I 摘要 在能源转型和新一轮电力体制改革齐头并进的新形势下，国家电网公司在 2019 年两会报告中提出了建设“泛在电力物联网”这一转型思路，即围绕电力系 统的各个环节，构建一个具有综合状态感知、高效信息处理、方便灵活应用等特点 的智慧服务系统，这意味着电网将向新阶段转型，即朝着物联网化和智能化方向发 展。面对着新时期、新形势、新业态，国网 A 公司亟需通过新突破和新发展来助 推公司跨越发展。主配一体化调控云平台（以下简称调控云平台）作为国网 A 公 司面向电力系统调度业务的云平台系统，汇聚了调度管理系统（OMS）以及能量管 理系统（EMS）等多系统的数据，有着丰富的电网的运行数据和先进的技术基础， 能够实现以电网为核心的多元化业务，助推公司的跨越发展。本文以国网 A 公司 调控云平台为研究对象，从如何制定和实施技术创新战略的角度出发，探究如何根 据企业内外部环境，结合自身的优势和特点进行技术创新，最终实现 A 公司的业 务多元化发展、核心竞争力提升、在 Y 市的市场份额和盈利水平的不断提高。 首先，本文通过对企业技术创新战略相关理论的研究和归纳，吸收了现有文献 的相关成果，对国网 A 公司基于主配一体化基于调控云平台的技术创新战略内、 外部环境深入分析；然后对国网 A 公司的技术创新战略进行选择和重新制定，这 一过程主要包括了技术创新的可行性和必要性分析、战略目标、战略选择、技术选 择等；最后阐述了国网 A 公司技术创新战略实施与保障措施，包括公司组织架构、 人力资源体系和战略实施过程管理等，以保障战略实施成功。 通过分析，本文认为国网 A 公司应采用自主创新与模仿创新相结合的战略， 以调控云平台现有架构为基础进行技术创新，发展以电网为核心的多元化业务，建 立独有的竞争力，以实现公司在新时期、新形势、新业态、新技术等前提条件下的 新突破和新发展——对内建成智能数据共享交换平台、向公司各部门提供全业务 链条数据查询和自动推送服务，对外依托调控云的“发-输-变-配-用”全业务生产 数据链，提供以综合能源服务为导向的电能管理、“源网荷储”一体化服务等新业 务，支撑公司更好地开展综合能源服务。 关键词：电力系统，主配一体化，调控云平台，技术创新战略ABSTRACT II ABSTRACT Now facing the new situation of energy transition and the Reform of the Electric Power System, the State Grid of China proposed a transformation of ideas, to building the “Ubiquitous Electric Internet of Things”, in the report of the third and fourth workers' congress and the 2018 working conference in 2019. That is, to build a comprehensive State-aware, efficient information processing, convenient and flexible application and other characteristics of the intelligent service system, which means that the power grid will transform to a new stage, that is, toward the development of the Internet of Things and intelligence. Facing the new era, new situation, and new business format, State Grid A Company urgently needs new breakthroughs and new developments to help the company leapfrog development. The power dispatching control cloud platform for the integration of main power grid and distribution network is a cloud platform system for the power system dispatch business of State Grid A Company, which aggregates data from multiple systems such as the dispatch management system (OMS) and energy management system (EMS). With a wealth of power grid operating data and advanced technology foundation, it can realize diversified businesses centered on power grids and boost the company's leapfrog development. This article takes the State Grid A company's power dispatching control cloud platform as the research object, from the perspective of how to formulate and implement a technological innovation strategy, and how to explore the internal and external environment of the enterprise, combined with its own advantages and characteristics to carry out technological innovation, and finally achieve A variety of services to improve the competitiveness of the enterprise, increase the power market share and profitability of A company in Y city. First of all, this paper absorbs the relevant achievements of existing literature through the study and induction of relevant theories of enterprise strategic management, and deeply analyzes the internal and external environment of State Grid A Company’s technological innovation strategy based on the power dispatching control cloud platform for integration of main power grid and distribution network. The second step is to redesign the technological innovation strategy of State Grid A Company, which mainly