MYSE(SH:601615) Zheng Quan Shi Bao Wang·2025-09-11 05:50Core Insights - Mingyang Smart Energy has launched a 200MW integrated source-network-load-storage project in Zhangjiakou in collaboration with Alibaba, which aims to provide stable green electricity for data centers [1][2] - The project is expected to generate an annual electricity output of 797 million kilowatt-hours and is part of China's broader push for green energy in data centers, targeting an 80% green electricity usage by 2025 [2][3] - The rapid growth of artificial intelligence is driving the demand for computing power, necessitating a shift towards greener energy solutions [1][3] Group 1 - The Zhangjiakou project represents the first green electricity and computing power integration initiative in the region, with a total investment of 1.4 billion yuan and covering an area of 52.5 acres [2] - The project is positioned as a key component of China's "East Data West Computing" initiative, enhancing local economic development while optimizing energy supply mechanisms [2] - Mingyang Smart Energy is also advancing its AI technology initiatives, launching a smart wind farm management platform that integrates digital and intelligent solutions for operational efficiency [3][4] Group 2 - The "Mingzhi Consultant" intelligent system utilizes domestic large models to create a specialized cognitive framework for wind turbine operations, significantly reducing operational costs and improving efficiency [4] - By mid-2025, the platform has been deployed in over ten wind farms, achieving notable improvements in electricity generation and operational reliability [4] - The company aims to further integrate AI technology in the energy sector, focusing on innovative strategies for offshore, desert, and integrated energy solutions [5]