As the global tokenized economy (RWA) wave shifts from virtual assets to the real economy, China's new energy industry is experiencing an unprecedented value revaluation. The real economy serves as the value foundation for RWA. By digitalizing green physical assets such as new energy power stations and infrastructure, RWA effectively connects traditional assets with global capital, enhancing asset liquidity, reducing transaction costs, strengthening trust mechanisms, and ultimately achieving efficient resource allocation and real value release for the real economy.
On September 19, CENTRAL NEW EGY (01735) announced a strategic partnership with Ant Group. The two parties will engage in deep collaboration across three major areas: new energy asset tokenization, intelligent operations, and green certificate carbon asset services. This partnership marks CENTRAL NEW EGY's strategic transformation from traditional "heavy asset operations" toward becoming a "digital asset manager."
As a significant operator of diverse new energy assets including photovoltaic power stations, zero-carbon parks, and integrated energy stations, CENTRAL NEW EGY possesses operational experience in global zero-carbon industrial parks. Its collaboration with Ant Group will deliver significant benefits across four dimensions: ecosystem development, operational efficiency enhancement, carbon value monetization, and strategic transformation, helping deepen its global new energy asset management layout and potentially achieving a late-mover advantage to build a more mature green asset digitalization ecosystem.
**Ecosystem Development: From "Heavy Asset Operations" to "Digital Asset Management Output"**
According to Ant Group Research Institute's "Real World Tokenized Economy 2025" report, in the global RWA market by 2025, new energy asset tokenization scale will grow 120% compared to 2024, accounting for 35% and becoming the highest tokenized field among non-financial assets.
CENTRAL NEW EGY's industry-leading low debt levels and solid financial foundation provide strong support for asset tokenization. The company's green physical assets, including photovoltaic power stations, zero-carbon parks, and integrated energy stations, serve as core underlying assets for tokenization on Ant Chain.
Furthermore, CENTRAL NEW EGY directly participates in investing in overseas new energy industry funds initiated or supported by Ant Group, collaboratively selecting global green energy assets. This indicates CENTRAL NEW EGY has transformed from a simple partner to a capital and industrial collaborator in Ant Group's global tokenization strategy, possessing stronger ecosystem influence.
This means CENTRAL NEW EGY is no longer merely a traditional energy company that "sells electricity," but has upgraded to become a provider and manager of digitalized green assets, jointly building a closed loop of "green physical assets-on-chain tokens-global capital" with Ant Group.
**Operational Efficiency: From "Manual Experience" to "AI Agent" Precision Decision-Making**
Beyond financing value, CENTRAL NEW EGY places greater emphasis on long-term benefits from intelligent operations. Ant Group's energy AI technology will deliver three key improvements.
First, significantly enhancing power generation and load forecasting accuracy, providing decision-making foundations for optimizing grid dispatch and reducing wind and solar curtailment rates, potentially improving power station profitability. Second, maximizing Virtual Power Plant (VPP) value by intelligently coordinating distributed power sources, energy storage systems, and controllable loads, transforming CENTRAL NEW EGY's assets from "passive power supply" to "active profit-generating" intelligent nodes. Third, substantially reducing operation and maintenance costs while extending equipment lifespan, ultimately converting to higher EBITDA profit margins.
By introducing Ant Group's energy AI technology, CENTRAL NEW EGY is upgrading its operational management model from traditional paradigms relying on "manual experience" to precision decision-making systems driven by "AI agents." The company not only achieves qualitative leaps in operational efficiency but also builds a new-generation energy asset management model with data intelligence as its core competitive advantage.
**Carbon Value Monetization: From "Passive Compliance" to "Active Revenue Generation" Green Gold Mine**
Guided by "dual carbon goals," carbon assets are becoming new value growth points for new energy enterprises. CENTRAL NEW EGY's collaboration with Ant Group in carbon assets will bring value enhancement across three levels.
First, achieving automated carbon accounting through IoT and AI, significantly reducing development costs. Second, intelligent carbon trading by real-time monitoring of global carbon market prices to maximize returns. Third, creating carbonized financial platforms by tokenizing green certificates and carbon emission reductions, forming standardized, highly liquid green digital assets and opening a second revenue stream beyond electricity fees.
The partnership between CENTRAL NEW EGY and Ant Group marks the formal transition of corporate carbon management from "passive compliance" to "active revenue generation." Through integrating IoT, AI, and blockchain technologies, both parties have constructed a carbon asset value realization closed loop of "precise accounting-intelligent trading-financial empowerment."
This means carbon assets for CENTRAL NEW EGY will no longer be merely compliance burdens concerning costs, but will transform into predictable, tradeable, and financeable new revenue pillars, truly becoming a "value gold mine" in corporate green transformation.
**Strategic Transformation: From "New Energy Operator" to "Digital Energy Asset Manager"**
In the long term, CENTRAL NEW EGY's business model is undergoing fundamental transformation. The company is transitioning from "electricity seller" to "green energy asset management and digitalization solution provider." Once proven capable of continuously enhancing existing asset value through digitalization and financialization means, its valuation logic will align with technology platforms and asset management companies.
Additionally, the company has recently achieved significant progress in application-end and overseas expansion. Through application-end refined management, focusing on diversified scenario solutions, and deeply exploring market opportunities. Meanwhile, accelerating global strategy implementation, the company has reached cooperation agreements with enterprises from over ten countries in the EU, Middle East, Africa, and Southeast Asia, actively advancing overseas factory construction to lay foundations for global asset management and digitalization service output.
This partnership represents CENTRAL NEW EGY's core capability building for the future, aimed at creating a closed-loop ecosystem integrating green energy entities, digitalization technology, and global financial capital. The company's role will upgrade from heavy-asset "builder" and "operator" to light-asset "manager" and "value integrator," occupying more advantageous strategic positions in the second-half competition of the new energy industry.
In summary, by connecting global capital channels through RWA, achieving operational efficiency leaps through AI, and activating carbon asset value through digitalization, CENTRAL NEW EGY is gradually transforming into a light-asset, high-value, digitally-driven "green energy asset manager," potentially becoming a leading enterprise in the green digital energy era.
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