新京报讯 据"北京昌平"微信公众号消息，11月22日，2025能源转型大会在昌平区未来科学城"能源谷"开 幕。其中，技术交流活动以能源数字化技术创新为核心，集结15家企业在室内外集中展示硬核技术成 果。此次大会邀请多家能源领域头部企业集中布展，全面展示昌平区和未来科学城"能源谷"能源新质生 产力硬核成果。 在室外展区，氢能机器狗、氢能两轮车和制加充氢设备、电力巡检无人机等创新产品悉数亮相。电力巡 检无人机由驻昌企业国网电力空间技术有限公司自主研发，搭配北斗实时差分定位等系统，重点融合卫 星、直升机、中大型固定翼无人机等技术，开展输电线路航巡感知、综合带电检修作业及重大政治保电 空中保障工作。 室内展区重点涵盖石油石化、电力等能源领域。不受气候影响、可24小时不间断供能的地热能，成为展 区内可再生能源领域的关注焦点，其稳定提供大量基载负荷电力的特性，是多数可再生能源难以比拟的 优势。 中国石化石油工程技术研究院展区内，一款注液氮泡水泥浆固井自动化装备的车载模型引发广泛关注。 据介绍，该技术在固井工艺中起到防漏、防窜、保温、堵漏的作用，缩短钻井承压堵漏周期、节约材料 成本，对易漏井平均单井节约周期14天，已在雄安 ...

其中一款采用48V350W的电机作为动力源，搭配固态氢储系统，确保车辆的高效动力输出和提升续航 里程。另一款为纯氢气动能车，无碳排放，符合绿色出行趋势氢动力核心性能指标。 转自：北京日报客户端 11月22日，2025能源转型大会在昌平区未来科学城"能源谷"盛大开幕，其中，技术交流活动以能源数字 化技术创新为核心，集结15家企业在室内外，集中展示硬核技术成果。 此次大会邀请多家能源领域头部企业集中布展，全面展示昌平区和未来科学城"能源谷"能源新质生产力 硬核成果。 在室外展区，氢能机器狗、氢能两轮车和制加充氢设备、电力巡检无人机等创新产品悉数亮相。驻昌企 业新星绿氢新能源（北京）有限公司展示了自主研发的氢能动力两轮车。 除了新能源领域的应用外，我区还重点展示了能源行业与数字化、人工智能技术的融合成果。华电煤业 集团数智技术有限公司带来的 F 系列、M 系列防爆无人驾驶机器人，主要应用于矿井、电厂等能源场 景，可承担辅助运输、巡检、应急救援等任务。华电煤业集团数智技术有限公司机器人产品总监魏陈介 绍说，目前两款系列产品都具备了完全无人驾驶的能力，并在华电集团内部的所有煤矿、小部分电厂进 行了实际应用并稳定运行了一 ...

证券日报网讯 九联科技11月19日在互动平台回答投资者提问时表示，公司旗下子公司广东九联智慧能 源有限公司，为客户提供专业的能源数字化、智能化整体解决方案，包括能源管理、微电网、虚拟电厂 等。九联智慧能源目前已参与了《综合能源站建设运营服务评价规范》《虚拟电厂建设运营服务评价技 术要求》等团体标准起草与制定。 ...

