可单押单一板块。中航证券表示，全球AI投资如火如荼，未来五年有望带动千亿级美元市场。全球电网改造方向包括特高压和主网升级、配电网数智化升级，以及用电端微电网、虚拟电厂和离网用电。电网设备产业充分受益于全球电网投资景气度提振，同时国内电网设备厂还迎来出海机遇。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"2","news_tag":"economic","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2635527155","isCrawlerRequest":true}