1. New infrastructure boosts the transformation and upgrading of the power industry by government

1.1 Electricity is the foundation for the development of new infrastructure

Energy and information are important supports for economic development, and energy and information security directly affect national security, sustainable development, and economic and social stability. The seven major areas of new infrastructure are all developed around the two core points of energy and information, and these seven major areas are inseparable from the support of electricity. The high-speed and high-bandwidth of 5G has also brought about an increase in energy consumption, which requires a lot of power as support. UHV power transmission solves the problem of unbalanced power generation and power consumption, and is itself an advanced power transmission technology. The electrification of the high-speed rail network has been basically completed. The safety and reliability of the high-speed rail power system determine the safety and reliability of the high-speed rail train operation. The replacement of internal combustion vehicles by new energy vehicles is an irresistible trend. The construction and operation of new energy vehicle charging and charging infrastructure must be based on power supply. The core of big data relies on the data collection of electronic sensors, the power supply and stability of the data center, and the capture and transmission of power induction signals, all of which are inseparable from the support of the power system. Therefore, electricity is not only the basis for economic development, but also the basis for supporting the development of new infrastructure.

1.2 New infrastructure boosts the transformation and upgrading of the power industry

The development of new infrastructure will surely promote the transformation and upgrading of the power industry, and the transformation and upgrading of the power industry will certainly provide more application scenarios for the new infrastructure. The transformation and upgrading of the power industry mainly includes analyzing the access requirements of “source-network-load (storage)” in typical scenarios, and the access requirements of internal and external information data in typical scenarios. The application of digital technology is more and more widely used in the typical scenarios of the power industry. The combined application of new technologies such as cloud computing, big data, Internet of Things, artificial intelligence, and blockchain in different scenarios promotes the production, supply and demand of the power industry. Transformation, upgrading and sustainable development have changed the modes of energy production, transmission, transaction, consumption and organizational management, and gradually formed a new power industry ecosystem. The practice of electric power digital transformation under the support of new infrastructure such as smart grid, smart integrated energy services, blockchain, and virtual power plants also shows that electric power digital transformation not only involves the power industry, but is the result of industrial integration development and collaborative innovation. to build a new type of investment and financing model, and promote the formation of a digital transformation of electric power with balanced power supply and demand, optimized resource allocation, and information sharing.

2. New infrastructure provides new opportunities for the development of the power industry

2.1.1. Opportunities for power supply and grid business

The digital transformation of the power industry is an inevitable requirement of the energy revolution and digital revolution, and it is also an important way to achieve the “dual carbon” goal. Throughout the various fields involved in the new infrastructure, UHV and new energy vehicle charging piles are directly related to the power industry, and other fields also have a positive role in promoting the power industry.

2.1.2. The new infrastructure directly brings about an increase in power demand 5G base stations and big data centers are the core content of the new infrastructure, both of which require a lot of power for support. The power consumption of a 5G base station single station is 2.5-3.5 times that of a 4G single station. In the future, China Mobile, China Telecom, and China Unicom will all complete the deployment of 5G base stations, and the annual power consumption of 5G base stations will reach 800 billion kWh. The total electricity consumption of global data centers in 2018 has accounted for 3% of global electricity use. The power consumption of data centers in China has increased by more than 12% for 8 consecutive years, and the total power consumption in 2020 will reach 300 billion kWh.

2.1.3. The new infrastructure also greatly promotes the power grid business. Influenced by the national new infrastructure strategy, the State Grid will increase the investment in the power grid in 2020. The total investment for the whole year will be raised from the 408 billion yuan planned at the beginning of the year to 450 billion yuan, an increase of 42 billion yuan. An increase of 10.3%. Under the background of new infrastructure, the advanced technologies, products and construction experience accumulated by the rapid development of China’s power grids will bring new opportunities for the development of global power grids.

2.2. Development Opportunities for New Power System with New Energy as the Main Body

In the context of global carbon neutrality, especially with the release of the Glasgow Climate Convention at the 26th United Nations Climate Change Conference, the Paris Agreement has gradually entered the implementation stage, and the development of new energy has become an important means for countries to achieve carbon neutrality goals. With the acceleration of global energy electrification, electric energy will gradually replace the vast majority of energy demand in future terminal energy consumption. It is estimated that the proportion of global electric energy in terminal energy consumption will reach 40% in 2050. Under the circumstance that the global temperature rise is controlled at 2°C, the proportion of new energy in the power system will reach more than 73% in 2050. However, the uncertainty and vulnerability of a high proportion of new energy connected to the power system are highlighted. The development of new infrastructure can improve the capacity of new energy consumption and storage, and provide a good opportunity for building a new power system with new energy as the main body.

