For detailed cases, please contact the consultant.
400-969-2866

2024-07-18 08:26:16 Source: Champu Consulting Visits:0
输配电及控制设备是电力系统中的重要组成部分,主要用于实现电能的传输、分配和控制,保障电力系统的安全、稳定和高效运行。根据设备作用,输配电及控制设备主要可以分为一次设备和二次设备,其中一次设备主要用于电力传输,包括变压器、开关、互感器、绝缘子、避雷器等;二次设备主要用于对电力设备的保护测量控制,包括继电器、测量仪表、信号设备等。
输配电及控制设备产业链上游主要包括钢材、铜材、元器件等输配电设备生产所需原材料;输配电及控制设备厂商可分为一次设备及二级设备厂商;输配电及控制设备下游则主要是用电领域,包括电力生产、电力供应、轨道交通等等。尚普咨询认为,该产业链具有较高的技术含量和资本密集度,同时也受到政策和市场需求的影响。
中国输配电及控制设备行业经历了萌芽时期、沉淀时期、产业成型时期以及黄金发展时期。21世纪以来,随着我国城市化的发展和建设速度的加快,输配电及控制设备生产也迎来了黄金发展期,我国输配电及控制设备制造的技术水平和能力在部分领域达到国际领先水平,变压器、成套电气开关设备等输配电及控制设备的产能、产量、电压等级及容量各个性能方面取得了大幅的提高。
According to data from the Champ Consulting Group,2013-2022年,我国输配电及控制设备行业规模呈现稳步增长态势。2022年,我国输配电及控制设备行业规模达到约6600Billion yuan, year-on-year growth of about10%。这主要得益于国家对新基建、智能电网、特高压等领域的持续投资,以及太阳能等新能源发电的快速发展。预计到2023年底,我国输配电及控制设备行业规模将达到约8000亿元,年均复合增长率约为15%。
从上游供给情况来看,我国输配电及控制设备所需原材料种类众多,其中硅钢、铜材和铝材是主要原料。由于我国炼钢技术的不断进步,硅钢产线数量不断增加,我国硅钢的供给基本上能够满足国内的需求。态势,成为全球硅钢的生产和消费大国。2022年,中国硅钢的产能达到了1541.6万吨,而产量也达到了1412.4万吨,同比分别增长了16.11%和17.9%。其中,取向硅钢主要用于制造变压器、大型电机等设备的铁心,2022年的产量为217.4万吨,同比增长了15.6%;无取向硅钢主要用于制造电机、发电机等设备的转子和定子,2022年的产量为1138万吨,同比增长了18.5%。铜在电气、电子工业中应用最广、用量最大,占总消费量一半以上。用于各种电缆和导线,电容器和变压器的绕阻,开关以及印刷线路板等。作为输配电设备的重要原料之一,电解铜的供应量和价格走势直接影响输配电设备的制造成本。从国内电解铜产量来看,2012-2022年我国电解铜产量保持了较稳定的增长,增速有所放缓。2022年,我国电解铜产量约为1106.3万吨,同比增长了5.5%。铝及铝合金是当前用途十分广泛的、最经济适用的材料之一。铝的导电性仅次于银、铜和金,虽然它的导电率只有铜的2/3,但密度只有铜的1/3,所以输送同量的电,铝线的质量只有铜线的一半。铝表面的氧化膜不仅有耐腐蚀的能力,而且有一定的绝缘性,所以铝在电器制造工业、电线电缆工业和无线电工业中有广泛的用途。从国内铝产量来看,2015-2022年我国铝产量波动较大。2022年,我国铝产量约为6221.6万吨,同比下降了1.4%。
从下游应用情况来看,输配电及控制设备主要应用于国家电网及各省市电网公司、发电企业、汽车制造、冶金化工、轨道交通等领域,下游行业的发展直接决定输配电及控制设备制造业的发展。下游客户一般在每年一季度制定当年的投资计划,随后陆续组织实施,行业企业经营存在季节性特征。2014-2022年,我国电力工程建设投资额呈现波动增长态势,具体表现为在五年规划的前两年,电力工程建设投资额相对较高,随后的年份电力工程投资额相对较低,体现了一定的周期性特征2022年,全国电力工程建设投资规模达到了12470亿元,较上年增加了15.6%。2017-2022年,我国电源基本建设投资完成额总体逐年提高。2022Year of our country电源工程建设投资7464亿元,同比大幅上升了27.2%;2017-2022年,我国电网工程建设投资完成额总体先下降后增加。2022年我国电网工程建设投资5006亿元,同比略有增长1.8%。总体而言近三年我国电网建设工程投资完成额增长较为缓慢。《南方电网“十四五”电网发展规划》提出,南方电网将规划投资约6700亿元,以加快数字电网和现代化电网建设进程,推动以新能源为主体的新型电力系统构建。同时,国家电网宣布“十四五”期间将规划投资约3500billion dollars (约2.23万亿人民币)进行现代化电网建设。2017-2022年,我国太阳能发电机装机量逐年快速提高。2022年我国太阳能发电机装机量达到3.5Billion kilowatts, year-on-year growth50%。2017-2022年,我国风力发电机装机量逐年快速提高。2022年,我国风力发电机装机量继续保持增长势头,达到3.65亿千瓦,比上年增长30.4%。其中,陆上风电装机3.35亿千瓦,海上风电装机3046万千瓦。2017-2022年,我国汽车制造业产值呈现稳步增长态势。2022年,我国汽车制造业营业收入92899.9亿元,同比增长6.8%。利润总额5319.6亿元,同比增长0.6%。受疫情、芯片短缺、原材料价格上涨等因素影响,汽车产销量呈现恢复增长态势,但增速放缓。2022年,汽车产销分别完成2702.1万辆和2686.4万辆,比上年分别增长3.4%和2.1%。2017-2022年,我国冶金化工行业产值呈现波动增长态势。2022年我国冶金化工行业产值达到5Trillion yuan, year-on-year growth10%。2017-2022年,我国轨道交通行业产值呈现快速增长态势。2022年我国轨道交通行业产值达到2.6Trillion yuan, year-on-year growth12%。
