Core Viewpoint - The article highlights that Zhongneng Zhixin Company has been recognized as a national-level "specialized, refined, characteristic, and innovative" small giant enterprise, showcasing its technological strength and industry position in the energy sector [3]. Group 1: Company Recognition - Zhongneng Zhixin Company has been officially listed as a national-level "specialized, refined, characteristic, and innovative" small giant enterprise by the Ministry of Industry and Information Technology, indicating its significant role in enhancing the resilience and safety of the industrial supply chain [3][4]. - This recognition reflects the company's innovative breakthroughs and technological leadership in the field of multi-energy complementary smart operation products [1][3]. Group 2: Business Focus and Innovation - The company focuses on the "AI + energy" sector, developing a series of innovative products for multi-energy complementary smart operations, which include system planning, smart control, intelligent operation and maintenance, market trading, and economic evaluation [5][10]. - Zhongneng Zhixin has established a lean innovation system that emphasizes party leadership, AI empowerment, and talent aggregation, leading to the development of a product matrix that has received numerous awards for technological advancement [7][10]. Group 3: Market Position and Achievements - The company has achieved a market share of over 17% in its main products, contributing 43.8% to the revenue from emerging and future industries [9]. - It has developed a comprehensive service capability across the entire business chain, including consulting, control, trading, investment, and operation, ensuring 100% conversion of its innovative products [9]. Group 4: Technological Advancements - Zhongneng Zhixin has pioneered technologies such as multi-time scale real-time control and a three-stage coordination algorithm, which have significantly reduced renewable energy curtailment rates by 1.5% and achieved a load forecasting accuracy of 98% [10]. - The company has also filled gaps in the domestic market with high-precision simulation technologies and has been involved in the development of national and industry standards [10]. Group 5: Future Outlook - With the support of national policies and its technological foundation, Zhongneng Zhixin aims to continue advancing "AI + energy" innovations and contribute to the low-carbon and intelligent transformation of the energy sector [11].

宁德时代通过旗下基金投资了一个庞大的供应链网络，起点锂电经观察发现，宁德时代近期对三大领域有兴趣，在此进行了投资。 首先是硅碳负极材料领域。 宁德时代参投的基金 在本月 先后入股兰溪致德与天目先导 两家企业 ，两家公司均聚焦硅碳负极 赛道 ， 硅碳负极的能量密度已经得到了验 证，未来将会大规模搭载于固态电池以及下一代液态电池上，辅助电池性能达到新高度 。 从两家企业的布局情况来看， 天目先导 已进入 规模化生产 阶段 ，兰溪致德则 发力 固态电池高容量硅负极 赛道，且二者的布局与宁德时代 发展战略有着诸多互补之处，例如 天目先导 CVD 工艺 正好契合 宁德时代下一代电池技术路线，兰溪致德 则 可为 宁德时代 欧洲工厂提供 技术支撑 。 其次是布局绿氢装备领域。 宁德时代旗下的宁波梅山保税港区问鼎投资近日投资了上海氢鸾科技，这次投资 是 宁德时代首次涉足 制氢装备领域，氢鸾科技专注于阴离子 交换膜（ AEM ）水电解制氢技术 ，其 核心团队 主要来自 上海交大、佛山仙湖实验室、 中国科学院 大连化物所 ， 已实现从阴离子膜到系 统集成 全产业链 ，先后推出 多个 电解制氢系统。 值得注意的是，宁德时代在氢能领 ...

