Group 1 - The core viewpoint is that China's energy structure is undergoing profound changes, with green electricity consumption becoming the core direction of future energy consumption. However, structural contradictions in renewable energy consumption, limitations of traditional operational adjustment methods, and imbalances in power supply and demand are challenges for industry development. Virtual power plants are seen as a key solution to these issues [1][2] - Policy and technology are driving the rapid development of virtual power plants. The release of the "Electricity Market Supervision Measures" in June last year and the "Guiding Opinions on Accelerating the Development of Virtual Power Plants" this year set a target of exceeding 50 million kilowatts by 2030, indicating that policy dividends are continuously being released [1] - The integration of AI and digital technologies is transforming the energy structure, grid forms, and energy production and consumption methods, creating a new market worth hundreds of billions [1] Group 2 - As one of the earliest companies to enter the virtual power plant sector in China, the company has aggregated nearly 1 million kilowatts of adjustable load and manages 20 gigawatts of user-side load, holding over 30% of the virtual power plant business in Jiangsu Province and about 8% nationwide [2] - The company has built a digital platform that promotes the application of energy AI models, achieving real-time interaction, model calculations, and intelligent distribution from the grid to the platform, users, and devices [2]
协鑫集团朱钰峰：政策技术双轮驱动 虚拟电厂开启千亿级市场新蓝海
Zhong Zheng Wang·2025-11-12 05:14