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電力市場

市場調查報告書

商品編碼

1729639

日本電力市場報告（依發電來源（火力發電、水力、再生能源及其他）及地區）2025-2033

Japan Power Market Report by Generation Source (Thermal, Hydro, Renewable, and Others), and Region 2025-2033

出版日期: 2025年05月01日 | 出版商:

IMARC | 英文 118 Pages | 商品交期: 5-7個工作天內

價格

簡介目錄

2024年，日本電力市場規模達965.4 TWh。展望未來， IMARC Group預計到2033年市場規模將達到1,348.5 TWh，2025-2033年期間的成長率（CAGR）為3.50%。日常生活中對綠色能源解決方案、節能電器和永續實踐的需求不斷成長，是推動日本電力市場成長的主要動力。再生能源政策、國際合作、永續發展意識的增強、技術進步、氣候變遷緩解等也在推動區域市場的發展。

日本電力市場分析：

主要市場促進因素：數位化程度的提高以及政府為推動再生能源安裝、提供補貼和製定雄心勃勃的清潔能源目標而採取的眾多舉措，正在刺激公共和私營部門對電力行業的投資，從而刺激日本電力市場的需求。
主要市場趨勢：對加強核電的日益關注，加上能源儲存和智慧電網設施的持續翻新，預計將進一步推動市場成長。此外，由於日本國內能源資源有限，且能源進口依賴度較高，長期以來一直注重提高能源效率，推動了日本電力產業的成長。
挑戰與機會：能源安全、電網現代化、能源轉型成本和監管不確定性是市場面臨的一些主要挑戰。然而，利用智慧電網技術、感測器和數位平台實現電網現代化可以提高電網靈活性、最佳化資產管理，並使消費者能夠參與需求面管理計畫。數位化為電力產業提高效率和創造新商業模式提供了機會。

日本電力市場趨勢：

再生能源成長

再生能源成長是日本電力市場擴張與轉型的重要驅動力。政府不斷努力減少碳排放並減輕電力產業對化石燃料的使用，推動了再生資源的採用。例如，根據美國能源資訊署發表的文章，日本政府制定了能源政策，旨在透過減少發電、工業和交通運輸部門的排放，到2050年實現碳中和，即溫室氣體淨零排放。在電力領域，政府法規設定了2030年的目標，即加快對再生能源的投資，增加核能發電，並減少使用化石燃料發電。此外，太陽能、風能、生質能和地熱能等再生能源的擴張使日本的能源來源更加多樣化。這減少了對進口化石燃料的依賴，增強了能源安全性以及抵禦全球市場供應中斷和價格波動的能力。例如，日本的《GX（綠色轉型）脫碳電力供應法案》（於2023年4月獲得批准）旨在到2030年將非化石燃料發電佔發電量的比重從2022年的31%提高到59%。相關政策旨在將太陽能、風能、水力、地熱能和生質能等再生電力來源的比重從2022年的26%提高到2030年的36%-38%。這些因素正在進一步促進日本電力產業的蓬勃發展。

氫能的採用

作為日本經濟脫碳和減少對化石燃料依賴努力的一部分，日本製定了「氫能社會」的全面願景。政府設定了雄心勃勃的目標，要成為氫能技術的全球領導者，並致力於建立涵蓋發電、交通、工業和住宅應用等各個領域的氫能生產、運輸和利用供應鏈。例如，日本政府於2023年6月對2017年發布的《氫能基本戰略》進行了修訂。修訂後的《氫能基本戰略》概述了日本未來五年的氫能戰略。基本策略設定了新的目標，包括到2030年將日本的氫氣和氨的供應量增加到300萬噸，到2040年增加到1200萬噸，到2050年增加到2000萬噸。此外，到2030年，全球使用日本製造零件的水電解設備數量將擴大到約15GW。此外，在發電方面，日本將推動高氫混合燃燒系統以及30%和100%氫燃燒系統的開發。這些因素進一步提升了日本電力市場的佔有率。此外，建立氫能基礎設施對於日本廣泛採用氫能至關重要。政府和私人公司正在投資基礎設施建設，包括氫氣生產設施、儲罐、交通網路以及氫動力汽車和燃料電池公車的加氣站。例如，2024年4月，商船三井（MOL）在北九州啟動了氫能和生物燃料混合動力客船「Hanaria」號。此外，2023 年 9 月，三菱重工業株式會社 (MHI) 旗下的電力解決方案品牌三菱電力在日本中西部推出了高砂氫能園區，這是世界上第一個完整的氫能驗證設施。

