Core Viewpoint - The strategic partnership between Zhonghuan New Energy and Ant Group marks a significant shift in the Chinese renewable energy sector from "heavy asset operation" to "digital asset management" [1] Group 1: Strategic Partnership - Zhonghuan New Energy announced a strategic cooperation with Ant Group to jointly develop renewable asset tokenization (RWA), smart operations, and carbon asset services [1] - This collaboration signifies a transition in the industry towards digital asset management, leveraging technology to enhance operational efficiency [1] Group 2: Financial and Operational Transformation - Zhonghuan New Energy's low debt levels and robust financial foundation support the asset tokenization initiative [1] - The company's green physical assets, such as photovoltaic power stations and zero-carbon parks, will serve as core underlying assets for tokenization on the Ant blockchain [1] - The operational management model is evolving from traditional human experience reliance to an AI-driven decision-making system [1] Group 3: Future Outlook - Through RWA, Zhonghuan New Energy aims to connect global capital channels and enhance operational efficiency using AI [1] - The company is transitioning towards a light-asset, high-value, and digitally driven model, positioning itself as a leader in the green digital energy era [1]

Core Viewpoint - Zhonghuan New Energy (01735) has announced a strategic partnership with Ant Group to jointly develop new energy asset tokenization, intelligent operations, and carbon asset services, aiming to create a closed-loop ecosystem that integrates green energy entities, digital technology, and global financial capital [1] Group 1: Strategic Cooperation - The partnership will leverage Ant Chain technology to convert Zhonghuan's photovoltaic power plants and zero-carbon parks into tokenized digital assets, enhancing liquidity and reducing financing costs [1] - The collaboration aims to attract global ESG funds and involves participation in Ant's overseas new energy industry fund to select global green energy assets [1] Group 2: Operational Efficiency - Ant Energy AI will empower power generation forecasting, virtual power plant scheduling, and operational optimization, significantly improving operational efficiency and profitability [1] Group 3: Carbon Asset Development - In the carbon asset sector, the two companies will establish a technology-enabled closed loop of "AI accounting - intelligent trading - financialization," facilitating the trading and financing of green certificates and carbon reduction credits, thus creating a second revenue stream beyond electricity sales [1]

Core Viewpoint - Zhonghuan New Energy (01735) has announced a strategic partnership with Ant Group to jointly develop new energy asset tokenization, smart operations, and carbon asset services, creating a closed-loop ecosystem that integrates green energy entities, digital technology, and global financial capital [1] Group 1: Strategic Cooperation - The partnership aims to connect "industrial operations - carbon asset management," leading to a comprehensive value reassessment [1] - Through Ant Chain technology, Zhonghuan New Energy's photovoltaic power stations and zero-carbon parks will be transformed into tokenized digital assets, enhancing liquidity and reducing financing costs [1] - The collaboration will attract global ESG funds and involve participation in Ant's overseas new energy industry fund to select global green energy assets [1] Group 2: Operational Efficiency - Ant Energy AI will empower power generation forecasting, virtual power plant scheduling, and operational optimization, significantly improving operational efficiency and profitability [1] Group 3: Carbon Asset Development - In the carbon asset sector, the two companies will establish a technology-enabled closed loop of "AI accounting - smart trading - financialization," facilitating the trading and financing of green certificates and carbon reduction credits [1] - This initiative aims to create a second revenue stream beyond electricity sales [1]