Core Insights - The article emphasizes the growing importance of computing power as a core production factor, comparable to water and electricity, with energy being the foundation for its continuous operation [1] - The collaboration between DaMao Technology and CATL aims to address the challenges of energy supply and demand imbalance through AI-driven solutions [3][6] Group 1: Industry Trends - By 2024, China's data center electricity consumption is projected to reach 166 billion kWh, accounting for 1.68% of total electricity usage, with power consumption per unit computing power at approximately 5.9 kWh/EFLOPS [1] - The increasing demand for computing power is leading to mismatches in energy supply and demand, highlighting the need for intelligent energy management solutions [1][3] Group 2: Company Developments - DaMao Technology has secured nearly 100 million yuan in A+ round financing to develop core technologies for energy modeling and collaborative computing power management [1][6] - The company has successfully implemented its energy management solutions in key projects, achieving a 6.5% reduction in electricity costs and enhancing the self-balancing capability of the power system [6] Group 3: Technological Innovations - DaMao Technology's approach involves creating a digital twin relationship between computing tasks and energy supply, utilizing AI, IoT, and blockchain technologies for optimal energy scheduling [3][4] - The company has developed a decision-making system that predicts energy demand based on historical data, allowing for precise energy dispatching [4] Group 4: Market Positioning - DaMao Technology aims to capture a 30% market share in the collaborative computing power sector within three years, establishing itself as a leader in the industry [7] - The company has formed strategic partnerships with major players like Schneider Electric and CATL, enhancing its market presence and technological capabilities [7][8]

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].

Group 1: Carbon Neutrality Expo Highlights - The 2025 Shanghai International Carbon Neutral Technology, Products and Achievements Expo showcased advancements in controllable nuclear fusion, superconducting cables, and AI applications by major state-owned enterprises [1] - Companies like State Grid, China Electrical Equipment Group, and Shanghai Electric presented their technological achievements to support the "dual carbon" goals [1] Group 2: Developments in Controllable Nuclear Fusion - Controllable nuclear fusion, known as "artificial sun," is viewed as an ideal future energy source due to its abundant fuel resources and environmental friendliness [2] - Shanghai Electric has been involved in fusion projects since around 2000 and has become a leading supplier of core equipment for fusion systems in China [2] - The company has participated in significant projects such as the BEST project, ITER, EAST, CRAFT, HH70, and EXL-50, establishing advanced manufacturing capabilities in special materials and precision welding [2] Group 3: Superconducting Cable Innovations - The State Grid showcased the world's first large-scale superconducting cable project in an urban area, which operates at a capacity of 133.6 MVA, setting a record for commercial superconducting transmission [3] - This superconducting cable can replace 4 to 6 traditional cables, saving 70% of underground space and reducing energy loss by approximately 760,000 kWh, equivalent to 304 tons of standard coal and 761 tons of CO2 emissions [3] - The project aims to maximize land resource utilization in urban centers and promote the application of superconducting technology [3] Group 4: Advancements in Superconducting Reactors - The innovative superconducting reactor design eliminates traditional noise sources, achieving noise levels below 50 decibels, thus meeting urban environmental standards [4] - The reactor's low magnetic leakage minimizes interference with surrounding communication devices and can be seamlessly integrated into existing power station systems [4] Group 5: AI and Green Energy Initiatives - China Energy Construction Group is integrating AI with energy production, transmission, storage, and consumption to enhance efficiency through optimized energy planning and scheduling [5] - The company has developed a carbon management platform that monitors energy and carbon flows, providing customized carbon management services [5] - Sheneng Group is advancing renewable energy projects, including offshore wind power and flexible coal power generation, while also engaging in green electricity trading [6]