文 | 远景储能 日前，全球领先的绿色科技企业远景科技集团（下称 " 远景 " ）宣布与英国能源企业 Statera Energy 达成战略合作，将为英国 Carrington 储能项目提供系统级解决方案。该 项目总装机容量达 680MW/1360MWh ，是英国单体容量最大的储能项目之一。 项目建 成后，不仅能为约 220 万户家庭持续供电 2 小时，还能减少弃风弃光、有效提升电网稳定 性，助力英国实现净零排放与能源安全目标。 除了在储能系统集成领域的全球经验，远景在物理人工智能、 AI 驱动可再生能源解决方案 等方面的开创性优势是 Statera 选择远景的重要依据。 英国被业内视为全球最典型的"交易型储能"市场之一。依托成熟的电力交易机制，其储能 市场高度市场化，储能资产可以参与电力中长期、现货、容量市场以及辅助服务领域多个品 种的交易。如何在收益多元化的同时保障收益的稳定性，成为英国储能市场的重要课题。 据介绍，远景将为 Carrington 储能项目提供能源大模型驱动的智慧储能系统。 该系统专 为高比例可再生能源并网场景设计，具备高能量密度、低噪音、高灵活度和高收益等优势。 依托"远景天枢"能源大模 ...

Core Viewpoint - The energy industry is transitioning from traditional "material assets" to future "AI assets" driven by physical artificial intelligence, which will reshape competition and operational efficiency in the sector [1][5]. Group 1: Future Energy Systems - The future energy system will evolve from simple equipment stacking to an ecosystem of intelligent agents, capable of safely operating while integrating more green electricity to support low-cost, high-quality clean energy for economic development [3][4]. - Artificial intelligence will play a crucial role in constructing future energy systems, moving from being a tool to becoming a central entity that enhances decision-making and operational efficiency [5][10]. Group 2: Market Innovations and Applications - The successful completion of the world's first green ammonia fuel bunkering operation at Dalian Port marks a milestone in global green shipping, showcasing the complete value chain from green electricity to ammonia fuel for shipping [7][9]. - The Chifeng Zero Carbon Hydrogen Energy Industrial Park serves as a training ground for energy models, providing a closed-loop system that generates vast amounts of data and enhances global perception [9][12]. Group 3: AI's Role in Energy Sector - AI is transforming the energy sector by enabling companies to manage market risks and optimize asset value, shifting the focus from mere production to value-based competition [10][12]. - The concept of "physical artificial intelligence" integrates AI with physical laws and knowledge graphs, enhancing the reliability of AI applications in energy systems and addressing challenges faced by traditional AI models [12][13]. Group 4: China's Competitive Advantage - China possesses significant market demand, complex energy systems, a complete industrial chain, and practical capabilities, positioning it to lead in the development of physical artificial intelligence and energy models globally [12].

Core Insights - The Chinese wind power industry is rapidly advancing towards high-quality development, with a focus on overcoming challenges in deep-sea wind power and adapting to harsh environments [1][2] - The industry aims to achieve a target of 50 billion kilowatts of installed capacity, with significant growth in both domestic and international markets [2][3] Industry Development - Since the 14th Five-Year Plan, China's wind power capacity has consistently ranked first globally for 15 years, entering a phase of adding over 10 million kilowatts annually [1] - The country has exported wind turbine units to 57 countries, with seven manufacturers establishing or planning to establish overseas factories [1] Climate Goals - Wind power is crucial for achieving national climate action goals, with a commitment to increase non-fossil energy consumption to over 30% by 2035 and to expand wind and solar capacity significantly [2][3] Market Dynamics - The wind power sector is transitioning from policy-driven to market-driven dynamics, with a focus on fair competition and reducing price undercutting [4] - The introduction of AI technologies is enhancing operational efficiency and reliability in wind power generation [5][6] Export Growth - The export capacity of Chinese wind turbines is projected to grow significantly, with a 41.7% increase expected in 2024 [7] - The industry is shifting from merely exporting equipment to providing a comprehensive system that includes technology, standards, and services [7][8] Localization Strategy - To navigate uncertainties in international markets, Chinese wind power companies are encouraged to adopt localization strategies, fostering closer collaboration with local developers [8]

