Core Insights - The integration of artificial intelligence (AI) with the energy sector is accelerating, driven by the need for precise forecasting and intelligent trading strategies in a new power system [1][4] - The company aims to leverage its technological advantages to maintain a leading position in the renewable energy information service market, capitalizing on policy benefits and industry opportunities [1][5] AI Model Development - The company has developed the "Kuangming" AI model for renewable energy, which has undergone two significant upgrades this year, enhancing forecasting accuracy for wind and solar power by 1%-1.5% [2][3] - The latest version of the model (3.0) incorporates extreme weather data to improve prediction accuracy and allows for pricing every 15 minutes, thereby increasing revenue per kilowatt-hour [2][3] Revenue Growth - The company's revenue from renewable energy power forecasting reached 205 million yuan, a year-on-year increase of 55.14% [2][3] - The growth in revenue is attributed to the significant increase in installed renewable energy capacity and the rising demand for distributed photovoltaic power forecasting [3] Business Strategies - The company employs three main strategies to enhance customer retention and renewal rates: optimizing algorithms, establishing a nationwide 24/7 operational service system, and adapting products to meet provincial grid assessment changes [3] - In addition to traditional forecasting, the company has begun to see success in innovative areas such as energy storage management, electricity trading, and virtual power plants, generating 16 million yuan in revenue [3][4] Virtual Power Plant and Storage Solutions - The company has gained access to multiple provinces for load aggregation and has signed contracts for controllable load resources, positioning itself as a key player in the virtual power plant market [4] - The company’s products support gigawatt-level energy storage operations and have achieved technological breakthroughs in overseas microgrid projects [4] Future Plans - The company plans to deepen the application of its AI model in power forecasting, electricity trading, and virtual power plants, aiming to increase market share in distributed energy [5][6] - Future efforts will focus on further iterations of the "Kuangming" model and expanding operational management services for various types of customers in electricity trading [6]

Core Viewpoint - Guoneng Rixin has achieved rapid growth in both revenue and profit in the first half of 2025, with improving profitability [1] Group 1: Financial Performance - In the first half of 2025, the company experienced a significant increase in revenue and profit, benefiting from the rapid growth of the overall installed capacity of renewable energy and new market opportunities arising from distributed management requirements [1] - The net increase in the number of power station users reached 1,116, representing a 26% growth compared to the service scale at the end of 2024, significantly exceeding historical levels [1] Group 2: Technological Advancements - The company completed the iteration upgrade of the "Kuangming" renewable energy model to version 2.0 in May 2025, enhancing model technology, stability, and overall performance, which improved the comprehensive accuracy of renewable energy forecasting across the network [1] Group 3: Market Outlook - The company primarily provides information technology products and related services for the electricity market, and with the rapid development of the renewable energy industry in China, it is poised for substantial growth opportunities in the future [1] - Given the growth potential of the industry and the company's ongoing business development, a "buy" rating is maintained [1]

Group 1 - The core viewpoint of the report is that Guoneng Rixin (301162.SZ) is given a "buy" rating due to its rapid revenue and profit growth, along with improving profitability [1] - The number of power prediction service power plants has reached a record high, driving good business growth [1] - The company is deeply exploring the application of AI technology to strengthen its underlying algorithm capabilities [1] Group 2 - The report highlights several risks including industry policy changes, market competition, accounts receivable risks, and rising labor costs [1] - Other risks mentioned include the potential increase in costs due to business and technological innovations, changes in tax incentives and fiscal subsidies, and intellectual property risks [1]

证券代码：301162 证券简称：国能日新 公告编号：2025-107 国能日新科技股份有限公司 2025年第二次临时股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 1、本次股东大会没有出现否决议案的情况； 2、本次股东大会不涉及变更以往股东大会已通过决议的情况； 3、本次股东大会以现场与网络投票相结合的方式召开。 特别提示： 一、会议召开和出席的情况 （一）会议召开情况 1、会议召开时间： 5、会议主持人：董事长雍正先生。 本次股东大会的召集、召开符合有关法律、行政法规、部门规章、规范性 文件和公司章程等的规定。 （二）会议出席情况 1、出席会议股东的总体情况 参加本次股东大会现场会议和网络投票的股东及股东代理人共 85 人，代表 股份 84,908,507 股，占公司有表决权股份总数的 64.0414％。 2、现场会议股东出席情况 （1）现场会议召开时间：2025年9月10日（星期三）下午14：30 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时 间为2025年9月10日的交易时间，即9:15-9:25，9:30-11 ...

