2024年数智技术提升需求侧资源灵活性——路径与典型实践报告

Investment Rating - The report does not explicitly provide an investment rating for the industry. Core Insights - The report emphasizes the need for enhancing demand-side resource flexibility through digital intelligence technologies to ensure the safe operation and reliable supply of electricity in the context of increasing renewable energy integration and fluctuating demand patterns [6][8]. - It outlines a comprehensive implementation path for demand-side adjustable resources, focusing on the "sensing - transmission - calculation - control" technology route to facilitate interaction with the grid [6][15]. - The report identifies key performance indicators for evaluating the effectiveness of digital technologies in demand-side management, including response rate, response speed, economic efficiency, reliability, user experience, and environmental benefits [36][39]. Summary by Sections 1. Background - The development of digital intelligence technologies is crucial for achieving China's "3060 dual carbon" goals and transforming the traditional power system into a new energy system [8][9]. - The report highlights the challenges posed by the integration of distributed renewable energy sources and the need for a robust digital grid to manage these complexities [8][9]. 2. Demand-Side Digitalization Technology Integration - The report outlines the goals of demand-side digitalization, including precise perception, data sharing, and security [12]. - It discusses the implementation path for demand-side digitalization, emphasizing the use of cloud-edge-end architecture to achieve real-time control and monitoring of flexible resources [15][16]. 3. Demand-Side Participation in Grid Interaction - Various scenarios for demand-side participation are analyzed, including industrial, commercial, residential, electric vehicle, and 5G base station interactions with the grid [19]. - Specific case studies demonstrate how digital technologies can optimize energy consumption and enhance interaction with the grid across different user types [20][22][25][27][31]. 4. Evaluation Indicators and Application Cases - The report presents a framework for evaluating the effectiveness of demand-side digitalization, focusing on key indicators that measure the impact of digital technologies on energy management [36][39]. - It includes case studies from Ningxia and Chongqing, showcasing successful implementations of virtual power plants and their contributions to grid stability and renewable energy utilization [40][43]. 5. Challenges and Recommendations - The report identifies economic, social, and technical challenges facing the implementation of demand-side digitalization, including high investment costs and the need for public awareness [46][48]. - Recommendations are provided for enhancing the integration of digital technologies in demand-side management, emphasizing the importance of collaboration among various stakeholders [53][55].