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Tencent aims at energy digitalization, how big a market can the "connector" leverage? | double carbon observation

author:Titanium Media APP
Tencent aims at energy digitalization, how big a market can the "connector" leverage? | double carbon observation

With the "double carbon" strategy proposed, as an energy industry accounting for 85% of carbon emissions, transformation and upgrading are imminent.

According to the "2021 Blue Book of China's Innovation and Entrepreneurship Ecological Development", according to the analysis of the Energy Research Institute of the National Development and Reform Commission, in the next 30 years, China's investment in energy-related infrastructure construction will reach 100 trillion yuan in order to achieve carbon neutrality goals.

In other words, energy is a big track.

This is naturally not to be missed by Tencent, which began to switch to To B four years ago.

On June 9, Tencent released two energy industry products for the first time, "Tencent EnerLink" and "Energy Digital Twin". Shi Mei, vice president of Tencent Cloud and general manager of energy and resources industry, said that in the process of accelerating comprehensive digitalization in the energy field, Tencent Smart Energy will take "digital integration of energy, connection to help low carbon" as its mission, and play a good role as a digital assistant and connector.

Connectivity has always been the key landing point for Tencent to do the industrial Internet. Tang Daosheng, senior executive vice president of Tencent and CEO of the Cloud and Smart Industry Business Group, said in the book "From Connection to Activation: Digitalization and the New Cycle of China's Industry", from the fundamental point of view of digitalization, measurement and connection are the two fulcrums of industrial Internet to help industrial innovation.

So, specific to the energy industry, how does "connectivity" happen?

The positioning is still the connector

According to Tencent, it hopes to achieve efficient collaboration and business intelligence through the connection of "Tencent EnerLink" and "Energy Digital Twin" and "Tencent EnerTwin" and the integration of multiple technologies, so as to achieve the goal of improving quality and efficiency and low-carbon development.

Among them, EnerLink is a digital support product for energy companies to quickly realize internal business connection and external ecological collaboration.

Based on EnerLink, enterprises can directly create an integrated energy business platform to add value to their diversified business portfolio, business expansion, rapid replication and other services. That is to say, enterprises can use the connection capabilities of the platform to quickly reach users and obtain business value in intelligent marketing, and can also use data connection capabilities to realize the value of carbon integrated business such as marketing analysis, carbon calculation, and carbon management.

In layman's terms, EnerLink is like a digital assistant that can help companies quickly build collaborative capabilities.

For example, Tencent and Ganghua Energy Investment Co., Ltd. have jointly created a smart energy ecological platform, which can bring together measurement and operation data including photovoltaic, energy storage, charging and other platforms on the data system, and realize data visualization. According to reports, after the industrial park is fully landed, it is expected to reduce carbon emissions by hundreds of thousands of tons per year.

It is worth mentioning that the "connection" attribute in EnerLink products can also be interconnected with Tencent's advantages in the consumer Internet. For example, Shi Mei said that in the process of energy consumption, whether it is the consumption of new energy that is constantly added, or the promotion of the formation of a green and low-carbon life concept, it is closely related to the consumer side or the energy side. Tencent can play its own social attributes in this regard, connecting between different subjects and playing a role.

Tencent aims at energy digitalization, how big a market can the "connector" leverage? | double carbon observation

The other product, EnerTwin, reflects the comprehensive technical capability, which is an energy digital twin product with energy saving and carbon reduction, production optimization and safe production as the core goals.

It has four core capabilities of 3D model, intelligent model, AI service and real-time mapping, and there are many application areas. For example, we can rely on 3D technology to achieve immersive experience and control for scenarios such as complex facilities, high-risk environments, difficult-to-reach spaces, disaster emergency response, and expensive facility training.

EnerTwin also has built-in AI template library and model library, which can help enterprises achieve highly reliable equipment operation, job safety, production optimization, energy saving and carbon reduction. In addition to 3D models and intelligent models, the high-performance computing capabilities in EnerTwin can also be applied to applications with high requirements for high-performance parallel computing, such as dispatch simulation of next-generation power grids.

Tencent aims at energy digitalization, how big a market can the "connector" leverage? | double carbon observation

"We will not do some business-oriented application-oriented products, we position ourselves in the middle layer of multi-technology integration, and more ecological partners to solve business problems." Liu Liping, vice president of Tencent Cloud and general manager of production and research in the energy and resources industry, said.

But how much market space can the role of a connector pry?

In this regard, Wu Yunsheng, vice president of Tencent Cloud, general manager of Tencent Youtu Lab, and head of industry and research of Tencent's smart industry and service industry, expressed an optimistic attitude, he said, "The energy industry, including traditional industrial manufacturing, after decades of development, has precipitated a large number of interfaces and data models, and the abstraction of these interfaces and data models is a very difficult thing, and only companies that are both neutral and have technical control can do this thing." We have accumulated such technology ourselves, so we still have certain advantages, and the space here is not small, and there will be such a demand in the entire industry. ”

Industry Know-how

If you want to do a good job in the connector of the industry and empower thousands of industries, there is technology accumulation on the one hand, and another very important topic is: understand the industry Know-how.

Gao Feng, deputy dean of the Energy Internet Innovation Research Institute of Tsinghua University / director of the Digital Transformation Research Office, said that in the process of energy digital transformation, people are the key. On the one hand, energy people are relatively traditional, and under the pressure of safe, stable and reliable operation, it is more difficult to break through themselves and embrace emerging digital technologies. On the other hand, digital technology companies are also lacking in understanding the pain points of energy.

At Tencent, how to accumulate industry Know-how?

Shi Mei said that most of the teams facing the energy industry now, whether it is the front-line sales team or the industry architect team, come from the energy industry.

In addition to the accumulation of industry professionals, Tencent is also opening up internally. Wu Yunsheng said that as the general manager of Tencent Youtu Lab, he also worked as the head of production and research in the smart industry and service industry, so that the know-how of the industry can be transported to the technical staff, and the technical staff can also smoothly follow the business personnel to understand customer needs.

In addition, many of Tencent's products themselves have been used in the energy industry, such as enterprise WeChat, Tencent conferences, Tencent documents, and enterprises for marketing intelligent customer service systems, etc. These mobile collaboration capabilities themselves can do some scene application extensions.

"At present, the digitalization and intelligent process in the energy field is deepening, many enterprises including our partners have explored valuable experience, we recognize that relying on the efforts of a single individual, it is difficult to complete the carbon neutrality goal, only the internal and external full connection, collaboration, can improve efficiency; Relying on the help of a single technology, it is difficult to achieve the digital goal, and only by integrating a variety of advanced technologies can we meet the needs of increasingly complex digital scenarios. Li Qiang, vice president of Tencent and president of Tencent's smart industry and service industry, said.

(This article was first published on titanium media App, author | Han Jingxian)