Core Viewpoint - The company Tianyu Digital Science (天娱数科) is entering the energy sector through its subsidiary Zhongke Shoudian (中科售电), positioning itself as an "intelligent carbon service provider" amid the electricity market reform and dual carbon goals in China [1][3]. Company Overview - Zhongke Shoudian was established in August 2024 with a registered capital of 20.4 million RMB, focusing on electricity trading, energy model prediction, and comprehensive energy management [1]. - The company has obtained electricity trading qualifications in regions such as Liaoning, Hainan, and Shaanxi [1]. Business Model and Strategy - The company aims to leverage its "smart energy model + national service network" to help various industries reduce electricity costs and optimize carbon asset allocation, positioning itself as the "intelligent engine" of the electricity market [2]. - The AI-driven electricity sales model is characterized by proactive, two-way interactions that link electricity consumption and purchasing, allowing for intelligent decision-making [2][4]. Market Context - The electricity trading sector is undergoing significant changes, with a projected market size of over one trillion RMB by 2025 as the country aims for full coverage of the electricity spot market [3]. - The shift from traditional electricity purchasing to a more complex model that includes cost optimization, green electricity consumption, and carbon asset management is essential for meeting modern enterprise needs [3]. Technological Innovation - The company utilizes a self-developed AI model that incorporates vast amounts of electricity market data, weather data, and enterprise consumption data to enhance its services [6]. - Key functionalities of the model include precise load forecasting, dynamic pricing strategies, and real-time deviation control, which collectively help clients optimize their electricity costs [6][7]. Target Industries - The company has tailored its services for high-energy-consuming sectors such as data centers and advanced manufacturing, offering strategies that combine long-term contracts with spot market purchases to achieve cost savings [8][9]. - In the manufacturing sector, services include production scheduling optimization based on time-of-use electricity pricing and comprehensive green electricity solutions [9]. National Expansion - The company's strategy involves establishing a national service network, starting from Liaoning and expanding to other provinces like Guangdong, Zhejiang, and Ningxia [10]. - Future efforts will focus on enhancing the "AI + energy" capabilities and deepening the implementation of intelligent carbon services across various high-energy industries [11].

Core Viewpoint - Tianyu Digital Science (002354) is entering the electricity sales sector as an "intelligent carbon service provider," leveraging AI and data analytics to optimize energy management and reduce costs for enterprises in various industries [1][2]. Company Overview - Tianyu Digital Science's subsidiary, Zhongke Electricity Sales (Liaoning) Co., Ltd., was established in August 2024 with a registered capital of 20.4 million RMB, focusing on electricity trading, energy modeling, and comprehensive energy management [1]. - The company has obtained electricity trading qualifications in regions such as Liaoning, Hainan, and Shaanxi [1]. Business Model and Strategy - The company aims to create a digital energy service platform that integrates data and algorithms with electricity trading and carbon management, addressing the complex needs of enterprises under the "dual carbon" goals [2]. - The AI-driven electricity sales model emphasizes proactive, data-driven decision-making, moving away from traditional passive approaches [3]. AI Sales Model - The AI sales model is characterized by a two-way, proactive, and preemptive approach, linking electricity consumption and purchasing to optimize decision-making [3]. - The model utilizes a self-developed foundational model that incorporates vast amounts of market, weather, and consumption data to enhance operational efficiency [5]. Key Functionalities of the AI Model - The model performs three main functions: precise load forecasting, dynamic electricity pricing strategies, and real-time deviation control to ensure alignment between electricity consumption and purchasing [5]. - The company has successfully reduced electricity costs for over 200 industrial users by more than 10 million RMB through these services [5]. Intelligent Applications - New intelligent power terminals provide three capabilities: precise energy insights, intelligent optimization and control, and deep value empowerment to guide energy-saving decisions [6]. Target Industries and Applications - The company customizes strategies for high-energy-consuming sectors like data centers, focusing on a combination of long-term, spot, and green electricity purchasing [7]. - In manufacturing, services include production scheduling optimization based on time-of-use electricity pricing signals to reduce energy costs [8]. Green Energy Services - The company has developed an integrated green electricity service system that combines various renewable energy sources and offers full-process green certificate trading services to manufacturers [8]. National Expansion Plans - The company is expanding its operations nationwide, with a strategy centered around Liaoning and plans to establish a service network across key regions such as Guangdong and Zhejiang [9][10].