Recently, the "Ubiquitous Power Internet of Things" has reached the top of the stock market. The stocks in the power grid industry chain broke out in a frenzy, and the daily limit stocks accounted for one-third of the number of stocks in the two cities, firmly occupying the core position of the hot spot.
Ubiquitous power Internet of Things brings investment opportunities across the entire industry chain from terminal awareness to cloud intelligence applications.
The ubiquitous power IoT architecture can be divided into the sensing layer, the communication layer, the platform layer, and the application layer from bottom to top. Its construction can drive a complete IT system from the terminal-aware on-site collection components, communication access, LTU TE-230 power private network, national network cloud platform, and online applications for internal and external services. Construction needs have increased.
Based on data from the Intelligent Transmission and Distribution Equipment Industry Technology Innovation Strategic Alliance,After the completion of the ubiquitous power Internet of Things is expected to access more than 2 billion terminal equipment in 2030, or will promote the construction of 100 billion-level power information, the relevant power IT companies are expected to fully benefit.
What is the power of the Internet of Things?
The Ubiquitous Power IoT is becoming The most important task of the current national network
The ubiquitous power Internet of Things construction plan has been brewing for more than a year.
In the beginning of 2018, the State Grid Corporation’s information and communication work conference has proposed to build a full-service ubiquitous power Internet of Things, building smart enterprises and leading excellence. Competitive world-class energy Internet enterprise construction.
After then, Huawei and Nanrui Xintong responded positively.Launched the IoT-G230MHz "Enable Full Service Ubiquitous Power Internet of Things" solution (which is based on 4.<5>5G, a 5G-oriented solution, tested by the Institute of Electric Power, With 9 major advantages such as full frequency band and anti-interference, Wang Jiye, vice president of the Electric Power Academy, published a special report to further clarify the architectural form of the ubiquitous power Internet of Things, and the industry's attention has been improved step by step.
With the clarification of how to build a ubiquitous power Internet of Things concept, the pace of deployment of State Grid is also accelerating.
This year, the two sessions officially proposed the construction of the "three-type two-network" strategic goal (two networks: strong smart grid and ubiquitous power Internet of Things) planning.
On March 8th, Chairman of the State Grid, Wei Wei, and the leaders held a special deployment meeting on “Pan-in Power Internet of Things” in Beijing. The most urgent and important task of the State Grid is to accelerate the construction of the ubiquitous power Internet of Things.The high level of ubiquitous power Internet technology strategy is self-evident.
The meeting proposed a two-stage strategic construction arrangement. By 2021, the network will be initially established, and business collaboration and data integration will be basically realized, and the objectives of unified IoT management will be initially realized. The network will be built by 2024 to fully meet the requirements of business collaboration, data access and unified IoT management.
As a smart service system that realizes the interconnection of all things in the power system, human-computer interaction, and comprehensive state perception, the ubiquitous power Internet of Things is at the national network level. The unified promotion is expected to accelerate the business development of related companies.
How to understand the ubiquitous power Internet of Things?
"ubiquitous network" is a widely-existing network that is omnipresent, all-encompassing, and omnipotent as a basic feature to achieve at any time, any place, anyone, Anything can communicate smoothly as a goal.
Ubiquitous power Internet of Things is to fully apply modern information such as mobile internet and artificial intelligence around all aspects of the power system. Technology, advanced communication technology, realize the interconnection of all things in the power system, human-computer interaction, intelligent service system with comprehensive state perception, efficient information processing and convenient and flexible application. Its essence is to realize various information sensing devices and communication information resources. (Internet, telecommunication network and even power communication private network),Thereby forming a physical entity with self-identification, perception and intelligent processing.
The four characteristics of ubiquitous connectivity, terminal intelligence, data sharing, and service platformization.
What is the intention of ubiquitous power Internet construction?
Ubiquitous power network It is a necessary link for a strong smart grid to upgrade to the energy Internet
The State Grid plans to fully build a smart grid in 2020, and now has a solid foundation
In January 2019, the State Grid Corporation held two sessions in Beijing. At the meeting, the goal of building a "three-type and two-network" was proposed. The so-called two networks refer to a strong smart grid and pan. In the power of the Internet of Things.
Strong smart grid is based on the strong grid of UHV backbone grid and coordinated development of all levels of power grid, supported by communication information platform, with intelligent control as the means, including power system power generation, Transmission, substation, power distribution, power consumption and scheduling of various bad sectors, covering all voltage levels, characterized by informationization, automation and interaction, to achieve the strong integration of "power flow, information flow, business flow" integration Modern grid that is cost-effective, clean, environmentally friendly, transparent, open, friendly and interactive.
