In the context of dual carbon, clean energy is a major trend, and grid investment is highly certain. Low-carbon development is the main direction of global transformation, and countries have clear goals. my country’s “dual carbon” goal has been repeatedly emphasized in many important national conferences and documents. During the “Thirteenth Five-Year Plan” period, my country’s new energy has increased by 360 million kilowatts, with an average annual growth rate of more than 70 million kilowatts, which is 2.5 times that of the “Twelfth Five-Year Plan”. In this context, both State Grid and China Southern Power Grid have increased their power grid investment plans during the “14th Five-Year Plan” period: State Grid plans to invest 350 billion US dollars (about 2.23 trillion yuan); China Southern Power Grid plans to invest 670 billion yuan, which is more than ten years. Three to five increased by 51%.
Power IT is the focus of power grid investment and has broad prospects. Digitization and intelligence will improve the overall efficiency and security of the energy system, which is the focus of grid investment. From 2009 to 2020, the proportion of intelligent investment in State Grid planning in the total investment in State Grid has continued to increase, and the proportions in the three stages are 6.2%, 11.7% and 12.5% respectively. Intelligent digitalization is also one of the main directions of China Southern Power Grid’s 670 billion investment. China Southern Power Grid plans to fully build a digital power grid in 2025. China Southern Power Grid will promote the upgrade of intelligent power transmission, distribution, and power consumption, such as unmanned patrol, intelligent power distribution station area, multi-station integrated substations (up to 100 in 2025), etc. By 2025, 35kV and above lines will be realized Full coverage of UAV intelligent inspection.
All aspects of power IT will benefit: (1) Power generation side: As solar energy, wind energy and other renewable energy sources gradually become the main force, wind power, photovoltaic power station construction infrastructure software, design software, operation management software, power forecasting, intelligent grid connection and other needs It is expected to be released quickly; (2) Transmission, transformation and distribution side: On the one hand, as the proportion of electricity in social terminal energy consumption continues to increase, the construction of transmission and distribution networks represented by UHV power grids will increase, and relevant hardware and software requirements will increase. On the other hand, after the introduction of distributed power generation, distributed power generation and microgrid will become a powerful supplement to the existing energy supply system, and the scheduling pressure of the power grid will increase, requiring a more intelligent power grid scheduling and management system; (3) Electricity side: On the one hand, the proportion of electric energy in terminal energy consumption continues to increase, and the demand for electric service core systems, electric energy acquisition core systems, market and sales analysis software, and electric power big data systems will increase; , with the deepening of the “time-of-use electricity price” policy, the demand for smart power consumption and services for B-end and C-end users’ energy-saving and power-saving needs will increase; at the same time, due to the generation of distributed power generation, new types of electricity transactions between microgrids will be required. In addition, with the emergence of emerging power terminals such as electric vehicles, the application scenarios of power continue to increase, and the demand for terminal power operation services (charging, operation, and charging) is expected to increase.
Power-side reform may become the focus of new power system construction. We believe that the power-side reform in the next stage may become the focus of power system reform. By promoting the marketization, digitization, and scenario-based demands of the power-use side, it will force the construction of smart grids, so as to meet the higher demand brought by the new energy on the power generation side. more complex requirements.
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