1. leakage circuit breaker industry overview

Definition and Classification of 1.1 Leakage Circuit Breaker

漏电断路器（Earth Leakage Circuit Breaker, ELCB for short）It is an electrical device used to protect personal safety and equipment safety. Its main function is to cut off the power supply line in time when the equipment has leakage failure and when there is a fatal danger of personal electric shock protection, so as to prevent the accident from expanding.. Leakage circuit breaker with overload and short circuit protection function, can be used to protect the line or motor overload and short circuit, orUsed for infrequent switching start-up of the line under normal conditions。

According to the different detection principles, leakage circuit breakers are mainly divided into two types: voltage type and current type。

Voltage leakage circuit breaker (Voltage Earth Leakage Circuit Breaker, VELCB for short) is a device that uses the pressure difference between the ground line and the neutral line to detect leakage. When the pressure difference between the ground line and the neutral line exceeds the set value, the circuit breaker will be triggered。

Current type leakage circuit breaker (Current Earth Leakage Circuit Breaker, CELCB for short) is a device that uses a zero-sequence transformer to detect leakage. When the current imbalance between the supply and return lines exceeds the set value, the circuit breaker will be triggered。

Development History of 1.2 Leakage Circuit Breaker Industry

As an important safety protection device, the development of leakage circuit breaker is closely related to the progress of human society. The following is the main development course of leakage circuit breaker industry:

Late 19th century20At the beginning of the century: With the acceleration of industrialization and the improvement of urbanization, people's demand for electricity safety is increasing. During this period, the earliest leakage protection device-grounding relay (Ground Relay), the principle is to use the zero sequence magnetic flux generated by the ground fault to drive the relay action.

20th century20Years30With the complexity of the power system and the diversification of electrical equipment, the protection range and sensitivity of the grounding relay can no longer meet the needs. During this period, the first generation of leakage circuit breakers-voltage leakage circuit breakers (VELCB), the principle is to use the voltage difference between the ground line and the neutral line to detect leakage.

20th century40Years50With the high voltage and large capacity of power system, the protection effect of voltage leakage circuit breaker is limited. During this period, the second generation of leakage circuit breakers-current leakage circuit breakers (CELCB), the principle is to use a zero-sequence transformer to detect leakage.

20th century60Years70With the development and application of electronic technology, the performance of leakage circuit breakers has been significantly improved. During this period, the third generation of leakage circuit breakers-intelligent leakage circuit breakers (Intelligent Earth Leakage Circuit Breaker, shortIELCB), the principle is to use a microprocessor to control the action of the circuit breaker, with automatic diagnosis, automatic reset, automatic test and other functions.

20th century80With the development and application of information technology, the function of leakage circuit breaker has been further expanded. During this period, the fourth generation of leakage circuit breakers-network leakage circuit breakers (Network Earth Leakage Circuit Breaker, shortNELCB), the principle is to use communication technology to connect the circuit breaker with the monitoring system to realize remote control, fault diagnosis, data collection and other functions.

Market Characteristics of 1.3 Leakage Circuit Breaker Industry

As a mature industry, the leakage circuit breaker industry has the following market characteristics:

Stable market demand: As the leakage circuit breaker is a necessary safety protection device, its market demand is mainly affected by factors such as electricity consumption, electricity safety standards, and building scale, and has a certain degree of stability.

Fierce market competition: due to the high degree of homogeneity of leakage circuit breaker products, market competition is mainly reflected in the price, brand, service and so on. At present, there are many well-known brands and many small and medium-sized enterprises in the global and Chinese markets, forming a more complex competition pattern.

Industry innovation ability is weak: due to the relatively low technical threshold of leakage circuit breaker products, industry innovation ability is weak. At present, the industry lacks core technology and patents, and the degree of product differentiation is not high.

Industry concentration is low: due to the relatively low production scale and input cost of leakage circuit breaker products, the industry concentration is low. At present, there is no absolute monopoly or oligopoly in the global and Chinese markets, and the market share is scattered.

