The hottest smart grid gives more opportunities to

2022-08-13
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Smart electricity gives more opportunities to the power transmission and transformation industry

editor's note: smart electricity is the future development and investment direction of China's power industry, and will become a comprehensive reflection of the equipment manufacturing industry in the field of new energy and new technology. 2. The strength of rubber/plastic tensile testing, and the increase in demand for related products will drive the performance improvement of relevant listed companies. It should be noted that the construction of smart electricity in foreign countries pays more attention to the field of distribution, while China needs to pay more attention to the field of power transmission and transformation

referring to the viewpoint of intelligent electricity expert Wu Jiandong, the functions of smart electricity include: realizing two-way interactive intelligent data transmission and implementing dynamic floating electricity price system; Use sensors to monitor and integrate the operation status of key links such as power generation, transmission, distribution and consumption in real time, "peak shaving and valley filling", balance power supply and demand, and achieve optimal management of the operation of the entire power system; Connect all kinds of new energy to electricity (such as wind energy, solar energy, geothermal energy, etc.) to realize distributed energy management; Improve power supply efficiency, reduce energy loss and improve power supply quality; Smart meters can be used as Internet routers to promote the power sector to carry out communication, broadband services or relay TV signals based on its end users

at present, smart electricity has become a strategic choice for many countries. Many countries, including China and the United States, have begun to develop or practice smart electricity construction. Because the starting points and needs of each country are different, the concepts and standards of smart electricity are different

therefore, in May this year, Guodian officially announced that it would build a strong smart electricity by 2020; Smart electricity should first be a strong electricity. Being strong is the foundation of smart electricity, and intelligence is the key for strong electricity to give full play to its role. The two complement each other, coordinate and unify

according to Polaris national power company, smart electricity is a strong electricity with UHV as the backbone and the coordinated development of electricity at all levels, and realizes the informatization, digitization, automation and interaction of electricity. On the basis of safe, reliable and high-quality power supply, it further realizes the goal of cleanness, efficiency and interaction. Smart electricity covers all links of power generation, dispatching, power transmission and transformation, power distribution and power consumption. It is a closed-loop system

we believe that the possibility of building smart electricity lies in that the 1000 kV Southeast Shanxi Nanyang Jingmen UHV AC test demonstration project built by China in the early stage has been running smoothly for nearly half a year; The necessity is that the large-scale utilization of renewable energy will challenge the existing electricity, and their instability will impact the traditional electricity. Only intelligent electricity can meet the output and access of various power sources

referring to the viewpoint of intelligent power expert Wu Jiandong, the functions of intelligent power include: realizing two-way interactive intelligent data transmission and implementing dynamic floating electricity price system; Use sensors to monitor and integrate the operation status of key links such as power generation, transmission, distribution and consumption in real time, "peak shaving and valley filling", balance power supply and demand, and achieve optimal management of the operation of the entire power system; Connect all kinds of new energy to electricity (such as wind energy, solar energy, geothermal energy, etc.) to realize distributed energy management; Improve power supply efficiency, reduce energy loss, and improve power supply quality, such as power supply, ground wire noise, electromagnetic interference, etc; Smart meters can be used as Internet routers to promote the power sector to carry out communication, broadband services or relay TV signals based on its end users

equipment manufacturing is the key to building a strong smart electricity. According to the statistics of the Ministry of electricity and UHV construction of the people's Republic of China, more than 70% of the national electricity investment of more than 200 billion yuan per year should be converted into equipment and materials. Since smart electricity in China covers all links of power generation, dispatching, transmission and transformation, distribution and power consumption, and China implements the energy development strategy of "one special and four major" and realizing the optimal allocation of resources nationwide, we are optimistic about the benefits of products: Flexible AC transmission system (FACTS) in power transmission and transformation Ultra high voltage and ultra-high voltage equipment (such as transformer, high-voltage switching gas, insulated fully enclosed switchgear, etc.), ultra-high voltage control and protection equipment, digital substation, etc., and intelligent electricity meters in power consumption links; Power dispatching, power market and other "software" that can help realize "informatization, digitalization, automation and interaction"

smart electricity is the future development and investment direction of China's power industry, which will reflect the comprehensive strength of the equipment manufacturing industry in the field of new energy and new technology. The increase in the demand for related products will drive the performance improvement of related listed companies

it should be noted that foreign smart power construction pays more attention to the field of distribution, while China needs to pay more attention to the field of power transmission and transformation, especially the development of UHV power into it, through intelligence to ensure the safety, reliability and stability of power, and improve the ability to control the safe operation of large power. According to this idea, UHV and UHV construction are the most obvious areas to benefit. In addition, the construction of smart electricity is a long-term and huge project. According to the national plan, it will take at least 10 years to complete, and the specific content of the current plan has not been announced, so it is difficult to reflect the performance of listed companies within the year

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