driven by the goal of carbon neutralization and carbon peak, intellectualization and low-carbon will become two deterministic development trends in the next three or four decades. Intellectualization requires digital technology, while low-carbon is inseparable from electronic power technology. The global energy industry is moving from resource dependence to technology driven. Therefore, a trillion level industrial market integrating digital technology and electronic power technology - digital energy industry came into being
Securities Times · e company recently learned from various investigations that at present, players from all walks of life are accelerating their entry into the digital energy industry, which has become a common trend in the industry. On the one hand, technology-based enterprises represented by Huawei, Zte Corporation(000063) , Foxconn Industrial Internet Co.Ltd(601138) and others have entered the digital energy field through the establishment of independent departments or subsidiaries. On the other hand, traditional energy enterprises have successively established digital companies to speed up the digital transformation of energy. In addition, the development plans of digital energy industry in various places, including Inner Mongolia and Shenzhen, have been released one after another.
Enterprise survey data show that in 2021, China added 56700 enterprises related to digital energy, photovoltaic, new energy and energy management system, with a year-on-year increase of 154.93%. Among them, 93 existing enterprises with digital energy in their new enterprise names, 8.45 times that in 2020.
what is digital energy? What is the current situation of the industry? Which enterprises are expected to be the first to share this trillion large-scale cake? Our reporter found a trace of answers through dialogue with Huawei, Zte Corporation(000063) and other industry executives
global energy is entering the digital energy era
Since last year, Huawei has made frequent moves in the field of digital energy. In June 2021, Huawei invested 3 billion yuan to establish Huawei Digital Energy Technology Co., Ltd; In October 2021, Huawei established five major groups: Coal Mine corps, intelligent photovoltaic corps and data center energy Corps; Recently, Huawei issued another document appointing 10 heads of the preparatory corps, involving park network, data center network, data center base, station and module power supply, airport track, power digital services and other fields.
as a typical representative of Chinese science and technology enterprises, Huawei's every move often has the significance of a wind vane, and Huawei's efforts in digital energy are no exception
In Huawei's words, more than 30 years ago, Huawei deployed telephones to every family, enriching people's communication and life; More than a decade ago, Huawei connected the network to every corner and jointly connected the world; Today and in the future, Huawei is accelerating the development of digital energy and is committed to bridging the energy gap and building a low-carbon intelligent society. Huawei digital energy carries Huawei's dream of taking off again.
Why does the digital energy business hope to promote Huawei to take off again? Recently, Hou Jinlong, senior vice president of Huawei and President of Huawei Digital Energy Technology Co., Ltd., elaborated on the logic of the birth of the digital energy industry.
Hou Jinlong said that fossil energy such as coal, oil and natural gas is limited and cannot achieve sustainable development, and is the source of current extreme climate, environmental pollution and other problems. The development of clean energy driven by technology is changing the difficulties faced by mankind and will also bring new kinetic energy to world economic growth and sustainable development. Global energy is entering the digital energy era.
"Carbon neutralization has reached the broadest consensus in the world. More than 140 countries and regions have announced the goal of carbon neutralization. In the next three or four decades, there will be two 'deterministic' trends: intelligence and low-carbon. Intelligence requires digital technology. Low-carbon is inseparable from power electronics technology, and the global energy industry is moving from resource dependence to technology driven." Hou Jinlong said.
Zte Corporation(000063) executives also see this energy development trend.
\u3000\u3000 " energy has become the main lifeline of the current global economic development, and the dependence on traditional fossil energy has become the main problem of the current energy development. The essence of carbon neutrality is to promote the transformation of energy development, and the energy structure will be transformed into low-carbon, electrified and digital. The proportion of new energy power generation will increase significantly, and it will become the main body of power supply in the future; the proportion of electric energy in energy consumption will also maintain a sustained growth; energy Digitization is to further get rid of dependence on fossil energy through technological development " Zte Corporation(000063) senior vice president and general manager of digital energy products business department Yu Yifang told the securities times.
Huawei also gives an official definition of digital energy. The traditional energy industry only pays attention to the watt flow. The "generation transmission distribution storage use" nodes are isolated from each other and difficult to cooperate, resulting in low power production efficiency and energy efficiency. In addition, there are a large number of "dumb devices" in the whole link. Relying on manual maintenance, the operation and maintenance efficiency is low. The energy digitization can introduce digital technologies such as connection, AI, big data and IOT, integrate power electronic technology and digital technology innovation, add bit stream on the basis of watt stream, and use bit to manage Watt, so as to realize the interconnection, digitization and intelligent coordination of the whole link, and maximize power production efficiency, operation and maintenance efficiency and energy efficiency.
