State Grid Information&Communication Co.Ltd(600131) on the evening of December 29, it was announced that the company held a general meeting of shareholders on the same day, considered and approved the proposal to change some of the investment projects with raised funds, and planned to change the original "cloud computing infrastructure construction project" to "new power system - high-efficiency data transmission platform construction project". The project will be built in 15 provinces and cities including Beijing, Hebei, Tianjin and Shanghai. After the project is completed, it will mainly provide high-efficiency data transmission services based on new power system to meet the new needs of power digital construction.
Yang Shu, chairman of State Grid Information&Communication Co.Ltd(600131) said that China proposed to build a new power system with new energy as the main body, and emerging digital technologies such as "big cloud mobile intelligence chain" have played an increasingly prominent role in the energy field.
In the long run, the power system will show the development trend of marketization, low-carbon, decentralization and digitization. The "four modernizations" trend will guide the release of data value in all links of power energy production, equipment, transmission and distribution and terminal value chain, promote the optimization of production process, and make many digital based business models possible.
Facing the opportunities of new power system construction and energy digital development, State Grid Information&Communication Co.Ltd(600131) carries out key business layout in all links of new power system and source network load storage. On the power grid side, fully support the "one body and four wings" development layout of the State Grid Corporation of China, create advanced business products and services in the fields of new digital infrastructure, power grid production digitization, power grid customer service digitization and power grid operation digitization, and provide digital solutions for the construction of new power systems of power grid enterprises.
On the power side, relying on the rich operation experience accumulated by the hydropower enterprises invested by the company, the company provides digital transformation services for small hydropower, wind power, photovoltaic and other new energy power generation enterprises in the way of establishing centralized control center, vigorously promotes and supports new energy grid connection, and effectively improves the operation efficiency of enterprises.
On the load side, with the continuous diversification and decentralization of power consumption mode, there will be a large demand for digital services related to energy management. The company will actively carry out energy storage cloud, demand side response, dual carbon digitization and other energy digital solutions, and carry out accurate business layout in combination with industry needs.
Yang Shu said that on the whole, State Grid Information&Communication Co.Ltd(600131) the construction and operation of various projects not only respond to the national "double carbon" policy, but also meet the overall development needs of the new power system, but also an important strategic measure for the company to build the cloud network integration business layout.
State Grid Information&Communication Co.Ltd(600131) said that in the future, the company will take the national "double carbon" strategy and the construction of new power system as an opportunity, focus on supporting the digital transformation of power energy, and aim to become China's leading cloud network integration technology product provider and operation service provider in the field of energy Internet, Focus on the power grid market under the construction of a new power system and the upstream and downstream markets of the energy industry chain extended by electricity, expand and strengthen the three business segments of power digital service, enterprise digital service and cloud infrastructure, consolidate the traditional advantageous businesses such as power grid operation and management, customer service and enterprise platform, and accelerate the intelligent upgrading of distribution network, virtual power plant, energy trading Focus on business layout in the fields of dual carbon digitization and cloud infrastructure, form a cloud integration industry layout with "digital base + energy application" as the core positioning, and promote the company's high-level, high-quality and high-efficiency development.
(China Securities Journal · China Securities Network)
