阿里正式入局核电，曾构思核电直连_老虎社区_美港股上老虎

阿里正式入局核电，曾构思核电直连

能源新媒01-22

文/武魏楠据多家媒体披露，并结合天眼查信息显示，本周阿里巴巴与中国核电电力股份有限公司及多家合作方在浙江宁波象山共同设立一家合资企业，注册资本为 2.5亿元人民币。工商资料显示，该公司名为中核（象山）核能有限公司，法定代表人为钟华，业务范围覆盖发电、输电及供（配）电业务，同时还包括辐射监测、检验检测、热力生产与供应、业务培训、发电技术服务，以及以自有资金开展投资活动等。从股权结构看，合资公司由...

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2.5亿元人民币。工商资料显示，该公司名为中核（象山）核能有限公司，法定代表人为钟华，业务范围覆盖发电、输电及供（配）电业务，同时还包括辐射监测、检验检测、热力生产与供应、业务培训、发电技术服务，以及以自有资金开展投资活动等。从股权结构看，合资公司由中国核电旗下中核浙能能源、宏润建设、雅戈尔集团，以及阿里巴巴旗下上海毅旗网络科技等多方共同出资设立。过去十年，互联网公司对电力的关注更多停留在“用电成本”层面。但随着AI模型规模指数级扩张，数据中心从“用电大户”逐渐演变为“系统性负荷”，电力不再只是成本项，而成为制约业务扩张的关键要素。大模型训练与推理对稳定基荷、电能质量和供电连续性的要求，已明显高于传统互联网业务。相比风、光等间歇性电源，核电具备高利用小时、稳定输出、低碳属性叠加的综合优势，成为少数能够长期匹配超大规模算力需求的能源形态之一。《能源》杂志独家获悉，在此次合资公司成立之前，阿里巴巴曾就直接采购核电电力进行过探索。匿名人士向《能源》杂志透露，阿里方面曾提出由秦山核电直供数据中心，以获取价格相对稳定、清洁属性突出的核电电力。但受制于核电上网机制、电力市场规则以及跨主体直供的现实约束，相关方案最终并未实质性推进。近年来，美国多家头部互联网和科技公司，已开始以不同形式与核电资产建立联系。无论是通过长期购电协议（PPA）、直接参与核电站运营，还是探索小型模块化反应堆（SMR）用于数据中心配套，其核心逻辑高度一致：为AI时代锁定“不会波动的电力”。在全球范围内，算力中心与核能的结合，正在从概念走向实践。中国互联网企业此时入场，更像是顺应了一条已经被验证的国际路径。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}