科技快速進步

日本正在投資智慧電網技術，以實現其電網基礎設施的現代化。智慧電錶、儲能、感測器、通訊系統和進階分析功能可即時監控、控制和最佳化電力分配，提高電網的可靠性、效率和彈性。例如，2023年10月，JERA株式會社（JERA）和豐田汽車公司（Toyota）在日本推出了Sweep儲能系統。此外，鋰離子電池、液流電池和抽水蓄能等儲能技術的創新支持間歇性再生能源的整合並提高電網穩定性。例如，2024 年 5 月，基礎設施投資公司 Stonepeak 與新加坡電池儲能系統 BESS 開發商 CHC 合作，在日本各地推進 BESS 專案。除此之外，日本還投資了電動車基礎設施，包括充電站、智慧充電解決方案和車輛到電網 (V2G) 技術。此外，電動汽車電池、充電協議和電網整合方面的創新支持交通電氣化，並促進向低碳交通運輸部門的轉型。例如，2024年4月，奧迪充電中心在東京推出。該設施位於紀尾井町商業區，擁有四個快速充電插座，每個插座可提供高達 150 千瓦的電力。這些因素對日本電力市場預測產生了正面影響。

日本電力市場細分：

依生成來源分類：

熱的
水力發電
再生能源
其他

火力發電廠主要以液化天然氣（LNG）、煤炭和石油為燃料，傳統上一直是日本主要的發電來源。這些工廠使用燃燒或蒸汽渦輪機將燃燒化石燃料釋放的能量轉化為電能。此外，水力發電一直是日本重要的再生能源，利用流水推動渦輪機發電，為電力生產做出貢獻。日本多山的地形和眾多的河流為水力發電開發提供了充足的機會。除此之外，日本也積極推動再生能源的擴張，包括太陽能、風能、生質能和地熱能。尤其是太陽能，發展十分迅速，全國有數百萬個屋頂太陽能裝置和公用事業規模的太陽能發電場。風力發電容量也在增加，尤其是日本沿海的離岸風電計畫。而核能歷來是日本重要的電力來源。 2011 年福島第一核電廠事故發生前，核反應爐提供了日本約 30% 的電力。

競爭格局：

市場研究報告也對市場競爭格局進行了全面的分析。報告涵蓋了市場結構、關鍵參與者定位、最佳制勝策略、競爭儀表板和公司評估象限等競爭分析。此外，也提供了所有主要公司的詳細資料。

日本電力市場新聞：

2024 年 5 月：基礎設施投資公司 Stonepeak 與新加坡電池儲能系統 BESS 開發商 CHC 合作，在日本各地推進 BESS 專案。
2024 年 5 月：PAG 宣布啟動 PAG REN I，以支持日本實現其太陽能目標，其中包括 2030 年增加 108GW 的太陽能發電。
2024年4月：商船三井（MOL）在北九州啟動氫能和生物燃料混合客船「Hanaria」號。

本報告回答的關鍵問題：

日本電力市場迄今表現如何？未來幾年將如何表現？
新冠疫情對日本電力市場有何影響？
日本電力市場按發電源分類是怎樣的？
日本電力市場的價值鏈分為哪些階段？
日本強國建設的關鍵促進因素和挑戰是什麼？
日本電力市場的結構是怎麼樣的？主要參與者有哪些？
日本電力市場的競爭程度如何？

