
一家从电力系统出发,走到资本结构深水区的资产研究机构
January 15, 20261️⃣ 核心资产与稀缺性 问:非公开渠道挑选关键电力节点,如何挑?有多稀缺? 答: 我们通过多年深耕北美能源体系的机构网络,接触顶级基金及已验证标的。JD-CEI 是我们独创的算力...January 15, 2026价值定位 深耕北美电力与算力基础设施多年,通晓项目接入、总包选型、补贴申请、认证标准全流程。 拥有国内政府关系和供应链渠道,可精准甄别真正可落地的大型项目。 识别与筛选稀缺项目,避免...January 14, 2026边界,才是长期信任的来源 一、我们不做“概念套利” 不靠 AI / 电力 / 新能源热词拉估值 不用 PPT 替代并网文件不把“可能性”当“确定性”卖如果一个项目:没并网、没合同、没...January 14, 2026北极星计划 · 图解式结构说明 ——我们如何把电力与算力,转化为可配置现金流 一、整体结构一句话版 北极星计划 = 实体电力 / 储能 / 负载资产 + 金融结构(SPV /...January 14, 2026——这是一个正在被市场低估的硬约束 一、AI 的所有故事,最终都要服从物理世界 资本市场习惯于把 AI 理解为: 算法进步 模型规模 芯片性能 算力密度 但这些变...January 14, 2026一、我们从电力系统内部走来,而不是从概念开始 加鼎资本的研究起点,并非资本市场,而是电力系统本身。 核心团队成员早期长期任职于电规总院和电力设计院,直接参与发电、输配电与并网工程的规划与...
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