GCLET(SZ:002015) He Xun Wang·2025-06-13 02:12Core Insights - The collaboration between GCL-Poly Energy and Ant Group aims to seize the trillion-level opportunities released by the electricity market reform in China [1] - The establishment of the joint venture, Ant Xinneng, focuses on integrating industry data and AI technology to enhance operational efficiency in various electricity business scenarios [2] Group 1: Market Dynamics - The National Energy Administration projects that the national electricity market transaction volume will reach 6.18 trillion kilowatt-hours in 2024, accounting for 62.7% of total electricity consumption [1] - The electricity market reform has led to increased price volatility, raising operational risks for businesses, particularly small and micro enterprises [1] Group 2: Company Initiatives - Ant Xinneng will explore new scenarios and solutions, including Energy as a Service (EaaS), leveraging AI applications in the energy sector [2] - GCL-Poly Energy and Ant Group have previously collaborated on projects, including the first photovoltaic green asset RWA transaction in December 2024 [2] Group 3: Future Projections - By 2030, the market for energy trading decision support and energy management technology services is expected to reach approximately 12 billion yuan and 59.5 billion yuan, respectively [1] - The total electricity consumption in China is projected to exceed 13 trillion kilowatt-hours by 2030 [1]