证券日报网讯12月18日，中国能建（601868）在互动平台回答投资者提问时表示，公司在虚拟电厂领域 取得多项技术突破，涵盖资源聚合、运行优化、数据可信与商业模式创新等方面。资源聚合方面，公司 通过先进通信和物联网技术整合分布式电源、储能及可控负荷，实现多元异构资源的统一监测与控制， 提升系统灵活性。运行优化方面，采用智能调度算法，建立需求响应决策模型，动态调节资源出力，显 著降低虚拟电厂运行成本。数据可信方面，依托区块链和智能计量技术，确保交易数据不可篡改，并通 过实时数据库设计实现海量信息的高效处理与共享。商业模式创新方面，聚焦市场化盈利，开发聚合商 模式和需求响应模式，如参与电力市场调峰调频服务，通过峰谷价差套利和政府补贴创造收益。 ...

Core Viewpoint - The "14th Five-Year Plan" period is crucial for Dongfang Electronics to anchor national strategies, deepen technological breakthroughs, and expand industrial boundaries, transitioning from a leader in power automation to a comprehensive solution provider in the "source-network-load-storage + AI" full-chain service, laying the foundation for high-quality development and value enhancement [1] Group 1: Business Focus and Strategy - Dongfang Electronics has been deeply engaged in the power equipment sector for over 40 years, focusing on three core business areas: smart grid, smart energy, and smart cities, while exploring technology and market practices in various directions such as scheduling and cloud services, power transmission and transformation automation, new distribution network solutions, comprehensive energy, and virtual power plants [1] - The company has established a complete industrial chain covering the "source-network-load-storage" model, with a product system that spans all links of smart grid "generation, transmission, transformation, distribution, and consumption" [1] Group 2: Technological Innovation and Achievements - The virtual power plant technology independently developed by Dongfang Electronics was recognized as "internationally leading" by an expert group led by an academician from the Chinese Academy of Sciences in 2024 and was selected as a "green and low-carbon advanced technology demonstration project" by the National Development and Reform Commission in April 2025 [2] - The virtual power plant business has been practically applied in various scenarios, including State Grid, Southern Grid, power generation groups, energy groups, and urban and park-level applications [2] Group 3: Future Outlook and Financial Performance - With the recent introduction of national policies supporting virtual power plants, the demand for digital virtual power plant construction is increasing, highlighting economic benefits and social impacts, which assist in achieving the goals of the new energy system and new power system construction [2] - Over the past three years, Dongfang Electronics has distributed a total cash dividend of 337 million yuan to shareholders, sharing the fruits of development [2] - Looking ahead to the next five years, the company plans to deepen its "one main and two wings" strategic layout, focusing on six industrial directions, increasing R&D investment in green low-carbon and grid AI fields, and accelerating the expansion of new green low-carbon industries and digital transformation tracks [2]

Group 1: Business Performance - The company's revenue from energy storage and new energy services increased by 23.07% compared to the same period last year [2] - The company is committed to continuous research and development investments to foster the growth of energy storage and new energy businesses [2] Group 2: Virtual Power Plant Development - The company's self-developed virtual power plant technology has been recognized as "internationally leading" by an expert group [3] - The digital virtual power plant project in Yantai has achieved regular operation, demonstrating significant economic and social benefits [3] - Recent government policies supporting virtual power plants have led to increased demand for digital virtual power plant construction [3] Group 3: Overseas Market Expansion - The company has expanded its overseas market presence, covering over 60 countries and regions, including Southeast Asia, the Middle East, and Africa [3] - Significant project wins include the Nicaragua National Power Load Dispatch Center SCADA/EMS project and the digital distribution network project in Azerbaijan [3]