Electricity Trading Bid Optimization via Dynamic Market Segmentation

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Solution Overview

Problem

Existing methods for formulating commodity portfolios for financial products, such as electricity trading, are ineffective for short-term transactions due to assumptions of long-term holdings, which do not align with the nature of electricity trading where products cannot be stored and are suitable only for short-term transactions.

Innovation Solution

An information processing apparatus that extracts similar instance data from past transaction results, calculates profit based on temporary bid contents, and determines risk/return indicators to support transactions in electricity trading markets by optimizing bid volume ratios between different market types.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If long-term holding period is assumed for portfolio formulation, then risk/return indicators can be calculated using existing methods, but the method cannot exhibit sufficient effect for short-term tradable products like electricity

Engineering Contradiction:
Improveeffectiveness of portfolio formulation methodVSAvoidholding period
Core Design Contradiction:
ReliabilityVSDuration of action of moving object

Solution Approach 1:

The patent changes the time parameter from long-term to short-term holding periods, adapting the portfolio formulation method specifically for electricity trading where products cannot be stored. This parameter change enables the method to work effectively for short-term transactions by adjusting the calculation framework to account for immediate or near-term trading horizons rather than long-term investment periods

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent introduces dynamic bid volume ratios that can be adjusted between different market types (first-class and second-class markets) based on real-time conditions. This dynamic approach allows the portfolio formulation to adapt to changing market conditions in short-term electricity trading, rather than relying on static long-term holding assumptions

Inventive Principle:
Principle #15Dynamics

2Stability of the object's composition

If bid volume ratios are optimized for long-term holdings, then portfolio stability is improved, but adaptability to short-term market conditions deteriorates

Engineering Contradiction:
Improveportfolio stabilityVSAvoidadaptability to market conditions
Core Design Contradiction:
Stability of the object's compositionVSAdaptability or versatility

Solution Approach 1:

The patent implements dynamic bid volume ratios that can flexibly adjust between first-class and second-class markets based on current market conditions, product types, and trading strategies. This dynamic mechanism maintains portfolio stability through systematic allocation while simultaneously adapting to short-term market fluctuations and opportunities in electricity trading

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The patent segments the portfolio into different bid volume ratios for different market types (first-class market and second-class market). This segmentation allows each market segment to be optimized independently according to its specific characteristics and short-term conditions, while maintaining overall portfolio stability through coordinated allocation across segments

Inventive Principle:
Principle #1Segmentation

Data Source

PatentEP3882844A1Information processing apparatus, information processing method, and program
Publication Date: 2021.09.22 KK TOSHIBA
  • EP3882844A1 patent drawingFigure 1
  • EP3882844A1 patent drawingFigure 2
  • EP3882844A1 patent drawingFigure 3

AI summary

An information processing apparatus includes a similar instance data extraction part that extracts similar instance data from past transaction result data, a profit calculation part that calculates a profit on an assumption that a bid is made in a first-class market with temporarily determined bid contents, and an indicator calculation part that calculates an indicator indicating a degree of risk and return based on the profit calculated and the similar instance data.