Electricity is computing power, and the digital transformation of energy is unstoppable

New product: Digital energy has three levels of value. Digital energy economy will produce a new form of energy products, that is, digital energy, just as the virtual power plant is not a "visible" power plant, digital energy is not a "digital state" energy, its digital attributes have three levels: first, the energy production and consumption into the digital platform technology, so that the supply and demand sides more quickly match and interact, that is, the platform value of digital energy; The second is to use algorithms, computing power, data to realize the reconstruction of energy supply and demand, and develop a new trading variety, that is, the product value of digital energy; The third is to further expand the financial market attributes of digital energy, become a new unified measurement scale, and change the pricing method of energy in the digital era. Using digital energy as an evaluation scale to measure the level of energy use, the mapping relationship between the virtual market and the real world is established.

New market: Electricity market + carbon market + energy data market. The construction of electricity market and carbon market is a typical combination of "efficient market + government", in which, carbon trading, initial allocation of quotas, pricing mechanism, scope of participants and integration with the electricity spot market need to be fully measured, simulated and predicted, and then an energy data market for electricity trading and carbon trading is derived. The organic combination of the three markets is a powerful means to implement the goal of "double carbon".

New mechanism: Digital technology enabling system innovation and energy finance innovation. Market operation needs the active participation of multiple subjects. On the one hand, it is necessary to establish an attractive incentive mechanism; On the other hand, it is necessary to establish a mutual trust mechanism of multi-party trust. For example, the distributed energy trading mechanism using blockchain technology can adapt the characteristics of distribution and fairness to the business needs of all aspects of the source network load and storage under the new power system. In addition, in emerging business areas such as electricity credit reporting, cross-border applications of technologies such as fintech + big data + blockchain are also needed. It is foreseeable that the future energy digital economy ecological circle will be a big stage that can attract mathematicians, financial practitioners and other people outside the energy circle.

Direction: Product innovation, user market cultivation, computing power layout will be fully rolled out

Innovation always starts at the edge, and the energy digital economy will accelerate from four segments:

Digital energy product innovation aiming at the contradiction between peak load supply and demand. From the point of view of the pain point of demand, digital energy product development can generate a market for sharp energy use. At present, the peak load duration of 3% is generally not more than 30 hours, and the peak load duration of 5% is generally not more than 100 hours. With the new power system with new energy as the main body of the "double high" and "double peak" characteristics further prominent, the traditional redundant construction mode is increasingly difficult to sustain due to diminishing marginal returns. The key points of its design include: using market means to call social small and medium-sized micro power supply facilities in the peak period; Design quota certificate trading products and system models based on blockchain technology; Through power big data analysis and prediction, realize the price scale monitoring of the trading market; Cap-and-trade data can further drive financial innovation and aid grid planning.

Aim at the user market cultivation of the wall electricity market. The role of the market economy after the decline of subsidies is an important reason why capital is optimistic about the new energy track, and innovation has become the source of the continuous upgrading of the new energy industry chain. For example, Longji Group's capacity cost advantage strategy, Tongwei Group's "fishing and light one" model, and Qingneng shares' heavy truck breakthrough route are all new models and new paths emerging in the market competition, and new business opportunities will also be born around the partition wall electricity market in the future. At present, it is difficult to predict the size of the "producers and consumers" who are willing to participate in two-way interaction in a community, but it can be judged that the multi-energy complementary model represented by "flexible power + photovoltaic" will have greater space for development. Of course, the premise is to adhere to the "create more value for users" as the basic point, from the use of energy scenarios and convenience to strengthen the usability of equipment, usability design.

Aim at the power distribution of the "east number and west calculation" market. On the one hand, the spatial transfer of part of the power load is conducive to alleviating the problem of clean energy consumption in the west and north. On the other hand, the online load of the data center has the flexibility of space transfer, the offline load has the flexibility of time transfer, and both types of loads have the potential of demand side response. It is estimated that by 2025, the data center market will reach 600 billion yuan. In line with the "dual carbon" goal, the strategic value of the eastern data center and the western computing center will be fully displayed in the future.