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.

尚普咨询认为，以上三个领域是我国电气设备行业的技术优势所在，也是未来发展的重点方向。同时，我国电气设备行业在其他领域也有一些技术进步和突破，例如：

变压器技术：我国已经实现了1000千伏交流变压器、±1100千伏直流变压器、海上风电变压器等多种类型的变压器的自主研发和制造，提高了变压器的性能和可靠性。

开关设备技术：我国已经实现了±800千伏直流断路器、1000千伏交流断路器、真空断路器等多种类型的开关设备的自主研发和制造，提高了开关设备的安全性和智能化。

电缆技术：我国已经实现了超高压交流电缆、超高压直流电缆、海底电缆等多种类型的电缆的自主研发和制造，提高了电缆的承载能力和抗干扰能力。

四、市场方面

According to data from the Champ Consulting Group,2022年，全球电气设备市场规模约为1.2Trillions of dollars, year-over-year growth8.6%。从市场结构来看，亚洲地区是全球电气设备市场的最大区域，占比约为40%。其次是欧洲地区和北美地区，占比分别为25%and20%。其他地区的占比较低，分别为10%and5%。

尚普咨询认为，亚洲地区是全球电气设备市场的最具潜力的区域，主要原因有以下几点：

亚洲地区是全球经济增长最快、用电需求最大的区域，对电气设备的需求量较大。根据尚普咨询集团的数据显示，2022年，亚洲地区实现国内生产总值约为38万亿美元，占全球国内生产总值的40.5%；亚洲地区实现用电量约为16万亿千瓦时，占全球用电量的45.7%。

亚洲地区是全球新能源发展最快、能源转型最深入的区域，对新型电气设备的需求较强。根据尚普咨询集团的数据显示，2022年，亚洲地区新能源发电量约为6万亿千瓦时，占全球新能源发电量的52.2%；亚洲地区新能源装机容量约为1.5亿千瓦，占全球新能源装机容量的48.4%。

亚洲地区是全球制造业和服务业最活跃、数字化最高效的区域，对高端电气设备的需求较高。根据尚普咨询集团的数据显示，2022年，亚洲地区规模以上工业增加值约为18万亿美元，占全球规模以上工业增加值的46.2%；亚洲地区服务业增加值约为20万亿美元，占全球服务业增加值的41.7%。

除了亚洲地区外，其他地区也有一些具有特色和机会的市场。例如：

欧洲地区：以德国为代表，形成了以高端制造和环保理念为主的市场。德国是欧洲最大的经济体和工业强国，拥有西门子、ABB等多个知名的电气设备企业和供应商。德国的电气设备市场对产品质量、技术水平和环境影响有较高的要求，对我国电气设备企业提出了挑战和机遇。

北美地区：以美国为代表，形成了以创新驱动和市场导向为主的市场。美国是全球最大的经济体和科技强国，拥有通用电气、特斯拉等多个知名的电气设备企业和用户。美国的电气设备市场对产品创新、技术领先和市场竞争有较高的期待，对我国电气设备企业提出了压力和激励。

其他地区：以非洲为代表，形成了以基础建设和发展需求为主的市场。非洲是全球最不发达的地区之一，但也是全球最具发展潜力的地区之一。非洲的电气设备市场对产品价格、技术适应和服务支持有较高的关注，对我国电气设备企业提出了机会和责任。

五、布局优化建议

根据以上分析，本文提出以下几点布局优化建议：

在生产方面，建议我国电气设备企业充分利用各地区的产业优势和资源禀赋，形成差异化和特色化的生产基地。例如，在华东地区加强智能配网和储能等新型电气设备的生产；在华中地区加强变压器等传统电气设备的生产；在西南地区加强电力电子设备等高端电气设备的生产。

在销售方面，建议我国电气设备企业充分满足各地区的用电需求和发展特点，形成多元化和细分化的销售市场。例如，在华东地区加强高效节能和智能化等高端电气设备的销售；在华南地区加强轨道交通和数据中心等特殊用途电气设备的销售；在西部地区加强特高压输电和风光互补等新能源相关电气设备的销售。

在技术方面，建议我国电气设备企业充分发挥自主创新优势和技术领先优势，形成核心技术和专利技术的技术保障。例如，在特高压输电、智能配网、电力电子等领域加强技术研发和应用推广；在变压器、开关设备、电缆等领域加强技术改造和升级更新。

在市场方面，建议我国电气设备企业充分把握全球市场机遇和挑战，形成开放合作和共赢发展的市场格局。例如，在亚洲地区加强与周边国家和地区的合作交流，共同推进新能源发展和能源转型；在欧洲地区加强与发达国家的竞争对话，共同提升产品质量和技术水平；在非洲地区加强与发展中国家的援助支持，共同促进基础建设和发展需求。

Anyway,2023年中国电气设备行业将面临着复杂多变的内外部环境，需要不断调整优化生产、销售、技术和市场等方面的布局，以适应市场需求和发展趋势，实现高质量发展和可持续发展。