Guizhou Taiyong Changzheng Technology Co Ltd Class A

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.