Core Insights - The energy consumption data of listed companies has evolved from a compliance disclosure item to a strategic asset, reflecting resource utilization efficiency and serving as a basis for investors to assess sustainable development capabilities and for regulators to formulate policies [2] Group 1: Energy Consumption Data Overview - Traditional energy consumption analysis focused on single indicators like electricity consumption and coal usage, while a new analytical framework constructs a "energy structure-efficiency-emission" three-dimensional model for in-depth dissection of energy consumption quality [2] Group 2: Energy Structure Transformation Index - In 2024, the share of clean energy in China's electricity sector reached 80.12%, an increase of 47 percentage points from 2019, with carbon emissions intensity per unit of electricity generation at 0.28 kgCO₂/kWh, which is 42% lower than the industry average [3] Group 3: Dynamic Efficiency Assessment System - In 2024, Datang Power led the industry with a coal consumption rate of 288.47 g/kWh, a 12% decrease from 2019, while Huaneng International's coal consumption reached 293.90 g/kWh, indicating room for technological upgrades [4] Group 4: Emission Intensity Visualization - In 2024, Guodian Power's scope 1 emissions reached 31,460.65 million tons of CO₂ equivalent, while China's scope 2 emissions surged by 142.8%, a year-on-year increase of 43%, providing investors with risk warning signals [5] Group 5: Innovative Applications of Energy Consumption Data - China Power generated revenue of 2.33 billion yuan from selling carbon quotas of 233.3 million tons of CO₂ equivalent, a 60% year-on-year increase, indicating that energy companies are transforming carbon emissions rights into new profit growth points [6] Group 6: Technological Breakthroughs - Jerry Holdings achieved breakthroughs in lithium battery resource recycling, with recovery purity and rate reaching 98%, addressing low recovery rates in the industry [7] Group 7: Industry Chain Collaboration - Huaming Equipment established two production bases, enhancing product reliability by 20% and reducing production costs by 15% through vertical integration, setting a demonstration effect in the energy sector [8] Group 8: Governance Challenges of Energy Consumption Data - In 2024, only 30% of A-share listed companies directly disclosed greenhouse gas emissions, with less than 5% disclosing scope 3 emissions, leading to discrepancies exceeding 30% in carbon emissions reporting [9] Group 9: Future Trends in Energy Consumption Data - AI-powered energy consumption prediction models are becoming prevalent, with Guodian Power achieving a 95% accuracy rate in short-term load forecasting, supporting carbon trading strategies [11] - Blockchain technology is being piloted to trace the carbon footprint of photovoltaic components throughout their lifecycle, potentially reshaping global trade rules under carbon tariffs [12] - Leading energy companies are building ESG data platforms to integrate diverse data, with Yangtze Power reducing greenhouse gas emissions intensity from 5.21 kg to 4.47 kg per ten thousand yuan in revenue from 2024 to 2025 [12] Conclusion - Energy consumption data has transcended simple compliance requirements to become a core input for strategic decision-making, with companies demonstrating that effective data governance capabilities are crucial for survival and development in the carbon-neutral era [12]