这是临沂市首个虚拟电厂标杆工程，承载着山东分布式能源规模化利用与电网灵活调控的使命，其虚拟电厂系统平台由国能日新全程开 发搭建，助力山东虚拟电厂迈入市场化应用。 转自：山东财经报道 文 | 初磊 北京上市公司国能日新（301162.SZ）微信公众号显示，近日，总投资10.38亿元的国信（山东）售电虚拟电厂示范项目正式启动。 国能日新成立于2008年2月，2022年4月上市，主营业务是提供新能源信息化产品及相关服务，主要产品是新能源发电功率预测产品、新 能源并网智能控制系统、电网新能源管理系统、电力交易、智慧储能、虚拟电厂、微电网等相关创新产品。 据公告，国能日新2025年前三季度实现营收4.99亿元，同比增长36.97%；归母净利润为6935.26万元，同比增59.97%。 从国能日新在山东的投资布局来看，其2024年1月在山东参股了萨纳斯智维（青岛）电力有限公司，该公司注册资本1150万元，自然人耿 文强为控股股东，持股34.78%，国能日新持股20%。 企查查信息显示，萨纳斯智维（青岛）电力有限公司2025年11月在日照注册成立了萨纳斯（日照）光伏新能源有限公司，注册资本100万 元，耿文强任法定代表人。 ...

Core Viewpoint - Guoneng Rixin's stock price has experienced fluctuations, with a year-to-date increase of 47.90% but a recent decline of 11.60% over the past five trading days [1] Company Overview - Guoneng Rixin Technology Co., Ltd. is located in Haidian District, Beijing, and was established on February 2, 2008. It was listed on April 29, 2022 [1] - The company primarily provides renewable energy power forecasting products, including forecasting systems and services, as well as smart control systems and management systems for renewable energy plants and grids [1] Business Performance - For the period from January to September 2025, Guoneng Rixin achieved operating revenue of 500 million yuan, representing a year-on-year growth of 36.97%. The net profit attributable to shareholders was 75.43 million yuan, up 41.75% year-on-year [2] - The main revenue sources are: renewable energy power forecasting products (69.49%), smart control systems (17.29%), other products and services (11.30%), and supplementary services (1.93%) [1] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 7.39% to 7,073, while the average circulating shares per person decreased by 6.89% to 12,049 shares [2] - The company has distributed a total of 193 million yuan in dividends since its A-share listing, with 161 million yuan distributed over the past three years [3] Institutional Holdings - As of September 30, 2025, Nord Value Advantage Mixed Fund (570001) is the fourth largest circulating shareholder, holding 3.2605 million shares, an increase of 869,100 shares compared to the previous period [3]

Core Viewpoint - Guoneng Rixin's stock price has shown significant growth this year, with a year-to-date increase of 57.37%, despite a slight decline in recent trading days [2]. Company Overview - Guoneng Rixin Technology Co., Ltd. was established on February 2, 2008, and went public on April 29, 2022. The company is located in Haidian District, Beijing [2]. - The main business involves providing renewable energy power forecasting products and related services to renewable energy power plants, generation groups, and grid companies [2]. - The revenue composition includes: 69.49% from renewable energy power forecasting products, 17.29% from smart grid control systems, 11.30% from other products and services, and 1.93% from supplementary services [2]. Financial Performance - For the period from January to September 2025, Guoneng Rixin achieved a revenue of 500 million yuan, representing a year-on-year growth of 36.97%. The net profit attributable to shareholders was 75.43 million yuan, with a year-on-year increase of 41.75% [2]. - The company has distributed a total of 193 million yuan in dividends since its A-share listing, with 161 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 7.39% to 7,073, while the average circulating shares per person decreased by 6.89% to 12,049 shares [2]. - Among the top ten circulating shareholders, Nord Value Advantage Mixed Fund holds 3.26 million shares, an increase of 869,100 shares compared to the previous period [3]. Market Activity - On November 12, Guoneng Rixin's stock rose by 2.11%, reaching 58.69 yuan per share, with a trading volume of 53.01 million yuan and a turnover rate of 1.07%. The total market capitalization is 7.781 billion yuan [1]. - The net inflow of main funds was 4.1052 million yuan, with large orders accounting for 11.97% of purchases and 4.23% of sales [1].

