国能日新(301162) - 2024年7月9日投资者关系活动记录表

Group 1: Business Overview - The company's power forecasting business revenue is categorized into three main areas: power forecasting equipment, power forecasting services, and power forecasting business upgrade services [2] - Power forecasting services are the core value of the business, utilizing algorithm models and data to provide short-term and ultra-short-term power forecasts to grid dispatch agencies [2] - The company has served 3,590 renewable energy stations as of the end of 2023, maintaining a renewal rate of over 95% for existing customers [3] Group 2: Market Position and Competition - The company's average market share in power forecasting products is approximately 20%, with a market share of 22.1% in photovoltaic power forecasting [3] - Major competitors in the power forecasting field include Dongrun Huaneng, NARI Group, Goldwind Technology, and Envision Energy [3] - The number of served stations has increased from 1,482 in 2019 to 3,590 by the end of 2023, indicating steady growth [3] Group 3: Future Development and Innovations - The company is focusing on expanding its energy data services and products in overseas markets, including energy management systems and microgrid control systems [4] - The company is actively pursuing qualifications for aggregator services in various provinces, enhancing its virtual power plant operations [4] - The integration of AI and large models into the company's business is aimed at improving core competencies in power forecasting, electricity trading, and virtual power plant operations [5] Group 4: Regulatory Impact - Recent government policies, such as the "2024-2025 Energy Saving and Carbon Reduction Action Plan," are expected to facilitate the development and sales of the company's electricity trading products [4] - The increasing volatility and instability of renewable energy output due to the "dual carbon" strategy will enhance the demand for the company's forecasting and energy management services [5]