<p>, /PRNewswire/ -- 宁德时代董事长兼首席执行官曾毓群于 2 月 3 日在阿联酋迪拜的世界杰出人才峰会和世界政府峰会上发表了关于能源未来的演讲。以下是演讲全文：</p>
<p>继续阅读</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.prnewswire.com/news-releases/null?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.prnewswire.com/news-releases/null"/></p>
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<p>商汤科技在上海的人工智能数据中心</p>
<p>纵观人类历史，能源一直是文明发展的驱动力。每一次人类发展的重大飞跃都伴随着能源革命。今天，我们正在经历另一场革命性的能源转型，这场转型可与人类从狩猎采集社会向农业社会的过渡相提并论——从一个追踪和收集化石燃料的时代，转向一个能够在风能和太阳能农场中收集能源并将其储存于电池中的时代。</p>
<p>这场革命得益于科学和技术的进步，提供了切实可行的解决方案并降低了成本。根据国际能源署（IEA）和彭博新能源财经（BNEF）的数据，在过去十年中，磷酸铁锂电池和太阳能的成本下降了约 80%。可持续能源解决方案已经从技术上可行演变为经济上具有吸引力的选择。</p>
<p>宁德时代正在推动可再生能源在多种应用中实现真正的经济竞争力。在矿业领域，宁德时代的太阳能加储能系统已在智利和刚果民主共和国部署，为偏远作业提供电力，成本约为柴油发电机的四分之一。</p>
<p>在工业应用中也正在进行类似的转型。在巴基斯坦，分布式太阳能的快速增长，加上宁德时代的储能解决方案，为当地水泥厂提供了可靠的电力，将电力成本降低了一半。</p>
<p>在加利福尼亚州，我们看到了未来电力系统在电网规模上的样子。随着储能能力的扩大，由高可再生能源渗透率造成的 “鸭子曲线” 得到了显著缓解。到 2025 年，电网记录了超过 1800 小时的时间，清洁能源满足或超过了总电力需求，展示了可再生能源与储能共同增长时所能实现的可能性。</p>
<p>这些发展指向一个更广泛的现实：在许多地区，清洁能源的采用不仅仅是为了气候目标，而且因为技术进步使其成为最具商业可行性的选择。</p>
<p>我们正在迎接向净零能源时代的深刻转变。在我看来，未来的能源系统可以用三个词来定义：分布式、智能、循环。</p>
<p>首先，分布式电力系统，包括可再生发电和先进的电池储能，将在全球范围内蓬勃发展，特别是在电网基础设施薄弱的地区。这将取代大量集中式的化石燃料能源，这些能源依赖于大型发电厂和强大的电网。</p>
<p>然而，高比例的可再生能源给电力系统的稳定运行带来了新的挑战。为了解决这些挑战，宁德时代开发了一种创新的高压电网形成储能技术，可以作为零碳能源系统的稳定器。它可以提供电网频率调节、无功功率补偿、阻尼控制和系统惯性支持。它还提供出色的黑启动能力，这在发生大规模停电时至关重要，例如去年西班牙发生的停电。</p>
<p>这项技术已在工程中成功验证，在中国，我们正在应用这项技术建设一个完全由风能、太阳能和储能供电的离网工业园区，以支持一个 40GWh 的电池工厂。它展示了先进能源技术如何创造一个净零电力系统。</p>
<p>未来的能源系统不仅要分布式，还将更加智能。它们将能够处理大量数据，并适应可再生能源发电和消费的波动。需要先进的人工智能驱动的调度和优化来平衡能源供需。例如，我们利用人工智能增强商汤科技在上海的人工智能数据中心的能源系统管理，帮助管理计算任务的波动性能源需求。</p>
<p>第三，循环经济对于实现零碳能源至关重要。与化石燃料在使用时被燃烧不同，零碳能源系统的材料可以被回收。宁德时代在这方面处于行业前沿，我们已实现行业最高的回收率——镍和钴为 99.6%，锂为 96.5%。为了建立稳定、可持续的关键原材料供应，我们还与非政府组织和行业同行密切合作，推动该领域的循环经济。</p>
<p>在零碳技术持续进步的推动下，可持续能源时代不再是遥远的愿景——它正在迅速到来。在我看来，2030 年将标志着可持续能源时代的真正开始。</p>
<p>我们如何才能到达那里？我的答案是：科学告诉我们什么是可能的，但工程和制造决定了我们到达的速度。</p>
<p>基础科学仍然是转型的最终源泉。材料科学、人工智能和新能源系统的突破将继续塑造未来的样子。老实说，凭借今天的技术，我们可能只解决了完全可持续能源系统所需的不到 30%。许多颠覆性技术尚未出现，许多基础研究仍在前方。</p>
<p>为了让技术真正改变世界，它必须超越实验室并大规模部署。今天，我们在凝聚电池、固态电池和钙钛矿太阳能电池等前沿领域取得了科学和技术突破。然而，从实验室到市场的规模化仍有很多工作要做。这就是为什么我们在研发上进行了大量投资——超过行业内所有其他参与者的总和。</p>
<p>虽然应对全球变暖看似是气候问题，但本质上它是能源问题，根本上是发展问题。我们相信国际合作是解决这一问题的最有效方式，我们愿意与世界分享电池技术和经验。我们已经从早期的电池出口，发展到现在的 “本地生产，本地市场”。我们还向合作伙伴授权技术，帮助他们建立自己的电池工厂。</p>
<p>为了加速向可持续能源时代的过渡，我们需要在全球范围内以更高效和更经济的方式扩大先进能源技术的应用。然而，根据我们的经验，在某些市场，建筑和设备的法规是导致生产成本上升的原因。我想提出一个解决方案：设立特别经济区，采用与中国相似的建筑和设备法规。这将迅速提升生产力，因为这一做法在中国已被证明是成功的。</p>
<p>各位女士们、先生们，哥伦比亚大学的一项最新研究预测，到 2027 年，全球气温将比工业化前水平上升 1.7 摄氏度。为了应对全球变暖，我们需要立即采取行动，建立一个可持续的能源系统。这需要技术突破、勇气和智慧。</p>
<p>作为能源转型的先行者，宁德时代愿意与科学界、政府、企业以及任何致力于这一使命的人密切合作。让我们共同努力，迈向净零能源的未来，为未来的世代留下一个健康、绿色的地球。</p>
<p>来源：宁德时代（Contemporary Amperex Technology Co., Limited）</p>
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宁德时代

南方中证上海环交所碳中和ETF

