Opening the "New Infrastructure" category, it can be seen that "New Infrastructure" mainly focuses on digitization, informatization, and intelligence. The category directly targeting electricity seems to only be related to ultra-high voltage. However, upon closer examination, whether it is 5G, charging stations, or big data and artificial intelligence, there is no one who is not a major consumer of electricity. If left with the support of the power grid, these power consumers are just a pile of metal.
The market is chasing new infrastructure. Rationally speaking, what is truly worth paying attention to is investment in the power grid. Electricity is the upstream of new infrastructure, and the key areas of new infrastructure construction cannot be separated from electricity support.
In the past, infrastructure was known as "railway public infrastructure", mainly focused on the construction of railways, highways, and other infrastructure. Compared with old infrastructure, new infrastructure was also infrastructure, but after the asphalt road was repaired, cement and asphalt were consumed. After the completion of the new infrastructure construction, electricity is continuously consumed every day. Big data and charging stations, which are high energy consumers, not to mention that 5G consumes far more electricity than 4G.
Under the 2008 global subprime mortgage crisis, the investment of four trillion yuan in infrastructure led to a rapid recovery of China's economy, but at the same time, it also brought about impacts such as overcapacity, inflation, and high housing prices. In 2015, the implementation of supply side structural reform, which proposed measures such as reducing production capacity, deleveraging, and addressing weaknesses, were all corrective actions taken to eliminate negative impacts in the early stages.
This new infrastructure construction aims to effectively integrate economic growth, structural adjustment, and economic transformation and upgrading. Relying on new infrastructure, the development of informatization, digitization, and intelligence in the power industry is accelerating, and the industrial level and structure will enter a higher stage of development, laying the foundation for breaking away from the extensive mode of economic development.
New technologies such as 5G, big data, and artificial intelligence in new infrastructure can promote the optimization and adjustment of the load characteristics of the power system, promote friendly interaction between the user side and the supply side and transmission side, and significantly improve the operational efficiency of the system. The integration of power system with 5G, big data, artificial intelligence, industrial Internet and other technologies will play a huge synergistic effect.
New infrastructure will not only become a new driving force for future electricity growth, but also give rise to new forms of electricity with great potential.
New infrastructure and formats such as high-tech and equipment manufacturing, data centers, 5G base stations, charging services, and integrated energy systems will become new driving forces for future electricity growth. With the increasing level of industrial automation and production continuity, the demand for power quality in high-tech manufacturing has correspondingly increased. Adequate and reliable power supply has become the lifeline supporting its production and manufacturing. For example, data centers require uninterrupted power supply year-round, while also requiring power grid companies to provide dual circuit power supply.
So, in the face of new infrastructure, power companies in traditional industries not only have great potential, but also have great potential. Actively adjusting our thinking, daring to explore and innovate, seizing opportunities, and dancing with the wind in the trend of "new infrastructure".
As a professional electrical manufacturer, Henan Hengyu Electric Group mainly produces high-voltage switchgear, low-voltage switchgear, box type substations, distribution boxes, dry-type transformers, oil immersed transformers, and amorphous alloy transformers.