The hottest new diamond mine for smart grid techno

2022-10-16
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Smart electricity, the new diamond mine of technology-based enterprises. The essence of smart electricity is energy substitution, compatible utilization and interactive economy. It is the integration of the most advanced industries such as communication, it, energy, new materials and sensors. It is also the synthesis of distribution technology, network technology, communication technology, sensor technology, power electronics technology and energy storage technology, which has a direct comprehensive effect on promoting the new technological revolution

according to the analysis of the preliminary national power planning, the investment plan for the full completion of smart power by 2020 is about 200billion yuan. Through the narrow concept of smart electricity, we should see the market opportunities and investment capacity derived from this market at a deeper level. We believe that smart power planning will effectively stimulate sub industries such as smart meters, digital substations, system integration and metering systems in the short term, but it is the new energy industry that is constantly controversial in the development process that really benefits from the consolidation of industrial status. The determination of the smart power plan will thoroughly determine the strategic route of China's resolute development of the new energy industry. Therefore, we believe that the market will eventually find and tap value investment opportunities with outstanding growth in the tide of smart power construction

on May 21, the 2009 International Conference on ultra high voltage transmission technology (uhv2009) was grandly opened in Beijing. At this meeting, Guodian proposed for the first time to accelerate the construction of a unified strong intelligent power with UHV as the backbone, the coordinated development of power at all levels, and the characteristics of informatization, digitization, automation and interaction. On May 24, State Grid Corporation of China announced the development plan of smart electricity for the first time in Beijing. First of all, it has a group of customers who have been using it for a long time, and preliminarily disclosed the construction schedule. The development of smart electricity in China will be gradually promoted in three stages, and a unified and strong smart electricity can be built in 2020

in his keynote speech entitled "vigorously developing UHV technology and promoting the innovation and reform of energy utilization", Liu Zhenya, general manager of State Grid Corporation of China, made the following explanation on the first proposed smart electricity: actively developing smart electricity has become a new trend in the development of power in the world. Smart electricity should first be a strong electricity. Being strong is the foundation of smart electricity, and intelligence is the key for strong electricity to give full play to its role. The two complement each other, coordinate and unify. He said that in combination with the basic national conditions and UHV practice, the Chinese company has established the development goal of accelerating the construction of strong smart electricity, that is, accelerating the construction of a unified strong smart electricity with UHV as the backbone, the coordinated development of electricity at all levels, and the characteristics of informatization, digitization, automation and interaction. He revealed that in order to achieve this goal, the Chinese company will, in accordance with the principles of overall planning, unified standards, pilot first and overall promotion, speed up the construction of UHV backbone frame composed of 1000 kV AC and plus or minus 800 kV, plus or minus 1000 kV DC, and realize the coordinated development of electricity at all levels. At the same time, it will focus on the main links and information construction of power generation, transmission, transformation, distribution, power consumption, dispatching, etc, Promote the development of strong smart electricity by stages

comparison of differences and current situation of technological modes of smart electricity between China and the United States

1) the development of smart electricity in the United States focuses on the distribution and consumption side, promotes the development of renewable energy, and pays attention to the innovation of business models and the improvement of user services. China's smart electricity will include six links of power generation, transmission, transformation, distribution, power consumption and dispatching of the power system, with the characteristics of intelligent technology of informatization, digitization, automation and interaction

2) the four twin brothers of smart electricity in the United States are: high temperature superconductivity, power energy storage technology, renewable energy and distributed system integration (rdsi) and the realization of transmission reliability and safety control system. The essence of this power development strategy is to develop and transform into the next generation of power system. The core of its strategy is to break through smart electricity first, and then build renewable energy and distributed system integration (rdsi) and power energy storage technology, Finally, integrate and develop high-temperature superconductivity

