国能日新：聚焦“AI+新能源”大模型助力电力交易收益提升

Core Insights - The integration of artificial intelligence (AI) with the energy sector is accelerating, driven by the need for precise forecasting and intelligent trading strategies in a new power system [1][4] - The company aims to leverage its technological advantages to maintain a leading position in the renewable energy information service market, capitalizing on policy benefits and industry opportunities [1][5] AI Model Development - The company has developed the "Kuangming" AI model for renewable energy, which has undergone two significant upgrades this year, enhancing forecasting accuracy for wind and solar power by 1%-1.5% [2][3] - The latest version of the model (3.0) incorporates extreme weather data to improve prediction accuracy and allows for pricing every 15 minutes, thereby increasing revenue per kilowatt-hour [2][3] Revenue Growth - The company's revenue from renewable energy power forecasting reached 205 million yuan, a year-on-year increase of 55.14% [2][3] - The growth in revenue is attributed to the significant increase in installed renewable energy capacity and the rising demand for distributed photovoltaic power forecasting [3] Business Strategies - The company employs three main strategies to enhance customer retention and renewal rates: optimizing algorithms, establishing a nationwide 24/7 operational service system, and adapting products to meet provincial grid assessment changes [3] - In addition to traditional forecasting, the company has begun to see success in innovative areas such as energy storage management, electricity trading, and virtual power plants, generating 16 million yuan in revenue [3][4] Virtual Power Plant and Storage Solutions - The company has gained access to multiple provinces for load aggregation and has signed contracts for controllable load resources, positioning itself as a key player in the virtual power plant market [4] - The company’s products support gigawatt-level energy storage operations and have achieved technological breakthroughs in overseas microgrid projects [4] Future Plans - The company plans to deepen the application of its AI model in power forecasting, electricity trading, and virtual power plants, aiming to increase market share in distributed energy [5][6] - Future efforts will focus on further iterations of the "Kuangming" model and expanding operational management services for various types of customers in electricity trading [6]