Core Concept - The concept of "Physical AI" is introduced as a new paradigm that combines AI with physical laws and knowledge graphs, aiming to eliminate the "hallucinations" of traditional language models and enable reliable AI applications in the physical world [2][3]. Group 1: Development of Physical AI - The future development of Physical AI is seen as a significant direction, particularly in the context of energy systems [2]. - The integration of data intelligence with physical laws like energy conservation and aerodynamics is expected to enhance AI's reliability in real-world applications [2]. Group 2: Energy Model and AI Applications - The energy model is considered crucial for reconstructing energy systems, providing a rich application scenario for Physical AI [4]. - AI's ability to process vast amounts of data in milliseconds can help optimize decision-making in complex energy systems, addressing human anxieties related to energy management [4][5]. Group 3: Competitive Landscape - The U.S. is viewed as lacking the necessary industrial scenarios and complex energy systems to support the development of Physical AI and energy models, giving China a potential advantage in this field [3][5]. - Companies that only specialize in single areas like wind or solar energy may struggle to develop comprehensive energy models due to a lack of holistic understanding and data [5]. Group 4: Addressing Industry Challenges - The energy sector is currently facing issues of overcapacity and price wars, particularly in solar and wind energy, which have led to significant financial losses for many companies [7]. - Physical AI and energy models are proposed as solutions to end the cycle of homogeneous competition and shift the focus from material assets to intelligent assets [8]. Group 5: Future Outlook - The development of energy models is expected to evolve into a robust system capable of generating significant value within 1-3 years [11]. - The future energy system is envisioned as an ecosystem of intelligent agents rather than just a collection of devices, aimed at better integrating renewable energy sources and providing energy at lower costs [11].

Core Insights - Recently, Damo Technology signed an investment agreement with CATL Capital and announced the completion of nearly 100 million yuan in Series A+ financing [1] - CATL Capital, the only industrial investment platform under CATL, led this round of financing for Damo Technology [1] - The funds raised will be used for the independent research and development and commercialization of core technologies such as energy large models, computing power collaborative platforms, and related intelligent agents [1]

Group 1 - The core point of the article is that CATL has invested in Damo Technology, which operates AI virtual power plants, indicating a strategic move into the energy sector leveraging AI technology [1] Group 2 - Damo Technology has undergone a business change, with CATL and other investment firms becoming shareholders, increasing its registered capital from approximately 12.09 million RMB to about 12.77 million RMB [1] - The company was established in March 2021 and focuses on building an Energy MaaS platform and AI virtual power plant applications using General Artificial Intelligence (AGI) technology [1] - Damo Technology provides technical consulting, operational services, and energy efficiency management software [1]

Group 1: AI and Energy Integration - AI is not only a "power-hungry monster" but also a core tool for energy transition and efficiency improvement, creating a symbiotic relationship between energy and AI [1] - The recent launch of the AI Super Storage and Charging Network by Envision Group integrates energy storage, charging, AI scheduling, and electricity trading, forming a smart energy ecosystem [1] - The integration of AI technology is expected to redefine the value of electricity, enabling real-time services such as power response and frequency regulation, thus activating the potential of every kilowatt-hour [1][8] Group 2: AI's Role in Renewable Energy - The increasing share of renewable energy sources like wind and solar in China's energy structure presents challenges due to their intermittent and volatile nature [2] - AI plays a crucial role in data processing, forecasting, and decision support, optimizing site selection for wind and solar farms by analyzing historical weather data and geographical information [2] - AI systems can predict equipment failures through real-time monitoring of operational data, significantly reducing unplanned downtime and improving equipment availability [2] Group 3: AI in Extreme Weather and Data Integration - AI can enhance the response to extreme weather conditions, with the ECMWF launching an AI forecasting system that runs parallel to traditional models for improved accuracy and speed [3] - The integration of vast heterogeneous data in real-time is a challenge for AI applications in the energy sector, particularly under extreme weather conditions [3][6] Group 4: Efficiency and Cost Reduction - Large energy companies are leveraging AI language models to enhance operational efficiency, with applications in intelligent writing, meeting minutes, and precise information retrieval [4][5] - The AI assistant "iGuoNet" has shown significant improvements in semantic understanding and task execution efficiency, providing a more intelligent user experience [5] Group 5: Challenges in AI Application - The energy sector's reliance on time-series data modeling presents challenges for AI, necessitating the development of specialized models to meet the industry's high demands for accuracy and reliability [6] - The need for collaboration between language models and time-series models is emphasized to effectively predict electricity prices and integrate various data sources [6] Group 6: Activating the Value of Electricity - AI enhances the reliability, safety, economy, efficiency, and environmental friendliness of power grid operations through deep data analysis and intelligent decision-making [7] - The Southern Power Grid has developed an AI load forecasting ecosystem that achieved short-term forecasting accuracy rates of 85% for wind power and 91% for solar power in 2023 [7] Group 7: Intelligent Scheduling and Market Optimization - AI empowers intelligent scheduling and optimization of power transmission and generation, reducing losses and improving economic efficiency [8] - AI's role in real-time optimization and value reconstruction is crucial, as it helps redefine the value of electricity beyond traditional energy pricing to include new services like power response and frequency regulation [8]

