Virtual power plants, the first leader in smart grids, are expected to rise

Mondo Finance Updated on 2024-03-07

The buzz around virtual power plants has been raging since the summer of 2022. Looking back at September 2021, the power shortage in some parts of the country is still fresh in people's minds, and the high temperature in the summer of 2022 is like a fire, which not only frequently refreshes meteorological records, but also makes the cooling load in various places rise sharply, forcing the industry to fall into the dilemma of power rationing. Just when people feel helpless about the dilemma of electricity, the virtual power plant is like a savior of wisdom, with its unique charm into people's field of vision. The virtual power plant, an innovative solution, is like a skilful conductor who is able to manage load fluctuations in detail. It harnesses the magic of digitalization to bring together massive and scattered loads into a powerful whole, just like the stars converge into a brilliant galaxy. According to the subtle changes in power supply and demand, and the rhythm of electricity price fluctuations, it skillfully adjusts the load level inside the virtual power plant, like a dancer dancing with the rhythm of **. Such flexibility and adaptability make the power grid dispatch more accurate, and the safety and stability can be responded to quickly, which is like injecting a boost into the stability of the power system. The emergence of virtual power plants not only relieves the pressure of electricity, but also shows the infinite possibilities of human beings for the power of science and technology. It is the result of wisdom and power, revealing a new future: a smart, efficient and stable world of electricity beckons.

While the virtual power plant may seem limited in its ability to improve load-side demand response on the surface, when empowered by the wings of digital technology, it is able to soar through the skies of load-side management, achieving feats of automation and rapid response. With the help of deep insights of big data technology, the virtual power plant is like a smart miner, digging deep into the infinite potential of user load regulation. These advantages, in the current limitations of technology and manpower, are like bright stars, out of reach. At the same time, the rapid development of AI is like the warm sun of spring, warm and dazzling. The popularity of ChatGPT, like a spring breeze, is accelerating the implementation of applications in various industries. In the field of electric power, this once quiet corner has also shown the vitality of multi-link demand in the spring breeze of AI. The collision of virtual power plants and AI will bring unprecedented change and vitality to the power field.

Virtual power plants, as the shining pearl of the integration of AI and electric power, are becoming a stage for AI technology to show its talents. As its core function, regulation and management complement the advantages of AI technology. The addition of AI not only greatly improves the efficiency and accuracy of analysis, but also enables virtual power plants to cope with complex power demand. It is worth mentioning that the virtual power plant mainly affects the level of electricity consumption at the B-end, and has a relatively small impact on the overall stability of the power grid, which creates favorable conditions for it to take the lead in accessing the application of large models. Recently, the national high-level issued a notice on regional power grid transmission** and related matters in the third regulatory cycle, marking that this round of transmission and distribution price reform has made important progress in improving the regulatory system and promoting the construction of the power market. At the same time, the North China Energy Regulatory Bureau has put forward five recommendations to accelerate the construction and demand-side management of virtual power plants in North China in response to the expected power shortage of 2.5 million kilowatts in North China this year. The dual drive of these favorable policies and the internal demand of the power grid has ushered in a period of rapid development of virtual power plants. Looking ahead, with the continuous advancement of AI technology and the increasing maturity of the power market, virtual power plants will play a more important role in ensuring power**, optimizing resource allocation, and facilitating energy transition. Let's look forward to the wonderful blooming of this new chapter of smart energy.

After my research and review, I have screened out several potential "virtual power plant" concept stocks, especially the last one, which has a very high certainty opportunity and is recommended to collect.

Canaan Smart. The company's core technology and products are mainly used in the construction of domestic smart grids, and the company's smart energy meters, concentrators, energy controllers, fusion terminals and other products can realize the functions of two-way metering and data acquisition required by virtual power plants, and can be used with remote systems to achieve scheduling management and adapt to the construction of virtual power plants.

Wansheng Intelligence. The company's main products, smart meters and electricity information collection systems, are widely used in smart grids, virtual power plants and other power consumption fields. The company's smart energy meter has a two-way metering function, which can measure the output on-grid electricity of photovoltaic power generation and the electricity consumption of users input to the power grid.

Keyuan wisdom. The company's smart power plant business starts from the three levels of intelligent management and control, intelligent control and intelligent equipment of the power plant, covering a number of characteristic modules such as three-dimensional virtual power plant, personnel positioning safety production management system, boiler CT and combustion optimization, fault diagnosis system, boiler anti-wear and anti-riot diagnosis system, optimized operation system, condenser cleaning robot and cold end optimization, and the smart power plant business has been put into operation in Datang Jiangyan and other power plants.

Youxun. The company is a comprehensive solution provider of the Internet of Things, and has been deeply engaged in the field of smart grid for many years. At present, the company has certain technical reserves in smart metering technology and information and communication technology for virtual power plants.

I also selected a "virtual power plant" concept that is about to be launched, and Hillhouse Capital is heavy on the chips, which is expected to double the main rising wave.

The company is an enterprise specializing in the research and development, production and sales of software and hardware products of power distribution automation systems and power automation systems, as well as power distribution automation engineering and technical services. As the leading business of the power grid company, the company actively lays out the development of smart grid and new power grid. The core business products cover the main links of the power system, and have the overall solution capabilities, core equipment manufacturing capabilities and engineering service capabilities in the fields of intelligent power distribution, intelligent substation, and intelligent power consumption.

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