AI+能源大潮已至，智能化升级催生新的机遇

Core Insights - The report highlights the integration of artificial intelligence (AI) in various energy sectors, emphasizing its potential to enhance operational efficiency and drive innovation in traditional power generation, renewable energy, coal, and petrochemical industries [2][3][4]. AI in Traditional Power Generation - For thermal power, AI applications focus on fuel management, production optimization, and lifecycle management [3]. - Hydropower integration involves intelligent geological surveying, equipment installation, and operational forecasting [3]. - Nuclear power emphasizes operational monitoring and exploring controlled nuclear fusion technology [3]. AI in Renewable Energy - The demand for power trading software and operational monitoring systems is expected to rise, alongside the growth of virtual power plants and smart microgrids [3]. AI in Coal Industry - The coal sector is urged to adopt AI for high-quality transformation, covering areas such as geological exploration, mining, production scheduling, and safety management [3]. AI in Petrochemical Industry - AI is anticipated to upgrade the entire petrochemical supply chain, enhancing decision-making precision and operational efficiency in oil and gas sectors [4]. - The development of intelligent equipment in oil services is seen as a competitive advantage, with the global smart oil and gas market expected to grow [4]. Investment Recommendations - Suggested companies in the electric and new energy sectors include Guoneng Rixin, Weisheng Information, and Zeyu Intelligent [5]. - In the power sector, recommended firms include Huaguang Huaneng and China Nuclear Power [5]. - For coal, companies like Tiandi Technology and Longsoft Technology are highlighted [5]. - In the petrochemical sector, China National Petroleum and Sinopec are noted as key players [5].