证券日报网讯 1月28日，瑞纳智能在互动平台回答投资者提问时表示，国家层面持续推进清洁取暖、节 能改造及城市更新相关政策，一方面将直接带动老旧管网改造、供热系统智能化升级等市场需求，为公 司智慧供热系统、智能硬件及整体解决方案带来持续订单；另一方面将助力公司稳步拓展清洁供暖与工 业节能新市场，培育新的业绩增长点。相关政策红利将持续提升公司业务质量，夯实公司长期发展。 （编辑 楚丽君） ...

建议： 积极做好冬季城市集中供暖前准备工作。每年供暖实施前，相关部门做好供热企业的供暖设施及供热企 业至用户端的供暖设施排查与维护工作。 （来源：团结报） 转自：团结报 冬季供暖，是关乎群众冷暖的民生工程。为做好冬季供暖保障工作，实现生态效益、经济效益、社会效 益共赢，相关部门不断提升服务水平和质量，用实际行动为确保广大群众温暖过冬努力。随着气温逐渐 降低，暖气的温度备受群众关注。如何在保障居民供热均衡、提升居住满意度的同时，又能为节能减排 作出积极贡献，依然是行业发展面临的课题。 积极探索按需供给、节能高效、安全稳定的智慧供热系统。充分运用人工智能等数字技术与传统供热行 业融合的发展新路径，实现"热源、管网、换热站、用户"一体化全网协同和精细化调控，真正实现供热 与其他市政供应（如供电、供水、供气）一样便于用户自主用热、自主管理、按热量自主缴费的灵活供 给方式，法定采暖期外可适当增加弹性供热，真正实现按需供热，让用户享受智慧供热的舒适与温暖。 （董艳菊 刘 伟） 积极探索分时分温分区控制系统。如探索八小时工作制的机关、学校等企事业单位下班后在保证基础温 度运转的前提下减少供热量，实行每天不同时间段按照不同温 ...

Core Insights - The implementation of a smart heating system by Shandong Public Heating and Power Group has significantly improved heating efficiency and customer satisfaction in Jining, addressing long-standing issues in older residential areas [2][3] Group 1: Smart Heating System Implementation - Since 2020, Shandong Public Heating and Power Group has developed a comprehensive smart heating system utilizing big data, AI, IoT, and digital twin technologies, covering 9 counties and cities in Jining [2] - The smart heating system has installed temperature monitoring devices in over 30,000 households across 362 communities, and smart adjustment terminals in 110 communities, addressing traditional heating issues such as under-supply and over-supply [2] Group 2: Performance Improvements - The smart heating platform has achieved a heating balance rate of 80%-90%, an increase of 30% compared to previous methods, and has reduced energy consumption by over 10% [2] - Customer service metrics have improved, with a 21% decrease in heating-related inquiries and complaints since the system's launch [3] Group 3: Case Study - Yunhe Community - In Yunhe Community, the installation of intelligent flow balancing valves has enabled precise heating adjustments, resolving issues related to uneven heating due to long supply radii [3] - The introduction of over 100 temperature monitoring capsules along the heating pipeline has enhanced emergency response efficiency, allowing for rapid identification and repair of leaks [3]

Core Viewpoint - The company emphasizes the importance of large project implementation for enhancing its R&D innovation, system integration, and full-process project delivery capabilities, aiming to build long-term competitive advantages in the smart heating sector [1] R&D Focus - The company will concentrate on the precise control needs of large-scale centralized heating scenarios, continuously iterating core algorithms for load forecasting and intelligent scheduling, while enhancing the system's adaptability and responsiveness to complex working conditions to ensure stability and reliability in large-scale applications [1] System Integration - The company aims to achieve seamless collaboration between software and hardware products, integrating key components such as intelligent heat exchange units, IoT monitoring terminals, and cloud control platforms to meet the core demands of integrated management for urban heating systems [1] Project Delivery - To address challenges related to cross-regional collaboration, multi-team cooperation, and schedule management, the company will establish standardized construction processes and a comprehensive quality control system to ensure efficient and compliant project delivery [1] Competitive Advantages - With accumulated core technologies and extensive project experience, the company has established significant technical barriers and service advantages, which will support its ability to undertake large projects and steadily expand market share, further solidifying its industry position in the smart heating field [1]

