国能日新(301162) - 2025年1月3日投资者关系活动记录表

Group 1: Company Performance and Services - As of the end of 2023, the company serves 3,590 renewable energy stations, with a renewal rate of over 95% as of Q3 2024 [2][4] - The company plans to continue expanding its user base in renewable energy stations by leveraging its product, technology, and service advantages [2][4] Group 2: Distributed Photovoltaic Power Prediction - The company has launched a complete set of domestic grid connection technology solutions to improve the power quality and reliability of distributed photovoltaic stations [4][6] - The company has signed contracts for distributed photovoltaic prediction clients, although the revenue from these contracts is relatively small compared to the overall power prediction business [3][4] Group 3: Technological Advancements - The company has developed the "Kuanming" new energy model, which significantly enhances prediction accuracy and efficiency in wind/solar power forecasting and extreme weather prediction [7][8] - The company aims to optimize product design to reduce customer investment costs while improving the overall competitiveness of its products [6][7] Group 4: Market Trends and Strategies - The electricity market is gradually moving towards market-based trading, with an increasing proportion of market transactions and a growing role for renewable energy generation [8] - The company is actively developing power trading custody services to meet diverse user needs, leveraging its advanced predictive capabilities to enhance market engagement [8] Group 5: Future Plans - The company is progressing with its plan to issue A-shares to specific investors, pending approval from the China Securities Regulatory Commission [8]