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中国发电量现已两倍于美国,这将如何改写科技竞赛格局

China Now Generates 2X More Electricity Than USA: How Will This Alter The Tech Race? | Insight

中国发电量现已两倍于美国:这将如何改写科技竞赛格局?

Electricity has become the decisive force in the global tech race, serving as the energy foundation that fuels AI, robotics, and industrial automation. China has transformed from energy insecurity to generating over twice the power of the US, much of it clean. It has also spent billions modernising its grid. As America’s infrastructure stagnates, China’s electrification strategy positions it to surge ahead in scaling the tech of the future. With data centres and computing load drawing ever more electricity, whoever can power their ambitions could dominate the next area of tech. How did China do it and will this advantage help Beiing win the race for the future?

电力已成为全球科技竞赛的决胜力量,是驱动人工智能、机器人技术和工业自动化发展的能源基石。中国已从曾经的能源短缺状态,发展为发电量超美国两倍的能源大国,且其中大部分为清洁能源。中国还投入数十亿美元用于电网现代化升级。

在美国基础设施发展陷入停滞的同时,中国的电气化战略为其在未来科技规模化应用领域抢占先机奠定了基础。如今,数据中心和算力负载的电力消耗与日俱增,谁能为自身的发展蓝图提供充足能源,谁就有望主导下一轮科技竞争。中国是如何实现这一突破的?这一优势能否助力中国赢得未来的竞赛?

以下是各国网友的评论:

luffdotcom5504
America gonna sanction Sun for letting China using solar power.

美国这是要制裁太阳啊,就因为它让中国用上了太阳能。

 

yeepmeeep1735
they are gonna create a nuclear winter

他们这是要造出核冬天的节奏啊。

 

ChefLee79
That's why having USA as the world leader is very dangerous. Remember what US did to Japan when the Japanese economy was rising in the 80's?

所以说让美国当世界霸主太危险了。还记得上世纪80年代日本经济崛起时,美国是怎么对付它的吗?

 

jc6334
@ChefLee79 USA: every government needs de ocracy with checks and balances. USA: the rest of the world needs only the USA, no checks needed.

美国这套双标逻辑:各国政府都得搞制衡式民诸。可到了它自己这儿,全世界只需要听美国的,根本不需要什么制衡。

 

gobi604
@ChefLee79 US imposed the plaza accord on Japan when it was getting too strong economically

当年日本经济发展势头太猛,美国就逼着它签了《广场协议》。

 

ahmedismail5671
Or Rather tariff sun energy going to China

不如直接对输往中国的太阳能产品加征关税算了。

 

benjerryhaagendaz
That's why trump wants regime change in Venezuela

所以特朗普才想换掉委内瑞拉的现政权。

 

Wilson24678
If you cannot compete with your opponent, play dirty. That's the Western way

赢不过对手,就耍阴招。这就是西方的惯用伎俩。

 

pineapplesareyummy6352
If Trump is dumb enough to occupy Venezuela, I hope China, Russia and the rest of Latin America will make this bloodier than Iraq/Afghanistan ever were for the US. Russia/China should have made their occupation bloodier the last time.

要是特朗普真傻到派兵占领委内瑞拉,我希望中国、俄罗斯还有其他拉美国家,让美国在这场仗里流的血,比伊拉克和阿富汗战争加起来还多。上一次美国搞军事占领,中俄就该让它付出更惨痛的代价。

 

HumanTherapy
Which is funny because China barely responded about Venezuela aside from a condemnation, it was Russia that reacted the strongest because they've been running their dark fleet through Venezuela to sell oil in international waters while dodging sanctions

有意思的是,中国对委内瑞拉这事除了谴责,几乎没别的动作。反应最激烈的是俄罗斯,因为他们一直靠委内瑞拉的秘密船队,在公海卖石油以躲避制裁。

 

Branch7ShuZhi
USA has perhaps decided to also corner all fissile fuel supply in South America and Canada. Now that the Middle East is an unreliable source even with the demise of its Iraqi and Libyan foes.

