最近英伟达召开了一场闭门会，主题相当简单直接——讨论AI数据中心电力短缺的解决方案。 黄仁勋在会上直言，相比于中国在电力基础设施上的优势，如果美国不能解决电力紧缺的问题，将会失去算力的主导权。 而喊出类似担忧的不只英伟达一家，从马斯克到山姆奥特曼，从微软CEO萨提亚到谷歌的埃里克，都明确表达过美国电力紧缺的严峻现实。 今年7月和8月，中国的电力消耗连续冲破万亿大关，中国一个月的用电量，相当于英国与德国全年总和。英国《金融时报》写到：中国正垄断全球大半在 建发电设备，悄然成为人类历史上首个"电力王国"。 电力帝国的崛起背后，一场关乎能源革命终局的暗战已然打响。 与电力命脉深度绑定的储能行业，也正迎来颠覆性时刻。最近海辰储能董事长吴祖钰一句"未来5年内推动储能度电存储成本进入1毛钱时代"的宣言，也得 到了大量关注。 今年不到40岁的吴祖钰，是非常典型的技术派。 当光伏度电成本早已跌入"毛钱区间"，风光发电的规模化铺设已无悬念，储能，这颗能源转型的最后一块拼图，终于站上了舞台中央。 这场关于"低价储能"的博弈，不光是技术参数的比拼，它关乎战略、关乎发展，更关乎未来。 有人赌它能撕开传统能源的防线，有人赌它不过是资本 ...

Core Viewpoint - The company has achieved significant breakthroughs in installed capacity, operational performance, and technological research since its asset restructuring and listing at the end of 2021, exceeding its "14th Five-Year Plan" goals and demonstrating confidence in its development through cash dividends and share buybacks [1][2][3]. Group 1: Company Achievements - The company has successfully acquired 32.3 million kilowatts from the Xinjiang large base project and is set to add 12.835 million kilowatts of new installed capacity in 2024, representing a year-on-year growth of 228.52% [2]. - The total installed capacity has increased over tenfold, surpassing 32 million kilowatts, and the company has achieved a compound profit growth of 28%, exceeding its three-year profit commitment [2][4]. - The company’s net profit is expected to exceed 1 billion yuan for the first time in 2024, reflecting the impact of expanded installed capacity and optimized investment layout [4]. Group 2: Market Strategies - The company has implemented a combination of cash dividends and share buybacks to enhance shareholder returns and market confidence, responding to regulatory calls and shareholder demands [3]. - Future plans include conducting equity refinancing to attract quality resources and funding while ensuring existing shareholder interests are protected [3][5]. Group 3: Competitive Advantages - The company’s unique competitive advantages lie in its industrial synergy capabilities and a strong focus on technology-driven development, leveraging its parent company’s diversified industrial layout [6]. - Key technological advancements include the self-synchronous voltage source technology, which enhances grid stability, and the development of large-scale long-duration energy storage technologies [6][8]. Group 4: Policy and Market Adaptation - The implementation of the "136 Document" has raised the bar for market participants, prompting the company to enhance its technical capabilities and reduce electricity costs through innovation [7]. - The company is cautiously evaluating investments in ongoing projects and increasing the rigor of feasibility studies for proposed projects to ensure satisfactory returns [7][9]. Group 5: Future Outlook - The company aims to improve financial performance by focusing on quality enhancement and new productivity, while also emphasizing innovation and the application of new technologies in renewable energy projects [5][9]. - The company views energy storage as a critical component for enhancing system regulation capabilities and overall competitiveness, planning to reduce storage costs through scale application and technological advancements [8][9].

Core Viewpoint - The article emphasizes the significant achievements of Tianjin Zhonglv Electric Investment Co., Ltd. (Zhonglv Electric) in enhancing its market value management effectiveness during the "14th Five-Year Plan" period, highlighting its rapid growth in installed capacity, operational performance, and technological innovation since its asset restructuring and listing at the end of 2021 [1][2]. Group 1: Company Achievements - Since the asset restructuring and listing at the end of 2021, Zhonglv Electric has made notable progress in three areas: acquiring 32.3 million kilowatts of projects in Xinjiang, achieving a 228.52% year-on-year increase in operational installed capacity with an additional 12.835 million kilowatts expected in 2024, and a compound profit growth of 28%, exceeding the three-year profit commitment post-restructuring [3][6]. - The company has completed a non-public offering raising approximately 1.8 billion yuan for photovoltaic and wind power projects in Qinghai, successfully issued green bonds to broaden financing channels, and improved governance and market recognition [3][4]. Group 2: Market Value Management - The recent implementation of a "cash dividend + share repurchase" strategy is based on three considerations: enhancing dividend awareness, responding to small shareholders' demands, and addressing market value management needs due to prolonged low stock prices [4][6]. - Future plans include conducting equity refinancing to introduce quality resources and funding support for long-term development while ensuring existing shareholders' interests are protected [4][6]. Group 3: Competitive Advantages - Zhonglv Electric's competitive edge lies in its unique industrial synergy capabilities and a strong technology-driven development strategy, leveraging its parent company’s diversified industrial layout to explore collaborative development models [7]. - The company is focused on continuous improvement in project development, investment, and operational quality while accelerating the application of new technologies and products in renewable energy projects [6][7]. Group 4: Response to Policy Changes - Following the implementation of the "136 Document," which promotes market-oriented pricing for renewable energy, Zhonglv Electric is enhancing its technical capabilities and competitiveness while cautiously evaluating investments in ongoing projects [9][10]. - The company is committed to reducing energy storage costs through collaborative advantages and technological advancements, ensuring that energy storage is viewed as a critical component for enhancing system regulation and overall competitiveness [10].