According to the Zhitong Finance APP, as the global token economy (RWA) wave shifts from virtual assets to the real economy, China's new energy industry is undergoing an unprecedented value reassessment. The real economy is the value foundation of RWA. By digitizing 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, and strengthening trust mechanisms, ultimately achieving efficient resource allocation and the real value release of the real economy.
On September 19, Zhonghuan New Energy (01735) announced a strategic cooperation with ANT GROUP, focusing on deep collaboration in three major areas: tokenization of new energy assets, intelligent operations, and green certificate carbon asset services. This cooperation marks Zhonghuan New Energy's strategic transformation from the traditional &#34;heavy asset operation&#34; model to a &#34;digital asset manager.&#34;
As an important operator of diverse new energy assets such as photovoltaic power stations, zero-carbon parks, and integrated energy stations, Zhonghuan New Energy has global experience in the green physical operation of zero-carbon industrial parks. Its collaboration with Ant will yield significant gains in four dimensions: ecological co-construction, operational efficiency, carbon value realization, and strategic transformation, helping to deepen its global new energy asset management layout and potentially leading to a more mature digital ecosystem for green assets.
Ecological Co-construction: From &#34;Heavy Asset Operation&#34; to &#34;Digital Asset Management Output&#34;
According to the ANT GROUP Research Institute's report &#34;Real World Token Economy 2025,&#34; the scale of new energy asset tokenization in the global RWA market is expected to grow by 120% compared to 2024, accounting for 35%, becoming the field with the highest degree of tokenization among non-financial assets.
Zhonghuan New Energy, with its industry-leading low debt levels and robust financial foundation, provides strong support for asset tokenization. Its green physical assets, such as photovoltaic power stations, zero-carbon parks, and integrated energy stations, have become one of the core underlying assets for tokenization on the Ant chain.
Furthermore, Zhonghuan New Energy is also directly involved in investing in overseas new energy industry funds initiated or supported by Ant, collaboratively selecting global green energy assets. This indicates that Zhonghuan New Energy has transformed from a mere partner to a capital and industry collaborator in Ant's global tokenization strategy, possessing stronger ecological discourse power.
This means that Zhonghuan is no longer just a traditional energy company that &#34;sells electricity,&#34; but has upgraded to a provider and manager of digital green assets, jointly building a closed loop of &#34;green physical assets - on-chain tokens - global capital&#34; with Ant.
Operational Efficiency: From &#34;Manual Experience&#34; to &#34;AI Intelligent Agent&#34; Precision Decision-Making
In addition to financing value, Zhonghuan New Energy places greater emphasis on the long-term benefits brought by intelligent operations. Ant's energy AI technology will bring three key enhancements.
First, it will significantly improve the accuracy of power generation and load forecasting, providing a decision-making basis for optimizing grid scheduling and reducing wind and solar curtailment rates, which is expected to enhance power station yield. Second, it will maximize the value of virtual power plants (VPP), intelligently coordinating distributed power sources, energy storage systems, and controllable loads, transforming Zhonghuan's assets from &#34;passive power supply&#34; to &#34;active profit-making&#34; intelligent nodes. Third, it will significantly reduce operation and maintenance costs, extend equipment lifespan, and ultimately translate into higher EBITDA profit margins
By introducing ANT GROUP's energy AI technology, Zhonghuan New Energy is upgrading its operational management model from the traditional paradigm reliant on &#34;human experience&#34; to a precision decision-making system driven by &#34;AI agents.&#34; As a result, the company has not only achieved a qualitative leap in operational efficiency but has also built a new generation of energy asset management model centered on data intelligence as its core competitive advantage.
Carbon Value Monetization: From &#34;Passive Compliance&#34; to &#34;Active Revenue Generation&#34; Green Gold Mine
Guided by the &#34;dual carbon goals,&#34; carbon assets are becoming a new value growth point for new energy companies. The collaboration between Zhonghuan New Energy and ANT GROUP in the carbon asset field will bring value enhancement on three levels.
Firstly, automated carbon accounting through the Internet of Things and AI significantly reduces development costs; secondly, intelligent carbon trading, which monitors global carbon market prices in real-time to maximize returns; thirdly, the creation of a carbon financialization platform that tokenizes green certificates and carbon reduction volumes, forming standardized, highly liquid green digital assets, opening up a second revenue stream beyond electricity fees.
The cooperation between Zhonghuan New Energy and ANT GROUP marks the official transition of corporate carbon management from &#34;passive compliance&#34; to a new stage of &#34;active revenue generation.&#34; By integrating IoT, AI, and blockchain technology, they have constructed a closed loop for realizing carbon asset value through &#34;precise accounting - intelligent trading - financial empowerment.&#34; This means that carbon assets for Zhonghuan New Energy will no longer be merely a compliance burden related to costs but will transform into a new income pillar that is predictable, tradable, and financeable, truly becoming a &#34;value gold mine&#34; in the company's green transformation.
Strategic Transformation: From &#34;New Energy Operator&#34; to &#34;Digital Energy Asset Manager&#34;
In the long run, Zhonghuan New Energy's business model is undergoing a fundamental transformation. The company is shifting from a &#34;seller of electricity&#34; to a &#34;provider of green energy asset management and digital solutions.&#34; Once it proves capable of continuously enhancing the value of existing assets through digitalization and financialization, its valuation logic will align more closely with technology platforms and asset management companies.
Additionally, the company has recently made significant progress in application and overseas layout. Through refined management at the application end, it focuses on diversified scenario solutions and deeply explores market opportunities. At the same time, it is accelerating its globalization strategy, having established cooperation with enterprises in over a dozen countries, including the EU, the Middle East, Africa, and Southeast Asia, actively advancing overseas factory construction work, laying the foundation for global asset management and digital service output.
This cooperation is a core capability building for Zhonghuan New Energy aimed at creating a closed-loop ecosystem that integrates green energy entities, digital technology, and global financial capital. The company's role will shift from being a heavy asset &#34;builder&#34; and &#34;operator&#34; to a light asset &#34;manager&#34; and &#34;value integrator,&#34; occupying a more advantageous strategic position in the second half of competition in the new energy industry.
In summary, by connecting global capital channels through RWA, leveraging AI to achieve operational efficiency leaps, and activating carbon asset value through digitalization, Zhonghuan New Energy is gradually transforming into a light asset, high-value, digitally-driven &#34;green energy asset manager,&#34; with the potential to become a leading enterprise in the green digital energy era

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China National Nuclear Corporation New Energy has reached a strategic cooperation with ANT GROUP, focusing on the tokenization of new energy assets, intelligent operations, and green certificate carbon asset services. This move marks the transformation of China National Nuclear Corporation New Energy from traditional heavy asset operations to digital asset management, aiming to enhance asset liquidity and reduce transaction costs. According to a report by ANT GROUP, the scale of new energy asset tokenization is expected to grow by 120% by 2025. China National Nuclear Corporation New Energy, with its low debt and robust financial foundation, supports asset tokenization

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Central Ring New Energy collaborates with ANT GROUP to layout RWA, connecting the entire chain of "industrial operation - carbon asset management" to welcome value reassessment