On the sale of electricity, too many articles to discuss specific issues, but the discussion of specific problems often make people feel powerless, this time, need to jump out from the specific problems, think about why the market need to sell electricity companies.

On the sale of electricity, too many articles to discuss specific issues, but the discussion of specific problems often make people feel powerless, this time, need to jump out from the specific problems, think about why the market need to sell electricity companies.

And the same as the electricity market into a confused period there are new energy vehicles, from the beginning of the subsidy of the Great Leap Forward, to fill the cheat to cheat the behavior, and then to subsidize the policy into the market downturn caused by the market cooling, this time to stick to it Also need to think about why the market needs new energy car company.

Whether it is new energy vehicles, electricity sales, or new energy companies, the reason why the market needs, there is only one root cause: the world's population continues to expand, the developing countries continue to develop the economy, the human material quality of life yearning, The possibility of world war basically disappeared, determines the human need to consume more and more energy to high carbon energy-based energy structure must shift to low-carbon energy-based energy structure, or the Earth's environment can not be carried.

So, in the low-carbon energy supply side of the new energy companies and in the low-carbon energy consumption side of the electric car company, as a weak new thing, there is only one natural advantage: low carbon. This is the magic weapon and core of winning. As I have cited in the article many times Kevin Kelly cited an example:

At first, compared with the large sailing, steam technology can only be used in short voyage, carrying a small ship, so the shipping companies are not interested, although the steam boat can do upstream. Steam boats have been improving their technology, but they are still high risk for shipping companies at the application and commercial level. Later things we all know, with the technology of the iteration, the steam boat completely replaced the sailing.

Low-carbon for the new energy companies, the meaning of new energy car companies, like the upstream and the steam boat for the same meaning, although they and oil and coal, compared to traditional fuel vehicles, there is such a defect, but the low-carbon core Is their competitors do not have the new characteristics, is their roots of glory and self-confidence.

But the natural limitations of low-carbon energy is also very fatal - energy density is much lower than high-carbon energy. In the past several times the energy transformation, the overall direction is the energy density of energy in the energy structure of the status of more and more important, coal than firewood energy density, oil than coal energy density is high (I did not query the energy density of different energy Value, because Bill Gates most respected author Vaclav Smil this year's new book name is "energy density", we have and the book publishers good Chinese copyright, is expected to be officially released next year, on the energy density, this book will There are very detailed data), this time low-carbon energy to walk in the stage, many people concluded that we must overcome the low energy density of natural defects, can be better than coal, oil and other high-carbon energy as the main energy.

To enhance the direction of energy density is absolutely right, but if you have to make every effort on this road, and high-carbon energy competition is tantamount to the shortcomings of their long. Is there another way to exist? My point is: there is. This road is the low-carbon energy can be in the energy density is not dominant, with efficient system operating efficiency and high-carbon energy competition.

Who will clean up the barriers to achieving efficient energy system operation? In my opinion, the sale of electricity companies will take this big office.
How to understand the energy system to run? I define it as energy supply and energy consumption at both ends of the channel and intermediate links. These channel companies have many names: demand side management companies, micro-network companies, distributed photovoltaic companies, energy management companies, energy companies, charging operations companies and so on. The purpose of their creation is to improve the efficiency of the energy system.

These companies have not developed in the past because the efficiency of the energy system can not be fully reflected in the electricity price, only through the relevant subsidy policy to reflect the value, so limited size, market constraints, serious dependence on the policy. If you want to expand the battlefield, it must be the price of electricity to launch a charge.

To achieve the backbone of the price of electricity is the sale of electricity companies. Electric change on the 9th text indicates the direction of the electricity market, but the direction of the need to implement the emergency, the electricity sales company is the electric change to the front, they are to all walks of life electricity users to promote electricity reform on the 9th text, the use of government support to Power generation companies, power grid companies and other vested interests for the interests of groups.

There is no love for no reason, the government's support is a price, the sale of electricity companies if only to obtain electricity price as the goal, will soon be abandoned, only to do a good job of energy supply and consumption between the bridge, understand the needs of both sides, and Combined with the local policy system, and the demand side management company, micro-network companies, distributed photovoltaic companies, energy management companies, energy companies, charging operations companies, together to enhance the overall efficiency of energy systems to provide consumers with real low , In line with government expectations.

Back to the original topic, the energy density of the arena, low-carbon energy is not dominant, but in terms of system efficiency, small and flexible low-carbon energy matches on smart traffic and smart home, large and bulky high-carbon energy More potential. Energy system operating efficiency to enhance the channel once opened up, coupled with the energy supply side of the enterprise to continuously improve the energy density of low-carbon energy, energy consumption side of the enterprise to develop suitable for low-carbon energy quality products, low-carbon energy power will break out.

From the above logic, the sale of electricity companies in order to stand out from the future competition in the Red Sea, the need to focus on the following areas: First, pay attention to local government sales policy, study rules, in order to use the rules; the second is concerned about the sale of electricity Channel business, and demand-side management companies, micro-network companies, distributed photovoltaic companies, energy management companies, energy companies, charging operations companies, together with the local sales policy and partner-related business policy, innovative business model; Focus on green power transactions, ahead of the layout of the green power business, low-carbon is the future; four is concerned about the carbon market, in the long-term business model construction, unified consideration of carbon trading and electricity transactions.

"I am not afraid to be ridiculed," said William Blake, a poet. "Being a mistake and being abandoned is also a part of God's design." So, if you have different opinions, Very welcome message advice or WeChat exchange.