Power grid: jointly building and sharing a new energy ecosystem

The Fourth Plenary Session of the 19th CPC Central Committee pointed out that it is necessary to create a market environment where all types of ownership entities can use resource elements equally in accordance with the law, participate in competition openly, fairly and impartially, and are equally protected by law. At the same time, the meeting also pointed out that it is necessary to adhere to and improve the social governance system of co-construction, co-governance and sharing. As the lifeline of the national economy, the power grid involves all aspects. Its transformation and development is crucial to ensuring high-quality economic development, and it is also a concrete measure to implement the requirements of the Party Central Committee.

Looking back at 2019, whether it is the construction of ubiquitous power Internet of Things proposed by State Grid Corporation of China or the construction of digital power grid proposed by China Southern Power Grid Co., Ltd., they are all sending a signal of cooperation to the upstream and downstream of the industrial chain and all stakeholders to jointly discuss, build and share a new energy ecology, accelerate the expansion of the electricity-centered value chain, and accelerate the construction of new energy ecologies such as electric vehicle services, distributed photovoltaic services, comprehensive energy efficiency services, energy e-commerce services, and data commercialization services. The connotation of power grid development is undergoing profound changes.

At the same time, the two major power grid companies have steadily promoted the construction of traditional power grids, ensured people's livelihood, development, safety and services, and fully played a leading role in stabilizing growth, adjusting structure and benefiting people's livelihood.

In this issue, we have selected the five key words and ten hot news topics in the power grid industry in the past year, and reviewed with readers the footprints of power grid workers in 2019!

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1. Actively expand the electricity-centered industrial chain

The construction of ubiquitous power Internet of Things has been fully launched

At the beginning of the year, State Grid announced at the 2019 work conference that it would comprehensively promote the construction of a world-class energy Internet enterprise with "three types and two networks". Among them, the most concerned by the industry is undoubtedly the construction of ubiquitous power Internet of Things, that is, around all links of the power system, fully apply modern information technologies such as mobile Internet, artificial intelligence, and advanced communication technologies to achieve the interconnection of all things and human-machine interaction in all links of the power system. After two months of preparation, the company issued the "Outline for the Construction of Ubiquitous Power Internet of Things" and fully launched related work.

Comment: The construction of the ubiquitous power Internet of Things is a microcosm of the State Grid's efforts to accelerate the construction of hub-type enterprises, platform-type enterprises, and sharing-type enterprises, in order to attract more social capital and various market players to participate in the construction and value mining of the energy Internet, drive the common development of the upstream and downstream of the industrial chain, and share the development results with the whole society. It is foreseeable that as the core technical difficulties such as chips, smart sensors and smart terminals, Internet of Things platforms, and artificial intelligence are overcome, the construction of the ubiquitous power Internet of Things will make great strides forward.

2. Accelerate the construction of world-class enterprises

China Southern Power Grid focuses on digital power grid construction

In May, China Southern Power Grid released the "Action Plan for Digital Transformation and Digital Southern Power Grid Construction (2019 Edition)", proposing that digital transformation is the only way to achieve "Digital Southern Power Grid". Subsequently, in June, China Southern Power Grid optimized its headquarters and established a digital department; in July, the Southern Power Grid cloud platform was put into operation, laying the foundation for the "cloud" business; on July 22, China Southern Power Grid Digital Power Grid Research Institute Co., Ltd. was established in Guangzhou, becoming the world's first digital power grid research institute.

Comment: The 2019 work conference of China Southern Power Grid proposed a new strategy of positioning the "five" and oriented towards the "three businesses". Digitalization is an important part of its implementation of the new strategy and promotion of high-quality development.

Digital science is an emerging discipline, mainly due to the rise and rapid development of new technologies such as cloud computing, the Internet of Things, and mobile computing. To make good use of numbers and data, it is necessary to conduct advanced research in strategy, technology, talent, operations, services, ecology, innovation, assets, and performance.

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3. Mixed ownership reform is accelerating

Improve resource optimization configuration

In mid-November, State Grid successively promoted 12 key mixed-ownership reform projects at the Beijing Equity Exchange and the Shanghai United Equity Exchange, covering UHV, energy storage, high-end equipment manufacturing, finance, general aviation, health care and other fields, aiming to introduce high-quality social capital, further deepen mixed-ownership reform, and achieve the integration and development of state-owned capital and various social capital, mutual benefit and win-win results. At the same time, joint ventures such as State Grid Evergrande Smart Energy Service Co., Ltd. and State Grid Guanghui (Shanghai) Electric Vehicle Service Co., Ltd. were established.

In July, China Southern Power Grid Energy Company completed its industrial and commercial registration changes, realizing the transformation from a wholly state-owned enterprise to a mixed-ownership enterprise. This is a microcosm of China Southern Power Grid's efforts to promote mixed-ownership reform.

Comment: The Fourth Plenary Session of the 19th CPC Central Committee pointed out that it is necessary to promote the optimization of the layout and structural adjustment of the state-owned economy, develop a mixed-ownership economy, enhance the competitiveness, innovation, control, influence, and risk resistance of the state-owned economy, and strengthen, optimize, and expand state-owned capital. As an important platform for optimizing the allocation of energy resources, the power grid has a natural advantage in helping to build a modern economic system. State Grid and Southern Grid have accelerated mixed ownership reform, which not only involves mixed ownership reform of units below the third level, but also actively explores mixed ownership reform at the second-level unit level, creating a new situation for comprehensively deepening reform, promoting the docking of supply and demand and optimal allocation of resources in all links and all factors, and driving the common development of upstream and downstream of the industrial chain.

4. Grid investment is more precise and scientific

Accelerate the development of emerging businesses

At the end of 2019, the "Notice on Further Strict Control of Grid Investment" issued internally by State Grid and the "Measures for Optimizing Investment and Cost Control (2019 Edition)" issued by Southern Grid can be said to have "exploded" the power circle. "The feast surrounding the power grid is finally over", "The power grid version of de-infrastructure has begun", "Power grid companies have begun to transform and save themselves"... All walks of life are talking about it.

State Grid subsequently explained that it will optimize the investment structure, insist that investment must be effective and profitable, eliminate inefficient and ineffective investment, eliminate image projects and over-standard construction, and strictly control the scale of investment; it will invest precious funds in major central decisions and deployments such as helping to win the three major battles and promoting regional coordinated development, and in projects to improve the safety level of the power grid and enhance service capabilities.

Comment: The continuous policy-driven electricity price cuts, the decline in the growth rate of electricity sales, the cross-subsidy of electricity prices and other factors have led to a significant decline in the profits of power grid companies and the current situation of large-scale losses in provincial power grids in central and western China. This has forced power grid companies to invest accurately in traditional power grids and stop inefficient and ineffective investments.

At present, my country's economy is shifting from a high-speed growth stage to a high-quality development stage. There is still a general expectation in society to reduce electricity prices. It is unsustainable to continue to rely on the rapid growth of electricity to support large-scale investment in the development of the power grid. Therefore, while avoiding the "pipelining" of the power grid, power grid companies need to use unique advantages such as power grid infrastructure and data to cultivate and develop emerging businesses, expand new value-added services, and form core competitiveness at a new and higher level.

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5. Continue to deepen the “Belt and Road” initiative and jointly seek green and low-carbon development

In 2019, State Grid continued to deepen its involvement in the "Belt and Road Initiative" and made new breakthroughs by signing agreements on equity purchases, cooperation frameworks, investment intentions, etc. with many national energy and power companies, including Sempra Energy of the United States, Electricité de France, National Grid of Greece, Amanama Holding, and Saudi Electricity Company.