Photovoltaic industry to embrace the energy Internet should be how to play?

The concept of energy Internet is extremely hot in our country. For the energy Internet, there is no unified, authoritative definition, there are three main points of view:

First, equate the energy Internet with the smart grid. For example, Liu Zhenya, chairman of the State Grid Corporation and secretary of the party group, proposed in the book "Global Energy Internet" that the global energy Internet is actually a strong smart grid with UHV power grid as the backbone grid to deliver clean energy as the leading factor and global interconnection;

Second, some people think that the energy Internet is the smart energy mentioned in the State Council document;

Third, the Energy Internet is a new type of energy and information flow that integrates a large number of distributed renewable energy power generation devices and distributed energy storage devices on the basis of the existing distribution network through advanced power electronics technology and information technology. Efficient grid structure. It connects large-scale centralized generator sets, distributed renewable power generation terminals, energy storage equipment, and various terminal electrical machines through automation and intelligent software and hardware, and uses Internet technology to promote the large energy network with the power system as the core. The information interaction of various equipment realizes the real-time balance between energy production and consumption.

The above three definitions, the first only focuses on the smart grid, the second only focuses on the power supply, and the third systematically summarizes the basic elements of the energy Internet, and its connotation is richer and more comprehensive. At the same time, in foreign energy Internet demonstration projects, distributed renewable energy, electric vehicles, and Internet-based power trading and service platforms are the three basic elements of the energy Internet. In summary, the energy Internet can be simply defined as an organic combination of "smart grid power facilities.

Energy Internet can realize two-way interactive distributed energy storage with the help of wide-area coordination of massive distributed devices and plug and play in the future, and can provide long-distance and large-capacity demand-side response capability. Electric vehicles, household energy storage, building energy storage, natural gas power generation and electricity to gas technology will be the key technologies for the development of energy Internet. For the global energy Internet to operate efficiently with large-scale distributed energy storage equipment, the global electricity market and dynamic electricity prices need to be supported by the system, and the peak-valley electricity price difference should be large enough to attract investors and ordinary households to actively enter the electricity market. It can be understood vividly that with the help of solar cells, every building and every open space can be "incarnated" as a power plant. Everyone not only buys energy from the "Energy Internet", but also sells energy to the "Energy Internet" and provides online shopping services online. With the help of Internet technology, consumers and producers automatically adjust their electricity consumption and production behavior according to real-time electricity prices.

Energy Internet emphasizes the integration of renewable energy and the Internet, which will subvert the traditional energy system and fundamentally solve the problem of energy security. At present, my country's dependence on foreign oil is growing too fast and there are major security risks in traditional power grids. The development of an energy Internet with distributed renewable energy interconnection will be the general trend. Due to the broad connotation and industries involved in the energy Internet, and the complex and diverse issues involved, it has been difficult to reach a consensus on the energy Internet and has not made substantial progress. However, there is a general consensus that the energy Internet is an important way to promote the development of distributed energy, and the photovoltaic industry will usher in new development opportunities.

"Internet" will reshape the development model of photovoltaic industry

At present, the "Internet" has become an important driving force for the upgrading of the photovoltaic industry, and the integration and development of the "Internet" has become the latest trend of the photovoltaic industry. Photovoltaic industry from manufacturing, application, to financial leasing and other industrial chain links have set off a wave of "Internet" innovation. Under the strong promotion of domestic subsidies and preferential policies, whether centralized or distributed power stations, my country has become the world's largest photovoltaic application market. However, due to the widespread opacity, irregularities, and information asymmetry in the photovoltaic market, the entire industry Transaction costs are higher. The big data brought by the "Internet" and the opening up of the industry will help promote the sustainable and healthy development of the industry. However, the photovoltaic industry is facing the powerful subversion ability of the Internet, and it also contains huge challenges: even if the current large-scale leading photovoltaic companies have a competitive advantage, they are very likely to be replaced by innovative "Internet" small businesses in the short term. Since the energy Internet with Chinese characteristics is a strong smart grid with UHV as the core, how to accept the development of photovoltaic distributed power has become an important part of China's energy Internet construction and energy transformation.

Power system reform, policy support and carbon emission control have an important impact on the development prospects of the photovoltaic industry.

With the advancement of the energy Internet, distributed energy will usher in new development opportunities, and the photovoltaic industry will enter a new period of development. "Electricity reform" has a key impact on the development prospects of the photovoltaic industry. Due to the power system, the phenomenon of water abandonment, wind abandonment, and light abandonment occurs from time to time. The development and utilization of new energy and renewable energy are facing difficulties, and the development mechanism is not sound. There are difficulties with renewable energy and renewable energy power generation online, and the photovoltaic industry has not yet formed a virtuous circle of mutual promotion of R & D, production and utilization.

"Several Opinions on Further Deepening the Reform of the Electric Power System" proposes to open up fair access to the power grid and establish a new mechanism for the development of distributed power generation:

First, actively develop distributed power sources. Under the premise of ensuring safety, actively develop microgrid and smart grid technologies that integrate advanced energy storage technology and information technology to improve system consumption capacity and energy utilization efficiency;

Second, improve grid-connected operation services, support new energy and renewable energy to the Internet, actively promote the effective connection of new energy and renewable energy power generation with other power grids, and earnestly implement the renewable energy power generation guarantee purchase system in accordance with the plan, and solve the problem of non-discrimination, Barrier-free access to the Internet;

Third, fully open the user-side distributed power supply market, open the user-side distributed power supply construction, support enterprises, institutions, communities and families to invest in the construction of solar energy, wind energy, biomass energy power generation and gas "thermal power cooling" cogeneration and other types of distributed power supply according to their respective conditions, and allow access to distribution networks and terminal power systems of various voltage levels, encourage specialized energy service companies to cooperate with users or build distributed power supplies in a "contract energy management" mode.

This reform has fully considered the construction of power stations and Internet access in the photovoltaic industry chain, but there is still a lot of uncertainty about whether it can be implemented in practice. Because there are still many obstacles in the construction and operation mode of distributed power supply, there is still a lot of uncertainty about whether the operation mode of "self-use, surplus Internet access and grid regulation" is effectively implemented.

To sum up, the development prospect, scale and speed of the photovoltaic industry are greatly affected by policies. If the current policies supporting the development of the photovoltaic industry and the application of products can be maintained or strengthened, and China has recently put forward the national independent contribution target (INDC), China will achieve the emission control target of carbon emission peak and carbon emission intensity reduction of 60%-65% by 2030, in the future, my country's carbon emission control will become increasingly tight, and the speed of energy structure adjustment will accelerate. In this context, the photovoltaic industry will usher in new development opportunities.

Taking advantage of the energy Internet, the photovoltaic industry will take the road of upgrading and transformation in the future.

Energy Internet can provide a new entrance for the development of photovoltaic industry. The development of the energy Internet is fundamentally the process of the promotion and popularization of distributed energy, which is divided into three steps. First, vigorously promote intelligent distributed energy, and continuously improve the proportion of distributed energy in the energy supply structure.