<p>宁德时代董事长兼首席执行官曾毓群在世界科学家峰会上发表讲话，讨论了由零碳技术驱动的可持续能源时代的转型。他强调了磷酸铁锂电池和太阳能的显著成本降低，使其在经济上变得可行。曾毓群指出，分布式、智能化和循环能源系统的重要性，展示了宁德时代在能源储存和回收方面的创新。他预测，到 2030 年，随着技术的进步和向可再生能源解决方案的转变，可持续能源时代将开始</p>

<p>, /PRNewswire/ -- Dr. Robin Zeng, Chairman and CEO of CATL, delivered a speech about the future of energy at the World Laureate Summit and the World Governments Summit in Dubai, the UAE on Feb. 3. Full text below:</p>
<div class="lb-trans"><p>, /PRNewswire/ -- 宁德时代董事长兼首席执行官曾毓群于 2 月 3 日在阿联酋迪拜的世界杰出人才峰会和世界政府峰会上发表了关于能源未来的演讲。以下是演讲全文：</p>
</div><p>Continue Reading</p>
<div class="lb-trans"><p>继续阅读</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.prnewswire.com/news-releases/null" alt="" original-src="https://www.prnewswire.com/news-releases/null"/></p>
<p><img src="https://imageproxy.pbkrs.com/https://www.prnewswire.com/news-releases/null" alt="" original-src="https://www.prnewswire.com/news-releases/null"/></p>
<p>SenseTime’s AI Data Center in Shanghai</p>
<div class="lb-trans"><p>商汤科技在上海的人工智能数据中心</p>
</div><p>Throughout human history, energy has been the driving force behind civilization's growth. Every major leap in human development has been accompanied by an energy revolution. Today, we are experiencing another revolutionary energy shift, one comparable to humanity's transition from hunter-gatherers to agricultural societies -- from an era where we track down and gather fossil fuels, to one where we can harvest energy in wind and solar farms and store it in batteries.</p>
<div class="lb-trans"><p>纵观人类历史，能源一直是文明发展的驱动力。每一次人类发展的重大飞跃都伴随着能源革命。今天，我们正在经历另一场革命性的能源转型，这场转型可与人类从狩猎采集社会向农业社会的过渡相提并论——从一个追踪和收集化石燃料的时代，转向一个能够在风能和太阳能农场中收集能源并将其储存于电池中的时代。</p>
</div><p>This revolution is enabled by science and technology progress, which delivers practical solutions and drives down costs. According to the IEA and BNEF, over the past decade, the cost of LFP batteries and solar has fallen by about 80%. Sustainable energy solutions have evolved from being technically feasible to becoming an economically compelling choice.</p>
<div class="lb-trans"><p>这场革命得益于科学和技术的进步，提供了切实可行的解决方案并降低了成本。根据国际能源署（IEA）和彭博新能源财经（BNEF）的数据，在过去十年中，磷酸铁锂电池和太阳能的成本下降了约 80%。可持续能源解决方案已经从技术上可行演变为经济上具有吸引力的选择。</p>
</div><p>CATL is enabling renewable energy to achieve true economic competitiveness across a range of applications. In the mining sector, solar-plus-storage systems powered by CATL have been deployed in Chile and the Democratic Republic of the Congo, supplying electricity to remote operations at about one-fourth the cost of diesel generators.</p>
<div class="lb-trans"><p>宁德时代正在推动可再生能源在多种应用中实现真正的经济竞争力。在矿业领域，宁德时代的太阳能加储能系统已在智利和刚果民主共和国部署，为偏远作业提供电力，成本约为柴油发电机的四分之一。</p>
</div><p>A similar transformation is underway in industrial applications. In Pakistan, the rapid growth of distributed solar, combined with CATL's energy storage solutions, is providing reliable power to local cement plants, cutting electricity costs by half.</p>