Since China’s East China Power Grid proposed the “Smart Grid Feasibility Study Project” in 2007, After more than 10 years, the current domestic distribution network automation and smart meter coverage have achieved significant improvement.
In accordance with the State Grid plan, 2020 will be fully built into a strong intelligence The power grid, technology and equipment have reached the national leading level.
Subdivided targets can be divided into seven aspects: power generation, transmission, substation, power distribution, power service, dispatching, and communication information platform.
At present, the smart grid runs smoothly, and the ubiquitous power Internet of Things still has difficulties. From the perspective of “two networks”, the smart grid operation has been fully tested by the market.
The ubiquitous power Internet of Things, which is mainly supported by new information and communication technologies such as “Dayunwuzhizhi”, has difficulties. The power industry has a series of specialities. For example, the production, supply and marketing of power products are instantaneous, they cannot be stored, and investment is difficult to be effective in the short term. Social benefits cannot be calculated by financial measures, etc., “Dayunwuzhizhi” should be applied in combination with the unique attributes in the power field.
Energy Internet is an inevitable form of compliance with energy development
Building and operating well" "Two networks", its ultimate goal is to achieve the goal of building a world-class energy Internet company.
The composition of the energy Internet requires smart grid and ubiquitous power Internet of Things The in-depth integration of the "two networks" is therefore indispensable for the construction of the power Internet of Things.
Energy Internet is the basic platform for the interconnection of energy sources such as source, network, Dutch, storage and people.Energy participants may have both the dual roles of energy production and consumption, realize the mutual transformation and optimization of multiple energy sources, and realize the "Internet"-style two-way interaction and equality through the three streams of energy flow, business flow and data flow. Sharing and value added services.
Energy Internet is a typical industrial Internet of Things, with the grid as a network hub connecting energy production and energy consumption. Through the deep integration of advanced information, communication, big data, artificial intelligence, and Internet technology, we will build interconnection, holographic perception, efficient analysis, and intelligent control of the links of transmission, transmission, distribution, utilization, and storage. Flexible sharing of the ubiquitous power Internet of Things to achieve real-time matching of energy supply and demand, security and economy, intelligent response, and efficient services.
The two-network integration strategy is an effective way to break the bottleneck of the current traditional power industry
The increase in the proportion of new energy leads to changes in the shape of the power grid, the adjustment of electricity tariffs, the pressure on the operation of traditional power companies, and the development of the digital economy to promote the development of the social economy. This is the three prominent problems facing the power industry. The energy Internet is the energy source. And the product of the development trend of digital information fusion, hope to solve the above problems, and building a ubiquitous Internet is an effective way to develop and change.
We believe that the “three-type and two-network” energy network strategy proposed by the State Grid is an effective way to solve the above three problems. In the future, based on many Internet technologies and models such as 5G and artificial intelligence, it is expected to empower traditional power grids.
Ubiquitous power internet of things is an important jigsaw for the strategic goal of the "three-type two networks" of the State Grid
In January 2019, the State Grid Corporation of China held two internal conferences in Beijing. The meeting proposed the goal of building a “three-type and two-network”. The third type refers to the construction of an energy Internet with hub, platform and sharing characteristics. Enterprises, the two networks refer to the construction and operation of a strong smart grid, ubiquitous power Internet of Things.
Zeng Ming, director of the Energy Internet Research Center of North China Electric Power University, said: " The "three-type two-network" strategy proposed by the State Grid, the "three-type" is the goal, and the "two networks" is the means to achieve the goal.
Strong smart grid,Mainly refers to the supply side of energy, or the power supply side, mainly emphasizes the coordinated development of multi-level power grids with UHV as the backbone grid, that is, “strong smart grid”.
It is very critical and is the necessary foundation for structural reforms on the energy and power supply side of China.
Ubiquitous power Internet of Things, focusing on the user side or the demand side of energy, refers to the use of "big cloud things to move wisdom" (big data, cloud computing, things Advanced information and communication technologies such as networking, mobile Internet, smart city, etc., to promote diversification, low-carbon clean and integrated development on the energy demand side, improve energy efficiency and reduce negative impact on the environment, thereby achieving energy consumption and operation and maintenance costs. Constantly lowering and better meeting the needs of users for multiple energy sources.
It can be seen that the strong smart grid on the supply side and the ubiquitous power internet of the demand side are both “one supply and one demand”, closely related and unable to Split. In the long run, it will promote the coordinated interaction of source-network-load-storage.Reduce the "three abandonment" and effectively make up for the shortcomings in the development of renewable energy.
