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"description": "中石化加速转型,聚焦高值化材料、新能源、AI高速通讯及半导体材料,拟活化除役2年的头份苗栗厂,与外部团队建置AI算力中心,首期规模5MW、建置约20亿元;第2期拟扩至50MW至100MW。",
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"content": "<p>石化业近年受中国产能快速扩张影响,加上战争影响油价、全球石化业低迷下,近年也加快转型脚步,中石化(1314-TW)董事长葛树人今(17)日表示,中石化近年已逐步降低传统石化业的比重,聚焦高值化材料,新能源、AI高速通讯及半导体材料为新成长动能,并持续评估AI DC(AI资料中心)建置。中石化也将与外部团队合作建置AI算力中心,据协力厂商表示,首期规模将达5MW,规模建置将达20亿元。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6609297/l/58e58771210aaa871798d7c3ec75db7d.jpg\" alt=\"中石化力拚转型切入AI市场 预计首期算力中心规模达20亿元\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>葛树人指出,全球石化产业经营环境相当辛苦,在中国快速扩充石化产能,使台湾业者面临成本及价格竞争压力,加上战争及原油波动影响,都增加石化业者负担,中石化一定要寻找新的发展方向,也锁定AI资料中心、精细化工及环保再生等方向。</p>\n\n<p>中石化目前已规划活化已除役约2年的头份苗栗厂,预期将利用约8.7万坪土地,既有厂房、发电机组、冷却设备与台电原有线路,与外部团队共同建置AI算力中心,第1期为5MW,目前已有潜在算力买主,至于第2期有望扩大至50 MW至100MW,第3期则因厂商合作条件协商仍持续在评估中。</p>\n\n<p>据中石化协力规划AI算力中心建置的能源厂商表示,中石化首期5MW的建置规模有望达到20亿元,以AI算力中心来说,规模并不大,但仍是中石化展现转型的决策之一。</p>\n\n<p>在合作规模上,中石化主要是提供土地、厂房及设备,土地及厂房采承租方式,由合作伙伴负责筹措资金与建置算力中心,未来也规划成立合资公司。</p>\n\n<p>目前中石化头份厂内还有约2.5万、3万坪化工厂区,因设备仍具利用价值,已经有半导体业者表达兴趣,公司将评估整合出售或合作开发;加上既有的废水处理设施,将可延伸至环保及水资源再生业务。</p>\n\n<p>葛树人也表示,中石化的转型不能只停留在愿景,也不能把一次的资产处分视为转型的完成,公司将在改善石化本业的同时,推动资产活化与高值材料商业化,并持续评估AI DC、环保绿能等新事业发展机会,以具体进展检验成果、期盼为股东创造长期价值。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-10233.html\" title=\"AI导入照护蓝海!工研院携手泰升攻4亿商机 经济部展30项高龄黑科技\">AI导入照护蓝海!工研院携手泰升攻4亿商机 经济部展30项高龄黑科技</a></li>\n <li><a href=\"/new/tw/article-8716.html\" title=\"巨亨速报 - Factset 最新调查:旺宏(2337-TW)EPS预估上修至15.9元,预估目标价为183元\">巨亨速报 - Factset 最新调查:旺宏(2337-TW)EPS预估上修至15.9元,预估目标价为183元</a></li>\n <li><a href=\"/new/tw/article-5482.html\" title=\"劳动基金大手笔!5大投信获委托代操550亿元 锁定台股ESG题材\">劳动基金大手笔!5大投信获委托代操550亿元 锁定台股ESG题材</a></li>\n <li><a href=\"/new/tw/article-10589.html\" title=\"营收速报 - 国建(2501)7月营收24.81亿元年增率高达119.67%\">营收速报 - 国建(2501)7月营收24.81亿元年增率高达119.67%</a></li>\n <li><a href=\"/new/tw/article-7556.html\" title=\"〈焦点股〉贸联-KY随大盘强劲反弹 冲涨停重返2000元大关\">〈焦点股〉贸联-KY随大盘强劲反弹 冲涨停重返2000元大关</a></li>\n <li><a href=\"/new/tw/article-5974.html\" title=\"日立永大电梯聚焦三大核心布局 今年业绩目标冲90亿元\">日立永大电梯聚焦三大核心布局 今年业绩目标冲90亿元</a></li>\n </ul>\n</div>",
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"createdAt": "2026-09-17T11:57:18.000Z",
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