國能日新(301162.SZ):公司的遠景目標是成為能源數據管理專家
格隆匯7月10日丨國能日新(301162.SZ)近期在接待機構調研時表示,公司認為發改委本次發佈的相關政策旨在理順輸配環節電價機制,這將有助於電力市場化進程的加速,為公司在電力交易、虛擬電廠、微電網、儲能等業務方面進一步打開政策空間,同時也將有利於匹配負荷側客户的市場需求。
從公司戰略角度而言,公司的遠景目標是成為能源數據管理專家,致力於打造“源網荷儲”能源數據產品及服務體系。公司將基於在源端(發電側)業務的核心優勢和技術能力通過虛擬電廠、微電網、工商業儲能等多種業務形態逐步拓展至荷端(用電側)市場。後續公司將持續關注政策落地後的市場變化情況並加快相關產品的落地和推廣。
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