Group 1 - The 2025 World Clean Energy Equipment Conference is being held in Deyang, featuring a comprehensive "1+1+19" activity matrix, including a main opening ceremony, an exhibition, and 19 specialized meetings [1] - The exhibition showcases ten distinctive zones, covering the entire industry chain from basic materials to key components, complete equipment, system integration, and industrial software [2] - The conference aims to facilitate precise industry connections and has already seen early engagement in the negotiation area prior to the official opening [2] Group 2 - A new hydrogen energy equipment, the deployable wing-type hydrogen-oxygen cogeneration system, is being showcased for the first time in China, capable of providing up to 130 kW of power, oxygen for 200 people, and heating for 300 square meters [2] - A mobile charging robot, likened to a portable charging device for electric vehicles, has been introduced by a new energy company, addressing high electricity demand in service areas during holidays [2][3] - The exhibition emphasizes full-chain integration and aims to promote collaboration and deep integration between upstream and downstream sectors of the industry [4]

Core Viewpoint - New Industrial Green Hydrogen, a subsidiary of Sichuan Jinding (600678), is leveraging dynamic asset on-chain technology to tokenize three core products into tradable Real World Assets (RWA), including mobile charging robots, skid-mounted hydrogen production stations, and hydrogen power stations [1] Group 1: Product Tokenization - New Industrial Green Hydrogen is exploring the conversion of its core products into RWA, enabling them to be split and traded [1] - The "Tian Hydrogen No. 1 TGHD01" project allows for on-chain verification of electricity generation, with revenue from electricity automatically settled in stablecoins like USDC, achieving real-time conversion of "green electricity into revenue" [1] Group 2: Strategic Upgrades - Over the next five years, the company plans to integrate 100,000 sets of equipment into the RWA system, including charging robots, electrolyzers, and hydrogen drones, with an estimated securitizable asset scale of several billion yuan [1] - The company is collaborating with Bosch Hydrogen Power, Junrui Green Hydrogen, Sinopec, and China Electric Power Construction to establish a "Hydrogen Industry RWA Alliance," facilitating cross-border hydrogen carbon credit trading [1] - New Industrial Green Hydrogen is working with partners to launch standardized contracts for "Green Hydrogen Revenue Pass" and is applying for pilot projects with local financial regulatory authorities [1]

Group 1: Company Overview - Green Energy Smart Charging Co., Ltd. participated in the 2024 Shanghai Stock Exchange Low Carbon New Energy Collective Performance Briefing, where the chairman and key executives engaged with investors regarding the company's performance and financial status for 2024 and Q1 2025 [1][7] - The company has developed a range of new energy charging and storage technologies, including high-efficiency charging modules, bidirectional charging and control technologies, and integrated energy management platforms [1][2] Group 2: Product Offerings - The company offers various products including domestic and international electric vehicle charging products, energy storage products, charging robots, and management systems [1][2] - The newly launched mobile storage and charging robot can autonomously locate vehicles and perform charging tasks, catering to specific automated charging scenarios [1][2] Group 3: Acquisition and New Business - In 2024, the company acquired Zhongchuang Aviation, expanding into the heavy-duty drone business, which focuses on industrial-grade unmanned helicopters with applications in emergency rescue, urban firefighting, and logistics [2][4] - Zhongchuang Aviation's drones, such as the ZC300 and ZC500, feature advanced flight control systems and are designed for high payload capacities, with the ZC500 capable of carrying up to 300 kg [4][5] Group 4: International Market Expansion - The company's overseas market for charging stations includes Europe, Southeast Asia, the Middle East, Australia, Japan, and South America, with several products already certified by the EU [2][3] - The company is not currently affected by U.S. tariffs as it does not operate in the U.S. market, and it plans to accelerate product iterations and marketing efforts in international markets [2][3] Group 5: Future Development and R&D Focus - Future R&D will focus on enhancing efficiency, intelligence, and safety in charging products, including the development of high-power fast charging solutions and automated charging technologies [5][6] - The company is also working on next-generation heavy-duty drones with expected payloads of 500-600 kg to meet increasing market demands [5][6] Group 6: Market Challenges and Strategies - Despite the reduction in government subsidies, the company anticipates improved profitability for public charging stations due to rising electric vehicle ownership and charging demand [6] - The company has introduced a 2.5 MW split charging machine aimed at commercial vehicle charging, which is a key area for expansion [6]