从供需价格情况来看,输配电及控制设备的供需主要受到下游行业的需求和政策的影响。由于下游行业的需求具有一定的周期性和不确定性,输配电及控制设备的供需也会出现波动。从价格方面来看,输配电及控制设备的价格主要受到原材料价格、市场竞争、技术创新等因素的影响。由于原材料价格的波动较大,输配电及控制设备的价格也会随之变化。根据尚普咨询集团数据显示,2022年,由于原材料价格上涨和市场需求旺盛,输配电及控制设备平均价格约为2.8Ten thousand yuan/台;由于原材料价格下降和市场竞争加剧,输配电及控制设备平均价格约为3.2Ten thousand yuan/台。
从竞争格局情况来看,输配电及控制设备行业具有较高的技术壁垒和资本壁垒,行业集中度较高。根据尚普咨询集团数据显示,2022年,我国输配电及控制设备行业前十大企业的市场份额为39.8%。这表明行业竞争格局趋于稳定,领先企业具有较强的技术优势和品牌影响力。其中,特变电工、国电南瑞、中国西电等企业处于行业第一梯队,占据了较大的市场份额。
综上所述,中国输配电及控制设备行业经过多年的发展,已经形成了较为完善的产业链和市场体系,具有较大的发展潜力和空间。随着我国经济社会的发展和转型升级,以及新能源、新技术、新模式等创新驱动的推动,输配电及控制设备行业将面临新的机遇和挑战。尚普咨询认为,在未来几年内,该行业将主要呈现以下几个方面的发展趋势:
一是市场需求将保持稳定增长。随着我国城镇化进程的加快,电力需求将持续增长,尤其是新能源、轨道交通等领域的电力需求将快速增长,这将带动输配电及控制设备的需求。同时,随着我国电力体制改革的深化,输配电及控制设备的更新换代和智能化改造也将成为市场需求的重要组成部分。
二是技术创新将成为行业发展的核心驱动力。随着数字化、智能化、网络化等技术的发展和应用,输配电及控制设备将向更高效、更安全、更环保、更灵活的方向发展,实现电力系统的优化调度和管理。同时,随着新能源、储能、微网等新型电力系统的发展和普及,输配电及控制设备也将面临新的技术要求和挑战,需要不断进行技术创新和产品升级。
三是行业竞争将更加激烈和多元化。随着市场需求的增长和多样化,行业竞争将更加激烈,企业之间将在价格、质量、服务、品牌等方面展开竞争。同时,随着国际市场的开放和国内市场的规范,国内外企业之间的竞争也将加剧,国内企业需要提高自身的核心竞争力和国际化水平。
Consulting Services
economic database
See more>Brand Rankings
See more>Shangpu Consulting Group: Market Survey of Top Ten Brands of imported Fruits in January 2023
Shangpu Consulting Group: Market Research on Top Ten New Products of Electrical Appliances in December 2022
Shangpu Consulting Group: Market Survey of Top Ten Popular Brands in January 2023
Shangpu Consulting Group: Market Research on Top Ten Brands of Home Administration Cleaning in January 2023
On July 05, 2021, Shangpu Consulting received a satisfaction evaluation sheet from the customer for the "In-process Plastic Market Research Project in the Automotive Sector. The customer said: The project report completed by Shangpu Consulting in cooperation with our company is due to the wide range of projects and strong professional products. Thank you very much for the professional and detailed market research report of Shangpu Consulting. I look forward to cooperating again next time and wish Shangpu Consulting by going up one storey! Once again, I would like to thank the users for their support and wish them a prosperous career and an evergreen foundation!
On July 05, 2021, Shangpu Consulting received a satisfaction evaluation sheet from the customer for the "Research Project of the Network Designated City Transport Company. The customer said: The market research project provided by Shangpu Consulting for our company has provided us with a valuable reference basis for objectively evaluating the current market situation of the industry and achieved the expected goal. I also wish Champ Consulting the development of by going up one storey! Once again, I would like to thank the users for their support and wish them a prosperous career and an evergreen foundation!