The interaction between the two networks is the interaction between the demand side and the supply side, that is, the strong smart grid and the ubiquitous power Internet of Things can achieve coordinated interaction. - This is the significance of the "two networks" proposed by State Grid Corporation.
How much market potential can the ubiquitous power Internet of Things bring?
Ubiquitous power Internet of Things is divided into terminals, networks, The five major systems of platform, operation and security
In 2018, the State Grid proposed the concept of ubiquitous power Internet of Things.Start building SG-eIoT.
According to the planning, the entire "SG-eIoT (electric Internet of Things)" system will be divided into five major technologies: terminal, network, platform, operation and maintenance, and security. The system will open up five major business scenarios, such as transmission and transmission, substation, distribution, electricity, and operation, and access the intelligent IoT devices of each business segment through a unified IoT platform to formulate various types of power terminal access. The system's unified channel, data model, and access mode to achieve plug-and-play of various types of terminal equipment.
Wang Jiye, deputy dean of the Academy of Electric Power, proposed the ACNET information communication system to further clarify the role of the ubiquitous power Internet of Things in the future power grid.
Building ACNET support technology system, through hundreds of millions of sensors, physical quantity, electrical quantity, state quantity, environmental quantity, The total amount of physical information such as the amount of behavior;The information transmission system will start with 5G communication technology and combine high-density satellite system to form an air-ground integrated communication platform;
Storage and computing equipment will be based on large The data platform/artificial intelligence platform adopts advanced chip technology and collaborative computing technology to greatly improve the computing power and form a "supercomputer" with artificial intelligence as the core.
The whole architecture can be divided into five levels: terminal information collector (sensor, RFID, etc.), edge computing, communication network, cloud platform, artificial intelligence, satellite and The information transmission system formed by<5>5G technology will become a key force for ubiquitous network implementation.
The core of edge computing is an open distributed platform, ie in the network Providing network, computing, storage, and application services close to the data source to meet the demands of the industry's digital transformation in connectivity, intelligence, real-time, data optimization, and security. Hu Xiaojing, vice chairman of the Experimental Platform Group of the Edge Computing Industry Alliance, pointed out that “edge computing is the bridge between the physical world and the digital world, the gateway between the cloud and the Internet of Things.”
According to IDC statistics, there will be more than 50 billion terminals connected to devices by 2022. More than 75% of the data in the future needs to be analyzed, processed and stored on the edge of the network.
Communication network communication network can be divided into three major networks—backbone communication network, distribution communication network and terminal access network
backbone communication network:
cross-domain cable routing shortage, SDH bandwidth limited, channel customization and service differences Insufficient capacity to meet the long-distance transmission, large-scale consumption, long-distance interaction and other services with large bandwidth, high reliability, ultra-low latency, high-precision synchronization.
Based on M-POTN to build a minimalist architecture (1 technology for 1 network), long-distance large-capacity (1000km, single-wave 100G), low latency and high reliability, bandwidth on-demand adjustment, business speed opening, full A new generation of cognitive bearer network with network synchronization (ns level), implementing Network as a Service (NaaS).
Distribution Communication Network
Traditional Fiber Optic Communication(EPON) coverage is limited, and the new distribution network business requires flexible network connection In order to meet different QoS requirements, the distribution communication network needs to be further improved in terms of coverage, transmission capacity, and network flexibility.
Terminal Access Network
With the business system construction, the technical system, data model and interface protocol are not unified, the frequency of collection tends to be quasi-real-time two-way interaction, and the IP address of the mass communication node is limited. There is an urgent need to build heterogeneous convergence, extensive coverage, and direct interconnection of terminal access networks.
With 230MHz private network and
Cloud platform is an Internet-based computing platform, shared hardware and software resources and information can be provided to computers on demand Various terminals and other devices, mainly providing computing support, application development and data fusion.
"State Network Cloud" is a computing platform and algorithm platform for ubiquitous power Internet of Things, including enterprise management cloud, public service cloud and production control cloud (referred to as "three" Duoyun), covering resources and services in different regions, consists of an integrated “State Network Cloud” platform (referred to as the cloud platform) and various business applications supported by it.
Artificial intelligence through simulation, extension, and extension of human intelligence, through machine perception, machine learning Technologies such as machine thinking and intelligent behavior replace humans for analysis, judgment, optimization, and decision-making, and respond to randomness and uncertainty through intelligent calculations.
