Ten thoughts on the evolution of the underlying logic of the new power system

At present, China's dependence on raw materials such as copper, lithium, cobalt, nickel and manganese is as high as 70%. On the one hand, compared with the international, the development of China's new energy industry has a huge advantage of high localization rate, taking the photovoltaic industry as an example, domestic enterprises in the upper and middle reaches of the industry are occupying a leading position in the world. On the other hand, there is still a big gap in China's key equipment and key technologies, such as wind power megawatt main bearing, IGBT, CCUS, hydrogen energy utilization, climate prediction, flexible resources, digital and other core equipment technologies need a high level of scientific and technological self-reliance.

At the same time, data, as a new production factor, will play a two-wheel driving role in the construction of a new power system. On the one hand, the new power system can realize the deep integration of physical system and digital technology, and effectively prevent the security risks caused by information network attacks; On the other hand, ensuring the security of energy and power data, social production data, economic data and other data and high-quality analytical applications will increasingly become a major development factor affecting national economic security and enhancing national competitiveness.

5. The new power system will increasingly evolve into an energy and power resource allocation system with high coupling and efficient operation mainly driven by technology, data, computing power and algorithm, including energy flow, power flow, scarcity flexibility resource flow, information flow, carbon flow and capital flow.

The policy design at different stages of development should focus on the great changes in the operation factors of the new power system, focus on the interaction and high coupling of multi-flow, promote the optimal allocation of energy and power resources, serve the high-quality development of energy and power economy and industrial economy, and promote the process of national carbon to peak carbon neutrality.

The new power system is a deeply coupled system of digital technology and physical system, driven by technology + data + algorithm + computing power, and supported by modern energy network system, information support system, national carbon trading system and energy and power market, enabling the energy industry to optimize the allocation of all factors. Realize the highly coupled and efficient operation of energy flow, power flow, carbon flow, scarce and flexible resource flow, information flow, and capital flow, and promote the high-quality development of energy and power economy and industrial economy.

Therefore, in the future policy design, on the one hand, we should attach great importance to the cultivation of new driving factors such as technology, data, computing power and algorithms, accelerate the development of a new generation of digital technologies such as "big cloud intelligent chain", give full play to the role of new key production factors of data, rely on powerful computing power and algorithms, through massive information data analysis and high-performance computing technology, and open up all aspects of information storage in the source network. Effectively integrate with other production factors such as technology and knowledge, comprehensively improve the operation efficiency of the energy and power system, and serve the new ecology of energy integration development of the industry; On the other hand, it is necessary to fully promote the multi-flow highly coupling including energy flow, power flow, carbon flow, scarce and flexible resource flow, information flow, and capital flow. On the basis of technology-driven empowerment, to promote the construction of a new power system with the digital grid as the hub, with the orderly flow of data flow and information flow, power users, power grid enterprises, power generation enterprises, suppliers and other equipment, people and things to connect, while organically integrated with other energy systems, open up power flow and energy flow.

The flexible and balanced power system enables a high proportion of new energy sources, especially wind, solar and smart grids, as well as flexible resources such as various energy storage, to be integrated with each other. With the promotion and application of blockchain and other digital technologies and data elements in carbon market trading, the carbon market and the power market develop in synergy, and the carbon flow carrying carbon measurement and trading information is imported into the energy flow and the power flow. Through the new decentralized mechanism, new model and new business form, the service flow, information flow, carbon flow and capital flow among all nodes and entities in the system are opened up. To realize the optimal allocation of energy, electricity and social resources.

The new power system will increasingly evolve into a multi-metering everywhere, multi-transaction everywhere, multi-innovation everywhere, and multi-force everywhere, which will promote various social resources, especially idle resources of all parties, to be the most widely mobilized and optimized allocation.