据了解，平台深度整合了三大网络：智能充电网：成功连接海量新能源汽车与充电设施，聚合超过2000 万可调负荷用户，成为能源交互的关键入口；场景微电网：全面覆盖工厂、家庭、园区、乡村等多类型 场景，高效实现光伏、储能、充电的本地协同与绿电就地消纳；虚拟电厂网：有效聚合分布式能源资 源，灵活响应电网需求，深度参与电力市场交易，释放资源价值。星星充电"三网融合平台"实现了从能 源生产到消费的全链路优化调度，标志着融合式智慧能源平台的成功落地。平台助力电力能源实现更有 效配置，让每个场景（家庭、商场、工厂）都能实现能源的优化平衡与高效交易。让"场景能源"真正融 入"场景"应用，激发其最大的活力与生命力。 近日，以"深AI能源，数创未来"为主题的2025国际数字能源展，在深圳会展中心启幕。作为聚焦全球能 源数字化转型的国际盛会，展会汇聚逾50个国家的2000余家领军企业，集中呈现300余项突破性技术。 星星充电作为亚洲数字能源领域龙头厂商之一，向公众全面展示了其战略级创新成果——"三网融合平 台"及"太乙交易系统"。此次成果的亮相，聚焦"多元场景，融合盈利"，清晰诠释了如何以"更融合、更 效能、更开放"的理念，构建更具生 ...

在广袤的内蒙古草原上，一座看似普通的电站正悄然改写能源存储的历史。2025年9月，全球首座百兆 瓦时级数字储能示范工程完成验收，这项50兆瓦/100兆瓦时的重大工程标志着能源存储技术正式从实验 室走向规模化应用，为全球能源转型提供了全新的"中国方案"。 该数字储能示范工程的成功实践，为我国新型储能规模化建设提供了宝贵经验。日前，国家发展改革 委、国家能源局印发的《新型储能规模化建设专项行动方案（2025—2027年）》明确提出要提高新型储 能调度适应能力，该项目正是对这一政策要求的有力响应。 基于智能算法，系统能够动态平衡模组间的电量和温度，采用优化策略延长电池簇及整个储能电站的循 环寿命。更重要的是，通过挖掘电池实时运行数据，匹配智能分析算法与执行策略，实现了储能电站不 同层级的精准管控和智能运维。这种技术架构为低成本、长寿命数字储能技术的规模化应用提供了坚实 支撑。 02规模化应用展现卓越性能 该示范项目由46个容量为1.075兆瓦/2.15兆瓦时的储能集装箱构成，总规模达到50兆瓦/100兆瓦时。项 目于2024年6月通过并网测试并正式投运，已安全稳定运行一年有余，其可靠性和实用性得到了充分验 证。 电 ...

在国际数字能源展2025上，拓邦股份发布 "拓邦零碳云"光储充一体化云平台，由 旗下新能源资产投资平台 拓邦数能重点 展 示并介绍该平台。据拓邦数能 介绍，平台核心是以人工智能、边缘计算和全要素可视化为驱动，旨在为全球工商业客户及能源合作伙伴构建高效、智能、可持续的零碳能源解决方案。 ▋ 如何解决运营痛点，让收益最大化？ 据了解， 拓邦数能此次 自主研发的 "拓邦零碳云光储充一体化云平台"，以AI与边缘计算为驱动 力 ， 深度融合 光伏、储能与充电环节 等板块 ，全面提升 能源系统价值。 该平台 通过统一账户池，解决账务分散和对账复杂的问题，实现高效透明的结算。 基于实时感知与智能算法，系统可灵活实施 "低谷充电、高峰放电"策略 ， 助力 用户最大化运营收益。 同时，借助全要素可视化监测与智能预测功能，用户能够一屏全局掌握能效状态，并在远程运维预警的支持下，保障设备安 全、高效、稳定运行。 此外，拓邦零碳云兼容多终端接入，用户可通过 APP及小程序进行直观、便捷的场景化操作，享受流畅一致的管理体验。 在当前 " 双碳 " 目标持续推进、新能源利用迅猛增长的 过程中 ，行业 仍有 诸多 痛点尚未解决 ：账务分散 ...

