21世纪经济报道能源策工作室曹恩惠/文 推动数字技术与实体经济深度融合，赋能传统产业数字化智能化转型升级，是把握新一轮科技革命和产业变革新机遇的战略选择。其中，能源 数字化数智化发展，是能源产业转型升级的重要方向。 编者按：由21世纪经济报道能源策工作室联合施耐德电气共同推出的《政策.技术.场景协同共振下的产业转型路径——能源数智化发展白皮 书》，深入探讨近年来中国深度推进能源产业化转型的战略意义、政策措施、实施路径，并以施耐德电气在电力、化工、基建以及数据中心领 域的实践案例为分析样本，为我国能源数智化发展提供场景经验。本专题将逐一发布《白皮书》各章节内容，本文为引言部分。 在政策层面，2023年3月，国家能源局发布了《关于加快推进能源数字化智能化发展的若干意见》指出，能源是经济社会发展的基础支撑，能 源产业与数字技术融合发展是新时代推动我国能源产业基础高级化、产业链现代化的重要引擎。 在市场层面，智研咨询发布的《中国能源装备行业市场全景调研及发展趋势分析报告》指出数据显示，2024年全球能源装备市场规模约1.21万 亿美元，2025今年则有望达到1.27万亿美元。其中，在数智化浪潮的驱动下，能源装备转型所 ...

能源装备应用中，数字化主要体现在将传统能源装备的运行参数、状态信息等转化为数字信号，实现设 备运行状态的实时监测和数据采集。而数智化则更进一步，通过人工智能、大数据分析、机器学习等技 术，使能源装备具备自主分析、自主决策、自主优化的能力，实现业务的智能化运行。 近些年来，随着我国双碳目标的深入推进，能源数字化数智化成为保障能源安全、促进绿色转型、提升 能效效率的关键路径。本报告将深入探讨近年来中国深度推进能源产业化转型的战略意义、政策措施、 实施路径。通过对政策、市场、产业等多维度分析，来呈现能源产业数智化发展的阶段性成果和建议。 在政策层面，2023年3月，国家能源局发布了《关于加快推进能源数字化智能化发展的若干意见》指 出，能源是经济社会发展的基础支撑，能源产业与数字技术融合发展是新时代推动我国能源产业基础高 级化、产业链现代化的重要引擎。 编者按：由21世纪经济报道能源策工作室联合施耐德电气共同推出的《政策·技术·场景协同共振下的产 业转型路径——能源数智化发展白皮书》，深入探讨近年来中国深度推进能源产业化转型的战略意义、 政策措施、实施路径，并以施耐德电气在电力、化工、基建以及数据中心领域的实践案例为 ...

Core Insights - The forum launched the "2025 Energy Digitalization Development White Paper," highlighting the importance of digital technology in transforming the energy sector [1][4] - The white paper emphasizes the integration of digitalization and intelligent transformation as key strategies for the energy industry's upgrade [2][3] Industry Overview - The global energy equipment market is projected to reach approximately $1.27 trillion in 2023, with an expected growth to $1.73 billion by 2025 driven by digitalization [3] - Energy digitalization is identified as a critical pathway for ensuring energy security, promoting green transformation, and enhancing efficiency [3] Company Initiatives - Schneider Electric is positioned as a global leader in energy technology, offering solutions in electrification, automation, and digitalization across various sectors [4] - The company plans to launch a new generation of medium-voltage digital solutions in 2024, aimed at enhancing the intelligent management of distribution systems [4] Policy and Strategic Importance - The integration of energy and digital technology is seen as a vital engine for modernizing the energy industry and enhancing the industrial chain [3] - The white paper provides a multi-dimensional analysis of policies, markets, and industries to present the achievements and recommendations for energy digitalization in China [4]

Core Insights - The rapid development of China's new energy industry is highlighted, with a focus on the "14th Five-Year Plan" and the upcoming "15th Five-Year Plan" emphasizing the need for a new energy system and high-quality development in the sector [1][2] - The transition towards green and low-carbon energy is a key focus, with energy security being identified as a primary task for the industry during the "15th Five-Year Plan" [2][4] - The integration of various energy sources, particularly solar and storage technologies, is seen as essential for achieving high-quality growth and meeting future energy demands [5][6] Group 1: Industry Development - The "15th Five-Year Plan" aims to promote quantum technology, hydrogen energy, and new energy storage as new economic growth points [1] - The average cost of wind and solar energy has significantly decreased over the past decade, with wind power costs dropping over 60% and solar power costs falling over 80% [2] - The Chinese energy industry has established a comprehensive manufacturing and design system for wind and solar energy, with a significant portion of global components sourced from China [2][3] Group 2: Technological Trends - The solar photovoltaic industry is expected to focus on optimizing silicon technology, with a shift towards using less silver and more cost-effective metals like copper and aluminum [3] - Lithium-ion batteries, particularly lithium iron phosphate batteries, are projected to maintain a dominant market share in new energy storage for the next five years [3] - The development of hydrogen energy is entering a critical phase, with expectations for commercial viability by 2030 [4] Group 3: Market Dynamics - The energy sector is transitioning from a focus on scale and cost to a more integrated approach that emphasizes system synergy and efficiency [4][5] - The competition in the energy storage market is shifting from scale to comprehensive capabilities in technology, application scenarios, and service [5][6] - The need for market rule restructuring is emphasized to support healthy industry development and effective price risk management [5][6] Group 4: Case Studies and Innovations - A series of innovative applications and technologies in the new energy sector have been recognized, showcasing advancements in green technology and low-carbon solutions [8][9] - The "21st Century New Energy New Quality" initiative has identified exemplary cases that reflect the high-quality development of the new energy industry [8][9] - The launch of the "Energy Digitalization Development White Paper" aims to explore the integration of digital technology in the energy sector, promoting smart and efficient energy management [11][12]