3) the situation in China is that the State Grid Corporation of China is currently promoting the development strategy of "one special power and four major power", that is, relying on large energy bases, building ultra-high voltage power composed of 1000 kV AC and 800 kV DC, forming power highways, promoting the intensive development of large coal-fired power, large hydropower, large nuclear power and large renewable energy bases, and realizing the optimal allocation of resources nationwide. At the same time, based on the strong electricity with UHV as the backbone and the coordinated development of electricity at all levels, we will develop independent innovation and internationally leading strong intelligent electricity characterized by informatization, digitization, automation and interaction. The core of this strategy is still the modernization of electricity based on the construction of ultra-high voltage electricity by relying on the centralized national system. Its power central system still does not get rid of large coal-fired power and large hydropower, so as to achieve the unified goal of 719 industry standard plan projects of the electricity skeleton throughout the year

4) although they are all smart electricity concepts, there are still obvious differences between China and the United States in the long-term goals and practical technical means of developing information-based smart electricity. In view of the principle of building China's large power system, smart electricity will become a comprehensive system engineering that optimizes the energy structure (good renewable energy absorption capacity), fully releases the high-efficiency and low-consumption power transmission capacity, and improves the interaction of power demand at the user end

new energy and power automation

will benefit first

according to Professor Wu Jiandong, the essence of interactive electricity is energy substitution, compatible utilization and interactive economy. Technically speaking, interactive electricity should be the integration of the most advanced industries such as communication, it, energy, new materials and sensors. It is also the synthesis of distribution technology, network technology, communication technology, sensor technology, power electronics technology and energy storage technology, which has a direct comprehensive effect on promoting the new technological revolution

according to the analysis of the preliminary national power planning, the investment plan for the full completion of smart power by 2020 is about 200billion yuan. Based on our understanding and understanding of the development of Chinese style smart power, the planned 200billion yuan will be concentrated on the incremental investment in the power distribution side power management software system and system construction. We have vividly described the technical elements of smart power, such as the optimization of large parameter and high-efficiency traditional power supply, the gradual formation of UHV and UHV power architecture, the integration of clean power such as new energy (wind power, solar energy and nuclear power), the transformation of information and digital distribution networks and user-side equipment And the application field of clean energy (the application of saving electricity and new energy vehicles) are all indispensable links in the construction of smart electricity, which can be called the complete concept of building smart electricity in an all-round way

in addition, the development of smart electricity will derive emerging technologies and promote the evolution of emerging industries. Recently, the national policy level has repeatedly called for the development of new energy industry to become an important strategic industry in the future. We believe that new energy, as an important new economic engine, not only plays a leading role in leading the economy out of the downturn, It is also an important participant based on strategic industries and taking advantage of the crisis to occupy the strategic highland of the world energy pattern. For example, the growth of a series of emerging industries such as carbon fiber composite conductor (ACCC), power and communication coaxial cable on the power side, and new energy vehicle charging stations, which have developed rapidly and have been put into operation recently, will become more and more obvious

therefore, through the narrow concept of smart electricity, we should see the market opportunities and investment capacity derived from this market at a deeper level. Although it is impossible to accurately calculate the specific market size, we believe that the technological revolution of smart electricity will lead the market and glow with waves of industrial and financial investment

we believe that smart power planning will effectively stimulate sub industries such as smart meters, digital substations, system integration and metering systems in the short term, but what really benefits from the consolidation of industrial status is the controversial new energy field in the process of consolidation, such as the wind power industry with strong capacity volatility and the solar power industry with less cost-benefit ratio, And the new energy vehicle industry whose development trend is subject to cost and technology. The determination of the smart power plan will thoroughly determine the strategic route of China's resolute development of the new energy industry. Therefore, we believe that the market will eventually look for and tap value investment opportunities with outstanding growth in the tide of smart electricity construction, which will also bring different experiences to users

risk tip: smart electricity, as a PU material, is most commonly seen in the future development direction of foam state electricity. After all, there is a considerable time lag between its long-term planning and the current benefits of the industry and company. In the short term, it will bring good trading investment opportunities to the power equipment sector, but it should still timely control the market risks under the insufficient performance support and conceptual hype

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