Core Viewpoint - The establishment of the Energy Digital Economy Professional Committee marks a significant step in the digital transformation of China's energy and power industry, aiming to inject new momentum into the construction of a modern energy system [1][2]. Group 1: Committee Objectives and Structure - The committee aims to become an influential platform for policy consultation and industry service cooperation in the energy and power sector, promoting the deep application of advanced digital technologies [1]. - The secretariat of the committee is located at the State Grid Energy Research Institute [1]. - The committee's goals include enhancing data sharing, standard co-construction, and industry collaboration to improve the digitalization, intelligence, and greening of the energy and power sector [1][2]. Group 2: Support and Challenges - The establishment of the committee is timely and significant, with the State Grid Company pledging full support to enhance energy security and facilitate the transformation of the energy industry through digital and intelligent technologies [2]. - The digital transformation of the energy and power sector is recognized as a complex system engineering challenge that requires collaboration across government, industry, academia, and research [2]. Group 3: Future Development and Research - The committee plans to leverage its advantages in expertise, information, talent, and mechanisms to create a comprehensive service system that includes policy research, results promotion, standard guidance, industry services, and information sharing [3]. - Challenges in the oil and gas sector regarding the development of large models include insufficient and low-quality data, high training and deployment costs, and the need for significant investment in ongoing optimization [3]. - The committee aims to enhance data lifecycle management and governance capabilities while promoting the synergy between large and small models to optimize cost-effectiveness [3]. Group 4: Expert Contributions and Research Findings - Experts discussed various topics related to the digital transformation of the energy sector, including the circulation of data elements and trends in digital economy development during the 14th Five-Year Plan period [4]. - The latest research outcome, "Six Steps to Data Assetization for Power Grid Enterprises," was released, providing guidance for data asset management in the industry [4].

Industry News - In July 2025, the national renewable energy grid consumption rates were reported, with wind power utilization at 97.0% and solar power utilization at 96.4% for the month, and 93.8% and 94.7% respectively for the first seven months of the year [4][5] - The China-Laos Power Standard Cooperation Committee was officially established on August 27, marking a new phase in standardized cooperation between the two countries in the power sector [4] Company News - The State Grid Corporation of China released the 3.0 version of the Electric Hong IoT operating system on August 29, enhancing its capabilities in energy digital transformation [6] - China Electric Power Equipment and Technology Co., Ltd. ranked 60th in the 2025 ENR Global 250 Contractors list, achieving a revenue of $1.421 billion, marking a 12-place improvement from the previous year [8] - Datang International Power Generation Co., Ltd. announced its first interim dividend, with a net profit of 4.579 billion yuan for the first half of the year, a 47.35% increase year-on-year [8] - Huadian International Power Co., Ltd. reported a 13.15% increase in net profit for the first half of the year, despite an 8.98% decrease in revenue [8] Local News - The first pumped storage power station in Northeast China with weekly regulation capability commenced construction on August 30, with a total investment of 11.6 billion yuan [9] - Ningxia's renewable energy installed capacity surpassed 50 million kilowatts, reaching 50.48 million kilowatts, with a significant increase in energy storage capacity as well [9]

据介绍，南方电网公司深耕物联网操作系统技术创新。在电鸿1.0初步构建统一电力物联数字底座的基础上；在电鸿2.0上，依托5大内核版本增强连接便捷、 网络安全、资源高效、应用赋能等核心组件，在示范区应用验证了全场景能力。新发布的电鸿3.0突破了混合部署、实时内核等核心技术瓶颈，进一步夯实 技术底座，推动能源数字化转型。 据悉，电鸿3.0持续推进系统根技术的迭代研发，实现四大核心特性：实时零抖内核、弹性混部底座、可信互联总线、安全隔离并发，向工业控制领域延 伸，解决电力工业互联网中设备业务处理效率低、资源受限及安全隔离不足的问题。 "电鸿3.0将推动电鸿平台从电力专用系统扩展为能源物联网通用平台，带动芯片、终端、应用全链条国产化，同时，为电鸿拓展至工业互联网、车联网等多 领域奠定了基础。"南方电网数研院总经理胡荣说，电鸿平台已吸引超500家产业链厂商加入，形成协同创新格局。 8月29日，南方电网在2025数博会上发布电鸿物联操作系统3.0前瞻版（以下简称电鸿3.0）。 记者 万露梅 ...

