Anhui Yuanchen Environmental Protection Science & Technology (SH:688659) Zhong Guo Zheng Quan Bao·2025-12-26 21:06Core Insights - The environmental protection industry is transitioning from rapid growth to stock competition, highlighting the transformation challenges faced by high-pollution and high-energy-consuming enterprises [1][2] - The chairman of Yuancheng Technology emphasizes the need to integrate AI into the entire industrial operation chain to address the dual challenges of energy efficiency and emissions reduction [3][4] Industry Transition - The industry is experiencing a shift from following trends to deeply exploring core areas, with Yuancheng Technology focusing on energy, materials, safety, and environmental protection [2][4] - AI technology is viewed as a key driver for building a new energy system, and early investment in AI applications is crucial for seizing opportunities during industry transformation [2][3] AI Integration - Yuancheng Technology has developed an AI Smart Environmental Island ecosystem that covers the entire chain from monitoring to analysis, optimization, and governance [4][5] - The AI Smart Environmental Island 2.0 has achieved significant upgrades, enhancing control precision and breaking through adaptation challenges in complex working conditions [4][5] Practical Applications - A case study from a customer in Tangshan shows that the implementation of the AI system led to a reduction of over 7% in ammonia water usage and a 30% decrease in comprehensive governance costs [5] - The system also incorporates carbon asset management, generating a "carbon efficiency heat map" to help enterprises identify emission reduction potential [5][6] Collaborative Ecosystem - The transformation of high-pollution and high-energy-consuming enterprises requires collaboration across the industrial chain and integration of research, education, and industry [6][7] - Yuancheng Technology's approach includes a research framework that collaborates with universities to foster innovation and maintain a competitive edge in technology [6][7] Global Strategy - The company advocates for a "technology going global" strategy rather than a "heavy asset going global" approach, focusing on software and talent export to mitigate traditional investment risks [7] - This strategy aims to establish a clear path for international development while ensuring robust intellectual property management and participation in international standards [7]