长江商报消息 ●长江商报记者 李璟 又一上市公司总部落地武汉。 11月18日，朗新集团（300682.SZ）在武汉光谷举行武汉总部揭牌仪式，标志着其在武汉的战略布局迈入实质性阶 段，也是"AI+能源"融合创新成果的集中展示。 根据朗新科技官微发布的消息，当天仪式上，朗新集团同步揭牌"朗新九功人工智能实验室"，并发布自主研发 的"电力交易智能体"产品，引发行业广泛关注。未来，公司将在武汉打造人工智能实验室，并研发服务于电力交 易的智能体。 朗新集团董事长徐长军在揭牌仪式上表示，武汉总部的正式启用，标志着公司扎根武汉的战略布局进入全新阶 段。作为AI驱动的领先能源科技企业，朗新集团将以AI技术为核心引擎，全面整合"AI研发、人才培养、业务运 营"三大职能，充分依托武汉东湖高新区在人才集聚、基础设施、产业政策与创新生态方面的优势，加快人工智能 与能源深度融合的技术研发和场景拓展。 激活区域发展新动能 2025年5月，朗新集团携手光谷交通投资集团打造的东湖高新区综合交通管理服务平台正式上线运行，首批纳入19 个停车场的8798个停车位，以及28座公共充电站，车位和充电桩信息可在光谷出行APP和小程序上共享，方便车 主 ...

Core Viewpoint - The establishment of the Wuhan headquarters of Longxin Technology Group marks a significant step in the company's strategic layout and showcases the integration of AI and energy innovation, aligning with China's "dual carbon" strategy [1][2]. Group 1: Strategic Importance - The Wuhan headquarters serves as a strategic hub for Longxin Technology, focusing on key areas such as new energy consumption, electricity market trading, and zero-carbon park construction [1]. - The headquarters is a response to national policies aimed at green and low-carbon development, emphasizing the importance of AI in transforming energy systems towards cleanliness, intelligence, and efficiency [1][6]. Group 2: AI and Energy Integration - Longxin Technology aims to leverage AI as a core engine to integrate R&D, talent cultivation, and business operations, enhancing the synergy between AI and energy sectors [2]. - The launch of the "Longxin Jiugong AI Energy Model" and the "Longxin Jiugong Electric Trading Intelligent Agent" highlights the company's commitment to advancing AI applications in energy systems [3][4]. Group 3: Collaboration and Talent Development - The "Longxin Jiugong Artificial Intelligence Laboratory" will collaborate with top local universities to foster innovation and develop a talent pool skilled in both AI and energy [3]. - The company plans to establish internship bases and joint research initiatives with local universities to nurture innovative talents in the AI and energy fields [3]. Group 4: Technological Advancements - The "Longxin Jiugong Electric Trading Intelligent Agent" offers intelligent and reliable solutions for electricity trading, achieving over 90% accuracy in price forecasting and 85% in risk warning [4]. - This product represents a significant technological advancement, supporting the transition of the energy industry towards intelligence and low carbon [4]. Group 5: Regional Development - The establishment of the headquarters is seen as a vital contribution to the development of the AI and energy ecosystem in the East Lake High-tech Zone, aligning with regional goals for sustainable growth [2][6]. - Longxin Technology's presence in Wuhan is expected to inject new momentum into the city's ambition to become a nationally influential technology innovation center [2].

Core Insights - The 17th Wuxi International New Energy Exhibition has opened, showcasing cutting-edge technologies and applications in the new energy sector, aimed at driving global green transformation [1] Group 1: Exhibition Highlights - The exhibition features advancements in various fields, including photovoltaic energy storage, integrated energy, zero-carbon parks, and virtual power plants, displaying new products and applications in energy equipment and AI+energy [2] - Far East Holdings focuses on integrating AI, computing power, and electricity, presenting a smart ecosystem that enhances the synergy between energy and computing [2] - Huaguang Huaneng showcases an industrial green microgrid demonstration project that integrates seven types of distributed energy sources, achieving over 60% renewable energy consumption [2] Group 2: Low-altitude Economy - The low-altitude economy is gaining attention, with products like 5G-connected drones from China Telecom and multi-rotor drones from Aerospace Guoqi, providing new solutions for urban transport, emergency response, and logistics inspection [2] Group 3: International Cooperation - Wuxi is actively building a global energy cooperation ecosystem, with international guests from 16 countries participating in discussions, including a "China-Europe New Energy (Photovoltaic and Storage) Investment Matching Conference" to connect Chinese companies with European projects [2] - Multiple international cooperation platforms were launched, including the "Wuxi New Energy Overseas Liaison Center" with new liaison points in Australia, UAE, and Guinea, and the "UN/International Organization Sustainable Procurement Service Center Wuxi Station" to facilitate domestic new energy products entering international public procurement markets [3] - The establishment of the "Global Green Low-Carbon Innovation Center" aims to promote the development of new energy technologies and support corporate low-carbon transitions [3]