本報告回答的關鍵問題：

日本電力市場迄今表現如何？未來幾年將如何表現？
新冠疫情對日本電力市場有何影響？
日本電力市場按發電源分類是怎樣的？
日本電力市場的價值鏈分為哪些階段？
日本強國建設的關鍵促進因素和挑戰是什麼？
日本電力市場的結構是怎麼樣的？主要參與者有哪些？
日本電力市場的競爭程度如何？

Japan power market size reached 965.4 TWh in 2024. Looking forward, IMARC Group expects the market to reach 1,348.5 TWh by 2033, exhibiting a growth rate (CAGR) of 3.50% during 2025-2033. The increasing demand for green energy solutions, energy-efficient appliances, and sustainable practices in daily life is primarily driving the Japan power market growth. Renewable energy policies, international collaborations, surging awareness regarding sustainable development, technological advancements, climate change mitigation, etc., are also driving the regional market.

Japan Power Market Analysis:

Major Market Drivers: The rising digitalization along with the numerous government initiatives promoting renewable installations, providing subsidies, and setting ambitious clean energy targets are spurring both public and private sector investments in the power industry, thereby stimulating the Japan power market demand.
Key Market Trends: The growing focus on strengthening nuclear power coupled with the ongoing refurbishment of energy storage and smart grid facilities, is further expected to escalate the market growth. Moreover, Japan has a long-standing focus on energy efficiency due to its limited domestic energy resources and high energy import dependency, thereby propelling the Japan power industry's growth.
Challenges and Opportunities: Energy security, grid modernization, energy transition costs, and regulatory uncertainty are some of the key challenges that the market is facing. However, modernizing the grid with smart grid technologies, sensors, and digital platforms enhances grid flexibility, optimizes asset management, and empowers consumers to participate in demand-side management programs. Digitalization presents opportunities for efficiency gains and new business models in the power sector.

Japan Power Market Trends:

Renewable Energy Growth

Renewable energy growth is a significant driver of the expansion and transformation of Japan's power market. The rising government efforts to reduce carbon emissions and alleviate the usage of fossil fuels in the power sector are driving the adoption of renewable resources. For instance, according to the article published by the U.S. Energy Information Administration, the Japanese government has established energy policies aiming at achieving carbon neutrality, or net-zero greenhouse gas (GHG) emissions, by 2050 through emissions reductions in the electric generation, industrial, and transportation sectors. In the electric power sector, government regulations set 2030 targets for expedited investment in renewable capacity, greater nuclear generation, and reduced usage of fossil fuels for electricity generation. Moreover, the expansion of renewable energy, including solar, wind, biomass, and geothermal, diversifies Japan's energy sources. This reduces reliance on imported fossil fuels, enhancing energy security and resilience against supply disruptions and price volatility in global markets. For instance, Japan's GX (Green Transformation) Decarbonization Power Supply Bill (approved in April 2023) aimed to increase the contribution of non-fossil fuel generation sources to 59% of the generation mix by 2030, up from 31% in 2022. Policies aimed to raise the share of renewable electricity sources, including solar, wind, hydropower, geothermal, and biomass, from 26% in 2022 to 36%-38% by 2030. These factors are further proliferating the power industry in Japan.

