答：公司目前在运营的分布式光伏项目主要集中在南方电 网五省区域，其项目装机容量占比约 70%。主要针对工商业用 户，项目涉及汽车制造、家电、烟草、造船、机械重工、生物 制药、食品加工、仓储物流等多个行业，服务过的客户包括东 风日产、广汽本田、四川长虹、美的、可口可乐、TCL、海信 等大型企业。 4.请具体介绍一下公司建筑节能项目的业务模式和商业 模式。 答：公司目前开展的建筑节能服务是指向客户提供既有建 筑综合节能服务和新建建筑（园区）高效的供冷、供热（水）、 照明等一站式综合节能服务。对于既有建筑，主要通过节能改 造，降低客户用能成本，以节能改造后双方认可的节能效益回 收投资并赚取利润；对于新建建筑，主要通过投资并运营新建 建筑高效用能系统，根据客户协商或实际使用的电量、冷量、 热量、气（汽）量等回收投资获取利润。 编号：2025-006 | 投资者关系活动 | 特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 | | 活动参与人员 | 西部证券：刘荣辉 | | 时间 | 2 ...

近期，今年第6号台风"韦帕"在广东江门台山海宴镇沿海登陆,中国华能党组高度重视、积极应对，密切关注台风路径及气象变化，于7 月20日启动集团公司自然灾害Ⅲ级预警，系统各单位高度戒备、周密部署，目前各机组、场站安全稳定运行、电力供应正常。 从全力筑牢抗击台风防线，到各地电厂机组"火力全开"，再到清洁能源基地多能互补联合保供……中国华能压紧压实迎峰度夏保供责 任，提前部署、多维发力，迎"风"而上，迎战高温，一张覆盖水、火、风、光等多种能源形式的保供网络全面铺开，全力守稳能源保供安 全线，守护百姓夏日清凉。 精准调度挖潜力 智能加持提效能 在云南澜沧江上，十余座水电站跨江伫立，奔腾的水流在这里化为源源不断的绿色电能，送入工厂和百姓家中。 根据流域来水、梯级蓄能等实际情况，华能云南分公司充分发挥梯级优化调度和一体化管理效能，通过精准预测短、中、长期来水， 持续优化调度运行方案，动态调整发电保供策略，汛前节水增发电量达10.91亿千瓦时，蓄能有序转化电量超86亿千瓦时。入汛以来，电力 保供进入迎峰度夏关键期。华能云南分公司科学精准预测流域水情，利用调节库容平抑来水不均衡性，实现流域梯级优化调度增发电量 3.36亿千瓦时 ...

Core Viewpoint - The introduction of the "136 Document" marks a significant shift in China's energy storage industry from mandatory storage to market-driven profitability, emphasizing the need for innovative business models and competitive differentiation in the sector [1][2][3]. Group 1: Policy Changes and Market Dynamics - The "136 Document" encourages renewable energy projects to participate in market transactions, moving away from policy protection to market competition, which increases financial uncertainty for wind and solar projects [3]. - The cancellation of capacity leasing fees for grid-side energy storage necessitates a shift to a revenue model based on peak capacity subsidies, spot market price differences, and frequency regulation services [3][4]. Group 2: Industry Growth and Market Potential - As of the end of 2024, the installed capacity of new energy storage projects in China is expected to reach 73.76 million kilowatts, surpassing the 30 million kilowatts target set for 2025 [2]. - The commercial energy storage market is projected to grow significantly, with a potential market space exceeding 500 gigawatt-hours, yet current penetration remains below 3% [4][5]. Group 3: Technological Advancements and Product Demand - There is a clear demand for long-cycle energy storage products, as traditional systems require replacement after approximately 8 years, incurring significant costs [5][6]. - New energy storage solutions, such as soft-pack and square-shell batteries with 15,000 cycles, are being introduced to enhance financial models and reduce replacement costs [6]. Group 4: Future Trends and Industry Collaboration - The integration of commercial energy storage into zero-carbon parks and "source-network-load-storage" systems is becoming a key trend, requiring advanced energy management and multi-energy interaction [8]. - Collaboration among energy storage manufacturers, virtual power plant operators, and energy management platforms is essential for creating comprehensive solutions that enhance overall efficiency in the energy ecosystem [9].