电改下，储能企业如何深水突围？

Core Viewpoint - The article discusses the ongoing transformation of China's electricity market towards a more market-oriented approach, highlighting the challenges and opportunities presented by the integration of new technologies such as big data, artificial intelligence, and the Internet of Things in energy operations [2][20]. Group 1: Market Development - The scale and scope of electricity spot trading are expanding as renewable energy generation enters the electricity market, with 22 spot markets currently in trial operation within the State Grid's operational area [1]. - Seven regions, including Shanxi, Guangdong, Shandong, Gansu, Inner Mongolia West, Hubei, and Zhejiang, have established inter-provincial electricity spot markets [1]. Group 2: Challenges in Market Transition - The electricity market is entering a "deep water zone" of marketization, where diverse participants face challenges such as complex decision-making scenarios, inefficient utilization of vast market data, and increased operational risks due to frequent price fluctuations [2]. - Traditional management methods are inadequate for the new market environment, necessitating the integration of advanced technologies to build an intelligent energy operation system [2]. Group 3: Technological Solutions - Hongzheng Energy has introduced an "Electricity Trading Decision Support System" that focuses on data analysis, trading strategy optimization, and stable equipment operation, providing a comprehensive solution for market participants [4]. - The system utilizes a "data + intelligence" dual-core approach, creating a closed-loop structure of "decision-execution-保障" to facilitate participation in electricity trading [4][18]. Group 4: Data Integration and Analysis - The system breaks down information silos by integrating private data from stations, public market data, and dynamic weather data, establishing a multi-source perception and deep analysis network [7]. - It employs optimization algorithms to assist in production trading strategies, enhancing the efficiency of decision-making [7]. Group 5: Strategy Optimization and Performance Tracking - The decision support system generates daily bidding strategies based on price predictions and market analysis, dynamically tracking policy changes to ensure strategy adaptation [9]. - A closed-loop strategy optimization process is implemented through pre-review, verification, and summary, allowing for real-time analysis of trading performance and market trends [13]. Group 6: Equipment Stability and Safety - The stability of equipment is crucial for executing trading strategies, and Hongzheng Energy has developed a comprehensive system for ensuring stable operation through data analysis, fault warning, and intelligent maintenance [14][16]. - The system monitors battery health and triggers safety alerts, ensuring the safe and stable operation of energy storage systems [16]. Group 7: Future Outlook - As the national unified electricity market accelerates, intelligent solutions like those offered by Hongzheng Energy are expected to gain broader application, enhancing the market's efficiency and supporting the dual carbon goals [20].