开发科技（920029） 2025 中报点评：境外新签西班牙&波兰智能 电表项目，25H1 境内收入同比高增 133% 增持（维持） | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 2,550 | 2,933 | 3,378 | 3,801 | 4,212 | | 同比 | 42.39 | 15.02 | 15.19 | 12.53 | 10.80 | | 归母净利润（百万元） | 486.32 | 588.99 | 729.24 | 856.56 | 976.27 | | 同比 | 165.67 | 21.11 | 23.81 | 17.46 | 13.98 | | EPS-最新摊薄（元/股） | 3.50 | 4.24 | 5.25 | 6.17 | 7.03 | | P/E（现价&最新摊薄） | 28.70 | 23.69 | 19.14 | 16.29 | 14.29 | [Table_Tag] [Table_Summ ...

Core Viewpoint - The virtual power plant (VPP) is emerging as a new operational model in the energy sector, significantly enhancing power supply security and promoting renewable energy consumption. The industry is transitioning from an invitation-based model to a market-oriented approach, with government targets set for 2027 and 2030 to increase regulation capacity to 20 million kilowatts and over 50 million kilowatts, respectively [1][11][25]. Industry Overview - Virtual power plants aggregate distributed energy resources, adjustable loads, and storage systems, acting as new operational entities that participate in power system optimization and market transactions [2]. - The development of virtual power plants is supported by a comprehensive policy framework established by the government, which includes various action plans and guidelines aimed at fostering innovation and market mechanisms [8][11]. Development Background - The rapid growth of renewable energy in China, particularly in solar and wind power, has created a pressing need for flexible power management solutions. Virtual power plants can significantly reduce the need for redundant capacity by providing flexible load adjustments [13][15]. - The construction cost of virtual power plants is only one-eighth that of traditional coal-fired power plants, making them a cost-effective solution for peak load management [15]. Current Status - The virtual power plant industry in China has established a complete industrial chain, encompassing resource aggregation, platform operation, and market trading. Key regions include Shandong, Guangdong, Zhejiang, and Shanghai, where pilot projects are actively being developed [17][19]. - The commercial model is evolving from a single demand response approach to a diversified model that includes power trading and carbon services [19]. Competitive Landscape - The industry features a diverse competitive landscape with participation from state-owned enterprises, private companies, and technology firms. Major players include State Grid, Huaneng Group, and Guodian NARI, which leverage their resources and infrastructure to dominate the market [23]. - Private companies like Guoneng Rixin and Teruid focus on technological innovation and niche markets, while tech giants such as Huawei and Tencent are entering the sector with advanced digital technologies [23]. Future Trends - The virtual power plant industry is expected to experience accelerated growth driven by policy support and market mechanisms, with projections indicating a market size exceeding 10.2 billion yuan by 2025 and surpassing 100 billion yuan by 2030 [25][26]. - Technological advancements in AI, 5G, and blockchain will enhance operational efficiency and real-time responsiveness, transforming virtual power plants into intelligent energy management systems [27]. - The integration of virtual power plants with other sectors, such as transportation and building management, will create new business models and expand the ecosystem [28].

