（文章来源：每日经济新闻） 南网数字（301638.SZ）1月5日在投资者互动平台表示，您好，感谢您的关注。"大瓦特"是公司推出的 电力人工智能产品品牌，包含电力行业人工智能平台和系列模型，公司不涉及机器人本体产品，相关产 品情况详见招股书。"大瓦特"模型目前主要以生产应用类模型为主，以用户实际应用需求为驱动，构建 相应的智能体落地应用。公司相关产品进展请以公告披露信息为准。 每经AI快讯，有投资者在投资者互动平台提问：董秘您好，感谢您的回复，大瓦特＂电力具身智能机 器人是贵公司的产品吗？这款机器人已经落地布局在日常工作中了吗？ ...

Core Insights - The report indicates that China's energy and electricity sector is experiencing significant breakthroughs in technological innovation, deep integration, and leading development trends [1] Investment and R&D - China's major power companies are increasing their R&D investment, with an average intensity of 2.82% in 2024, surpassing the national average of 2.68% [1] - Total investment in technological innovation reached 198.32 billion yuan, a year-on-year increase of 9.16%, with grid companies investing 51.28 billion yuan, generation companies 104.23 billion yuan, and construction companies 42.81 billion yuan [1] - The total number of research personnel in major power companies reached 237,073 in 2024, indicating an improvement in the quality of the technology talent pool [1] Achievements and Innovations - The power sector achieved notable results, winning 4 gold and 6 silver awards at the 25th Patent Awards in 2024, and accumulating 91 national science and technology awards from 2017 to 2024 [2] - The number of invention patent authorizations in major power companies reached 35,413 in 2024, reflecting a year-on-year growth of 13.5% [2] - The quality of scientific papers in the power sector is improving, with a strengthening of basic research capabilities [2] Technological Advancements - Thermal power generation is rapidly transitioning to high-efficiency, flexible, and low-carbon technologies, with breakthroughs in key technologies such as ultra-supercritical circulating fluidized bed boilers and large-scale carbon capture [2] - Hydropower and pumped storage technologies remain leading, with successful development of high-end equipment like 500 MW impact units and 700-meter high stability pumped storage units [2] - Wind power generation is trending towards larger and smarter units, with a 26 MW offshore wind turbine leading globally [2] - Photovoltaic cell conversion efficiency has repeatedly set world records, and advanced nuclear technologies like "Hualong One" and "Guohe One" are making steady progress [2] Grid and Storage Innovations - The grid sector has achieved significant results in ultra-high voltage and artificial intelligence technologies, establishing a foundation for new power systems [3] - New energy storage technologies are rapidly evolving, with developments in grid-type storage, long-duration storage, and solid-state batteries moving towards large-scale applications [3] - The deployment of energy sector "super brains" like the Dawa and Guangming power models has been initiated [3]

Core Viewpoint - The "China Electric Power Industry Technology Innovation Annual Development Report 2025" indicates that technological innovation in China's energy and power sector is experiencing significant breakthroughs, deep integration, and leading development trends [1]. Investment and R&D - China's major power enterprises have increased their R&D investment intensity to an average of 2.82% in 2024, surpassing the national average of 2.68% [1]. - Total funding for technological innovation in the power sector reached 198.32 billion yuan, a year-on-year increase of 9.16% [1]. - The breakdown of funding includes 51.28 billion yuan from grid companies, 104.23 billion yuan from generation companies, and 42.81 billion yuan from power construction companies [1]. - The total number of research personnel in major power enterprises reached 237,073 in 2024, indicating an improvement in the quality of the technology talent pool [1]. Achievements in Innovation - The power industry received four gold and six silver awards at the 25th Patent Awards in 2024, and a total of 91 national science and technology awards from 2017 to 2024 [2]. - The number of invention patents authorized in major power enterprises reached 35,413 in 2024, reflecting a year-on-year growth of 13.5% [2]. - The quality of scientific papers in the power sector has improved, and the strength of basic research has gradually increased [2]. Technological Advancements - The transition of thermal power generation towards high efficiency, flexibility, and low carbon has accelerated, with significant breakthroughs in key technologies such as ultra-supercritical circulating fluidized bed boilers and large-scale carbon capture [2]. - Hydropower and pumped storage technologies continue to lead, with successful development of high-end equipment like 500 MW impact units and 700-meter high stability pumped storage units [2]. - Wind turbine technology is trending towards larger and smarter designs, with a 26 MW offshore wind turbine leading globally [2]. - Photovoltaic cell conversion efficiency has repeatedly set world records, and advancements in nuclear energy technologies such as the "Hualong One" and "Guohe One" are progressing steadily [2]. Grid and Storage Innovations - Significant achievements in the grid sector include advancements in ultra-high voltage technology, artificial intelligence, and the development of major results with independent intellectual property rights [3]. - New energy storage technologies are rapidly iterating and moving towards large-scale applications, including grid-type storage and solid-state batteries [3]. - The deployment of energy power sector "super brains" like the Dawa and Guangming power models has been initiated [3].