<div class="lb-trans"><p>在工业应用中也正在进行类似的转型。在巴基斯坦，分布式太阳能的快速增长，加上宁德时代的储能解决方案，为当地水泥厂提供了可靠的电力，将电力成本降低了一半。</p>
</div><p>In California, we see what future power systems will look like at the grid scale. As storage capacity expands, the &#34;duck curve&#34; created by high renewable penetration has been significantly eased. In 2025, the grid recorded more than 1,800 hours when clean energy met or exceeded total electricity demand, showing what becomes possible when renewables and storage grow together.</p>
<div class="lb-trans"><p>在加利福尼亚州，我们看到了未来电力系统在电网规模上的样子。随着储能能力的扩大，由高可再生能源渗透率造成的 “鸭子曲线” 得到了显著缓解。到 2025 年，电网记录了超过 1800 小时的时间，清洁能源满足或超过了总电力需求，展示了可再生能源与储能共同增长时所能实现的可能性。</p>
</div><p>These developments point to a broader reality: in many regions, clean energy is being adopted not just for climate goals, but also because technological progress has made it the most commercially viable option.</p>
<div class="lb-trans"><p>这些发展指向一个更广泛的现实：在许多地区，清洁能源的采用不仅仅是为了气候目标，而且因为技术进步使其成为最具商业可行性的选择。</p>
</div><p>We are embracing the profound shift towards a net-zero energy era. The future energy system, to my mind, can be defined by three words: distributed, intelligent, circular.</p>
<div class="lb-trans"><p>我们正在迎接向净零能源时代的深刻转变。在我看来，未来的能源系统可以用三个词来定义：分布式、智能、循环。</p>
</div><p>First, distributed power systems, which include renewable generation and advanced battery storage, will mushroom across the world, especially in areas with weak grid infrastructure. This will replace a lot of fossil fuel energy, which is centralized and relies heavily on large-scale power plants and a strong grid.</p>
<div class="lb-trans"><p>首先，分布式电力系统，包括可再生发电和先进的电池储能，将在全球范围内蓬勃发展，特别是在电网基础设施薄弱的地区。这将取代大量集中式的化石燃料能源，这些能源依赖于大型发电厂和强大的电网。</p>
</div><p>However, a high proportion of renewable energy introduces new challenges to the stable operation of power systems. To address those challenges, CATL has developed an innovative high-voltage grid-forming energy storage technology, which can act as a stabilizer for zero-carbon energy systems. It can provide grid frequency regulation, reactive power compensation, damping control, and system inertia support. It also offers excellent black-start capabilities, which are crucial in the case of large-scale blackouts, like the one hit Spain last year.</p>
<div class="lb-trans"><p>然而，高比例的可再生能源给电力系统的稳定运行带来了新的挑战。为了解决这些挑战，宁德时代开发了一种创新的高压电网形成储能技术，可以作为零碳能源系统的稳定器。它可以提供电网频率调节、无功功率补偿、阻尼控制和系统惯性支持。它还提供出色的黑启动能力，这在发生大规模停电时至关重要，例如去年西班牙发生的停电。</p>
</div><p>This technology has been successfully validated in engineering, and in China we are applying this technology to build an off-grid industrial park, which is powered entirely by wind, solar, and storage to supply a 40GWh battery plant. It showcases how advanced energy technology can create a net-zero power system.</p>
