Core Insights - Guangzhou was awarded the 2025 World Smart City Award for Energy and Environment at the Global Smart City Conference in Barcelona, recognizing its innovative approach to digital transformation and excellence in urban development [1] - The city has been focusing on green transformation since the 14th Five-Year Plan, accelerating the construction of a new energy system and promoting energy digitalization [1] Group 1: Data-Driven Low-Carbon City - Guangzhou is deepening its data factor market in the energy sector, collaborating with the Guangzhou Power Supply Bureau to explore cross-domain energy data utilization [2] - The establishment of the Southern Energy Industry Trusted Data Space in Guangzhou marks a national first, facilitating data sharing across electricity, water, and gas sectors [2] - The "Sui Carbon" platform has been developed to provide comprehensive online services for carbon emissions calculation, carbon account establishment, carbon credit evaluation, carbon finance matchmaking, and carbon governance [2] - The city has achieved 100% green electricity supply for major events like the Canton Fair and the 15th Sports Games, with green electricity trading volume exceeding 13 billion kilowatt-hours [2] Group 2: Smart Energy Security - Guangzhou has upgraded its smart power supply operation and maintenance system using AI and new technologies, efficiently managing millions of smart terminals [3] - The city has implemented a high-performance digital grid management system, achieving self-healing capabilities for faults under high load conditions, with daily electricity supply surpassing 400 million kilowatt-hours [3] - In the Nansha District, a comprehensive demonstration area for the "Dian Hong" initiative and a multi-dimensional micro-energy network have been established [3] - The city plans to introduce a "Smart Business Expansion" service model by 2025, enhancing transparency and visibility in electricity service processes [3] - In the first three quarters of this year, electricity consumption in specialized equipment manufacturing, new energy vehicle manufacturing, and photovoltaic equipment manufacturing grew by 36.84%, 117.05%, and 62.02% respectively [3] - By 2025, Guangzhou aims to achieve 16 consecutive years of top satisfaction in power supply services in provincial and municipal public service surveys, with an equalization index of 2.2 for urban and rural power supply services [3]

在粤港澳全面合作示范区南沙区，广州先后打造了"电鸿"全域综合示范区、"多位一体"微能源网示范工 程、小虎岛电氢智慧能源站等一系列样板工程。围绕护航十五运会与残特奥会，广州市向比赛场馆派出 了由"氢旋""氢蜓"无人机、氢动力机器人及全国首台基于固态氢储技术的氢能应急电源车等共同组建的 智慧保电"机器人天团"，全力保障电网安稳运行。 近年来，广州政数部门和供电部门强化政企数据融合，市政公用基础设施"六联办"创新服务（水电气网 联合报装、联合踏勘、联合检验、联合账单、联合缴费、联合过户）模式获国家层面推广，促进"高效 办成一件事"，用户一次授权、一证通办。 2025年，广州进一步创新推出"数智业扩"服务模式及其系统应用，一体实现办电业务全过程透明化、办 理进度显性化、服务轨迹可视化，持续提升民营企业办电体验。同步建成应用"一户多人口"智能审核， 年均辅助超8万份工单快捷审批，更快更好惠及人民群众。广州供电服务满意度在省、市公共服务调查 中实现十六和二十四连冠，城乡供电服务均等化指数达到2.2，"获得电力"指数国际领先。 依托坚实的数据支撑，广州建设"穗碳"平台，实现"碳排放计算+碳账户建立+碳信用评价+碳金融撮合 ...

