EB SECURITIES: "Algorithmic Collaboration" has been included in the national strategy, focusing on three dimensions: green electricity, intelligent scheduling, and algorithm transfer.

EB SECURITIES released a research report stating that in March 2026, "Algorithm-Electricity Synergy" was first included in the national strategy in the Government Work Report, and will be promoted as a key focus of the new infrastructure project. Algorithm-electricity synergy involves the deep integration of computational power networks with new types of electrical systems, relying on technology such as local consumption of green energy, flexible peak shaving of virtual power plants, and intelligent migration of computational power across regions. By combining integrated generation, grid, load, and storage with intelligent scheduling, it aims to guide computational power loads towards areas rich in green energy, low electricity prices, and surplus grid capacity. The report focuses on three dimensions: primary supply of green energy, smart scheduling, and computational power migration. Key points from EB SECURITIES include: - "Algorithm-Electricity Synergy" being included in the national strategy and promoted as a key focus of the new infrastructure project. - The initiation of the "East data, West algorithm" strategy at the start of the 14th Five-Year Plan, with a focus on the challenges of energy supply brought about by the relocation of data centers to the west. In 2023, the concept of "Algorithm-Electricity Synergy" was first introduced at the policy level. The "Special Action Plan for the Green and Low-carbon Development of Data Centers" was launched in 2024, specifying tasks such as increasing the proportion of green energy in new national hub data centers. In March 2026, the Government Work Report officially included "Algorithm-Electricity Synergy" in the national strategy as a key focus of the new infrastructure project. - Algorithm-electricity synergy is based on deep collaboration between new electrical systems and a national integrated computational power network. - The core of algorithm-electricity synergy lies in driving deep integration between computational power networks and electrical systems across all aspects, including planning, operation, dispatch, market transactions, and technological innovation. - Focusing on three dimensions: primary supply of green energy, smart scheduling, and computational power migration. - By leveraging the deep linkage between computational power networks and new electrical systems, algorithm-electricity synergy aims to guide computational power loads towards areas rich in green energy, low electricity prices, and surplus grid capacity through technologies such as local consumption of green energy, flexible peak shaving of virtual power plants, and intelligent migration of computational power across regions. The report also discusses the risks associated with policy implementation delays, unexpected developments in renewable energy projects, AI and new technology development.