近日，能源人工智能创新企业达卯科技与宁德时代通过旗下产业投资平台溥泉资本（CATL Capital）签 署投资协议，完成近亿元A+轮融资。将用于能源大模型、算电协同平台及相关智能体等核心技术的自 主研发及商业化推广，在智算中心能耗总量节节攀升与新型电力系统建设逐步深化的当下，助力智算中 心破解能源安全、经济与绿色的平衡难题。 算电协同，AI驱动能源供需平衡新范式 在国家能源局发布的《2025年能源工作指导意见》中关于积极稳妥推进能源绿色低碳转型的表述中明确 提到，"夯实电力系统稳定基础，做好全国电力系统设计。强化调节能力规划统筹和建设方案编制，完 善调节资源调用方式，强化调节资源调用监管。" 智能计算时代，算力正成为与水、电同等重要的核心生产要素，能源是支撑算力持续运转的基石。 2025年7月，中国信息通信研究院产业与规划研究所联合内蒙古和林格尔新区管委会发布的《绿色算力 发展研究报告（2025年）》中提到，2024年我国数据中心用电量达到1660亿千瓦时，占全社会用电量比 例达到1.68%，单位算力电力消耗约为5.9kWh/EFLOPS，足够占到一个普通家庭全天用电量的60%。 随着算力需求呈指数级增长，能 ...

Core Insights - Shanghai Damou Technology Co., Ltd. has completed nearly 100 million yuan in A+ round financing, with the investment coming from Puquan Capital, the only industrial investment platform under CATL [1] - The company, established in 2021, is the first in China to apply energy large models to collaborative electricity calculation, virtual power plants, and pan-energy scenarios, indicating CATL's strategic shift from an "energy equipment manufacturer" to a "zero-carbon energy manager" [1][2] - The energy industry is accelerating its transition towards intelligence and digitalization, with AI technology becoming a key tool to address the challenges posed by the increasing share of renewable energy [2] Group 1: Industry Trends - China's power system is transitioning from a traditional "source-following-load" model to an "interactive source-grid-load-storage" model due to the rapid increase in renewable energy [2] - The National Development and Reform Commission and the Energy Administration have set goals for integrating AI with energy systems, aiming to establish a fusion innovation system by 2027 and achieve global leadership in key technologies by 2030 [2] Group 2: Company Developments - Damou Technology has developed a self-adaptive energy operation system to reduce operational costs of computing centers and promote clean energy consumption, achieving over 90% prediction accuracy and 95% decision accuracy [3][5] - The company has successfully implemented its technology in several demonstration projects, including a project with Fujian Big Data Group that improved energy operation revenue by over 25% [5] Group 3: Strategic Value of Financing - The recent financing will be used for the independent research and development of core technologies related to energy large models and collaborative electricity calculation platforms, solidifying Damou Technology's leading position in this field [7] - The investment from CATL represents a strategic move towards becoming a comprehensive energy solution provider, integrating real-time sensing, prediction, decision-making, and optimization capabilities [7][8] - Prior to CATL's investment, Damou Technology had already secured strategic investments from SenseTime and Cambrian, creating a complete collaborative ecosystem across the industry chain [8]

Core Viewpoint - DaMao Technology has completed nearly 100 million yuan in A+ round financing, indicating a strategic shift by CATL from an "energy equipment manufacturer" to a "zero-carbon energy manager" and highlighting the acceleration of digital transformation in the energy sector [1][10]. Group 1: Industry Trends - The transition of China's power system is moving from a traditional "source-following-load" model to a "source-grid-load-storage interaction" model due to the rapid increase in renewable energy share [3]. - AI technology is becoming a key tool to address the challenges posed by the volatility and intermittency of wind and solar power, which require higher demands for grid balance [3]. Group 2: Company Developments - DaMao Technology is the first domestic AI company to apply energy large models in electricity collaboration, virtual power plants, and broader energy scenarios [1]. - The company has developed a self-adaptive energy operation system based on its fully self-developed energy large model, which significantly enhances the real-time performance, accuracy, and interpretability of energy system balancing strategies [5][6]. Group 3: Technological Achievements - DaMao Technology's predictive accuracy has reached over 90%, and decision-making accuracy has reached 95% in energy system operations [5]. - The company has successfully implemented its technology in multiple demonstration projects, achieving over 25% improvement in energy operation revenue and a 6.5% reduction in energy costs in specific collaborations [8]. Group 4: Strategic Value of Financing - The recent financing will be used for the independent research and commercialization of core technologies related to energy large models and electricity collaboration platforms, further solidifying DaMao Technology's leading position in the field [10]. - The investment from CATL represents a critical step in its strategic transformation towards becoming a comprehensive energy solution provider, integrating real-time sensing, prediction, decision-making, and optimization capabilities [10][12].

Core Insights - Recently, Damo Technology signed an investment agreement with CATL Capital and announced the completion of nearly 100 million yuan in Series A+ financing [1] - CATL Capital, the only industrial investment platform under CATL, led this round of financing for Damo Technology [1] - The funds raised will be used for the independent research and development and commercialization of core technologies such as energy large models, computing power collaborative platforms, and related intelligent agents [1]

Core Viewpoint - DAMAO AI is the first domestic company to apply energy large models in the fields of electricity collaboration and virtual power plants, indicating a strategic shift for CATL from an "energy equipment manufacturer" to a "zero-carbon energy manager" [1][4]. Group 1: Company Overview - DAMAO AI, founded in 2021, is a leading energy artificial intelligence innovation company in China, showcasing its "Electricity Collaboration" platform at the 2025 World Artificial Intelligence Conference [2]. - The company has received strategic investments from Cambrian and SenseTime, establishing a complete collaborative ecosystem covering "chip-model/power-storage/energy" [4]. Group 2: Strategic Intent of CATL - CATL's investment in DAMAO AI aims to seize the key node of "electricity collaboration" in the future energy system, transitioning from a battery manufacturer to a comprehensive energy solution provider [3]. - The investment represents a strategic move to integrate battery storage with DAMAO AI's energy large models and AI scheduling technology, enhancing CATL's capabilities in emerging business scenarios like virtual power plants [3]. Group 3: Industry Context - The energy demand of intelligent computing centers is projected to account for 5%-10% of China's total electricity consumption by 2030, making the synergy between computing power and electricity a critical factor for industry development [3]. - The collaboration between AI technology, green energy, and electricity market reforms is forming a new industrial triangle, with electricity collaboration as the core link [3].