2.2.1. The UHV technology in the new infrastructure is a major benefit for the consumption of new energy power generation

The UHV technology in the new infrastructure enables large-scale production of electrical energy, long-distance transmission, and instantaneous delivery to each end user through the distribution system. UHV technology can effectively transmit the power generated by wind power and solar power bases to long-distance load centers, and solve the problem of spatial distribution imbalance between areas rich in new energy resources and areas where power consumption is concentrated. The construction and operation of UHV will effectively improve the power dispatching capacity of my country’s power grid, so as to balance the power supply and demand in various regions, improve the consumption of new energy power generation, and alleviate the problem of excess power supply. With the assistance of big data, the grid scheduling will be optimized to further increase the penetration rate of new energy power generation. UHV is also a key technology for global energy interconnection. From a global perspective, the distribution of energy resources and energy demand among countries and regions is unbalanced, and the energy base is far away from the load center. Optimization. Therefore, the construction of transnational and transcontinental energy transmission network based on UHV technology is a reasonable choice to realize global energy interconnection and solve long-distance transmission of energy and power.

2.2.2. New infrastructure provides new technology and business model opportunities for new power systems

The new power system includes a new generation system, a new power grid system, a new load system, and a new energy storage system, which are different from the traditional power system architecture in all aspects of the source, network, load and storage. The new power system conducts real-time monitoring and intelligent control of new energy power stations and systems through big data centers, the Internet of Things, intelligent platforms, and mobile terminals, realizing accurate forecasting, intelligent scheduling, early warning and intelligent operation and maintenance, and creating power based on user needs. The supply system realizes the intelligent application of coordinated and complementary power supply entities and efficient interconnection of power networks.

With the wide application of new infrastructure technologies in power systems, it also brings opportunities for the development of distributed power systems. The power consumption of 5G base stations is huge, and the distribution of base stations is very wide, which also drives the development of distributed power systems. With the continuous expansion of the new energy charging pile industry, the new energy power generation and energy storage industry will also benefit from this opportunity. The rapid development of big data technology and artificial intelligence will promote the transformation of operation and maintenance management from traditional manual operation and maintenance to intelligent operation and maintenance. Intelligent operation and maintenance enables operation and maintenance management with algorithms and machine learning capabilities, making operation and maintenance intelligent, thereby further reducing costs and increasing efficiency, highlighting the natural advantages of new energy sources that are clean, low-carbon, and easy to obtain.

The new power system will give birth to a new production model, and the functions and business models of power companies will also undergo great changes. Synergy and control, resulting in higher benefits. Similarly, for the upstream and downstream enterprises in the industrial chain, the organizational form between enterprises will be further deepened, the ecological chain of the power system will be more compact and perfect, and the multi-party participation and coordination among enterprises will be more diverse and complicated, which will inevitably lead to more Business model innovation.

2.3. Big data promotes the rapid development of the global wind power photovoltaic industry

Big data can accurately evaluate and predict the resource characteristics, development potential and output characteristics of global wind and solar power generation bases, effectively apply and serve high-precision wind energy and solar energy resource evaluation and analysis fields in different regions of the world, and promote the rapid development of the global wind power photovoltaic industry.

In addition, big data can also provide a favorable data foundation for the development of wind power and photovoltaic products and technologies. By collecting long-term actual operation data of products, wind turbine and photovoltaic equipment manufacturers can optimize the design and improvement of products in a targeted manner, reduce operating costs, and fully exert power generation efficiency.

In the field of wind power and photovoltaic operation and maintenance, through the real-time monitoring of operation data, the use of big data to research and analyze historical data, and “planned operation and maintenance” arrangements for high-incidence failure points to achieve accurate prediction of solar power plant and wind farm failures , so as to achieve the purpose of reducing costs and increasing efficiency.

Not only that, the power consumption habits of power users can also be obtained through big data, which provides a basis for smart power supply and smart grid scheduling, thereby promoting more wind and photovoltaic system consumption.

Promoting the transformation of the energy structure to a clean energy structure has become a common choice for all countries in the world. Many countries have introduced support policies to promote energy transformation. For example, the European Union will complete the revision of the “European Energy Infrastructure Regulations” by the end of 2020, which includes “electric energy alternatives”. , Completely stop the production of natural gas from fossil fuels, implement electricity to replace “electricity for gas”, and vigorously develop smart grids; the Vietnamese government has formulated a new energy target for 2030, and continues to vigorously develop new energy businesses such as photovoltaics, wind power and energy storage, which must be Will lead the development of new energy business in the Asia-Pacific region; the Mexican government actively promotes the development of renewable energy, promulgated the energy transition bill, set the target of clean energy power generation by 2024 and 2050 to reach 35% and 50% respectively, and established a positive market The bidding mechanism takes distributed wind and solar projects as new growth points.