On July 07, 2021, Shangpu Consulting received a satisfaction evaluation sheet from the customer for "A Brand Sales Leading Research Project in the Water Purifier Industry. The customer said: The market research project provided by Shangpu Consulting for our company has provided us with a valuable reference basis for objectively evaluating the current market situation of the industry and achieved the expected goal. I also wish Champ Consulting the development of by going up one storey! Once again, I would like to thank the users for their support and wish them a prosperous career and an evergreen foundation!
July 07, 2020, Shangpu Consulting received a satisfaction evaluation sheet from the customer's "Lithium Battery Enterprise Sales Strategy and Production Cost Research Project. The customer said: The market research project provided by Shangpu Consulting for our company has provided us with a valuable reference basis for objectively evaluating the current market situation of the industry and achieved the expected goal. I also wish Champ Consulting the development of by going up one storey! Once again, I would like to thank the users for their support and wish them a prosperous career and an evergreen foundation!
On July 07, 2021, Shangpu Consulting received a satisfaction evaluation sheet from the customer for the "Coal Mine Tunnel Drilling Rig Market Share Proof Project. The customer said: The survey plan of Shangpu Consulting is rigorous in design, scientific in method, standardized and rigorous in survey organization process, and basically reliable survey data, which provides relatively credible first-hand information for our research work. The research results are of great help to our company to understand the whole picture of the industry. Once again, I would like to thank the users for their support and wish them a prosperous career and an evergreen foundation!
On July 07, 2021, Shangpu Consulting received a satisfaction evaluation sheet from a customer for "A Brand in an Industry Leading Sales Research Project for Three Consecutive Years. The customer said: The survey plan of Shangpu Consulting is rigorous in design, scientific in method, standardized and rigorous in survey organization process, and basically reliable survey data, which provides relatively credible first-hand information for our research work. The research results are of great help to our company to understand the whole picture of the industry. Once again, I would like to thank the users for their support and wish them a prosperous career and an evergreen foundation!
On July 07, 2021, Shangpu Consulting received a satisfaction evaluation sheet from the customer for the "China Bird's Nest Industry Market Ranking Research Project. The customer said: has cooperated many times, as always satisfied, also recommend to other enterprises cooperation. Once again, I would like to thank the users for their support and wish them a prosperous career and an evergreen foundation!
On July 09, 2021, Shangpu Consulting received a satisfaction evaluation sheet from the customer for a hazardous waste treatment research project. The customer said: this is the organizational structure of the survey, the service process is very good, wish your company's consulting work is getting better and better, look forward to the next cooperation. I wish users a prosperous career, evergreen foundation!
On July 16, 2021, Shangpu Consulting received a satisfaction evaluation sheet from the customer for the Shared Beauty Research Project. The customer said: The content of Phase I and Phase II is satisfactory, and we look forward to signing a long-term agreement in the later period. The research part of the country will continue to cooperate with your company. I wish users a prosperous career, evergreen foundation!
On July 09, 2021, Shangpu Consulting received a satisfaction evaluation sheet from the customer for the "Research Project on the Organizational Structure of Two Liquor Production Enterprises. The customer said: This is an organizational structure survey, the service process is very good, looking forward to the next cooperation. I wish users a prosperous career, evergreen foundation!
Research Module | research content | ||||||
---|---|---|---|---|---|---|---|
Market research | Industry status | market capacity | Product Application | channel mode | Supply chain | market competition | Market Consulting |
Competitor Research | Enterprise background | Enterprise Finance | Sales Data | Market Strategy | Production Equipment | Supply Procurement | Technology R & D |
warehousing logistics | channel construction | Human Resources | Enterprise Strategy | ||||
User Research | Consumer Survey | consumption behavior attitude | Publicity/Promotion | Product Service | Brand Research | consumer characteristics | |
satisfaction survey | Employee satisfaction | user satisfaction | |||||
Market Entry Advisory | Macro Industry Research | competitive enterprise research | Downstream User Research | Channel Research | Due Diligence | Return on Investment | |
Floor module | Landing implementation recommendations | Long-term cooperation | |||||
Business investment due diligence | Target industry market investment value due diligence | Industry Benchmarking Enterprise Research | Target Enterprise Credit Assessment Report | Project investment due diligence | |||
industry planning | Market research | market access | development strategy | investment location | Acquisition and integration | IPO Fundraising | |
Credit Report | Basic information | Major Events | Production/Operation Network | enterprise scale | Operating strength | Financial strength | Legal risk |
Future business prediction | Overall credit rating | cooperative risk warning | |||||
Brand/Sales Proof | Market Share Proof | Market Share Proof | Proof of brand strength | Industry Proof | Specialized new proof | Proof of sales strength | Proof of technological leadership |
National/Global Status Certificate |
15 Year
Champ Consulting has been established for 15 years.
48 Intellectual Property Rights
Independent methodology
80% of the information comes from first-hand research.
118 Billionth
Self-built database 11.8 billion
Covering 1978 industries in China
0.1 billion new data per year
Industry Big Data Platform
118 +
Have a 300 team of professional consultants
Practical operation and management experience of top enterprises
88% of members have international PMP certificates
48 Item
Independent methodology
48 independent intellectual property rights
high-tech enterprise
Industry Big Data Platform
400-969-2866