当前，以新能源为主体的节电和发电比例不断提高，为电网的运行提出了 巨大的挑战，要求电力企业必须高度重视能源结构调整，加强发电保障性收购， 开放电网公平接入，建立分布式新能源发展新机制，适应能源绿色低碳转型趋势 和电网向能源互联网发展趋势。本文以国网甘肃省电力公司为案例，对电力企业 能源结构调整开展深入的研究。本文研究目的在于进一步丰富国有大型电力企业 能源结构调整的理论研究成果，为我国电力体制改革和创新提供新的思路和参 考。促进甘肃省能源结构调整、国网甘肃省电力公司经营战略优化、经济转型。 本文主要运用文献研究法、调查研究法、对比分析法、定性分析法等研究方法。 首先，阐述了能源结构调整的内容、趋势及存在的问题，对国网甘肃省电力公司 现状和业务开展情况进行了阐述。其次，对国网甘肃省电力公司所处的政治、经 济、文化、技术环境，优势、劣势、机会及威胁等方面系统分析。最后，在 PEST 和 SWOT 分析的基础上，提出了国网甘肃省电力公司应对能源结构调整的发展战 略优化举措及保障措施。 通过本文的研究发现，国网甘肃省电力公司拥有着新能源装机容量较大、 电网规模大、覆盖广、市场占有率较高、专业能力较强等优势；以及丝绸之路经 济带发展战略、能源供给侧结构性改革加快、国家能源发展战略与布局将进一步 提高甘肃的战略地位等机遇。与此同时又具有甘肃省电力市场需求不足、甘肃省 内产能过剩较为严重、新能源发展空间受限、传统能源发展成本增加等劣势，面 临着电力体制改革的不确定性、能源系统协调性有待进一步加强的威胁。优势与 劣势同在，机遇与挑战并存。国网甘肃省电力公司未来的发展战略应为：利用“两 大机遇”实现“三个着力”。即：利用丝绸之路经济带和能源供给侧结构性改革 机遇，着力加大新能源装机；着力拓展电网建设规模，提高电网覆盖率，提高专 业化水平；着力加强市场需求的培育，化解省内产能过剩。发挥“两个优势”实 现“四个推进”。即：发挥电网容纳能力大、市场占有率高的优势，推进电力体 制改革，推进能源系统的协调性和统一调度水平提升，推进新能源电力外送通道 建设，推进更加灵活多样化的售电方式，拉动能源消费，优化能源消费结构。 关键词：电力公司，能源结构，调整，战略兰州大学硕士学位论文 能源结构调整背景下国网甘肃省电力公司发展战略研究 II RESEARCH ON THE DEVELOPMENT STRATEGY OF STATE GRID GANSU ELECTRIC POWER COMPANY UNDER THE BACKGROUND OF ENERGY STRUCTURE ADJUSTMENT Abstract At present, the proportion of power saving and power generation with new energy as the main body is constantly increasing, which poses a huge challenge for the operation of the power grid. It requires power companies to attach great importance to energy structure adjustment, strengthen power generation security acquisition, open grid fair access, and establish distribution. A new mechanism for the development of new energy, adapting to the trend of green and low-carbon energy transformation and the development trend of power grid to energy Internet. This article takes the State Grid Gansu Electric Power Company as an example to carry out in-depth research on the energy structure adjustment of power companies. The purpose of this paper is to further enrich the theoretical research results of energy structure adjustment of state-owned large-scale power enterprises, and provide new ideas and references for China's power system reform and innovation. Promote the adjustment of energy structure in Gansu Province, the optimization of the business strategy of the State Grid Gansu Electric Power Company, and economic transformation. This paper mainly uses research methods such as literature research method, investigation research method, comparative analysis method and qualitative analysis method. Firstly, it expounds the content, trend and existing problems of energy structure adjustment, and expounds the status quo and business development of Gansu Power Company. Secondly, it systematically analyzes the political, economic, cultural and technological environment, advantages, disadvantages, opportunities and threats of the State Grid Gansu Electric Power Company. Finally, on the basis of PEST and SWOT analysis, the development strategy optimization measures and safeguard measures of the State Grid Gansu Provincial Electric Power Company to cope with energy structure adjustment are proposed.兰州大学硕士学位论文 能源结构调整背景下国网甘肃省电力公司发展战略研究 III Through the research in this paper, it is found that the State Grid Gansu Electric Power Company has the advantages of large installed capacity of new energy, large scale of power grid, wide coverage, high market share and strong professional competence; and the development strategy of the Silk Road Economic Belt. The structural reform of the energy supply side will accelerate, and the national energy development strategy and layout will further increase the strategic position of Gansu and other opportunities. At the same time, it has disadvantages such as insufficient demand in the power market in Gansu Province, serious overcapacity in Gansu Province, limited space for new energy development, and increased cost of traditional energy development. It faces the uncertainty of power system reform and the coordination of energy systems. Further strengthen the threat. Advantages and disadvantages are at the same time, opportunities and challenges coexist. The future development strategy of the State Grid Gansu Provincial Electric Power Company should be: use the two major opportunities to achieve three efforts. Namely: use the Silk Road economic belt and energy supply side structural reform opportunities, focus on increasing the installed capacity of new energy; focus on expanding the scale of power grid construction, improve grid coverage, and improve the level of specialization; focus on strengthening the cultivation of market demand, and resolve the province Overcapacity. Give two advantages to achieve four advances. Namely: to take advantage of the large capacity of the grid and high market share, promote the reform of the power system, promote the coordination of energy systems and the level of unified dispatch, promote the construction of new energy power transmission channels, and promote more flexible and diversified sales methods. Drive energy consumption and optimize energy consumption structure. Keywords: Power company, Energy structure, Adjustment, Strategy兰州大学硕士学位论文 能源结构调整背景下国网甘肃省电力公司发展战略研究 IV 目 录 中文摘要.................................................I Abstract ................................................ II 目 录..................................................IV 第一章 绪论..............................................1 1.1 研究的背景与意义 ............................................1 1.1.1 研究背景 ................................................1 1.1.2 研究意义 ................................................2 1.2 研究现状 ....................................................3 1.2.1 国外研究现状 ............................................3 1.2.2 国内研究现状 ............................................4 1.3 研究的内容和方法 ............................................5 1.3.1 研究内容 ................................................5 1.3.2 研究方法 ................................................5 第二章 企业战略管理相关理论 ..............................7 2.1 战略管理的概念特征及分类 ....................................7 2.2 企业战略管理理论的发展 ......................................7 2.2.1 行业结构学派理论 ........................................7 2.2.2 战略资源学派理论 ........................................8 2.2.3 企业战略环境分析理论与方法 ..............................8 2.3 企业战略管理分析理论与方法 ..................................8 2.3.1 价值链分析 ..............................................8 2.3.2 五力模型 ................................................9 2.3.3 PEST 分析法 .............................................9 2.3.4 SWOT 分析法 .............................................9 第三章 能源结构调整的内容、趋势及存在的问题 .............11兰州大学硕士学位论文 能源结构调整背景下国网甘肃省电力公司发展战略研究 V 3.1 能源结构调整的主要内容 .....................................11 3.2 能源结构调整的发展趋势 .....................................11 3.3 能源结构调整存在的问题 .....................................12 第四章 基于能源