Core Insights - The rapid development of China's new energy industry is highlighted, with a focus on the "14th Five-Year Plan" achievements and the upcoming "15th Five-Year Plan" emphasizing energy security and the transition to a new energy system [1][5][9]. Group 1: Industry Development - The "15th Five-Year Plan" aims to promote quantum technology, biomanufacturing, hydrogen energy, and new energy storage as new economic growth points [1]. - During the "14th Five-Year Plan," China's energy consumption structure improved significantly, with the average cost of global wind power projects decreasing by over 60% and solar photovoltaic (PV) project costs dropping by over 80% in the past decade [3][5]. - The new energy sector is expected to transition from subsidy-dependent growth to a market-driven high-quality development phase during the "15th Five-Year Plan" [15]. Group 2: Technological Trends - The solar PV industry is focusing on optimizing silicon technology to maintain cost advantages, with a shift towards using less silver and more affordable metals like copper and aluminum [7]. - Lithium-ion batteries, particularly lithium iron phosphate batteries, are projected to dominate the new energy storage market, maintaining over 90% market share in the next five years [9]. - The integration of digital technologies in energy management is becoming crucial for enhancing operational efficiency and enabling smart decision-making in the energy sector [26][27]. Group 3: Market Dynamics - The global market for energy equipment is expected to reach approximately $1.27 trillion in 2024, with significant growth potential in the energy digitalization sector, projected to reach $173 billion by 2025 [27][28]. - The focus is shifting from merely increasing installed capacity to achieving efficient collaboration across the energy system, enhancing the penetration and reliability of new energy sources [11]. - The energy storage industry is urged to achieve equal treatment in capacity pricing with other flexible resources, emphasizing the need for fair compensation for the services provided by energy storage [9][15]. Group 4: Policy and Strategic Initiatives - The "15th Five-Year Plan" emphasizes the importance of energy security as a primary task for the energy industry, necessitating a shift towards a new energy system and collaborative strategies [5][13]. - The launch of the "Energy Digitalization Development White Paper" aims to explore the strategic significance and implementation paths for energy digitalization in China [28].

Core Insights - The energy industry is undergoing a transformation towards low-carbon, clean, and efficient practices, with smart technology seen as a key solution [1][12] - Alibaba Cloud is emerging as a crucial builder of the "smart core" necessary for activating potential scenarios and reconstructing industry value [1][3] Industry Collaboration - Alibaba Cloud has established partnerships with all major state-owned energy enterprises, with 70% already integrating AI technology [3] - The collaboration with State Grid has led to the development of a large-scale cloud computing platform, "State Grid Cloud," which supports the growing demand for intelligent applications in the energy sector [4] Digital Infrastructure - The construction of a unified computing and data infrastructure is recognized as essential for large state-owned enterprises, helping to avoid resource wastage and improve overall efficiency [4] - The Southern Power Grid has successfully implemented a cloud-based dispatch platform, significantly improving load forecasting accuracy to 97.63% [4] AI Integration - AI is becoming a critical variable in reshaping the future of the energy sector, with Alibaba Cloud providing advanced AI models and development platforms [6][9] - The collaboration between State Grid and Alibaba Cloud has resulted in the creation of a multi-modal industry model, enhancing operational efficiency and decision-making processes [6][7] Talent Development - The successful application of AI in the energy sector requires a workforce that understands both AI technology and industry mechanisms, emphasizing the need for skilled talent [10][11] - Initiatives like the "Spark" talent training program aim to enhance AI capabilities among employees in the energy sector [10] Future Outlook - The integration of AI and cloud technology is expected to drive significant advancements in the energy industry, facilitating a transition from digitalization to intelligent operations [12][13] - Alibaba Cloud is positioning itself as a key partner in the global energy transformation, supporting Chinese energy companies in their international expansion efforts [12][13]

