2025 \u5e74\uff0c\u9a6c\u6765\u897f\u4e9a\u6570\u636e\u4e2d\u5fc3 (DC) \u5c06\u8fce\u6765\u5927\u5e45\u589e\u957f\uff0c\u4e3b\u8981\u5f97\u76ca\u4e8e\u5927\u578b\u79d1\u6280\u516c\u53f8\u7684\u5927\u91cf\u8d44\u672c\u652f\u51fa (capex)\u3002<\/p>\n
Kenanga Research \u8868\u793a\uff0c\u968f\u7740\u9a6c\u6765\u897f\u4e9a\u5728 2025 \u5e74\u8fce\u6765\u5bf9\u4eba\u5de5\u667a\u80fd (AI) \u7684\u5f3a\u70c8\u5173\u6ce8\uff0c\u5168\u7403\u5927\u578b\u79d1\u6280\u516c\u53f8\u4ecd\u7136\u70ed\u8877\u4e8e\u751f\u6210\u4eba\u5de5\u667a\u80fd\uff0c\u7ade\u76f8\u9886\u5148\u4e8e\u7ade\u4e89\u5bf9\u624b\u3002<\/p>\n
\u8fd9\u5de9\u56fa\u4e86\u5927\u578b\u79d1\u6280\u516c\u53f8\u5bf9 2025 \u5e74\u8d44\u672c\u652f\u51fa\u4ecd\u7136\u4e50\u89c2\u7684\u6307\u5bfc\uff0c\u7279\u522b\u662f\u5728\u82af\u7247\u3001\u670d\u52a1\u5668\u548c\u6570\u636e\u4e2d\u5fc3\u65b9\u9762\uff0c\u8fd9\u53cd\u8fc7\u6765\u53c8\u8ba9\u4eba\u4eec\u76f8\u4fe1\u9a6c\u6765\u897f\u4e9a\u5c06\u5728 2025 \u5e74\u6570\u636e\u4e2d\u5fc3\u5efa\u8bbe\u548c\u88c5\u4fee\u3001\u4e91\u91c7\u7528\u7b49\u65b9\u9762\u5b9e\u73b0\u5f3a\u52b2\u589e\u957f\u3002 \u4ee5\u53ca\u4e0e\u4eba\u5de5\u667a\u80fd\u76f8\u5173\u7684\u4e3b\u9898\uff0c\u5305\u62ec GPU \u5373\u670d\u52a1\u3002<\/p>\n
\u8be5\u516c\u53f8\u8868\u793a\uff0c\u4e3a\u6ee1\u8db3\u4eba\u5de5\u667a\u80fd\u7684\u9700\u6c42\uff0c\u6570\u636e\u4e2d\u5fc3\u7684\u5de5\u4f5c\u91cf\u589e\u957f\u5c06\u8d85\u8fc7\u4f01\u4e1a\u8fc1\u79fb\u81f3\u4e91\u7aef\u6240\u5e26\u6765\u7684\u589e\u957f\u3002<\/p>\n
\u201c\u5bf9\u4e8e\u9a6c\u6765\u897f\u4e9a\u6765\u8bf4\uff0c\u5efa\u8bbe\u9002\u5408\u4eba\u5de5\u667a\u80fd\u7684\u6570\u636e\u4e2d\u5fc3\u7684\u7ade\u4e89\u5e76\u6ca1\u6709\u653e\u7f13\u3002\u201d<\/p>\n
\u201c\u4f8b\u5982\uff0c\u5b57\u8282\u8df3\u52a8\u5df2\u8868\u793a\u6253\u7b97\u5c06\u9a6c\u6765\u897f\u4e9a\u6253\u9020\u6210\u4eba\u5de5\u667a\u80fd\u4e2d\u5fc3\uff0c\u989d\u5916\u6295\u8d44\u6f5c\u529b\u4e3a 100 \u4ebf\u4ee4\u5409\uff0c\u540c\u65f6\u8fd8\u5c06\u5e26\u6765 10 \u4ebf\u4ee4\u5409\u7684\u4f9b\u5e94\u94fe\u6295\u8d44\uff0c\u201d\u5b83\u8bf4\u3002<\/p>\n
\u6b64\u5916\uff0c\u9a6c\u6765\u897f\u4e9a\u662f\u6bd7\u90bb\u65b0\u52a0\u5761\u7684\u5730\u7406\u4f4d\u7f6e\u7684\u4e3b\u8981\u53d7\u76ca\u8005\uff0c\u4eab\u53d7\u7740\u6ea2\u51fa\u6548\u5e94\uff0c\u56e0\u4e3a\u56fd\u5bb6\u80fd\u6e90 (Tenaga Nasional Bhd) \u53d1\u73b0\u65b0\u6570\u636e\u4e2d\u5fc3\u5bf9\u9ad8\u8fbe 11GW \u7535\u529b\u7684\u9700\u6c42\u3002<\/p>\n
Kenanga Research \u8868\u793a\uff0c\u5c3d\u7ba1\u9a6c\u6765\u897f\u4e9a\u4e00\u76f4\u53d7\u76ca\u4e8e\u65b0\u52a0\u5761\u7684\u6ea2\u51fa\u6548\u5e94\uff0c\u4ece\u800c\u7ee7\u7eed\u4eab\u53d7\u9ad8\u989d\u76f4\u6d41\u7535\u6e90\u9700\u6c42\uff0c\u4f46\u968f\u7740\u5927\u578b\u79d1\u6280\u516c\u53f8\uff08\u5c24\u5176\u662f\u6cf0\u56fd\uff09\u6269\u5927\u6295\u8d44\uff0c\u8be5\u5730\u533a\u7684\u7ade\u4e89\u5c06\u6108\u6f14\u6108\u70c8\u3002<\/p>\n
\u5c3d\u7ba1\u9a6c\u6765\u897f\u4e9a\u5236\u5b9a\u4e86\u66f4\u591a\u7684\u53ef\u6301\u7eed\u53d1\u5c55\u6cd5\u89c4\uff0c\u8981\u6c42 DC \u7684\u63a8\u51fa\u66f4\u52a0\u5173\u6ce8\u5f53\u5730\u7684\u8d44\u6e90\u9700\u6c42\uff0c\u4f46\u8be5\u516c\u53f8\u8868\u793a\uff0c\u8fd9\u4e9b\u6cd5\u89c4\u5e76\u4e0d\u4f1a\u9650\u5236\u65b0\u4e1a\u52a1\u7684\u5f00\u5c55\u3002<\/p>\n
