The National Energy Administration has issued a notice on ensuring the high-quality development of new energy by improving the capacity of power grid resource allocation. Since the 14th Five-Year Plan, the construction has entered a new energy transition phase. With the increase in the number of intelligent substations at different voltages and their transformation, the huge potential of the smart grid industry will be further unleashed.
The National Energy Administration has issued a notice on the work of absorbing and ensuring high-quality development of new energy. The notice proposes to further improve the resource allocation capability of the power grid, and power grid enterprises should further improve the proportion of new energy transported through inter-provincial and inter-regional transmission channels, strengthen inter-provincial mutual aid, comprehensively improve the observability, measurability, controllability of distribution networks, fairly use all kinds of regulating resources, and build an intelligent dispatching system.
Smart grid is a unified intelligent power grid characterized by informationization, automation, digitization and interaction, which is constructed based on the backbone network of UHV power grid and advanced communication, information and control technology. Its essence is to solve the related problems of energy supply from the power grid transmission and distribution through intelligent construction. Huafu Securities pointed out that with the continuous increase of the proportion of new energy and energy storage installation in China, and the accelerated access of new types of loads, the traditional power grid is difficult to achieve more complex power generation side access, transmission and distribution side scheduling/trading, as well as intelligent decision-making and visualization demands on the demand side of electricity. The digital transformation of the power grid is imminent. According to the National Grid's total report on smart grid planning (revised draft), the proportion of smart grid investment will gradually increase in each stage. Since the construction of the 14th Five-Year Plan has entered a new energy transformation stage, with the increase of the number of intelligent substations at different voltages and their transformation, the huge potential of the smart grid industry will continue to be released.
According to the Financial Data Center, among related listed companies:
Ningbo Jianan Electronics's main products are smart energy meters, electric information collection terminals, etc. Its customers are mainly State Grid, Southern Power Grid, and their subordinate provincial companies.
XJ Electric Co., Ltd. focuses on five core businesses: UHV, smart grid, new energy, electric vehicle charging and swapping, rail transportation, and industrial intelligence, as well as emerging businesses such as comprehensive energy services, advanced energy storage, intelligent operation and maintenance, and the internet of things for electricity. Its products are widely used in various links of the power system.