Core Viewpoint - The company, Weisheng Information Technology Co., Ltd., reported a stable growth in revenue and a strong commitment to shareholder returns through dividends and share buybacks, while actively expanding its market presence both domestically and internationally [1][2][3] Financial Performance - In the first half of 2025, the company achieved an operating revenue of 1.368 billion yuan, representing a year-on-year increase of 11.9% [1] - The main business revenue was 1.361 billion yuan, accounting for 99.5% of total revenue [1] - The company signed new orders worth 1.627 billion yuan, up 8.3% year-on-year, with a backlog of contracts totaling 3.956 billion yuan, reflecting a 12.6% increase [1] Business Development - The company launched nearly 36 innovative products and solutions in the first half of the year, generating revenue of 642 million yuan, which constituted 47% of total revenue [1] - Weisheng Information is actively pursuing its "going out" strategy, establishing over 10 overseas subsidiaries to enhance brand influence and market penetration [1] Shareholder Returns - The company announced a cash dividend of 5.2 yuan per 10 shares for 2024, totaling 250 million yuan [1] - In the first half of 2025, the company proposed a mid-term cash dividend of 2.5 yuan per 10 shares, with a payout ratio of 40%, amounting to an expected total of 122 million yuan [2] - Cumulatively, the company has implemented cash dividends totaling 958 million yuan and share buybacks of approximately 200 million yuan since its listing, exceeding the total amount raised during the IPO [2] Industry Dynamics - The domestic power industry is experiencing rapid development due to new policies, with the company leveraging its core technologies in "IoT + chips + AI" to drive energy digital transformation [3] - The company has developed a comprehensive energy IoT solution, expanding its business from basic areas like smart water metering to diverse scenarios such as smart water management and urban digital management [3] - The new generation dual-mode communication chip has passed certifications from major power grid operators, and the company is enhancing its collaboration with national laboratories to support smart distribution [3] - AI technology is integrated into the company's operations, improving the accuracy of load forecasting and renewable energy predictions [3] - The company showcased its AI core technologies and solutions at the 2025 World Artificial Intelligence Conference, highlighting its role in China's energy digital transformation [3]

Core Viewpoint - The company, Weisheng Information, reported steady growth in its performance for the first half of 2025, driven by its core technologies in "IoT + chips + AI" amidst the global energy transition [1][4]. Financial Performance - In the first half of 2025, Weisheng Information achieved operating revenue of 1.368 billion yuan, a year-on-year increase of 11.9%, with main business revenue accounting for 99.5% of total revenue [1]. - The net profit attributable to shareholders reached 305 million yuan, reflecting a year-on-year growth of 1% [1]. - The operating cash flow net amount was 178 million yuan, improving by 11.1% year-on-year, laying a solid foundation for the company's full-year performance [1]. Business Development - The company signed new orders worth 1.627 billion yuan in the first half of 2025, marking an 8.3% year-on-year increase, with a backlog of contracts totaling 3.956 billion yuan, up 1.5% year-on-year [1]. - Weisheng Information launched nearly 36 innovative products and solutions, generating revenue of 642 million yuan, which accounted for 47% of total revenue [1]. Research and Development - The company invested 103 million yuan in R&D in the first half of 2025, with R&D personnel comprising 51.52% of the total workforce [1][2]. - Weisheng Information obtained 38 new patents (including 12 invention patents) and 55 software copyrights, with 15 scientific and technological achievements recognized by the industry [2]. Market Expansion - The company has established over 10 overseas subsidiaries and sales offices, enhancing its brand influence and market penetration [2]. - Weisheng Information's technology has been recognized internationally, with its comprehensive measurement and control terminal achieving advanced international standards [2]. Shareholder Returns - In response to the new "National Nine Articles," the company has improved its investor return mechanism, planning to distribute a cash dividend of 2.5 yuan per 10 shares for the first half of 2025, with a payout ratio of 40% [3]. - The company completed a share repurchase plan amounting to 128 million yuan during the reporting period, with total cash dividends and repurchases expected to reach 249 million yuan, accounting for 81.7% of the net profit attributable to shareholders [3]. Industry Trends - The new power system construction in the domestic electricity sector is entering a rapid development phase, with Weisheng Information leveraging its core technology layout to deepen energy digital transformation [4]. - The company is expanding its business scope in the IoT field, covering various scenarios from smart water metering to urban digital management [4].