信息通信技术与政策

信息通信技术与政策

信息通信技术与政策 ›› 2026, Vol. 52 ›› Issue (7): 16-21.doi: 10.12267/j.issn.2096-5931.2026.07.003

专题:算电协同技术与应用 上一篇    下一篇

电碳算融合视角下电网企业算力Token化商业模式与调度机制研究

Research on computing-power tokenization business model and scheduling mechanism for grid enterprises from the power-carbon-computing perspective

禤亮1, 张子昊2, 徐欢1, 赵亮2   

  1. 1 中国南方电网有限责任公司, 广州 510663
    2 南方电网电算科技数字工程(广东)有限公司, 广州 510663
  • 收稿日期:2026-06-22 出版日期:2026-07-25 发布日期:2026-07-30
  • 通讯作者: 赵亮, 南方电网电算科技数字工程(广东)有限公司正高级工程师,主要从事电碳算协同与绿色低碳等方面的研究工作
  • 作者简介:
    禤亮, 中国南方电网有限责任公司数字化部副总经理,高级工程师,主要从事电网数字化信息化与算电协同等方面的研究工作
    张子昊, 南方电网电算科技数字工程(广东)有限公司电算协同研发中心总经理,工程师,三级领军技术专家,主要从事电碳算协同与绿色低碳等方面的研究工作
    徐欢, 中国南方电网有限责任公司数字化部主管,高级工程师,主要从事数据要素与电算协同等方面的研究工作

XUAN Liang1, ZHANG Zihao2, XU Huan1, ZHAO Liang2   

  1. 1 China Southern Power Grid Co., Ltd., Guangzhou 510663, China
    2 China Southern Power Grid Power-Computing Technology (Guangdong) Co., Ltd., Guangzhou 510663, China
  • Received:2026-06-22 Online:2026-07-25 Published:2026-07-30

摘要:

在算电协同上升为国家顶层设计背景下,电网企业开展对外算力运营亟需商业模式与调度机制的创新。从“电、碳、算”三要素协同视角,提出以复合Token为核心载体的算力商业模式,构建算力规格、绿色权益、可迁移性、可中断性四维属性结构,并建立基于乘积型调节因子的定价模型。以单卡每小时为口径,对整卡租赁、纯算力Token、复合Token几种模式开展成本与利润对照分析;进而设计以电价信号为核心、新能源出力为补充的Token路由调度算法,客户通过让渡节点固定权或任务连续权获得折扣,电网企业借助算电协同调度将灵活性转化为成本节约,实现让利与利润率的平衡。最后,提出GPUaaS输出模式与分阶段实施路径,为电网企业对外算力差异化运营提供参考。

关键词: 算电协同, 复合Token, 电碳算融合, 算力定价, 调度算法, 新能源消纳, 新型电力系统

Abstract:

Amid the rise of computing-power synergy on the national agenda, grid enterprises offering external computing-power services must innovate their business and scheduling models. Adopting a “power-carbon-computing” perspective, this study proposes a composite-token-based business model, defines a four-dimensional attribute structure (computing specifications, green rights, migratability, and interruptibility), and formulates a multiplicative-factor pricing model. Full-chain costs and profits are compared on a per-GPU-hour basis across three models: whole-card leasing, pure computing-power tokens, and composite tokens. A token routing algorithm is then developed, weighting power price as the primary signal and renewable output as a secondary one. Customers receive discounts by relinquishing node-fixation or task-continuity rights, while the enterprise monetizes this flexibility through coordinated scheduling to preserve its margin. A GPU-as-a-Service (GPUaaS) model and a phased implementation roadmap are also presented, providing a reference for grid enterprises to develop differentiated computing-power operations.

Key words: computing-power synergy, composite token, power-carbon-computing integration, computing-power pricing, scheduling algorithm, renewable-energy consumption, new power system

中图分类号: