Core Insights - Zhonghuan New Energy (1735.HK) announced a strategic partnership with Ant Group to jointly develop new energy asset tokenization (RWA), smart operations, and carbon asset services, aiming to create a closed-loop ecosystem that integrates green energy entities, digital technology, and global financial capital [1] Group 1: Strategic Collaboration - The partnership will utilize Ant Chain technology to convert Zhonghuan's photovoltaic power stations and zero-carbon parks into tokenized digital assets, enhancing liquidity and reducing financing costs while attracting global ESG funds [1] - Zhonghuan will also participate in Ant's overseas new energy industry fund, transitioning from a partner to a capital and industry collaborator, thereby increasing its ecological influence [1] Group 2: Operational Efficiency - Ant Energy AI will empower generation forecasting, virtual power plant scheduling, and operational optimization, significantly improving operational efficiency and profitability [1] Group 3: Carbon Asset Development - In the carbon asset sector, the collaboration aims to establish a technology-enabled closed loop of "AI accounting - smart trading - financialization," facilitating the trading and financing of green certificates and carbon reduction credits, thus creating a secondary revenue stream beyond electricity sales [1]

Core Viewpoint - Zhonghuan New Energy (01735) has announced a strategic partnership with Ant Group to jointly develop new energy asset tokenization, intelligent operations, and carbon asset services, aiming to create a closed-loop ecosystem that integrates green energy entities, digital technology, and global financial capital [1] Group 1: Strategic Cooperation - The partnership will leverage Ant Chain technology to convert Zhonghuan's photovoltaic power plants and zero-carbon parks into tokenized digital assets, enhancing liquidity and reducing financing costs [1] - The collaboration aims to attract global ESG funds and involves participation in Ant's overseas new energy industry fund to select global green energy assets [1] Group 2: Operational Efficiency - Ant Energy AI will empower power generation forecasting, virtual power plant scheduling, and operational optimization, significantly improving operational efficiency and profitability [1] Group 3: Carbon Asset Development - In the carbon asset sector, the two companies will establish a technology-enabled closed loop of "AI accounting - intelligent trading - financialization," facilitating the trading and financing of green certificates and carbon reduction credits, thus creating a second revenue stream beyond electricity sales [1]

Core Viewpoint - Zhonghuan New Energy (01735) has announced a strategic partnership with Ant Group to jointly develop new energy asset tokenization, smart operations, and carbon asset services, creating a closed-loop ecosystem that integrates green energy entities, digital technology, and global financial capital [1] Group 1: Strategic Cooperation - The partnership aims to connect "industrial operations - carbon asset management," leading to a comprehensive value reassessment [1] - Through Ant Chain technology, Zhonghuan New Energy's photovoltaic power stations and zero-carbon parks will be transformed into tokenized digital assets, enhancing liquidity and reducing financing costs [1] - The collaboration will attract global ESG funds and involve participation in Ant's overseas new energy industry fund to select global green energy assets [1] Group 2: Operational Efficiency - Ant Energy AI will empower power generation forecasting, virtual power plant scheduling, and operational optimization, significantly improving operational efficiency and profitability [1] Group 3: Carbon Asset Development - In the carbon asset sector, the two companies will establish a technology-enabled closed loop of "AI accounting - smart trading - financialization," facilitating the trading and financing of green certificates and carbon reduction credits [1] - This initiative aims to create a second revenue stream beyond electricity sales [1]