记者从湖北省政府新闻办4日召开的新闻发布会上获悉，湖北能源产业拓新动能增强，新型能源产业规 模突破两千亿元，多款"湖北造"新能源产品畅销全球。 （文章来源：中国新闻网） 据介绍，黄冈加快工业、建筑、交通运输等重点领域节能降碳。依托当地风、光、水、生物质资源富集 优势，建设麻城大别山电厂多能互补、华电武穴风光火储2个百万千瓦新能源基地，促进传统能源与新 能源协同发展。此外，黄冈加快发展新型储能、新材料等上下游产业。 作为湖北省能源保供的主力军，湖北能源集团加快推动水电、火电、煤炭、天然气等传统业务数智化转 型升级，布局建设能量型虚拟电厂，建成华中地区首个零碳园区——汉欧国际物流园，投资运营10个综 合智慧能源站。近五年，该集团在水电智能监测与优化调度、火电节能降耗和灵活性改造、新能源智慧 化运维等方面取得创新成果，促进能源电力生产质效提升。 "现在湖北电网每输送的4度电有1度来自新能源。"国网湖北省电力公司总经理姚志荣说。 近年来，湖北黄冈从传统电网末端能源输入"依赖地"，跃升为全省清洁能源供应"新高地"：新能源装机 规模928万千瓦；2024年新能源发电量97亿千瓦时，均位居全省首位。 他介绍，近五年，国网湖 ...

8月5日，证券时报记者从诚迈科技（300598）获悉，公司近日与永泰能源（600157）在太原签署战略合 作协议。双方将围绕能源数智化转型升级展开深度合作，共同探索"科技+能源"的创新应用场景。 当前，能源行业正加速向数智化方向转型。在煤矿智能化建设和煤炭绿色开采试点方面，山西省鼓励民 营企业积极参与新技术、新装备的研发与应用。永泰能源连续多年上榜"中国民营企业500强"榜单，是 一家以电力、煤炭为主业的综合能源企业。诚迈科技是领先的操作系统专家和信创技术先锋企业，在电 力、矿山等能源行业打造并落地了一系列数智化解决方案。 记者了解到，在智慧电厂领域，诚迈科技打造的智能化作业安全风险防控系统实现从静态分析到动态感 知、从事后应急到事前预防、从单点防控到全局联防的转变，有效降低电厂运维成本并提升安全生产水 平。在智慧矿山领域，诚迈科技打造的巡检系统将矿山安全大模型与巡检机器人相结合，实现缺陷检 测、沉降形变监测和矿区烟火预警等智能化监测功能。此次合作将充分发挥双方在技术创新与场景落地 方面的优势，为传统能源行业数智化转型注入新动能。 根据协议，双方将秉持"平等互利、优势互补、合作共赢"原则，在能源数智化行业解决 ...

Company Overview - Founded in 1993, the company operates in two main product groups: analytical instruments and unmanned intelligent equipment, along with three service sectors related to these products [1] - The company's products are primarily used for analyzing coal quality indicators and intelligent management, applicable to various solid combustible materials [1][2] - The company is a leading player in the coal testing equipment and unmanned intelligent equipment market, being the only A-share listed company in this segment [2] Market Dynamics - The demand for analytical instruments is primarily driven by existing customers' need for upgrades, despite a decline in overall market demand [3] - The company maintains a cautious optimism regarding revenue stabilization and growth in 2025, following a decline in its subsidiary's revenue [3][4] Product Transition - The shift towards unmanned intelligent systems has not reduced the overall demand for the company's products; rather, it has led to a transition from traditional analytical instruments to unmanned systems [5][6] - Approximately 60% of new orders for unmanned intelligent equipment in 2024 are from existing power plants undergoing smart upgrades, with an increasing trend in new project orders [8] Profitability and Growth Potential - The gross margin for unmanned intelligent equipment is around 40%, with potential for improvement, although it is unlikely to reach the analytical instruments' level of over 60% [8] - The penetration rate of unmanned intelligent equipment varies by industry, with higher rates in the coal power sector compared to other industries [7] Strategic Focus - The company is focused on deepening its market presence in the "instruments" and "automation" sectors, implementing both vertical and horizontal growth strategies [2] - The ongoing digital transformation in the coal power industry is expected to drive demand for the company's products, supported by favorable policies and market conditions [6]