When the "computing power thirst" of AI intersects with the "electricity demand" of energy transformation globally, a new competition has begun. How can electricity become the strategic high ground of technological competition among major countries; How can China establish a leading advantage in the new global power order through the integration of technology, standards, and finance; Represented by Shanghai Electric, China's leading energy equipment enterprise has obtained billions of orders through its full industry chain capability, becoming the core force in exporting China's power solutions.

AI ignites the power revolution

History has shown that every energy revolution drives a leap in productivity and a reshaping of the global landscape. Nowadays, the deep integration of AI and the digital economy is pushing the core of the energy revolution towards efficient and clean electricity. Data shows that the annual electricity consumption of the global AI industry has exceeded 350 billion kilowatt hours, equivalent to the annual electricity consumption of the entire Japan; By 2030, the demand for AI and data centers is expected to account for 15% of the world's total electricity generation. The shortage of electricity has turned from a prophecy into a reality and has become the key to winning the technological competition among major powers. Former Google CEO Schmidt's statement is being validated: "Electricity has become a more important strategic resource than oil

China's power strength

In the face of this competition, China has established significant advantages through systematic long-term investment. On the technical level, as of June 2025, the total length of China's ultra-high voltage transmission lines has exceeded 65000 kilometers, accounting for 83% of the global market share, and has built the world's most advanced smart grid system. At the standard level, the independently developed "Hualong One" nuclear power unit has landed 18 projects in 12 countries including Pakistan and Argentina, promoting China's nuclear power standards to become the mainstream choice for third-generation nuclear power worldwide. The global layout is more profound. Through the the Belt and Road power cooperation, 28 countries have used RMB for settlement in power transactions. Power is becoming an important new driver of RMB internationalization, gradually changing the financial settlement pattern of traditional energy.

Shanghai Electric leads the entire industry pattern

In this feast of energy transformation, leading enterprises with full industry chain layout capabilities are demonstrating strong competitiveness. Among them, Shanghai Electric is particularly noteworthy. In the first half of 2025, the total amount of new orders added by the company has reached 109.81 billion yuan, and it is expected to exceed 200 billion yuan for the whole year. More importantly, it is one of the few domestic enterprises that can achieve full energy equipment coverage such as nuclear power, thermal power, hydropower, wind power, photovoltaics, energy storage, hydrogen energy, etc. It can provide a multi energy complementary solution of "wind solar hydrogen storage" and an integrated solution of "source grid load storage". Keywords: AI

The company is technologically leading in the field of nuclear power, fully covering the fourth generation nuclear power technology route, and has undertaken over 100 overseas power engineering projects, becoming one of the flagship solutions for exporting electricity to China. At the same time, companies such as Dongfang Electric, China National Heavy Duty Truck Group, Yili Clean Energy, and Jinzhi Technology also occupy leading positions in sub sectors such as hydropower, nuclear island forgings, green hydrogen preparation, and smart grids, jointly forming China's powerful army in the field of energy equipment. Editor/Yang Beihua