中国北京建国门外大街 1 号国贸写字楼 2 座 12-14 层 100004 12-14th Floor, China World Office 2, No. 1 Jianguomenwai Avenue, Beijing 100004, China 电话 Tel: +86 10 6563 7181 传真 Fax: +86 10 6569 3838 电邮 Email: beijing@tongshang.com 网址 Web: www.tongshang.com 关于国能日新科技股份有限公司 2025年第二次临时股东大会的法律意见书 致：国能日新科技股份有限公司 受国能日新科技股份有限公司(以下简称"公司")聘请，北京市通商律师事务 所指派律师出席了公司2025年第二次临时股东大会，并依据《中华人民共和国公 司法》(以下简称"《公司法》")、《中华人民共和国证券法》(以下简称"《证券 法》")、中国证券监督管理委员会发布的《上市公司股东大会规则》(以下简称"《股 东大会规则》")、《深圳证券交易所股票上市规则》(以下简称"《上市规则》") 及《国能日新科技股份有限公司章程》(以下简称"《公司章程》")的规定， ...

分红方面，国能日新A股上市后累计派现1.93亿元。近三年，累计派现1.61亿元。 机构持仓方面，截止2025年6月30日，国能日新十大流通股东中，诺德价值优势混合（570001）位居第 五大流通股东，持股239.15万股，为新进股东。华夏新兴经济一年持有混合A（012719）退出十大流通 股东之列。 责任编辑：小浪快报 资料显示，国能日新科技股份有限公司位于北京市海淀区西三旗建材城内1幢二层227号，成立日期2008 年2月2日，上市日期2022年4月29日，公司主营业务涉及向新能源电站、发电集团和电网公司等新能源 电力市场主体提供以新能源发电功率预测产品(包括预测系统及功率预测服务)为核心,以新能源并网智能 控制系统、新能源电站智能运营系统、电网新能源管理系统为拓展的新能源信息化产品及相关服务。主 营业务收入构成为：新能源发电功率预测产品69.49%，新能源并网智能控制系统17.29%，其他产品与 服务11.30%，其他(补充)1.93%。 国能日新所属申万行业为：计算机-软件开发-垂直应用软件。所属概念板块包括：新能源、光伏玻璃、 储能、太阳能、智能电网等。 截至6月30日，国能日新股东户数6586.00 ...

证券代码：301162 证券简称：国能日新 公告编号：2025-106 国能日新科技股份有限公司 关于部分监事、高级管理人员减持股份实施完成的公告 国能日新科技股份有限公司（以下简称"公司"）于 2025 年 8 月 12 日披露 了《关于部分董事、监事、高级管理人员减持股份的预披露公告》（公告编号： 2025-086）。因个人资金需求，公司监事刘可可先生计划在上述预披露公告披露 之日起十五个交易日后的三个月内（即 2025 年 9 月 3 日—2025 年 12 月 2 日） 以集中竞价交易或大宗交易方式合计减持公司股份不超过 17,000 股（占本公司 总股本比例 0.01%）；高级管理人员啜美娜女士计划在上述预披露公告披露之日 起十五个交易日后的三个月内（即 2025 年 9 月 3 日—2025 年 12 月 2 日）以集 中竞价交易方式合计减持公司股份不超过 5,000 股（占本公司总股本比例 0.004%）。 公司于近日收到监事刘可可先生、高级管理人员啜美娜女士分别出具的《关 于减持计划实施完成的告知函》，获悉刘可可先生、啜美娜女士减持计划已实施 完成，现将具体情况公告如下： 一、股东减持情况 | ...