Core Insights - Sichuan Chuanrun Co., Ltd. and Siemens (China) Co., Ltd. signed a strategic cooperation agreement during the 8th China International Import Expo, focusing on AI computing power, data centers, zero-carbon energy solutions, and industrial AI integration to promote high-quality development in the green digital industry [1][2] Group 1: Strategic Cooperation Focus - The collaboration will leverage the explosive growth in global AI computing power demand and the acceleration of zero-carbon energy initiatives under the "dual carbon" goals, aligning with current market development directions [2] - The partnership aims to create high-performance, low Power Usage Effectiveness (PUE) green computing solutions and replicable zero-carbon benchmark projects, enhancing economic solutions for the industry [2][3] Group 2: Three Key Areas of Cooperation - The first focus area is green computing infrastructure, where Chuanrun will utilize its liquid cooling technology (with a PUE as low as 1.05 and reliability of 5000 insertions without leakage) combined with Siemens' smart microgrid and AI algorithms to address high energy consumption in AI data centers [3] - The second area involves the large-scale implementation of zero-carbon parks, integrating Chuanrun's energy power system capabilities with Siemens' energy carbon management platform to create efficient and energy-saving zero-carbon park models [3] - The third area is AI innovation applications, where both companies will establish a joint laboratory for smart microgrids and zero-carbon technologies to develop predictive maintenance and carbon management services, tapping into the digital market potential [3] Group 3: Long-term Value Enhancement - Siemens' Digital Empowerment Center manager expressed enthusiasm for collaborating with Chuanrun, highlighting the impressive potential and speed of the Chinese market in green computing and zero-carbon energy transition [4] - Chuanrun's president noted that the partnership will accelerate the company's strategic upgrade in green energy equipment and digital services, aiming to create a first-mover advantage in emerging sectors like AI computing liquid cooling and green energy [4] - The collaboration is expected to strengthen Chuanrun's position in high-end energy equipment and provide a certain momentum for long-term growth through joint technological innovations and benchmark project implementations [4]

Core Viewpoint - The company, Nanfang Digital, is showcasing its growth in revenue from core technology products and services, indicating a successful digital transformation in the energy sector [1] Revenue Growth - The proportion of revenue generated from core technology products and services has increased from 69.24% in 2022 to 91.74% in the first half of 2025, highlighting the success of its core technology commercialization [1] Business Structure Optimization - The company has optimized its main business revenue structure, with steady growth in digital grid business revenue and a significant increase in the share of digital grid IoT sensing devices [1] Future Strategy - The company plans to enhance its technological advantages and expand its energy digitalization market through fundraising projects, aiming to improve its core competitiveness and profitability [1] Company Background - Established in 2017, Nanfang Digital serves as a key player in the digital transformation strategy of the Southern Power Grid and the construction of digital grids [1] - The company focuses on driving the digital transformation of the power energy industry, developing three main business systems: digital grid, enterprise digitalization, and digital infrastructure, powered by AI and integrated hardware and software [1]

Core Insights - The company reported a revenue of 2.155 billion yuan and a net profit of 543 million yuan for the first three quarters of 2025, marking a year-on-year profit increase of 6.88% [1] Group 1: Business Performance - The company achieved steady growth in average heating area and network coverage, enhancing its market influence [1] - The company is focusing on clean heating and smart energy management, deepening its industrial layout in line with the "dual carbon" strategy and urban energy infrastructure upgrades [1] Group 2: Technological Advancements - The company has made significant advancements in its smart heating platform, which utilizes IoT architecture, cloud computing, and AI algorithms to create a four-level intelligent control system [3] - The platform effectively addresses heating time-space mismatch issues and enhances system efficiency while reducing pipeline losses [3] - Real-time data management capabilities have been established, allowing for precise control and monitoring of heating parameters [3] Group 3: Environmental Initiatives - The company is committed to green low-carbon development, achieving a synergy between green growth and operational efficiency through continuous exploration in clean energy and deep carbon upgrades in traditional businesses [4] - Significant investments have been made to optimize traditional coal heating operations, incorporating efficient combustion technologies and advanced pollution control equipment [5] - The company has implemented intelligent monitoring systems for heating networks to minimize heat loss and enhance energy utilization efficiency [5]

转自：科技日报 "加速推动数字化、智能化技术与电力行业的深度融合，是清洁能源低碳转型和能源电力高质量发展的 必由之路。"中国电力企业联合会党委书记、常务副理事长杨昆说，当前，世界正进入数字生产快速崛 起的新阶段，数字化、智能化正在深刻影响全球科技创新和经济社会发展。构建新型电力系统是建设新 型能源体系关键内容和重要抓手，数字化技术正成为驱动新型电力系统演进的核心引擎。 近年来，电力行业积极推动数字技术、人工智能与电力全产业链各环节深度融合，取得诸多成就。数智 技术正赋能电网调度全链条，增强新型电力系统可观、可测、可控、可调能力。多个行业级新能源调动 运行管理平台建成，实现新能源运行、监测、分析全覆盖，推动新能源日预测准确率达到80%以上。 聚焦新型电力系统发展，专家热议——数智技术成为核心引擎 ◎本报记者 都 芃 当前，"人工智能+能源"趋势已势不可挡，能源数字化、智能化将迈向新阶段。以"数字电力·AI启航"为 主题的2025新型电力系统数智发展论坛日前在河北崇礼举办，论坛由中国电力企业联合会大数据与统计 分会主办，广联达科技股份有限公司承办。与会专家认为，人工智能和数字技术正与电力系统加速融 合，成为推动新 ...

