国能日新(301162) - 2025年6月27日投资者关系活动记录表

Group 1: Market Trends and Policies - The distributed photovoltaic (PV) capacity is expected to grow significantly, with the National Energy Administration's policy emphasizing the "four controllable" management requirements for distributed energy sources [2][3] - In the first five months of 2025, the newly installed capacity for solar PV reached 197.85 GW, a year-on-year increase of nearly 150%, while wind power added 46.28 GW, with a growth rate of 134% [5] Group 2: Company Strategy and Market Position - The company aims to expand its market share in the distributed power forecasting sector, which is characterized by a large number of small-scale projects and lower unit prices compared to centralized clients [4] - The company is focusing on technological innovation and improving service quality to enhance its competitiveness in the existing market [5] Group 3: Challenges and Solutions in the Electricity Market - Traditional electricity sales companies face challenges such as market rule changes and increased competition, leading to a potential industry reshuffle [6][7] - The company has developed an intelligent quantitative trading solution to empower electricity sales companies, optimizing operational efficiency and enhancing trading profits through data integration and predictive modeling [7] Group 4: Business Progress and Future Outlook - The company reports that its business progress in the first half of 2025 aligns with operational expectations, supported by a favorable market environment for the renewable energy sector [6][7] - Continuous efforts are being made to innovate and implement the "source-grid-load-storage integration" strategy to further enhance business operations [6]