编号：2025-015 投资者关系活动 类别 特定对象调研 □ 分析师会议 □ 媒体采访 业绩说明会 □ 新闻发布会 □ 路演活动 □ 现场参观 其他（反路演活动） 参与单位名称 天弘基金、招商信诺资管、诚通基金、众安保险、和创投资、Point 72、 Protium Capital、Sumitoml Mitshi AM、敦敏投资、华源证券、富瑞金融 时间 2025 年 11 月 4 日 地点 公司会议室、电话会议 上市公司接待 人员姓名 董事会秘书 赵楠女士 证券事务代表 池雨坤先生 投资者关系活动 主要内容介绍 1、2025 年以来分布式光伏功率预测相关政策发布情况及市场需求变化 情况。 答：分布式光伏逐年增长的并网规模，对于电网在潮流流向和电能质量 方面造成较大影响，根据 2025 年 1 月 17 日国家能源局发布的《分布式 光伏发电开发建设管理办法》正式稿，明确提到分布式新能源未来"可 观、可测、可调、可控"的"四可"管理要求，未来实施需以各省份电 网正式发布的具体要求为准。截至目前，新建分布式工商业电站"四可" 功能配置要求已在全国各主要省份发布，存量分布式电站"四可"功能改 造相关政策已陆续有部 ...

Group 1 - The Future Industry Development Seminar and Chang Development Industry Ecosystem Partner Exchange Conference was held in Changping, where Tsinghua University's energy model innovation team officially settled in Changping [1] - Changping District has formed three trillion-level industrial clusters and initiated the construction of a future industry pilot zone, focusing on key areas such as future health, future manufacturing, and future energy [1] - The district aims to enhance its policy service mechanisms and create a more open and vibrant innovation environment to attract more scientists and promote breakthroughs in future industry development [1] Group 2 - Chang Development Group's General Manager Wang Ying released a report summarizing the core achievements over the past decade, emphasizing the importance of strengthening strategic technological support and international cooperation [2] - A collaboration was established between Chang Development Group and Tsinghua University's energy model innovation team to accelerate the construction of a comprehensive new energy cognitive-driven system [2] - The launch of the Tsinghua Alumni AI+ Scene Innovation Workshop aims to drive high-value industrial innovation through multi-dimensional cooperation in resource linking and ecosystem building [2]