Electrical equipment is an important part of the power system, involving transformers, switchgear, cables, capacitors, transformers, insulators, lightning arresters and other products. With the development of my country's economy and society and the advancement of energy transformation, the electrical equipment industry is facing new opportunities and challenges, and it is necessary to continuously improve product quality, technical level and market competitiveness. To this end, this paper from the production, sales, technology and market, etc.2023The regional pattern of China's electrical equipment industry is analyzed and suggestions for layout optimization are put forward.

1. production aspects

According to data from the Champ Consulting Group,As of 2022Year 10Month, National Survival/More than 30000 electrical equipment manufacturers in operationHome. From the perspective of enterprise distribution, domestic electrical equipment enterprises are mainly concentrated in East China, among which Jiangsu, Zhejiang and other provinces and cities related to electrical equipment enterprises are the most concentrated. This is related to the fact that East China is the region with the most developed economy and the largest demand for electricity in China, and it also benefits from the local industrial base, human resources and policy support.

Champ Consulting believes that ChinaThe eastern region is the core area of China's electrical equipment industry, with a strong production scale and brand influence. For example, Chint Electric, Pinggao Electric, such as high-voltage electrical appliances and other well-known enterprises are located in East China. At the same time, East China is also an innovative highland for my country's electrical equipment industry, with many universities and scientific research institutions, as well as a number of high-tech enterprises. For example, Shanghai Siyuan Electric Technology Co., Ltd. is an enterprise focusing on the research and development and application of intelligent distribution network technology. Its products cover intelligent distribution network integrated management platform, intelligent distribution network protection control device, intelligent distribution network monitoring device, etc.。

In addition to East China, other regions also have some electrical equipment production bases with characteristics and advantages. For example:

North China: With Beijing as the center, a production cluster dominated by high-voltage switchgear has been formed. Beijing has large power consumption units such as the State Grid Beijing Electric Power Company and important institutions such as the headquarters of the State Grid Corporation.There is a greater demand for equipment. At the same time, Beijing is also an important base for my country's high-voltage switching technology research and development, with well-known universities such as Tsinghua University and scientific research institutions such as the Chinese Academy of Sciences. For example, Beijing Siemens High Voltage Switchgear Co., Ltd. is a joint venture specializing in R & D, manufacturing and service of high voltage switchgear。

Central China: represented by Hubei, a production cluster dominated by transformers has been formed. Hubei Province is one of the important bases of transformer production in China, with well-known enterprises such as Wuhan Tianma Transformer Co., Ltd. Wuhan Tianma Transformer Co., Ltd. is a listed company specializing in the research and development, manufacturing and service of transformers and related products. Its products cover various types of transformers such as UHV, EHV, HV, and MV, and are widely used in electric power and metallurgy., Petrochemical, rail transit and other fields.

Southwest region: represented by Sichuan, a production cluster dominated by power electronic equipment has been formed. Sichuan Province is one of the important bases for the production of power electronic equipment in China, with well-known enterprises such as Chengdu Xidian Power Technology Co., Ltd. Chengdu Xidian Power Technology Co., Ltd. is a listed company specializing in the research and development, manufacturing and service of power electronic equipment. Its products cover various types of power electronic equipment such as flexible DC transmission, high-voltage DC transmission, static reactive power compensation, and harmonic filtering. It is widely used in new energy grid connection, cross-regional power transmission, urban rail transit and other fields.

2. sales aspect

According to data from the Champ Consulting Group,2022The national scale of electrical machinery and equipment manufacturing industry to achieve industrial added value of about4.1trillion yuan, an increase over the previous year21%,2019Annual growth39.6%Two-year average growth18.1%. From the sales area, East China is still the main sales market of China's electrical equipment industry, accounting for more than 1/3. This was followed by South China and North China, which accounted18.4%and16.8%. The proportion of the western region and the northeast region is relatively low, respectively.13.7%and6.4%。

Shangpu Consulting believes that East China is the largest sales market for my country's electrical equipment industry. The main reasons are as follows:

East China is the region with the most developed economy and the largest demand for electricity in China, and the demand for electrical equipment is large. According to data from the Champ Consulting Group,2022Yeareast china's industrial electricity consumption maintains steady growth to reach 1.9trillion kilowatt-hours, accounting for 37% of the country's industrial electricity consumption。

East China is a key area for the development of new energy in China, and there is a strong demand for new electrical equipment such as intelligent distribution network and energy storage. According to data from the Champ Consulting Group,2022Year，New Energy Power Generation in East China Increases Rapidly, Reaching 1.3trillion kilowatt-hours, accounting for 30% of the country's new energy power generationAbove。

