（原标题：华塑科技等成立数字能源技术公司，含AI及机器人业务） 企查查APP显示，近日，湖州华塑数字能源技术有限公司成立，经营范围包含：智能机器人的研发；智能机器人销售；人工智能应用软件开发； 人工智能行业应用系统集成服务；集成电路芯片及产品制造等。企查查股权穿透显示，该公司由华塑科技（301157）间接全资持股. 相关ETF 估值分位:21.21% 游戏ETF (产品代码：159869) ★ 跟踪：中证动漫游戏指数 近五日涨跌: 3.51% 食品饮料ETF (产品代码: 515170) ★ 跟踪：中证细分食品饮料产业主题指数 近五日涨跌: -1.54% 市盈率： 20.73倍 资金流向: 最新份额为109.0亿份,增 加了6450.0万份,净申赎 3688.3 厂元。 市盈率:147.85倍 资金流向: 最新份额为532.1亿份, 减 少了4.3亿份，净申赎-6.0亿 元。 估值分位: 94.91% 云计算50ETF 市盈率： 36.91倍 资金流向: 最新份额为78.1亿份,减少 了2.5亿份，净申赎-3.6亿 元。 估值分位:54.78% 科创50ETF (产品代码: 588000) ★ 跟踪：上证科创 ...

封面新闻记者 陈彦霏 此次签约项目总投资约2亿元，将在天府新区重点打造五大核心功能中心：产品展示中心、城市群虚拟电厂AI调度中心、中小企业能效服务AI管理中心、 能源金融服务优选AI中心以及创新研发中心。 11月25日，记者从四川天府新区了解到，四川川能智网实业有限公司（以下简称"智网公司"）将其重点打造的虚拟电厂及风光储一体化数智平台项目正式 落地天府新区。 作为中国三峡集团、四川能源发展集团、成都天投集团等共同组建的国有控股企业，智网公司自2016年成立以来，已成长为国家高新技术企业、国家级专 精特新"小巨人"企业、四川省首家获得国家电网虚拟电厂经营资质的企业，年市场化电力交易电量超300亿千瓦时，服务企业超10000家，在数字能源领域 构筑起坚实的行业地位。 项目核心是依托自主开发的能源行业大模型算法，深度融合"互联网+物联网+虚拟电厂"技术，为电力资源的虚拟化、智能化管理提供一站式解决方案， 最终构建一个领先的虚拟电厂及风光储一体化数智平台。 值得一提的是，该平台深度聚合工业、商业、公用事业单位等需求侧资源，将分布式能源、柔性负荷、储能设施等"沉睡资源"转化为具备系统调节能力 的"数字能源资产"，形成 ...

项目核心是依托自主开发的能源行业大模型算法，深度融合"互联网+物联网+虚拟电厂"技术，为电力资源的虚拟化、智能化管理提供一站式解决方案， 最终构建一个领先的虚拟电厂及风光储一体化数智平台。值得一提的是，该平台深度聚合工业、商业、公用事业单位等需求侧资源，将分布式能源、柔性 负荷、储能设施等"沉睡资源"转化为具备系统调节能力的"数字能源资产"，形成统一可调度的"云端电厂"参与电力市场交易和电网运行，切实降低企业用 能成本。 事实上，智网公司的创新模式已在西南多个地区成功落地实施，为当地打造能碳管理"一张网"，有效破解城市能源数字化管理难题，赋能公用事业单位降 电价、降能耗、降管理费用。本次项目在天府新区落地后，预期不仅能直接带动超过百人的高端人才就业并产生显著的经济贡献，更将助力新区抢占新能 源与人工智能交叉领域的产业制高点，强化其在绿色低碳产业生态中的影响力和竞争力，为公园城市建设提供坚实的能源数字化支撑。 每日经济新闻 智网公司落地天府新区 图片来源：成都科学城提供 近日，四川川能智网实业有限公司（以下简称"智网公司"）将其重点打造的虚拟电厂及风光储一体化数智平台项目正式落地天府新区，为天府新区新能源 产业 ...

内容概况：中国数字能源行业正处于快速扩张与技术深化的关键阶段。2024年，中国数字能源行业市场规模约为934亿元，同比增长13.21%。随着AI、物联 网、区块链等数字技术深度融合，智能电网、虚拟电厂、数字孪生技术广泛应用，提升能源生产、传输、消费全链条效率。未来，随着碳金融创新、国际合 作深化及新兴场景（如零碳园区）拓展，数字能源将向更智能、绿色、融合方向演进，支撑"双碳"目标实现与能源安全战略，成为全球能源转型的核心引 擎。 相关上市企业：宁德时代（300750）、阳光电源（300274）、比亚迪（002594）、亿纬锂能（300014） 相关企业：隆基绿能科技股份有限公司、天合光能股份有限公司、晶澳太阳能有限公司、晶科能源控股有限公司、新疆金风科技股份有限公司、明阳智慧能 源集团股份公司、大唐国际发电股份有限公司、华能国际电力股份有限公司、宁德时代新能源科技股份有限公司、比亚迪股份有限公司、华为技术有限公 司、中国联合网络通信集团有限公司、杭州海兴电力科技股份有限公司、威胜集团有限公司、国家电网有限公司、国电南瑞科技股份有限公司 关键词：数字能源、数字能源市场规模、数字能源行业现状、数字能源发展趋势 一 ...

