Ningbo Jianan Electronics Co Ltd

Jianan Intelligence disclosed its 2026 semi-annual report on the evening of August 26. During the reporting period, it achieved operating revenue of 344 million yuan and net profit attributable to the parent company of 34.6053 million yuan, while net operating cash flow improved sharply by 97.91 percent year on year. In overseas business, the company performed steadily in existing markets such as Ecuador, Bangladesh and Nepal, and added coverage of four new countries: Ghana, South Africa, Turkey and Jordan, extending its reach from Asia and Latin America into Africa, the Middle East and Europe. In new-energy business, the company's product lines cover charging piles and energy storage systems, among others. It has advanced 29 cooperative station-building projects in total, of which 24 are already in operation, plus 5 self-built charging stations, as it transitions from an equipment supplier to an integrated energy service provider. In addition, the company invested 22.7414 million yuan in research and development, up 9.93 percent year on year, and jointly established Tibet Jiatou Energy Technology Co., Ltd. with Linzhi Urban Investment Co., Ltd. to develop smart microgrid construction in high-altitude areas.

At the Fifth National Virtual Power Plant Application Development Forum, industry insiders believe the virtual power plant sector is reaching a turning point, quietly activating a power hardware market worth hundreds of billions of yuan. Dong Wenjie, Technical Director of Integrated Energy at Dongfang Electronics, stated that a virtual power plant is an intelligent dispatch and control system with real-time regulation capabilities, and linking intelligent terminal hardware is the core key to implementing intelligent dispatch commands. Chen Ziqi, CEO of Nanjing Yushan Information Technology, said bluntly that the real execution mechanism lies on the hardware side, which must be able to calculate accurately, control reliably, and achieve closed-loop operation, and he predicted this market will reach the hundred-billion-yuan level. Data from the National Energy Administration shows that by the end of 2025, there were 470 virtual power plant projects nationwide, with a maximum regulation capacity reaching 16.85 million kilowatts, a year-on-year increase of about 70 percent. Each project implementation means massive distributed resources need terminal retrofits, metering upgrades, and edge controller deployment. Currently, the hardware product lines have formed three major categories: air conditioning intelligent control terminals, edge controllers, and intelligent metering terminals and circuit breakers. Listed companies such as Jianan Intelligence, Acrel, Taiyong Changzheng, and Clou Electronics have already laid out related hardware products. In 2026, 16 provinces have opened up related markets, and the electricity spot market is expected to basically achieve formal operation before 2027, with the core of market competition shifting to hardware terminal access retrofits.

Tibet Jiatou Energy Technology, a joint venture between Jianan Intelligence and Nyingchi municipal state capital, was inaugurated in Nyingchi on July 28. Jianan Intelligence's subsidiary Jiachen New Energy holds a 70 percent stake. Positioned as a comprehensive power service provider for high-altitude areas, the company focuses on smart energy services, integrated solar-storage-charging, and plateau smart microgrids. Using Nyingchi as a core hub, it plans to build high-power charging piles and distributed solar-storage systems adapted to the plateau's low-temperature environment, promote county-level smart microgrid pilots, enhance demand-side response capabilities, and create a clean energy demonstration model for southeastern Tibet. Jianan Intelligence will leverage its technological expertise in smart meters, charging equipment, and energy storage systems to carry out specialized adaptations for high-altitude, low-temperature, and strong ultraviolet operating conditions. Industry analysts believe that as the construction of Tibet's clean energy base advances, this deployment is expected to open a new regional growth curve for the company.