\u5c3d\u7ba1\u5982\u6b64\uff0c\u627f\u5305\u5546\u6b63\u5728\u5bfb\u627e\u521b\u65b0\u7684\u4ea4\u4ed8\u65b9\u6cd5\u6765\u786e\u4fdd\u6570\u636e\u4e2d\u5fc3\u5de5\u4f5c\u3002<\/p>\n
Kenanga Research \u8868\u793a\uff0c\u9a6c\u6765\u897f\u4e9a\u7684\u6570\u636e\u4e2d\u5fc3\u76ee\u524d\u6b63\u5728\u8fdb\u5165\u592a\u9633\u80fd\u5e02\u573a\u4ef7\u683c\uff0c\u6700\u8fd1\uff0cBridge Data Centres \u4e0e TNB \u7b7e\u7f72\u4e86\u4f01\u4e1a\u53ef\u518d\u751f\u80fd\u6e90\u4f9b\u5e94\u8ba1\u5212 (CRESS) \u4e0b\u53cc\u8fb9\u80fd\u6e90\u4f9b\u5e94\u7684\u6761\u6b3e\u6846\u67b6\u534f\u8bae\u3002<\/p>\n
TNB \u5728\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\u8868\u793a\uff0c\u8fd0\u8425\u4e2d\u7684\u6570\u636e\u4e2d\u5fc3\u7684\u7535\u529b\u4f7f\u7528\u91cf\u4e0a\u5347\u81f3 248MW\uff0c\u5360\u5df2\u5b8c\u6210\u7684 1.7GW \u6570\u636e\u4e2d\u5fc3\u7684 15%\u3002<\/p>\n
\u201c\u6f5c\u5728\u7684\u9700\u6c42\u589e\u957f\u673a\u4f1a\u4e3a 7,200 \u5146\u74e6\uff0c\u5176\u4e2d\u5305\u62ec 31 \u4e2a\u5df2\u7ecf\u7b7e\u7f72\u7535\u529b\u4f9b\u5e94\u534f\u8bae (ESA) \u7684\u9879\u76ee\uff08\u76f8\u5f53\u4e8e 4,700 \u5146\u74e6\uff09\u3002\u201d<\/p>\n
\u201c\u6211\u4eec\u9884\u8ba1\u6570\u636e\u4e2d\u5fc3\u6bcf\u5e74\u65b0\u589e\u88c5\u673a\u5bb9\u91cf\u7ea6\u4e3a 700MW\u3002\u5982\u679c TNB \u7684\u8ba1\u5212\u5f97\u4ee5\u5b9e\u73b0\uff0c\u6211\u4eec\u7684\u6570\u5b57\u5f88\u6709\u53ef\u80fd\u88ab\u8d85\u8d8a\uff0c\u201d\u8be5\u516c\u53f8\u8865\u5145\u9053\u3002<\/p>\n
Kenanga Research \u8868\u793a\uff0c\u5728\u4e50\u89c2\u7684\u60c5\u51b5\u4e0b\uff0c\u589e\u957f\u6f5c\u529b\u6700\u5927\u7684\u884c\u4e1a\u9884\u8ba1\u662f\u5efa\u7b51\u548c\u623f\u5730\u4ea7\uff0c\u5176\u6b21\u662f\u516c\u7528\u4e8b\u4e1a\u3001\u6280\u672f\u548c\u7535\u4fe1\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"
2025 \u5e74\uff0c\u9a6c\u6765\u897f\u4e9a\u6570\u636e\u4e2d\u5fc3 (DC) \u5c06\u8fce\u6765\u5927\u5e45\u589e\u957f\uff0c\u4e3b\u8981\u5f97\u76ca\u4e8e\u5927\u578b\u79d1\u6280\u516c\u53f8\u7684\u5927\u91cf\u8d44\u672c\u652f\u51fa (capex)\u3002 Kenanga Research \u8868\u793a\uff0c\u968f\u7740\u9a6c […]<\/a><\/p>\n<\/div>","protected":false},"author":50,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1147],"tags":[],"class_list":{"0":"post-59170","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-asean"},"_links":{"self":[{"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/posts\/59170","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/users\/50"}],"replies":[{"embeddable":true,"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/comments?post=59170"}],"version-history":[{"count":1,"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/posts\/59170\/revisions"}],"predecessor-version":[{"id":59171,"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/posts\/59170\/revisions\/59171"}],"wp:attachment":[{"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/media?parent=59170"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/categories?post=59170"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.ibnews.com\/cn\/wp-json\/wp\/v2\/tags?post=59170"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}