Since August, Shanghai's high temperature weather has continued to escalate, with the highest temperature reaching 40℃, posing a huge challenge to the normal operation of urban electrical utilities. The potential of virtual power plants in ensuring power supply has attracted attention. Dongguan Securities pointed out that national ministries and commissions have successively issued relevant documents, releasing signals of increasing development efforts for virtual power plants this year.
Since August, Shanghai's high temperature weather has continued to escalate, with the highest temperature reaching 40℃, posing a huge challenge to the normal operation of urban electrical utilities. According to the Shanghai Electric Power Trading Center responsible for virtual power plant operation and maintenance, the city's largest peak-shaving virtual power plant completed its rapid peak-shaving capacity verification work recently.
Guosen Securities pointed out that under the background of power system reform, the extensive access of new energy sources has put higher demands on the capacity of traditional power systems and opened up a wide market space for innovative technologies such as virtual power plants. The energy IT industry will enter a high-growth period in the medium and long term. Dongguan Securities pointed out that national ministries and commissions have successively issued relevant documents, releasing signals of increasing development efforts for virtual power plants this year, paying attention to virtual power plant aggregators, technology providers, electrical power informationization software and hardware suppliers with relevant resources and technological advantages.
According to the Financial Data Center, among related listed companies:
Guodian Nanjing Automation has launched the implementation and system trial operation of virtual power plant interactive response platform pilot projects in Guangdong Wanbo, Chongqing Fengjie, Hebei Handan and other places, and related projects have generated order revenue.
Ningbo Jianan Electronics' smart electric meter is a key terminal product for realizing virtual power plants, which provides not only metering and settlement functions but also real-time load data such as voltage, current and power factor required for virtual power plant scheduling.