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Can US afford cost of clean-energy protectionism in race for AI capabilities?_我的网站

A |       8月11日，康师傅披露2026年半年度业绩。报告期内，公司实现营收约405.45亿元，同比增长1.1%；净利润约24.33亿元，同比增长7.1%；毛利率达35.8%，较去年同期增加1.3个百分点。    

    Illustration: Liu Xiangya/GT
Recent media reports have questioned whether a natural gas plant built to power an Amazon data center project in Texas could become the largest climate polluter in the US. The controversy, whatever the eventual outcome, offers a reality check for America's artificial intelligence (AI) drive. 
It exposes a growing contradiction: The US is racing to expand its AI capabilities, yet its protectionist trade policies are making it harder and more costly to access some of the clean-energy technologies needed to sustain that expansion. This raises a broader question: Can an energy-intensive AI race afford the costs of renewable energy protectionism?
The US is entering a new era of rising electricity demand. Data centers, the backbone of the AI economy, are emerging as one of the fastest-growing sources of power consumption. Much of that demand is still being met by fossil fuels: The International Energy Agency reports that natural gas supplies more than 40 percent of the electricity used by data centers in the US, making it their largest source of power. 
So, it's not surprising that the expansion of data centers has raised concerns over their environmental impact and the pressure they could place on local power systems and electricity bills. A Gallup survey conducted in March found that seven in 10 Americans opposed the construction of AI data centers in their local area, including 48 percent who strongly opposed such projects.
The findings point to a broader challenge for the US: The race to develop AI is increasingly becoming a race to meet growing energy needs. Addressing this challenge will require more than advances in computing technology; it will also depend on an energy system capable of delivering large amounts of reliable, affordable and cleaner power. That, in turn, will require faster development and broader deployment of clean-energy technologies, from solar power to energy storage.
Yet in the clean-energy sector, the US has increasingly relied on protectionist trade measures that limit access to cost-competitive products from global markets. The country has placed greater emphasis on expanding domestic manufacturing capacity, but rebuilding entire clean-energy supply chains at home is a costly and time-consuming process. Even if expanded domestic production is achieved, it is likely to come at a higher cost, making the deployment of renewable technologies more expensive and potentially slower.
The solar industry offers a clear illustration of this policy direction. The US has continued to expand trade barriers in the sector. Reuters reported that the US government announced on Thursday a series of price floors and a 15 percent tariff on products made from polysilicon, a raw material used in solar panels.
The challenge lies in the limited scale of the US polysilicon industry. Reuters reported that the country has two polysilicon factories. Against this backdrop, relying on domestic polysilicon production while restricting access to imports runs counter to the goal of expanding solar power in the US. The country risks creating barriers that ultimately constrain its own access to the global supply chains needed for growth.
The pressing issue for the US is the speed at which new power demand is emerging. The expansion of data centers is creating electricity needs that cannot wait for domestic clean-energy capacity to develop gradually. Global supply chains can provide the scale and speed required in the near term. By narrowing access to these sources, the US risks turning clean-energy policy into a drag on the infrastructure needed for its AI race.
The US has placed AI high on its economic and technological agenda. The outcome of this race will matter greatly, as financial markets are also watching whether America can turn its AI efforts into commercial success.
This leaves the US with a difficult choice: Can it afford the cost of clean-energy protectionism while racing to build AI infrastructure? The answer may be no. Trade barriers that limit access to competitive renewable technologies could ultimately become a constraint on the AI expansion that Washington is seeking to accelerate.
The author is a reporter with the Global Times. [email protected]

。  上半年，康师傅坚持“经典产品持续迭代+创新品类分层布局”双线并行策略，经典大单品持续增长，为创新业务提供稳定现金流和渠道土壤。康师傅表示，接下来宏观环境虽仍有不确定性，但行业升级与数字化转型趋势深化，压力中蕴含着发展机遇。

B |   大单品“长青” 瞄准年轻市场打造产品壁垒  2026年上半年，康师傅方便面、饮品业务依旧保持增长态势。数据显示，方便面业务营收约137.33亿元，同比增长2%，毛利率同比提高2.5个百分点至30.3%；饮品业务营收约265.41亿元，同比增长0.7%，毛利率同比提高0.7个百分点至38.4%，其中，即饮茶业务实现同比9.1%的增长。

