The core of [Double Carbon] is energy transition
Data show that energy combustion is the main source of carbon dioxide emissions in my country, accounting for about 88% of total carbon dioxide emissions, and power industry emissions account for about 41% of energy industry emissions.
Therefore, emission reduction in the power industry is a top priority.
At present, the development of new energy is the core means of reducing emissions in my country’s power industry.
However, it should be noted that the proportion of my country’s new energy power generation has exceeded 40% of the total power generation, while the proportion of new energy electricity entering the grid is only 20%.
After the formation of a real new power system in the future, it needs to be dominated by digitalization. So now our first priority is digital transformation.
The construction of new power system under new energy is imminent
Under the [Double Carbon] goal, the power industry is changing the high-carbon energy power structure dominated by coal to a low-carbon energy structure dominated by clean energy such as wind power and photovoltaic power generation.
New energy power generation has the characteristics of randomness, volatility, and intermittency. Large-scale development and grid connection will affect the balance adjustment of the existing power system and the stable operation of the grid.
The power system will play an important role in the [double-carbon] transformation, which is mainly reflected in the increase in the proportion of electric energy to end-use energy and the construction of new power systems.
The “14th Five-Year” Modern Energy System Plan proposes that by 2025, the proportion of non-fossil energy power generation will reach about 39%, and the proportion of electric energy in terminal energy consumption will reach about 30%. There will be more power users and ports in the future access.
In the new power system with wind power and photovoltaics as the main power generation methods, the problem of space-time mismatch will lead to the imbalance between supply and demand on the power generation and power consumption sides.
The operation of the new power system will also change from the real-time source-load balance mode of [source follows the load] and the integrated operation control mode of the large power grid to the incomplete source-load real-time balance mode of [source-grid-load-storage collaborative interaction], large power grid and micro power grid. Transformation of control mode for grid coordinated operation.
In this case, digital empowerment will become a prominent feature of the new power system, and the digital grid is the best form to carry the new power system.
In the transformation process of electric power enterprises to comprehensive energy services, data mining with the help of digital technology applications can better integrate decentralized energy and differentiated demands.
Promote efficient integration of energy flow, information flow, and data flow, interconnection and interoperability between different energy categories, and promote energy conversion from [planar] single energy supply to [three-dimensional] comprehensive energy supply.
my country’s electricity marketization is gradually liberalized, and the market may promote the development of new energy after the subsidy is refunded.
According to the data, in 2021, China’s electricity market transactions will be 3,778.7 billion kwh, accounting for 45.5% of the electricity consumption of the whole society.
In 2021, the market size of China’s electric power digital core software and services will be 41.4 billion yuan, and the compound growth rate from 2021 to 2025 will be 19.3%. The market size is expected to reach 83.9 billion yuan in 2025.
Three development stages of digital transformation in the power industry
The first stage: data penetration
Taking State Grid as an example, its business departments are managed vertically. Marketing, scheduling, customer service and other business departments each manage their own data centers. There are business barriers between them, but the most difficult thing to connect data is to break the business barriers. .
Phase Two: Data Operations
As data becomes factors of production, such as massive power consumption data and equipment data in the power industry can be transformed into data assets.
The third stage: digital drive
The new power system needs to establish a powerful digital platform to support the operation and management of the new power system in terms of information collection and perception, computing power support, automatic control and intelligent operation, so as to ensure that the new power system can face challenges and operate reliably , management and control.
Conclusion: This year should be the first year of digital transformation in the power industry
Although many electric power companies have been engaged in digital transformation before, they are basically tentative explorations at the technical level, and very few companies have truly achieved effective transformation.
From the end of 2021 to the present, the “14th Five-Year Plan” of the power industry has been released one after another, and words related to digital transformation such as industry, industry, data, platform, ecology, and partners are all present in it.
The digital transformation of the power industry is promoted and implemented in the form of corporate strategic development planning, rising from the technical level to the strategic level of organizational guarantee, business form, operation mode, and thinking concepts.
From a certain point of view, the digital transformation of the power industry has the source of strategic development goals driven by business elements, which marks the official opening of a new round of digital transformation and upgrading in the power industry.