The vision of Huawei digital energy company is also based on the above logic: integrate digital technology and power electronics technology, develop clean energy and energy digitization, promote energy revolution and build a green and bright future.
industry accelerated capacity expansion
Led by the giant Huawei, the digital energy industry is accelerating capacity expansion.
Recently, Zte Corporation(000063) recently revealed that it has set up a digital energy business department to improve the business positioning of energy in the company, integrate existing products and capabilities such as power supply, energy storage, IDC and energy management, fully penetrate into the energy industry, and plan to complement the advantages of energy leading enterprises and jointly promote the digitization process of the whole industry.
According to the reporter, it, digital energy, smart home and other businesses are the second curve of business development that Zte Corporation(000063) is actively working on. At the same time, the company invested in server and storage, industrial digitization, digital energy and other fields last year.
Recently, the reporter learned that the company has been established and driven by the number and relevant figures have been released from the recent development of new energy. It is expected that relevant figures have been developed and have been driven by new energy.
More and more players are or have joined the digital energy team. Recently, Shandong Longertek Technology Co.Ltd(300594) revealed on the investor interaction platform that in order to better develop and layout precision air conditioning, cabinet temperature control and energy storage temperature control products in the fields of data center and energy storage system, the company has specially set up a digital energy division and a digital energy subsidiary. At present, it has completed the overall technical scheme design of data center temperature control and the research and development of series products, and put them into mass production, market development and sales, The company will increase resource investment, seize the development opportunity of "counting East and counting West" and better and quickly develop new digital energy business.
On March 1, Kale Environment Technology (Shanghai) Co.Ltd(301070) also announced that in order to further deepen the industry layout, promote and activate the vitality and creativity of relevant teams of the company and realize the strategic development objectives of the company, the company plans to jointly invest with Mr. Zhang dengji and Hainan Yingchu technology partnership (limited partnership) (tentative name) to establish Hertz digital energy technology (Shanghai) Co., Ltd. (tentative name). The registered capital of the subject company is 30 million yuan, of which the company contributes 22.5 million yuan with its own funds, accounting for 75% of the registered capital of the subject company.
enterprise survey data show that as of March 15, there were 1.1636 million existing enterprises (Note: enterprise name, brand products and business scope) related to "digital energy, photovoltaic, new energy and energy management system", of which 56700 were newly added in 2021, a year-on-year increase of 154.93%. In addition, there are 159 digital energy related enterprises whose names include digital energy, of which 93 will be added in 2021, which is 8.45 times that in 2020
With the increasing number of new entrants, a number of central energy enterprises such as state grid, China Southern Power Grid, China Petroleum & Chemical Corporation(600028) , national energy group, China Energy Engineering Corporation Limited(601868) , and state power investment have also established special digital companies to accelerate the digital transformation. In January, 2011, China Energy Engineering Corporation Limited(601868) listed company newly established China energy construction Digital Technology Co., Ltd.
In addition, since the beginning of this year, local governments' digital energy industry development plans have also been released one after another. In February this year, Longhua District of Shenzhen proposed to take the lead in building a leading demonstration area for integrated development of digital energy by 2025, and the scale of digital energy industry under its jurisdiction reached 20 billion yuan. In the same month, Inner Mongolia put forward a plan, which aims to increase the added value of digital energy economy in the autonomous region by more than 50 billion yuan by 2025.
is still in the exploratory stage, with fierce competition
It is worth mentioning that, as an emerging industry, the current development of digital energy is still in the exploratory period. All businesses are exploring business models suitable for their own development and effective and sustainable development paths. At the same time, due to the continuous influx of participants, the industry is uneven and the competition is fierce.
according to the global carbon emission path according to the statistics of authoritative institutions, China, the United States, the European Union, India and Russia account for 64% of the global carbon emissions, accounting for 28%, 14%, 10%, 7% and 5% respectively. In terms of industries, the global carbon emissions mainly come from power, industry, transportation and construction. In 2020, these industries accounted for 40%, 25%, 21% and 8% of the global total carbon emissions respectively
At the end of 2021, the Chinese Academy of communications and communications issued the white paper on digital carbon neutrality, which pointed out that digital technology can be deeply integrated with key carbon emission fields such as power, industry, construction and transportation, reduce energy and resource consumption, promote energy optimization, cost optimization, risk prediction and decision-making control of traditional industries, and achieve energy conservation, cost reduction, efficiency and quality improvement on the whole.
Based on the above situation, at present, the main development path of enterprises is to continuously expand digital energy business in the above-mentioned areas with high carbon emissions in combination with their own past industry accumulation.
