Energy Digitalization: The focus of competition and competition of cloud manufacturers

Recently, the news of Tencent Yun's entry into energy has aroused heated debate in the technology circle. Tencent released two energy digital products, aiming at the needs of carbon arrangements for energy companies, to achieve visible and analytical predictions for energy companies to achieve comprehensive energy data, and assist enterprises for energy control.

Under the general trend of the double carbon target strategy, Tencent Cloud is not the only company to enter the energy digitalization. Other cloud computing manufacturers have already entered the digital energy field to deploy the dual -carbon energy -saving and emission reduction opportunities in the energy industry.

Baidu Cloud has established strategic cooperative relations with the State Grid, Sinopec, Huaneng Group and other strategic cooperative relations since 2020 to provide them with smart inspections and energy AI China Taiwan products; Huawei specializes in Huawei digital energy in 2021 to surround clean power generation and energy digitalization. , Green ICT energy infrastructure, comprehensive smart energy, etc. continue to innovate. Alibaba Cloud launched the comprehensive energy service cloud plan in 2020 to provide accurate energy -efficient emission reduction solutions for the energy industry; JD Cloud provided digital consulting and platform construction to the energy field with digital intelligent logistics supply chains.

With the slowdown of the growth of the Internet field in the past two years, cloud computing manufacturers have aimed at the trend of green reform of the double carbon strategy, and together with other traditional IT manufacturers into the blue ocean of energy saving and carbon.

Why choose the energy industry?

If the layout of the major cloud manufacturers in the dual carbon strategy, energy digitization is almost the common choice of cloud manufacturers. Why do cloud manufacturers take a neat step towards the energy industry?

We know that in the carbon emissions, burning power generation is the main carbon discharge. According to statistics from the International Energy Agency (IEA), in 2020, global carbon emissions mainly come from three areas: energy power generation and heating, transportation, manufacturing and construction, accounting for 43%, 26%, and 17%, respectively.

Faced with the crisis of climate change, in 2020, my country made a strategic decision to "strive to achieve carbon peaks by 2030 and achieve carbon neutrality before 2060". As a large energy consumption in the carbon row, the digital transformation of consumption reduction and emission reduction in the energy industry is imminent.

The energy industry mainly involves subdivided industries such as coal, power generation, power grid, oil and gas, and equipment manufacturing. These traditional energy enterprises are generally large, complicated, complex, internal management, equipment operation and other problems with overcapacity, slow periods, and high energy consumption. Platform period.

Digital transformation can not only improve quality and efficiency, but also solve the demand for low -carbon transformation in the industrial structure in the face of double carbon. The superposition of the internal and external factors has caused the digital intelligence and low -carbon transformation of the energy industry. The digital and low -carbon transformation of the energy industry is mainly concentrated in the intelligent production, organizational efficiency and supply chain of the enterprise, and the energy solutions for technology integration of cloud computing, big data, the Internet of Things, AI, etc. can be embedded in the core business of the enterprise With the entire industry chain, promote intelligent and green production and operation of the energy industry.

And compared to other physical industries, the energy industry has abundant funds. After the "double carbon" goals in various places have been achieved, energy -related digital upgrades have increased unprecedentedly. In particular, the "double carbon" of various industries and industries often cause many places and enterprises to be eager to complete energy efficiency transformation due to the reasons and political performance needs of policy, and then break the relatively lagging inertia of the traditional industry industry upgrade. It is not difficult to understand the majority of manufacturers with innate advantages in computing power and computing.

Energy digital service differentiation

So, what is the difference between energy digitalization compared with traditional digital IT manufacturers?

In terms of the low -carbon industrial path of the energy industry in traditional energy digital enterprises, the most obvious feature is that digital intelligent control products generally can only solve a small amount of problems, or cover a single industrial field.

And cloud manufacturers entering the energy digital field, thanks to the accumulation of long -term industrial penetration and service experience, major cloud manufacturers can cover the capacity of the energy industry throughout the link and multi -faceted, and use the full -chain and overall way to serve the digitalization of the energy industry in a full chain and overall way. Essence

Because of the cloud computing as the base, cloud manufacturers technology companies have natural experience accumulation and advantages in data centers and network energy -saving energy. At the technical level, because of the advantages of technical fusion capabilities such as IoT, cloud computing, AI, etc., it also allows cloud manufacturers' software development capabilities and response rates to be stronger, which can highly meet industrial needs. This will also be more traditional than the energy industry. Digital suppliers have more competitive advantages.

