Top 10 "key words" of the smart grid industry

NO.1: UHV disputes

The topic of UHV disputes has occupied the headlines of the smart grid industry more than once. In the development of the smart grid industry, the UHV plays a crucial role, and it is the vital importance of the UHV itself. There is a wireless controversy. The controversy over UHV AC and DC continues.

U.S. high-voltage is still not on, this dispute has continued for many years. One of the controversies lies in the safety and stability of technology; the other lies in its economy and necessity.

The UHV power grid construction under the premise of controlling haze is on the one hand an urgent requirement for solving haze pollution, and on the other hand is an important test for the exchange of UHV. One side is to speed up UHV construction, and the other is opposed to the exchange of UHV construction. When will the U.S. high-pressure debate really get a draw?

NO.2: UHV Haze Treatment

Referring to the recurrence of U.S. high-pressure disputes, it has to start with the characteristics of UHV haze control. Under the premise that smog continued to increase, UHV has been continuously put on an important development position. On February 12 this year, Premier Li Keqiang presided over the executive meeting of the State Council to study and deploy to further strengthen the governance of air pollution such as haze. The first major measure proposed was to speed up the adjustment of the energy structure, and implementation of cross-regional power transmission projects was one of its main contents.

The term incited Thousands into the waves and began with the idea that hyperbaric control of haze began, and there have been industry experts constantly interpreting this viewpoint from two levels of opposition. On the one hand, Ukrainian high-pressure is the ultimate solution to haze management. The other side believes that UHV smog control is just an excuse and it is drifting away. In any case, the National Energy Administration has also stated that it is planning to build 12 cross-regional power transmission corridors, including four UHV DC lines, four UHV AC lines and three 500 kV high-voltage lines.

Now, the speeding up of UHV construction is a foregone conclusion, and UHV can not cure haze, and the effect of governance is obviously not obvious. All these have yet to be verified by practice.

NO.3: UHV High-profile "Two Conferences"

In this year's "two sessions," the UHV can be described as proud. Unlike the silence of the past two years, the high profile of Liu Zhenya’s members during the two sessions this year formed a sharp contrast with the past.

It is generally believed that it is no accident that the State Grid launched the "UHV" public opinion offensive during the two sessions. The reason why the “UHV-related” news was so intensive and high-profile during the two sessions may come from two reasons.

On the one hand, the attitude of the decision-makers on the “UHV” has undergone positive changes. For example, three months ago, when Zhang Gaoli, member of the Standing Committee of the Political Bureau of the CPC Central Committee and Vice Premier of the State Council, visited the exhibition area of ​​the China National Grid Corporation of China in the Beijing Exhibition Center, he said that China’s hydropower, wind power, and solar energy are mainly distributed in the northwest region. The development of "UHV" can promote the development of energy in these areas and send them continuously to the east-central load center to help cope with haze.

On the other hand, the problem of haze has been extremely prominent recently, especially in Beijing and its surrounding areas. Severe haze has continued to occur, public opinion has been extremely concerned, and prevention and control of atmospheric pollution has become extremely urgent. Implementation of the "Ultra High Voltage" leading trans-regional power transmission has become a project pushed by the National Energy Administration.

Therefore, the UHV is so high-profile that the topics discussed by the “two sessions” have become an important focus of the industry, and it also makes the development of UHVs in 2014 appear to be full of impetus.

NO.4: Electricity anti-corruption

For more than one year after Liu Tienan, former director of the National Energy Administration, was investigated, officials of the National Energy Administration were investigated again.

On February 9, the website of the Guangdong Provincial Commission for Discipline Inspection released information that Wu Zhouchun, former general manager of Guangdong Power Grid, was under investigation for suspected violation of discipline.

On April 17, it was confirmed from multiple sources that Hao Weiping, director of the Nuclear Power Department of the National Energy Administration, was taken away for investigation. Officials above a certain level within the Energy Bureau already know this.

Since the beginning of this year, corruption has repeatedly been reported in the power sector. Electricity anti-corruption has also become a hot topic in the power system. Why the central government has to focus on the power system has also become the focus of thinking. The anti-corruption of the power industry has also begun to stir up ground. From the start of the former general manager of Guangdong Power Grid, Wu Zhouchun, to the current Hao Weiping, the big step reform has given the public more confidence. While countering corruption, they are also telling workers in the national power industry that they must maintain their good working attitude in the process of power reform, be honest and clean, and how many “electric giants” will be there after the power anti-corruption prelude is opened. What about falling down?

NO.5: State Power Decentralization

In the contradictory development status of the supporting industries of new energy vehicles, the State Grid finally chose to jointly invest more private capital. In March, Liu Zhenya, chairman of the State Grid Corporation of China, told the media that the charging and replacement facilities for charging electric vehicles will be “open to the public”. Those who want to invest and who have money to invest will vote.

This year, the State Grid has begun drastic reforms on the road to decentralization. From the decentralization of the charging pile market to the reform of the UHV and pumped-storage power stations, every step of the process has been extraordinary.

It was learned from the authoritative sources that the State Grid has basically decided to implement mixed ownership reforms in the three areas of DC UHV, electric vehicle charging and swapping facilities and pumped storage power stations, and is currently formulating specific operational plans.

The introduction of private capital by the State Grid in the decentralization of power brings great surprises. On the one hand, the reform of the State Grid is aimed at conforming to the trend of power reform. On the other hand, it is also to dig deeper into the perplexities of its own development. This is the development strategy of this giant company. Therefore, in this step-by-step story, who will succeed in the process of decentralization in the State Grid has become the focus of everyone’s attention.