Core Viewpoint - Company is focusing on the development of AI large models, specifically the "Kuangming" new energy model, to enhance its capabilities in power prediction and extreme weather response in the renewable energy sector [1][2]. Group 1: AI Model Development - Company has invested significantly in R&D, leading to the release of the "Kuangming" new energy model version 3.0 on August 29, 2025, which improves long-term trend analysis and extreme weather response capabilities [1]. - The model leverages over 15 years of power prediction data and a multidisciplinary team of over 100 engineers and experts [1]. Group 2: Application in Power Prediction - The "Kuangming" model has refined the granularity of weather factor predictions, enhancing accuracy in power forecasting for both grid and power station sides [2]. - In the electricity trading sector, the model integrates with actual trading scenarios, significantly improving trading revenues through advanced data analytics and AI [2]. Group 3: Market Expansion and Performance - In the first half of 2025, the company added 1,116 new power prediction station users, a 26% increase from the end of 2024, bringing the total to 5,461 stations [3]. - The renewal rate for power prediction service fees has remained above 95%, indicating strong customer retention and growth potential [3]. Group 4: Policy and Market Demand - The growth of distributed photovoltaic systems has led to increased demand for power prediction services, driven by new regulatory requirements from the National Energy Administration [4]. - The company is positioned to benefit from these regulatory changes, which are expected to drive further growth in its service offerings [4]. Group 5: Competitive Landscape - The distributed power prediction market is characterized by a low participation rate from large integrated companies, with most competitors being specialized third-party firms and smaller regional companies [5]. - Company aims to capture a larger market share in this fragmented landscape by expanding its service offerings [5]. Group 6: Financial Performance - For the first half of 2025, the company reported a revenue of 321 million yuan, a year-on-year increase of 43.15%, and a net profit of 45.97 million yuan, up 32.48% [7]. - The gross margin for the power prediction business has declined due to changes in revenue structure, with equipment sales increasing relative to service fees [6].

Group 1 - The core viewpoint of the news is that Guoneng Rixin (国能日新) is actively engaging with investors and has reported its revenue composition for the first half of 2025, indicating a strong focus on the energy information technology sector [1] - As of the latest report, Guoneng Rixin's market capitalization stands at 7.9 billion yuan [2] - The revenue composition for Guoneng Rixin in the first half of 2025 shows that the energy information technology industry accounts for 89.82% of total revenue, while comprehensive energy services make up 10.18% [1]

Group 1: AI Model Development and Applications - The company has developed the "Kuangming" new energy model 3.0, leveraging over 15 years of power prediction data and a multidisciplinary team of over 100 AI engineers and dozens of PhD experts [2][3] - The model enhances long-term trend analysis and extreme weather response capabilities, significantly improving economic efficiency in energy management [2][3] - The model's application in power prediction and grid management has improved accuracy in predicting power generation and extreme weather events [2][3] Group 2: Market Expansion and Performance Metrics - In the first half of 2025, the company added 1,116 new power prediction users, a 26% increase compared to the end of 2024, bringing the total to 5,461 [3][4] - The renewal rate for power prediction service fees has consistently remained above 95%, indicating strong customer retention and growth [3][4] Group 3: Policy and Market Demand Changes - The National Energy Administration's guidelines emphasize the "four controllable" management requirements for distributed photovoltaic systems, impacting market demand for power prediction services [4][5] - The growth in distributed photovoltaic installations has significantly influenced the company's service expansion, particularly in the distributed power prediction sector [4][5] Group 4: Competitive Landscape and Profitability - The distributed power prediction market is characterized by numerous small-scale projects, with larger integrated companies showing less interest in this segment [5] - The decline in the overall gross margin for power prediction services in the first half of 2025 is attributed to changes in revenue structure, with increased revenue from power prediction equipment affecting margins [5]