GCLET(SZ:002015) Zheng Quan Shi Bao Wang·2025-11-12 09:49Core Insights - The "Juxing" virtual power plant platform launched by GCL-Poly Energy Technology aims to create a smart energy system that integrates energy production, storage, consumption, and trading [1][2] - GCL-Poly has over ten years of experience in virtual power plant operations and has expanded its business across multiple provinces in China, including Jiangsu, Shanghai, Zhejiang, Sichuan, and Shenzhen [2] Company Overview - GCL-Poly's "Juxing" platform features a three-tier smart system: enterprise-level, operator-level, and city-level virtual power plants, each with distinct functionalities [1] - The enterprise-level virtual power plant focuses on real-time data monitoring, energy optimization, fault alarm handling, data analysis, and remote intelligent operation [1] - The operator-level virtual power plant serves as a powerful management hub for distributed resources, enabling cross-regional coordination and grid response [1] - The city-level virtual power plant acts as the command center for smart grids, managing operations, demand matching, bidding optimization, monitoring, and revenue settlement [1] Industry Context - GCL-Poly has aggregated nearly 1 million kilowatts of adjustable load nationwide, with over 30% of this load coming from the auxiliary service market in Jiangsu [2] - The company holds a first-level qualification as a "Demand Side Management Service Institution," managing a user scale exceeding 20 GW, which supports the growth of its virtual power plant business [2] - The development of virtual power plants is seen as a key pillar for achieving carbon neutrality, with projected adjustment capacities of over 20 million kilowatts by 2027 and over 50 million kilowatts by 2030 [2] - The State Council has identified innovative applications like virtual power plants as a key focus area in the clean energy sector [2]