Core view
Power informatization refers to the process of applying information technologies such as communication, automatic control, computer, network and sensing, combined with enterprise management concept, driving the transformation of old traditional industries of power industry into knowledge and technology intensive industries, providing support and leading change for the stable operation of power enterprises and improving management level. Power information system includes perception layer, network layer and application / production layer.
Sensing layer: (1) sensor: the new power system puts forward higher requirements for the breadth, depth and density of data. Therefore, the types of sensing terminals of the new power system are diverse, and the sensing equipment is developing towards the characteristics of low power consumption, high reliability and intelligence; (2) RFID: RFID can establish the association between tags and power asset equipment to realize the visual management of Power Supply Bureau assets.
Network layer: (1) power communication network: the power communication network is huge and there are many kinds of communication technologies; (2) Power line carrier communication: power line narrowband communication is sufficient to maintain simple information exchange, such as power consumption measurement, sending commands to actuators, inspection system, etc; (3) Communication module: in the construction of new power information system, terminal electricity meter will produce a large number of communication module requirements. The communication module can help the new power system realize the functions of differential protection, unmanned inspection, advanced metering and so on.
Application / production layer: (1) the integrated management and control digital platform is the information center of power grid operation management and dispatching. In the process of operation and maintenance of digital power grid, the software platform will play the core dispatching and command functions and become the bearing entity and central nerve of power grid digitization; (2) The new energy operation control cloud platform is ready to go. Digitization and intellectualization have become the driving force for the transformation of photovoltaic enterprises and the key means to improve the energy efficiency of photovoltaic power supply; (3) Power resource trading platform and virtual power plant have become important development trends. The e-commerce platform provides an active digital place for power trading and has become the key support for the reform of power market; The trading and dispatching system of distributed power resources can coordinate and stabilize the peak of power consumption and revitalize the existing resources, which has become an important supplementary link in the development of new energy; (4) The management and control platform of intelligent user terminals is booming. With the continuous increase in the proportion of new energy electric vehicles, the charging pile has also become an important power side infrastructure, focusing on ensuring the efficient and large-scale management and standardized service output of the charging pile.
Investment proposal and investment object
The 14th five year plan clearly proposes to accelerate the intelligent transformation of power grid infrastructure and the construction of smart microgrid. Therefore, the smart grid has entered a new stage of the 14th five year plan, and the construction of distribution network has become the focus. Power communication plays an important role in ensuring the efficient and stable operation of smart grid. Power communication network hardware, software and service providers are expected to benefit from the development of smart grid.
It is recommended to pay attention to power communication product suppliers Willfar Information Technology Co.Ltd(688100) (688100, buy), Qingdao Eastsoft Communication Technology Co.Ltd(300183) (300183, not rated), Qingdao Topscomm Communication Inc(603421) (603421, not rated), Shenzhen Friendcom Technology Development Co.Ltd(300514) (300514, not rated), power communication product chip suppliers Leaguer (Shenzhen) Microelectronics Corp(688589) (688589, not rated), power information system application / production layer manufacturers Ygsoft Inc(002063) (002063, not rated), State Grid Information&Communication Co.Ltd(600131) (600131, not rated) Longshine Technology Group Co.Ltd(300682) (300682, not rated), Jiangsu Yunyong Electronics And Technology Co.Ltd(688060) (688060, not rated)
Risk tips
Macroeconomic risks; Epidemic factors; Market fluctuation risk; Technology R & D risk.