<div class="lb-trans"><p>这项技术已在工程中成功验证，在中国，我们正在应用这项技术建设一个完全由风能、太阳能和储能供电的离网工业园区，以支持一个 40GWh 的电池工厂。它展示了先进能源技术如何创造一个净零电力系统。</p>
</div><p>Beyond being distributed, future energy systems will be more intelligent. They will be able to handle vast amounts of data and adjust to fluctuations in renewable power generation and consumption. Advanced AI-driven scheduling and optimization will be required to balance energy supply and demand. For instance, we use AI to enhance energy system management for SenseTime's AI Data Center in Shanghai, helping manage the fluctuating energy demand of computing tasks.</p>
<div class="lb-trans"><p>未来的能源系统不仅要分布式，还将更加智能。它们将能够处理大量数据，并适应可再生能源发电和消费的波动。需要先进的人工智能驱动的调度和优化来平衡能源供需。例如，我们利用人工智能增强商汤科技在上海的人工智能数据中心的能源系统管理，帮助管理计算任务的波动性能源需求。</p>
</div><p>Thirdly, circular economy is crucial for achieving zero-carbon energy. Unlike fossil fuels, which are burned upon use, materials for zero-carbon energy systems can be recycled. CATL has been at the forefront of this effort, and we have achieved the highest recovery rates in the industry—99.6% for nickel and cobalt, and 96.5% for lithium. To build a stable, sustainable supply of critical raw materials, we are also working closely with NGOs and industry peers to promote a circular economy in the sector.</p>
<div class="lb-trans"><p>第三，循环经济对于实现零碳能源至关重要。与化石燃料在使用时被燃烧不同，零碳能源系统的材料可以被回收。宁德时代在这方面处于行业前沿，我们已实现行业最高的回收率——镍和钴为 99.6%，锂为 96.5%。为了建立稳定、可持续的关键原材料供应，我们还与非政府组织和行业同行密切合作，推动该领域的循环经济。</p>
</div><p>Driven by continued progress in zero-carbon technologies, a sustainable energy era is no longer a distant vision — it is approaching rapidly. In my estimate, 2030 will mark the true beginning of the sustainable energy era.</p>
<div class="lb-trans"><p>在零碳技术持续进步的推动下，可持续能源时代不再是遥远的愿景——它正在迅速到来。在我看来，2030 年将标志着可持续能源时代的真正开始。</p>
</div><p>How can we get there? My answer is: science shows us what is possible, but engineering and manufacturing determine how fast we get there.</p>
<div class="lb-trans"><p>我们如何才能到达那里？我的答案是：科学告诉我们什么是可能的，但工程和制造决定了我们到达的速度。</p>
</div><p>Basic science remains the ultimate source of transformation. Breakthroughs in material science, artificial intelligence, and new energy systems will continue to shape what the future can look like. To be honest, with today's technologies, we may have solved less than 30% of what a fully sustainable energy system require. Many disruptive technologies have yet to emerge, and much foundational research still lies ahead.</p>
<div class="lb-trans"><p>基础科学仍然是转型的最终源泉。材料科学、人工智能和新能源系统的突破将继续塑造未来的样子。老实说，凭借今天的技术，我们可能只解决了完全可持续能源系统所需的不到 30%。许多颠覆性技术尚未出现，许多基础研究仍在前方。</p>
</div><p>For technology to truly change the world, it must move beyond labs and be deployed at scale. Today, we have made scientific and technological breakthroughs in frontier areas such as condensed batteries, solid-state batteries, and perovskite solar batteries. Yet there is still much more to do to scale these innovations from the lab to the market. That is why we are investing heavily in R&amp;D – more than all other players in the industry combined.</p>