Core Insights - The article highlights the emergence of new professions in the power industry, driven by the transition towards green and digital energy solutions [1][6][7] Group 1: New Professions in the Power Sector - Over the past five years, the power system has introduced nine new professions, including power traders and energy service personnel, reflecting a shift towards green and digital fields [1] - The role of AI trainers has become crucial, as seen in the case of the "Guangqing" AI model, which significantly improved power grid dispatch efficiency during peak summer days [2][3] - Comprehensive energy service personnel are now helping clients reduce energy costs, showcasing a shift from traditional power generation roles to energy management [4][5] Group 2: Technological Innovations and Applications - The integration of AI and digital technologies has led to a threefold increase in dispatch efficiency and an 18.5% improvement in power supply capacity in Hangzhou during high-demand periods [3] - The development of humanoid robots and digital control systems in energy management demonstrates the innovative applications of technology in the power sector [3] - The rise of virtual power plants and large-scale energy storage solutions indicates a significant transformation in energy management and distribution [6][7] Group 3: Impact on Energy Efficiency and Sustainability - The comprehensive energy service personnel have helped reduce energy consumption by at least 15% in facilities like hospitals, emphasizing the importance of energy efficiency [5] - The power industry has seen a nearly 30-fold increase in new energy storage installations over the past five years, highlighting the sector's commitment to sustainability [7] - The ongoing development of new professions aligned with industry trends is expected to enhance the talent pool in the energy sector, supporting the construction of a new power system [7]

Group 1: Fixed Income Market Insights - As of the end of September 2025, the total wealth management scale reached 31.9 trillion yuan, an increase of 2.0 trillion yuan compared to the end of last year, but a decrease of 1.0 trillion yuan from the previous month [2][5][6] - The average annualized yield of pure fixed-income wealth management products slightly decreased, with the upper limit at 2.70% and the lower limit at 2.20% as of September 2025 [6][7] - The overall cost of interest-bearing liabilities for A-share listed banks is expected to drop to around 1.63% in Q4 2025, supporting a downward trend in bond yields [6][7] Group 2: Government Bond Market Outlook - The 10-year government bond yield was close to 1.8% at the end of September, with expectations for it to return to around 1.65% by the end of the year [7] - Recommendations for commercial banks to significantly increase their allocation of government bonds during the market adjustment period [7] - Anticipation of further interest rate cuts by the Federal Reserve in October, which may ease the China-US interest rate differential and open up more space for monetary policy easing in China [7] Group 3: Company Overview - Development Technology - Development Technology (920029.BJ) is positioned as a hidden champion in the overseas metering market, benefiting from the global smart grid construction wave [8][9] - The global smart metering market is projected to grow from USD 21.91 billion in 2022 to USD 32.46 billion by 2027, with a CAGR of 8.2% [8][9] - The company has a strong market presence in Europe, with a market share exceeding 12%, and has successfully expanded into emerging markets [9][10] Group 4: Financial Performance and Projections - In the first half of 2025, the company reported revenue of 1.68 billion yuan, a year-on-year increase of 27%, and a net profit of over 390 million yuan, up 32% [10] - The company is expected to add 8 million smart terminals per year through its fundraising projects, which will help maintain its global leading position [10] - Profit forecasts for the company indicate net profits of 757 million yuan, 935 million yuan, and 1.073 billion yuan for 2025, 2026, and 2027 respectively, with corresponding PE ratios of 17.0, 13.7, and 12.0 [10]

