Bidding Substantially Increases, AI Accelerates the Large-Scale Development of Virtual Power Plants: A Review of the VPP Industrial Chain and Concept Stocks

English summary

### Bidding Substantially Increases, AI Accelerates the Large-Scale Development of Virtual Power Plants: A Review of the VPP Industrial Chain and Concept Stocks Time: 2026-08-01 08:48:02 Content: From January to July 2026, 49 virtual power plant projects were publicly awarded across the country, and 8 were still under bidding, both showing substantial year-on-year growth. An even bigger change is project scale: single-project investment has jumped from millions of yuan to hundreds of millions. The Hefei Xinzhan District project is about 167 million yuan, and the Bengbu Huaishang District project is nearly 497 million yuan; the proportion of large-value projects increased by more than 60% year-on-year. Driven by the dual forces of energy transformation and digitalization, virtual power plants, as a key component of the new power system, are gradually moving from theory to practice, from "demonstration projects" to a new stage of large-scale profitability. The deep integration of AI technology not only reshapes the profit logic of virtual power plants but also drives the upgrading and transformation of the entire industrial chain. ...