Core Viewpoint - The "2025 Annual Development Report on Technological Innovation in China's Electric Power Industry" indicates that technological innovation in China's energy and electricity sector is experiencing significant breakthroughs, deep integration, and leading development trends [1] Investment and R&D - China's major electric power enterprises are increasing their R&D investment, with an average R&D expenditure intensity of 2.82% in 2024, surpassing the national average of 2.68% [1] - Total investment in technological innovation reached 198.32 billion yuan, a year-on-year increase of 9.16%, with grid enterprises investing 51.28 billion yuan, generation enterprises 104.23 billion yuan, and construction enterprises 42.81 billion yuan [1] - The total number of research personnel in major electric power enterprises reached 237,073 in 2024, indicating an improvement in the quality of the technology talent pool [1] Achievements in Innovation - The electric power industry received 4 gold and 6 silver awards at the 25th Patent Awards in 2024, and a total of 91 national science and technology awards from 2017 to 2024 [2] - The number of invention patent authorizations in major electric power enterprises reached 35,413 in 2024, reflecting a year-on-year growth of 13.5% [2] - The quality of scientific papers in the electric power sector is improving, and the strength of basic research is gradually increasing [2] Technological Advancements - The transition of thermal power generation towards high efficiency, flexibility, and low carbon is accelerating, with significant breakthroughs in key technologies such as ultra-supercritical circulating fluidized bed boilers and large-scale carbon capture [2] - Hydropower and pumped storage technologies remain leading, with successful development of high-end equipment like 500 MW impact units and 700-meter high stability pumped storage units [2] - Wind power generation is trending towards larger and smarter units, with a 26 MW offshore wind turbine leading globally [2] - Photovoltaic cell conversion efficiency has repeatedly set world records, and advanced nuclear technologies like "Hualong One" and "Guohe One" are making steady progress [2] Grid and Storage Innovations - The grid sector has achieved significant results in ultra-high voltage and artificial intelligence technologies, establishing a foundation for new power systems with proprietary intellectual property [3] - New energy storage technologies are rapidly iterating and moving towards large-scale applications, including grid-type storage and solid-state batteries [3] - The deployment of energy power models like "Super Brain" and "Guangming Power" is underway [3]

Core Insights - The report indicates that China's energy and electricity sector is experiencing significant breakthroughs in technological innovation, deep integration, and leading development trends [1] Investment and R&D - In 2024, major power companies in China are expected to have an average R&D expenditure intensity of 2.82%, surpassing the national average of 2.68% [1] - Total investment in technological innovation reached 198.32 billion yuan, a year-on-year increase of 9.16%, with grid companies investing 51.28 billion yuan, generation companies 104.23 billion yuan, and construction companies 42.81 billion yuan [1] - The total number of research personnel in major power companies is projected to reach 237,073, indicating an improvement in the quality of the technology talent pool [1] Achievements in Innovation - The power sector received four gold and six silver awards at the 25th National Patent Awards in 2024, and from 2017 to 2024, it accumulated 91 National Science and Technology Awards [2] - The number of invention patents authorized in 2024 reached 35,413, reflecting a year-on-year growth of 13.5% [2] - The quality of scientific papers in the power sector has improved, and foundational research capabilities are strengthening [2] Technological Advancements - The transition of thermal power generation towards high efficiency, flexibility, and low carbon has accelerated, with significant breakthroughs in key technologies such as ultra-supercritical circulating fluidized bed boilers and large-scale carbon capture [2] - Hydropower and pumped storage technologies continue to lead, with successful development of high-end equipment like 500 MW impulse units and 700-meter high stability pumped storage units [2] - Wind power generation is trending towards larger and smarter units, with a 26 MW offshore wind turbine leading globally [2] - Photovoltaic cell conversion efficiency has repeatedly set world records, and advanced nuclear technologies like "Hualong One" and "Guohe One" are making steady progress [2] Grid and Storage Innovations - In the grid sector, significant achievements have been made in ultra-high voltage and artificial intelligence technologies, establishing a foundation for new power systems [3] - New energy storage technologies are rapidly evolving, with grid-type storage, long-duration storage, and solid-state batteries moving towards large-scale applications [3] - The deployment of energy sector "super brains" like the Watt and Bright Power models has been initiated [3]

