远景发布“能源大模型” 张雷提出“物理人工智能”将重构能源系统

Core Insights - The core argument presented by Zhang Lei, Chairman of Envision Technology Group, is that artificial intelligence (AI) is evolving from a mere tool to a主体, fundamentally transforming the energy sector into an "intelligent agent" ecosystem rather than just a collection of physical assets [1][2][4] Group 1: AI's Role in Energy Systems - AI is seen as a revolutionary force that can handle the increasing complexity and market uncertainties associated with high proportions of renewable energy in the grid [2][3] - The concept of "Physical AI" is introduced, which integrates AI with physical laws and knowledge graphs, enhancing its reliability in real-world applications [2][3] Group 2: Technological Advancements - Envision has made significant breakthroughs in large models, particularly with the "Tianji" meteorological model, which improves medium to long-term weather forecasting accuracy, crucial for the reliable operation of renewable energy [3] - The "Tianshu" energy model, capable of real-time control through advanced algorithms, is successfully applied to optimize energy trading and asset investment decisions [3] Group 3: Future Competitiveness - The future competitiveness of energy companies will shift from traditional metrics like installed capacity to the scale of "AI assets" [3][4] - The industry is urged to focus on the intelligence of their models and the scale of their AI capabilities, marking a significant transition from physical to intelligent assets [3]