YEIC(SZ:002053) Xin Hua Cai Jing·2025-04-29 06:44Core Viewpoint - The power industry in China is facing challenges in high-quality development amid evolving energy supply and demand dynamics, with Yunnan province playing a crucial role in energy supply for southern regions like Guangdong and Guangxi [2] Group 1: Energy Supply Challenges - Yunnan province is experiencing a "three shortages" dilemma: lack of electricity, wasted electricity, and insufficient adjustment capacity, leading to structural contradictions in power supply [3] - By the end of 2024, Yunnan's installed capacity of renewable energy has surpassed 54 million kilowatts, but the lack of peak regulation capacity results in both annual power shortages and difficulties in timely consumption [3] Group 2: Solutions and Innovations - Yunnan Energy Investment Group is constructing two shared energy storage power stations with a total capacity of 400 megawatts, expected to reduce wasted wind and solar energy by over 500 million kilowatt-hours annually [3] - The company is also implementing an intelligent scheduling system that utilizes AI algorithms to predict weather changes and optimize power generation plans, achieving a prediction accuracy of 92% [3] Group 3: Integrated Energy Development - Yunnan Energy Investment Group aims to create an integrated base for wind, solar, and hydropower, with a total controlled power generation capacity of 7.9 million kilowatts, of which wind and solar account for 46% [4] Group 4: Green Transformation of Coal Power - Coal power still accounts for nearly 60% of total power generation in China, playing a significant role in energy security and flexibility [5] - The introduction of advanced technologies in coal power generation, such as a 700MW ultra-supercritical circulating fluidized bed unit, has reduced coal consumption to 265 grams per kilowatt-hour, resulting in a carbon dioxide emission reduction of 500,000 tons annually [6] Group 5: Digital Energy Ecosystem - The digital energy market in China is projected to reach $15.2 billion in 2024 and expand to $88.1 billion by 2029, indicating accelerated investment and development in this sector [7] - Yunnan Energy Investment Group is advancing 19 major digital initiatives in 2024, achieving significant results in technological innovation and digital empowerment [7] - The implementation of a coal procurement platform has reduced transaction cycles from 15 days to 72 hours, while a blockchain-based platform has integrated over 2,000 suppliers, significantly lowering transaction costs [8]