Core Viewpoint - The transition of the global Real World Asset (RWA) economy from virtual assets to the real economy is leading to an unprecedented value reassessment in China's new energy industry, with a focus on digitalizing green physical assets to enhance liquidity and reduce transaction costs [1] Group 1: Strategic Cooperation - China National Energy (中环新能源) has announced a strategic partnership with Ant Group to collaborate on three key areas: asset tokenization, intelligent operations, and green certificate carbon asset services [1][2] - This partnership signifies a shift for China National Energy from a traditional "heavy asset operation" model to a "digital asset manager" strategy [1][2] Group 2: Operational Efficiency - The introduction of Ant Group's energy AI technology is expected to significantly enhance operational efficiency by improving power generation and load forecasting accuracy, maximizing the value of virtual power plants, and reducing operational costs [3] - The company is transitioning from a reliance on "human experience" to a decision-making system driven by "AI agents," marking a qualitative leap in operational efficiency [3] Group 3: Carbon Value Realization - The collaboration in the carbon asset sector aims to automate carbon accounting, optimize carbon trading, and create a carbon financialization platform, transforming carbon assets into a new revenue stream for the company [4][5] - This partnership represents a shift from "passive compliance" to "active revenue generation" in carbon management, establishing a closed-loop system for carbon asset value realization [5] Group 4: Strategic Transformation - China National Energy is fundamentally transforming its business model from an "electricity seller" to a "green energy asset manager and digital solution provider," aligning its valuation logic with technology platforms and asset management companies [6] - The company is making significant progress in application management and global expansion, having established partnerships in various regions, including the EU, Middle East, Africa, and Southeast Asia [6] - This transformation aims to create a closed-loop ecosystem that integrates green energy entities, digital technology, and global financial capital, positioning the company favorably in the competitive landscape of the new energy sector [6]