比特与瓦特加速融合，电力物联迈入“统一底座”时代

Core Insights - The integration of digital technology and energy power, termed "bit and watt," is becoming a crucial pathway for constructing a new type of power system as the new round of technological revolution and industrial transformation deepens [1] - The Southern Power Grid is focusing on enhancing key core technology breakthroughs and building common capability platforms to promote collaborative upgrades in the digital grid technology equipment industry chain [1][2] Group 1: Digital Grid Ecosystem Development - The Southern Power Grid has implemented the "Sunshine Co-chain" platform, aggregating over 247 units to build a technically complete and self-controllable digital grid ecosystem [2] - The energy industry's trusted data space has been selected as a national pilot, enabling cross-industry data product listings and scenario integration [2] - The "Electric Harmony" (电鸿) ecosystem covers 80% of core business in the power grid and has established a national AI application pilot base to open services for the industry chain [2] Group 2: Electric Harmony System Progress - Since the release of the Electric Harmony operating system version 1.0 in 2023, it has achieved significant development, gathering over 500 ecological partners and completing nearly 1,900 terminal adaptations [2][3] - The Southern Power Grid plans to add a batch of city-level demonstration units by 2026 to promote application and product innovation widely [3] - The Electric Harmony system aims to address industry pain points by providing a comprehensive solution that connects chips, terminals, platforms, and applications [3] Group 3: Future Development Plans - The Electric Harmony system will advance in three phases, focusing on creating a unified ecosystem from micro-sensors to high-performance servers, overcoming core technology bottlenecks, and deepening AI integration [4] - The Southern Power Grid has initiated research for version 4.0 of the Electric Harmony system, primarily focusing on Electric Harmony + AI to lay the foundation for future intelligent applications [4] - The integration of electricity, carbon, and computing is seen as a core support for the new power system and the national integrated computing network [5] Group 4: Carbon Management Initiatives - The Southern Power Grid is integrating carbon management into core operations, exploring new value growth points through a systematic approach [5] - The company has established an internal carbon market system covering multiple levels, linking carbon emissions costs and reduction benefits directly to unit assessments [5] - These initiatives signify a strategic shift in carbon management from compliance to enhancing international competitiveness and expanding into emerging business areas [5] Group 5: Vision for the Future - The Southern Power Grid emphasizes the need for technology innovation driven by the demands of the new power system, with a forward-looking layout for AI-native applications and autonomous key technology systems [6] - The company aims to deepen open collaboration and ecological co-construction to release multiplier effects of digital empowerment for high-quality development in the energy and power industry [6]