Energy Internet: let dream come true

The scale of energy Internet market is more than 5 trillion: the new electricity reform is coming, and the energy Internet is really coming. At present, China's consumer electricity sales amount is about 2.5 trillion yuan, plus construction investment, it can be estimated that the energy Internet market is at least 5 trillion yuan. The business opportunities of energy Internet are transmitted in the network centered on power allocation, trading market and Microgrid. The focus is to find the platform and entrance of energy Internet.

Looking for an energy Internet platform: we believe that the combination of the energy Internet industry chain and the Internet can produce a variety of business models, including the trading of energy products, services of energy assets, value-added services of energy, and e-commerce of equipment and solutions. Among them, the trading of energy products includes electricity sales, gas sales, heating, new energy vehicle charging and anti power sales; the service platform of energy assets includes the development and agent operation services of energy assets, the Internet finance of energy asset securitization, and the e-commerce of energy assets; The value-added service platform of energy includes energy consumption consultation based on big data, sales of energy-efficient products, aftermarket of new energy vehicles and energy-saving solutions; e-commerce of energy equipment and solutions includes B2B vertical e-commerce of materials and equipment; B2B spot trading platform and futures trading platform.

Pay attention to the energy Internet entrance: the entrance of energy Internet, what we observe and think about at present include demand side management of industry and building, home energy management, smart wind farm / photovoltaic power station and charging pile. Each entrance can provide big data support for the energy Internet platform, including industrial and building demand side management and household energy management to provide big data support for user energy consumption and the formation of virtual power plant; smart wind farm / photovoltaic power station provides data support for effective generation side management to achieve more effective matching between power generation and power consumption; As the entrance of the energy Internet, the charging pile has two meanings. One is that during the charging process, the electric vehicle and the charging background need to exchange data to control the charging current, so as to obtain the data of the electric vehicle; the other is that the charging payment of electric vehicles generally adopts mobile devices such as mobile phones, and app is bound with bank cards.

Distribution network and UHV that can't be forgotten: the transformation of new power into energy Internet opens up space. Enterprises with inherent advantages in the field of distribution network automation can provide solutions for different users, including distributed energy, industrial and commercial energy conservation, residential energy conservation, etc., and enterprises that can integrate power data and provide services will benefit first. Another feature of the energy Internet is the access of large-scale renewable energy. In view of China's national conditions and resource endowment, it is necessary to build UHV lines to realize cross regional transmission of clean energy power.

Target of energy Internet: Chint electric appliance is recommended in the comprehensive platform of energy Internet; Nari, Jicheng electronics, Jinzhi technology, Sifang Co., Ltd. and Xuji Electric are recommended for distribution network and energy management; Jinfeng technology, sunshine power supply and Linyang electronics are recommended for new energy and energy storage; Wanma shares are recommended for charging piles, and OTEX and treid are suspended; Pinggao electric, TBEA and Dalian electric porcelain are recommended for UHV.