Core Insights - The report indicates that China's major power companies will have an average R&D expenditure intensity of 2.82% in 2024, surpassing the national average of 2.68%, highlighting the acceleration of energy and power transformation driven by technological innovation [1] Group 1: R&D Investment - In 2024, major power companies are expected to invest 198.32 billion yuan in technological innovation, representing a 9.16% increase from the previous year [1] - Among the investments, power generation companies will contribute the most at 104.23 billion yuan, while grid and construction companies will invest 51.28 billion yuan and 42.81 billion yuan, respectively [1] Group 2: Talent Development - The number of research personnel in major power companies is projected to reach 237,100 in 2024, with the proportion of master's and doctoral degree holders continuing to rise [1] - The percentage of doctoral degree holders increased from 2.95% in 2020 to 4.45% in 2024, indicating an ongoing optimization of the talent structure [1] Group 3: Achievements in Innovation - The power industry received four gold and six silver awards at the 25th Patent Awards in 2024, and from 2017 to 2024, it accumulated 91 national science and technology awards [2] - The number of patents authorized in the power sector reached 35,400 in 2024, marking a 13.5% year-on-year increase [2] Group 4: Technological Breakthroughs - The report highlights significant advancements in various energy sectors, including the transition of thermal power to high-efficiency, flexible, and low-carbon technologies, with breakthroughs in key technologies such as ultra-supercritical circulating fluidized bed boilers and large-scale carbon capture [3] - Hydropower and pumped storage continue to lead, with successful development of high-end equipment like 500 MW impact units and 700-meter high-stability pumped storage units [3] - Wind power is trending towards larger and smarter units, with a 26 MW offshore wind turbine leading globally, while photovoltaic cell conversion efficiency has repeatedly set world records [3] - The deployment of advanced nuclear technologies such as "Hualong One" and "Guohe One" is progressing steadily, positioning China at the forefront of advanced nuclear energy technology [3] - The power grid has achieved significant results in ultra-high voltage and artificial intelligence, establishing a solid foundation for a new power system [3] - New energy storage technologies are rapidly iterating and moving towards large-scale applications, with innovations in long-duration storage and solid-state batteries [3]

在上海电影制片厂，国内首部超百分钟生成式人工智能拟真人剧集近日上线，制作周期算短了三分之二，成本大幅降低。项目背后的支撑就是 影视专属算力池，满足实时渲染、文生视频、虚拟拍摄等多样化需求。 上海电影技术厂有限公司副总经理郗岳介绍，预计到2026年，可以实现百部以上的AIGC（生成式人工智能）项目规模化制作。对国产算力， 以及国产算力相关产业生态提出更高需求。 央视网消息：记者了解到，人工智能在制造业、金融、能源、医疗健康等领域的应用加速落地，这对国产算力相关产业链又将带来哪些机会？ 在复旦大学医学院，基于医生、患者和科研等场景的垂直模型和智能体正在开发落地当中，实现医生有AI智能体助手，患者有AI健康顾问。 复旦大学医学院副院长朱同玉介绍，对医生来说是他的一个"大脑"，也是他的"助手"。随时可以给患者提供一些健康服务。而每一个疾病在不 同人群也需要一个小模型，它有无限的想象空间。 在TCL的工厂，显示面板生产线部署垂域大模型，通过智能体实现全域自主监控、分析与决策，相关AI应用创造综合效益超过10亿元。 TCL创始人、董事长李东生表示，把AI的应用在先进制造业，能够实实在在创造出效果。他们一直在积极推动和国内 ...

