国能日新(301162) - 2024年1月11日投资者关系活动记录表

Group 1: Company Overview and Performance - The company serves 2,958 renewable energy stations by the end of the year, meeting its expansion goals for 2023 [2] - The renewal rate for existing clients in the power forecasting business remains stable as of the end of Q3 2023 [2] Group 2: Power Forecasting Business - The accuracy requirements for power forecasting are becoming stricter due to the increasing scale of renewable energy integration into the grid [2] - The company's core advantages in power forecasting accuracy stem from a comprehensive meteorological forecasting system and a robust algorithm development framework [3] - The company collaborates with authoritative meteorological institutions to optimize weather forecasting tailored for renewable energy [4] Group 3: Extreme Weather Impact and Solutions - Extreme weather events significantly affect renewable energy output and grid stability, necessitating advanced forecasting capabilities [3] - The company has developed an extreme weather warning technology to enhance forecasting accuracy and assist renewable energy stations in managing adverse weather conditions [3] Group 4: Electricity Trading Business - The company leverages its long-term data and technological advancements in power, weather, and price forecasting to maintain a leading position in the market [4] - The company provides 24/7 high-quality services to its clients, ensuring timely responses to business needs [4] Group 5: Future Business Development - The company is expanding its product offerings in the load side by developing virtual power plant operations and providing energy storage and microgrid solutions [4] - The company plans to explore overseas markets by following EPC manufacturers or energy storage integrators, with existing products already sold internationally [4]