With the support of big data and related policies, the wind and photovoltaic industry chain will develop more vigorously, and the global wind and photovoltaic industry will enter a new round of explosive growth.

3. Seize the opportunity of the new infrastructure era to promote the international development of the power industry

3.1. Keep up with the development trend of world power and deploy renewable energy in advance

Deeply understand and grasp the industry development trend of electrification of energy consumption, low-carbon and clean energy production, and on the basis of continuously consolidating the market share of traditional power business, make arrangements in advance to vigorously develop clean and renewable energy. Power companies should actively grasp the development direction of the global energy revolution characterized by “low carbon, clean, efficient, intelligent, and popular”, give full play to my country’s dominant position as the world’s largest new energy country, and continue to increase new energy, UHV power grids, Research efforts and market development efforts in new infrastructure industries such as big data. According to the country’s ecological environment carrying capacity, natural resource endowment, social and economic development needs, cost bearing capacity, policies, laws and regulations, choose an economically sustainable green power energy utilization mode, and give priority to the promotion of non-fossil energy, renewable energy and other low-carbon power technologies Application, provide “Chinese solutions” for global low-carbon transformation and green development, and further establish the leading position of Chinese enterprises in the global power industry.

3.2. Intensify the development of “integrated investment, construction and operation” projects and strive for new competitive advantages

New infrastructure is different from traditional infrastructure, and such facilities can bring good economic benefits. Therefore, foreign contracting companies should transform from traditional business models, and more actively promote projects that integrate international investment, construction and operation to make up for the host country’s lack of development and investment capabilities. , to promote the economic and social development of the host country, and at the same time make the relevant industries in my country better utilize the international market and drive the coordinated development of domestic related industries.

Construction enterprises in the electric power industry should enhance their ability to participate in project investment and financing and post-completion operation management, implement projects in the way of “integration of investment, construction and operation”, improve the participation in the industrial chain and their status in the international division of labor, and gradually realize the transformation from construction advantages to construction advantages. The main focus is to shift to the comprehensive advantages of investment and financing, engineering construction, and operation services.

3. 3 Actively explore diversified cooperation and project development methods

New infrastructure promotes the transformation and upgrading of traditional infrastructure, and the transformation and upgrading of traditional infrastructure also provides more application scenarios for new infrastructure. It is expected that in the future, energy development technology, intelligent technology, energy storage technology, and environmental protection technology will play an important role in promoting energy transformation and improving energy utilization efficiency.

In the new infrastructure era, my country’s electric power enterprises should deepen cooperation in energy technology. First, in order to ensure the efficient use of new energy, it is recommended to jointly conduct in-depth research on energy storage, including the coordinated operation plan of pumped storage and new energy and related supporting mechanisms, and actively develop smart energy, International energy technology cooperation in emerging fields such as energy storage; second, while doing well in photovoltaics, fully tap the potential capabilities of photovoltaic projects, such as photovoltaic desert governance, photovoltaic + fishery, photovoltaic + transportation, etc., to achieve high-quality, sustainable photovoltaic industry. The third is to make full use of the rapid development of information technology, apply the Internet, big data, artificial intelligence and other technologies to intelligent operation and maintenance, improve the quality of new energy power, and build a clean, low-carbon, safe and efficient energy system.

Looking at the development trend of new energy in the past five years, innovation and development are the key, and the cost reduction brought by technological progress is very obvious, thus driving the rapid development of new energy.

In terms of external cooperation, we will build a community of interests and a community of life through “open cooperation, mutual benefit and win-win”.

The first is to further strengthen international capacity cooperation, combine the development concept of China’s new infrastructure with international market demand, give full play to the demonstration and leading effect of major projects in international capacity cooperation in the power industry, and help my country’s power equipment, technology, and services. And the whole industry chain such as supporting industries “going out”.

The second is to further strengthen cooperation in the third-party market, adhere to openness and inclusiveness, and cooperate with willing countries, international organizations, Large multinational corporations and international financial institutions should conduct more and better tripartite cooperation and multilateral cooperation.

Through multi-party participation, we will give full play to the potential of all parties to achieve complementary advantages and win-win development. Carry out third-party cooperation with companies in Europe, America, Japan and South Korea, and make use of the complementary advantages of both parties in the fields of technology, capital, equipment, construction, management, etc., so as to provide more inclusive energy and electricity to developing countries and underdeveloped countries, and contribute to the transformation of global energy. make our contribution.