The Zhitong Finance App learned that in April of this year, Capital Securities released a research report saying that in April of this year, the National Energy Administration issued “Certain Opinions on Accelerating the Digital and Intelligent Development of Energy”, proposing that by 2030, a digital intelligent innovation application system for all aspects of the energy system will be initially constructed, the potential of data elements will be fully activated, and breakthroughs have been made in a number of common key technologies limiting the development of digital and intelligent energy. The national policy level is actively promoting the digital and intelligent development of energy, and energy IT development can be expected under the power of the AI model. Electricity is one of the important implementation scenarios of the AI big model. Power IT is expected to accelerate development under the power of AI, and power trading, power forecasting, and virtual power plants are expected to benefit significantly.
Relevant targets:Langxin Technology (300682.SZ), Guoneng Nissin (301162.SZ), Dongfang Electronics (000682.SZ), Ankerui (300286.SZ), Colin Electric (603050.SH), Yuanguang Software (002063.SZ), etc.
The main views of Capital Securities are as follows:
The National Energy Administration issued “Certain Opinions on Accelerating the Digital and Intelligent Development of Energy”.
In April of this year, the National Energy Administration issued “Certain Opinions on Accelerating the Digital and Intelligent Development of Energy”, proposing that by 2030, a digital intelligent innovation application system for all aspects of the energy system will be initially constructed, the potential of data elements will be fully activated, and a number of common key technologies limiting the digital and intelligent development of energy will make breakthroughs. The “Opinion” proposes to accelerate the transformation and upgrading of the industry: 1) use digital intelligent technology to accelerate the clean and low-carbon transformation of power generation; 2) use digital intelligent power grids to support the construction of new power systems; 3) use digital intelligent technology to drive safe and efficient coal production; 4) use digital intelligent technology to help green and low-carbon development and utilization of oil and gas; 5) accelerate energy efficiency in the energy consumption chain through digital intelligent use of energy; and 6) promote the construction of a digital energy ecosystem through new models and new business formats. The national level is accelerating the digital and intelligent development of energy, and energy IT empowers the transformation and upgrading of the industry, which is expected to accelerate development.
The first Power Industry Science and Technology Innovation Conference and the 2023 China Digital Energy Ecology Conference were held recently.
On April 27, the first Power Industry Science and Technology Innovation Conference, hosted by the China Telecommunication Union, the State Grid, and co-organized by the 19 vice-chairmen units of the China Telecommunication Union, was held in Beijing. Chen Jiachang, director of the High-tech Department of the Ministry of Science and Technology, said that the integrated development of next-generation information technology, new materials technology, new energy technology and power technology represented by artificial intelligence, 5G, big data, etc. will also bring about changes in the power industry; the chief engineer of the National Energy Administration pointed out to Haiping, the chief engineer of the National Energy Administration pointed out to Haiping that the energy industry must pay attention to scientific and technological innovation and speed up the planning of new energy systems. On May 11, the 2023 China Digital Energy Ecology Conference hosted by Huawei Digital Energy was held in Beijing. Hou Jinlong, president of Huawei Digital Energy Technology Co., Ltd., said that under the trend of low carbon, electrification, digitalization and intelligence, the digital world and the energy world will be deeply integrated and developed in the future, and the energy industry will enter a new era of digital energy.
Energy is one of the important implementation fields for big models, and development can be expected under the power of AI.
Huawei has launched a pre-training model for the power industry based on the Pangu CV model, which has shown excellent application capabilities in power inspections; the Ali Tongyi Qianqian AI model also uses electricity as one of the industries implemented; in addition, the Baidu Wenxin Big Model has also released a large model in the power field. The bank believes that electricity is one of the important implementation scenarios of the AI model, and power IT is expected to accelerate development under the power of AI. Related beneficiaries include power transactions, power forecasting, virtual power plants, and intelligent inspection.
Risk warning:Policy progress falls short of expectations; big model applications fall short of expectations; risk of increased market competition.