<div class="lb-trans"><p>为了让技术真正改变世界，它必须超越实验室并大规模部署。今天，我们在凝聚电池、固态电池和钙钛矿太阳能电池等前沿领域取得了科学和技术突破。然而，从实验室到市场的规模化仍有很多工作要做。这就是为什么我们在研发上进行了大量投资——超过行业内所有其他参与者的总和。</p>
</div><p>While fighting global warming appears to be a climate issue, it is in essence an energy issue, and fundamentally, a development issue. We believe international cooperation is the most efficient way to tackle it, and we are willing to share battery technologies and experiences with the world. We have evolved from exporting batteries in the early days, to &#34;local production, for local markets&#34; now. We are also licensing technologies to our partners to help them build their own battery plants.</p>
<div class="lb-trans"><p>虽然应对全球变暖看似是气候问题，但本质上它是能源问题，根本上是发展问题。我们相信国际合作是解决这一问题的最有效方式，我们愿意与世界分享电池技术和经验。我们已经从早期的电池出口，发展到现在的 “本地生产，本地市场”。我们还向合作伙伴授权技术，帮助他们建立自己的电池工厂。</p>
</div><p>To accelerate the transition to a sustainable energy era, we need to scale up advanced energy technologies in a more efficient and affordable manner globally. However, in some markets, in our experience, building and equipment regulations are the cause of higher cost of production. I would like to propose a solution: setting up special economic zones that adopt similar regulations of building and equipment which are practiced in China. This will quickly scale up productivity, as it has been proven successful in China.</p>
<div class="lb-trans"><p>为了加速向可持续能源时代的过渡，我们需要在全球范围内以更高效和更经济的方式扩大先进能源技术的应用。然而，根据我们的经验，在某些市场，建筑和设备的法规是导致生产成本上升的原因。我想提出一个解决方案：设立特别经济区，采用与中国相似的建筑和设备法规。这将迅速提升生产力，因为这一做法在中国已被证明是成功的。</p>
</div><p>Ladies and gentlemen, a recent study by Columbia University projects a 1.7 degrees C temperature rise above the pre-industrial level in 2027. To tackle global warming, we need to take immediate action to build a sustainable energy system. This requires technology breakthroughs, courage and wisdom.</p>
<div class="lb-trans"><p>各位女士们、先生们，哥伦比亚大学的一项最新研究预测，到 2027 年，全球气温将比工业化前水平上升 1.7 摄氏度。为了应对全球变暖，我们需要立即采取行动，建立一个可持续的能源系统。这需要技术突破、勇气和智慧。</p>
</div><p>As a pioneer of the energy transition, CATL is willing to work more closely with the scientific community, governments, businesses, and anyone who is committed to the mission. Let's work together towards a net-zero energy future, and leave a healthy, green Earth for future generations to come.</p>
<div class="lb-trans"><p>作为能源转型的先行者，宁德时代愿意与科学界、政府、企业以及任何致力于这一使命的人密切合作。让我们共同努力，迈向净零能源的未来，为未来的世代留下一个健康、绿色的地球。</p>
</div><p>SOURCE Contemporary Amperex Technology Co., Limited (CATL)</p>
<div class="lb-trans"><p>来源：宁德时代（Contemporary Amperex Technology Co., Limited）</p>
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12:01 ET 曾毓群：通过零碳技术开启可持续能源时代