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市場調查報告書
商品編碼
1953318
2025-2040年全球小型模組化反應器產業發展趨勢Small Modular Nuclear Reactor Industry, Global, 2025-2040 |
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對脫碳、能源安全以及大型科技公司電力需求的需求將是未來成長的關鍵驅動力。
本研究分析了2025年至2040年全球小型模組化反應器（SMR）市場，並預測在脫碳需求、工業電氣化、資料中心電力需求高速成長以及能源安全需求的推動下，市場將呈現強勁成長。儘管未來五年內投入運作的核子反應爐數量有限，但由於模組化擴充性、安全性提升和工廠化生產等優勢，預計到2030年代中期，SMR的普及速度將加快。 SMR可以為電網提供額外的電力，為高功率用戶提供異地發電，並為偏遠地區供電。然而，SMR最終能否成功將取決於首批計劃的財務和營運績效。
關鍵企業以創新設計和策略合作引領市場。 NuScale Power、GE Hitachi 核能、Rolls-Royce SMR、Westinghouse、X-energy、TerraPower、Holtec International、中國核能集團公司（CNNC）和俄羅斯國家原子能公司（Rosatom）是主要的市場參與企業。北美地區主導該技術的應用，美國和加拿大的資料中心需求推動了相關專案的發展。歐洲（英國和波蘭）在政策支持下加速了計劃的發展。中國和印度在亞太地區處於主導，並充分利用了國家主導的舉措。
目錄
調查範圍
- 分析範圍
策略要務
- 為什麼成長變得越來越困難
- The Strategic Imperative 8(TM)
- 三大策略要務對小型模組化反應器產業的影響
成長機會分析
- 主要發現
- 小型模組化反應器（SMR）的主要類型
- 世界上最先進的兩個計劃
- SMR成功需要哪些要素？
- 成長促進因素
- 成長限制阻礙因素
- 大型科技公司推廣核能發電
- TerraPower核能發電廠時間表
- 阿卡德米克·羅蒙諾索夫核能發電廠大事記
- 預測前提條件
- 各國新增產能預測
- 各國裝置容量預測
- 按國家分類的資本投資
我們
中國
英國
印度
日本
捷克共和國
加拿大
法國
瑞典
- 競爭環境
- NuScale Power
- TerraPower
- GE Hitachi
- Westinghouse
- Rolls-Royce
- Holtec International
- X-Energy
- Oklo Inc.
- Kairos Power
- Rosatom
- CNNC
- 其他市場參與企業
成長機會領域
- 成長機會1：重點發展現有廠址
- 成長機會2：與政府和當地參與者夥伴關係
- 成長機會3：與科技公司合作
附錄與後續步驟
- 成長機會帶來的益處和影響
- 下一步
- 圖表清單
- 免責聲明
Demand for Carbon-Free Power, Energy Security, and the Electricity Needs of Big Technology Companies are Key Drivers of Future Growth
This study examines the global small modular reactor (SMR) market from 2025 to 2040, forecasting robust growth driven by decarbonization demands, industrial electrification, high growth in electricity demand for data centers, and energy security needs. The next five years will see a small number of reactors coming online, but the mid-2030s will see an acceleration in deployments fueled by modular scalability, enhanced safety, and factory fabrication advantages.? SMRs promise additional prime power for grids, captive power for high-intensity users, and power for remote sites. However, the ultimate success will be linked to financial and project performance of the first wave of projects.
Key players dominate through innovative designs and strategic partnerships. NuScale Power, GE Hitachi Nuclear Energy, Rolls-Royce SMR, Westinghouse, X-energy, TerraPower, Holtec International, and China National Nuclear Corporation (CNNC) and Rosatom are the leading market participants. North America spearheads adoption, with the United States and Canada advancing projects amid data center demands; Europe (the United Kingdom and Poland) is accelerating its industry via policy support; Asia-Pacific, led by China and India, leverages state-backed initiatives.
Table of Contents
Research Scope
- Scope of Analysis
Strategic Imperatives
- Why is it Increasingly Difficult to Grow?
- The Strategic Imperative 8(TM)
- The Impact of the Top 3 Strategic Imperatives on the Small Modular Nuclear Reactor Industry
Growth Opportunity Analysis
- Key Findings
- Key Types of SMR Reactors
- The Two Most Advanced Global Projects
- What is Needed for SMR to Succeed?
- Growth Drivers
- Growth Restraints
- Big Tech Embraces Nuclear Power
- TerraPower Nuclear Plant Timeline
- Akademik Lomonosov Nuclear Plant Timeline
- Forecast Assumptions
- Additional Capacity Forecast by Country
- Installed Capacity Forecast by Country
- CAPEX Investment by Country
United States
China
United Kingdom
India
Japan
Czechia
Canada
France
Sweden
- Competitive Environment
- NuScale Power
- TerraPower
- GE Hitachi
- Westinghouse
- Rolls-Royce
- Holtec International
- X-Energy
- Oklo Inc.
- Kairos Power
- Rosatom
- CNNC
- Other Market Participants
Growth Opportunity Universe
- Growth Opportunity 1: Focus Development on Existing Plant Sites
- Growth Opportunity 2: Partnerships with Governments and Local Players
- Growth Opportunity 3: Partnerships with Technology Companies
Appendix & Next Steps
- Benefits and Impacts of Growth Opportunities
- Next Steps
- List of Exhibits
- Legal Disclaimer
