（原标题：能源产业数智化势不可挡，这份白皮书揭示转型逻辑） 21世纪经济报道记者曹恩惠 成都报道 11月19日下午，由南方财经全媒体集团指导、21世纪经济报道主办、中国国际光伏与储能产业大会组委 会支持的2025第八届中国国际光伏与储能产业大会暨21世纪·新能新质绿色能源发展论坛在四川成都举 行。 本次论坛正式启动了《政策·技术·场景协同共振下的产业转型路径——2025 能源数智化发展白皮书》 （下称《白皮书》）发布仪式。《白皮书》由21世纪经济报道能源策工作室联合施耐德电气共同推出。 《政策·技术·场景协同共振下的产业转型路径——2025 能源数智化发展白皮书》封面 推动数字技术与实体经济深度融合，赋能传统产业数字化智能化转型升级，是把握新一轮科技革命和产 业变革新机遇的战略选择。其中，能源数字化数智化发展，是能源产业转型升级的重要方向。 数字化（Digitalization）是指，将信息转换为数字（即计算机可读）格式的过程，利用数字技术对各种 业务流程、运营模式等进行重塑和改造，以实现更高效、智能、创新的发展。数智化（Digital and Intelligent Transformation）则是数字智 ...

Core Insights - The rapid development of China's new energy industry is highlighted, with a focus on the "14th Five-Year Plan" and the upcoming "15th Five-Year Plan" emphasizing the need for a new energy system and high-quality development in the sector [1][2] - The transition towards green and low-carbon energy is a key focus, with energy security being identified as a primary task for the industry during the "15th Five-Year Plan" [2][4] - The integration of various energy sources, particularly solar and storage technologies, is seen as essential for achieving high-quality growth and meeting future energy demands [5][6] Group 1: Industry Development - The "15th Five-Year Plan" aims to promote quantum technology, hydrogen energy, and new energy storage as new economic growth points [1] - The average cost of wind and solar energy has significantly decreased over the past decade, with wind power costs dropping over 60% and solar power costs falling over 80% [2] - The Chinese energy industry has established a comprehensive manufacturing and design system for wind and solar energy, with a significant portion of global components sourced from China [2][3] Group 2: Technological Trends - The solar photovoltaic industry is expected to focus on optimizing silicon technology, with a shift towards using less silver and more cost-effective metals like copper and aluminum [3] - Lithium-ion batteries, particularly lithium iron phosphate batteries, are projected to maintain a dominant market share in new energy storage for the next five years [3] - The development of hydrogen energy is entering a critical phase, with expectations for commercial viability by 2030 [4] Group 3: Market Dynamics - The energy sector is transitioning from a focus on scale and cost to a more integrated approach that emphasizes system synergy and efficiency [4][5] - The competition in the energy storage market is shifting from scale to comprehensive capabilities in technology, application scenarios, and service [5][6] - The need for market rule restructuring is emphasized to support healthy industry development and effective price risk management [5][6] Group 4: Case Studies and Innovations - A series of innovative applications and technologies in the new energy sector have been recognized, showcasing advancements in green technology and low-carbon solutions [8][9] - The "21st Century New Energy New Quality" initiative has identified exemplary cases that reflect the high-quality development of the new energy industry [8][9] - The launch of the "Energy Digitalization Development White Paper" aims to explore the integration of digital technology in the energy sector, promoting smart and efficient energy management [11][12]

