10月10日，SNEC ES+2025国际储能技术大会暨展览会开幕。协鑫能科（002015）携"储能+AI"能源生 态系统及前沿解决方案亮相，全面展示其在储能应用场景、零碳园区、虚拟电厂及能源AI大模型等领 域的前瞻布局与实践成果。 协鑫能科负责人告诉记者，在储能领域，公司已实现电网侧与用户侧双轨并行、协同发展。截至目前， 协鑫能科已在全国落地超过15个电网侧储能项目，投运规模突破1000MW，成为稳定区域电网、支撑电 力调峰的"压舱石"。 尤其在江苏等用电大省，项目在迎峰度夏期间发挥关键作用，验证了大规模储能的可行性与商业化路 径。在用户侧，协鑫能科除广泛应用锂电技术外，更积极拓展钠离子电池、全钒液流电池等新型技术路 线，为工业企业与园区量身打造高效储能系统，使其成为客户降本增效与低碳转型的"效益倍增器"。 零碳园区作为"双碳"战略落地的重要场景，正由理念走向规模化实践。协鑫能科在本次展会上推出的零 碳园区全链条解决方案，以园区数智平台为"中枢系统"，围绕绿色能源、绿色交通、绿色建筑、生态运 营与基础设施五大维度，提供从碳核算、能效诊断到智能调控与绿电交易的一站式服务。 目前，协鑫能科已在全国打造包括工厂、 ...

Core Viewpoint - GCL-Poly Energy achieved significant growth in Q1 2025, driven by rapid advancements in distributed photovoltaic and energy storage projects, alongside effective cost management strategies [1][2]. Financial Performance - In Q1 2025, the company reported revenue of 2.933 billion yuan, a year-on-year increase of 21.49% - Net profit attributable to shareholders reached 254 million yuan, up 35.15% year-on-year - Non-recurring net profit surged to 193 million yuan, reflecting a substantial year-on-year growth of 176.61% [1]. Strategic Layout - The company has established a dual-driven development model focusing on "energy assets + energy services" - The goal for the next five years is to have energy service revenue exceed 50% of total revenue - In energy asset management, the company is exploring value-added operational scenarios such as load forecasting and price arbitrage, aiming for a dual revenue structure of guaranteed returns from physical assets and flexible returns from market services - The company is expanding its comprehensive energy services, including virtual power plants, energy trading, and energy-saving renovations, with a current adjustable load capacity of 550 MW in Jiangsu Province, representing 30% of the province's actual adjustable load [2]. Technological Innovation - The company partnered with Ant Group to launch the "EnergyTS Energy Power Time Series Model Integration Machine," which significantly outperformed international mainstream products in photovoltaic scenario evaluations - The partnership also led to the issuance of China's first photovoltaic green asset RWA (Real World Asset), creating a new financing model that transforms "green production" into "green finance" [2]. Investor Returns - The company plans to distribute a cash dividend of 1 yuan per 10 shares (tax included), totaling approximately 158 million yuan, which accounts for 32.34% of the net profit attributable to shareholders for 2024 - The management emphasizes the importance of value-based market capitalization management and aims to enhance core competitiveness through continuous technological innovation and operational quality improvements [3]. Future Outlook - GCL-Poly Energy aims to align with the "dual carbon" strategic goals and accelerate business transformation and upgrades through the dual-driven approach of energy assets and services - The company anticipates establishing a differentiated competitive advantage in the evolving new energy system, creating sustained value for investors [3].

Group 1 - GCL-Poly Energy Technology Co., Ltd. showcased its innovative integration of the renewable energy industry with Web3 technology at the "RWA REAL UP Summit 2025" in Dubai [1] - The company, in collaboration with Ant Group's Ant Digital, completed China's first RWA project based on photovoltaic physical assets, exceeding 200 million RMB, providing a new pathway for foreign capital to invest in China's green assets [1] - GCL-Poly's "EnergyTS" model, launched in March 2025, significantly outperformed international mainstream time series models in photovoltaic scenario assessments [1] Group 2 - The integration of renewable energy and Web3 technology is creating a credible infrastructure for asset circulation, carbon trading, and green finance, positioning the renewable energy industry as a core engine for sustainable global economic development [2] - GCL-Poly plans to expand cooperation with international capital and technology partners, exploring innovative models such as energy asset tokenization and carbon financial derivatives [2] - The company's technological output on the international stage highlights the first-mover advantage of Chinese renewable energy enterprises in the intersection of digital finance and provides a reusable "Chinese solution" for the implementation of Web3 technology in the real economy [2]