证券日报网1月9日讯，开发科技在接受调研者提问时表示，公司致力于在智能计量与能源数字化进程中 加速全球化布局，目标是成为全球领先的能源数字化解决方案提供商。公司坚持研发、营销"双轮驱 动"战略，在国际市场，持续巩固和深化现有优势；依托多年、丰富的国际市场拓展和项目经验，加大 国内市场开拓，形成国际、国内协同发展，相互促进的良性循环。 ...

12月30日，以"打造电鸿生态，共绘电力物联未来"为主题的2025年电鸿生态大会暨媒体见面会在北京人民日报社举行。本次大会由中 国南方电网有限责任公司主办，南方电网数字电网集团有限公司、南方电网数字电网研究院股份有限公司承办，近400名来自政府部 门、行业组织、能源企业、高校及产业链创新链伙伴的代表参会，共绘开放协同的能源数字化蓝图。 在安全可信方面，电鸿已获得国内最高等级的可信安全架构认证，并通过层层安全设计，将底层硬件可信根延伸至平台侧，构建起从芯 片、内核到平台接入的全环节可信运行环境。 南方电网数字电网研究院股份有限公司电鸿运营中心高级经理、二级领军专业技术专家杜韶辉出席会议并作演讲。杜韶辉表示，技术 能力的实现并非终点，构建开放的产业生态才是关键。电鸿致力于通过开源社区，构建涵盖适配体系、联合研发体系与合作共赢体系 的生态。希望吸引芯片伙伴加速电鸿的适配与原生设计，鼓励设备厂商从适配逐步转向原生开发，并邀请广大开发者将创意与技术带 入电鸿社区，共同定义能源物联的未来技术范式。 以下为发言内容整理 在能源行业数字化转型进程中，电力物联网长期面临协议不统一、智能化水平不足等核心挑战。如何打通底层通信协议 ...

Core Viewpoint - The integration of energy and digital revolutions is crucial for establishing a new power system, with a focus on digitalization and intelligence as key drivers for innovation and industry collaboration in the energy sector [2][4]. Group 1: Event Overview - The 2025 Electric Hong Ecosystem Conference was held in Beijing, focusing on building a unified power IoT foundation to support the new power system [2]. - The conference gathered nearly 400 representatives from government, industry organizations, energy companies, universities, and innovation partners to discuss energy digitalization and intelligent transformation [2]. Group 2: Challenges and Solutions - The transition from traditional centralized power systems to complex, collaborative systems requires addressing challenges such as heterogeneous terminal access, rapid business scenario iterations, and cybersecurity risks [4]. - The "Electric Hong" open-source IoT operating system aims to standardize underlying technology and resolve issues related to protocol unification and data connectivity, thereby enhancing the safety and flexibility of the energy system [4][5]. Group 3: Technological Advancements - The Electric Hong initiative emphasizes a digital paradigm shift centered on "software-defined power," which is essential for supporting the operation of the new power system [5]. - The initiative has led to the establishment of the Open Atom Electric Hong Open Source Community, marking a strategic transition from enterprise-level products to an industry-level collaborative platform [7]. Group 4: Ecosystem Development - The Electric Hong ecosystem has attracted over 560 partners and adapted nearly 1,900 terminal devices, covering mainstream power chip systems, indicating a growing collaborative industry ecosystem [8]. - The ecosystem's collaborative effects are becoming evident, with partnerships enhancing the influence and reach of Electric Hong [10]. Group 5: Practical Applications - Electric Hong is being validated through large-scale applications in key areas such as grid operation and energy services, demonstrating its value as a unified digital foundation [11]. - In Guangzhou, the implementation of Electric Hong has led to significant improvements in distribution network management, achieving a 98% accuracy rate in automatic maintenance of over 5.5 million meters [12]. Group 6: Future Prospects - The future vision for Electric Hong includes integrating capabilities such as sensing terminals, power IoT, digital twins, and artificial intelligence to provide comprehensive solutions for the energy sector [13]. - The initiative is positioned to contribute to global energy digital transformation, offering a replicable Chinese model for balancing clean, low-carbon energy with economic efficiency [13].