Core Insights - The rapid development of China's new energy industry is highlighted, with a focus on the "14th Five-Year Plan" achievements and the upcoming "15th Five-Year Plan" emphasizing energy security and the transition to a new energy system [1][5][9]. Group 1: Industry Development - The "15th Five-Year Plan" aims to promote quantum technology, biomanufacturing, hydrogen energy, and new energy storage as new economic growth points [1]. - During the "14th Five-Year Plan," China's energy consumption structure improved significantly, with the average cost of global wind power projects decreasing by over 60% and solar photovoltaic (PV) project costs dropping by over 80% in the past decade [3][5]. - The new energy sector is expected to transition from subsidy-dependent growth to a market-driven high-quality development phase during the "15th Five-Year Plan" [15]. Group 2: Technological Trends - The solar PV industry is focusing on optimizing silicon technology to maintain cost advantages, with a shift towards using less silver and more affordable metals like copper and aluminum [7]. - Lithium-ion batteries, particularly lithium iron phosphate batteries, are projected to dominate the new energy storage market, maintaining over 90% market share in the next five years [9]. - The integration of digital technologies in energy management is becoming crucial for enhancing operational efficiency and enabling smart decision-making in the energy sector [26][27]. Group 3: Market Dynamics - The global market for energy equipment is expected to reach approximately $1.27 trillion in 2024, with significant growth potential in the energy digitalization sector, projected to reach $173 billion by 2025 [27][28]. - The focus is shifting from merely increasing installed capacity to achieving efficient collaboration across the energy system, enhancing the penetration and reliability of new energy sources [11]. - The energy storage industry is urged to achieve equal treatment in capacity pricing with other flexible resources, emphasizing the need for fair compensation for the services provided by energy storage [9][15]. Group 4: Policy and Strategic Initiatives - The "15th Five-Year Plan" emphasizes the importance of energy security as a primary task for the energy industry, necessitating a shift towards a new energy system and collaborative strategies [5][13]. - The launch of the "Energy Digitalization Development White Paper" aims to explore the strategic significance and implementation paths for energy digitalization in China [28].

Core Insights - The energy industry is undergoing a transformation towards low-carbon, clean, and efficient practices, with smart technology seen as a key solution [1][12] - Alibaba Cloud is emerging as a crucial builder of the "smart core" necessary for activating potential scenarios and reconstructing industry value [1][3] Industry Collaboration - Alibaba Cloud has established partnerships with all major state-owned energy enterprises, with 70% already integrating AI technology [3] - The collaboration with State Grid has led to the development of a large-scale cloud computing platform, "State Grid Cloud," which supports the growing demand for intelligent applications in the energy sector [4] Digital Infrastructure - The construction of a unified computing and data infrastructure is recognized as essential for large state-owned enterprises, helping to avoid resource wastage and improve overall efficiency [4] - The Southern Power Grid has successfully implemented a cloud-based dispatch platform, significantly improving load forecasting accuracy to 97.63% [4] AI Integration - AI is becoming a critical variable in reshaping the future of the energy sector, with Alibaba Cloud providing advanced AI models and development platforms [6][9] - The collaboration between State Grid and Alibaba Cloud has resulted in the creation of a multi-modal industry model, enhancing operational efficiency and decision-making processes [6][7] Talent Development - The successful application of AI in the energy sector requires a workforce that understands both AI technology and industry mechanisms, emphasizing the need for skilled talent [10][11] - Initiatives like the "Spark" talent training program aim to enhance AI capabilities among employees in the energy sector [10] Future Outlook - The integration of AI and cloud technology is expected to drive significant advancements in the energy industry, facilitating a transition from digitalization to intelligent operations [12][13] - Alibaba Cloud is positioning itself as a key partner in the global energy transformation, supporting Chinese energy companies in their international expansion efforts [12][13]

Core Viewpoint - The energy industry is undergoing a significant transformation towards low-carbon, clean, and efficient practices, with smart technology seen as a key solution to address challenges in traditional energy sectors and the integration of renewable energy sources [1][12]. Group 1: Smart Technology Integration - Alibaba Cloud has established partnerships with all major state-owned energy enterprises, with 70% already utilizing its AI technology to build a robust digital foundation for the energy sector [3][4]. - The digital transformation in the energy sector is exemplified by the State Grid's "State Grid Cloud," which supports the growing demand for intelligent applications, with Alibaba Cloud providing the necessary technological support [4][6]. Group 2: AI-Driven Innovations - The integration of AI into energy operations is reshaping traditional practices, as seen in the collaboration between the State Grid and Alibaba Cloud, which has led to the development of a multi-modal industry model that enhances operational efficiency and decision-making processes [6][7]. - The "Qingyuan" power generation model developed by the National Energy Group utilizes AI to optimize decision-making across various operational aspects, significantly improving efficiency in safety evaluations [7][9]. Group 3: Talent Development and Training - Alibaba Cloud is focusing on cultivating talent in the energy sector through specialized training programs that combine theoretical knowledge with practical applications, aimed at enhancing AI capabilities among industry professionals [10][11]. - The "Spark" digital talent training initiative launched by Shandong Energy Group in collaboration with Alibaba Cloud emphasizes the importance of skilled personnel in driving digital transformation within the energy industry [10][11]. Group 4: Future Outlook - The future of energy will see AI playing a central role in creating a new energy system that integrates various components, facilitating seamless energy and data flows across different sectors [13]. - Alibaba Cloud aims to be a key partner in the energy industry's transition to a smart, efficient, and clean future, supporting both domestic and global energy enterprises in their digital and AI-driven transformations [12][13].

