关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 投资者关系活动主要内容： 1、公司在储能的应用上如何结合人工智能技术？ 答:尊敬的投资者，您好！公司倡导"大数据+AI+储能"三位一体的技术路线，自成立以来就前瞻性布局 数据的采集建模和系统分析，积累了海量数据资产和独家的分析模型。公司通过"AI模型+领域知识+实 时数据"的三维融合，打造了行业领先的储能场景应用平台，其核心价值在于将AI技术与储能领域专业 知识深度结合，利用实时运行数据进行持续优化，实现了从被动响应到主动预测的运维模式转变，为储 能系统全生命周期管理提供了强大的技术支撑。 围绕储能效率、寿命、可靠性核心价值提升，公司推出了AI双擎协同智能解决方案，通过"站控级 AI+设备级AI"双引擎架构，实现储能电站从全局优化到设备精细管控的全链条智能化，显著提升本地 化运营效率与安全性，具备预测性维护、安全预警、智慧运维、AI控制策略寻优等功能，可实现故障提 早预警、设备在线率提升。 2、公司正从设备商向"研发制造+服务"转型。在储能资产运营和电力交易领域，目前的业务进展如 何？ 答:尊敬的投资者，您好！公司的转 ...

近日，据媒体报道，Meta正在向美国政府申请电力交易许可。Meta表示，这将使其能够长期承诺从新 建电厂购买电力，同时通过在批发电力市场上转售部分电力来降低风险。据报道，除Meta以外，其他 包括微软和苹果在内的多家公司也在寻求电力交易许可，其中苹果已经拿到了电力交易许可。 美团曾注册叮当公寓商标 爱企查App显示，美团关联公司北京三快科技有限公司曾申请注册多枚"叮当公寓"商标，国际分类涉及 通讯服务、医疗园艺、科学仪器等，目前上述商标部分已注册成功。 商眼看世界 爱企查App显示，近日，汉堡王(中国)投资有限公司发生工商变更，注册资本由约4.6亿美元增至约4.75 亿美元，增资幅度超过3%。同时，部分高管发生变更，新进范军为董事，Mustafa Yasar退出董事行 列。汉堡王(中国)投资有限公司成立于2013年9月，法定代表人、董事长为吕爱军，经营范围包括在国 家允许外商投资的领域依法进行投资等。股东信息显示，该公司由BK(HONG KONG)DEVELOPMENT CO.,LIMITED全资持股。 幸运咖全球门店数突破10000家 11月24日，蜜雪集团旗下咖啡品牌幸运咖宣布，其全球门店数量正式突破10 ...

蚂蚁灵光APP上线6天下载量突破200万 11月24日消息，通用AI助手灵光上线6天总下载量突破200万：在首次破百万下载用时4天刷新纪录后，再破百万的时间压缩到了2天，持续领跑 全球AI产品的下载增速度。 蚂蚁集团推出的全模态通用AI助手灵光于2025年11月18日正式发布。首周表现亮眼：在下载规模上，灵光6天突破200万下载，远高于ChatGPT首 周的60.6万和Claude的15.7万；在突破100万的时间上，灵光仅用4天，也快于Sora的5天。 Gartner最新报告：阿里云在生成式AI四大维度均列领导者象限 国际市场研究机构Gartner发布4篇GenAI（生成式AI）技术创新指南系列报告，公布了GenAI云基础设施、GenAI工程、GenAI模型以及AI知识管 理应用四大维度的新兴市场象限（Emerging Market Quadrant），阿里云在四大维度均位于新兴领导者象限，为入选全部四项新兴领导者象限的 唯一亚太厂商，比肩谷歌、OpenAI。 智元机器人推出灵心平台 智元机器人宣布正式推出灵心平台（LinkSoul），可为机器人自由配置声音、性格、行为与记忆，内置30-40款风格各异的现成 ...

格隆汇11月23日丨能辉科技(301046.SZ)公告，近日，上海能辉科技股份有限公司(以下简称"公司")以全 资子公司为签约主体与X公司签署了"新能源动力电池总成合同"，合同预估总价10,014.63万元(含税)， 最终合同金额以结算金额为准。根据《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公 司自律监管指引第2号——创业板上市公司规范运作》及《公司章程》等相关规定，本次签订合同为日 常经营合同，无需提交公司董事会及股东会审议。本事项不构成关联交易，亦不构成《上市公司重大资 产重组管理办法》规定的重大资产重组。 同时，为了应对不同场景，自主研发了侧向有轨换电机器人(RGV)以及顶吊换电机器人，业务场景覆盖 矿山、码头、大型物流园区及停车场服务区等。公司致力于构建完整的充换电生态，包括动力电池总 成、充换电机器人、充换电站建设及智能运营服务等，提供设备、软件、运维服务。 公司深耕新能源领域，坚持"绿色事业、定能辉煌"的发展信念，在光伏行业"内卷化"竞争的挑战下，公 司实施"反内卷"策略，管理层通过组织变革和精细化管理提升管理效率，并积极拓展新兴业务充换电板 块，以行业领先的换电的技术和重卡电池动力 ...