Core Viewpoint - The release of the Antelope Energy Model 3.0 marks a significant advancement in the integration of AI and energy sectors, providing replicable solutions for the intelligent transformation of China's energy industry [1][9]. Group 1: Model Upgrades and Applications - Antelope Energy Model 3.0 features three major upgrades: continuous enhancement of foundational capabilities, deep integration of AI into business scenarios, and the establishment of a comprehensive toolchain for data processing and model evaluation [3][4]. - The model addresses key industry challenges by enhancing time-series modeling capabilities, which are crucial for maintaining the dynamic balance of power systems [4][6]. - The model has been successfully applied in various scenarios, including power forecasting, load forecasting, and electricity price prediction, achieving significant improvements in accuracy [6][7]. Group 2: Industry Collaboration and Ecosystem Building - The launch event was attended by government officials, industry leaders, and academic experts, emphasizing the collaborative effort in exploring the integration of AI and the energy industry [3][8]. - Antelope Company is actively building an industrial ecosystem by partnering with major state-owned enterprises and assisting in the development of large models for various applications [8][9]. - The company aims to support the high-quality development of the energy sector and contribute to achieving carbon neutrality goals through continuous technological iteration and scenario expansion [9].

针对这些痛点，羚羊能源大模型3.0构建起统一时序基础框架，完成时序信号统一表征与多任务统一建 模，解决传统模型碎片化问题。借助千亿级时序数据的自监督学习能力，模型可自主挖掘深层特征，建 立长周期建模能力，即便新场景数据稀缺也能快速泛化，让"沉睡"数据真正"开口说话"。 工业能源设备运维长期受困于预警规则固化、故障诊断依赖专家、检修经验难沉淀等痛点。羚羊设备运 维大模型通过融合语言与时序基础模型，利用"双擎驱动"架构，结合数据与知识的时空对齐机制，构建 起覆盖运行监控、消缺管理、定修管理、检修质量管理、智能分析的全流程智能化体系。 在日前举办的第八届世界声博会上，羚羊能源大模型3.0发布。会上同期发布了电力交易、设备运维两 大垂直场景模型，标志着羚羊公司在"AI+能源"领域实现升级，为我国能源行业智能化转型，探索可复 制推广的解决方案。 羚羊公司总裁徐甲甲阐述了羚羊能源大模型3.0的升级方向：一是基础能力持续升级，除语言、视觉能 力外，重点提升时序能力；二是将AI深度融入业务场景，解决实际问题；三是构建完善的全流程工具 链，包括数据清洗、训练框架、模型评估等。 新能源的安全高效消纳与电网稳定运行，核心在于精准把 ...

11月2日至6日，第八届世界声博会暨2025科大讯飞全球1024开发者节在合肥举办。期间，羚羊能源大模型成果发布会同步举行。羚羊工业互联网股份有限公 司（以下简称"羚羊公司"）发布了羚羊能源大模型3.0版本，及电力交易、设备运维两大垂直场景模型，为能源行业智能化转型探索"AI+能源"解决方案。 "时序数据是流淌在工业能源领域的血液。"徐甲甲表示，时序信号承载设备运行、功率变化和负荷波动，是决定系统能否稳定运行的关键。然而，作为反映 工业能源生产"过程性"的核心数据，其应用面临多重挑战。时序建模过程中需应对多源异构、非线性、非平稳性及高质量数据稀缺等关键问题，导致检测精 度偏低、泛化能力较弱、模型碎片化严重。 针对这些痛点，羚羊能源大模型3.0实现关键性突破。该模型构建起统一时序基础框架，完成时序信号统一表征与多任务统一建模，从根本上解决传统模型 碎片化问题；此外，该模型借助千亿级时序数据的自监督学习能力，可自主挖掘深层特征，建立长周期建模能力，即便新场景数据稀缺也能快速泛化， 让"沉睡"数据真正"开口说话"。 徐甲甲还解读了羚羊能源大模型在设备诊断、技术监督、智能班组、功率预测、电力交易、绿氢生产寻优等六大场 ...

