能源数智化 已成全球能源转型“必然选择”

Core Insights - The report emphasizes the strategic importance of digital and intelligent transformation in the energy sector, highlighting it as a key direction for the industry's upgrade and transition [1][4] - The integration of digital technology with traditional industries is seen as a strategic choice to seize opportunities from the new technological revolution and industrial transformation [1][4] Policy Insights - In March 2023, the National Energy Administration of China released opinions on accelerating the development of energy digitalization and intelligence, stating that the integration of energy and digital technology is crucial for modernizing the energy industry [2][3] Market Insights - According to a report by Zhiyan Consulting, the global energy equipment market is projected to reach approximately $1.21 trillion in 2024 and $1.27 trillion in 2025, with the market for energy equipment transformation driven by digitalization expected to reach $173 billion by 2025 [3] - Although the digital transformation segment represents only about 10% of the overall energy equipment market, it presents significant growth opportunities for domestic and international manufacturers, technology providers, and related service industries [3] Industry Insights - Energy digitalization is characterized as a collaborative effort across multiple industries rather than a singular focus, involving cooperation across the industrial chain, technology support, and business integration [3] - Schneider Electric, as a global leader in energy technology, applies advanced electrification, automation, and digitalization technologies across various sectors, including buildings, data centers, factories, infrastructure, and power grids [3] Conclusion - The development of energy digitalization is deemed a necessary choice to address global energy transitions, ensure energy security, and enhance industrial competitiveness, aligning with the core demands of the energy sector [4]