Zitong Financial APP learned that Galaxy Securities released a computer industry research report saying that in the context of the "double carbon" policy and the vigorous development of the new energy industry, the energy Internet system ushered in a major development opportunity. The incremental space is reflected in three parts:First,The structure of the energy system will be transformed into centralized and distributed coordination, and the distributed structure will produce a huge incremental development space in the evolution trend of the energy Internet. Be optimistic about the construction requirements of three key links in the distributed structure of the energy system: energy storage (energy storage system), microgrid and virtual power plant.Second,The new power system needs the digital transformation of the power grid, and is optimistic about the growth of intelligent sensing, platform and terminal applications of the Internet of things in the construction of digital power grid, as well as the demand growth of intelligent power operation, maintenance and monitoring.In additionThe development of energy management services, urban charging stations, smart parks and other operational services. Energy IT related targetSuggest to pay attention toLang Xin Technology (300682.SZ, digital leader in power-side energy), Henghua Technology (300365. SZQ BIM software platform power grid planning), State Grid Telecom (600131.SH, cloud infrastructure and digital integrated business), Weisheng Information (688100.SH, Internet of things), Hengshi Technology (300513.SZ, virtual power plant operation), Zhiyang Innovation (688191.SH, intelligent operation and maintenance system provider).
The main points of Galaxy Securities are as follows:
Under the background of the "double carbon" policy and the vigorous development of the new energy industry, the energy Internet system ushered in a major opportunity for development. The intelligence and information upgrading of the electric power energy system has a long history, and the bank hopes to find the incremental links and incremental space that "double carbon" can bring, mainly reflected in the following three parts:
First,The key change in the evolution trend of the energy system: the structure of the energy system will be transformed into centralized and distributed coordination. Distributed structure will produce huge incremental development space. The traditional energy system and the main body are the resource allocation mode of top-down centralized decision-making, while the new energy system needs to build a regional distributed self-balance to achieve intelligent interaction with the load storage of the source network on the basis of self-balance.The bank is optimistic about the construction requirements of three key links in the distributed structure of the energy system: energy storage (energy storage system), microgrid and virtual power plant.Among them, the energy storage and energy storage system is the core of the distributed structure, and the energy storage cloud network, as a platform connecting the energy storage system, will play a role in many fields; "energy storage cloud network + microgrid" realizes the balance of power and electricity in the region; virtual power plant is one of the important applications of energy storage cloud network, emphasizing data analysis and operation, and participating in the power trading market.
Second,The new power system needs the digital transformation of the power grid, and is optimistic about the growth of intelligent sensing, platform and terminal applications of the Internet of things in the construction of digital power grid, as well as the growth of the demand for intelligent power operation, maintenance and monitoring. Digital power grid takes data as the key production factor, and a large number of small and micro sensors, chip-based intelligent terminals and intelligent gateways will be deployed. The large-scale grid connection of intermittent and fluctuating energy will cause certain pressure on the power quality and safe operation of the existing power grid, so it is an inevitable requirement to improve the efficiency and quality of power operation, maintenance and monitoring.
Third, with the accelerated deployment of the above infrastructure and the formation of economies of scale, platform energy supply, energy trading and integrated energy service models will also gradually emerge. The bank is optimistic about the development of urban charging stations, smart park energy management and other operational services.
Risk Tips:The risk of intensified competition in the industry; the risk that the progress of industrial development is not up to expectations; the risk of order delay caused by the epidemic; the risk that policy promotion does not meet expectations.
This article is compiled from the Yinhe Securities computer Industry Research report, analysts: Wu Yanjing, Zou Wenqian, Zhitong Financial Editor: Ding Ting.