2.2023Market Scale Analysis of Leakage Circuit Breaker Industry in

2.1 Global Market Size Analysis

According to data from the Champ Consulting Group,2021The global leakage circuit breaker market size of approximately100.6Billion US dollars, year-on-year growth5.2%. Affected by the new crown epidemic,2020The global leakage circuit breaker market size experienced negative growth in95.6billion dollars, down year-on-year4.1%。2021With the easing of the epidemic and economic recovery, the global market demand for leakage circuit breakers has picked up, especially in Asia, Europe and North America.2022In 2012, the global leakage circuit breaker market reached105.8Billion US dollars, year-on-year growth5.1%。2023Throughout the year, the global leakage circuit breaker market is expected to reach111.2Billion US dollars, year-on-year growth5.1%。

亚洲是全球漏电断路器市场的最大区域，占据了超过四成的市场份额。这主要得益于亚洲地区的人口规模、经济增长、用电量增加、用电安全意识提高等因素。欧洲和北美分别位居第二和第三，也是全球漏电断路器市场的重要区域。南美、非洲和大洋洲则相对较小，但仍有一定的市场潜力。

2.2 中国市场规模分析

According to data from the Champ Consulting Group,2021年中国漏电断路器市场规模约为180RMB billion, year-on-year growth6.5%. Affected by the new crown epidemic,2020年中国漏电断路器市场规模为169亿元人民币，同比下降3.4%。2021年，随着中国疫情防控和经济恢复的良好成效，中国漏电断路器市场需求有所恢复和增长，尤其是在建筑、工业、交通等领域。2022年，中国漏电断路器市场规模达到191RMB billion, year-on-year growth6.1%。2023年全年，预计中国漏电断路器市场规模将达到203RMB billion, year-on-year growth6.3%。

华东是中国漏电断路器市场的最大地区，占据了近三成半的市场份额。这主要得益于华东地区的经济发达、用电量大、建筑业和工业业的发展等因素。华南和华北分别位居第二和第三，也是中国漏电断路器市场的重要地区。西南、西北、华中和东北则相对较小，但仍有一定的市场潜力。

3.2023年漏电断路器行业竞争格局分析

3.1 全球竞争格局分析

全球漏电断路器市场的竞争格局较为分散，没有出现绝对的垄断企业或寡头企业。但是，仍有一些知名品牌占据了较高的市场份额，如施耐德电气、ABB集团、西门子等。这些企业具有较强的技术实力、品牌影响力、渠道优势等竞争优势。另一方面，也有一些中小企业和新兴企业在全球漏电断路器市场上崭露头角，如法雷奥、富士电机、日立工业等。这些企业主要依靠产品创新、价格竞争、区域拓展等策略来提升市场份额。

3.2 中国竞争格局分析

中国漏电断路器市场的竞争格局与全球市场类似，也是较为分散的。但是，与全球市场不同的是，中国漏电断路器市场上有两个本土品牌占据了较高的市场份额，即正泰集团和德力西集团。这两个品牌具有较强的国内市场覆盖能力、产品质量和性价比等优势。另外，一些国际知名品牌也在中国漏电断路器市场上有着较大的影响力，如施耐德电气、ABB集团、西门子等。这些品牌具有较强的技术实力、品牌影响力、服务优势等优势。此外，也有一些中小企业和新兴企业在中国漏电断路器市场上有一定的市场份额，如富士电机、日立工业等。这些企业主要依靠产品创新、价格竞争、区域拓展等策略来提升市场份额。

4.2023年漏电断路器行业产业链分析

4.1 漏电断路器行业上游分析

漏电断路器行业的上游主要包括以下几个方面：

原材料供应：漏电断路器的主要原材料包括铜、铝、钢、塑料、橡胶等，这些原材料主要从矿产、化工、冶金等行业获取。原材料的价格和供应量对漏电断路器行业的成本和产量有较大的影响。

设备制造：漏电断路器的主要设备包括模具、注塑机、冲压机、焊接机、测试仪器等，这些设备主要从机械、电子等行业获取。设备的技术水平和性能对漏电断路器行业的质量和效率有较大的影响。

技术支持：漏电断路器的主要技术包括电气、电子、通信等方面，这些技术主要从科研院所、高校等机构获取。技术的创新和应用对漏电断路器行业的产品差异化和竞争力有较大的影响。

