国能日新(301162) - 2025年2月19日投资者关系活动记录表

Group 1: Company Overview and Business Progress - Guoneng Rixin Technology Co., Ltd. is actively involved in the distributed photovoltaic power forecasting sector, responding to national standards and policies [2][3]. - As of the end of 2023, the company serves 3,590 renewable energy stations, with a projected increase in service stations by the end of 2024 [3]. - The company maintains a high renewal rate of over 95% for its power forecasting services as of Q3 2024 [3]. Group 2: Market Outlook and Regulatory Impact - By the end of 2025, the national installed power generation capacity is expected to exceed 3.8 billion kW, with a year-on-year growth of approximately 14% [4]. - The proportion of coal power in total installed capacity is projected to decrease to one-third by 2025, while wind and solar power installations are expected to surpass coal power [4]. - New regulations from the National Development and Reform Commission and the National Energy Administration aim to enhance the marketization of renewable energy pricing, which will impact investment decisions and operational quality for renewable energy companies [5][6]. Group 3: Technological Advancements and Product Development - The company has launched the "Kuangming" new energy model, which enhances forecasting accuracy for wind and solar power, extreme weather, and electricity spot markets [9]. - The introduction of the DeepSeek domestic open-source model is expected to improve technological innovation, cost control, and service capabilities across various industry applications [9]. - The company is focusing on developing a comprehensive suite of solutions for distributed power generation, including power forecasting systems and integrated software for power regulation [7][8]. Group 4: Future Strategies and Market Adaptation - The company plans to enhance service quality and capabilities in response to evolving market demands and regulatory changes [6]. - There is an expectation for increased participation of distributed power stations in the electricity trading market, contingent on provincial policy updates [7]. - The company aims to leverage big data and artificial intelligence to improve management efficiency and trading outcomes in the evolving electricity market [6].