国能日新(301162) - 2022年12月2日投资者关系活动记录表

Group 1: Market Position and Competitors - The company holds the leading market shares in photovoltaic power prediction and wind power prediction markets at 22.10% and 18.80% respectively, according to a 2019 report by S&P Global [2] - Major competitors in the photovoltaic power prediction market include NARI Technology, Dongrun Environmental, and Zhongke Furu, while in the wind power prediction market, competitors include Goldwind Technology, Envision Energy, and NARI Technology [2] Group 2: Impact of Power Prediction Accuracy - The accuracy of power prediction directly affects the operation and profitability of power stations, leading to increased demands for prediction services from clients [3] - Regulatory bodies are tightening assessment standards for power prediction accuracy, which will further elevate the requirements for service providers [3] Group 3: Future Trends in Power Prediction Services - The company aims to increase the number of users for its power prediction services as a key operational goal, expecting stable growth in market size [3] - Service fees for power prediction are anticipated to remain stable while improving service quality [3] Group 4: Electricity Trading Market Dynamics - The scale of the electricity trading market is closely linked to policy implementation, with recent drafts from the National Energy Administration indicating a shift towards a nationwide electricity market by 2025 [4] - By 2030, a unified electricity market system is expected to be established, enhancing the participation of renewable energy in market transactions [4] Group 5: Distributed Photovoltaic Products - The company has launched products for distributed photovoltaic power stations to address management and control needs, including remote control and monitoring capabilities [4] - A distributed photovoltaic operation management system has been introduced to provide intelligent monitoring and data analysis for power stations [4]