To achieve the goal of carbon peaking and carbon neutrality, energy is the main battlefield and electricity is the main force.
With the construction of new energy in full swing, the construction of new power systems is urgent.
Author | Fang Wen
Image Source | Network
The core of dual carbon is energy transformation
Data shows that energy combustion is the main source of carbon dioxide emissions in China, accounting for about 88% of total carbon dioxide emissions, and the electricity industry accounts for about 41% of energy industry emissions.
So emission reduction in the power industry is of utmost importance.
At present, developing new energy is the core means of reducing emissions in China’s power industry.
However, it should be noted that the proportion of new energy generation in China has exceeded 40% of the total generation, while the proportion of new energy electricity connected to the grid is only 20%.
After the formation of a truly new type of power system in the future, digitization is needed to take the lead. So now our first priority is Digital transformation.
Urgent Construction of New Power Systems under New Energy
Under the “dual carbon” goal, the power industry is changing its high carbon energy power structure, mainly based on coal, towards a low-carbon energy structure dominated by clean energy such as wind power and photovoltaic power generation.
New energy generation has characteristics such as randomness, volatility, and intermittency. After large-scale development and grid connection, it will affect the balance regulation of the existing power system and the stable operation of the power grid.
The power system will play an important role in the dual carbon transformation, mainly reflected in the increase in the proportion of electricity to terminal energy consumption and the construction of new power systems.
The “14th Five Year Plan for Modern Energy System” proposes that by 2025, the proportion of non fossil energy generation will reach around 39%, and the proportion of electricity to terminal energy consumption will reach around 30%. In the future, more electricity users and ports will be connected.
In the new power system with wind power and photovoltaic as the main power generation methods, the spatiotemporal mismatch problem will lead to an imbalance between supply and demand on the power generation and consumption sides.
The operation of the new power system will also shift from the source load real-time balance mode of “source follows load” and the integrated operation control mode of the large power grid to the incomplete source load real-time balance mode of “source network load storage collaborative interaction” and the control mode of collaborative operation of the large power grid and microgrid.
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 process of transforming power enterprises into comprehensive energy services, utilizing digital technology applications for data mining can better integrate dispersed energy and differentiated needs.
Promote the efficient integration of energy flow, information flow and data flow, and the interconnection between different energy categories, so as to promote the transformation of energy supply from [flat] single energy supply to [three-dimensional] comprehensive energy supply.
China’s electricity marketization is gradually opening up, and the market may drive the development of new energy after the subsidy is refunded.
According to data, in 2021, the trading volume of China’s electricity market was 3778.7 billion kilowatt hours, accounting for 45.5% of the total electricity consumption in society.
The market size of China’s power digital core software and services in 2021 was 41.4 billion yuan, with a compound growth rate of 19.3% from 2021 to 2025. It is expected that the market size will reach 83.9 billion yuan by 2025.
Three development stages of Digital transformation in the power industry
Phase 1: Data connectivity
Taking State Grid of China as an example, its business departments are vertically managed, with marketing, scheduling, customer service and other business departments managing their own data centers. There are business barriers between each other, but the most difficult aspect of data integration is breaking down business barriers.
Phase 2: Data Operations
As data becomes a factor of production, massive electricity consumption data, equipment data, etc. in the power industry can be transformed into data assets.
Phase 3: Digitalization driven
The new power system needs to establish a powerful digital platform in terms of information collection perception, computing power support, automation control, and intelligent operation to support the operation and management of the new power system, in order to ensure that the new power system can face challenges and operate, manage, and control reliably.
End: This year should be the first year of Digital transformation in the power industry
Although many electric power enterprises have been engaged in Digital transformation before, they are basically tentative explorations at the technical level, and few enterprises have really achieved effective transformation success.
From the end of 2021 to the present, the “14th Five Year Plan” of the power industry has been released one by one, and the words of industry, industry, data, platform, ecology, partners and other related Digital transformation have been fully reflected.
The Digital transformation of the power industry is promoted and implemented in the form of enterprise strategic development planning, from the technical level to the strategic level such as organizational guarantee, business form, operation mode and thinking concept.
From a certain point of view, the Digital transformation of the power industry has the source power of strategic development goals driven by business factors, which marks the official opening of a new round of Digital transformation and upgrading construction of the power industry.
Partial references: “2022 China Power Industry Digitalization Research Report”, Jia Zi Guangnian: “Power Digitalization Reform, Big B is not a Product Logic”, Northeast Securities: “High Prosperity of New Energy Drives 300 Billion Investment Space”