Core Viewpoint - Guoneng Rixin plans to establish a joint venture with Dongfang Yuanglin's subsidiary to develop a storage-related company, aiming to expand market opportunities and create new profit growth points [1][2][3]. Joint Venture Details - Guoneng Rixin and Dongfang Xinneng will jointly invest in establishing Dongfang Xinneng (Beijing) Energy Storage Industry Development Co., Ltd. with a registered capital of 400 million yuan, where Guoneng Rixin will contribute 160 million yuan, accounting for 40% [2]. - Dongfang Xinneng will manage the financing and operations of the joint venture and its project companies, while Guoneng Rixin will provide feasibility and economic assessments for renewable energy projects [2][3]. Strategic Focus - The investment aligns with Guoneng Rixin's strategic development plans, leveraging Dongfang Xinneng's advantages in renewable asset development and Guoneng Rixin's expertise in asset operation services to explore new business models [3]. Performance Growth - In the first half of 2025, Guoneng Rixin's service scale increased significantly, with a net addition of 1,116 power stations, surpassing historical levels [1][4]. - The company reported a revenue of 205 million yuan from its renewable energy power forecasting products, accounting for 63.96% of total revenue, indicating strong downstream demand [4]. Financial Results - For the first three quarters of 2025, Guoneng Rixin achieved a revenue of 500 million yuan, a year-on-year increase of 36.97%, and a net profit of approximately 75.43 million yuan, up 41.75% [5]. - The company improved cost management, with reductions in sales, management, and R&D expense ratios compared to the previous year [5].

Core Viewpoint - The company, Guoneng Rixin, is experiencing significant growth in its power prediction services for distributed photovoltaic (PV) systems, driven by increasing market demand and supportive policies in the renewable energy sector [1][2]. Group 1: Market Demand and Policy - The distributed photovoltaic capacity is growing annually, impacting the power grid's flow direction and energy quality. The National Energy Administration's guidelines emphasize the "four capabilities" management requirements for distributed renewable energy [1]. - As of the end of Q3 2025, the company has seen a notable increase in new clients for its power prediction services, contributing to rapid growth in its service station scale [2]. Group 2: Business Expansion and Renewal Rates - The market demand for power prediction services has significantly increased due to the rapid growth of new energy installations and the introduction of management requirements for distributed stations. The company aims to expand its client base further [2]. - The renewal rate for the company's power prediction service fees has consistently remained above 95%, indicating strong customer retention and growth in service fee revenue [2]. Group 3: Power Trading Strategy - The company has strategically invested in power trading-related businesses, focusing on research, product development, and marketing. This includes increasing personnel in relevant roles and establishing a dedicated marketing team for power trading products [3]. - The company utilizes its self-developed "Kuangming" new energy model to enhance trading strategies, providing reliable data for decision-making in power trading [3]. Group 4: Independent Energy Storage Station Services - The company has launched a service model for independent energy storage station management, integrating various data sources to create a power market prediction system. This service aims to help clients optimize their operations and capture peak and valley electricity prices [4]. - The service includes a full-cycle operation management for clients, along with the provision of energy management systems and control solutions, generating additional revenue from product sales [4]. Group 5: Financial Performance - For the first three quarters of 2025, the company's main business revenue reached 500 million yuan, a year-on-year increase of 36.97%. The net profit attributable to shareholders was approximately 75.43 million yuan, up 41.75% year-on-year [7]. - The company has effectively controlled its expenses, with sales, management, and R&D expense ratios decreasing compared to the previous year, while revenue growth outpaced expense growth [5][6].

Core Viewpoint - Guoneng Rixin's stock price has shown significant growth this year, with a year-to-date increase of 57.93%, indicating strong market performance and investor interest [1][2]. Company Overview - Guoneng Rixin Technology Co., Ltd. is located in Haidian District, Beijing, and was established on February 2, 2008. The company went public on April 29, 2022. Its main business involves providing renewable energy power forecasting products and related services to entities in the renewable energy market, including power generation groups and grid companies [1]. - The company's revenue composition includes 69.49% from renewable energy power forecasting products, 17.29% from smart grid control systems, 11.30% from other products and services, and 1.93% from supplementary services [1]. Financial Performance - For the period from January to September 2025, Guoneng Rixin achieved a revenue of 500 million yuan, representing a year-on-year growth of 36.97%. The net profit attributable to the parent company was 75.43 million yuan, reflecting a year-on-year increase of 41.75% [2]. - Since its A-share listing, Guoneng Rixin has distributed a total of 193 million yuan in dividends, with 161 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Guoneng Rixin was 7,073, an increase of 7.39% from the previous period. The average circulating shares per person decreased by 6.89% to 12,049 shares [2]. - Among the top ten circulating shareholders, Nord Value Advantage Mixed Fund (570001) holds 3.2605 million shares, an increase of 869,100 shares compared to the previous period [3]. Market Activity - On October 30, Guoneng Rixin's stock rose by 2.01%, reaching 58.90 yuan per share, with a trading volume of 73.35 million yuan and a turnover rate of 1.49%. The total market capitalization stood at 7.809 billion yuan [1]. - Despite a net outflow of 5.48 million yuan in main funds, large single purchases accounted for 15.12% of the trading volume, while sales accounted for 22.59% [1].