C |   中金公司近期研报称，康师傅饮料在竞争加剧及天气负面影响下仍保持稳健，体现了“较为稳定的饮料基本盘”。  优势单品得以“长青”的背后，是康师傅精准锁定年轻化营销，持续进行品类创新和渠道深耕。

D | 冰红茶不是“原地踏步”，而是持续完成配方改良、细分风味拓展、场景化新品孵化，抓住新生代消费者，实现经典产品二次、三次增长。例如，能量冰红茶锚定“功能+即饮茶”跨界赛道，产品以“红茶天然咖啡因+植物精华配方”切入年轻消费者提神需求，主打更高能、更好喝、更天然能量补给新选择，满足低糖、轻负担畅饮体验。  康师傅旗下另一款国民大单品红烧牛肉面在持续深化航天主题营销的同时，携手去哪儿网深度绑定出行场景，精准承接出行客群流量，有效驱动业绩增长。  食品产业分析师朱丹蓬认为，消费品行业普遍存在新品寿命较短、爆品难以复制的难题。康师傅能够运营红烧牛肉面、冰红茶这样的国民单品数十年，且持续穿越周期实现增长，这种能力在今天的消费品行业，本身就是一种稀缺的经营壁垒。  “健康化”与“多元化” 激活增长新动能  伴随消费需求的转变，康师傅也在发展中主动“求新”与“求变”，产品不断向“健康化”“多元化”升级。  红烧牛肉面依托航天专利技术夯实“天选好面”高品质产品形象的同时，鲜Q面等非油炸产品驱动健康化转型，合面跳出“速食即妥协”的传统标签还原正餐体验，火鸡面、风味环游系列等则持续拓圈，满足寻求新鲜感的受众人群，开辟增长新曲线。

E | 2026年上半年，康师傅方便面业务净利润同比增长5.5%。  艾媒咨询分析师认为，对于方便面品牌而言，唯有回归产品本源，在口味创新、品质升级、绿色转型方面形成合力，才能在日益挑剔的消费市场中实现持续增长。  饮品方面，公司对消费者健康需求持续前瞻。比如，果茶系列“青梅绿茶”“青提绿茶”结合降糖25%配方优化，满足消费者轻负担、健康化饮品需求；旗下pH9.0电解碱性水上新柠檬味，主打“水+柠檬提取物”简洁配方，坚持0糖、0脂、0小苏打理念，围绕火锅、海鲜、聚餐等高客流餐饮场景拓展消费，打造差异化碱性水饮用体验。  寻找“绿意” ESG带动长期“生命力”  从更长远来看，康师傅始终相信可持续发展才是好发展。多年来，公司积极践行“家园常青，健康是福”的可持续发展理念，坚守营养健康和品质安全，推动全产业链绿色转型。  扩大光伏部署与绿电采购，推动设备升级与工艺优化，深化全产业链节能减排；推进PET瓶型优化等包材减量计划，减少废弃物产生……ESG理念每年为康师傅实打实省下超1亿元的“真金白银”。

F |   例如，方便面事业部部分工厂推进生产设备设施优化工作，将原有的低效锅炉替换为热效率更高的低氮冷凝锅炉，每年可减少天然气使用143万立方米，减少温室气体排放2.2万吨，节省运营成本约900万元。  还有康师傅饮品事业部部分工厂优化锅炉配置，提高锅炉燃料使用效率，每年可节省天然气消耗量约185万立方、减少二氧化碳排放约3500吨；各工厂通过制定各类措施大幅提升水资源利用率，单位产品耗水量得以下降10.53%。  记者了解到，康师傅今年5月还携手50余家合作伙伴举办了首届可持续发展生态大会，致力于构建“务实、协同、长效”的产业生态，带动上下游企业共同实现可持续发展。  展望2026年全年，康师傅表示，力争全年业绩稳健向好，持续为消费者、股东及社会创造稳健价值。集团将秉持稳健经营的长期主义原则，依托年轻化与数智化组织效能，聚焦主业，推进高质量发展；也将持续践行可持续发展理念，坚守食品安全底线，协同产业链共建良性生态，夯实民族品牌优势。（记者 严晓菲）。

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