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Mobile WebSiteTowards integrated energy is inevitable
Conceptually, behind the new “window” of integrated energy services is the technical and conceptual framework provided by the Energy Internet. The “Energy Internet” can be expressed as the Internet-based interconnection of the energy industry, namely Internet of Energy. The focus is on interconnecting energy systems based on modern communication technology ICT to improve the safety of power grid operation and the efficiency of power production.
As early as 2008, Germany began to propose the concept of energy Internet, implemented demonstration demonstrations of six different types of projects, and the Federal Ministry of Economic Organization organized enterprises and scientific research institutions to complete pilot projects in six different cities. Since 2012, the replacement of smart grids by the energy grid has become the hottest term in the power industry and is becoming increasingly popular with the help of new energy sources.
The “Year of the Year”, known as the China Energy Internet in 2014, was not only because the concept of the energy Internet first entered China this year, but also because the subsequent reform of the power system foreshadowed a new era, crossing the energy Internet and extending. to date.
How the energy Internet is going to land is a problem and a knot that plagues everyone in the industry. Integrated energy service is the “entry” of the current energy Internet. Its core is user-centered energy services, including energy supply services, operation management services, planning and construction services, technical equipment services, investment and financing services. Other value-added services.
Whether it is the energy Internet or integrated energy services, new energy is a consistent push. After the new energy develops to a higher proportion, the new energy source is no longer a simple relationship between consumption and transmission. It needs to be more efficient and more utilized in the new energy supply. This is The most real reason for the comprehensive energy sweeping countries.
The energy service market has great potential. If you only consider the five business areas of electricity sales, natural gas sales, energy saving services, central heating, distributed photovoltaics, energy services cover at least a market with a total value of about 4.58~4.93 trillion yuan, and the market potential will grow at least by 2020. To 6.47~7.34 trillion yuan. As a revolutionary emerging market force, integrated energy service companies will work with many specialized energy service companies to fully tap the enormous potential of the energy service market.
In 2019, whether it is reform and re-starting, or from the energy Internet to the comprehensive energy, there are two crucial decisive factors: First, the two major grid companies join, they stand at a higher level of integration and platform role. It will become an important force in the reconstruction of industrial ecology, which will directly affect the future development of the entire industry. Second, the continuous advancement of power system reform will bring the most lack of application scenarios and user experience to the integrated energy field.
Grid company will reconstruct industrial ecology
Electricity is the center of all types of energy conversion and the core of the energy Internet. From the perspective of the path of the energy Internet, leaving the "big Mac" initiative and practical promotion of the grid companies, any attempt to reform is inevitable. From the point of view of the grid company, starting from a non-competitive power operation business such as a single change, transmission, distribution, and use, after having a relatively complete digital smart grid foundation, moving forward to integrated energy operation, almost the world The inevitable choice of power companies and energy companies in various countries.
In Germany, for example, in Germany, more than 1,000 large and small distribution companies or regional energy companies, electricity, gas, and water are combined to operate together for one-third of the total operation, electricity and water or gas and water. Integral operations account for another 1/3, while less than 10% of energy companies are the only form of energy that operates electricity, heat, gas and water alone.
The transformation of the power grid giant into the integrated energy sector is not unrelated to the shrinking of its profit margin. The traditional electric power business has a low return on investment. The trillion-dollar revenue can only bring about a billion-dollar profit. Secondly, it must be heavily asset-driven. Any investment in a park or distribution network is billions or even billions. The most deadly is the high professional threshold, the nouns and concepts in the field of power grids are really proficient, and the implementation of barriers is prohibitive.
Whether it is investment or technology, or the inevitable marketing and service, China's state-owned power grid companies are expanding their reach into the integrated energy sector after forming a powerful scale effect. State Grid Corporation has a total of 26 provincial-level integrated energy service companies in its region.
In October 2018, Tongli Integrated Energy Service Center built by State Grid was completed and put into operation, multi-energy comprehensive complementary utilization project, high-temperature phase-change photothermal power generation, prefabricated energy storage project, micro-network router, and “three-in-one” electronic 15 world first energy innovation demonstration projects such as highways and passive buildings were all unveiled, and the connotation of the energy Internet concept was fully explained.