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Group 1: Financial Performance - In the first three quarters of 2025, the company achieved a revenue of 2.446 billion CNY, a decrease of 9.38% year-on-year [2] - The net profit attributable to shareholders was 106 million CNY, down 33.95% year-on-year [2] - The net profit after deducting non-recurring gains and losses was 83.376 million CNY, a decline of 30.62% year-on-year [2] - The gross profit margin for the first three quarters was 47%, showing a significant improvement compared to the previous year [3] Group 2: Business Development and Strategy - The company focuses on dual development strategies in energy digitization and energy internet, aiming to become a leading energy technology enterprise driven by AI and empowered by Web 3.0 [2] - The energy digitization business experienced a slight decline in revenue due to the impact of non-grid business divestiture and faster revenue recognition from major projects last year [3] - The company plans to strengthen its market layout in new power system fields and increase R&D investment to establish a technological advantage in AI applications [3] Group 3: Energy Internet Progress - The energy internet business saw a slight year-on-year increase in revenue, with significant growth in AI technology applications for service scenarios and electricity trading [3] - The transaction volume on the life payment platform increased by over 8% year-on-year, and the user base for the new charging aggregation platform exceeded 25 million [3] - The company engaged in electricity market transactions across more than ten provinces, with total trading volume exceeding 4 billion kWh in the first three quarters [3] Group 4: International Business Expansion - The company collaborates with Ant International for digital service operations in over ten countries and regions, including Southeast Asia, the Middle East, and Africa [4] - It exports digital software services for electricity marketing and collection, with operations extending to Southeast Asia, Africa, and South America [4] Group 5: AI Integration in Energy Sector - The company is deeply integrating AI with the energy sector, focusing on core technologies such as time-series prediction and large language models [5] - The self-developed AI energy model, "Langxin Jiugong," is positioned as a powerful engine for business innovation and scenario expansion [5] - The company is building an AI application ecosystem to address industry pain points, enhancing platforms for charging management, smart microgrid management, and electricity trading decision-making [5]

Core Viewpoint - The article emphasizes the need for high-quality development in the power equipment industry, focusing on the transition towards advanced, intelligent, and green technologies in response to the evolving energy landscape and national strategies [3][10]. Group 1: Historical Development - China's power equipment industry has transitioned from "following" to "keeping pace" and now "leading" in various fields, achieving significant advancements through independent innovation and technology absorption [4]. - Key projects such as the 630℃ supercritical thermal power demonstration project and the Baihetan hydropower station have set world records, showcasing China's leading position in power equipment technology [4]. Group 2: Current Challenges - The industry faces three main challenges: a gap in high-end equipment technology to meet green energy transition needs, reliance on imports for certain core components, and insufficient digital intelligence capabilities [5]. Group 3: Future Directions - The "Guiding Opinions" outline a roadmap for the power equipment sector, focusing on enhancing equipment quality, promoting large-scale application of energy storage, advancing digital intelligence upgrades, and fostering green high-end development [6][7][8][9]. - Specific actions include improving the performance of energy conversion equipment, developing energy storage technologies, and establishing a comprehensive green lifecycle management system [6][7][9]. Group 4: Implementation Strategies - To realize the goals set forth in the "Guiding Opinions," the industry must strengthen innovation ecosystems, enhance corporate responsibility in innovation, and establish self-regulatory mechanisms to avoid unhealthy competition [10].