For example, Baidu Intelligent Cloud Smart Energy Solution can provide energy companies with core technology support from energy production, energy storage and transportation, energy consumption, and energy management, drive digital low -carbon transformation, and create key capabilities for new industries. Huawei Cloud's energy industry solutions can cover platform -class solutions for photovoltaic, power, oil and gas and other systems. Comprehensive energy services can provide data collection, energy efficiency diagnosis, and optimized energy service for various types of enterprises. Alibaba Cloud provides cloud computing and big data support for 10 key energy industries such as distributed power generation, micro grids, electric vehicles, and family energy management. At the Tencent Global Digital Ecological Conference in 2019, Tencent Cloud released the "Smart Energy Solution", and in 2020, it launched products such as comprehensive energy workshops, energy cognitive brains, corporate electrical portraits, and smart gas stations.

We can see from the services provided by the mainstream cloud service providers in these markets that the characteristics of cloud manufacturers in the field of energy digitalization, wide covered areas, and the solutions provided are mainly integrated platforms. The types of digital products of energy are relatively rich. Whether it is horizontal technical service capacity or vertical industrial coverage, energy digital services contained in cloud manufacturers have built unique industrial locations in the transformation of the industry. In actual landing practice, the traditional energy industries we understand, such as Sinopec, State Grid, Coal, Power Generation and other energy industries, have also threw the olive branches of cooperation to cloud manufacturers. Opening the official website of these cloud manufacturers, we can find that most of the cases of cloud manufacturers' solutions have cooperated with these large central enterprises and state -owned enterprises.

In the process of transformation in the energy industry, it is essentially the demand for changes in the living space of new technologies to exchange dual -carbon living space. The integration advantages and brand service capabilities of information technology accumulated by cloud manufacturers over the years have accumulated for many years. See and favor.

Future competition core

In the previous article, we also mentioned that the energy industry is a traditional production -oriented business of heavy asset investment. In the process of accelerating the transformation of low -carbon energy, energy digitalization, the digital technology provided by service providers is widely used in energy production, and the production of energy, and Transport, transaction, consumption and supervision and other business links.

In the process of these services, the advantage of cloud manufacturers is the integration ability of technology and the integration of services, but the ability of cloud manufacturers also has limited existence.

The energy industry is an industry with the leading standards. The role of Internet companies and cloud manufacturers can only be service providers and suppliers. This requires companies to clarify their position and development space. Although it is a central enterprise as a user to dominate innovation, it also requires companies to understand their own capabilities, and what is the essential difference between other IT companies and energy digital service companies.

At the same time, security and reliability is a problem that the energy industry can never bypass, and it is also the fundamental guarantee for its development. At the security level, because of the complex links of information technology of Internet companies, there are always security loopholes. This level is the weakness of Internet companies and cloud computing manufacturers. How to build a credible technology supply system and enhance the absolute security capabilities of products are issues that IT companies and cloud manufacturers must solve.

Accelerating digital transformation has become the consensus of the energy industry, and the energy industry has also continuously improved the requirements of computing power. Under the condition of accumulating a large amount of historical data in the energy industry, how to tap value from the data and provide services through data modeling, 3D visualization and other methods to provide external services. It is a common appeal to become customers in the energy industry. In cross -domain competition, who can more accurately serve customer needs and achieve better cooperation in competition, requires underlying innovation technology and integrated service capabilities, which is also the key to the future decisive victory.

Under the wave of energy digitization, the entire market is huge. Facing more and more corporate competition in the end of the field, we see that in the current wave of energy transformation in energy, no company can form an absolute competitive advantage. No one can cover the entire energy system in all -round and full -process. Whether it is a specialized player or an all -around player, the opportunity to participate is equal, which also provides conditions for different companies.

The innovation and change of IT enterprises and cloud service manufacturers in the energy field constantly give more energy consuming large people with green services and operation and maintenance capabilities, accelerate the rapid transformation of the entire energy industry, and move towards high -efficiency, clean, intensive, sustainable green roads Essence Historically, energy is the driving force to promote the changes in human society. In the coal era, the technology of steam engine technology is developed, the establishment of the industrial system, the development of the oil and gas age, the development of the internal combustion engine, the development and manufacturing of the power of the internal combustion engine. In the "carbon neutralization" era, the adjustment of the industrial structure has accelerated our pace to the era of intelligence. Under the two carbon targets and digitalization, the changes in the energy industry will once again reshape all aspects of economic and social life, and support our sustainable development and green digital life.

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