Core Insights - The integration of artificial intelligence (AI) with the energy sector is transforming the operational logic of the electricity industry, enhancing efficiency and redefining the value of electricity [1][7] - AI technologies are being utilized to optimize energy generation and consumption, particularly in the context of renewable energy sources like wind and solar, which present challenges due to their intermittent nature [2][3] Group 1: AI and Energy Integration - The recent launch of the AI Super Storage and Charging Network by Envision Group combines energy storage, charging, AI scheduling, and electricity trading, forming a smart energy ecosystem [1] - AI's role in the energy sector includes improving operational efficiency through data processing, predictive analytics, and decision support, particularly in site selection and maintenance of renewable energy facilities [2][3] Group 2: AI Applications in Power Generation - In China's northwest region, the application of intelligent algorithms has successfully reduced wind abandonment rates to below 3% [3] - AI models are being developed to enhance load forecasting systems, analyzing diverse data sources to optimize grid scheduling and minimize energy waste [3] Group 3: Challenges and Innovations in AI - The energy sector faces challenges in real-time integration of vast heterogeneous data, especially under extreme weather conditions, necessitating advanced AI capabilities [3][5] - The development of specialized time-series models is essential for accurately predicting energy loads and prices, as traditional language models may not meet the precision and reliability required in energy applications [5][6] Group 4: Enhancing Grid Efficiency - AI is crucial for optimizing grid operations, enabling self-regulation and self-optimization, which enhances the grid's ability to handle complexity and uncertainty [7] - The Southern Power Grid has implemented an AI load forecasting ecosystem that achieved short-term prediction accuracies of 85% for wind power and 91% for solar power in 2023, supporting a significant increase in non-fossil energy usage [7] Group 5: Value Maximization through AI - AI enhances intelligent scheduling and optimization of electricity transmission and generation, contributing to economic efficiency in grid operations [8] - The future value of electricity will encompass not only energy pricing but also services like power response and frequency regulation, necessitating real-time optimization through algorithms [8]

Summary of Langxin Group Conference Call Company Overview - **Company**: Langxin Group - **Date**: June 26, 2026 Key Industry Insights - **Electricity Trading Market**: The market is expected to present a trillion-level opportunity due to the marketization of electricity trading. Langxin Group holds electricity sales licenses in 28 provinces and cities, aiming to complete over 100 billion kWh of platform transactions in the next three years, with financial trading becoming a major growth point [2][5][14]. Core Business Developments - **Stable Growth in Mature Businesses**: The company is focusing on stable growth in mature businesses like payment services while nurturing growth in aggregation charging services, expecting to enter a profitable phase [2][3]. - **Charging Business Strategy**: The company is optimizing charging scenarios, primarily serving private car owners while controlling the scale of ride-hailing vehicle charging to achieve cost-revenue balance [2][6][11]. Financial Projections and Goals - **Revenue Growth**: The energy internet segment is projected to reach 1.8 billion yuan in revenue by 2024, with plans to continue innovative financial services and blockchain collaborations to enhance value [2][8]. - **Future Targets**: Langxin Group aims to achieve a charging target of 17 billion kWh and acquire 48 million users by 2027, leveraging partnerships with platforms like Alipay and Ele.me for user expansion [4][12]. Strategic Partnerships - **Collaboration with Alibaba**: The partnership utilizes RWA technology to link agricultural internet platforms, generating synergistic value through new energy asset operations and financial services [2][7][15]. - **RWA Project**: The company completed the first domestic RWA project based on charging piles, utilizing blockchain technology to present credible data and attract investors [4][15]. Market Dynamics - **Electricity Trading Environment**: The trading market is becoming more favorable due to policy changes and price dynamics, with significant price differences encouraging participation from small and medium-sized enterprises [13][14]. - **User Base Expansion**: The company has identified over 15 million hidden small and medium-sized commercial users through data analysis, which can be converted into customers via platform trading capabilities [14]. Additional Insights - **Innovative Financial Services**: The company plans to invest in value innovation, exploring new business directions such as insurance and battery services related to charging [12]. - **Operational Adjustments**: From 2024, the company shifted its focus to better serve private car owners, leading to significant cost control and reduced losses [11]. This summary encapsulates the key points from the Langxin Group conference call, highlighting the company's strategic direction, market opportunities, and financial goals.

