2 1 Shi Ji Jing Ji Bao Dao·2025-08-22 09:03Company Overview - Longyuan Power is one of the earliest specialized companies in wind power in China and serves as a core subsidiary of the State Energy Group's new energy sector [2] - As of the end of 2024, the company has a total installed capacity of 41.14 million kilowatts, with wind power accounting for 30.41 million kilowatts, approximately 74% of the total [2] - The company's business scope covers 32 provinces and regions in China and extends to overseas markets such as Canada and South Africa [2] Financial Performance - In the first half of 2025, Longyuan Power achieved operating revenue of 15.657 billion yuan, a year-on-year decrease of 18.61% [2] - The net profit attributable to shareholders of the parent company was 3.375 billion yuan, down 13.79% year-on-year [2] Research and Development - Despite pressure on profitability, Longyuan Power continues to increase its investment in research and development, with R&D expenditure reaching 122.26 million yuan in the first half of 2025, a year-on-year increase of 56.5% [2][3] - The company plans to implement a digital transformation upgrade over three years, aiming to maintain the largest data scale in the country, achieve the highest data quality in the industry, and deepen AI applications [2] Data Resource Growth - Longyuan Power's data resource scale significantly increased to 9.1012 million yuan in the first half of 2025, a 312% growth compared to the first quarter [4][5] - The increase in data resources is primarily attributed to capitalized R&D projects, including key technology research for high-precision renewable energy power forecasting and applications [5] Market Trends - The electricity data product market has formed a certain scale, with Longyuan Power being one of the early explorers of data resources in the electricity industry [4] - As of now, eight major data exchanges have listed 148 electricity-related data products, covering various dimensions such as enterprise electricity behavior analysis and electricity consumption credit evaluation [6][7]