由中国信息协会指导，中国信息协会能源工作委员会主办的第十五届能源企业信息化大会于12月18日在京召开。大会汇聚国家能源主管部门、科研机构 及能源行业领军企业代表，共同探讨能源数字化发展路径与技术创新。小鱼易连作为视频会议国家队受邀出席，并凭借在能源行业的深度视讯实践与智 能创新方案，再次获得行业高度认可。 随着能源行业数字化转型进入深水区，高效、安全、智能的沟通协作体系成为支撑协同办公、指挥调度与安全生产的重要基础。小鱼易连高级副总裁吕 斌在大会演讲中指出，视频会议正从"工具化"向"智能化"演进，小鱼易连基于新一代视频架构打造的'超融合视频平台+全场景多模终端+AI会议智能体 +音视频能力底座'全栈视频解决方案，为能源行业构建安全可信、智能高效的视讯底座，助力能源企业提升运营效率与智能决策能力。 筑牢安全融合底座，赋能能源全链路协同 能源行业是国家经济发展的命脉，其对通信协作的安全性、稳定性及融合性提出了极高要求。小鱼易连立足"视频会议国家队"定位，打造了一套"高安 全·超融合·全连接"的视频会议解决方案。 该方案已服务于包括中石油、中石化、中海油、三峡集团、大唐集团等在内的多家能源央企，支撑从日常会议、跨域 ...

全程跟踪原材料、成品状态，实现物流调度、自动配送——临近傍晚，位于成都的开发科技智能工厂 内，百余台智能搬运机器人运转在生产一线。此时，机器人搬运的物品正是刚从生产线上下线的智能电 表，准备销往全球各地。 开发科技是智能计量领域知名企业。公司董事、总经理张森辉在接受上海证券报记者采访时表示，公司 在智能计量与能源数字化浪潮中，正以AI赋能与资本运作等多维度举措，加速全球化布局，努力成为 全球领先的能源数字化解决方案提供商。 "双轮驱动"拓展全球化智能电表市场 在开发科技的五楼办公区（研发中心）的展柜内，陈列着数台智能电表成品。"这块电表是准备销往欧 洲的新一代产品，其通讯模组采用的是LTE 4G。此外，电表上还有一个小熊猫图案，所在的位置其实 是P1插口（数据通讯接口）。"张森辉介绍。 市场研究机构Mordor Intelligence预测，2024年至2029年，全球智能电表市场规模将从1.62亿台增长至 2.36亿台，年复合增长率为7.81%。面对国际市场的广阔前景，开发科技采取了全球化布局与本地化服 务相结合的战略。一方面，公司深耕欧洲市场，与众多能源公司建立了长期合作关系，市场份额稳步提 升；另一方面 ...

Core Insights - The photovoltaic (PV) installation scale in China is expanding significantly, with some bases featuring millions of solar panels and advanced equipment being integrated into the industry [2] Group 1: Technological Advancements - A "smart inspection team" composed of drones has been deployed in the Ningxia Zhongwei photovoltaic power station, enhancing the efficiency of routine inspections [2] - The introduction of AI and drones allows for rapid and precise collection of fault information from solar components, improving operational safety and digitalization levels [2][4] - The entire photovoltaic area covers 13,300 acres with over one million components, and only two drones are needed to complete all daily inspection tasks [2] Group 2: Efficiency and Safety Improvements - Inspection time has been reduced by 90%, with a single drone's half-day inspection equating to the work of five people over a week [4] - The speed of problem detection has shifted from days to hours, significantly enhancing response times [4] - Drones can access remote areas, reducing safety risks for workers and improving power generation efficiency by allowing for timely fault detection and resolution [4]

Core Viewpoint - The article highlights the significant advancements in the photovoltaic (PV) industry in China, particularly the integration of AI and drone technology for efficient inspection and maintenance of solar panels, which enhances operational efficiency and safety [2][3][6]. Group 1: Technological Advancements - The introduction of drones for inspection has transformed the traditional manual inspection process, which was time-consuming and prone to oversight [3]. - Drones equipped with visible light cameras and infrared thermal imagers can detect minute cracks and hidden faults, providing a level of detail beyond human capability [3][4]. Group 2: Efficiency Improvements - The use of two drones can cover the inspection of over one million solar panels, significantly reducing the time required for inspections by 90% compared to manual methods [5][6]. - A single drone can accomplish the inspection workload equivalent to that of five workers over a week in just half a day, allowing for faster problem detection and response times [6]. Group 3: Safety Enhancements - Drones can access remote and hazardous areas, minimizing the risk to human workers from extreme weather and dangerous conditions [6]. - Early detection of defects through drone inspections leads to timely interventions, reducing potential power generation losses and translating into tangible financial benefits for solar power stations [6]. Group 4: Industry Response - The adoption of drone technology in solar power stations reflects the industry's proactive approach to advancing energy digitalization and intelligence, aligning with broader trends in renewable energy development [6].