Core Viewpoint - The energy industry is undergoing a significant transformation towards low-carbon, clean, and efficient practices, with smart technology seen as a key solution to address challenges in traditional energy sectors and the integration of renewable energy sources [1][12]. Group 1: Smart Technology Integration - Alibaba Cloud has established partnerships with all major state-owned energy enterprises, with 70% already utilizing its AI technology to build a robust digital foundation for the energy sector [3][4]. - The digital transformation in the energy sector is exemplified by the State Grid's "State Grid Cloud," which supports the growing demand for intelligent applications, with Alibaba Cloud providing the necessary technological support [4][6]. Group 2: AI-Driven Innovations - The integration of AI into energy operations is reshaping traditional practices, as seen in the collaboration between the State Grid and Alibaba Cloud, which has led to the development of a multi-modal industry model that enhances operational efficiency and decision-making processes [6][7]. - The "Qingyuan" power generation model developed by the National Energy Group utilizes AI to optimize decision-making across various operational aspects, significantly improving efficiency in safety evaluations [7][9]. Group 3: Talent Development and Training - Alibaba Cloud is focusing on cultivating talent in the energy sector through specialized training programs that combine theoretical knowledge with practical applications, aimed at enhancing AI capabilities among industry professionals [10][11]. - The "Spark" digital talent training initiative launched by Shandong Energy Group in collaboration with Alibaba Cloud emphasizes the importance of skilled personnel in driving digital transformation within the energy industry [10][11]. Group 4: Future Outlook - The future of energy will see AI playing a central role in creating a new energy system that integrates various components, facilitating seamless energy and data flows across different sectors [13]. - Alibaba Cloud aims to be a key partner in the energy industry's transition to a smart, efficient, and clean future, supporting both domestic and global energy enterprises in their digital and AI-driven transformations [12][13].

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Group 1: Financial Performance - In the first three quarters of 2025, the company achieved a revenue of 2.446 billion CNY, a decrease of 9.38% year-on-year [2] - The net profit attributable to shareholders was 106 million CNY, down 33.95% year-on-year [2] - The net profit after deducting non-recurring gains and losses was 83.376 million CNY, a decline of 30.62% year-on-year [2] - The gross profit margin for the first three quarters was 47%, showing a significant improvement compared to the previous year [3] Group 2: Business Development and Strategy - The company focuses on dual development strategies in energy digitization and energy internet, aiming to become a leading energy technology enterprise driven by AI and empowered by Web 3.0 [2] - The energy digitization business experienced a slight decline in revenue due to the impact of non-grid business divestiture and faster revenue recognition from major projects last year [3] - The company plans to strengthen its market layout in new power system fields and increase R&D investment to establish a technological advantage in AI applications [3] Group 3: Energy Internet Progress - The energy internet business saw a slight year-on-year increase in revenue, with significant growth in AI technology applications for service scenarios and electricity trading [3] - The transaction volume on the life payment platform increased by over 8% year-on-year, and the user base for the new charging aggregation platform exceeded 25 million [3] - The company engaged in electricity market transactions across more than ten provinces, with total trading volume exceeding 4 billion kWh in the first three quarters [3] Group 4: International Business Expansion - The company collaborates with Ant International for digital service operations in over ten countries and regions, including Southeast Asia, the Middle East, and Africa [4] - It exports digital software services for electricity marketing and collection, with operations extending to Southeast Asia, Africa, and South America [4] Group 5: AI Integration in Energy Sector - The company is deeply integrating AI with the energy sector, focusing on core technologies such as time-series prediction and large language models [5] - The self-developed AI energy model, "Langxin Jiugong," is positioned as a powerful engine for business innovation and scenario expansion [5] - The company is building an AI application ecosystem to address industry pain points, enhancing platforms for charging management, smart microgrid management, and electricity trading decision-making [5]

Core Viewpoint - The article emphasizes the need for high-quality development in the power equipment industry, focusing on the transition towards advanced, intelligent, and green technologies in response to the evolving energy landscape and national strategies [3][10]. Group 1: Historical Development - China's power equipment industry has transitioned from "following" to "keeping pace" and now "leading" in various fields, achieving significant advancements through independent innovation and technology absorption [4]. - Key projects such as the 630℃ supercritical thermal power demonstration project and the Baihetan hydropower station have set world records, showcasing China's leading position in power equipment technology [4]. Group 2: Current Challenges - The industry faces three main challenges: a gap in high-end equipment technology to meet green energy transition needs, reliance on imports for certain core components, and insufficient digital intelligence capabilities [5]. Group 3: Future Directions - The "Guiding Opinions" outline a roadmap for the power equipment sector, focusing on enhancing equipment quality, promoting large-scale application of energy storage, advancing digital intelligence upgrades, and fostering green high-end development [6][7][8][9]. - Specific actions include improving the performance of energy conversion equipment, developing energy storage technologies, and establishing a comprehensive green lifecycle management system [6][7][9]. Group 4: Implementation Strategies - To realize the goals set forth in the "Guiding Opinions," the industry must strengthen innovation ecosystems, enhance corporate responsibility in innovation, and establish self-regulatory mechanisms to avoid unhealthy competition [10].