摘要：能源数字化转型是促进传统能源产业智能化、现代化的重要途径。随着互联网、大数据、人工智能和区块链等先进技术的快速发展，中国亟需把握能源数字化转型的战略机遇，推动能源产业从传统技术应用到新兴技术融合、单点技术场景到全链条技术融合、集中式生产到分布集中式协同以及单一能源供应到综合能源服务跃迁。本文提出能源数字化转型是通过数据要素驱动能源生产、存储、传输、交易和消费全链条的智能感知、协同优化与决策管理过程，是以数据要素为基石、数字技术为引擎，驱动能源产业在技术架构、业务流程、商业模式、治理体系与价值创造等维度发生的深刻变革。当前，数字资本主义的结构性矛盾加剧了能源数字化转型伦理困境，形成了全球能源市场的垄断性话语权，加重了能源资源分配的不平等。中国需健全法律法规体系与市场激励机制，加快能源新型基础设施建设，打造数字能源融合发展的物理载体，以数据要素价值释放为抓手，构建包容有序的产业生态和自主可控的产业体系，培育新质生产力的绿色动力。
关键词：能源数字化；能源转型；数实融合；数字资本主义；新质生产力
Theoretical Interpretation and Practical Strategies of China's Energy Digital Transformation: Global Energy Transformation from the Perspective of Digital Capitalism
Chen Xingxing, Li Tianyi
Abstract: The digital transformation of energy is an important way to promote the intelligence and modernization of traditional energy industries. With the rapid development of advanced technologies such as the Internet, big data, artificial intelligence and blockchain, China urgently needs to seize the strategic opportunity of digital transformation in the energy sector, and promote the leap of the energy industry from traditional technology application to the integration of emerging technologies, from single-point technology scenarios to the integration of the entire chain of technologies, from centralized production to distributed centralized collaboration, and from single energy supply to comprehensive energy services. This paper proposes that the digital transformation of energy is a process of intelligent perception, collaborative optimization and decision-making management throughout the entire chain of energy production, storage, transmission, trading and consumption driven by data elements. It is a profound change that takes data elements as the foundation and digital technology as the engine, driving the energy industry in dimensions such as technical architecture, business processes, business models, governance systems and value creation. At present, the structural contradictions of digital capitalism have exacerbated the ethical dilemma of the digital transformation of energy, formed a monopolistic discourse power in the global energy market, and exacerbated the inequality in the distribution of energy resources. China needs to improve its legal and regulatory system and market incentive mechanisms, focus on breaking through key bottleneck technologies in critical areas, accelerate the construction of new infrastructure, create physical carriers for the integrated development of digital energy, take the release of data element value as the starting point, build an inclusive and orderly industrial ecosystem and an independent and controllable industrial system, and cultivate green power for new quality productivity.
Keywords: Digitalization of Energy; Energy Transition; Number Real Fusion; Digital Capitalism; New Quality Productivity
