AI技术与电力交易结合

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国能日新(301162) - 2025年6月20日投资者关系活动记录表
2025-06-20 09:52
Group 1: Market Outlook and Growth - The company anticipates a robust market for centralized power forecasting, with a projected addition of approximately 200 GW of new wind and solar installations in 2025, maintaining a favorable operational environment for the industry [2][8] - In the first four months of 2025, solar power installations reached 104.93 GW, a year-on-year increase of 74.6%, while April alone saw a record addition of 45.22 GW, up 214.7% from the previous year [2][8] - Wind power installations totaled 19.96 GW in the same period, reflecting an 18.53% year-on-year growth [2] Group 2: Distributed Power Forecasting Policies and Market Demand - The growth of distributed solar power has significantly impacted grid dynamics, leading to the implementation of the "Four Available" management requirements by the National Energy Administration [4] - Since January 2025, the company has seen a rapid increase in clients for its power forecasting services in the distributed solar sector, driven by new regulatory requirements [4] Group 3: Competitive Landscape in Distributed Power Forecasting - The distributed power forecasting market is characterized by a large number of small-scale projects with lower unit prices, contrasting with the centralized market [5] - Major comprehensive group companies show limited interest in the distributed power forecasting market, leaving opportunities for smaller firms to expand their market share [5] Group 4: Integration of AI Technology in Power Trading - The company integrates AI technology into energy management, utilizing its proprietary "Kongming" AI meteorological forecasting model for precise predictions [6][7] - The AI-driven power trading decision support platform enhances trading strategies by analyzing power forecasts, market prices, and user preferences, facilitating a shift from broad management to refined operations [6][7] Group 5: Business Progress in 2025 - The company reports that its business developments in the first half of 2025 align with operational expectations, supported by a favorable market environment for the renewable energy sector [8] - Financial data will be disclosed in subsequent reports as per regulatory requirements [8] Group 6: A-Share Issuance Progress - The company has received approval from the China Securities Regulatory Commission for its A-share issuance to specific investors, and is actively advancing this process [9]