Summary of the Conference Call Company and Industry Overview - The conference call focuses on Tongli Risheng, a company involved in the renewable energy sector, particularly in wind and energy storage systems, and its strategic partnerships with Shell and Super Crystal Technology [2][6][8]. Key Points and Arguments Strategic Initiatives - Tongli Risheng has strategically positioned itself in the wind energy and energy storage market by leveraging predictive models for weather variables to optimize energy trading, effectively responding to policy changes such as Document 1,136 [2][5]. - The collaboration with Shell aims to promote a silent liquid cooling energy storage system, enhancing safety and performance through improved temperature consistency and insulation [2][6]. - The partnership with Super Crystal Technology focuses on developing new materials for the renewable energy sector, aiming to enhance product performance and market opportunities [2][8]. Technological Innovations - The energy storage system employs a state assessment method for real-time monitoring of battery cell conditions, utilizing AI for efficient data processing [2][10][11]. - Immersion cooling technology is applied in energy storage systems to prevent thermal runaway, maintaining consistent battery temperatures and extending cycle life by 15%-20% [2][14]. Economic Viability - The economic feasibility of green electricity direct supply projects for data centers hinges on achieving over 80% green electricity usage and reducing electricity costs to below 0.4 RMB per kWh, with potential investment returns of 7%-8% [4][15]. - The Qiyang project utilizes an integrated energy storage solution to enhance power supply reliability to 99.99%, while maintaining existing supply structures to lower technical barriers and improve economic benefits [4][18][19]. Market Opportunities and Challenges - The green electricity direct supply policy allows for increased green electricity supply without altering existing structures, enhancing economic benefits due to lower green electricity prices compared to traditional energy [20]. - The company is exploring opportunities in various sectors, including mining and oil fields, to meet the growing demand for renewable energy and storage solutions [25]. Future Outlook - The independent energy storage market is expected to grow, with improving profitability driven by real-time pricing mechanisms and supportive policies [28]. - The company emphasizes the importance of technical capabilities and system integration to meet national and grid requirements for energy storage projects [31][32]. Additional Important Content - The team at Tongli Risheng has extensive experience in renewable energy projects, including significant contributions to wind and solar energy initiatives, and holds numerous patents [12]. - The company is actively involved in international projects, including microgrid systems in Africa, showcasing its commitment to expanding its market presence [26]. - The transition to distributed energy and virtual power plants is seen as a critical direction for future energy development, with the company leveraging its technology to ensure stable and efficient power supply [27].