The Politburo meeting released positive signals and set the tone for the development of new energy in 2022. According to the financial Associated Press, on the afternoon of January 24, the Political Bureau of the CPC Central Committee conducted the 36th collective study on striving to achieve the “double carbon” goal. *** We should promote the deep integration of energy technology with modern information, new materials and advanced manufacturing technology, and explore new modes of energy production and consumption; We should accelerate the development of new energy sources with economies of scale, such as wind energy, Cecep Solar Energy Co.Ltd(000591) , biomass energy, geothermal energy, marine energy and hydrogen energy.
Power grid: coordination and interaction between source network, load and storage, and application of big cloud mobile intelligence chain. A total of 24.7 billion yuan has been invested in the construction of the national “digital power grid” and the “digital power grid” in 2020. “Digital new infrastructure” involves a variety of digital and intelligent technologies, including not only widely used technologies such as big data and cloud computing, but also technologies with less application but great potential such as 5g, blockchain and digital twin.
Virtual power plant: “communication” and “aggregation” as the core. Through edge intelligence and Internet of things technology, virtual power plant aggregates, coordinates and optimizes the distributed energy supply of distributed power generation, controllable load, energy storage, electric vehicle, etc. scattered in the power grid. As a special power plant, it participates in the power market and power grid operation as a power supply coordination management system. Power generation enterprises, power grid companies and power users benefit from it. Power generation enterprises can improve the utilization efficiency of existing units; The power grid company can improve the safe and stable operation level of the power grid; Provide convenient technical means, market-oriented participation channels and sustainable business models for power users. The development of virtual power plant is relatively mature in European and American developed countries, and there are some small-scale demonstration projects for reference in European and American countries.
Digital twin: provide online analysis solutions. Digital twin is the digital model of physical object in computer. China power grid will become a strong coupling and high volatility power grid in the future, facing unprecedented complexity and security risks. Traditional mechanism models and optimal control methods have been difficult to meet the requirements of power grid planning, monitoring or operation. It is urgent to develop a new generation of online analysis tools. Digital twin provides convenient, fast and effective solutions in state analysis, evaluation and prediction, fault analysis, diagnosis and prediction. Digital twin has been applied in China’s power grid.
Artificial intelligence: empowering all links of the power grid. Artificial intelligence is an intelligent way to realize the traditional logical thinking and analysis, relying on the core technologies such as machine learning and neural network, combined with the powerful computing power of computer. Artificial intelligence is widely used in health operation and maintenance, simulation optimization and intelligent scheduling. In the field of power inspection, the use of artificial intelligence technologies such as image recognition and voice recognition can greatly improve the efficiency and accuracy of inspection.
Investment suggestion: in the context of “steady growth”, in line with the great development of new energy, power grid investment ushers in a golden window period. The new power infrastructure will be steadily promoted during the 14th Five Year Plan period, and the digital transformation of power grid will also deeply embrace new technologies and models. After the in-depth adjustment before the Spring Festival, we expect the restless market in spring to open soon. At present, the overall valuation of the electrical equipment sector is about 30 times, which is located in a historically low position and has a certain configuration value. It is recommended that State Grid Information&Communication Co.Ltd(600131) (600131. SH) and Nari Technology Co.Ltd(600406) (600406. SH) under the State Grid, which have obvious barriers in the field of information automation.
Risk warning: the risk of aggravation of covid-19 and other epidemic situations; The risk of declining power demand or insufficient consumption capacity of new energy power generation; The risk that the shortage of resource products or parts leads to the sharp rise in the price of raw materials and the difficulty of enterprise operation; The risk that the product price will continue to decline due to the intensification of competition; Policy risks caused by the deterioration of overseas trade environment.