美国可能已经打定主意,要垄断南美和加拿大的核燃料供应。毕竟现在的中东,就算美国搞垮了伊拉克、利比亚这些对手,也已经算不上可靠的能源供应地了。

 

zurilift
Yup the Americans can’t compete so they are trying to choke china’s energy supply.

没错,美国人竞争不过,就想掐断中国的能源供应。

 

albertcadgame8314
A lot of Chinese leaders are very far sighted and visionary.  - no doubt in my mind! That is why China is extraordinary as it only took China a few decades to be where they are today.

中国很多领导人都极具远见卓识。正因为如此,中国才能创造奇迹,仅用短短几十年就发展到了今天的高度。

 

douinflip
They're farsighted, but only for control and statistics and not what humans ultimately care for. That's why their civil society is so brittle, with its "harmony" relying on US military spending levels of domestic coercion.

他们所谓的远见,不过是为了管控和追求数据指标,根本不管民众真正在乎的东西。这就是为什么他们的公民社会如此脆弱,所谓的“和谐”,全靠堪比美国军费开支规模的国内高压管控来维持。

 

AlfredYHV
@douinflip We all must learn from China. China has 56 ethnicities with 90% Han Chinese, yet has no >>>racial<<< discrimination/disharmony among them.

我们都应该向中国学习。中国有56个民族,其中汉族占90%,但各民族之间完全没有种族歧视,也没有矛盾冲突。

 

freefree1219
China has 4 times the population vs US So the power need to further double in order to match US per person power use. Plus power for China being the manufacturing hub for the world

中国人口是美国的四倍,所以要想人均用电量赶上美国,发电量还得再翻一番。更何况中国还是世界制造业中心,耗电量本就更大。

 

tallest4eva
Fair, but the US is very very inefficient with that electricity. So China has a way to go, but the trends are in that direction. But the US is doubling down on fossil fuels, let's see what happens when fossil fuel demand falls globally. The prices drop, and when the entire US shale industry stops being profitable. Saudi fuel is produced at about $10/ barrel, while US shale is produced at about $30-50/barrel. It means that global oil price needs to drop by just 30% before the entire US fossil fuel industry becomes money losing.

这话没毛病,但美国的电力利用效率极低。所以中国还有一段路要走,但大趋势是对的。反观美国,还在死磕化石燃料。等着看吧,一旦全球化石燃料需求下降,油价下跌,整个美国页岩油产业都会陷入亏损。沙特石油的开采成本每桶才10美元左右,而美国页岩油的开采成本高达每桶30到50美元。这意味着,全球油价只要下跌30%,美国整个化石燃料行业就得赔钱。

 

swaco11
China produces close to 2.4x of the USA. but their infrastructure and density of the population leads to less electricity lost during transmission. Also China has more energy storage system like pump hydro and batteries that keep extra energy for later, in USA not as much extra renewable energy is stored.

中国发电量差不多是美国的2.4倍。而且得益于电网基础设施和人口密度优势,中国电力在传输过程中的损耗更低。另外中国还有抽水蓄能、电池储能等更多储能设施,可以储存多余电力以备后用,而美国的可再生能源储能规模远不如中国。

 

Kilo1992
Wow a country 4x the population and the manufacturing hub of the world produces 2x electricity than the US. Wild

哇塞,一个人口是美国四倍、还是世界制造业中心的国家,发电量居然才是美国的两倍,这也太惊人了。

 

bobjack2381
Pro US aren't happy they want to see China in destruction

亲美派可不乐意了,他们巴不得中国垮掉。

 

exstentialbaby
China needs more electrification, it has 5 times the population to take care of.

