Starting on the 26th of this month, the strongest cold tide weather since this winter will spread. The Middle East will cool down to even 20 degrees. The temperature in Beijing will drop from 13 degrees to 1 degree on the 29th, and the temperature in Shanghai will drop from 19 degrees to 6 degrees on the 30th.
On the 28th, Mongolia experienced the coldest weather since 1975, and the temperature even dropped to minus 43 degrees Celsius.
The continuation of the cold wave is expected to drive demand for coal, gas, electricity, etc. In the past two days, capital has probably ignored this due to the boom in real estate. $Coal (LIST1044.HK)$ $Natural Gas (LIST1245.HK)$ $Electric Utilities (LIST1207.HK)$
Furthermore, in terms of electricity, the recent new electricity spot market policy also clearly mentions “speeding up commercialization of energy storage” and “further increasing the demand for power informatization/virtual power plants.”
A virtual power plant should be no stranger. It is not a power plant, but a power management system that can be used to rationally allocate the imbalance between electricity supply and demand to achieve the goal of reducing costs and increasing efficiency.
The virtual power plant industry chain is relatively simple. For upstream power generation companies, the key is to cooperate with energy storage; midstream are IT service providers; downstream are power companies. It can be seen that virtual power plants and energy storage are inseparable