Core Viewpoint - The company, Nenghui Technology, has signed a contract worth approximately 100.15 million yuan for a new energy power battery assembly, indicating its commitment to expanding its operations in the new energy sector [1] Group 1: Contract Details - Nenghui Technology signed a contract with Company X through its wholly-owned subsidiary, with an estimated total price of 100.15 million yuan (including tax) [1] - The final contract amount will be determined based on the settlement amount, and this contract is classified as a routine business contract, not requiring board or shareholder approval [1] Group 2: Business Strategy - The company is focused on the new energy sector, adhering to the development belief of "green business, definitely brilliant" [1] - In response to the competitive challenges in the photovoltaic industry, the company has implemented an "anti-involution" strategy, enhancing management efficiency through organizational changes and refined management [1] - The company is actively expanding its emerging business in the charging and battery swapping sector, leveraging its leading technology in battery swapping for heavy-duty trucks [1] Group 3: Technological Innovations - The company has developed the "Little Ant" trackless intelligent charging and swapping robot (AGV2.31), which is the first in China with independent intellectual property rights and practical application [2] - This robot utilizes various innovative technologies such as AI visual recognition, path planning, and SLAM laser positioning, enabling it to perform battery swaps for heavy-duty trucks weighing up to three tons in just three minutes [2] - The company has also developed other types of battery swapping robots to cater to different scenarios, including side-mounted rail and overhead swapping robots, covering applications in mines, ports, large logistics parks, and service areas [2] Group 4: Ecosystem Development - Nenghui Technology aims to build a complete charging and swapping ecosystem, which includes power battery assemblies, charging and swapping robots, charging station construction, and intelligent operation services [2]

Core Insights - Meta Platforms is entering the U.S. electricity trading market to accelerate the construction of new power plants needed for its artificial intelligence initiatives [1] - The company aims to address concerns from investors and power developers regarding the lack of long-term power purchase agreements, which are crucial for new plant investments [1] - Meta plans to initially learn the electricity trading business through external partners before attempting to enter the market independently [1] Company Strategy - Meta's move to engage in electricity trading will provide greater flexibility in signing long-term contracts with power producers, facilitating project financing [1] - The company has not disclosed a timeline for launching its electricity trading business or specific transaction structures [1] Industry Trends - The U.S. energy and electricity market is undergoing significant transformation, driven by the increasing demand for electricity from tech giants developing advanced AI systems [1] - Data center electricity consumption is projected to quadruple over the next decade due to the needs of training and operating AI models [1] - The direct involvement of large tech companies in power purchasing and trading is expected to be a key factor in reshaping the future energy landscape for AI [1]

Group 1: AIDC Power Equipment and Grid Industry - The AIDC power equipment sector has seen a general increase in the past two weeks, with the top three performers being uninterruptible power supplies (UPS) at +21.0%, high voltage direct current (HVDC) at +20.7%, and battery backup power (BBU) at +15.9% [1] - Recommendations for investment focus include four key areas: transformers and switchgear, UPS and HVDC, active power filters (APF), and server power supplies, with specific companies suggested such as Jinpan Technology, Mingyang Electric, Hezhong Electric, Shenghong Co., and Weilan Lithium [1] - For the grid sector, the national power engineering investment completion amount in July 2025 was 65.3 billion yuan, down 8.9% year-on-year, while the cumulative investment from January to July was 428.8 billion yuan, up 3.1% year-on-year [1] Group 2: Wind Power Industry - In July 2025, China's newly installed wind power capacity was 2.28 GW, a decrease of 44.0% year-on-year, while the cumulative new capacity from January to July reached 53.67 GW, an increase of 79.4% year-on-year, totaling 574.87 GW, which accounts for 15.7% of total installed capacity [1] - The wind power sector has also experienced a general increase in the past two weeks, with the top three performing segments being bearings at +14.9%, complete machines at +12.5%, and blades at +11.7% [1] Group 3: Offshore Wind and Onshore Wind Developments - Major projects in Jiangsu and Guangdong for offshore wind are set to commence in the first half of 2025, with expectations for planning, competitive allocation, bidding, and policies to be implemented in the second half of the year [2] - The annual average offshore wind installation during the 14th Five-Year Plan period is expected to exceed 20 GW, significantly surpassing the previous plan's levels [2] - The onshore wind industry is projected to reach 100 GW of installed capacity in 2025, marking a historical high, with component manufacturers experiencing simultaneous increases in volume and price, leading to substantial growth in annual performance [2] Group 4: Public Utilities and Environmental Protection - In August, the industrial power generation volume increased by 1.6% year-on-year, totaling 936.3 billion kWh, while the cumulative generation from January to August was 6419.3 billion kWh, reflecting a 1.5% year-on-year growth [3] - The Guangdong Provincial Development and Reform Commission and Energy Bureau released a plan to deepen the market-oriented reform of renewable energy grid pricing, with existing project pricing set at 0.453 yuan per kWh [3]