中国南方电网有限责任公司党组书记、董事长 孟振平 习近平总书记强调，人工智能是新一轮科技革命和产业变革的重要驱动力量，加快发展新一代人工 智能是事关我国能否抓住新一轮科技革命和产业变革机遇的战略问题。"十五五"规划建议提出，"全面 实施'人工智能+'行动""抢占人工智能产业应用制高点"。 中国南方电网有限责任公司坚持以习近平新时代中国特色社会主义思想为指导，深入贯彻落实党中 央、国务院决策部署，实施全面智能化战略，大力推动人工智能与能源电力深度融合，驱动能源电力生 产力革命性跃迁和生产关系深层次变革，以数字化绿色化协同促进新型能源体系和新型电力系统建设， 勇做推进高水平科技自立自强、建设现代化产业体系、发展新质生产力的排头兵。 深刻认识人工智能驱动能源变革的战略意义，牢牢抓住发展人工智能的历史性机遇 数据驱动，构建高质量行业模型体系。强化人工智能要素支撑，推动能源数据资源的优化配置与高 效利用，率先启动南方能源行业可信数据空间建设，积极培育跨主体、跨区域的能源数据要素流通生 态。在推动人工智能技术攻坚、打造行业垂直大模型中持续突破，自主研发电力行业首个全自主可控人 工智能大模型"大瓦特"。 场景牵引，推动人工 ...

加快迈向全面智能化 塑造能源电力生产力新质态 孟振平 习近平总书记强调，人工智能是新一轮科技革命和产业变革的重要驱动力量，加快发展新一代人工智能 是事关我国能否抓住新一轮科技革命和产业变革机遇的战略问题。"十五五"规划建议提出，"全面实 施'人工智能+'行动""抢占人工智能产业应用制高点"。 中国南方电网有限责任公司坚持以习近平新时代中国特色社会主义思想为指导，深入贯彻落实党中央、 国务院决策部署，实施全面智能化战略，大力推动人工智能与能源电力深度融合，驱动能源电力生产力 革命性跃迁和生产关系深层次变革，以数字化绿色化协同促进新型能源体系和新型电力系统建设，勇做 推进高水平科技自立自强、建设现代化产业体系、发展新质生产力的排头兵。 深刻认识人工智能驱动能源变革的战略意义，牢牢抓住发展人工智能的历史性机遇 能源电力深度变革与人工智能快速演进形成历史性交汇，能源电力既为人工智能发展提供基础保障，其 转型变革进程也亟须人工智能技术的深度赋能。 发展人工智能是引领能源技术革命的重要引擎。当前，全球能源科技创新进入高度活跃期，可再生能 源、核能、储能、氢能等一大批新兴技术正以前所未有的速度加快迭代。以人工智能为代表的新 ...

习近平总书记强调，人工智能是新一轮科技革命和产业变革的重要驱动力量，加快发展新一代人工智能 是事关我国能否抓住新一轮科技革命和产业变革机遇的战略问题。"十五五"规划建议提出，"全面实 施'人工智能+'行动""抢占人工智能产业应用制高点"。 中国南方电网有限责任公司坚持以习近平新时代中国特色社会主义思想为指导，深入贯彻落实党中央、 国务院决策部署，实施全面智能化战略，大力推动人工智能与能源电力深度融合，驱动能源电力生产力 革命性跃迁和生产关系深层次变革，以数字化绿色化协同促进新型能源体系和新型电力系统建设，勇做 推进高水平科技自立自强、建设现代化产业体系、发展新质生产力的排头兵。 深刻认识人工智能驱动能源变革的战略意义，牢牢抓住发展人工智能的历史性机遇 发展人工智能是促进能源绿色转型的战略支撑。当前，高比例新能源渗透、强不确定性波动、多形态设 备交互等趋势日益凸显，电网形态结构发生深刻变革，系统安全性、经济性等面临前所未有的挑战。要 充分发挥人工智能深度学习能力、强大泛化能力和复杂计算优势，强化多场景应用，全面赋能发输变配 用各环节，提升电网对清洁能源的接纳、配置、调控能力，有力支撑新型能源体系和新型电力系统建 ...