Investment Rating - The report maintains a "Recommended" rating for the company [4][6]. Core Insights - The company reported a revenue of 2.446 billion yuan for the first three quarters of 2025, a year-on-year decline of 9.38%, and a net profit attributable to shareholders of 106 million yuan, down 33.95% year-on-year [1]. - The company has focused on its core business by divesting non-core operations, which has led to a significant decrease in revenue from its internet television segment, down approximately 30% [1]. - The dual strategy of "Energy Digitalization + Energy Internet" aims to focus on high-growth areas such as smart grids, charging aggregation, and electricity trading, which are expected to drive new revenue and profit growth [1][4]. Summary by Sections Financial Performance - For Q3 2025, the company achieved a revenue of 904 million yuan and a net profit of 77 million yuan [1]. - The forecast for revenue and net profit shows a recovery trend, with expected revenues of 5.044 billion yuan in 2025, 6.184 billion yuan in 2026, and 7.756 billion yuan in 2027, reflecting growth rates of 12.6%, 22.6%, and 25.4% respectively [5][11]. Strategic Focus - The company is enhancing its market presence in the energy digitalization sector and increasing R&D investments, particularly in AI applications for new power systems [2]. - The self-developed AI energy model has achieved global recognition, contributing to rapid growth in business scale, with transaction volumes on the life payment platform increasing by over 8% year-on-year [2]. Digital Asset Ecosystem - The company is collaborating with Ant Group to establish a new digital asset ecosystem in the energy sector, leveraging blockchain technology to improve asset management and valuation processes [3]. - The partnership aims to create a comprehensive service platform that covers asset on-chain, data aggregation, asset management, and pricing [3]. Future Outlook - The company is expected to see significant growth in earnings per share (EPS), projected at 0.46 yuan in 2025, 0.77 yuan in 2026, and 0.92 yuan in 2027, with corresponding price-to-earnings (PE) ratios of 39, 23, and 20 [4][5].

Core Insights - The forum themed "Deep AI Energy, Creating the Future" focused on the integration of AI and green energy transformation, highlighting the application prospects and practical challenges in this area [1][3] Group 1: Government and Institutional Perspectives - The global energy landscape is undergoing profound digital and intelligent transformations, with AI and energy green transition being key to achieving high-quality development under China's "dual carbon" goals [3] - Shenzhen is actively exploring "AI + Energy" innovations as a national low-carbon pilot city and digital economy hub, aiming to enhance collaboration to contribute to the "dual carbon" goals and address global climate change [3] Group 2: Corporate Innovations and Achievements - Shenzhen Energy Group has established an intelligent system covering the entire energy industry chain, marking a historic leap from technological exploration to system integration in "AI + Energy" [3][4] - The company has released six major technological innovations this year, including AI intelligent monitoring and green low-carbon management, emphasizing the importance of technological innovation in its operations [3] Group 3: AI Technology Development and Applications - AI technology is rapidly evolving towards multi-modal, intelligent agents, and deep integration, which will reshape the energy and power industry's technological landscape [4] - The integration of AI with clean energy is expected to significantly promote green energy development, with the majority of new electricity demand to be met by new clean energy generation by the end of the 14th Five-Year Plan [4] Group 4: Expert Discussions and Future Directions - Experts from various organizations discussed the innovative applications of AI in power system planning, intelligent scheduling, energy simulation modeling, and digital governance, providing forward-looking insights for the deep integration of AI and the energy industry [5] - The next steps involve promoting deep integration of AI with practical scenarios, aiming to create a self-coordinating and intelligent industrial ecosystem, with AI playing a crucial role in energy efficiency and carbon reduction [4][5]