For example, the current development strategy of Huawei's digital energy business is to give full play to Huawei's advantages in digital technology and power electronics technology, integrate watt technology, thermal technology, energy storage technology, cloud and AI technology, focus on clean power generation, energy digitization, green ICT energy infrastructure, transportation electrification, comprehensive intelligent energy and other fields, and make efforts in intelligent photovoltaic, data center energy, site energy Smart electric, smart charging, embedded power supply, integrated smart energy and other businesses promote the energy revolution.
\u3000\u3000 "The key path to achieving carbon neutrality is, first, to make the power generation side low-carbon and clean, and try to use clean energy to generate electricity. Second, to electrify the power consumption side, by turning our travel into electricity, and turning oil into electrical consumption, so as to reduce carbon emissions. Third, to improve the overall energy efficiency through digitization and intelligence in the future. This means clean power generation, digitization of traditional energy, green ICT energy infrastructure and green output It will become inevitable. " Liang Zhou, vice president and chief marketing official of Huawei digital energy, further explained the logic behind Huawei's digital energy business development strategy to the reporter of the securities times.
Zte Corporation(000063) digital energy products business department mainly includes three main businesses: communication energy business, data center energy and new energy business.
Yu Yi told reporters that with the deployment of 5g and the large-scale construction of data center, carbon emission has become a severe challenge for the current development of ICT industry. The energy consumption of communication operators is increasing year by year, and the high electricity expenditure will greatly erode the operating profits of operators. At the same time, under the general trend of global carbon neutrality, operators need to think about how to reduce the energy consumption and carbon emission of mobile stations in a new way, so as to make the green network a reality. As an indispensable infrastructure for base stations, communication energy is bound to develop towards extremely simplified architecture, intelligent management, green power consumption and networked operation in the future, so as to help operators improve network energy efficiency, save energy and reduce carbon.
It is understood that the data center is known as the "giant beast of energy consumption". How to reduce the energy consumption of the data center has always been the pursuit of the industry. According to the latest prediction of the Ministry of industry and information technology, by the end of 2023, the average annual growth rate of national data center rack scale will remain at about 20%.
In order to meet the challenges of backward construction mode, long construction cycle, high energy consumption, difficult operation and maintenance and low reliability of traditional data centers, Huawei has built a minimalist, green, intelligent and safe next-generation data center with the design concept of "modularization + intelligence" Zte Corporation(000063) has a similar business strategy in this field. It provides prefabricated full module data center, micro module data center, container data center and other solutions for global operators, Internet, finance and other government and enterprise customers.
"As the digital energy industry is still relatively new, everyone is exploring and uneven, and there is no lack of some inferior products or solutions in the market. In addition, due to the rapid change of technology and the accelerated transformation of new entrants and traditional energy enterprises, the industry competition is quite fierce." A digital energy industry source told reporters.
The reporter found that there is a wide gap in the registered capital of existing digital energy enterprises, such as Huawei digital energy company's registered capital of 3 billion yuan and less than 50000 yuan.
Huawei disclosed that Huawei digital energy currently has about 6000 employees, with R & D employees accounting for 60%. It has set up 12 R & D centers in China, Europe, Asia Pacific and other places, with more than 1600 patents (by the end of 2021). At present, Huawei's digital energy business shows a steady growth trend.
"Huawei digital energy company is a rare enterprise in the industry that has both digital technology and energy technology. Traditional energy enterprises understand energy but do not understand digital technology, and some digital enterprises understand digital technology but do not understand energy." Energy sources told reporters.
Qi Haizhen, President of Beijing Teyi sunshine new energy, said in an interview with the securities times that the development of digital energy industry will bring many changes to China's energy production and consumption structure transformation and adjustment, such as the greening and digitization of human society's production and life style, the change of people's travel and consumption service structure, which all need the digital economy to deeply empower the energy industry, Further, it will create more practical needs and new business forms and new business models under the development of Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) integration.
what are Huawei's A-share digital energy friends
The authoritative report shows that the new energy, new materials and new technologies developed around "carbon peak and carbon neutralization" will form a trillion level industrial market. At present, a number of listed companies have joined the digital energy track.
