以下为研究报告摘要： 信达证券近日发布电力设备与新能源&煤炭&石化&电力行业行业联合点评：在AI+传统 电源方面，对火电、水电、核电等根据自身特点明确与人工智能的重点结合与突破方向。火 电与人工智能的结合主要落在燃料管控、生产运行优化与智能控制、设备全生命周期管理等 业务场景；水电主要落在设计建造的地质智能化勘测设计和设备智能化安装调试，以及水电 运营的气象水文联合预测和流域综合调度评估；核电主要在于核电站运营监测及可控核聚变 技术路径探索。 3、煤炭：天地科技、宏大爆破、北方股份、龙软科技、梅安森、郑煤机、天玛智控、 北路智控、美腾科技。 4、石化：中国石油、中国海油、中海油服、海油工程、中国石化、荣盛石化、恒力石 化。 在AI+传统电源方面，对火电、水电、核电等根据自身特点明确与人工智能的重点结合 与突破方向。火电与人工智能的结合主要落在燃料管控、生产运行优化与智能控制、设备全 生命周期管理等业务场景；水电主要落在设计建造的地质智能化勘测设计和设备智能化安装 调试，以及水电运营的气象水文联合预测和流域综合调度评估；核电主要在于核电站运营监 测及可控核聚变技术路径探索。 在AI+石化方面，人工智能有望推动石 ...

Investment Rating - The investment rating for the power equipment and new energy industry is "Positive" [2] Core Insights - The report highlights the significant opportunities arising from the integration of AI and energy sectors, particularly in enhancing operational efficiency and enabling smart upgrades across various energy domains [3][4] - The implementation of AI in the energy sector is expected to lead to substantial growth in demand for power trading software, power forecasting tools, and smart grid investments [5][8] - The report outlines a timeline for the integration of AI in energy, with key milestones set for 2027 and 2030, aiming for a robust AI-energy innovation system and leading global standards in AI applications within the energy sector [9][10] Summary by Sections AI + New Energy - The integration of AI in new energy is projected to enhance power trading and forecasting capabilities, leading to a surge in demand for related software and systems [10][11] - The report anticipates rapid growth in virtual power plants and smart microgrids, driven by AI advancements [16][17] AI + Coal - The coal industry is urged to adopt AI for high-quality transformation and smart construction, focusing on areas such as geological exploration and production scheduling [20][21] - The report emphasizes the need for intelligent mining solutions, with a target of 60% of coal production capacity being smart by 2026 [20][21] AI + Traditional Energy - AI applications in traditional energy sources like thermal, hydro, and nuclear power are outlined, with specific focus areas for each type [18][19] - The report suggests that AI can optimize operations and enhance safety across various traditional energy sectors [18][19] AI + Petrochemical - The petrochemical industry is expected to undergo a comprehensive upgrade through AI, enhancing efficiency in oil and gas exploration and production [27][28] - The report highlights the potential for AI to drive down operational costs and improve decision-making accuracy in the petrochemical sector [27][28] Investment Recommendations - The report provides a list of recommended companies for investment across various sectors, including new energy, traditional power, coal, and petrochemical industries [30][31][32] - Specific companies are highlighted for their potential to benefit from AI integration and industry trends [30][31][32]