国能日新(301162) - 2025年11月13日投资者关系活动记录表

Group 1: Market Expansion and Service Performance - The company's power forecasting service has seen a significant increase in market demand due to the rapid growth of renewable energy installations and the release of management requirements for distributed power plants. As of the end of Q3 2025, the renewal rate for power forecasting service fees has consistently remained above 95% [2][3] - The company plans to update the specific number of serviced power plant clients in the 2025 annual report, indicating ongoing market expansion efforts [2] Group 2: Competitive Landscape - The competitive landscape for distributed power forecasting is characterized by a high number of small-scale clients and lower project prices, with major comprehensive group companies showing limited interest in this market segment. The company aims to increase its market share in this area [3] Group 3: Independent Energy Storage Operations - The company is developing services for independent energy storage plant management, leveraging multi-dimensional data to create a power market forecasting system. This system will help capture peak and valley electricity prices and inform operational strategies [3][4] - The independent energy storage sector is expected to achieve profitability through various channels, including electricity trading and capacity price compensation, as the market matures [3] Group 4: Joint Ventures and Collaborations - The company has entered into a partnership with Dongfang Xinneng to establish a joint venture focused on the development, construction, and operation of renewable energy and independent storage projects. The collaboration will leverage each party's strengths in project management and resource integration [4] Group 5: Technological Advantages - The company's energy management system (EMS) for independent storage projects offers significant advantages, including safety warnings through deep learning networks and real-time data analysis for fault prediction and battery status assessment. This enhances operational safety and efficiency [5] - The EMS is designed to provide millisecond-level data collection and control commands, ensuring smooth output and frequency regulation, which is crucial for grid stability [5]