国能日新(301162) - 2024年11月1日投资者关系活动记录表

Group 1: Business Expansion and Client Engagement - As of the end of Q3 2024, the company serves 3,590 renewable energy stations, with a client renewal rate of over 95% for power forecasting services [1] - The company aims to leverage its comprehensive advantages in products, technology, and services to achieve continuous growth in the number of renewable energy station users [1] Group 2: Distributed Photovoltaic Development - The company has signed contracts with some distributed photovoltaic forecasting clients, although the order amount represents a relatively small proportion of the overall power forecasting business [2] - The National Energy Administration has emphasized the "four capabilities" management requirements for distributed renewable energy in its draft regulations [2] Group 3: Power Trading Market Participation - The company is gradually promoting its products in provinces like Shanxi, Gansu, Shandong, Guangdong, and Inner Mongolia, where long-cycle, uninterrupted power trading has been implemented [2] - The company has developed products for power trading in various provinces and is inviting renewable energy station clients for trial use [2] Group 4: AI Model Impact on Business - The company has made progress in developing a specialized meteorological forecasting model, which has been officially released and significantly improves forecasting accuracy in wind/solar power, extreme weather, and power market predictions [3] - The self-developed model enhances the company's ability to predict extreme weather and renewable power output, supporting better decision-making in power trading [3] Group 5: Future Market Trends - The company anticipates that the proportion of market-based trading volume will gradually increase, and renewable energy generation will play a more significant role in the market [3] - The overall operation of power trading will increasingly rely on big data and AI technologies for efficient management of existing renewable energy assets [3] Group 6: Regulatory and Policy Developments - The company is actively monitoring the progress of the "Guiding Opinions on Vigorously Implementing Renewable Energy Substitution Actions" released on October 30, 2024, focusing on technology upgrades and demand-side resource management [4] - The company plans to continue promoting the development and sales of related products in line with new regulatory requirements [4] Group 7: International Market Strategy - The company's energy data service products are suitable for overseas markets, with a focus on energy storage and microgrid products [4] - Specific products include energy management systems for storage, microgrid energy control systems, and power forecasting, aimed at ensuring stable electricity supply while creating economic benefits for users [4]