中国需要进一步推进电气化,毕竟要养活的人口是美国的五倍。

 

JesusMary_I_Loveyousavesouls
Don't forget that $90 billion spent in China on electricity infrastructure cannot be compared to similar amount in USA. The equivalent amount would be likely 3 times as much if not higher

别忘了,中国在电力基础设施上投入的900亿美元,和美国投的同数额资金完全不是一个概念。要是在美国搞同样规模的建设,成本很可能要翻三倍,甚至更高。

 

x0duzz
China already surpassed US GDP PPP in like 2017, passed US life expectancy in like 2021-2022(after covid and USA gov and society itself killed 1 million+ of their own people by putting stupidity err, i mean "freedom" over common sense, ie wearing masks, social distancing, quarantines for infected, mandatory testing, etc etc), controls global manufacturing including rare earths that USA needs to make everything from cars to electronics in everything including AI/computers/phones, or even missiles and other military weapons and systems, ford and GM would shut down, shelves would be empty, economy would crash etc. While china reached record high trade even with USA and 1 trillion surplus during trade war and decoupling from usa/west. Along with the fact that china is now self sufficient in basically everything and not just sufficient, but also sufficiently ADVANCED to be able to compete at world class levels or even LEAD them outright(AI like deepseek/Quwen/etc, semiconductor manufacturing, EV cars, rare earth processing and materials science technologies, space programs, space station, moon bases, EVERYTHING). China will have its own permanent moon base within another 10, no.. 20 years at most(conservative estimate, probably would be finished by 2035-2040). And before its complete, it will already be building in the next 5 years, and robots would be there years before humans go. Meanwhile USA cant even get to the moon or land on it anymore. Or even have a backup rocket to rescue any of their astronauts in space or ISS if anything goes wrong(which it did). USA took 6+ months to be able to rescue them and bring them back to earth. Meanwhile china took 6 days.

中国早在2017年左右,购买力平价GDP就超过了美国。2021到2022年期间,人均预期寿命也超过了美国。这还是新冠疫情之后的数据——美国政府和社会把所谓的“自由”凌驾于常识之上,反对戴口罩、保持社交距离、隔离感染者、强制检测等措施,结果导致超过一百万美国人死亡。

现在中国掌控着全球制造业,包括稀土产业。而稀土是美国制造各类产品的必需品,不管是汽车、电子产品,还是人工智能设备、计算机、手机,甚至导弹等各类军工武器装备,都离不开稀土。要是没了中国的稀土,福特、通用这些车企得停工,超市货架会空空如也,美国经济也会彻底崩盘。

反观中国,即便在中美贸易战、西方和中国脱钩的背景下,对华贸易额仍创下历史新高,贸易顺差更是突破万亿美元。如今的中国,几乎实现了全领域自给自足,而且不只是能满足需求,技术水平还达到了世界级,在很多领域甚至处于领先地位——比如深度求索、通义千问等人工智能技术,半导体制造、电动汽车、稀土加工、材料科学,还有航天工程、空间站、月球基地等,方方面面都是如此。

保守估计,中国最迟20年内就能建成自己的永久月球基地,甚至可能在2035到2040年就完工。未来五年内,基地建设就会启动。而且在人类登陆之前,机器人会提前好几年进驻月球开展工作。

再看看美国,现在连登月都做不到了,更别说在月球着陆。国际空间站或者太空中的美国宇航员一旦出事,他们连备用救援火箭都没有——而且这种险情确实发生过。当时美国花了六个多月才把宇航员救回地球,而中国完成同样的救援任务只需要六天。

 

dvd4133
Honestly Venezuela should just let China operate out of there as a base to deter US intervention

说真的,委内瑞拉真该让中国在当地建个基地,这样就能威慑美国,不让它轻举妄动。

 

jam6636
Uruguay, Brasil, Paraguay and Argentina have plenty of natural resources as well as Green Power grids that can supply the increased demand of electricity.

乌拉圭、巴西、巴拉圭和阿根廷这几个国家,不仅自然资源丰富,还有完善的绿色电网,完全能满足不断增长的电力需求。

 

johnsmith1953x
I thought China was generating 4x more power than the US? Or is that coming next year?