NO.6: Charging pile "cutting battle"

Charging piles are the basis for the large-scale use of new energy vehicles. The large-scale construction of charging piles is a major plus for new energy vehicles. With the introduction of new ideas for charging piles in the new districts of the government, all localities have accelerated the construction of infrastructure such as charging and exchanging power stations (pilings) that are compatible with new energy vehicles, in order to open the “last mile” of industrialization of new energy vehicles. .

The "legal battle" of charging piles closely followed the pace of decentralization of the national grid and enabled the opening of the "last mile." Similarly, in last month, Beijing, Tianjin, Shanghai, Hefei and other cities will build large-scale charging piles by the media. Hot fried. It is not just that they have plans for the construction of large-scale charging facilities for the national demonstration cities for new energy vehicles. If these plans are implemented, there will be an upsurge of nationwide charging stations (pile) construction.

At present, the bottleneck of the development of charging piles has not been eliminated with the State Grid Corporation of China releasing the market. Another bottleneck affecting the development of charging infrastructure for electric vehicles is the lack of a unified layout. No matter whether it is a vehicle or a car, or the construction of public electric piles (stations) built by the government, the construction of charging infrastructure is basically a battle for each other. This will inevitably lead to a situation in which there is no unified planning and the east one is in the west.

NO.7: Power Reform

The power system reform has always been a key point in the power industry. In 2014, the energy reform is expected to start in multiple industries. It is reported that the National Development and Reform Commission has approved the power transmission and distribution scheme for the Yunnan direct purchasing power pilot project. The electrical reform in Yunnan may become the traction point for the reform of the power system.

The power system reform not only covers power generation groups and power grid companies, but also infiltrates the power system reform throughout the transmission and distribution industry. In the early days of the power system reform, four major reform goals were proposed: “separation of plant and network, bidding for access to the grid, separation between main and auxiliary facilities, and separation of transmission and distribution”. Judging from the practice of reform, the focus of the power system reform is to solve the "separation of plant and network."

On the road to power system reform, it has always been difficult, but so far, the power system reform has not followed the original road of marketization. The reasons for this need the understanding of the entire industry to explore and find ways and means to truly realize electrical reform.

NO.8: Transmission and distribution separately

"Separation of transmission and distribution" is an important aspect of the power system reform. After the "separation of plant and network", "separation of transmission and distribution" naturally becomes an important focus of deepening reforms.

Recently, the National Energy Administration issued the “Guidelines for Energy Work in 2014”, which clearly stated that it is urgent to issue opinions to further deepen the reform of the power system. Actively support the integration of power system reform pilots in Inner Mongolia, Yunnan and other provinces. Actively promote the direct exchange of electricity and electricity sales reform. Promote the exploration of flexible pricing mechanisms that are conducive to energy efficiency management and distributed energy development. We will promote the reform of transmission and distribution prices and propose an implementation plan for individually approving transmission and distribution tariffs.

As for the “distribution of power supply and distribution” of the power grid, it has not been possible to reach a consensus. The Energy Bureau hopes to establish the power trading market and achieve the purpose of “letting the market play a decisive role in the allocation of power resources”. “Distribution of transmission and distribution” is not a must. Options.

It can be imagined that “separation of transmission and distribution” is an important way of power system reform, but there is still a huge controversy over the use of this method. For a long period of time, the discussion of separation and distribution cannot be separated from people. Sight.

NO.9: Electricity meter bidding

The tenders for smart meters by the two grid companies of the State Grid and China Southern Power Grid can always attract the attention of the entire industry. In the case of the survival of smart meter companies in China, which mainly depends on the bidding of the two major companies, the number of tenders and the total number of successful results Can cause hot debate in the industry.

Recently, Yang Liuxi, secretary of the Board of Directors of Hao Ningda Company, stated that the number of domestic smart metering systems will be reduced this year.

With the accelerating construction of smart grids, naturally, the role of smart meters cannot be lacked. With the increasing development of smart grids, the demand for intelligent user terminals in countries all over the world is increasing day by day. According to statistics, in the next five years, smart With the construction of power grids in various countries in the world, the number of smart meters installed worldwide will reach 200 million.

In 2014, the announcement of the State Grid smart meter tender has also been announced. It is yet to be expected how the smart meters will develop in the future.

NO.10: Google Acquires Nest

Google acquired Nest, a manufacturer of digital thermostats, for US$3.2 billion and instantly set off an industry “earthquake” in the global smart home sector. Google has been spying on smart homes for a long time. Just last year, Google also released Chrome. Users can push video on their smartphones to TV screens by simply plugging them in to the HDMI port of the TV. The results have attracted praise.

Google’s $3.2 billion purchase of smart home equipment manufacturer Nest is an important gamble, which will generate more smart products. It can be seen that the siege war has only just begun.

Google's acquisition of Nest is a challenge to Apple. This new year's gambling game has also enabled many tech giants to start to look at the huge market of smart homes. The tech giants have begun to think more about whether the smart home market is profitable. At the same time, it also began to detonate the technological revolution, and the development of smart home technology will usher in a tremendous transformation.

Nowadays, the domestic smart home market has ignited the war. Not only are domestic technology bigwigs involved in the battle, international giants are also involved in the beach. The drama staged in the Chinese smart home market in 2014 will be wonderful.