Adoption of Hydrogen Power Energy

Japan has developed a comprehensive vision for a "hydrogen society" as part of its efforts to decarbonize the economy and reduce reliance on fossil fuels. The government has set ambitious targets to become a global leader in hydrogen technology and aims to establish a supply chain for producing, transporting, and utilizing hydrogen across various sectors, including power generation, transportation, industry, and residential applications. For instance, in June 2023, the Japanese government amended its "Hydrogen Basic Strategy" launched in 2017. The updated Hydrogen Basic Strategy outlines Japan's hydrogen strategy over the next five years. The basic strategy set new goals that include increasing the supply of hydrogen and ammonia in Japan, to 3 million tons by 2030, to 12 million tons by 2040 and to 20 million tons by 2050. It also aimed to expand the number of water electrolysis equipment with Japan-made parts to roughly 15GW globally by 2030. In addition to this, in terms of power generation, Japan would promote the development of high-hydrogen-mixed combustion systems, as well as 30%- and 100%-hydrogen combustion systems. These factors are further contributing to the Japan power market share. Moreover, establishing a hydrogen infrastructure is critical for the widespread adoption of hydrogen energy in Japan. The government and private companies are investing in infrastructure development, including hydrogen production facilities, storage tanks, transportation networks, and refueling stations for hydrogen-powered vehicles and fuel cell buses. For instance, in April 2024, Mitsui O.S.K. Lines (MOL) started Hanaria, a hydrogen and biofuel hybrid passenger ship in Kitakyushu. Also, in September 2023, Mitsubishi Power, a power solution brand of Mitsubishi Heavy Industries, Ltd. (MHI), launched Takasago Hydrogen Park, the world's first complete hydrogen validation facility, which is located in west central Japan.

Rapid Technological Advancements

Japan is investing in smart grid technologies to modernize its power grid infrastructures. Smart meters, energy storage, sensors, communication systems, and advanced analytics enable real-time monitoring, control, and optimization of electricity distribution, improving grid reliability, efficiency, and resilience. For instance, in October 2023, JERA Co., Inc. (JERA) and Toyota Motor Corporation (Toyota) launched the Sweep Energy Storage System in Japan. Moreover, innovations in energy storage technologies, such as lithium-ion batteries, flow batteries, and pumped hydro storage, support the integration of intermittent renewable energy sources and enhance grid stability. For instance, in May 2024, Stonepeak, an infrastructure investment firm, collaborated with CHC, a Singapore-based battery energy storage system BESS developer, to progress BESS projects across Japan. In addition to this, Japan invested in EV infrastructure, including charging stations, smart charging solutions, and vehicle-to-grid (V2G) technologies. In addition, innovations in EV batteries, charging protocols, and grid integration support the electrification of transportation and facilitate the transition towards a low-carbon transportation sector. For instance, in April 2024, the Audi charging hub was launched in Tokyo. Situated in the Kioicho business sector, this facility has four fast-charging outlets that can provide up to 150 kW of power each. These factors are positively influencing the Japan power market forecast.

Japan Power Market Segmentation:

Breakup by Generation Source:

Thermal
Hydro
Renewable
Others

Thermal power plants, primarily fueled by liquefied natural gas (LNG), coal, and oil, have traditionally been a major source of electricity generation in Japan. These plants use combustion or steam turbines to convert the energy released from burning fossil fuels into electricity. Moreover, hydropower has been a significant source of renewable energy in Japan, contributing to electricity generation through the use of flowing water to drive turbines and generate electricity. Japan's mountainous terrain and numerous rivers provide ample opportunities for hydropower development. Besides this, Japan has been actively promoting the expansion of renewable energy sources, including solar, wind, biomass, and geothermal power. Solar energy, in particular, has experienced rapid growth, with millions of rooftop solar installations and utility-scale solar farms across the country. Wind power capacity is also increasing, especially offshore wind projects along Japan's coastlines. While nuclear power has historically been a significant source of electricity generation in Japan. Before the Fukushima Daiichi nuclear disaster in 2011, nuclear reactors provided around 30% of Japan's electricity.

Competitive Landscape:

The market research report has also provided a comprehensive analysis of the competitive landscape in the market. Competitive analysis such as market structure, key player positioning, top winning strategies, competitive dashboard, and company evaluation quadrant has been covered in the report. Also, detailed profiles of all major companies have been provided.

Japan Power Market News:

May 2024: Stonepeak, an infrastructure investment firm, collaborated with CHC, a Singapore-based battery energy storage system BESS developer, to progress BESS projects across Japan.
May 2024: PAG announced the launch of PAG REN I to support Japan in achieving its solar energy targets, which include adding 108GW of solar power by 2030.
April 2024: Mitsui O.S.K. Lines (MOL) started Hanaria, a hydrogen and biofuel hybrid passenger ship in Kitakyushu.

