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人工智能驱动下智算中心用电规模呈指数级增长，对电力系统的容量、可靠性和绿色化同时提出更高要求。与此同时，新能源高比例接入使储能成为电力系统的核心调节资源。在此背景下，二者能否通过协同运行实现价值共创，成为重点关注的现实问题。本文通过构建"价值阶段—协同机制—典型场景—产业化路径"四维分析框架，系统研究智算中心与储能协同发展的内在逻辑与运行机理。研究表明，储能的功能定位正沿"备用保障—系统调节—绿色算力支撑"三个阶段递进演化；储能与智算中心在绿色电力转化、供能韧性保障、能源成本优化和算储协同调度四个机制上形成深度耦合。基于部分典型区域项目测算，绿电直连+储能协同模式资本金IRR可达到15%，已具备一定的经济可行性。
Abstract：Driven by artificial intelligence， the electricity consumption of intelligent computing centers has grown exponentially， imposing higher demands on power systems 'capacity， reliability， and sustainability. Concurrently， the high integration of renewable energy has positioned energy storage as a core regulatory resource in power systems. Under these circumstances， whether the two can achieve value co-creation through collaborative operation has become a key practical issue. This paper employs a four-dimensional analytical framework— "value stages → collaborative mechanisms → typical scenarios → industrialization pathways" —to systematically investigate the intrinsic logic and operational mechanisms of synergistic development between intelligent computing centers and energy storage. The study reveals that energy storage's functional role has evolved progressively through three phases: backup support → system regulation → green computing power support; and demonstrates deep integration with intelligent computing centers across four mechanisms: green power conversion， energy supply resilience assurance， cost optimization， and coordinated operation of computing and storage systems. Based on evaluations of representative regional projects， the capital investment Internal Rate of Return (IRR) for the green power direct connection + energy storage synergy model reaches 15%， indicating significant economic viability.
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基本信息:
中图分类号:F426.61;F49
引用信息:
[1]郑国华,罗涵.算力增长与能源转型双重驱动下智算中心与储能协同发展研究——基于协同运行机制视角[J].电池工业().
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2026-07-14