Analysis of investment opportunities in Internet + wind power operation and maintenance

China Energy Storage Network News: CITIC Consulting pointed out in the "2016-2020 China Wind Power Operation and Maintenance Industry In-depth Research and Investment Prospect Forecast Report" that with the widespread application of emerging IT technologies such as big data and cloud computing, the application of emerging Internet technologies to improve wind turbine operation stability and wind farm power generation efficiency has become a new trend in the wind power industry. Smart operation and maintenance will become an important part of wind power operation and maintenance services.

Foreign wind power giants such as Vestas and GE have accumulated many years of experience in wind power equipment manufacturing. Domestic companies such as Envision are also actively promoting smart changes in the traditional energy sector with the help of technologies such as intelligent control, intelligent sensing, cloud computing, big data and energy management.

Predictive maintenance with the help of big data has revolutionized wind farm operation and maintenance. Based on the analysis and insight of massive data, wind turbines in the future will gradually move towards cognitive computing, just like intelligent robots (300024). In addition, with the gradual advancement of standardization and specialization of wind power operation and maintenance management, wind power operation and maintenance services are gradually transitioning towards prevention and prediction in the future, and the wind power aftermarket based on big data will become the core of competition among wind power companies.

my country's Made in China 2025, released in 2015, proposed that intelligent manufacturing is an important direction for the development of China's manufacturing industry. Intelligence has become the development direction of China's manufacturing industry. In the wind power industry, various attempts at intelligent manufacturing have also emerged, and intelligent operation and maintenance is an important aspect of it. In recent years, Sinovel Wind Power (601558) has proposed the technology strategy of "Internet + Smart Wind Energy Cloud Platform TM", the core of which is smart wind farms and smart wind turbines, in order to realize the intelligent cloud manufacturing of host enterprises, as well as the intelligent management and operation and maintenance of wind farms. In terms of intelligent operation and maintenance, it mainly combines predictive diagnosis with expert diagnosis to improve operating efficiency and reduce failure rates. Envision Energy has also launched a smart wind energy management cloud platform, which realizes remote monitoring of equipment such as wind turbines, wind towers and booster stations, thereby improving maintenance efficiency and reducing operation and maintenance costs. Many third-party operation and maintenance companies are also actively making arrangements in this field. AVIC High-Tech (600862) Intelligent Measurement and Control Co., Ltd. has launched an "online oil monitoring system" that can realize remote online detection of wind turbine gearbox oil, thereby remotely and intelligently obtaining the operating conditions of wind turbines and improving operation and maintenance efficiency.

The advantage of smart operation and maintenance is that it can integrate big data, conduct full life cycle operation evaluation of wind turbines, predict the operating status of wind turbines, and perform maintenance in a timely manner to prevent failures, which will help achieve the transformation from "fault-based operation and maintenance" to "planned operation and maintenance". More importantly, smart operation and maintenance will also promote the construction of the energy Internet.

However, the current wind power operation and maintenance in China has long been in a state of "fighting on its own", resulting in the inability to fully share the operation and maintenance data of various wind turbine manufacturers, affecting the integration and optimization of big data. Recently, this state has been broken. With the gradual increase in technical exchanges and experience sharing between whole machine manufacturers, whole machine manufacturers and developers and owners, this barrier can be broken in the future, and an interconnected information sharing platform can be established to maximize the operation and maintenance benefits.

In today's global Internet era, with the Internet constantly impacting traditional industries, as a strategic emerging industry such as wind power operation and maintenance services, choosing the right way of thinking to guide corporate transformation may be far more meaningful than the many tactical adjustments under the traditional thinking model. It is recommended that wind power operation and maintenance service providers consider trying to use Internet thinking to think about services and the profound connotation of services.