Core Viewpoint - The domestic market is expected to maintain a volatile upward trend, with three asset categories highlighted for investment opportunities: growth companies aligned with industry trends, high-quality stocks with significant alpha, and industries and companies in a bottom reversal phase [1][4]. Group 1: Investment Opportunities - Focus on growth sectors that align with industry trends, particularly in AI-related fields such as upstream materials, AI power equipment, and downstream applications like robotics and autonomous driving [4][5]. - Emphasis on quality factors to identify stocks with global competitiveness, high earnings certainty, and favorable valuations, including companies in the automotive sector with product cycles and autonomous driving capabilities [5]. - Target industries and companies that are at the bottom of their price cycles, particularly in energy storage, which is becoming increasingly important in the energy structure, and wind power components, which are expected to see significant demand growth [5][6]. Group 2: Market Outlook - The domestic market is anticipated to continue its upward trend, with ongoing developments in AI applications, energy storage, and solid-state batteries expected to present further investment opportunities [5][6].

Group 1: Business Growth and Market Demand - In the first half of 2025, the company added 1,116 new power prediction station users, a 26% increase compared to the end of 2024, bringing the total to 5,461 stations [2][3] - The renewal rate for power prediction service fees has consistently remained above 95%, indicating strong growth in service revenue [2][3] - The demand for power prediction services has significantly increased due to the rapid expansion of new energy installations and the release of related requirements [2][3] Group 2: Policy and Market Changes - The National Energy Administration's policy on distributed photovoltaic management emphasizes the "four capabilities" (observable, measurable, adjustable, controllable), impacting the market and driving the growth of new clients [3] - The company identifies three core pain points for trading entities in the rapidly changing electricity market: information asymmetry, data processing pressure, and risk management challenges [5][6] Group 3: AI Model Development and Applications - The company has developed the "Kuangming" new energy AI model, which has improved prediction accuracy and response to extreme weather events, leveraging over 15 years of data and expertise [3][4] - The "Kuangming" model 3.0 version was officially released on August 29, 2025, enhancing the company's capabilities in long-term trend analysis and operational efficiency [4] Group 4: Asset Operations and Financial Performance - The subsidiary, Rixin Hongsheng Smart Energy, reported revenue of 32.63 million yuan in the first half of 2025, achieving over sixfold growth year-on-year and marking its first profitable period [8] - The company is expanding its asset operation strategy through acquisitions and self-built projects, while also applying for electricity trading qualifications in various regions [8]

Core Insights - The core viewpoint of the news is that GCL-Poly Energy (002015.SZ) has demonstrated strong growth momentum under its "energy assets + energy services" dual-driven strategy, showcasing its leadership in technological innovation and green transformation during the 2025 semi-annual performance briefing [1] Financial Performance - In the first half of 2025, GCL-Poly achieved a net profit attributable to shareholders of 519 million yuan, a year-on-year increase of 26.42% [2] - The company's non-recurring net profit reached 464 million yuan, significantly up by 67.91% year-on-year [2] - Revenue from energy services surged by 378.81% year-on-year to 1.079 billion yuan, becoming the core driver of the company's performance [2] - Energy-saving and technical services generated 882 million yuan, a remarkable increase of 474.49% year-on-year, while trading services revenue rose by 174.44% to 197 million yuan [2] Renewable Energy and Green Transition - As of June 30, 2025, the total installed capacity of the company reached 6,479.19 MW, with renewable energy accounting for 60.7% of the total [3] - The company is enhancing its energy asset structure by increasing the development of wind and solar energy, optimizing the transition from old to new energy sources [3] Technological Empowerment and New Growth Areas - Virtual power plants and electricity trading emerged as focal points during the briefing, with the company's adjustable load capacity for virtual power plants reaching approximately 690 MW, accounting for about 30% of the auxiliary service market in Jiangsu Province [4] - The company has developed a four-dimensional business system centered on electricity trading, integrating energy asset management, carbon neutrality services, and AI digital platforms [4] Financial Innovation and Digitalization - GCL-Poly is at the forefront of energy asset digitalization, having completed the first domestic Real World Asset (RWA) project for photovoltaic assets in collaboration with Ant Group, with a financing scale exceeding 200 million yuan [5] - The company aims to expand its energy asset pool and issue larger-scale green digital token products while actively participating in the standardization of new energy asset tokenization [5] Future Outlook - The company is committed to integrating ESG (Environmental, Social, and Governance) practices into its core business strategy, with its ESG rating upgraded from BB to A [6] - Management expressed confidence in the company's future development, emphasizing the continued focus on the dual-driven strategy of energy assets and services, consolidating energy asset returns, and enhancing the energy trading ecosystem [7]