Zhong Guo Ji Jin Bao·2025-09-01 15:54Core Insights - The three listed companies under China Southern Power Grid have reported their performance for the first half of 2025, highlighting their growth amidst the "dual carbon" goals and the integration of AI technologies [1][3][4]. Group 1: Company Performance - In the first half of 2025, South Power Storage achieved a revenue increase of 13.38% to 3.301 billion yuan and a net profit growth of 32.93% to 832 million yuan [5][6]. - South Power Energy reported a revenue increase of 21.13% to 1.603 billion yuan and a net profit increase of 4.48% to 214 million yuan [10][11]. - South Power Technology experienced a slight decline in both revenue and net profit compared to the previous year [2][3]. Group 2: Strategic Initiatives - The companies are focusing on capitalizing on the "dual carbon" opportunities, with South Power Storage emphasizing its strategic advancements in pumped storage and new energy storage [8][9]. - South Power Energy is actively expanding its energy-saving services, contributing to the reduction of carbon emissions and enhancing its market presence [9][10]. Group 3: AI Integration - All three companies are embracing AI technologies to enhance their operations, with South Power Storage developing proprietary innovations in "AI + pumped storage" [13]. - South Power Energy has established an AI team to drive industry upgrades and implement AI applications in comprehensive energy solutions [14]. - South Power Technology is advancing its AI capabilities in safety monitoring and has developed algorithms for various operational scenarios [17]. Group 4: IPO Developments - South Power Digital is progressing with its IPO application for the ChiNext board, aiming to raise 2.554 billion yuan for projects focused on advanced AI platforms and smart production applications [19][20]. - The company has built the largest AI sample library in the power sector and aims to become a leading enterprise in the digital energy field [19][21].