On October 13, the 2021 National Energy Internet Conference was held in Shandong Zibo Convention and Exhibition Center. At the meeting, the "2021 National Energy Internet Development Annual Report" (hereinafter referred to as the "Report") was officially released.
        "Entrusted by the National Energy Administration since 2018, the Energy Internet Innovation Research Institute of Tsinghua University has taken the lead in compiling the Energy Internet-related development report. Every year, new content is added, and the overall annual report content and structure are constantly being expanded and improved. "Introduced by Kang Chongqing, Dean of the Department of Electrical Engineering of Tsinghua University and Dean of the Energy Internet Research Institute of Tsinghua University.
China Industry News learned that the "Report" systematically summarizes the latest development status of China's energy Internet policy, industry, technology, innovation, construction, and public ecology. It selects the top ten key events of China's energy Internet in 2020 and brings together experts in various fields in 2020. Speech and expounded the relationship between Energy Internet and Carbon Peak and Carbon Neutrality in the form of a topic.
 
　　 Seven industries cross-border layout
　　 Cross-industry has become the unanimous choice of energy Internet companies. The difference is their respective cross-industry methods and fields.
The "Report" shows that many energy companies have chosen to transform from producing single energy sources to multiple energy sources, from providing fossil energy to providing clean and renewable energy, from energy production companies to energy service companies, and from a single type of energy service company to multiple energy sources. Transformation of functional integrated energy service companies.
　　 Under the background of the "30·60" target, in the 14th Five-Year Plan for the power generation industry, one after another increased the installed capacity of new energy and the proportion of new energy power generation, actively explored the hydrogen energy business, established integrated energy companies, and successively carried out the practice of energy digital transformation. The data shows that the proportion of clean energy installed capacity of the five major power generation groups is close to or exceeds 30%, and the proportion of non-hydropower clean energy installed capacity exceeds 10%.
　　The power transmission and distribution industry actively consolidates power transmission and distribution capabilities, expands integrated energy services and e-commerce, and expands the scope of services to energy storage, new energy and other fields. State Grid is committed to building the largest comprehensive energy service platform in the country, and various provincial and branch companies have established regional integrated energy service companies; China Southern Power Grid released the "Working Plan for Serving Carbon Peak and Carbon Neutrality", clarifying that it will promote the development of new energy on a larger scale. "New electrification" is the starting point to promote the transformation of energy consumption patterns.
　　 The electrification trend of the electric vehicle industry has taken shape, and the trend of new mobile energy business formats is booming around the interaction between travel and the energy Internet. Mercedes-Benz, BYD, BAIC and other domestic and foreign automakers have all launched electric plans. Geely and CATL signed the "Strategic Cooperation Agreement". Electric vehicle startups such as Weilai, Weimar, Chehejia, Xiaopeng, Byton, etc. have emerged and jointly built Vehicle-road collaboration network to jointly build a new ecology of new energy vehicles.
　　 Under the expectation of carbon neutrality, petroleum and petrochemical companies have transformed and developed one after another, emphasizing the strategic position of natural gas development, actively exploring the integrated energy service market, and deploying hydrogen energy business. CNPC, Changan New Energy and Aodong New Energy have in-depth cooperation to jointly build the country's first comprehensive energy station that integrates refueling, refilling, and charging and replacing electricity, and accelerates the transition to an integrated energy supplier; Sinopec is actively deploying charging stations and hydrogen refueling Comprehensive energy services such as stations, and actively develop clean energy systems such as geothermal and photovoltaics.
The new energy industry is transforming from pure manufacturing to energy production and service industries, actively conforming to the development trend of clean, low-carbon, high-efficiency, intelligent, and internationalization, actively participating in the implementation of energy Internet projects, and adding integrated energy services and energy big data services. , Provide strong support for the high-quality development of electric power. GCL Group has transformed the "Internet +" smart energy integrated operation service provider through the integration strategy of "source-network-sale-use-cloud"; Goldwind has launched a demonstration of multi-energy complementary and integrated energy in the park, and created an energy Internet big data platform.