4.2 漏电断路器行业下游分析

漏电断路器行业的下游主要包括以下几个方面：

建筑领域：建筑领域是漏电断路器行业的最大下游领域，主要包括住宅建筑、商业建筑、公共建筑等，这些建筑需要安装漏电断路器来保护人身和设备安全。建筑领域的规模和发展对漏电断路器行业的需求量和结构有较大的影响。

工业领域：工业领域是漏电断路器行业的重要下游领域，主要包括制造业、能源业、交通运输业等，这些行业需要安装漏电断路器来保护生产设备和工作人员安全。工业领域的规模和发展对漏电断路器行业的需求量和结构有较大的影响。

其他领域：其他领域是漏电断路器行业的潜在下游领域，主要包括医疗卫生、教育文化、农林牧渔等，这些领域需要安装漏电断路器来保护相关设施和人员安全。其他领域的规模和发展对漏电断路器行业的需求量和结构有一定的影响。

5.2023年漏电断路器行业发展趋势与机遇分析

5.1 漏电断路器行业发展趋势分析

2023年漏电断路器行业的主要发展趋势：

市场需求增长：随着全球和中国的经济发展、用电量增加、用电安全标准提高、建筑规模扩大等因素，漏电断路器行业的市场需求将保持稳定的增长态势，预计2023年全年全球和中国的市场规模将分别达到111.2billion dollars and203billion yuan.

产品创新提升：随着电力系统的高压化、大容量化、智能化等趋势，漏电断路器行业的产品创新能力将得到提升，主要体现在以下几个方面：一是提高产品的灵敏度和可靠性，以适应复杂的电气环境；二是增加产品的智能化和网络化功能，以实现远程控制、故障诊断、数据采集等功能；三是开发新的产品类型和应用领域，以满足不同的市场需求。

竞争格局优化：随着漏电断路器行业的市场竞争加剧，竞争格局将呈现优化的趋势，主要体现在以下几个方面：一是优势企业将通过技术创新、品牌建设、渠道拓展等策略来巩固和提升市场份额；二是中小企业将通过产品差异化、价格竞争、区域拓展等策略来寻求生存和发展空间；三是行业内将出现一些并购重组、合作联盟等行为，以实现资源整合和规模效应。

5.2 漏电断路器行业发展机遇分析

2023年漏电断路器行业的主要发展机遇：

新冠疫情后的复苏机遇：由于新冠疫情的影响，2020年全球和中国的漏电断路器市场需求出现了下滑，但随着疫情的缓解和经济的复苏，2021年开始市场需求有所回升。预计2023年全年，随着各国和地区的疫苗接种率提高、防疫措施放松、经济活动恢复正常，漏电断路器行业将迎来更大的复苏机遇。

碳中和目标的推动机遇：为了应对全球气候变化的挑战，多个国家和地区提出了碳中和目标，即在本世纪中叶实现温室气体排放与吸收平衡。为了实现这一目标，各国和地区将加大对清洁能源、节能减排、低碳发展等领域的投入和支持。这将为漏电断路器行业带来新的推动机遇，因为漏电断路器可以有效地保护清洁能源设备和节能设备的安全运行，同时也可以降低用电损耗和排放。

政策法规的引导机遇：为了提高用电安全水平，各国和地区都制定了相应的政策法规来规范漏电断路器的生产、安装、使用等方面。例如，欧盟发布了EN 61008-1标准来规定漏电断路器的技术要求；中国发布了GB 16916.1-2014标准来规定漏电断路器的技术要求和等方面。这些政策法规对漏电断路器行业起到了引导和促进的作用，也为漏电断路器行业带来了新的市场机遇。

6. epilogue

漏电断路器是一种用于保护人身安全和设备安全的电气装置，具有广泛的市场需求和应用领域。本报告基于网络信息和尚普咨询集团的数据，对2023年漏电断路器行业的市场现状、竞争格局、产业链、发展趋势和机遇进行了分析，旨在为漏电断路器行业的相关企业和投资者提供参考和指导。报告认为，漏电断路器行业受到新冠疫情、碳中和、政策、技术、社会等多重因素的影响，市场呈现动态变化之势。在此背景下，漏电断路器行业需要加强创新能力，提高产品质量和性能，拓展新的应用领域，适应市场需求的变化，实现可持续发展。