Group 1: Research Basic Information - The research object is Wesync Information, belonging to the communication equipment industry, and the reception time was on September 23, 2025. The listed company's reception staff included the vice president, board secretary, and CFO Zhong Xiyu, strategic development director Wu Hao, and investor relations manager Zhang Lewei [17] Group 2: Detailed Research Institutions - The research institutions included Huatai-PineBridge, Rongtong Fund, Fountain Cap, Point72, Willing Capital, UBS Securities, and Guolian Minsheng [18] Group 3: Research Institutions Proportion - No relevant content provided Group 4: Main Content Revenue and Profit Growth - In the first half of 2025, focusing on the core business, Wesync Information achieved an operating income of 1.368 billion yuan, a year-on-year increase of 11.9%; the net profit was 305 million yuan, a year-on-year increase of 12.2%. Since its listing in 2020, the company has achieved continuous dual growth in revenue and net profit, demonstrating operational resilience [23] Operating Quality - In the first half of the year, the return on net assets was 9.18%, and the asset-liability ratio was 34.8%. The net cash inflow from operating activities was 178 million yuan, a year-on-year improvement of 11%. The new orders signed in the first half of the year were 1.627 billion yuan, a year-on-year increase of 8.3%; as of June 30, the balance of pending orders was 3.956 billion yuan, a year-on-year increase of 12.6% [23] R & D Innovation Achievements - The company continued to increase R & D investment. In the first half of the year, R & D investment accounted for 7.6% of the revenue, and R & D personnel accounted for 51.5% of the total number of employees. It successfully launched 36 innovative products and solutions, and the revenue from new products reached 642 million yuan, accounting for 47% of the total revenue [23] Shareholder Returns and Index Inclusion - In January this year, the company issued its second share repurchase plan. As of now, it has used 150 million yuan of its own funds to repurchase 4.23 million shares. It plans to distribute its first interim dividend, with a cash dividend of 2.5 yuan per 10 shares. The total amount of the proposed interim dividend and the repurchase amount in the first half of the year was 249 million yuan, accounting for 81.7% of the net profit in the first half of the year. It plans to have a benchmark cash dividend payout ratio of 40% in the next five years to establish a long - term and stable return mechanism. Based on its comprehensive performance, the company was included in the CSI 500 Index, SSE 380 Index, SSE STAR Market 100 Index, SSE STAR Market Artificial Intelligence Index, SSE Specialized, Refined, Distinctive, and Innovative Index, SSE STAR Market Private Enterprise Index, and Hunan 50 Index [23][24] Q&A Highlights - In the first half of 2025, 15 scientific and technological innovation products of Wesync Information passed the scientific and technological achievement appraisal, with 1 reaching the international advanced level and 10 at the domestic leading level, covering the fields of intelligent terminals, communication, and intelligent sensing. The revenue from new products was 642 million yuan, accounting for 47% of the total operating income [25] - Strategic mergers and acquisitions are an important development strategy of the company, and relevant results will be announced in a timely manner [25] - The localization rate of the company's communication chips has reached 100%, and the company is not affected by semiconductor control policies [25] - Wesync Holdings is the controlling shareholder of Wesync Information. The two have clear divisions in positioning, strategy, business, and products, and there is no competitive relationship [25] - In the first half of 2025, the company's new orders were 1.627 billion yuan, and as of June 30, 2025, the pending orders were 3.956 billion yuan [25] - Wesync Information, with "Internet of Things + Chip + Artificial Intelligence" as its core competitiveness, has implemented multiple key applications in the "last mile" of the power grid. Its self - developed communication chips can cover the power communication solutions of more than 70% of countries in the world, providing communication technology support for the digitalization of the "last mile" on the domestic distribution network side [27] - The company's overseas business development focuses on emerging market countries in ASEAN, the Middle East Gulf, and Africa. These countries have a demand for the digitalization and intelligentization of energy infrastructure, and the company has mature solutions and technical reserves [28] - The company will focus on developing AI + Edge Computing, AI + Microgrid, AI + Big Data, and comprehensively promote the application of AI technology in R & D, production, and operation [29][30][31]