For energy companies, whether it is right or not, the "barbarians" at the door seem to be really entering the door. Ali and Tencent are vying to arrange Internet ++, and the competition between the two sides has been going on for some time. However, the first direct announcement of the connection to the power grid was the result of Ma Huateng’s trip to Chengdu last week. According to the cooperation agreement between State Grid Sichuan Electric Power Company and Tencent, the "Internet ++ Grid" project of both parties will focus on the "Internet +" solution, with Tencent Smart City as the platform and relying on the State Grid Sichuan Power's power intelligent service. And brand building needs, combined with Tencent's leading edge in the fields of network social, cloud computing, big data, etc., in the field of smart power, marketing services, brand building and other business cooperation. Before Tencent, Alibaba Group has also been involved in the energy and power industry. In April of this year, China's photovoltaic inverter faucet Sunshine Power signed a cooperation agreement with Alibaba Cloud to provide customers with intelligent solar power plant design, construction, intelligent operation and maintenance and other related services based on Alibaba Cloud computing platform; Alibaba Cloud became the sun power source for wisdom An important partner in the business areas of photovoltaic power plants, energy internet, cloud computing, and big data. Through Alibaba Cloud to provide massive computing, storage and network connectivity, Sunshine Power's “Smart PV Cloud†can establish a standardized and refined operation and maintenance management platform for users to realize real-time standard data information sharing and automation management of all PV power plants. , power plant equipment failure warning, remote expert consultation and big data analysis, revenue settlement, knowledge base construction and other functions. The energy industry, which has long been known for its traditional, conservative and heavy asset attributes, whether passive or active, is being re-baptized by the "Internet +" tide that has swept the country. However, including the case of Tencent and Alibaba mentioned above, most of the Internet companies and the energy and power industry are only trying to try the water temperature. The energy and power industry is loved and feared by Internet companies because Internet companies are investing in energy. The strengths and weaknesses of the power industry are very obvious. Internet giant advantage 1 directly connected with hundreds of millions of consumers As the basic driving force for the normal operation of human society, energy and electricity are ubiquitous in the life and production of ordinary people, and with the electrification of vehicles, especially the popularity of electric vehicles, human society will be fully electrified. However, traditional energy and power production and distribution companies are seriously lacking in the awareness of serving consumers for various reasons, and there is no suitable service window for consumers. This is precisely the Internet company represented by BAT enters the largest energy and energy industry. Advantage. Internet-based enterprises are completely consumer-oriented genes, hundreds of millions of stock users, and the ability to interact with users through various terminals. It is far from difficult for energy and power companies to look back. This is why the grid needs WeChat help to provide online users. The reason for the service. Internet giant advantage 2 platform layout to enjoy data resources BAT's development direction over the years is platformization, and it is committed to building an Internet ecosystem around the company's core business. The resources that the three companies can control are far beyond the business of their own companies, including consumer spending, media and entertainment, finance, and transportation. Logistics, home housing, intelligent hardware, medical health, education and other education sectors, and information exports and service exports in almost all social life areas. Relying on the information portal, Internet companies have the ability to collect all-round production and life big data in the era of energy Internet. For example, through smart homes, they can know the user's household energy consumption curve refined to specific appliances, and make different future points according to relevance. Energy consumption forecast. By relying on service exports, Internet companies can effectively service and productize energy big data generated by the energy Internet in the big ecosystem of the Internet, and finally commoditize. For example, the power consumption data of enterprises can be used as credit information materials in Internet financial services. Commercialized, personal energy data can be commercialized through various consumer services. For traditional energy and power production and distribution companies, it is difficult to collect big data on energy and power consumption through electricity terminals. At the same time, the space for commercialization of energy and power big data is also small, and the output of power generation equipment is optimized at most. And the demand side management of some electrical equipment. In the future, data will be a new energy source, but only a large platform based on the Internet ecology can eat and drain this data energy. Internet giants inferior energy industry is insurmountable As a basic industry related to the national economy and people's livelihood, reliability, safety and robustness have always been the highest goals pursued by the energy and power industry. Internet companies have no relevant professional background and talent team, and it is difficult to control this industry. In addition, the institutional restrictions of the energy and power industry are also important barriers. The energy and power industry has been implementing a franchise system in China. Many subdivisions are dominated by monopolies. Therefore, it is difficult for Internet companies to directly enter the industry before the system is loosened. Weighing the advantages and disadvantages, for Internet companies, the best solution for participating in the energy Internet feast is to cooperate with energy and power companies, instead of picking up their sleeves and participating in competition alone. The solution will form an alliance between the future Due to the openness and flattening of Internet companies, energy and power production and distribution companies can directly connect with end consumers through the platform of Internet companies, effectively reducing the level of information transmission and service delivery. At the same time, by cooperating with Internet companies, energy and power companies can effectively reduce the unit cost of acquiring new users and maintain the cost of existing user loyalty. In the industrial chain of the energy Internet era, energy and power companies will still occupy the source of energy and power production, as well as the intermediate links of transportation and distribution, but the final distribution and services are likely to be provided by Internet companies, which is also in line with energy and power. The company's heavy asset investment genes and the light asset service genes of Internet companies. The competition in the future energy and power industry will be a competition between energy companies and Internet companies. The competition is not only the scale of power installation, the capacity of power transmission channels, but also the consumer service experience and the scale of the Internet ecosystem. At present, there has been a similar trend in the power generation side. Since the cooperation between Sunshine Power and Alibaba, similar energy companies + Internet or IT companies have been in common. For example, Dongfang Risheng + Tsinghua Unisplendour, Aikang Technology + Huawei, Linyang New Energy + Neusoft and so on. Energy and power companies have realized that only by plugging in the wings of the Internet and ICT can they fly high in the "Internet +" era, the fourth industrial revolution. However, it is not easy to plug in this pair of wings. The biggest difficulty in cooperation between the two sides is the lack of mutual understanding between energy companies and Internet companies, and it is difficult for the two parties to directly connect. Trends Outlook Energy companies can also spawn new BAT The Internet is a fast iterative industry, and it is also a truly user-oriented, service-oriented industry. After successful grafting with Internet companies, energy and power companies can also absorb the excellent genes of Internet-oriented user-oriented, service-oriented, and innovation-oriented, and then evolve into true Energy Internet Enterprise. In this regard, Vision Energy and National PV are examples of this. Vision Energy has absorbed a large number of Internet and ICT talents, and has deep cooperation with Internet companies. Therefore, Vision Energy's Apollo platform and Greenwich platform are the benchmark products of the energy Internet. Vision Energy is still building a comprehensive energy Internet. Ecosphere. At the same time, they have both energy and Internet genes. There are also some entrepreneurs rooted in the energy and power industry. They are tailoring Internet-based applications according to the characteristics of the industry and the needs of users. The best among them is the National PV. The founding team found that there were some very obvious pain points in the market for distributed photovoltaic power plants. On the one hand, investors need high-quality roofs and land suitable for building photovoltaic power plants. On the other hand, there are many resource owners who have roofs and land suitable for building photovoltaic power plants. There is no matching investor. The information asymmetry of power station development is created. The demand for resource docking, so the national photovoltaic is just right at this moment. The future industrial structure will evolve from “energy+internet†to “energy internetâ€. A platform-like enterprise with energy and Internet genes similar to the long-term vision is most likely to grow into BAT in the era of energy Internet, and may even cross the BAT. Threats. In the "Internet +" era, everything is possible. The core competitiveness of an enterprise lies not in the repetition of past successful experiences, but in the precise grasp of future megatrends.
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