我记得不是说中国发电量已经是美国的四倍了吗?难道说,这个目标要明年才能实现?

 

devynclaybrooks5338
They went to China and interviewed experts and policy makers, the first person they interviewed in America is “homeowner” who’s complaining about trees and how her neighborhood character is changing oh my god America is so cooked

他们去中国采访,见的都是专家和政策制定者。可到了美国,采访的第一个人居然是个普通房主,张口闭口抱怨树木问题,说这些树破坏了她所在社区的风貌。天啊,美国真的没救了。

 

sage12389
China is unstoppable, China is the future.

中国势不可挡,中国就是未来。

 

Fienly0109
The U.S getting old and ageing fast.

美国正在快速衰落,尽显老态。

 

Qoonutz
The US is just rotting away.

美国正在一步步走向衰败。

 

yftan4353
That's why the transformers explors for cubes among the universe, energy is the only thing in the universe

难怪变形金刚要在宇宙里找能量魔方,原来能源才是宇宙间最核心的东西。

 

toastranger72
A good answer for America's adding energy infrastructure is decentralizing it. Australia put in subsidies to help install 17,000 home solar battery systems over just a few months. The US, especially under the current administration, is more of a Stick rather than Carrot system. They raise power prices to oppressive levels. Those that can afford it will buy solar. We will be taxed on our purchases, then we will be double taxed through tariffs. Those that cannot afford it... is a really good question.

美国要完善能源基础设施,最好的办法就是推进去中心化。澳大利亚几个月内就通过补贴政策,帮民众安装了1.7万套家用太阳能电池系统。

可美国呢,尤其是现任政府执政期间,做事就只会硬来,不会用激励手段。他们把电价抬到离谱的地步,家里有钱的人就只能自己装太阳能。我们买太阳能设备要缴税,之后还要被加征关税,等于缴了双重税。至于那些买不起的人。后果真的不堪设想。

 

AndreGarcia-jc1cg
I love watching programs like these and reading the comments mocking the US. As an American I don’t take offense, I’m not thin skinned. However, what I do get is that America’s lack of power is an opportunity for me to make money in solar since it’s still in its infancy here.

我就爱看这类节目,也喜欢读那些嘲讽美国的评论。作为美国人,我一点都不生气,我没那么玻璃心。不过我倒是从中看到了商机:美国能源供应不足,而太阳能产业在这里还处于起步阶段,我正好可以趁机在这个领域赚一笔。

 

nobleaxom
Does not mean shit if only 30% is nuclear renewable. Burning thermal is not wng shyt

要是只有30%的电力来自核能和可再生能源,那发电量再高也没用。靠烧煤发电根本算不上什么本事。

 

puneetwalia4698
Use laptop not computer

用笔记本电脑,别用台式机。

 

jackjhmc820
Have the best US AI models trained in China?

美国最顶尖的人工智能模型,是在中国训练出来的吗?

 

ganaspin
All US tech experts have this blind faith on "our innovation talent and vibrant private environment". They were really brainwashed to not think their innovation stems mostly from Chinese and Indian migrant descendants, and their private sector is all but a facade, with the government handing out contracts heavily favoring american companies rather than competition.

美国所有科技专家都盲目迷信“本国的创新人才和充满活力的私营经济环境”。他们被洗脑了,根本不愿承认,美国的创新成果大多来自华裔和印度裔移民后代。而且美国的私营经济说白了就是个幌子,政府签订合同时,根本不讲竞争原则,只偏袒美国本土企业。

 

exoticorb360
Whem you look at the population of china it is still not that big as america has 1 fourth of population that of china.

要是对比人均发电量就会发现,中国其实还差得远。毕竟美国人口只有中国的四分之一。

 

michaelagbayani4961
China already win this race plus china and russia build a pipe line from russia to china thats formerly powers europe now goes to china

中国早就赢得这场竞赛了。而且中俄还修建了一条输油管道,原本这条管道是向欧洲供油的,现在油气都改道运往中国了。

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