Starting from this, in the next two years, the State Grid will hope to carry strong power through the four major business areas, including integrated energy efficiency services, multi-energy services for cooling and heating, distributed energy services, and exclusive electric vehicle services. The power grid and the ubiquitous power Internet of Things that carry data streams complement each other and form a powerful value creation platform, which together constitute the energy Internet of three streams of energy flow, business flow and data flow.
China Southern Power Grid Corporation said that it is necessary to further clarify the development priorities and business interfaces of integrated energy services, provide customers with diversified comprehensive energy supply and value-added services, and support the company's transformation to energy industry value chain integrators. According to the latest document, China Southern Power Grid's integrated energy services will focus on eight major business segments, including new energy, energy conservation services, energy comprehensive utilization, energy replacement, energy storage, technology and equipment, innovative services, and “Internet +”. Industrial parks, industrial enterprises, large-scale public buildings, large-scale commercial complexes, transportation hubs, data centers and other objects, aiming at major project resources, coordinating the use of energy efficiency diagnosis, energy-saving transformation, energy monitoring, distributed new energy generation, cold and heat triple A variety of technologies, such as supply and modern energy storage, develop and lead the development of integrated energy service business.
Whether it is positioned as a "world-class energy Internet company" or as an "energy industry value chain integrator", we can see that the two major power grid companies have made subtle but significant adjustments to the big concept of the energy Internet, namely It is not simply to form an energy network with a superposition effect on the physical side of the integrated energy supply. It is also empowered on the service network, the Internet, and even the Internet of Things. It has come up with a shared attitude, which will provide the correct industry. The way to open.
After the formation of the industrial ecology led by the State Grid and China Southern Power Grid, large-scale power grid enterprises will dominate the policy, technology and capital sectors. For SMEs, the biggest opportunity lies in the customer premises, especially for industrial parks. The demand for new energy services such as industrial users and commercial buildings will become a key area for SMEs to win market opportunities.
Power system reform will provide application scenarios
In the field of integrated energy, what is most lacking at present is not technology, not capital, or even business model, but application scenarios and customer experiences. With the reform of the power system into the deep water area, the start of the spot market and the further advancement of the incremental power distribution reform, the emerging market players and their needs will provide the necessary application scenarios for the development of integrated energy services.
In the area of electricity market trading, by the end of 2018, more than 30 provinces in China have established power trading centers, some even across regions. The spot markets in Guangdong, Shanxi and Gansu have been commissioned one after another, and the remaining five will be commissioned in the first half of 2019.
The launch of the spot market will be the biggest variable affecting the integrated energy industry in 2019. Because there is no pressure in the spot market, there will be no demand for user demand forecasting and bias assessment, and there will be no demand for energy efficiency optimization, energy management and energy storage. In addition, the spot market will bring more powerful price drivers. If there is no price-driven, relying solely on government subsidies or industry alliance support, it will be difficult to produce a truly meaningful value chain. After the emergence of the spot market, the entire industry's settlement system, cost sharing, risk assessment and other modes will be disruptive. The change is a major turning point for all participants in the industry.
In the field of incremental power distribution, as the key breakthrough and key game of the “No. 9 Document” of the electric power reform, there will be four batches of 291 incremental power distribution business projects in 2019. The specific effect is worth looking forward to. The combination of incremental power distribution business and integrated energy will provide three possible stages of development for the placing company:
The first stage is the distribution of electric integrated company. In the field of electricity sales, it mainly engages in direct purchase of electricity, load forecasting and power deviation management. In terms of user service, it is a one-stop power service agency and power equipment operation and maintenance. the Lord.
The second stage is the integrated placing company. With the opening of the spot market, the electricity sales business will mainly shift to power spot trading, transaction optimization management and data analysis services; at this stage, new energy will enter the business areas of integrated placing companies, such as photovoltaic power station operation and maintenance, electric vehicle business, etc. . In terms of user services, electricity monitoring, energy efficiency management, energy consulting, carbon quota management, etc., will become the main form.
The third stage is a multi-integrated energy service company. Its electricity sales service will be based on the sale of green power and carbon trading, the establishment of a virtual power plant based on a distributed energy management platform, and provide users with a flexible resource management and control platform based on demand response.
Regardless of the user's trust or suspicion, the most important thing is what the integrated energy can bring to the user. In 2019, the substantial changes brought about by the implementation of the power system reform after four years of implementation are expected to stimulate users to decisively test the water, so that the various concepts that enhance the user experience really land.
