随着我国承诺二氧化碳排放力争在2030年前达到峰值，努力争取2060年前 实现碳中和，我国能源消费模式将呈现新的发展趋势，清洁低碳将成为未来能源的 基本要求。光伏、风电等新能源规模化应用，大数据、云平台、物联网等一大批新 技术涌现，“节约、清洁、安全”的能源发展方向将成为电力企业转型的目标，同 时电力体制改革不断深入，配售电市场逐步放开，电力市场竞争愈发激烈，传统的 电力企业以简单的电力供应模式已难以支撑其利润增长。综合能源服务是一种新 型的多元化能源生产与消费的能源服务方式，涵盖能源规划设计、工程投资建设、 多能源运营服务以及投融资服务等方面。由于综合能源服务符合世界各国对能源 高效利用，以及安全、环保、可持续发展等方面的要求。迅速成为新的能源战略竞 争和合作的焦点，传统能源企业都在积极策划拓展综合能源服务市场。 江西M能源公司是江西省电力公司所属的一家电力供应公司。其发展面临着 较多的不利因素，市场全面放开，业务竞争逐步增大。同时在发展过程中面临着成 本高、效率低、业务相对单一的瓶颈，现有专业人员队伍也已无法满足当前市场多 样化需求，影响了外部市场的开拓与发展。因此，江西M能源公司正面临着战略转 型的需要。通过战略转型，以提升企业的核心市场竞争力，M能源公司在推动传统 电网业务发展同时，不断拓展上下游，打造产业链延申业务，实现企业的战略转型 和发展定位，不断地适应市场，提高市场竞争力，在新型能源和互联网浪潮下，寻 找新的机遇，积极探索，以期在激烈的市场竞争中生存和发展。 本文从电力行业的现状及特点出发，选取了PEST、SWOT等战略转型分析工具， 对江西M能源公司的外部环境、内部条件等进行了具体分析，指出了在新的电力 体制改革，江西电煤短缺等诸多不利因素影响下，M公司盈利水平进一步降低，对 手竞争愈发激烈，M公司进行战略转型势在必行。然而M公司作为国家电网公司所 属企业，客户资源和技术能力保障优势明细，同时得益于当前“大云物移智”等新 技术的不断革新和光伏发电、风电等清洁能源大规模应用，M公司亦存转型成功的 可能。通过QSPM等分析工具对M能源公司的战略转型方案进行了比较分析，建议 M公司战略转型的总体目标是从单一电力供应企业向既发展新能源业务又同时发 展延申电力供应上下游开展电力投资总承包的新型综合能源供应商努力。文章还 对M能源公司战略转型的关键节点和实施进行了分析，提出以电力供应为基础强 化服务意识、以用能数据为资源提升服务效能、以电为核心拓展上下游业务融合、 以客户为中心提供多元能源服务、以“互联网+”推进能源互联网服务等5个转型实 施关键点，本文最后为M能源公司的战略转型提出了6条保障策略，分别是优化 2 组织架构、优化人力资源、加强资质建设、拓宽融资渠道、强化运营能力、升级信 息系统。 通过对江西M能源公司的全面、深入分析，进而准确的战略选择和定位，制定 切实可行的战略发展规划方案与对策，不仅能全面推动M公司转型的长期稳定推 进，而且在当前电力体制改革的新形势下，可作为国内电力企业战略转型的理论参 考。 关键词：电力企业；市场化改革；战略转型 3 Abstract With China's commitment to achieve peak carbon dioxide emissions by 2030 and striving to achieve carbon neutralization by 2060 years, China's energy consumption supply, energy structure transformation and energy system form have shown a new development trend. The large-scale application of new energy such as photovoltaic and wind power, the emergence of a large number of new technologies such as big data, cloud platform and Internet of things, etc., the energy development direction of "saving, cleaning and safety" will become the goal of power enterprise transformation. Meanwhile, the reform of power system is deepening, the distribution market is gradually opened, the competition in the power market is becoming more and more fierce. Traditional power enterprises use simple power Supply model is difficult to support its profit growth. Comprehensive energy service is a new energy service mode to meet the diversified energy production and consumption of end customers, covering energy planning and design, engineering investment and construction, multi energy operation services and investment and financing services. With the rapid development of Internet information technology, renewable energy technology and power reform, the development of comprehensive energy services has become an important direction to improve energy efficiency, reduce energy consumption cost and promote competition and cooperation. Jiangxi M Energy CO. is a power supply company affiliated to Jiangxi Electric Power Co., Ltd. Its development is facing many adverse factors, the market is fully open, and the business competition gradually increases. At the same time, it is facing the bottleneck of high cost, low efficiency and relatively single business on the development road. The current professional team can not meet the diversified demands of the current market, which has affected the development and development of the external market. Therefore, Jiangxi m energy company is facing the need of strategic transformation. Through strategic transformation to improve the core market competitiveness of the enterprise, Jiangxi M Energy CO. while promoting the development of traditional power grid business, continuously expands upstream and downstream, creates the extended business of industrial chain, realizes the strategic transformation and development orientation of the enterprise, constantly adapts to the market, improves the market competitiveness, and under the wave of new energy and new industry, it can find new opportunities and actively explore it Survive and develop in the fierce market competition. 4 This paper, based on the current situation and characteristics of the power industry, selects the strategic transformation analysis tools such as pest and SWOT, analyzes the external environment and internal conditions of Jiangxi m energy company, and points out that under the influence of the new power system reform and the shortage of Jiangxi electric coal, the profitability of M company is further reduced, the competition of rivals is more fierce, and the M company is fighting It is imperative to change slightly. However, as a state grid company, M company has the advantages of customer resource and technical capability guarantee. Meanwhile, due to the continuous innovation of new technologies such as "big cloud material transfer intelligence" and the large-scale application of clean energy such as photovoltaic power generation and wind power, M company also has good transformation opportunities. Through the analysis tools such as QSPM, the paper compares and analyzes the strategic transformation plan of M energy company, and suggests that the overall goal of strategic transformation of M company is to strive from a single power supply enterprise to a comprehensive energy solution supplier with "marketization, engineering and integration". The paper also analyzes the key nodes and implementation of M energy company strategic transformation, and puts forward five key points for the transformation, including continuing to strengthen traditional power grid business, paying attention to new energy opportunities, extending the industrial chain to build EPC, striving to expand the scope of emerging industries, actively developing domestic and foreign markets. Finally, the paper puts forward six guarantee strategies for M energy company's strategic transformation, namely, the following five key points: to continue to strengthen the traditional power grid business, to pay attention to new energy opportunities, to extend the industrial chain to build EPC, to expand the scope of emerging industries, to Optimize the organization structure, optimize human resources, strengthen quality management, control legal risks, strengthen safety production and upgrade information system. Through the comprehensive and in-depth analysis of Jiangxi M energy company, and then accurate strategic selection and positioning, the formulation of practical strategic development plan and countermeasures can not only comprehensively promote the long- term and stable promotion of M company transformation, but also can be used as a theoretical reference for the strategic transformation of domestic power enterprises under the new situation of current power system reform. Key words: power enterprises; market reform; strategic transformation 第1章 导论 1 第1章 导论 1.1 研究背景及目