国能日新(301162) - 2023年2月8日投资者关系活动记录表

Group 1: Investor Relations Activities - The investor relations activities included analyst meetings, media interviews, performance briefings, press releases, roadshows, and site visits [2] - Participants included various investment firms such as淡水泉投资, GIC, 中融基金, and others [2] - The meeting took place on February 8, 2023, in the company conference room, hosted by securities representative 池雨坤 [2] Group 2: Power Forecasting Business - The company's power forecasting products consist of forecasting equipment and services, with equipment sold on a one-time basis and services provided continuously [2] - As of the end of 2021, the company served 2,399 renewable energy stations, with a stable renewal rate exceeding 95% [3] - The pricing for forecasting services has remained stable in recent years, considering market competition and other factors [2][3] Group 3: Distributed Photovoltaic Demand - The transition from traditional scheduling to a multi-coordinated control model is ongoing, but many distributed photovoltaic systems are not yet included in the scheduling framework [3] - The company has launched products for distributed photovoltaic power collection and remote control to assist grid management [3] - Currently, there are no regulatory requirements for power forecasting for distributed photovoltaic stations [3] Group 4: Electricity Trading Business - The electricity trading business offers data services tailored to customer needs, including decision-making support and high-precision weather forecasting data [4] - Customers primarily include renewable energy stations, traditional energy companies, and trading firms [4] - The company has successfully implemented sales in provinces with long-term, uninterrupted electricity trading operations [4] Group 5: Energy Storage Management System - The energy management system (EMS) enhances the economic efficiency of energy storage by participating in energy and ancillary service markets [4] - The EMS has been applied in provinces like Shandong, Qinghai, Shanxi, and Gansu, optimizing charging and discharging strategies [4] - The system integrates with various subsystems to improve coordination and enhance the value of energy storage [4]