CATL(SZ:300750) Zhong Guo Neng Yuan Wang·2025-10-20 03:49Core Insights - Shanghai Damou Technology Co., Ltd. has completed nearly 100 million yuan in A+ round financing, with the investment coming from Puquan Capital, the only industrial investment platform under CATL [1] - The company, established in 2021, is the first in China to apply energy large models to collaborative electricity calculation, virtual power plants, and pan-energy scenarios, indicating CATL's strategic shift from an "energy equipment manufacturer" to a "zero-carbon energy manager" [1][2] - The energy industry is accelerating its transition towards intelligence and digitalization, with AI technology becoming a key tool to address the challenges posed by the increasing share of renewable energy [2] Group 1: Industry Trends - China's power system is transitioning from a traditional "source-following-load" model to an "interactive source-grid-load-storage" model due to the rapid increase in renewable energy [2] - The National Development and Reform Commission and the Energy Administration have set goals for integrating AI with energy systems, aiming to establish a fusion innovation system by 2027 and achieve global leadership in key technologies by 2030 [2] Group 2: Company Developments - Damou Technology has developed a self-adaptive energy operation system to reduce operational costs of computing centers and promote clean energy consumption, achieving over 90% prediction accuracy and 95% decision accuracy [3][5] - The company has successfully implemented its technology in several demonstration projects, including a project with Fujian Big Data Group that improved energy operation revenue by over 25% [5] Group 3: Strategic Value of Financing - The recent financing will be used for the independent research and development of core technologies related to energy large models and collaborative electricity calculation platforms, solidifying Damou Technology's leading position in this field [7] - The investment from CATL represents a strategic move towards becoming a comprehensive energy solution provider, integrating real-time sensing, prediction, decision-making, and optimization capabilities [7][8] - Prior to CATL's investment, Damou Technology had already secured strategic investments from SenseTime and Cambrian, creating a complete collaborative ecosystem across the industry chain [8]