In recent years, State Grid, China Southern Power Grid and other enterprises continue to increase investment in digital transformation to improve their intelligent and digital operation and management level, which also directly promotes the in-depth development of big data analysis market in the power industry. The power industry has become an important downstream field of big data analysis. CCID has made systematic research and prospect.
1、 Market Overview
According to the composition of the industrial chain, the power industry mainly includes five links: power generation, transmission, transformation, distribution and power consumption. At present, the application of big data analysis technology in the power field involves all links from power production to power use. Among them, power network links such as transmission, transformation, distribution and power consumption are important fields of big data application. From the point of view of big data, such as the division of power grid monitoring equipment and operation service, it also includes the analysis of big data on the two sides of power grid.
On the power consumption side, the power grid will generate a large amount of data during operation. Through data mining, we can extract implied valuable data from a large number of actual operation data, quickly collect, screen, analyze, summarize and display the information needed by decision-makers, realize the visual presentation of complex data, label user information and present customer portraits. Smart application of power user side is one of the typical scenarios of the Internet plus intelligent energy system. Smart energy system based on advanced digital technology can help Power Grid Corp to fine manage its own energy consumption, accurately and quickly locate high energy consumption, high carbon emission electricity ring, and intelligent analysis of customer power consumption, so as to optimize the power dispatching and matching scheme, so as to improve the efficiency of electricity consumption and improve management efficiency. Improve the service quality of power supply, ensure the safety of power supply and reduce carbon emissions.
On the equipment side, cloud computing and big data technology are used to build a heavy overload early warning model to effectively predict the heavy overload of distribution transformer; Through the establishment of equipment energy efficiency model, carry out real-time load analysis and prediction, and optimize energy consumption, energy efficiency and energy consumption management; With data analysis and robotics as the core, it realizes quantitative assessment and automatic intervention of business application health, analysis of system failure causes, rapid and accurate positioning, risk early warning and prediction, etc.
Other aspects include using data model to scientifically plan investment and select the optimal scheme of renewable energy investment; Build a multi scenario power grid planning based on data analysis, and select the power grid planning scheme with the best security, reliability and economy; Optimize the charging and discharging decision-making model, automatically adjust the charging and discharging parameters, and improve the utilization and economy of energy storage facilities; By integrating power big data with external data such as government, enterprise, consumption, environment and weather, build power big data analysis model, and create application scenarios such as power economic index, supply chain finance and multi-dimensional portrait of enterprises.
According to CCID statistics, in 2021, the power sector accounted for about 5.6% of the downstream industries in China’s big data analysis market, and the market scale was about 1.29 billion yuan. At present, the overall scale of the big data analysis market in the power industry is relatively small. The national policy defines the direction for the future big data analysis in the power field. The “14th five year plan” big data industry development plan proposes technologies based on big data analysis and mining algorithms, optimization strategies and visual display in the power field to strengthen the in-depth application of big data in power generation, transmission and transformation, power distribution and power consumption; Carry out extensive collection of power consumption information and online analysis of energy efficiency, so as to realize the interaction of source network load and storage, multi energy coordination and complementarity, intelligent regulation of energy demand, etc. In the future, the big data analysis market in the power field will continue to grow steadily.
2、 Market competition
(1) Competitive situation
China’s big data analysis industry has a relatively small number of participating enterprises in the power field compared with the big data industry as a whole. The competition situation of enterprises in the industry has two major situations: competition and cooperation, as follows:
Competitive relationship: in recent years, China’s big data analysis industry has developed rapidly, and the competition in the industry continues to intensify. The enterprises forming the competitive relationship mainly include professional big data analysis enterprises such as bailing data, Merrill Lynch data, minglue technology, yilaixin and digital energy. These enterprises have products or solutions in similar or different application directions in the field of big data analysis in the power industry, forming direct competition in the power field.
Competition and cooperation relationship: the integrated development of big data analysis technology and the modularity of related product application fields make it necessary to form a joint force with the help of multi-party cooperation in the process of providing services to customers in order to provide systematic solutions for customers. Therefore, the degree of competition and cooperation in the field of big data analysis is strengthened, and the competition and cooperation relationship between enterprises can enable enterprises to cooperate with each other in their advantageous fields, so as to realize business complementarity and win-win cooperation. The enterprises forming competitive and cooperative relationship mainly include professional big data analysis enterprises such as bailing data and Merrill Lynch data, as well as traditional it big data and power information enterprises such as Lanxin technology, Haiyi software and Hengshi technology.
There are both competition and cooperation among industry participants. Through industrial chain division and cooperation and complementary products and services, they have jointly promoted the rapid development of big data analysis market in China’s power field and accelerated the digitization process of power industry.
(2) Market share
As most of the enterprises in the industry are non listed companies and belong to market segments, and the relevant data are difficult to obtain, CCID conducted research on the key big data analysis enterprises involved in the power field, and made a preliminary comprehensive judgment in combination with its own database: in 2021, the market share of Bailing data, Merrill Lynch data and Lanxin technology among the key big data analysis enterprises in the power field in China was about 28.3%. Among them, the market share of Bailing data is about 14.3%, Merrill Lynch data is about 7.2%, and Lanxin technology is about 6.8%. The above three enterprises belong to the leading big data analysis business participating enterprises in the power field, and their scale is in the forefront of the market.
3、 Development prospect
In recent years, power grid enterprises have accelerated their digital transformation. Among them, the State Grid has completed the top-level design of full-service ubiquitous power Internet of things, strengthened the construction of digital infrastructure, promoted the construction of State Grid cloud, data middle platform and business middle platform, and promoted the construction of relevant intelligent analysis and management systems in intelligent operation inspection, equipment management and power consumption; Vigorously develop the application of big data, strengthen the monitoring and analysis of power consumption data, tap the value of power big data, and assist decision-making with the help of power big data analysis. China Southern Power Grid implements “4321” top ten