历经多年发展，我国能源革命已从先前的圈地式发展，步入系统性改革階段。此时，新能源行业虽仍受 益于政策赋能与赛道机遇，但需要完成保供、稳基、转型、攻坚等使命，方能进一步推动行业发展，其 中新能源的场景化融合正是重中之重。 当前，新能源的场景化融合不再是简单的技术叠加。反之，它须将不稳定的新能源生产、灵活高效的储 能调节与特定产业的用电需求进行匹配，形成"新能源+储能+产业场景化"，以实现源、网、荷、储的 智能互动和价值最大化。同时，"新能源+储能+产业场景化"的趋势更催生了一个新产业链，覆盖设备 制造、系统集成、项目投资和智慧运营。 当能源革命步入新阶段时，政策驱动让位于市场驱动，旧有的输血式资金供给模式与新起的动态产业需 求之间产生错配，而须通过多元化、创意性金融工具的使用来配合场景的变化。本文由此出发，探讨 在"新能源+储能+产业场景化"趋势下金融如何赋能，并在价值挖掘、风险管理、流动性增强等方面指 出其未来发展方向。 新能源产业的融资阶段：由1.0走向2.0 新能源产业的融资发展可简单分成两个阶段，1.0阶段主要通过补贴驱动的债权融资来支持行业的初露 头角，2.0阶段则通过多元金融工具来赋能行业的创新发展 ...

Core Viewpoint - Envision Energy is set to achieve a milestone of over 100 million kilowatts of installed wind power capacity globally by 2025, becoming the fastest wind turbine manufacturer to reach this mark, showcasing the potential of China's wind power industry and its commitment to long-termism and green technology innovation [1][3]. Group 1: Company Achievements - Envision Energy has maintained its position as the world's leading wind turbine order recipient for four consecutive years, with over 20 operational headquarters and R&D centers globally, and more than 60 manufacturing bases [5]. - The company has developed a comprehensive green energy ecosystem, integrating the entire value chain and industry chain of green energy, and has introduced groundbreaking products such as the Galileo AI wind turbine and the world's largest green hydrogen project [3][8]. - Envision's projects have become significant diplomatic symbols for China, including the first 100 MW wind project in Kazakhstan and the largest wind power project in Africa, demonstrating the company's global impact [5]. Group 2: Technological Innovations - Envision Energy has pioneered the concept of "intelligent wind turbines" and has made substantial advancements in physical artificial intelligence, which enhances renewable energy generation, storage, and grid management [3][8]. - The "Yuanjing Tianji" meteorological model and "Yuanjing Tianshu" energy model are central to Envision's AI systems, enabling real-time analysis and coordination of energy data to optimize renewable energy systems [8]. - The company plans to launch the world's largest AI power system by 2025, integrating all cutting-edge product technologies to drive global prosperity in the renewable energy sector [8].

Core Viewpoint - The partnership between Envision Group and Casa dos Ventos marks a significant step in advancing renewable energy solutions in Brazil, focusing on wind energy and AI technology integration [1][3]. Group 1: Partnership Details - Envision Group signed a supply agreement for 630MW wind turbines and a 30-year service agreement with Casa dos Ventos, aimed at supporting new business demands in Brazil [1]. - The project will utilize the 8.x MW Galileo AI wind turbine, one of the largest wind turbines in Brazil, integrating advanced AI models for optimized performance [3]. Group 2: Strategic Collaboration - The collaboration will focus on digital management of the wind turbine lifecycle, energy storage, and comprehensive solutions for green hydrogen and ammonia [3]. - Both companies aim to enhance the local supply chain for wind turbines, promoting manufacturing, engineering services, and technical training in Brazil [3]. Group 3: Market Context - Brazil is a leader in renewable energy, with over 90% of its electricity generated from clean sources like hydropower, wind, and solar [3]. - The Brazilian government is pushing for a diversified energy structure, making non-hydropower renewable energy a key development area [3]. Group 4: Economic Impact - Casa dos Ventos is diversifying its revenue by focusing on contracts, self-generation, and new markets like data centers and green hydrogen [4]. - The partnership is expected to create green jobs and provide lasting socio-economic benefits while supporting Brazil's energy transition [4].