Summary of Langxin Group Conference Call Company Overview - **Company**: Langxin Group - **Industry**: Energy Internet and New Energy Key Points and Arguments Energy Internet Platform - The Energy Internet platform has been operational for 12 years, connecting numerous new energy assets such as charging piles and photovoltaics, enhancing asset utilization efficiency and value returns for clients, with an expected annual transaction volume exceeding 100 billion kWh within three years [2][4][5] - The platform has connected over 500 million end users, including 15 million commercial users, who will have future needs to participate in electricity market transactions [2][6] Charging Business Development - The aggregation charging business has nearly 22 million users, collaborating with over 3,000 operators and more than 30 leading automotive companies, covering over 390 cities [2][7] - By 2027, the expected number of new energy vehicles in China will exceed 80 million, with annual public charging market demand reaching 110 billion kWh, targeting a market share of over 25% [2][7][8] Future Growth Strategy - Post-2025, the company will focus on the main track of electric energy, entering a new growth cycle with stable growth in existing digital grid and life payment businesses, and rapid scaling of the charging aggregation platform [3][4] - The company aims to achieve profitability in the charging ecosystem by 2026, with projected charging volumes of 7 billion kWh in 2025, 11 billion kWh in 2026, and a market share exceeding 25% by the end of 2027 [9][10] Market Dynamics and Trading - Langxin has advantages in electricity market trading through scenarios, data, and technology, with a self-developed energy model driven by AI to maximize the value of data and technology [4][10] - The company plans to achieve over 130 billion kWh in transaction volume over the next three years, with specific targets of 6 billion kWh in 2025, 31 billion kWh in 2026, and 110 billion kWh in 2027 [4][13] RWA Model and Financial Innovation - The RWA (Real World Asset) model, in collaboration with Ant Group, provides value-added opportunities through financial innovation, connecting over 500 million end users, with 80% being electricity meter users [6][14] - The choice of the new energy sector for RWA tokenization is due to its large scale and alignment with national energy development strategies, providing a solid foundation for RWA tokens [15][16] Distributed Photovoltaics - Distributed photovoltaics have seen rapid growth, with a connection volume of 25 GW by the end of 2024, expected to reach 50 GW in 2025, providing essential resources for effective electricity trading [12] Challenges and Regulatory Environment - The company faces challenges in policy and regulatory aspects during the RWA issuance process, requiring collaboration with various regulatory bodies [22][24] - The introduction of the Hong Kong stablecoin regulation is expected to stimulate market activity and provide a framework for future transactions [25] Future Directions - The Energy Internet platform is expected to continue growing, reflecting the value of the electricity market and driving further innovation and optimization [27] - The company aims to leverage its extensive experience in asset management, electricity trading, and innovative financial services to create more value for investors [32] Additional Important Insights - The electricity market is projected to reach a scale of 61 billion kWh in 2025, with a focus on converting small and micro-enterprises into electricity trading agents [29][31] - The company has accumulated over 20 years of experience in the energy sector, positioning itself to capitalize on opportunities arising from the national push for electricity marketization [32]