Core Insights - Wuxi has launched its third city-level super scene, "Infinite Wuxi, Carbon Future," focusing on green transformation, technological empowerment, and systematic carbon reduction [1][2] - The city has facilitated cooperation on 80 city-level super scene projects, with a total cooperation amount exceeding 4 billion yuan [1] - The initiative integrates advanced photovoltaic technology, new energy storage, zero-carbon parks, and near-zero carbon renovations across 15 independent scene directions [1] Group 1 - The "Infinite Wuxi, Carbon Future" super scene aims to explore urban green development practices through energy structure optimization, industrial green upgrades, and low-carbon lifestyle transitions [1] - Over 150 companies participated in the event, showcasing their green innovation capabilities and facilitating precise matching of low-carbon innovation demands with technological supply [1] - Wuxi has initiated a financial service model called "scene loan," with the first batch of signed agreements totaling 150 million yuan [2] Group 2 - Wuxi has opened 85 scene opportunities and 192 scene capabilities, conducting over 100 supply-demand matching activities throughout the year [2] - The city aims to create a first-class ecosystem driven by innovation and scene application, positioning itself as a benchmark city for scene innovation in the country [2] - Future plans include aligning with national and provincial policies to deepen scene application and foster a collaborative carbon reduction system [2]

转自：新华财经 在江阴远景能源科技有限公司（下称"远景能源"）零碳产业园车间里，巨型智能风机叶片正有条不紊地 进行组装。这批设备即将启运沙特，助力当地可再生能源开发。"风力发电机组作为大型成套设备，单 台金额大、交付周期长，对外出口易产生资金风险。"远景能源银行融资高级总监丁雪说，"中国信保不 仅为我们提供了1亿美元保函授信，还协助完善内部风险管理体系，让银行更愿意为项目提供配套融 资，增强了企业出海竞争力。" 随着绿色金融政策和产品日趋完善，一批绿色项目相继落地生根。针对江苏某数字能源企业赴美投资充 电桩项目的需求，中国信保江苏分公司量身出具海外投资（股权）保险保单和海外投资债权（股东适 用）保险保单，助力企业顺利参与美国数字能源市场竞争；面对国电南瑞科技股份有限公司出口加纳光 伏电站配套设备项目，其创新采用全额信用证付款模式，出具特定合同保险保单，推动项目顺利实 施……2023年以来，中国信保江苏分公司支持绿色贸易和项目承保金额达427.7亿美元。 项目推进期间，中国信保江苏分公司全程护航，整合运用出口集成创新模式、行业承保专业优势和历史 项目推动经验，破解商务合同繁杂、融资协调难度大等难题，高质量完成项 ...

Group 1: Aerospace and Technology - The successful launch of the Shenzhou 21 manned spacecraft was supported by various sensor and monitoring systems developed by Nanjing Gaohua Technology Co., Ltd, ensuring the mission's success [1][2] - Gaohua Technology has a strong presence in aerospace, having participated in key projects such as manned spaceflight, lunar exploration, and the BeiDou project, showcasing its technological capabilities [2][3] - The aerospace industry in Nanjing is a key focus area, with policies aimed at creating a nationally influential aerospace research and manufacturing hub, leading to significant growth in high-tech manufacturing [3] Group 2: Medical Equipment - Nanjing Puhui Medical Equipment Co., Ltd has become the second-largest supplier of medical X-ray imaging systems in China, with a strong market presence in mobile C-arms [4] - The company recently received FDA approval for its large flat-panel C-arm product, marking a significant step in its global expansion strategy [4] Group 3: Internet and Modern Services - The rise of internet platforms in Nanjing is enhancing the modern service industry, with companies like Huitongda Network leveraging AI to improve retail operations for small businesses [5][6] - China Manufacturing Network, a core platform under Focus Technology, has seen significant growth, with a 35% increase in site traffic and a strong presence in emerging markets [6] Group 4: Innovation and Industry Development - Nanjing is fostering a modern industrial system through innovation, with companies like Tianchuang Intelligent Technology showcasing advanced robotics at international expos [8] - The city is also focusing on high-end manufacturing and digital transformation, with significant investments in R&D and technology innovation across various sectors [9]

