Group 1 - The recent notice from the National Energy Administration emphasizes the pilot projects for virtual power plants, igniting enthusiasm in the capital market and leading to a rise in the virtual power plant concept sector [1] - Virtual power plants are seen as a core vehicle for the digital transformation of energy, presenting a historic development opportunity as the construction of new energy systems accelerates [1] - GCL-Poly Energy (002015.SZ) has established a comprehensive capability in the virtual power plant sector, from resource aggregation to market trading, serving as a benchmark for industry development [1] Group 2 - GCL-Poly Energy has formed a differentiated competitive advantage through a "technology + assets + ecosystem" three-dimensional layout, with a controllable load scale of 550MW in Jiangsu Province, accounting for 30% of the province's actual controllable load [2] - The company’s dual-driven strategy of "energy assets + energy services" has led to the integration of distributed energy, electric vehicle charging stations, user-side energy storage, and industrial loads into its virtual power plant operation platform [2] - GCL-Poly Energy is transitioning from a traditional heavy asset energy production company to a light asset, high-margin energy service company, expanding its virtual power plant business across multiple regions in the country [3]

本报记者曹卫新 5月9日，协鑫能源科技股份有限公司（以下简称"协鑫能科"，股票代码：002015）召开2024年度暨2025 年一季度业绩说明会。公司董事长朱钰峰、副董事长兼总裁费智、副总裁兼财务总监彭毅、董事会秘书 杨而立、独立董事罗正英等与投资者就公司发展战略、核心竞争力、行业未来发展前景等问题深入交 流。 协鑫能科立足于多业态绿色能源资产管理，打造多品类综合能源服务，以新质生产力引领能源业务的高 质量发展，致力于成为中国领先的能源生态服务商。 财报显示，2024年公司实现营业收入97.96亿元，归属于上市公司股东的净利润4.89亿元，归属于上市公 司股东的扣除非经常性损益的净利润（以下简称"扣非净利润"）2.94亿元，同比大幅增长190.83%； 2025年一季度归属于上市公司股东的净利润2.54亿元，同比增长35.15%；一季度扣非净利润1.93亿元， 同比增长176.61%。 （文章来源：证券日报） "业绩增长的主要原因是报告期内，公司持续推进分布式光伏电站、储能电站等项目的开发与投资，相 关项目收入及利润同比大幅提升。同时，公司进一步加强精细化管理，期间费用同比降低，天然气、煤 炭等燃料价格同比下 ...

Core Viewpoint - The company is actively engaging with institutional investors to showcase its business strategies and future plans, particularly in the fields of smart manufacturing, electric vehicle charging networks, and virtual power plants [1][2][3]. Company Overview - The company focuses on "smart manufacturing + integrated services" and electric vehicle charging network operations, with a recent revenue of 2.102 billion yuan, a year-on-year increase of 3.46%, and a net profit of 64.78 million yuan, up 5.17% year-on-year [8]. Business Strategy - The company is expanding its international presence, targeting key regions such as the Middle East and Africa, Central Asia and Europe, Southeast Asia, and the Pacific, with a production base established in Qingdao to enhance responsiveness to overseas customer needs [2][3]. - The company aims to leverage its technological innovations and partnerships with leading global energy firms to enhance its core competitiveness and capitalize on global energy transition opportunities [3][6]. Product and Service Offerings - The company is focusing on modular substations as a core product, which significantly reduces delivery time compared to traditional substations, addressing the long construction cycles in global energy transformation [3]. - The company has established partnerships with over 70 major automotive manufacturers to enhance user charging experiences and brand value through collaborative charging station initiatives [4]. Virtual Power Plant Operations - The company has developed a virtual power plant platform that aggregates resources like electric vehicle charging networks and distributed energy sources, enabling participation in electricity market transactions [4][5]. - As of the end of 2024, the company has established online information exchanges with 38 power control centers, with over 3,400 adjustable power stations ready for integration into the virtual power plant framework [5]. Market Trends and Future Outlook - The company anticipates growth in the commercial vehicle sector, particularly in third- and fourth-tier cities, as electric vehicle adoption increases [7]. - The company is implementing a "city operator model" for residential charging stations to address challenges in charging infrastructure management and safety [7].