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远景胡洋谈人工智能超级储充网络:推动未来城市新基建
Xin Lang Cai Jing·2025-08-30 02:40

Core Viewpoint - Envision Group has launched an AI Super Storage and Charging Network, aiming to create a smart energy ecosystem through the integration of four networks: ultra-fast charging, energy storage, smart microgrids, and virtual power plants [1][4]. Group 1: AI Super Storage and Charging Network - The AI Super Storage and Charging Network is designed to provide efficient green energy replenishment for electric vehicles, manage peak shaving and energy shifting, and facilitate flexible coordination of distributed energy and loads [1][2]. - The network is positioned as a new infrastructure for cities, collaborating with governments and power grids to address challenges faced in the distribution network, particularly in the "last mile" [1][2]. Group 2: Relationship with Power Grids - The network aims to assist power grids by reducing their operational stress and responding to grid dispatch needs, thereby enhancing asset efficiency and energy efficiency [2]. - Envision Group emphasizes a cooperative relationship with power grids, focusing on solving practical issues at the terminal level [2]. Group 3: Business Model and Financial Aspects - The AI Super Storage and Charging Network is expected to generate stable cash flows through its self-developed microgrid intelligent control terminals and AI algorithms, optimizing operational costs and revenues [3]. - The network's design involves top-down planning in collaboration with government entities, ensuring effective network construction and participation in power market services [3]. Group 4: Implementation and Future Plans - Demonstration projects for the integrated "light-storage-charging" and "AI storage and charging network + virtual power plant" are being implemented in various regions, including Chengdu, Baicheng, Ordos, Yancheng, and Nantong [4]. - Future expansions are planned in major areas such as Shanghai, Sichuan-Chongqing, Jiangsu, Inner Mongolia, Guangdong, and Henan [4].