Core Insights - The 2025 Huawei China Digital Energy Innovation Conference was successfully held in Linyi, focusing on high-quality development and green transformation in the energy sector [1][19] Group 1: Industry Trends - The renewable energy industry is a key focus for strategic emerging industries and is seen as a battleground for the new technological revolution and industrial competition [3] - Shandong Province is a major energy production and consumption area, with a strong emphasis on renewable energy as a priority for its development [3] - The integration of digital technology and energy systems is crucial for enhancing the efficiency and sustainability of the energy sector [8][9] Group 2: Technological Innovations - Huawei's "low-carbon park + megawatt supercharging + green logistics" model is highlighted as a key to unlocking new applications of renewable energy [5] - The launch of the "Laiya Supercharging" station marks a significant advancement in the supercharging ecosystem, enhancing profitability and environmental friendliness [5] - Huawei's innovative solutions, such as the first "15-minute level" megawatt supercharging solution for electric heavy trucks, address rapid energy replenishment challenges [11] Group 3: Collaborative Efforts - Huawei collaborates with various enterprises, universities, and institutions in Shandong to create replicable and scalable outcomes in energy system construction and project implementation [9] - The partnership between Huawei and Guohua Investment in offshore photovoltaic projects serves as a global benchmark for large-scale development in this sector [13] - The establishment of a comprehensive green smart charging network in Linyi, supported by Huawei, aims to enhance logistics efficiency and sustainability [16] Group 4: Achievements and Future Goals - As of September this year, Shandong Province has achieved a renewable energy installed capacity of 124 million kilowatts, accounting for 50% of its total capacity, with solar power leading nationally for eight consecutive years [6] - The conference showcased the "Ten-Year High-Quality Power Station" and "Huawei Shandong Digital Energy Benchmark Points," highlighting successful collaborations and innovations in energy efficiency and sustainability [18] - By 2025, Linyi plans to establish 36 "Laiya Supercharging" stations, contributing to a comprehensive charging infrastructure and supporting the city's green logistics transformation [24]

Core Viewpoint - China Life Insurance Co., Ltd. announced a joint investment with related parties in a fund aimed at investing in sectors such as semiconductors, digital energy, and smart electric vehicles [1][5]. Group 1: Investment Details - The company plans to invest RMB 2 billion and its affiliate, Guoshou Industrial Investment Co., Ltd., will invest RMB 10 million in the Guoshou Investment - Yuanzhi Fund Equity Investment Plan [1][5]. - The investment will be made through a trust agreement with Guoshou Investment Insurance Asset Management Co., Ltd. [1][5]. Group 2: Purpose and Objectives - The primary purpose of this transaction is to implement the central government's decision to enhance financial services for the real economy and improve investment returns from insurance funds [5]. Group 3: Transaction Classification - This transaction constitutes a related party transaction but does not qualify as a major asset restructuring [6]. - The transaction does not meet the standards for shareholder meeting review [6].

Core Insights - The rapid penetration of AI large models across various industries presents both opportunities and challenges, particularly in the construction of intelligent computing centers [1] - Traditional data center construction methods are becoming inadequate, necessitating a shift towards standardized and modular distributed architectures [1][3] - Huawei's RAS (Reliable, Agile, Sustainable) concept addresses the industry's transformation needs and is being implemented in benchmark projects like the National Meteorological Administration [1][8] Group 1: Security and Reliability - The security value of data centers has reached new heights, with AI cluster power density increasing to 20-50 kW, potentially reaching 200 kW [2] - A 10 MW intelligent computing center can deliver computing power equivalent to hundreds of traditional data centers, making security a core competitive advantage [2] - Huawei has developed a comprehensive lifecycle security system covering product, architecture, intelligence, and operations [2] Group 2: Agile and Modular Construction - The construction cycle for data centers has shortened from 18-24 months to a demand for 6-12 months, necessitating a modular approach [3] - Huawei's modular technology enables flexible deployment and rapid iteration, focusing on subsystem decoupling, functional modularization, prefabrication, and high-density integration [3] - The Huawei Cloud (Wuhu) data center project exemplifies this approach, completing delivery in just three months [3] Group 3: Green and Low-Carbon Initiatives - Data centers must meet increasing computing power demands while also addressing low-carbon development responsibilities [6] - Huawei's UPS systems achieve up to 99.1% efficiency, and the company promotes the integration of air and liquid cooling technologies [6] - The National Meteorological Administration project showcases Huawei's green solutions, achieving a PUE value below 1.3 while supporting high-density computing [6] Group 4: Ecosystem Collaboration - Huawei aims to drive high-quality industry development through technology output and ecosystem collaboration, rather than operating in isolation [7] - The future of data centers will see a shift from being mere power suppliers to value creators, emphasizing technological innovation and ecosystem synergy [7] - Huawei's end-to-end capabilities allow for precise matching of power, cooling solutions, and computing needs, enhancing operational efficiency [7] Group 5: Energy as a Strategic Resource - The demand for electricity in data centers is escalating, with the industry entering the "gigawatt era" [8] - Huawei's goal is to create a secure, agile, and green foundation for intelligent computing, ensuring efficient conversion of electricity into computing power [8] - The company's RAS concept is reshaping the development landscape of intelligent computing centers, supporting initiatives like the "East Data West Computing" strategy and carbon neutrality goals [8]