葛婕 赵聪鹏

[摘    要]电力行业关乎国计民生，在“碳达峰、碳中和”背景下电力芯片是实现电力系统智能化、网联化、自动化的重要基石。电力调控、企业管理等涉及的相关设备、系统、软件等基本已全部实现国产化，但芯片方面国产化率仍较低。从各环节看，用电环节芯片对外依赖有所缓解，但是电力生产和输/配电环节，核心芯片仍主要依赖进口。建议加强电力芯片技术攻关，突破关键核心技术和产品;加强产用对接，优化国产电力芯片应用生态;加强应用牵引，畅通国产电力芯片替代通道。

[关键词]碳达峰;碳中和;电力芯片;发展路径

[中图分类号]F426.63 [文献标志码]A [文章编号]2095–6487（2021）03–0–02

[Abstract]The power industry is related to the national economy and people's livelihood， in the context of "carbon peak， carbon neutral"， power chip is an important cornerstone to realize the power system intelligence， networking， automation. The relevant equipment， systems and software involved in power regulation and enterprise management have basically been localized， but the localization rate of chips is still low. From the perspective of each link， the external dependence of power consumption chips has eased， but the core chips still mainly rely on imports in power production and transmission / distribution. It is suggested to strengthen the research of power chip technology， break through the key core technology and products， strengthen the docking of production and use， optimize the application ecology of domestic power chip， strengthen the application traction， and smooth the channel of domestic power chip substitution.

[Keywords]carbon peaking; carbon neutralization; power chip; development path

1 “碳達峰、碳中和”背景下我国电力芯片发展趋势

（1）电力系统加快向自动化、智能化、网联化转型升级。“碳达峰、碳中和”要求电力系统加快低碳转型，完善智能电网建设，建成能源互联网、智能能源系统、智能电力系统等。电力载波通信凭借其基于电力线传输信号，无需额外布线，抗干扰能力强等优点，已逐渐成为智能电网自动抄表系统、智慧城市物联系统、智能建筑和智能小区底层通讯方式的首选。用电信息采集及运维的自动化，基于大数据的采集智能运维技术应用，低能耗、广域无线通信技术在多表集抄应用，智能城市电、水、气、热表集抄系物联网技术研究等技术路线日渐清晰化，成为行业发展重要方向。

（2）“新基建”中特高压电网建设推动电力芯片需求爆发增长。“碳达峰、碳中和”要求加快提升光伏、风电等新能源发电量。……