China Datang Corp Renewable Power Co Ltd

Green power direct-connect data centers are emerging as a new battleground for wind, solar and energy storage companies. Yang Haoqin, head of the AIDC product line at Envision Energy, said that green power direct-connect data centers have experienced rapid growth over the past one to two years and remain in a high-speed development phase. Many companies are shifting from operating new energy power stations to computing power stations, converting green electricity directly into computing power. In May this year, China's first large-scale computing-power coordinated green power direct-supply project, the 500-megawatt photovoltaic station at China Datang's Zhongwei Cloud Base, officially went into operation, delivering green power directly to end users at 0.36 yuan per kilowatt-hour, nearly half the average electricity cost in eastern regions. On the policy front, four government bodies including the National Development and Reform Commission issued an action plan that aims to establish a secure, green and economical energy security system by 2027. Envision and Tencent have launched the world's first 100 percent green power direct-supply data center in Chifeng, Inner Mongolia, cutting overall energy costs by more than 40 percent. The industry has now formed six major technical pathways including physical hard connections, virtual trading and computing-side dispatch. TGOOD introduced its computing power island power supply system, while Envision is building a zero-carbon power foundation spanning from chips to grids. Wind turbine manufacturers are particularly active, with Mingyang Smart Energy and Windey among those making moves. The National Development and Reform Commission and the National Energy Administration recently issued a document allowing new energy projects to build dedicated lines for direct supply, further clearing grid barriers.

The Clean Energy Chain section of the fourth China International Supply Chain Expo highlighted low-carbon innovation across the energy value chain and provided a platform for international energy cooperation. Reflecting priorities in China's 15th Five-Year Plan for hydrogen energy, nuclear power and zero-carbon industrial parks, the section featured developments spanning energy production, power systems and end-use applications, with a focus on integrating energy and computing infrastructure. State Grid Corporation of China and China Datang Corporation presented advances in power and computing integration, including next-generation intelligent dispatch systems, while China Resources Group showcased an integrated view of clean energy development, energy infrastructure, low-carbon consumption and ESG practices. Bank of China focused on green finance solutions, and international participants such as ExxonMobil, Alfa Laval, the Chartered Community of Navarre and Saudi United Company presented advanced low-carbon materials, emissions-reduction technologies and cooperation initiatives. The exhibits demonstrated technologies, equipment and integrated solutions supporting the global energy transition, illustrating advances in low-carbon, digital and intelligent development of the clean energy sector.