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"title": "能源高涨与电网需求交织 日立关注小型模组化反应炉潜力",
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"description": "日立能源考虑在日本开发SMR，称高能源成本使社会对核能态度转向 Schierenbeck指SMR约5至10年可建成，关键在与社区对话并带来经济收益 日立能源砸逾90亿美元扩建变压器产能，因AI资料中心与电气化需求暴增",
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"content": "<p>据日立能源业务负责人透露，随着高昂的能源成本促使公众舆论转向支持核能，该公司正探讨在日本开发小型模组化反应器(SMR)。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6630164/l/837cdb25d8176f2aa7dfc3d247a48998.jpg\" alt=\"能源高涨与电网需求交织 日立关注小型模组化反应炉潜力\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>日立能源执行长Andreas Schierenbeck指出，能源价格居高不下正在改变大众立场，社会对核能作为低成本电力来源的态度已出现微妙转变。</p>\n\n<p>小型模组化反应炉(装置容量在300百万瓦以下)被视为促进能源去碳化、特别是协助难减排产业脱碳的重要途径，目前全球已有约70个开发项目推进中。针对外界对福岛核灾阴影的疑虑，Schierenbeck予以淡化，并表示从零开始兴建一座SMR约需5至10年，发展关键在于与在地社区维持良好对话并带来经济收益。</p>\n\n<p>虽然日本政府积极推动核电厂重启以减少对化石燃料的依赖，但受限于严格监管，目前全日本33座可运作反应炉中仅有15座恢复运作。</p>\n\n<p>除了核电布局，日立能源同时投入超过90亿美元扩建全球变压器等电网设备产能，以因应人工智慧(AI)资料中心与产业电气化的爆发性需求。</p>\n\n<p>Schierenbeck分析，新建变压器工厂需3至4年，而资料中心仅需约2年即可建成，建造速度落差导致严重的供需失衡，工厂目前已采三班制全负载生产。</p>\n\n<p>Schierenbeck预期，全球电气化带动的强劲需求将至少持续10至15年。虽然大型资料中心的电力需求已从5年前的40至50百万瓦(MW)暴增至2吉瓦(GW)规模，但他形容AI仅是「锦上添花」，真正推动需求的主因是产业转型与再生能源并网。</p>\n\n<p>谈及能源政策，Schierenbeck强调需兼顾价格、永续性与安全性，并提醒：「采取应对措施固然需要成本，但若什么都不做，未来的代价将会昂贵许多。」</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/hour/article-20207.html\" title=\"艾司摩尔Q3营收117亿欧元写新猷 客户急卡位2030年设备订单\">艾司摩尔Q3营收117亿欧元写新猷 客户急卡位2030年设备订单</a></li>\n <li><a href=\"/hour/article-20153.html\" title=\"美军封锁！伊朗海上原油出口「清零」美国达到多年制裁未能实现效果\">美军封锁！伊朗海上原油出口「清零」美国达到多年制裁未能实现效果</a></li>\n <li><a href=\"/hour/article-20209.html\" title=\"痛批蓄意推高油价！川普：胡塞武装这波行动「非常恶劣」 可能要求土耳其加入打击\">痛批蓄意推高油价！川普：胡塞武装这波行动「非常恶劣」 可能要求土耳其加入打击</a></li>\n <li><a href=\"/hour/article-20196.html\" title=\"比亚迪「大汉 EV」正式上市 ：纯电续航1008公里 标配后轮转向\">比亚迪「大汉 EV」正式上市 ：纯电续航1008公里 标配后轮转向</a></li>\n <li><a href=\"/hour/article-20152.html\" title=\"台湾人均退休缺口4400万！富达调查：6成盼月花5万 却卡关「3大困境」\">台湾人均退休缺口4400万！富达调查：6成盼月花5万 却卡关「3大困境」</a></li>\n <li><a href=\"/hour/article-20163.html\" title=\"沙乌地阿美警告：全球原油库存逼近危险低点 补回恐需两年\">沙乌地阿美警告：全球原油库存逼近危险低点 补回恐需两年</a></li>\n </ul>\n</div>",
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