Core Insights - The second Energy Digitalization Forum was successfully held in Beijing, focusing on the theme of "New Quality Strong Nation, Digital Intelligence Empowerment, Green Going Global, Win-Win Future" [2] - The forum attracted over 300 representatives from government departments, energy companies, technology firms, financial institutions, research institutes, and universities to discuss key issues in the international development of digital energy [2] Leadership Speeches - Wang Xujun, Vice President of the China Information Association, emphasized that digitalization is a powerful engine for achieving carbon neutrality goals and building a new energy system [5] - Shi Yubo, former Deputy Director of the National Energy Administration, highlighted that energy digitalization is essential for energy security and green transformation, advocating for the integration of big data, AI, and IoT technologies [8] - Wang Yongjie, Director of the Energy Working Committee, reviewed the committee's progress in promoting energy digitalization and international cooperation [11] International Experience - Zhang Yuqing, former Deputy Director of the National Energy Administration, discussed the need for a shift from "product export" to "solution export" in the context of the dual carbon goals [14] - Liang Jianyong, former Director of the National Energy Administration Information Center, analyzed the application of AI in the energy sector and the need for precise predictions and decision-making [16] Innovative Cooperation - The forum featured a strategic cooperation signing ceremony, with participants agreeing to collaborate on technology exchange, project matching, standard recognition, and talent cultivation across key regions such as the Arab area, Silk Road, Russia, and Africa [30] Technical Services - Various speakers shared insights on technical innovations and service upgrades, including the development of a new domestic secure communication protocol for energy network security [33] Project Releases - Seven major projects were announced, including a practical manual for digital energy enterprises going global and a series of training projects aimed at enhancing skills in the energy sector [36][38] International Case Showcase - The forum showcased over a hundred innovative projects from six continents, highlighting China's wisdom and solutions in energy digitalization [39] Conclusion - The successful hosting of the forum demonstrated China's technological strength and innovation in energy digitalization, paving the way for global energy transition and international cooperation [41]

Core Insights - The company reported a revenue of 3.525 billion and a net profit of 266 million for the first half of 2025, indicating significant progress in its digital transformation efforts within the energy sector [1] - The integration of Yili Technology into the company enhances its capabilities in energy digitalization, supporting its goal to become a leading innovative enterprise in this field [7] Group 1: Business Performance - The company achieved notable operational results in its energy digitalization business, with significant advancements in various digital projects [2] - The digital infrastructure projects, including the 100G high-efficiency data transmission platform and the power satellite IoT solutions, have been successfully implemented, improving communication support for the energy sector [2] - The company completed key projects such as the Hami-Chongqing ±800 kV HVDC communication system and the Ningxia-Hunan 800 kV fiber optic communication project, solidifying its market position [2] Group 2: Digital Application Advancements - The company successfully transitioned to a unified permission management system for pilot units, enhancing security and autonomy in enterprise management [3] - The launch of the new generation enterprise portal and smart marketing management systems has improved operational efficiency and expanded the company's digital application footprint [3] - The company has effectively implemented AI-driven marketing solutions across multiple provincial power companies, significantly enhancing the efficiency and quality of electricity marketing services [3] Group 3: Technological Innovation - The company invested approximately 482 million in R&D during the first half of the year, resulting in 61 patent grants and 65 published research papers, showcasing its commitment to innovation [5] - Focus areas for innovation include artificial intelligence and "5G + quantum" technologies, with successful applications in energy scenarios [5] - The deployment of advanced platforms and tools, such as the intelligent generation technology for power supply solutions, has been rolled out in various regions [5][6] Group 4: Energy Innovation Services - The company is actively developing digital products to support carbon neutrality goals and enhance electricity trading capabilities [6] - Projects related to virtual power plants and load management systems have been initiated, contributing to energy supply security for significant events [6] - The launch of the national carbon emission monitoring and analysis service platform highlights the company's commitment to supporting environmental sustainability [6]