Core Viewpoint - Guoneng Rixin's stock price decreased by 1.65% on October 13, with a trading volume of 106 million yuan, indicating a potential decline in investor confidence [1] Financing Summary - On October 13, Guoneng Rixin had a financing buy amount of 6.2385 million yuan and a financing repayment of 8.3128 million yuan, resulting in a net financing buy of -2.0743 million yuan [1] - As of October 13, the total financing and securities lending balance for Guoneng Rixin was 83.1869 million yuan, which accounts for 1.21% of its market capitalization [1] - The current financing balance exceeds the 70th percentile level over the past year, indicating a relatively high level of financing [1] Securities Lending Summary - On October 13, Guoneng Rixin had no shares repaid or sold in securities lending, resulting in a sell amount of 0 yuan [1] - The securities lending balance was also 0 yuan, which is above the 80th percentile level over the past year, indicating a high level of inactivity in this area [1] Company Overview - Guoneng Rixin Technology Co., Ltd. was established on February 2, 2008, and listed on April 29, 2022 [2] - The company specializes in providing power prediction products for the renewable energy market, with its main revenue sources being 69.49% from power prediction products, 17.29% from smart control systems, and 11.30% from other products and services [2] - As of June 30, 2025, the company reported a revenue of 321 million yuan, a year-on-year increase of 43.15%, and a net profit of 45.9732 million yuan, up 32.48% year-on-year [2] Shareholder Information - As of June 30, 2025, Guoneng Rixin had 6,586 shareholders, a decrease of 2.80% from the previous period, with an average of 12,940 circulating shares per shareholder, an increase of 41.06% [2] - The company has distributed a total of 193 million yuan in dividends since its A-share listing, with 161 million yuan distributed in the last three years [3] - Notably, Nord Value Advantage Mixed Fund is now the fifth-largest circulating shareholder, holding 2.3915 million shares, while Huaxia New Economy Mixed Fund has exited the top ten circulating shareholders [3]

Core Viewpoint - Guoneng Rixin's stock price has shown significant growth this year, with a 61.90% increase, indicating strong market performance and investor interest [2]. Group 1: Stock Performance - As of September 16, Guoneng Rixin's stock price rose by 2.06% to 60.38 CNY per share, with a trading volume of 1.28 billion CNY and a turnover rate of 2.51%, resulting in a total market capitalization of 8.005 billion CNY [1]. - Year-to-date, the stock has increased by 61.90%, with a 5.08% rise in the last five trading days, an 18.83% increase over the past 20 days, and a 22.42% increase over the last 60 days [2]. Group 2: Company Overview - Guoneng Rixin, established on February 2, 2008, and listed on April 29, 2022, is located in Haidian District, Beijing. The company specializes in providing renewable energy forecasting products and related services to the renewable energy market [2]. - The main revenue sources include renewable energy forecasting products (69.49%), smart grid control systems (17.29%), and other products and services (11.30%) [2]. Group 3: Financial Performance - For the first half of 2025, Guoneng Rixin reported a revenue of 321 million CNY, representing a year-on-year growth of 43.15%, and a net profit attributable to shareholders of 45.9732 million CNY, up 32.48% year-on-year [2]. - The company has distributed a total of 193 million CNY in dividends since its A-share listing, with 161 million CNY distributed over the past three years [3]. Group 4: Shareholder Information - As of June 30, 2025, Guoneng Rixin had 6,586 shareholders, a decrease of 2.80% from the previous period, with an average of 12,940 circulating shares per shareholder, an increase of 41.06% [2]. - Notably, Nord Value Advantage Mixed Fund is now among the top five circulating shareholders, holding 2.3915 million shares, while Huaxia New Economy Mixed Fund has exited the top ten list [3].