The reporter found that up to now, in addition to Huawei, Zte Corporation(000063) , Foxconn Industrial Internet Co.Ltd(601138) , Inspur Group, GuoXuan holding group and Shanxi state owned assets have established digital energy subsidiaries. In addition, East Group Co.Ltd(300376) , Beijing E-Hualu Information Technology Co.Ltd(300212) , Jiangsu Ankura Smart Transmission Engineering Technology Co.Ltd(300617) , China Yangtze Power Co.Ltd(600900) ., Kale Environment Technology (Shanghai) Co.Ltd(301070) , Yunding Technology Co.Ltd(000409) , Shandong Longertek Technology Co.Ltd(300594) , Shenzhen Increase Technology Co.Ltd(300713) , Shenzhen Kexin Communication Technologies Co.Ltd(300565) , Willfar Information Technology Co.Ltd(688100) , Shenzhen Invt Electric Co.Ltd(002334) ., CIMC Enrico, Longshine Technology Group Co.Ltd(300682) , Tianyu digital department More than 20 listed companies such as Shenzhen Jove Enterprise Limited(300814) , Jiangsu Linyang Energy Co.Ltd(601222) , Ronglian Group Ltd(002642) , Troy Information Technology Co.Ltd(300366) , Nissin technology, Sungrow Power Supply Co.Ltd(300274) , Contemporary Amperex Technology Co.Limited(300750) , Dhc Software Co.Ltd(002065) and many of them have commercial cooperation with Huawei's digital energy business.
According to the report of EU billion think tank, in 2020, the scale of power digital market will be 221 billion yuan, which is expected to reach 370 billion yuan in 2025, and the CAGR will be 10.8% from 2020 to 2025. Among them, around Huawei's layout, many listed companies have closely followed and built corresponding business lines to benchmark Huawei's digital energy business.
East Group Co.Ltd(300376) has been deeply engaged in the two fields of industrial digitization and smart energy for a long time. It is mainly engaged in smart power, data center and smart energy. At present, it has registered and established East Group Co.Ltd(300376) digital energy technology (Guangzhou) Co., Ltd. and East Group Co.Ltd(300376) (Baise) Digital Energy Technology Co., Ltd. with RMB 451 million and RMB 100 million respectively. According to the company's plan, in the future East Group Co.Ltd(300376) will focus on industrial digitization, wind power, photovoltaic Breakthroughs have been made in new energy fields such as energy storage and charging for electricity. The company has maintained cooperation with Huawei in energy storage, charging pile and other business fields.
Beijing E-Hualu Information Technology Co.Ltd(300212) has established a digital energy division to carry out digital energy cooperation with Huawei. Its Blu ray software and hardware products have passed Huawei certification and Beijing E-Hualu Information Technology Co.Ltd(300212) has become a supplier of Huawei. At the same time, it has cooperated with Huawei in the field of optical magnetic fusion storage and cloud computing, and plans to jointly establish a digital energy joint laboratory.
Jiangsu Linyang Energy Co.Ltd(601222) signed a strategic cooperation framework agreement with Huawei Digital Energy Technology Co., Ltd. to jointly develop innovative products and system solutions related to large-scale lithium-ion energy storage, and jointly build energy storage system solutions based on lithium iron phosphate energy storage batteries.
Shenzhen Jove Enterprise Limited(300814) is a supplier of Huawei's digital energy, supplying Huawei with multiple product lines. The company's products are applied to the field of Huawei's digital energy industry Ygsoft Inc(002063) as an independent software developer of informatization in the power industry, recently its digital innovative application platform realsight V6 0 has passed mutual compatibility certification with Huawei cloud Kunpeng cloud service and Huawei cloud stack 8.0 (Kunpeng).
In addition, listed companies such as Nisshin technology, Troy Information Technology Co.Ltd(300366) , Ronglian Group Ltd(002642) and Huawei also have cooperation with Huawei's digital energy business. Among them, Nisshin technology and Huawei focus on building a "digital energy platform" and carry out in-depth and comprehensive cooperation in the fields of intelligent photovoltaic, home green power, enterprise green power, microgrid and energy storage.
Some companies have previously engaged in digital energy related businesses Willfar Information Technology Co.Ltd(688100) was founded in 2004. It is one of the earliest enterprises specializing in energy Internet in China. It provides all-level comprehensive solutions for energy Internet, builds a digital energy system for customers, and cooperates to build a new power system and a digital twin city.
Shenzhen Kexin Communication Technologies Co.Ltd(300565) is an overall solution provider of network energy, which can provide "one-stop" network energy solutions for communication base stations, data centers, industrial and commercial scenes. The company said that its target partners include Huawei digital energy product line and dimension technology.
Longshine Technology Group Co.Ltd(300682) bondao Technology Co., Ltd. is the business entity of the company's energy digital operation service. Benefiting from the energy reform brought by "double carbon", bondao technology has achieved significantly higher performance than expected in 2018, 2019 and 2020, and continued to maintain a good development momentum in 2021.
"at present, the company's digital energy business is growing rapidly and has a good development momentum. Subsequent companies will still increase investment and business expansion in this field." Shandong Longertek Technology Co.Ltd(300594) told the securities times
