How can ordinary people get through the "energy crisis"?

[Taoguba]
According to the announcement on March 18, 2026, Shao Neng Co., Ltd., a wholly owned subsidiary of Shao Neng Shares, plans to invest 1 billion yuan in Lechang City, Shaoguan, to establish a wholly owned subsidiary, Guangdong Shao Neng Electric Calculation Fusion Investment Co., Ltd., to implement green electricity business for the Shaoguan data center cluster’s integrated source-network-load-storage energy system. (Subsidiary information—According to August 8, 2025, Interactive Easy: The company held a board meeting on August 5, 2025, and resolved to establish a wholly owned subsidiary, Guangdong Shao Neng Electric Calculation Fusion Investment Co., Ltd., with a registered capital of 300 million yuan, engaged in calculation-electric fusion business, planning to invest in the construction and operation of the Shaoguan data center cluster’s integrated source-network-load-storage power project. As a listed company based in Shaoguan focusing on clean renewable energy, with 29 years of listing, the company has accumulated rich operational management experience in hydropower, biomass power generation, new energy development, and regional transmission and distribution. It has the experience and capability to develop calculation-electric fusion business. Shaoguan is a key node in the national integrated computing power network in the Guangdong-Hong Kong-Macao Greater Bay Area, which is actively developing the computing power industry. The company’s establishment of a wholly owned subsidiary engaged in calculation-electric fusion aims to explore the construction of a green power supply integrating data center cluster source-network-load-storage, seize development opportunities, focus on the energy main industry, further expand the scale of the clean renewable energy industry, and improve profitability; on the other hand, by expanding green electricity business to support computing power development, promote high-quality development of the Shaoguan cluster.)

Shaoguan is one of the important nodes of the “East Data West Computing” project and a key hub in the national integrated computing power network in the Guangdong-Hong Kong-Macao Greater Bay Area. Currently, green energy has become a key path to solving the high energy consumption problem of data centers, while the electricity demand of data centers also challenges the upgrade of the power system. On March 5, the government work report first proposed “calculation-electric synergy,” suggesting the implementation of ultra-large-scale intelligent computing clusters, calculation-electric coordination, and other new infrastructure projects, strengthening nationwide integrated computing power monitoring and dispatch, and supporting public cloud development. Previously, the National Development and Reform Commission and the National Energy Administration jointly issued the “Notice on the Responsibility Weights for Renewable Energy Power Consumption in 2025 and Related Matters,” which for the first time included data centers in the scope of key energy-consuming industries for green electricity consumption monitoring, and clarified that the proportion of green electricity in new data centers at national hub nodes must reach 80%.

Open Source Securities pointed out that the core connotation of “calculation-electric synergy” is reflected in two levels: first, “electricity supporting computing,” which provides stable, low-cost, zero-carbon electricity for computing centers through direct supply of green electricity, source-network-load-storage integration, and other means; second, “computing optimizing electricity,” which uses AI algorithms and big data analysis to forecast fluctuations in renewable energy generation, real-time regulation of computing load, transforming data centers from mere “electricity consumers” into “flexible regulation resources” for the power system, participating in grid peak shaving, frequency regulation, and other auxiliary services through virtual power plants and similar forms.

As of the close on March 20, Yunnan Energy Holdings has a market-to-book ratio of 6.74, Shao Neng Shares 2.10; Yunnan Energy Holdings’ market value is 23.2 billion yuan, Shao Neng Shares’ market value is 8.7 billion yuan. In comparison, Shao Neng Shares is significantly undervalued.