Core Viewpoint - The integration of artificial intelligence (AI) with the energy sector is accelerating, driven by the need for precise forecasting and intelligent trading strategies in the context of a new power system and high penetration of renewable energy sources [1][7]. Group 1: AI and Renewable Energy Integration - The implementation of AI models is essential for enhancing power forecasting accuracy and optimizing trading strategies in the energy market [1][7]. - The company, Guoneng Rixin, is focusing on deepening the application of AI models in scenarios such as power forecasting, electricity trading, and virtual power plants to maintain a leading position in the renewable energy information service market [1][7]. Group 2: Technological Advancements - The company has developed the "Kuangming" renewable energy model, which has undergone two technical iterations this year, improving the overall accuracy of renewable energy forecasting by 1%-1.5% after the upgrade to version 2.0 in May [2][3]. - The latest version 3.0 of the model incorporates a stable and efficient computing architecture, allowing for pricing every 15 minutes, which significantly enhances revenue per kilowatt-hour for renewable energy companies [3]. Group 3: Revenue Growth and Market Position - In the first half of the year, the company's revenue from renewable energy power forecasting products reached 205 million yuan, a year-on-year increase of 55.14%, driven by the growth in installed renewable capacity and new demand from distributed photovoltaic customers [4]. - Despite the revenue growth, the gross margin for this business segment declined due to changes in the revenue structure, with expectations for recovery as software service fees are recognized [4]. Group 4: Business Strategies and Innovations - The company employs three main strategies to enhance customer retention and renewal rates: optimizing algorithms and AI model applications to improve forecasting accuracy, establishing a nationwide 24/7 operational service system, and adapting products to meet provincial grid assessment rule changes [4]. - The company has also ventured into innovative businesses such as energy storage management, electricity trading, virtual power plants, and microgrid energy management, generating 16 million yuan in revenue in the first half of the year [4]. Group 5: Future Directions - The company plans to further enhance its market share in power forecasting, particularly in the distributed market, while reducing hardware and service costs through standardized service processes [7]. - Continued focus on the iterative development of the "Kuangming" model and the integration of AI technology in deep learning and renewable energy business scenarios is expected to prepare the company for comprehensive marketization of electricity trading [7].

Core Viewpoint - Company is focusing on the development of AI large models, specifically the "Kuangming" new energy model, to enhance its capabilities in power prediction and extreme weather response in the renewable energy sector [1][2]. Group 1: AI Model Development - Company has invested significantly in R&D, leading to the release of the "Kuangming" new energy model version 3.0 on August 29, 2025, which improves long-term trend analysis and extreme weather response capabilities [1]. - The model leverages over 15 years of power prediction data and a multidisciplinary team of over 100 engineers and experts [1]. Group 2: Application in Power Prediction - The "Kuangming" model has refined the granularity of weather factor predictions, enhancing accuracy in power forecasting for both grid and power station sides [2]. - In the electricity trading sector, the model integrates with actual trading scenarios, significantly improving trading revenues through advanced data analytics and AI [2]. Group 3: Market Expansion and Performance - In the first half of 2025, the company added 1,116 new power prediction station users, a 26% increase from the end of 2024, bringing the total to 5,461 stations [3]. - The renewal rate for power prediction service fees has remained above 95%, indicating strong customer retention and growth potential [3]. Group 4: Policy and Market Demand - The growth of distributed photovoltaic systems has led to increased demand for power prediction services, driven by new regulatory requirements from the National Energy Administration [4]. - The company is positioned to benefit from these regulatory changes, which are expected to drive further growth in its service offerings [4]. Group 5: Competitive Landscape - The distributed power prediction market is characterized by a low participation rate from large integrated companies, with most competitors being specialized third-party firms and smaller regional companies [5]. - Company aims to capture a larger market share in this fragmented landscape by expanding its service offerings [5]. Group 6: Financial Performance - For the first half of 2025, the company reported a revenue of 321 million yuan, a year-on-year increase of 43.15%, and a net profit of 45.97 million yuan, up 32.48% [7]. - The gross margin for the power prediction business has declined due to changes in revenue structure, with equipment sales increasing relative to service fees [6].