Smart grids will create new markets for energy and IT

According to the investment plan determined by the State Grid, the total investment in the smart grid will exceed 4 trillion yuan in the next 10 years. The investment funds of the State Grid will drive 10 times and even 100 times more funds to follow up. CCID Consulting reported that as the most technologically innovative market in the next few decades, the smart grid will be as strong as the Internet in the year 2000 or so in terms of new application models and profit models. The construction of the smart grid will become a strategic opportunity for the Chinese economy to promote the transformation of the domestic demand system. At least it will drive the innovation and development of nearly 100 industries in the upstream and downstream sectors.

New energy and smart grid technology integration With the depletion of fossil energy and its increasing impact on the climate, primary energy will be based on renewable energy, and terminal energy will gradually be dominated by electricity. Increasing energy efficiency and the use of renewable energy and reducing greenhouse gas emissions are inevitable trends in the future development of the power grid. The power grid will become the main body of energy production, distribution and utilization, and the energy system will be highly integrated with the power grid. The European natural gas pipeline network is well developed and wind energy resources are convenient. We have vigorously developed distributed generation as the main renewable energy access method in the smart grid. China's wind energy and solar energy resources are relatively concentrated and are mainly distributed in the remote areas of the power grid. Therefore, large-capacity, long-distance renewable energy transmission should be developed, and comprehensive consideration should be given to transmission methods such as water, fire, water and wind, and water-light integration, and energy storage should be strengthened. Technology research and application.

The development goal of the smart grid is to build a modern, energy-saving, environmentally-friendly, highly-efficient, reliable, and stable power grid. One of its core tasks is to address the access and effective deployment of various new energy generation in distributed energy sources, as well as safe, reliable, and stable operation. problem. Smart grids that can integrate distributed renewable energy are in line with the national energy strategy and are one of the ways to reform energy layout.

Solving the problem of integration of smart grids and distributed energy sources is a challenge to the power industry in the world. This is because a series of unsolved problems such as instability of wind energy, solar photovoltaic and other renewable new energy generation, poor operability, poor access to grid technology, and influencing the harmonic management of power grids are of great concern to the countries of the world. Premier Wen Jiabao said in his "Government Work Report" this year that it will vigorously develop low-carbon technologies, promote efficient energy-saving technologies, actively develop new and renewable energy sources, and strengthen smart grid construction. This is the first time that the issue of smart grid construction has emerged in the government work report. It reflects our government's far-sighted and in-depth thinking on the energy development strategy.

Driving the development of IT industry 2009 to 2010 is the pilot phase of China's smart grid planning. At present, the smart grid industry structure has taken shape and the main investment body of the industry is still the electric power company dominated by the State Grid Corporation. All kinds of power equipment, communications equipment, IT hardware and software equipment companies will form a huge industrial cluster, national and local governments. It will serve as a guide for industrial development and maintainer of the industrial operation order and promote the healthy and orderly development of the industry. With the gradual progress of smart grid construction, products at all levels will gradually be clear, and will form intelligent power facilities and equipment, power automation, power informatization, power communication, smart grid operation and value-added business services, and smart appliances and terminal manufacturing. Industrial field.

During the “Twelfth Five-Year Plan” period, China will accelerate the construction of UHV power grids and distribution networks for urban and rural areas, and initially form a smart grid operation control and interactive service system. Key technologies and equipment will achieve major breakthroughs and applications, and smart grid construction will enter full-scale construction. At this stage, the national investment is expected to be nearly 2 trillion yuan. As a revolutionary new technology application movement in power grid development, smart grids will generate many investment opportunities, and a large number of new applications and profit models will emerge. The Institute of Industrial Intelligence of Taiwan’s Industry Policy Council estimates that by 2015, the global smart grid market will reach US$190 billion. In addition to the market share of about 50% of sensors and controller components, the second is information hardware and software equipment. The power generation system, which mainly includes “grid management at power transmission and distribution ends, power grid automation management, and meter management”, accounts for approximately 25% of the market; related network communications equipment needs account for 15% of the total market output; and smart meter market will account for 10%.

Of course, the smart grid can also greatly advance the technological innovation and application of power and related industries, and promote the management and service upgrade of the power industry. This will effectively enhance China’s technological leadership in power transmission and transformation and other fields, and increase China’s ability to participate in international competition in power grid technology. Taking smart meters as an example, global shipments are expected to grow from just a few million in 2008 to about 50 million in 2014, with a compound annual growth rate (CAGR) of 48%. Electric vehicles are another beneficiary of smart grid development. Zhu Changlin, general manager of Beijing Electric Power Company, believes that by 2020, driven by smart grid-related technologies, China’s electric vehicle fleet will reach 30 million vehicles. According to the calculation of 50,000 yuan per vehicle, it will bring at least 15 trillion yuan in economic returns.

According to the current situation, it is possible to predict the impact of the smart grid on technology: In the future, bidirectional real-time communications, open platform/modular services will be implemented; system integration will also be an important trend, and renewable, plug-in hybrid vehicles (PHEVs) are expected. And home automation will be integrated into the smart grid system.

CCID Consulting predicts that in order to transform the smart grid, the transformation of network communication infrastructure will cost nearly RMB 1 trillion, including computers, sensors and network systems. This is a huge new market for IT companies.

In my opinion, a radical change in the energy structure will take 50 years, and technology reserves will take at least 30 years. - 30 years after Wang Congsheng, a special expert of the China Electric Power Engineering Consulting Group and director of the Ministry of Science and Technology Information, China's smart grid planning and construction will achieve an output value of 40 trillion yuan. —— Xiao Liye, director of the Institute of Electrical Engineering of China Electric Power Academy, estimated that in the next 5 to 10 years, China’s smart grid will take the lead in the world. As long as the country attaches importance to it, investment will immediately follow suit. This is determined by our institutional mechanism.