Core Viewpoint - Envision Technology Group has partnered with Statera Energy to provide a system-level solution for the Carrington energy storage project in the UK, which has a total installed capacity of 680MW/1360MWh, making it one of the largest single-capacity energy storage projects in the UK [2] Group 1 - The Carrington project will supply power to approximately 2.2 million households for 2 hours and will help reduce wind and solar curtailment while enhancing grid stability, contributing to the UK's net-zero emissions and energy security goals [2] - Envision's expertise in energy system integration and AI-driven renewable energy solutions were key factors in Statera's decision to collaborate with them [2] - The UK is recognized as a leading "trading energy storage" market, characterized by a mature electricity trading mechanism that allows storage assets to participate in various market segments [2] Group 2 - Envision will provide an AI-driven smart energy storage system designed for high renewable energy integration scenarios, featuring high energy density, low noise, high flexibility, and high profitability [3] - The system utilizes Envision's energy and weather models to monitor grid operations in real-time, actively participate in network control, and maintain system stability under high renewable energy integration, with a price prediction accuracy exceeding 90% [3] Group 3 - The integration of Envision's trading and network intelligence systems will shift the energy storage revenue model from experience-driven to model-driven, enabling more accurate predictions and optimal charge/discharge strategies executed in milliseconds [5] - This transition signifies a shift in energy storage systems from traditional "hardware assets" to "AI assets," providing critical support for building stable and profitable renewable energy systems [5] - Envision's senior vice president expressed enthusiasm for collaborating with Statera and other partners to achieve a target of 5GW of energy storage capacity by 2030, supporting the UK's transition to a low-carbon future [5] Group 4 - The Carrington energy storage project is located in Trafford Low Carbon Industrial Park in Greater Manchester and involves multiple energy and financial institutions, reflecting strong market confidence in large-scale battery storage as a core support for energy transition [5]

Core Viewpoint - The article discusses the successful implementation of the world's largest AI-powered independent power system at the Yuanjing Chifeng Green Hydrogen and Ammonia Project, demonstrating the feasibility of a 100% green electricity direct connection for industrial applications [2][4]. Group 1: Project Overview - The Yuanjing Chifeng Green Hydrogen and Ammonia Project is recognized as the largest green hydrogen and ammonia project globally, achieving 100% green electricity direct connection and operating stably for over 22 months [4][6]. - The project utilizes a 2GW-level independent AI power system, marking the first large-scale implementation of a "wind-solar-storage-hydrogen-ammonia" dynamic coupling in industrial settings [4][6]. Group 2: Technological Innovations - The AI power system integrates the "Yuanjing Tianji" meteorological model and the "Yuanjing Tianshu" energy model, enhancing planning, forecasting, scheduling, and operation capabilities with real-time adjustments and self-learning abilities [6][8]. - The system has improved power prediction accuracy by approximately 10% and reduced electricity costs by about 20% through high-precision power forecasting and intelligent scheduling [8]. Group 3: Industry Impact and Replication - The success of the Yuanjing Chifeng project has paved the way for replicating the "Yuanjing solution" in high-energy-consuming industries, with over 150 companies from sectors like steel, chemicals, and non-ferrous metals participating in discussions on green energy solutions [9][11]. - The collaboration with Xiangfu Technology in Inner Mongolia has established a benchmark for green electricity direct connection projects, achieving over 60% green electricity usage and creating a closed-loop green industrial chain [11][12]. Group 4: Environmental Benefits - The project in Baotou, Inner Mongolia, utilizes over 70% renewable energy, significantly reducing energy costs and carbon emissions, saving approximately 15.27 million tons of standard coal and reducing CO2 emissions by about 44.3 million tons annually [12]. - The advancements in green electricity direct connection are positioned as essential for achieving zero-carbon transitions in various industries, aligning with global carbon tariff mechanisms and energy transition initiatives [12].

Core Viewpoint - The wind power industry is at a critical juncture of technological iteration and model innovation, with Envision Energy launching the Galileo AI Wind Turbine, which integrates advanced meteorological and energy models to enhance wind farm revenue by over 20% [1][5][16] Group 1: Industry Challenges - The wind power sector faces dual challenges of "uncertain power generation" and "price volatility," complicating investment return assessments [3][16] - A recent client reported that an investment report for a wind power project could not pass the decision-making committee due to unpredictable revenue [3] Group 2: Technological Innovations - The Galileo AI Wind Turbine combines the "Tianji" meteorological model and the "Tianshu" energy model, utilizing multi-modal data and advanced computational capabilities to provide accurate forecasts for 15-30 days within just three minutes [5][6] - The integration of these models allows for enhanced predictive accuracy and revenue optimization for wind farms, with a reported 20.9% revenue increase for AI-equipped turbines compared to non-AI counterparts [5][6] Group 3: Reliability and Quality - The wind power industry has experienced rapid growth driven by larger turbines, but this has also amplified reliability issues [8][10] - Envision Energy emphasizes the importance of "technical accumulation" and "in-house manufacturing" to ensure high reliability and performance, addressing the industry's fragmented approach to technology [10][11] - The company has developed a comprehensive reliability management system that identifies weak points in the turbine's components and connections, enhancing overall system reliability [10][11] Group 4: Strategic Transition - The wind power sector is transitioning from being merely a "single power generation device" to a core participant in new energy systems, with a focus on "system safety" and "energy certainty" rather than just cost per kilowatt-hour [12][15] - Envision Energy's approach integrates AI and energy solutions, positioning the company to lead the industry towards a more value-driven model rather than mere scale expansion [12][16] Group 5: Market Dynamics - As the energy market becomes more complex, the demand for "certainty" has become paramount for clients, with Envision Energy addressing this through advanced forecasting and intelligent control systems [16] - The company is redefining the role of wind power from a passive energy source to an intelligent entity capable of understanding market dynamics and capturing value [16]