Group 1 - The core viewpoint of the article highlights that the company, 双杰电气, has a strong order backlog and reserves in its new energy business, indicating a positive future development trend [1] - The company is committed to providing comprehensive energy solutions for customers, with investments in new energy power plants expected to significantly boost sales of related smart equipment [1] - Based on assessments of new energy industry policies and market trading dynamics, the company has made extensive strategic arrangements and has proactively engaged in electricity trading to enhance trading efficiency and overall profitability [1]

格隆汇9月4日丨双杰电气(300444.SZ)近日在线上电话会议表示，公司新能源业务在手及储备订单充 足，未来发展态势良好。公司致力于为客户提供一站式综合能源解决方案，新能源电站的投资建设能够 有力带动公司相关新能源智能装备的销售。基于对新能源行业政策走向及市场交易动态的研判，公司已 进行了广泛的战略布局，并提前开展电力交易业务，进一步提升新能源电力交易效率，增强整体盈利能 力和抗风险水平。 ...

Core Insights - Company achieved a revenue of 320.69 million yuan, representing a year-on-year growth of 43.15%, and a net profit attributable to shareholders of 45.97 million yuan, up 32.48% year-on-year [1] - The company proposed a mid-term dividend plan, distributing 2.30 yuan per 10 shares (including tax), reflecting a commitment to return value to investors [1] Business Performance - The company's core business in renewable energy power forecasting generated revenue of 205 million yuan, a 55.14% increase year-on-year, accounting for 63.96% of total revenue [2] - The number of serviced power stations increased by 1,116, totaling 5,461, with a year-on-year growth rate of 26%, maintaining industry-leading market share [2] - The company maintained the top position in accuracy ratings for 24 consecutive months in a program organized by the Southern Power Grid [2] Technological Innovation - R&D investment reached 52.57 million yuan, representing 16.39% of revenue, with an average R&D investment ratio of 18.55% over the past three years [2] - The company developed the "Kuangming" renewable energy model 2.0, improving wind and solar power forecasting accuracy by 1-1.5% in certain regions [2] - The company holds 108 invention patents and 131 software copyrights, showcasing significant technological innovation [2] Emerging Business Development - The company introduced an AI-driven electricity trading decision support platform, currently operational in several provinces, enhancing automated pricing strategies [3] - The energy storage and virtual power plant business is expanding, with a smart energy management system compatible with gigawatt-level storage stations [3] - The company is actively investing in the industry chain, holding stakes in companies to enhance business synergy and improve the renewable energy information industry layout [3] Market Expansion - The microgrid business is advancing in both domestic and international markets, with successful projects enhancing photovoltaic consumption [4] - The company presented at the National Energy Internet Conference, emphasizing the integration of AI, renewable energy, and digital economy for industry transformation [4] - Through stable growth in core businesses and rapid breakthroughs in emerging sectors, the company is building a comprehensive renewable energy service system for sustainable development [4]