虚拟电厂业务

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太阳能(000591) - 2025年6月11日 投资者关系关系活动记录表
2025-06-12 06:02
Group 1: Impact of Policy and Market Strategy - The implementation of Document No. 136 is crucial for the future development of the renewable energy industry, with specific guidelines yet to be published in most provinces [2][3] - The company will closely monitor the rollout of electricity trading policies across provinces to adapt its investment and operational strategies accordingly [2][3] Group 2: Technology and Product Utilization - The company primarily uses N-type TOPCon technology for its current power stations, with plans to consider IBC and HJT technologies as costs decrease [3] - The focus is on optimizing power marketing strategies to enhance project investment efficiency and drive high-quality development [3] Group 3: Business Expansion and New Initiatives - The company aims to improve trading capabilities through personnel training, system construction, and data management, while also advancing its electricity sales business [3] - Plans include expanding commercial energy storage and exploring the feasibility of virtual power plant operations to create new economic growth points [3] Group 4: Future Capacity Planning - By the end of 2025, the company targets a total operational, under-construction, and planned capacity exceeding 13.6 GW, including signed pre-purchase agreements [3]