(1) The big data analysis industry is developing rapidly with the digital economy
As a big data sub-industry that directly empowers the digital operation of enterprises, the big data analysis industry is an important component of the big data industry. With the help of big data analysis products and services, we help enterprises realize data valorization and digital operation, so as to ultimately achieve the goals of cost reduction and efficiency increase, process optimization, low-carbon operation, product innovation, service improvement, risk management and control, and strategic decision-making. In recent years, with the continuous and in-depth demand of downstream industries for the digital operation of the whole business process, the big data analysis market has achieved good development and shown a rapid development trend.
According to CCID statistics, the size of China's big data analytics market increased from 154 in 2019800 million yuan, an increase to 231 in 2021100 million yuan, with a compound annual growth rate of 222%；In the future, the big data analytics market will continue to grow and develop, and it is expected that the size of China's big data analytics market will reach 465 in 2024300 million yuan, with a compound annual growth rate of 26 in the next three years3%。
(2) The power industry has a good foundation for the development and application of big data analysis
In recent years, with the sustained and rapid development of social economy, the power industry as a whole has shown a stable development trend. According to the statistics of the China Electricity Council, China's electricity consumption has reached 8,312.8 billion kWh in 2021, with a compound annual growth rate of 59%；In 2021, the capacity of public transformer equipment of 220 kV and above in China was 493,921 thousand kVA, a year-on-year increase of 50%；In 2021, the length of transmission lines of 220 kV and above in China was 843,390 km, a year-on-year increase of 38%。In the process of steady development, the power industry has generated a large number of data resources at the equipment end and user end of the power grid transmission, substation, distribution and power consumption, creating a good development foundation and application prospects for big data analysis technology, products and services.
(3) The acceleration of digital transformation of power grid enterprises will effectively drive big data analysis
In recent years, power grid enterprises have accelerated their digital transformation, among them, the State Grid has completed the top-level design of the full-service ubiquitous power Internet of Things, strengthened the construction of digital infrastructure, promoted the construction of the State Grid cloud, data center and business platform, and promoted the construction of relevant intelligent analysis and management systems in intelligent operation and inspection, equipment management and power consumptionVigorously develop the application of big data, strengthen the monitoring of electricity consumption data and big data analysis, tap the value of power big data, and use power big data analysis to assist decision-making.
China Southern Power Grid implements the "4321" project, accelerates the construction of digital power grid, makes every effort to build a digital southern power grid and a smart southern power grid, continuously improves the intelligent and digital level of inspection, operation, safety and other services in power transmission and transformation, and makes full use of the "cloud, big things, mobile and intelligent chain" technology in power distribution, so as to realize the intelligent asset management of distribution network equipment, the digitization of on-site operations, and the intelligent operation of power grids, and integrate digital technology into the whole process of management and operation of power grid enterprises, and drive business process reengineering and organizational structure optimization with data.
At present, the state is vigorously promoting the integration of source, grid, load and storage and the complementary development of multiple energy, and promoting the digital transformation and intelligent upgrading of the power system, so as to promote the power industry to achieve "carbon peak and carbon neutrality". Against this backdrop, the digital transformation of the power sector continues to accelerate.
In the coming period, the State Grid and China Southern Power Grid will continue to increase investment to promote the digital transformation of the entire power grid. In its 14th Five-Year Plan, China Southern Power Grid proposes that enterprises will transform into digital grid operators, and during the 14th Five-Year Plan period, the overall power grid construction will plan to invest about 670 billion yuan to accelerate the construction and modernization of digital power grids, accelerate the digital transformation of power grids, and promote intelligent services with the digital and intelligent construction of power grids, and make every effort to enhance users' sense of gainBy 2025, a digital power grid will be built in an all-round way, giving full play to the superposition and multiplication effect of "production factors" and "computing power + algorithms" of energy and power big data, and enabling the construction of new power systems.
State Grid disclosed that it plans to invest US$350 billion (about 2. ) during the 14th Five-Year Plan period23 trillion yuan), promote the transformation and upgrading of power grids, and accelerate the construction of new power systems. The State Grid and China Southern Power Grid have invested about 2 percent in the 14th Five-Year Plan90 trillion yuan, more than the actual power grid investment in the "13th Five-Year Plan" 282 trillion yuan. With the increase of investment in power grids by the State Grid and China Southern Power Grid Power Grid, the investment in power grid digitalization will continue to grow, and the construction of power grid digitalization will continue to accelerate.
In terms of State Grid, in 2020, the State Grid invested about 24.7 billion yuan in the construction of digital infrastructure covering ten major areas, including digital platforms, energy big data centers, power big data applications, and 5G applicationsAccording to the 14th Five-Year Plan and Long-Range Objectives for 2035, China Southern Power Grid Corporation (CSG) will demand RMB19 billion in fixed asset investment for digitalization during the 14th Five-Year Plan period. CCID predicts that during the 14th Five-Year Plan period, the total investment in the digital transformation of State Grid and China Southern Power Grid will reach 109 billion yuan, with a compound annual growth rate of 170%, of which the State Grid accounts for about 826%, the investment amount is about 90 billion yuan, and China Southern Power Grid accounts for about 174% and the investment amount is about 19 billion yuan.
For example, in 2020, the State Grid has completed the deployment of the headquarters and 27 provincial companies in the intranet cloud and data middle platform, which can foresee the future digital transformation of the power grid and the focus of digital investment is on the value mining of power big data, and the data resources will be managed and operated as core assets, enabling the power industry to scientific planning, intelligent operation and business model innovation. In the future, the continuous growth of investment in digital transformation of power grid enterprises will effectively drive the rapid development of the big data analysis market in the power grid field.