　　 The urban gas industry relies on the city’s official website to explore new businesses of electricity/heat/steam/cold energy interconnection, and build energy micro-grids and park energy stations. China Resources Gas will put into operation 38 charging stations and 2 hydrogen refueling stations in 2020 to explore and develop in the field of new energy; Hong Kong and China Gas Group has launched a total of 21 distributed energy projects; ENN Group actively builds natural gas triple supply as a representative National Petroleum and Natural Gas Group Co., Ltd. was established to promote the formation of a “X+1+X” with multi-subject and multi-channel supply of upstream oil and gas resources, a unified pipeline network in the middle for efficient gathering and transportation, and full competition in the downstream sales market. The structure of the oil and gas market.
　　 The Internet and information technology represented by the "Cloud Big Things, Mobile Smart Chain" facilitate the cyber-physical integration of energy and provide solutions for the transformation of information flow. Tencent and Alibaba respectively signed strategic cooperation agreements with PetroChina and Sinopec to explore new traditional energy + Internet cooperation models; Huawei worked with the three major operators, Global Energy Internet Research Institute and other companies to explore future plans for 5G + power applications; China Tower registered and established the Tower Energy Co., Ltd. and Tower Zhilian Technology Co., Ltd. actively cultivate cross-industry business and energy operation business.
 
　　Listed companies increase year by year
　　In the past year, the energy internet industry has developed rapidly. As of December 2020, a total of 66,843 companies have been registered in the energy Internet industry. The number of related companies has increased from 39,174 at the end of 2019 to 66,843 at the end of 2020, a rapid increase of 70%.
　　 The concept of "Energy Internet" aroused the enthusiasm of the capital market. The "Report" shows that the concept of energy Internet in the capital market is emerging in an endless stream. Based on incomplete statistics based on concept sectors such as new energy, lithium batteries, and charging piles in the Ress database, as of December 31, 2020, the number of listed companies has rapidly increased to 332, with a total market value of 6.79 trillion.
　　From 2014 to 2020, the new fundraising of listed companies on the Internet of Energy has shown a trend of increasing first and then decreasing, mainly through the issuance of new stocks. In 2016, the "Guiding Opinions on Promoting the Development of "Internet +" Smart Energy" was issued, which injected a boost from the energy Internet market, and the funds raised by listed companies soared to 280 billion. Capital market financing has become one of the important ways for energy companies to deepen their development. The funds raised by companies are used to improve R&D capabilities and large-scale production, which conforms to the energy market’s rapid iterative demand for products.
　　 From 2014 to 2020, the number of listed companies on the Internet of Energy has gradually increased. In 2017, the first batch of 55 "Internet +" smart energy (energy Internet) demonstration projects announced by the National Energy Administration has stimulated further market investment in energy Internet companies; the current carbon peak and carbon neutrality have entered the plan formulation stage, and the policy is brewing Period becomes the best time to invest. The energy internet industry has obtained capital assistance through IPOs, refinancing, green bond issuance, green trusts, carbon neutral theme funds, etc. The number of listed companies will increase to 332 in 2020.
　　 In addition, energy Internet-related research institutions, the number of papers, and the number of monographs are also increasing year by year.
　　 As of December 2020, the number of research institutions related to the Internet of Energy has increased to 9,921. Compared with the end of 2019, there will be an increase of 5459 research institutions related to the Energy Internet in 2020. In 2020, the energy Internet research institutions will be ranked first by Guangdong Province, and Sichuan Province and Beijing will be ranked second and third. There are many research institutions in Jiangsu, Fujian, Shandong, Zhejiang, Hunan, and Hainan provinces, all of which are more than 100.
　　 The number of papers related to the Energy Internet is increasing. In the past seven years, the number of papers in the three retrieval methods of SCI index, EI index and CNKI has increased significantly, indicating that this topic has received extensive attention and research from domestic and foreign scholars.
　　 The number of monographs in the field of energy Internet is increasing year by year. Since 2014, the number of monographs has shown an overall upward trend, and has stabilized in 2018, remaining at around 15.
　　 The number of patents in the direction of the Energy Internet is also on the rise. Only 11 patents were applied for in 2014, and it will jump to 822 by 2020. The increase in patent indicators reflects that the industry’s emphasis on energy Internet intellectual property rights has been increasing year by year in the past seven years.