Group 1 - Ant Group and GCL-Poly Energy announced the establishment of a new company "Ant Xinneng" to create an "AI-driven next-generation new energy ecosystem" by integrating AI and blockchain technology with energy project development and management [1] - Ant Xinneng aims to tap into the trillion-level market of energy AI applications, focusing on intelligent operations and decision-making across various electricity business scenarios, including power plant operation and maintenance, electricity trading, and virtual power plants [1][2] - GCL-Poly's President Zhu Yufeng emphasized the goal of providing standardized products for customers to manage energy assets and achieve low-emission targets, particularly in carbon asset management [1][3] Group 2 - The collaboration comes at a time when the domestic electricity market is undergoing significant changes, transitioning from traditional planned scheduling to a multi-layered market system with market-oriented trading mechanisms [2] - GCL-Poly's AI Virtual Power Plant (AIVP) and risk-weighted assets (RWA) innovations won multiple awards at the SNEC exhibition, highlighting the company's leadership in green energy technology and understanding of electricity trading [2] - The partnership is seen as a model of synergy between digital economy and energy industry, marking a strategic choice for GCL-Poly to embrace AI and reshape future energy forms [3]

黄金十年后，面临新挑战 过去十年间天然气行业经历了快速发展。国家发展改革委数据显示，2024年全国天然气表观消费量 4260.5亿立方米，同比增长8%，首次突破四千亿方。相较2014年的1848亿立方米，我国天然气消费规 模实现翻番。 业内普遍认为我国天然气行业前景广阔。国家发展改革委与国家能源局联合印发的《能源生产和消费革 命战略（2016—2030）》 曾提出，预计到2030年，天然气在我国一次能源消费中的比重将达到15％左 右。国家能源局发布的《中国天然气发展报告（2024）》显示，至2023年天然气在一次能源消费总量中 占比为8.5%，自2014年以来提升了4个百分点，但与15%的目标依然有距离。《2025年能源工作指导意 见》也依然提出天然气产量保持较快增长，油气储备规模持续增加是今年的主要目标之一。 不过在发展预期明确的同时，城燃企业依然面临具象的挑战。 天然气上下游顺价机制尚不完善为城燃企业带来了切实的经营压力。深圳市燃气集团股份有限公司党委 书记、董事长王文杰表示，城燃企业的销售收入基本均是用工商业售气收入来补贴民用。同时随着终端 用能的电气化，一些工商业用户选择放弃燃气改用其他能源也带来了较 ...