Core Viewpoint - The company has announced a valuation enhancement action plan for 2025 aimed at improving shareholder returns and investment value through strategic initiatives across its core business segments [1] Group 1: Strengthening Core Business - The company will deepen its focus on three main business segments: smart rail transit, smart building parks, and smart heating, with efforts to expand overseas projects and enhance its industry leadership [1] - The smart rail transit segment will focus on integrated projects for network command centers and upgrading comprehensive monitoring systems [1] - The smart building parks segment will align with national urban renewal policies to set benchmarks for public space renovations [1] - The smart heating segment aims to expand city-level and provincial-level operations to establish industry standards [1] Group 2: Enhancing Internal Value - The company will concentrate resources on its most competitive and promising core business areas, increasing R&D investment with specific revenue ratio targets [2] - Key technology advancements will be prioritized to convert technical advantages into product competitiveness and pricing power [2] - Lean operations will be deepened to improve profitability, with specific targets for reducing sales and management expense ratios [2] - Supply chain management will be optimized to enhance procurement concentration and bargaining power [2] - The company will explore innovative business models, transitioning from product sales to a "product + service + operation" model to increase customer loyalty and revenue sustainability [2] Group 3: Optimizing Capital Allocation - The board will reassess the five-year development plan and initiate asset optimization actions, categorizing assets into core, nurturing, and inefficient/non-core [3] - Assets with weak synergy and low long-term returns may be divested to focus on core operations and improve asset turnover efficiency [3] - Strategic capital operations will be cautiously pursued, seeking mergers or investment opportunities that can enhance core business and create synergies [3] Group 4: Investor Relations Management - The company will implement a "deep communication and value discovery" plan to enhance communication frequency and levels, including special roadshows beyond regular reports [4] - The content of communications will be optimized, with a regularly updated investment value analysis manual to articulate the business model, competitive advantages, financial highlights, and growth logic [4] - ESG practices and achievements will be disclosed more thoroughly, and communication channels will be expanded through online platforms and industry events [4] Group 5: Corporate Governance - The company will establish clear responsibilities and mechanisms for value management, with the board serving as the highest decision-making and supervisory body [5] - The risk management committee will review related plans, ensuring the board's independence and effectiveness [5] - Internal control systems will be strengthened to enhance risk management and support stable operations [5]

Core Insights - Beijing's heating system is preparing for the upcoming heating season with significant advancements in smart heating technology [1][3] - The heating dispatch has been upgraded to a "half-hourly scheduling" system, allowing for precise control and real-time adjustments based on demand [5][6] - The total area of smart heating has increased by 25 million square meters, building on previous upgrades [5][6] Group 1: Smart Heating System Enhancements - The heating system has implemented nine core modules for smart monitoring, scheduling, load forecasting, and performance assessment [3] - Advanced load forecasting algorithms integrate environmental data and historical usage patterns to optimize heating supply [3][5] - The system can automatically generate daily heating plans and adjust in real-time, enhancing operational efficiency [3][5] Group 2: Infrastructure and Capacity Improvements - Twelve smart heating stations and 46 situational awareness heating stations have been upgraded, along with 12 unmanned boiler rooms [6] - The new installations allow for remote monitoring and precise adjustments, addressing issues of uneven heating [6][8] - The Luqu North Heavy Source Plant has integrated smart monitoring for its 18 gas-fired boilers, ensuring reliable heating supply [8] Group 3: Emergency Preparedness and Equipment Readiness - Seven gas-fired thermal power plants in Beijing have completed preparations for the heating season, focusing on equipment maintenance and risk assessment [9][11] - The plants have conducted extensive inspections and repairs on critical systems to ensure readiness [11][13] - Emergency response capabilities have been enhanced, allowing for rapid water supply in case of emergencies [13]

Group 1 - A strong cold air mass has swept across most parts of China, leading to significant temperature drops, with some areas experiencing a drop of over 8°C [1] - From October 25 to 27, regions including Inner Mongolia, North China, Northeast China, and Huanghuai will experience winds of 4-6 levels, with gusts reaching 7-9 levels [1] - Some areas have already entered the heating season, with preparations for heating in North China entering a critical phase [1] Group 2 - The heating system in Beijing has undergone a smart heating upgrade, allowing for real-time data collection and transmission to a smart platform for precise temperature control [2] - Over 40,000 maintenance tasks were completed after the last heating season, with approximately 550 kilometers of pipelines repaired [2] - The Beijing Urban Management Committee has mandated that all districts complete their heating system preparations by October 31 [2] Group 3 - The heating period in Beijing is officially from November 15 to March 15, but adjustments can be made based on weather conditions [3] - Temporary adjustments to the heating period require that the average outdoor temperature remains below 5°C for five consecutive days or in the event of heavy snowfall [3] - Heating units in Hebei and Shandong are also ramping up preparations, including safety inspections and equipment testing [3]

Core Viewpoint - Jingneng Thermal Power (002893.SZ) reported a net profit of 67.53 million yuan for 2024, marking a 21.41% increase year-on-year, and proposed a cash dividend of 1.02 yuan per 10 shares [1] Group 1: Financial Performance - In 2024, Jingneng Thermal Power achieved a net profit of 67.53 million yuan, up 21.41% from the previous year [1] - The net profit attributable to shareholders was 66.77 million yuan, reflecting a 22.25% year-on-year increase [1] - For Q1 2025, the company reported revenue of 688 million yuan, a 5.16% increase year-on-year, and a net profit of 18.7 million yuan, up 5.31% [2] Group 2: Business Operations and Strategy - Jingneng Thermal Power focuses on heat supply, energy management, and technology services, with a strong brand presence in the industry [2] - The company has been investing in quality projects, accelerating digital transformation, and optimizing risk management to enhance operational quality [1][3] - The company is advancing smart heating systems and has been recognized for its innovative projects, including being selected for the 2024 Beijing Advanced Low-Carbon Technology Pilot Project [1] Group 3: Future Plans and Innovations - Jingneng Thermal Power plans to enhance its R&D capabilities and deepen the application of smart heating systems [3] - The company aims to leverage big data technology to improve heating production efficiency and reduce costs and carbon emissions [3] - There is a focus on integrating renewable energy into the comprehensive heating model to support the transition towards intelligent, digital, and clean energy solutions [3]