The issue of new energy electrical utilities consumption is inevitable, and virtual power plants are expected to open a market worth hundreds of billions.

At the 2024 Shanghai International Carbon Neutrality Expo opened on June 5th, the first residential virtual power plant 2.0 platform in the country was unveiled at the Huangpu District booth. Citic Securities released research reports, expecting the overall capacity of virtual power plants to reach 72.3 billion yuan by 2025, and their market space could reach 196.1 billion yuan by 2030.

cls.cnJun 7 08:07

The National Energy Administration proposed to enhance the power grid's resource allocation capability. The industry's investment potential may further be released.

The National Energy Administration has issued a notice on ensuring the high-quality development of new energy by improving the capacity of power grid resource allocation. Since the 14th Five-Year Plan, the construction has entered a new energy transition phase. With the increase in the number of intelligent substations at different voltages and their transformation, the huge potential of the smart grid industry will be further unleashed.

cls.cnJun 5 08:00

The level of excitement is comparable to that of the Baowan dispute! Shijiazhuang Kelin Electric welcomed a "white knight" at the last moment and the ownership of its controlling rights has once again become uncertain.

One week after the start of the tender offer on Hisense's website, Zhang Chengsuo, the director of Shijiazhuang Kelin Electric, welcomed the "white knight." Shijiazhuang Guotou, together with Zhang Chengsuo, Qiu Shiyong, Dong Caihong, Wang Yong and others, jointly signed a concerted action agreement, and the company's actual controller will be changed from Zhang Chengsuo to Shijiazhuang Guotou, with a shareholding ratio of 29.51%.

cls.cnJun 3 23:24

Nvidia is about to host AI Summit AI or bring new opportunities to industrial digitalization

① According to media reports, NVIDIA will hold an AI summit on June 5 to discuss in depth the practical application of AI in manufacturing, healthcare, research, etc. ② Galaxy Securities believes that the development of artificial intelligence has brought new opportunities for industrial digitalization.

cls.cnJun 3 08:05

Jinpan Technology: Order volume soared, new park put into operation to deal with insufficient production capacity|Direct hit on performance

① Jinpan Technology's total revenue for the first quarter was 1,305 billion yuan, up 0.60% year on year, and net profit to mother was 94.6396 million yuan, up 8.57% year on year. The growth rate has declined, but the trend has not changed; ② The Wuhan Jinpan Intelligent Technology Green Industrial Park was completed and put into operation in December 2023. After the project is completed and put into production, it is expected to achieve an annual production capacity of 20 million kVA for dry-type transformer series products.

cls.cnMay 28 08:24

Agencies say such companies are natural load aggregators or are fully benefiting from electricity marketization reforms

① The National Development and Reform Commission announced the “Electricity Market Supervision Measures” to increase electricity trading companies, energy storage companies, virtual power plants, and load aggregators. ② CITIC Construction Investment Zhu Yue believes that charging pile operators are natural load aggregators. Load aggregators can integrate user resources, participate in the electricity market, respond to grid needs, and operate traditional businesses such as wholesale and retail of electricity.

cls.cnMay 28 07:50