Focus | Electric Power Redemption and Transcendence on the Eve of Great Changes

Just like after the reform and opening up, we have spent decades through the modernization process that Western developed countries have experienced in hundreds of years. Similarly, in the process of power transformation and upgrading under the constraints of the "dual carbon" goal, we must use a shorter time to complete the self-salvation and transcendence of electricity.

(Source: Telecom New Media Author: Guan Yongsheng)

Yi Si is in spring, and everything is renewed. The power industry's interpretation of "The Legend of the Condor Heroes" has gradually slid into the darkness of history, and the exciting melody of "The Golden Snake Dance" fills the power stage. Against the backdrop of high-quality development, power development and reform are entering the eve of great changes at their own pace.

In the Jiachen year just passed, there were many people and things in the power industry. However, there were few morning stars burned in memory minds. Perhaps this is why people feel unforgettable. Even in a long time in the future, just a thought flashed through, the memory nerve can be instantly connected, thereby calling out a clear 3D holographic projection.

Ten years of hard work. In the 10-year narrative proposed by the new energy security strategy, the "four revolutions and one cooperation" of energy and electricity gathers sand to form a tower, and the results are remarkable. The fields of energy and electricity supply and consumption have undergone fundamental changes, laying a solid theoretical and material foundation for high-quality development, and have penetrated into the social texture and influenced people's production and lifestyles.

The Energy Law unexpectedly emerged, shocking the industry insiders who have been called for thousands of times, because people have become accustomed to the "slow pace" of energy legislation and a cautious attitude of taking one step at a time. From another perspective, it is reasonable to have a timely release of the Energy Law. The market-oriented reform of energy and electricity has reached the middle stage and entered the deep waters. The improvement of the energy legal system is a strong support.

After perseverance and hard work, coal-fired power completed the "dragon rise" in the Year of the Dragon and successfully "counterattack". Behind the gorgeous turn, not only is the help of the market, but also the strong support of favorable policies. In the changing situation, coal-fired power has not yet found a "straight replacement" variety, and the capacity electricity price is a proof of its existence. However, the road ahead will still be long and difficult, and coal-fired power still needs to be searched up and down.

After throwing away the subsidy "cruts", new energy changed the arena and switched the track, staggered and "crashed into" the market, and novices were on the road, and they were discomfortable. Looking at the entire industry, the "intra-conversion" of the upstream, the "loss" of the midstream, and the "consumption" of the downstream, one by one, runs through the industrial chain, and the investment entities go from "grabbing" to "selling", as fast as white clouds and dwarfs.

The transformation and upgrading of energy and electricity is endless, with new industries, new business forms, new models and new technologies emerging one after another. What accompanies each other is the concentrated appearance and outbreak of contradictions and problems.

In just a few years, electrochemical energy storage has experienced "strong distribution" of new energy, from spontaneous follow-up by investors, to business model exploration and other changes, every process is accompanied by insightful opinions or rumors, indicating that this new business model has not entered a "stable state" and the future is full of variables. The same is true for virtual power plants.

Many problems and contradictions need to be changed and solved in a concentrated manner in the power market. Therefore, it is particularly important to establish and improve the market-oriented power mechanism.

Just like after the reform and opening up, we have spent decades through the modernization process that Western developed countries have experienced in hundreds of years. Similarly, in the process of power transformation and upgrading under the constraints of the "dual carbon" goal, we must use a shorter time to complete the self-salvation and transcendence of electricity.

We hope that the year of the snake will be lucky and the "Si Si" will be happy, which is to be full of confidence and empowerment for the future.

Stepping into the threshold of the New Year, looking back intently, a ray of light in the depths of history has projected into reality through the thick mist. Going back two rounds along the timeline, wind power and photovoltaics are just like today's new business models, not favored by others, and even abandoned them like worn-out shoes. However, over twenty years have passed, they have grown up healthily and become a forest, occupying half of the main power supply.

Time is the best medicine to cure everything. If you look at today's contradictions and problems in the next year of the snake, you will be able to see the bright moon when the clouds clear.

Building a new power system is a revolution of "breaking" and "establishing", and it is also a self-salvation and transcendence of electricity, because the traditional power system is gradually drifting away from the actual requirements, and repairing and repairing will be difficult to sustain. Therefore, the contradictions and problems in front of us still need to be down-to-earth, actively and steadily solved one by one.

There are still five years to reach carbon peak; there are still ten years to go, and China will basically achieve socialist modernization. The Year of the Snake is particularly critical.