能源IT产业跟踪：箭在弦上，复盘国家电网数字化转型之路

Investment Rating - The report maintains a "Positive" investment rating for the industry [10] Core Insights - The digital transformation of State Grid can be divided into four phases: 1. The "Eleventh Five-Year Plan" (2006-2010) focused on establishing data and information systems from scratch 2. The "Twelfth Five-Year Plan" (2011-2015) aimed at further centralizing management systems and upgrading production systems to intelligent ones 3. The "Thirteenth Five-Year Plan" (2016-2020) saw the emergence of new departments and business models due to advancements in cloud and big data technologies 4. The "Fourteenth Five-Year Plan" (2021-2025) emphasizes the strategic importance of digital transformation amid deepening electricity reforms [5][19][36] Summary by Sections Digital Transformation Phases - The digital transformation of State Grid is categorized into four phases, each with distinct focuses and achievements, from establishing basic data systems to advancing towards intelligent business operations [5][19][36] Current Status of Core System Construction - The new generation dispatch support system (D6.0) is set to enter the promotion and construction phase in 2024, with pilot implementations already in place in several regions [6][52] - The power marketing system 2.0 has been fully operational across all provincial companies, showcasing significant upgrades in technology and business models compared to the previous version [7][43][47] Investment Opportunities - The report highlights investment opportunities arising from the digitalization trend in the power grid, driven by recent policy initiatives and increased investment in energy IT [8][56] - Key areas for investment include power distribution automation, electricity trading, and auxiliary energy services, supported by a robust policy and funding environment [8][56]