East China is an important base for my country's manufacturing and service industries, and there is a high demand for high-end electrical equipment such as high efficiency, energy saving and intelligence. According to data from the Champ Consulting Group,2022Year，The added value of industries above designated size in East China continued to lead the country, reaching 12.5Trillion yuan, accounting for 38% of the national industrial added value above designated size; the value added of the service industry in East China also remained at a high level, reaching19.5Trillion yuan, accounting for the added value of the national service industry35%。

In addition to East China, other regions also have some sales markets with characteristics and potential. For example:

South China: represented by Guangdong, a sales market dominated by rail transit and data centers has been formed. Guangdong Province is one of the forerunners in China's rail transit construction, with Guangzhou, Shenzhen and other major rail transit cities. Rail transit has a large demand for high-voltage switchgear, transformers, traction converters and other electrical equipment. At the same time, Guangdong Province is also one of the key areas of data center construction in China, with Aliyun, Tencent cloud, Huawei cloud and other large data centers. Data centers have a greater demand for power electronic equipment, cables, capacitors and other electrical equipment.

North China: represented by Beijing, a sales market dominated by new energy vehicles and smart cities has been formed. Beijing is one of the key cities for the development of new energy vehicles in China, with many well-known enterprises such as BAIC New Energy and BYD. New energy vehicles have a greater demand for electrical equipment such as motor controllers, charging piles, and energy storage devices. At the same time, Beijing is also one of the key cities in the construction of smart cities in my country, with important institutions such as the Beijing Smart City Construction Steering Committee. Smart cities have a greater demand for electrical equipment such as smart distribution networks, Internet of Things, and cloud computing.

The western region: represented by Xinjiang, has formed a sales market dominated by UHV transmission and scenery. Xinjiang is one of the important nodes of China's UHV transmission, with Hami-Zhengzhou ±800A number of major projects such as the kV HVDC transmission project. UHV power transmission has a great demand for transformers, converters, DC circuit breakers and other electrical equipment. At the same time, Xinjiang is also one of the important areas of China's scenery complementary, with Hami scenery complementary demonstration base and other demonstration projects. There is a great demand for wind power generators, photovoltaic modules, energy storage devices and other electrical equipment.

3. technical aspects

According to data from the Champ Consulting Group,2022YearChina's electrical machinery and equipment manufacturing industry revenue reached 10.37Trillion yuan, up 21% year-on-year. From the technical level, the domestic electrical equipment industry has reached the international advanced level in some fields, and even formed the advantage of independent innovation. For example:

UHV transmission technology: China is the first country in the world to realize the commercial operation of UHV transmission projects, and has a complete UHV transmission technology system and industrial chain. Our country has built a number of ±800kV and ±1100kilovolt UHVDC transmission project and1000The kilovolt AC transmission project realizes long-distance, large-capacity and low-loss clean energy transmission.

Intelligent distribution network technology: China is the first country in the world to put forward the concept of intelligent distribution network and implement intelligent distribution network planning, and has perfect technical standards and application cases of intelligent distribution network. China has built a number of intelligent distribution network demonstration areas and pilot projects, to achieve the distribution network automation, information and intelligence.

Power electronics technology: China is the first country in the world to carry out research and application of flexible DC transmission technology, and has a strong power electronics technology innovation ability and industrial foundation. China has built a number of flexible DC transmission demonstration projects and test platforms, realizing new energy grid-connected, cross-regional transmission and system stability control.

Shangpu Consulting believes that the above three areas are the technical advantages of my country's electrical equipment industry and the key direction of future development. At the same time, China's electrical equipment industry has also made some technological advances and breakthroughs in other areas, such:

Transformer technology: China has achieved1000kV AC Transformer, ±1100The independent research and development and manufacturing of various types of transformers such as kV DC transformers and offshore wind power transformers have improved the performance and reliability of transformers.

Switchgear technology: our country has achieved ±800kV DC circuit breaker,1000The independent research and development and manufacture of various types of switchgear such as kV AC circuit breakers and vacuum circuit breakers have improved the safety and intelligence of switchgear.

Cable technology: my country has realized the independent research and development and manufacturing of various types of cables such as ultra-high voltage AC cables, ultra-high voltage DC cables, and submarine cables, which have improved the carrying capacity and anti-interference ability of the cables.