Core Insights - The company, State Grid Information Communication (国网信通), has achieved significant milestones in the digital transformation of the energy sector during the "14th Five-Year Plan" period, contributing to the "Digital China" strategy [1] - Key financial metrics such as net profit, market capitalization, and earnings per share have reached five-year highs, indicating a substantial improvement in operational efficiency [1] - The company has made notable advancements in digital infrastructure projects, including the successful testing of communication systems for major high-voltage direct current transmission projects [1] Financial Performance - In 2024, the company reported revenue of 7.315 billion yuan and a net profit attributable to shareholders of 683 million yuan [2] - For the first three quarters of 2025, revenue was 5.687 billion yuan with a net profit of 351 million yuan, maintaining a strong return on equity [2] - Research and development investment in the first half of 2025 was approximately 482 million yuan, with 61 patents granted, showcasing the company's commitment to innovation [2] Strategic Outlook - Looking ahead to the "15th Five-Year Plan," the company aims to become a leading domestic enterprise in energy digitalization and intelligence, focusing on new power system construction and high-quality corporate development [3] - The strategic focus will encompass six key business areas: digital infrastructure, power digital applications, enterprise digital applications, energy innovation services, big data, and cutting-edge technology innovation [3] - The company plans to drive growth through both industrial development and capital operations, seeking to expand new growth spaces and cultivate new competitive advantages [3]

Group 1 - The core theme of the 2025 Third Process Industry Instrument Equipment and Technology Localization Supply and Demand Matching Conference is "independent and controllable, safe and reliable," with over 300 industry experts and representatives attending [1] - Jinka Tianxin showcased several domestic instrument products, including the TCF series Coriolis mass flowmeter, which was successfully included in the "Petrochemical Industry Instrument Localization Replacement Product Catalog (2025 Edition)" [1][19] - Jinka Tianxin is committed to providing safe and reliable instrument equipment and technical solutions for the process industry, contributing to the high-quality development of the industry [1][19] Group 2 - The Zhejiang Aid Tibet Command visited Jinka Intelligent to discuss water management in Naqu, emphasizing the need for intelligent control and precise management in water systems [6][24] - Jinka Intelligent aims to deepen collaboration with the Zhejiang Aid Tibet Command and Naqu City to support the digital upgrade of water management systems [6][24] Group 3 - Jinka Intelligent participated in the 12th China (Chengdu) International Pipeline Exhibition, showcasing innovations in gas, water, and process sectors, and delivered a keynote speech on urban lifeline engineering [8][26] - The company is focused on empowering urban pipeline safety management through digital means, transitioning from risk prevention to proactive governance [8][26] Group 4 - Jinka Intelligent presented its comprehensive energy measurement solutions at Enlit Europe 2025, highlighting its commitment to safety, low carbon, intelligence, and connectivity [11][29] - The company aims to build an integrated smart measurement system covering residential, commercial, industrial, and urban governance sectors [11][29] Group 5 - Jinka Intelligent actively participated in the China Metrology Association's annual meeting, contributing to metrology technology innovation and modernization efforts [14][32] - The company is recognized as the director unit of the Gas Meter Working Committee of the China Metrology Association, emphasizing its leadership in the industry [14][32] Group 6 - Jinka Tianxin received two provincial honors for its innovative capabilities, including the selection of its "Intelligent Process Measurement Equipment" project as a high-value patent cultivation project for 2025 [16][34] - The company is committed to strengthening innovation-driven development and contributing to the high-quality growth of the industry [16][34] Group 7 - Jinka Intelligent was listed among the "2025 Wenzhou Top 100 Enterprises (Comprehensive)" and "2025 Wenzhou Manufacturing Top 50 Enterprises," reflecting its comprehensive strength and contributions to regional development [18][35] - The company plans to increase R&D investment and focus on technological innovation to support the development of advanced manufacturing in Wenzhou [18][35]

Core Insights - The 2025 Energy Transition Conference opened in Changping District, focusing on energy digitalization technology innovation and showcasing hard technology achievements from 15 companies [1][2] - The conference highlighted the integration of energy sectors with digital and artificial intelligence technologies, emphasizing advancements in renewable energy and automation [2] Group 1: Event Overview - The conference took place in the "Energy Valley" of the Future Science City, featuring both indoor and outdoor exhibitions [1] - Key exhibits included hydrogen-powered products such as a hydrogen energy dog, two-wheeled vehicles, and charging equipment, as well as a power inspection drone developed by State Grid Electric Power Space Technology Co., Ltd [1] Group 2: Technological Innovations - A notable exhibit was a vehicle-mounted model of an automated nitrogen foam cementing equipment, which enhances well integrity and reduces material costs, saving an average of 14 days per well in leakage-prone areas [2] - The geothermal energy showcased in the indoor area is highlighted for its ability to provide stable base load power, a significant advantage over other renewable energy sources [1] Group 3: Industry Collaboration - The conference also featured significant achievements in the integration of energy and digital technologies, showcasing innovations from state-owned enterprises [2] - Notable displays included offshore wind turbine units and large-scale simulation models, representing recent technological advancements and innovative industry cases [2]