CSG Energy(SZ:003035) Zhong Zheng Wang·2025-10-10 13:12Core Viewpoint - The company South Grid Energy aims to provide a comprehensive zero-carbon solution for various parks, focusing on planning, construction, operation, and carbon asset development, aligning with China's dual carbon goals [1][2] Group 1: Company Strategy and Offerings - South Grid Energy has developed a one-stop solution for zero-carbon parks, emphasizing a modular and standardized approach to its diverse business layout, which includes investment, services, and products [1] - The company has created a product system consisting of 6 series and 40 products, covering the entire process of zero-carbon implementation, focusing on five key areas: carbon calculation, reduction, management, ease of transition, and carbon enhancement [2] - The company has implemented over 1,550 energy-saving and carbon reduction projects, achieving an annual carbon reduction capacity of 2.64 million tons [2] Group 2: Industry Context and Collaboration - The current national policy is shifting from top-level design to practical implementation, with a focus on energy structure transformation, full-chain carbon reduction in key areas, and commercialization of technological innovations [1] - South Grid Energy is expanding its cooperation boundaries by offering various collaboration models such as BOT, BOO, EMC, and BT, and is forming localized service networks through its regional companies [3] - Successful case studies, such as the near-zero carbon demonstration at the State-owned Enterprise Headquarters and the zero-carbon factory by GAC Aion, showcase the adaptability and scalability of the company's solutions across different industries [3] Group 3: Future Directions - The company plans to optimize its product system and deepen cross-industry collaboration, aiming to make zero-carbon parks a necessity rather than an option, contributing to the green transition [4]