Energy Internet has spawned new business models

It is reported that the Energy Internet Action Plan is led by the Science and Technology Department of the National Energy Administration. According to the schedule of the National Energy Administration, it is expected to be introduced within the year. A preliminary study is currently underway to determine the basic framework for the action plan, including the operational goals, content, and timeline. Under the trend of energy internetization, the energy production and consumption order will be reconstructed and new business models will be created at the same time.

Energy Internet is a comprehensive use of advanced power electronics, information technology, and intelligent management technologies. It has a large number of new energy networks, oil networks, natural gas networks, and other energy nodes that are composed of distributed energy harvesting devices, distributed energy storage devices, and various types of loads. Connected to achieve energy bidirectional flow of energy exchange and sharing of peer-to-peer networks.

On July 4, the State Council issued guidance on actively promoting the “Internet Plus” action, and put forward 11 concrete actions, including “Internet+” smart energy, and proposed to promote the intelligentization of energy production and consumption and build a distributed energy network. Development of grid-based communication facilities and new services. This will advance the revolution in energy production and consumption patterns, increase energy efficiency, and promote energy conservation and emission reduction.

In addition, on July 6th, the Development and Reform Commission and the Energy Bureau jointly issued guidelines on promoting the development of smart grids, which may also be seen as supporting policies to promote the construction of energy internet. The suggestion is that by 2020, a smart grid system that is safe, reliable, open and compatible, two-way interactive, highly efficient, economical, and clean and environmentally friendly will be preliminarily established to meet the needs of power supply development and users, fully support the construction of modern energy systems, and promote China's energy production and consumption revolution; Drive the development of strategic emerging industries to form an internationally competitive smart grid equipment system. The smart grid must achieve the full consumption of clean energy; improve the flexible control capability of the transmission and distribution network; and meet and guide the user's multiple load requirements.

The agency believes that at present, the amount of customer-side power sales in China is about 2.5 trillion yuan. With construction investment, it is estimated that the energy Internet will reach a scale of 5 trillion yuan. From the perspective of the top-level design, the energy internet includes the sale of electricity on the Internet, the trading of renewable energy, and various distributed energy management systems. The development of the energy internet requires the integration of various fields such as the energy industry, communications industry, internet industry, law, finance, and capital. Micro-grid construction, distributed new energy, UHV energy storage, source routers and charging piles, big data analysis, distribution automation sensors, power platform sales, and power service providers are the main investment lines for the future energy internet.

From the point of view of the industry chain, the three types of listed companies are expected to benefit from the construction of the energy internet. The first category is infrastructure, including micro-grid construction, distributed new energy, UHV energy storage, energy routers, and charging posts; The categories are electronic information categories, including big data analysis and distribution automation sensors; the third category is energy services, mainly including power sales platforms and power service providers.