国能日新(301162) - 2025年5月22日投资者关系活动记录表

Group 1: Digital Transformation in New Energy - Digital transformation is a key driver for high-quality development in the new energy sector, with increasing demands for digitalization and information technology [2] - The expansion of the new energy generation industry necessitates improved peak frequency management efficiency, creating significant market space for information management [2] - The application of digital technology in new energy has evolved from single power station management to comprehensive management across generation, transmission, and consumption [2] Group 2: AI Model Development - The company has recently upgraded its self-developed "Kuangming" new energy model, enhancing stability and performance while improving prediction accuracy and efficiency in various business scenarios [4] - The model's advancements include refined regional forecasting and enhanced decision-making capabilities, particularly in extreme weather conditions [4] Group 3: Distributed Photovoltaic Power Forecasting - The distributed photovoltaic sector is experiencing rapid growth, with significant impacts on grid flow and power quality [5] - The National Energy Administration's guidelines emphasize the "four capabilities" (observable, measurable, adjustable, controllable) for distributed energy management, driving demand for power forecasting services [5] - The number of clients in the distributed photovoltaic sector has been increasing rapidly since 2025 due to regulatory requirements [5] Group 4: Market Competition Landscape - The distributed power forecasting market is characterized by a large number of small-scale clients and low project prices, with limited participation from large integrated companies [6][7] - The company aims to expand its market share in the distributed power forecasting sector, focusing on small to medium-sized forecasting firms [7] Group 5: Power Trading Strategy - The company provides comprehensive solutions for power trading, leveraging the "Kuangming" AI model to offer core predictive data and trading strategies [8] - The company's power trading products have been applied innovatively in provinces such as Shanxi, Guangdong, Shandong, and Gansu, with plans for ongoing product promotion and development [8] Group 6: R&D Planning - The company plans to enhance R&D in distributed power forecasting and control systems, aligning with the "four capabilities" management requirements [9] - There is a focus on improving data services and decision-making capabilities in response to changes in the power trading market [9] - The company will invest in developing a one-stop new energy big data platform and intelligent model platform to boost R&D efficiency and technical capabilities [9]