Key Questions Answered in This Report:

How has the Japan power market performed so far and how will it perform in the coming years?
What has been the impact of COVID-19 on the Japan power market?
What is the breakup of the Japan power market on the basis of generation source?
What are the various stages in the value chain of the Japan power market?
What are the key driving factors and challenges in the Japan power?
What is the structure of the Japan power market and who are the key players?
What is the degree of competition in the Japan power market?

1 Preface

2 Scope and Methodology

2.1 Objectives of the Study
2.2 Stakeholders
2.3 Data Sources
- 2.3.1 Primary Sources
- 2.3.2 Secondary Sources
2.4 Market Estimation
- 2.4.1 Bottom-Up Approach
- 2.4.2 Top-Down Approach
2.5 Forecasting Methodology

3 Executive Summary

4 Japan Power Market - Introduction

4.1 Overview
4.2 Market Dynamics
4.3 Industry Trends
4.4 Competitive Intelligence

5 Japan Power Market Landscape

5.1 Historical and Current Market Trends (2019-2024)
5.2 Market Forecast (2025-2033)

6 Japan Power Market - Breakup by Generation Source

6.1 Thermal
- 6.1.1 Overview
- 6.1.2 Historical and Current Market Trends (2019-2024)
- 6.1.3 Market Forecast (2025-2033)
6.2 Hydro
- 6.2.1 Overview
- 6.2.2 Historical and Current Market Trends (2019-2024)
- 6.2.3 Market Forecast (2025-2033)
6.3 Renewable
- 6.3.1 Overview
- 6.3.2 Historical and Current Market Trends (2019-2024)
- 6.3.3 Market Forecast (2025-2033)
6.4 Others
- 6.4.1 Historical and Current Market Trends (2019-2024)
- 6.4.2 Market Forecast (2025-2033)

7 Japan Power Market - Competitive Landscape

7.1 Overview
7.2 Market Structure
7.3 Market Player Positioning
7.4 Top Winning Strategies
7.5 Competitive Dashboard
7.6 Company Evaluation Quadrant

8 Profiles of Key Players

8.1 Company A
- 8.1.1 Business Overview
- 8.1.2 Product Portfolio
- 8.1.3 Business Strategies
- 8.1.4 SWOT Analysis
- 8.1.5 Major News and Events
8.2 Company B
- 8.2.1 Business Overview
- 8.2.2 Product Portfolio
- 8.2.3 Business Strategies
- 8.2.4 SWOT Analysis
- 8.2.5 Major News and Events
8.3 Company C
- 8.3.1 Business Overview
- 8.3.2 Product Portfolio
- 8.3.3 Business Strategies
- 8.3.4 SWOT Analysis
- 8.3.5 Major News and Events
8.4 Company D
- 8.4.1 Business Overview
- 8.4.2 Product Portfolio
- 8.4.3 Business Strategies
- 8.4.4 SWOT Analysis
- 8.4.5 Major News and Events
8.5 Company E
- 8.5.1 Business Overview
- 8.5.2 Product Portfolio
- 8.5.3 Business Strategies
- 8.5.4 SWOT Analysis
- 8.5.5 Major News and Events

9 Japan Power Market - Industry Analysis

9.1 Drivers, Restraints and Opportunities
- 9.1.1 Overview
- 9.1.2 Drivers
- 9.1.3 Restraints
- 9.1.4 Opportunities
9.2 Porters Five Forces Analysis
- 9.2.1 Overview
- 9.2.2 Bargaining Power of Buyers
- 9.2.3 Bargaining Power of Suppliers
- 9.2.4 Degree of Competition
- 9.2.5 Threat of New Entrants
- 9.2.6 Threat of Substitutes
9.3 Value Chain Analysis