includes the feasibility and necessity of technological innovation, strategic goals, strategic choices, technology choices, etc. Finally, it elaborates on the implementation and safeguardABSTRACT III measures of State Grid A’s technological innovation strategy, including company organization Structure, personnel management system and strategy implementation process management, etc., to ensure the successful implementation of technology innovation strategy. Through analysis, this article believes that State Grid A company should adopt a strategy of combining independent innovation and imitative innovation, to carry out technological innovation based on the existing structure of the power dispatching control cloud platform, to develop diversified businesses with the power grid as the core, and to establish unique competitiveness , In order to realize the company's new breakthroughs and new developments under the preconditions of the new era, new situation, new business format, new technology, etc.-build an intelligent data sharing and exchange platform internally, and provide all departments of the company with data query and automatic push of the entire business chain Services, relying on the full-service production data chain of “generation-transport-transformation-distribution-use” of the control cloud, providing integrated energy service-oriented power management, integrated services of “source-network-load-storage” and other new services to support The company better develops integrated energy services. Keywords: power system, integration of main power grid and distribution network, power dispatching control cloud platform, technological innovation strategy目录 IV 目录 第一章 绪论....................... 1 1.1 研究背景及意义... 1 1.1.1 研究背景..... 1 1.1.2 研究意义..... 2 1.2 国内外研究综述... 3 1.2.1 主配一体化调控云平台研究综述........................... 3 1.2.2 技术创新战略研究综述............ 5 1.3 研究思路和方法... 8 1.3.1 研究思路和框架........................ 8 1.3.2 研究方法... 10 第二章 相关理论基础..... 12 2.1 技术创新战略的主要内容................ 12 2.1.1 分类及特点.............................. 12 2.1.2 主要内容... 13 2.2 技术创新战略的选择依据................ 14 2.2.1 企业目标和总体战略要求...... 14 2.2.2 发展机会... 14 2.2.3 竞争压力... 14 2.2.4 技术能力... 15 2.2.5 国家政策... 16 第三章 调控云平台建设现状分析................ 17 3.1 调控云平台的基本情况.................... 17 3.1.1 基本概念... 17 3.1.2 调控云平台的特点及优势...... 17 3.2 国外内发展现状. 18 3.2.1 国内建设现状.......................... 18 3.2.2 省级调控云平台的应用情况.. 19 3.2.3 国外应用典型案例.................. 20 3.3 国网 A 公司调控云平台的建设情况.............................. 21 3.3.1 国网 A 公司的基本情况......... 21目录 V 3.3.2A 公司调控云平台建设情况 ... 21 第四章 国网 A 公司技术创新的环境分析... 24 4.1 外部环境分析..... 24 4.1.1 政治环境... 24 4.1.2 经济环境... 25 4.1.3 技术环境... 30 4.1.4 竞争对手... 31 4.1.5 分析总结... 32 4.2 内部条件分析..... 33 4.2.1 内部资源与能力分析.............. 33 4.2.2 竞争优势分析.......................... 36 4.2.3 内部劣势分析.......................... 36 第五章 技术创新战略的制定........................ 38 5.1 技术创新战略选择............................ 38 5.1.1 确定战略... 38 5.1.2 战略分析... 39 5.2 战略目标与指导思想........................ 40 5.2.1 战略目标... 40 5.2.2 指导思想... 42 5.3 战略性技术选择. 42 5.3.1 算力支撑... 42 5.3.2 数据管理——主配网调控一体化图模管理......... 43 5.3.3 关键技术——分布式图计算技术......................... 45 5.3.4 关键技术——全过程数据处理技术..................... 46 5.3.5 关键技术——分布式深度学习技术..................... 47 5.3.6 应用服务... 47 第六章 技术创新战略的实施保障................ 50 6.1 组织架构建设..... 50 6.2 人力资源体系构建...............