"务必重视"新增推荐！【国盛证券何亚轩】安科瑞：AIDC能效管理核心品种，国内外成长动能强劲 算力投资浪潮下，AIDC能效管理需求有望放量。 随着AI迅猛发展，算力需求呈现爆发式增长，叠加优异的政策支持环境，AIDC建设有望持续加快。 测算2029年我国数据中心能效管理系统需求有望达26.6亿元，是2024年的11.6倍。 安科瑞已推出AcrelEMS数据中心产品，已应用至尚航惠山国际数据中心、西部（重庆）科学城先进数据中心等项 目上，且和电信运营商、国家电网、互联网头部企业、银行等客户均有紧密业务合作，后续业务规模有望放量。 国网"十五五"固投目标大增40%，微电网需求释放有望提速。 国网"十五五"规划强调要探索末端保供型、离网型微电网模式，夯实数智基础设施，实施"人工智能+"专项行动， 强化电网数字赋能，有望驱动企业微电网能效管理需求进一步增多。 随着国家"双碳"和"双控"政策推进、分布式新能源装机量持续增多、峰谷电价差拉大、电价市场改革持续推进，企 业微电网能效管理系统需求有望加速释放（我们测算我国企业微电网能效管理市场总需求2万亿，每年释放需求超 500亿）。 数据中心电力成本约占运营总成本的 40% ...

引言 在"双碳"目标与数字化转型的双重驱动下，企业对能源利用的诉求已从单一的"设备节能"升级为全 场景的"系统提效"。无论是追求极致PUE的数据中心、需要精细化运营的商业楼宇，还是面临严苛减排 压力的工业园区，企业决策者在寻找合作伙伴时，不再仅仅寻找一个"卖产品"的供应商，而是寻找能够 深刻理解特定行业痛点、提供"软硬一体"定制化方案的战略伙伴。 面对市场上众多的技术供应商，决策者们往往面临困惑：能效管理厂家众多，谁才是适合我的"最 优解"？真正的强者，不在于单纯的产品线罗列，而在于能否针对不同行业的复杂场景，提供从底层硬 件互联、中层边缘控制到顶层数字化咨询的完整闭环能力。本文将深入盘点五家在能效管理领域具有代 表性的行业领军企业，剖析其核心优势与适用领域，助您找到最匹配自身需求的能效专家。 一、施耐德电气 (Schneider Electric) 核心定位与技术架构：作为全球产业技术的领导者，施耐德电气确立了"数字化 + 电气化 = 可持续"的 核心战略。其最大的差异化优势在于通过 EcoStruxure™ 架构，构建了从互联互通产品、边缘控制到应 用、分析与服务的完整层级。施耐德电气不仅提供技术，更通过 ...

Core Viewpoint - Anke Rui achieved a net profit attributable to shareholders of 126 million yuan in H1 2025, representing a 25% year-on-year increase, with revenue growth in line with expectations [1] Financial Performance - The company's revenue for Q1 and Q2 was 240 million yuan and 300 million yuan respectively, with year-on-year growth of 0.6% and 2.3% [1] - The net profit attributable to shareholders for Q1 and Q2 was 52 million yuan and 73 million yuan respectively, with year-on-year growth of 15.3% and 32.6%, indicating a significant acceleration in Q2 performance [1] Industry Position and Future Outlook - As a leading enterprise in energy management systems, the company provides products for zero-carbon park construction, including carbon measurement meters, distributed photovoltaics, distributed energy storage, orderly charging for electric vehicles, and smart energy management platforms [1] - The company offers integrated solutions through "cloud-edge-end" collaboration, which is expected to benefit from the increasing demand for zero-carbon park construction in the future [1]

Group 1 - The 2025 DEMO WORLD Open Innovation and Investment Conference was held in Shanghai, focusing on the theme "Innovative Integration, Infinite Possibilities" [1] - The conference unveiled the "Top 100 Globalization New Forces of Chinese Enterprises" list, highlighting pioneering companies that lead their industries globally [1] - The list is divided into two categories: "Leading" with 40 companies achieving at least $10 million in overseas revenue by 2024, and "Growing" with 60 companies that have established overseas revenue and strategic foresight in global markets [1] Group 2 - DeepCtrls was recognized as a "Leading" enterprise due to its revolutionary "PhyAI" deep energy efficiency engine and global strategic practices [2][3] - DeepCtrls specializes in global energy management and optimization technology, utilizing a high-precision model to achieve global optimization control of complex energy systems [3] - The company's core algorithm can dynamically optimize energy consumption parameters with an error margin of 3%, improving energy efficiency by at least 10% compared to mainstream technologies [3] - DeepCtrls has served major clients across various sectors, including semiconductor, renewable energy, data centers, pharmaceuticals, and automotive, saving a total of 812 million kWh and reducing CO2 emissions by approximately 809,600 tons [3] - In the context of global carbon neutrality and digital transformation, "PhyAI" is redefining the energy-saving 4.0 era and represents China's technological influence in global energy management [3] - The company aims to continue providing energy efficiency solutions that integrate Chinese wisdom for global industries through an innovative model of "technology output + localized service" [3]