4. market aspects

According to data from the Champ Consulting Group,2022In, the size of the global electrical equipment market was approximately1.2Trillions of dollars, year-over-year growth8.6%. In terms of market structure, Asia is the largest region in the global electrical equipment market, accounting for approximately40%. This was followed by Europe and North America, which accounted25%and20%. The proportion of other regions is relatively low, respectively.10%and5%。

Champu Consulting believes that Asia is the most potential region in the global electrical equipment market, mainly due to the following reasons:

Asia is the region with the fastest economic growth and the largest demand for electricity in the world, and the demand for electrical equipment is large. According to data from the Champ Consulting Group,2022In, the Asian region achieved a GDP of about38Trillions of dollars, accounting for a share of global gross domestic product40.5%; The electricity consumption in Asia is about16Trillion kilowatt-hours, accounting for the world's electricity consumption45.7%。

Asia is the region with the fastest development of new energy and the deepest energy transition in the world, and there is a strong demand for new electrical equipment. According to data from the Champ Consulting Group,2022New energy generation in Asia was approximately6trillion kilowatt-hours, accounting for the global new energy power generation52.2%; the installed capacity of new energy in Asia is about1.5Billion kilowatts, accounting for the global new energy installed capacity.48.4%。

Asia is the most active and digitally efficient region in the world for manufacturing and service industries, with high demand for high-end electrical equipment. According to data from the Champ Consulting Group,2022In, the value added of industries above designated size in Asia was approximately18Trillions of dollars, accounting for the value added of industries above the global scale.46.2%; the value added of service industry in Asia is about20trillions of dollars, accounting for the value added of the global service industry.41.7%。

In addition to the Asian region, there are also some markets with characteristics and opportunities in other regions. For example:

Europe: represented by Germany, the formation of a high-end manufacturing and environmental protection concept-based market. Germany is Europe's largest economy and industrial power, with Siemens,ABBA number of well-known electrical equipment companies and suppliers. The German electrical equipment market has higher requirements for product quality, technical level and environmental impact, which poses challenges and opportunities for Chinese electrical equipment companies.

North America: Represented by the United States, it has formed an innovation-driven and market-oriented market. The United States is the world's largest economy and technological power, with many well-known electrical equipment companies and users such as General Electric and Tesla. The electrical equipment market in the United States has high expectations for product innovation, technology leadership and market competition, which puts pressure and incentives on China's electrical equipment enterprises.

Other regions: represented by Africa, a market dominated by infrastructure and development needs has been formed. Africa is one of the least developed regions in the world, but it is also one of the most promising regions in the world. The electrical equipment market in Africa has a high degree of attention to product prices, technical adaptation and service support, and has proposed opportunities and responsibilities for my country's electrical equipment companies.

5. layout optimization recommendations

According to the above analysis, this paper puts forward the following layout optimization suggestions:

In terms of production, it is recommended that China's electrical equipment enterprises make full use of the industrial advantages and resource endowments of various regions to form differentiated and characteristic production bases. For example, the production of new electrical equipment such as intelligent distribution network and energy storage will be strengthened in East China; the production of traditional electrical equipment such as transformers will be strengthened in Central China; and the production of high-end electrical equipment such as power electronic equipment will be strengthened in Southwest China.

In terms of sales, it is recommended that my country's electrical equipment companies fully meet the electricity demand and development characteristics of various regions, and form a diversified and segmented sales market. For example, strengthen the sales of high-end electrical equipment such as high-efficiency, energy-saving and intelligent in East China; strengthen the sales of special-purpose electrical equipment such as rail transit and data centers in South China; and strengthen the sales of new energy-related electrical equipment such as UHV transmission and wind-solar complementarity in the western region.

In terms of technology, it is suggested that China's electrical equipment enterprises should give full play to the advantages of independent innovation and technological leadership to form the technical guarantee of core technology and patented technology. For example, strengthen technology research and development and application promotion in UHV transmission, intelligent distribution network, power electronics and other fields; strengthen technological transformation and upgrading in transformers, switchgear, cables and other fields.

In terms of market, it is suggested that China's electrical equipment enterprises should fully grasp the opportunities and challenges of the global market and form a market pattern of open cooperation and win-win development. For example, in the Asian region, we should strengthen cooperation and exchanges with neighboring countries and regions to jointly promote new energy development and energy transformation; in Europe, we should strengthen competition dialogue with developed countries to jointly improve product quality and technical level; in Africa, we should strengthen assistance and support with developing countries to jointly promote infrastructure construction and development needs.

Anyway,2023China's electrical equipment industry will face a complex and changing internal and external environment, the need to constantly adjust and optimize the layout of production, sales, technology and market, in order to adapt to market demand and development trends, to achieve high-quality development and sustainable development.