AI是破解电力 “稳定与灵活” 之困的关键

Core Viewpoint - AI is identified as the key to addressing the dual challenges of "stability and flexibility" in the power sector, transitioning from an "efficiency tool" to a "survival and production" necessity for digital transformation in electricity [1][10]. Group 1: New Power System Challenges - The new power system faces a core contradiction: the need to ensure "extreme stability" while accommodating a vast array of distributed resources and new business demands for "extreme flexibility" [2]. - By 2030, distributed photovoltaic capacity is expected to reach 1 billion kilowatts, and the number of electric vehicles is projected to exceed 110 million, increasing the demand for rapid response from the power system [2]. Group 2: AI Empowerment - AI is expected to play a crucial role in three major value streams, integrating deeply into the entire electricity process and ensuring system stability [3]. - The application of AI in power systems is projected to be vital as the industry enters a period of frequent instability due to the increasing share of renewable energy [3]. Group 3: Economic and Service Value of AI - AI's dual value is highlighted through its potential to enhance the consumption rate of renewable energy by 2.6 percentage points, equating to the annual output of a Three Gorges Dam by 2030 [7]. - AI is facilitating a shift in electricity trading to a "minute-level" operation, allowing households to participate in peak shaving and valley filling, thus improving both operational efficiency and customer experience [7]. Group 4: Data and Communication Infrastructure - A robust digital infrastructure is essential for AI to deliver value in the power sector, requiring high-quality real-time data and reliable communication networks [8]. - The construction of a "trusted, controllable, and traceable power data exchange space" is necessary to overcome data silos and enhance AI's effectiveness in load forecasting and fault diagnosis [8]. Group 5: AI Implementation Considerations - The application of AI must align with the strategic goals of power companies and address core industry challenges rather than pursuing technological gimmicks [10]. - The power sector is encouraged to lead in four key AI development directions, ensuring that AI technology is tailored to the complex scenarios and large-scale demands of the electricity industry [10].