国能日新（301162.SZ）2025 年半年报点评 核心业务实现高增，电力交易等业务打开长期发展空间 2025 年 08 月 25 日 ➢ 事件概述：2025 年 8 月 23 日公司发布 2025 年半年报，2025 年上半年公 司实现营业收入 3.21 亿元，同比增长 43.15%；归母净利润 4597.32 万元，同 比增长 32.48%。 ➢ 新能源功率预测主业强劲增长，同比增速超 50%。国家能源局明确分布式 光伏需实现 "可观、可测、可调、可控"，2024 年新国标（GB/T 29319-2024） 首次规范分布式光伏功率预测技术，全国主要省份已陆续发布新建分布式电站 "四可"配置要求，存量改造政策待后续落地。公司分布式"四可"配置综合解 决方案已在多省区部署，成为功率预测业务新增量。 受益于装机"抢装潮"及分布式"四可"需求，2025H1 公司净新增服务电站 1116 家，截至 2025 年 6 月末服务电站达 5461 家（2024 年底 4345 家）；实现收入 20510.97 万元，同比增长 55.14%。2025 年 5 月完成"旷冥"新能源大模型 2.0 迭代，优化模型稳定性与性能 ...

Core Insights - Company achieved a revenue of 320.69 million yuan, representing a year-on-year growth of 43.15%, and a net profit attributable to shareholders of 45.97 million yuan, up 32.48% year-on-year [1] - The company proposed a mid-term dividend plan, distributing 2.30 yuan per 10 shares (including tax), reflecting a commitment to return value to investors [1] Business Performance - The company's core business in renewable energy power forecasting generated revenue of 205 million yuan, a 55.14% increase year-on-year, accounting for 63.96% of total revenue [2] - The number of serviced power stations increased by 1,116, totaling 5,461, with a year-on-year growth rate of 26%, maintaining industry-leading market share [2] - The company maintained the top position in accuracy ratings for 24 consecutive months in a program organized by the Southern Power Grid [2] Technological Innovation - R&D investment reached 52.57 million yuan, representing 16.39% of revenue, with an average R&D investment ratio of 18.55% over the past three years [2] - The company developed the "Kuangming" renewable energy model 2.0, improving wind and solar power forecasting accuracy by 1-1.5% in certain regions [2] - The company holds 108 invention patents and 131 software copyrights, showcasing significant technological innovation [2] Emerging Business Development - The company introduced an AI-driven electricity trading decision support platform, currently operational in several provinces, enhancing automated pricing strategies [3] - The energy storage and virtual power plant business is expanding, with a smart energy management system compatible with gigawatt-level storage stations [3] - The company is actively investing in the industry chain, holding stakes in companies to enhance business synergy and improve the renewable energy information industry layout [3] Market Expansion - The microgrid business is advancing in both domestic and international markets, with successful projects enhancing photovoltaic consumption [4] - The company presented at the National Energy Internet Conference, emphasizing the integration of AI, renewable energy, and digital economy for industry transformation [4] - Through stable growth in core businesses and rapid breakthroughs in emerging sectors, the company is building a comprehensive renewable energy service system for sustainable development [4]

据日经新闻：特斯拉(TSLA.O)将在日本全国范围内扩展其虚拟电厂业务。 ...