Internet + electricity will drive the top ten industrial chains

Internet genes are running through all aspects of electricity. The power network architecture will change, the application of power cloud technology will become the key technology for power grid management, and the application of power mobile terminals will have an explosive growth. There will be a "neuronal" in the Internet + electricity, which can be used to generate power monitoring terminals, controllers, environmental sensors, video monitoring and other acquisition control units in distributed generation equipment, energy storage equipment, electricity equipment and other aspects to achieve power generation Real-time collection of electricity, environmental, and safety data, rural networks, big data transmission networks, and mobile virtual private networks will follow.

"Internet + energy storage + electricity sales + electricity + energy Internet = revolution" can achieve 3 50%: 50% increase in energy efficiency, 50% reduction in electricity consumption, and 50% peak-to-peak filling. Using the most advanced technical means to guide customers' consumer behaviors, provide energy efficiency services for customers, enable customers to use energy rationally, significantly improve energy efficiency management, and achieve “energy saving + intelligence”. In this trend, the interaction between customers and the grid will become a reality, and the level of intelligent use of electrical appliances will also be popularized.

The power grid will build its own wireless private network in the future. Through the full coverage of communications and the cooperation of operators, it will support various applications on the Internet. In the future, “Internet+Power Services” will spawn new service models, and the power service model will change significantly. The way of mobile Internet services will be popularized, and the two-way interaction between customers and the grid will become a reality. With it, the concept of grid development will change.

Smart electricity will be popularized and electricity will be used intelligently. Future power customers, including individual customers, industrial customers, etc., will have an interactive relationship with the power grid. On the one hand, the positive interaction between customers and the grid is very helpful for improving the energy efficiency and plays a key role in the energy efficiency balance of the power grid. On the other hand, the customer's lifestyle and quality of life will be changed and improved. With the promotion of smart electricity, mobile phones as a client terminal have also become tools for smart electricity use, enabling energy efficiency analysis, electricity inquiry, electricity payment, home appliance control, and grid interaction. With the binding attention of hundreds of millions of customers, the power customer service will generate additional value.

The development of this industry will directly lead 10 strategic emerging industries: electricity and energy Internet, energy saving and environmental protection, a new generation of information technology, high-end equipment and smart manufacturing, new energy, new materials, new energy vehicles, smart homes, robots, unmanned The integration and development of the aircraft industry has prompted rapid upgrading of these industries.

This industry will lead to a series of new energy equipment manufacturing (such as energy hubs, energy switches, energy routers), energy network operators (as well as virtual operators), information and energy system integrators, information and energy integration application developers, etc., although similar The Internet, but with its energy content, has huge industrial scale and broad market prospects, and will inevitably breed a new business model.

The industry chain adopts Internet concepts, methods and technologies to achieve major changes in the energy infrastructure architecture and build a new type of information and energy convergence network. This action is an integrated system construction project that spans across multiple disciplines and involves many cutting-edge changes in industry, technology, and research and development.

The industrial chain involves cross-convergence of technologies in networks, communications, electricity, energy storage, power electronics, new energy, and other areas, and integrated planning and development of technologies such as energy internet, smart grid, smart city, internet of things, and cloud computing. It can promote the development of related industries such as new materials, power electronic components, terminal equipment, electric vehicles, new types of energy storage equipment, communications equipment and software.

The core enterprises in this industry chain consist of new energy power generation equipment manufacturing companies, energy storage product production companies, access equipment production companies, and power software system R&D companies in the main industry chain. The upstream enterprises that directly provide technology, products, and services to the core enterprises of the industrial value chain mainly include: electric power design units, electric power test and research units, electric power software system development companies, electric power key equipment manufacturers, computers and peripheral equipment suppliers, and communication equipment. And communications service providers.

Electric power software system development companies also provide technology, products or services for power design units and power test and research institutes; power critical equipment manufacturers also provide technology, products or services for power test and research institutes.

Upstream companies of power software system development companies include: commercial software vendors (operating systems, development tools, databases, etc.), geographic information systems and information service providers, communications equipment and communications service providers, computers and peripheral equipment suppliers, etc. .

The key power equipment manufacturers mainly include primary and secondary equipment manufacturers. The upstream enterprises of primary equipment manufacturers include: raw material suppliers such as iron and steel, mold production, mechanical processing companies, suppliers of sensors, chips, power electronic devices, and secondary equipment manufacturers.

The upstream manufacturers of secondary equipment manufacturing companies include: mold manufacturing, machinery processing companies, sensors, chips, power electronics and other suppliers, printed circuit processors, computers and peripheral equipment suppliers, communications equipment and communications service providers.