Electric artificial intelligence is the "special artificial intelligence" formed by the related theories, techniques and methods of artificial intelligence and the physical laws, technologies and knowledge of power systems.
At present, satellite communication and remote sensing data mainly depend on social universal satellites, which have (1) low real-time performance and high cost of use; (2) difficult scheduling and limited resources; and (3) key constraints such as insufficient power demand fit.
Therefore, combined with the spatial and temporal distribution characteristics of the energy Internet, launching a power multi-load integrated satellite with grid characteristics is the core foundation for building power PNTRC, for the energy Internet and The ubiquitous development of the power Internet of Things provides a reliable source of data and system support.
5G technology is the fifth generation mobile communication network technology, its peak theoretical transmission speed can reach tens of Gb per second, hundreds of times faster than the transmission speed of 4G network, with wide coverage, low power consumption, low cost, efficient connection, etc. Features can be widely used in the low-power wide coverage (LPWA) IoT market.
5G is equivalent to Bluetooth or infrared signal,However, one of its base stations can drive more than 200,000 terminals with a transmission distance of 10km.
For example, a community can manage all water meter gas meters through NB-IoT, and one factory can manage all of them through NB-IoT. Equipment operation monitoring air conditioning firefighting, etc.
The Ministry of Industry and Information Technology issued the "Notice on Comprehensively Advancing the Construction and Development of Mobile Internet of Things (NB-IoT)" in 2017, and plans to reach 1.5 million 2020 NB-IoT base stations. The number of NB-IoT connections will reach 600 million.
5G technology is widely used in power systems. Based on its performance characteristics, it can realize the following four most representative business needs: intelligent distributed distribution automation, millisecond precision load control, active distribution network differential Ultra-high reliability and ultra-low latency required for protection of industrial control downlink services;
Low-voltage power information collection, smart car charging station/pile, distribution Massive terminal access requirements for information collection type uplink services such as power supply access;
Status of power transmission and transmission line monitoring, High-definition video return demand and dispatching telephone, management telephone, remote inspection, emergency communication, etc. required for remote inspection, substation robot inspection, AR remote monitoring, etc., need high security, high reliability, high connection High-definition voice communication requirements for rate and HD call quality.
How big is the market potential facing the terminal?
The ubiquitous power Internet of Things has great potential for application and will continue to be upgraded in the future. At present, more than 500 million terminal devices are connected to the State Grid system (including 450 million meters, and tens of millions of protection, collection and control devices). The number of devices connected to the SG-eIoT system is planned by the State Grid to 2030. It will reach 2 billion, and the entire ubiquitous power Internet of Things will be the largest IoT ecosystem for access devices.
The clear planning for distribution automation and smart meter coverage will increase significantly. China National Development and Reform Commission and Energy Bureau proposed to build a smart grid system that is safe, reliable, open, compatible, two-way interactive, efficient, economical, clean and environmentally friendly in 2020, in the National Energy Administration's action plan for the issuance and distribution of distribution networks (2015-2020) The Notice of the Year requires that the nationwide distribution automation coverage rate will increase from 20% in 2014 to 90% in 2020.
The terminal application market new energy installed capacity and new energy vehicle sales continue to increase, resulting in a wider terminal access space.
Based on the ubiquitous power Internet of Things involving terminal information collectors (sensors, RFID, etc., edge computing, communication network, cloud platform, artificial intelligence, five levels, the benefits of the standard, the software and hardware two dimensions are worthy of attention.
Software: Minjiang Hydropower (Imported to inject some assets of State Grid ICT Group, hope to become the important asset securitization platform of ICT Group, the main force of the State Grid ubiquitous power IoT business. Business transformation and upgrade includes cloud network convergence infrastructure, cloud Platform, "Internet +" industry cloud applications (ERP, power marketing, energy trading, etc.Have growth potential).
Guodian NARI (Nanrui Xintong Subsidiary's business includes basic big data platform, grid production management information software, network security products, communication equipment products, etc. It is another major ubiquitous power Internet of Things in the national network system.
Highlight Software (State Network E-commerce Company shares, mainly engaged in ERP soft solutions and solutions for power companies).
Henghua Technology (power design software leader, with software platform for placement, etc.).
Hardware: Mainly concerned with the main terminal information collection products in the field of power equipment, such as Jinzhi Technology (mainly distribution network automation, power information transmission Equipment FTU and other national networks won the bid), Haixing Power (smart meter quality private enterprises, reserve a number of power Internet of Things technology), Xinlian Electronics (main information system acquisition equipment).