AI empowers the smart inspection industry, completing more than 80,000 information verifications in 18 minutes, and the agency's intensive research unit is released

The agency predicts that the number of power inspection robots will increase by more than 25 billion yuan in the next four years.

According to the State Grid, Hebei Shijiazhuang Power Supply Company recently used an intelligent remote inspection platform to complete more than 80,000 information verifications and locate multiple abnormal points on 1,469 sets of relay protection devices in just 18 minutes. The platform has been fully promoted and applied in State Grid Hebei Electric Power Company, covering all 220 kV and above substations and main power plants of Hebei South Grid.

According to reports, the intelligent remote inspection platform applies big data mining, digital twins, robotic process automation and other technologies to accurately sense the abnormal status of relay protection. Using this platform, the average inspection time of relay protection devices at a single station is shortened from 2 hours to 10 minutes, which greatly improves the processing efficiency and improves the intelligent operation and maintenance level of relay protection devices in substations.

The intelligent inspection robot can also complete daily tasks such as partial discharge detection, meter value recognition, infrared temperature measurement, and automatic report statistics, with precise movements and extremely low error rates. It is reported that the future "AI intelligent inspection robot" will add more operating functions to the existing daily inspections, further expand the scope of work, add more application scenarios, and is expected to be carried out in mobile power distribution and other on-duty computer rooms across the country. Large-scale promotion will make useful explorations to help build digital and intelligent computer rooms and build a benchmark city for the digital economy.

The "In-depth Analysis and Future Investment Research Report on the Development of China's Electric Power Inspection Robot Industry (2022-2029)" shows that the penetration rate of my country's indoor and outdoor power inspection robots in 2022 will be about 10%, which is still at a low level. Driven by technologies such as AI, the intelligent transformation of power grids is expected to accelerate, and the penetration rate of intelligent power inspections is expected to further increase. Zhongtai Securities predicts that the number of power inspection robots is expected to increase by more than 25 billion yuan in the next four years.

Since the beginning of this year, the country has actively promoted the development of energy digitalization and launched major and favorable policies. In April, the "Several Opinions on Accelerating the Development of Digital and Intelligent Energy" issued by the National Energy Administration proposed that by 2030, a digital and intelligent innovative application system for all aspects of the energy system will be initially established and the potential of data elements will be fully activated. At the same time, AI technology represented by ChatGPT is accelerating its iteration, and various large models are emerging one after another. As one of the important areas for the implementation of large models, energy and power IT are expected to accelerate development with AI empowerment, and areas such as intelligent inspection are expected to become one of the main beneficiaries.

Many listed companies are involved in the field of intelligent inspection machines

Intelligent inspection robots are a type of special robots that are used to replace manual inspection and maintenance of equipment. They are mainly used in electric power, petrochemical, coal mines and other scenarios. In recent years, with the rapid development of the field of robots, As enterprises pay more and more attention to production safety, intelligent inspection robots have broad application prospects and development potential.

According to incomplete statistics from Databao, 12 A-share companies have been involved in the field of intelligent inspection machines and have achieved certain results.

Yijiahe is mainly engaged in the research and development, production, sales and related services of special robot products, targeting the electric power, fire protection, rail transit and other industries.

Shenhao Technology mainly provides intelligent monitoring products for power equipment for power systems. Its main products include intelligent inspection robots (including intelligent hardware), intelligent power monitoring and control equipment, etc. It is a company integrating R&D, production and sales. high-tech enterprises.

Yubang Electric Power is self-developed and produced in terms of drones and inspection robots. Among them, the company cooperated with Beijing University of Chemical Technology to establish a joint artificial intelligence laboratory to conduct in-depth development and optimization in the field of ground inspection robots. Navigation accuracy and AI recognition algorithm of ground inspection robot.

In addition, Oriental Electronics, Xinyuan Technology, China Mobile and CNOOC Development are all involved in this field.

The systems independently developed by Dongfang Electronics such as intelligent substation inspection robots and automatic coating robots for live operations have fully met customer needs and reached mass production scale, and have been successfully used in the power industry.

Xinyuan Technology’s intelligent inspection robot is a professional service robot with functions such as patrolling, monitoring, and user-specific detection. It is mainly used in fields such as electricity and transportation. In addition, the company has deeply explored the fields of AI, Internet of Things, 5G technology, and digital technology, and launched comprehensive smart solutions for smart cities.

Many concept stocks have received intensive research from institutions

According to Databao statistics, as of May 17, the average cumulative increase of 12 intelligent inspection robot concept stocks during the year was 13.98%, among which Shenhao Technology, China Mobile and Yijiahe were the top gainers, with gains of 47.37%, 34.61% and 27.93%.

In terms of capital trends, Beishang Capital increased its holdings in a number of concept stocks during the year. Among them, CNOOC Development gained 136 million shares, and the latest number of shares held was 286 million. Calculated based on the average transaction price in the range, the net purchase was 461 million yuan; high Xinxing, China High-Speed ​​Railway, and China Information all gained tens of millions of shares. In terms of financing funds, China Mobile and Yimikang received net purchases of 559 million yuan and 126 million yuan.

In terms of institutional surveys, Yijiahe and Shenhao Technology are the most popular, with 369 and 248 surveys conducted during the year. In the latest survey, Yi Jiahe responded to investors’ questions about the domestic ranking of the company’s intelligent robots. The company stated that in the power industry, the company's inspection robots, operation robots and other products have been leading the industry in terms of business scale.

Shenhao Technology recently received on-site surveys from Ping An Securities, Guoxin National Securities Fund, China Europe Fund, Wenyuan Capital and other institutions, and reviewed the layout progress of the company's artificial intelligence large model on inspection robots and equity incentive assessment, etc. responded.

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