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市場調查報告書
商品編碼
1690162

電力 -市場佔有率分析、產業趨勢與統計、成長預測(2025-2030 年)

Power - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: | 出版商: Mordor Intelligence | 英文 260 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計預測期內電力市場將以 4.89% 的複合年成長率成長。

電力市場-IMG1

2020 年,新冠疫情對市場產生了負面影響。目前市場已恢復至疫情前的水準。

主要亮點

  • 從中期來看,預計發電量的成長、能源消耗需求的增加以及發電產業動態的變化將推動電力市場的需求。
  • 同時,佔全球發電量很大一部分的燃煤電廠的逐步淘汰,以及油價波動導致多個上游計劃延期,預計將阻礙電力市場的成長。
  • 然而,石化燃料發電廠的日益關閉,風能、太陽能、小型水力和其他可再生能源發電的湧入,對電動車和熱泵的需求不斷成長,以及透過聯網電纜出口需求的不斷增加,增加了對輸配電 (T&D) 線路安裝的要求,為主要參與者創造了許多商機。
  • 由於都市化高以及電力需求不斷增加(主要來自中國和印度),預計亞太地區將成為預測期內最大的市場。

電力市場趨勢

發電熱源成為最大市場

  • 發電使用多種能源來源,包括煤炭和石油等石化燃料以及風能和太陽能等可再生能源。發電能源結構以煤炭、石油和天然氣等石化燃料為主,三者佔全球能源結構的近65%。
  • 發電結構嚴重偏向煤炭,煤炭是主要貢獻者。由於水電、核能、燃氣等其他傳統電源新增量的限制,煤電比重逐年增加。
  • 燃煤發電廠是應用最廣泛的火力發電廠,預計2025年將佔世界電力供應的最大佔有率。超超臨界煤技術等效率更高、每千瓦污染更少的技術可能取代老化的發電廠。
  • 根據能源研究所《2023年世界能源統計評論》,到2022年,燃煤發電廠。在全球整體,到2022年,煤炭將繼續佔發電燃料的大部分,其佔有率將從2020年的35.1%增加到35.37%。 2022年煤炭發電量將達10,317.2 TWh。
  • 2022年3月,墨西哥國營電力公司聯邦電力委員會(CFE)宣布直接訂單五個計劃,預計將增加226萬千瓦的天然氣發電容量。它們是位於下加利福尼亞州的 429 兆瓦 CCI Mexicali Oriente 發電廠和位於索諾拉州的 202 兆瓦 CCI Parque Industrial 發電廠。另外三座為複合迴圈發電廠:位於聖路易斯波托西的CCC San Luis Potosi(442 兆瓦)和位於瓜納華託的CCC Salamanca(932 兆瓦),均由三菱電機訂單。最終,克雷塔羅的CCC El South II(256兆瓦)被訂單TSK和西門子能源。
  • 2022年9月,位於德國北部漢諾威附近彼得斯哈根的燃煤備用發電廠海登發電廠運作。海登發電廠裝置容量為 875 兆瓦,是德國最強大的燃煤發電廠之一。
  • 德國計畫最遲在2038年逐步淘汰燃煤發電。然而,烏克蘭戰爭及由此引發的能源市場動盪,導致一些發電廠暫時運作。因此,由於上述因素,預計火力發電將成為預測期內電力市場最大的組成部分。

亞太地區佔市場主導地位

  • 亞太地區擁有全球 50% 以上的人口和 60% 以上的特大城市,隨著人口快速成長和工業化導致數百萬新用戶獲得電力,該地區的電力需求將不斷成長。例如,根據能源研究所《2023年世界能源統計評論》,該地區的初級能源消費量將從2013年的220.48艾焦耳增加到2022年的277.60艾焦耳。
  • 在許多亞太國家,輸配電(T&D)網路不足意味著一些偏遠和農村地區無法用電。為了向這些地區提供電力,該地區的國家正在大力投資建造輸電網路。
  • 中國主導該地區的電力市場,能源產業正在重新定位,朝向更清潔、更永續的能源來源轉型,以減少碳排放,並在 2060 年實現淨零碳排放。
  • 此外,截至2022年,中國已成為全球可再生能源裝置容量最大的國家。根據中國國家能源局的預測,2022年底,中國可再生能源發電裝置容量將達到1,213吉瓦,約佔全國發電總裝置容量的47.3%。
  • 例如,2022年,中國政府宣布計畫在戈壁沙漠地區建造450吉瓦的太陽能和風力發電場,以實現2030年的可再生能源目標。
  • 根據國際能源總署(IEA)的數據,受收入水準上升和生活水準提高的推動,印度是世界第三大能源消費國。未來幾年,數百萬印度家庭將購買新電器產品和空調,為了支持這一成長,預測期內將需要大量增加電力系統。
  • 此外,印度政府正在大力投資可再生能源以減少碳排放,並透過實施各種大型永續電力計劃大力推動綠色能源。截至 2023 年 2 月,印度的可再生能源裝置容量為 168.96 吉瓦,該國的目標是到 2030 年將可再生能源裝置容量達到 450 吉瓦 (GW) 左右,這將直接支持市場。
  • 例如,2022年,國家火力發電公司(NTPC)和印度重型電氣公司(BHEL)將在特倫甘納邦運作印度最大的浮體式太陽能發電廠,裝置容量為100兆瓦,每年可減少二氧化碳排放21萬噸。
  • 因此,預計隨著擴張和升級等因素導致的電力需求增加,尤其是在亞太地區,它將對電力市場產生積極影響。

電力業概況

電力市場分散。市場的主要企業(不分先後順序)包括中國國家電網公司、伊維爾德羅拉公司、東京電力公司控股公司、NTPC 和法國電力公司。

其他福利:

  • Excel 格式的市場預測 (ME) 表
  • 3個月的分析師支持

目錄

第1章 引言

  • 研究範圍
  • 市場定義
  • 調查前提

第2章調查方法

第3章執行摘要

第4章 市場概述

  • 介紹
  • 全球發電裝置容量(GW)及2028年預測
  • 2028年全球發電量及預測
  • 可再生能源結構(2022年)
  • 2011-2022年初級能源消費量(百萬噸油當量)
  • 近期趨勢和發展
  • 政府法規和政策
  • 市場動態
    • 驅動程式
      • 增加發電量以滿足能源消耗需求
      • 可再生能源的採用日益增多
    • 限制因素
      • 淘汰燃煤電廠
  • 供應鏈分析
  • 波特五力分析
    • 供應商的議價能力
    • 消費者議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭對手之間的競爭

第5章市場區隔

  • 發電 - 電源
    • 火力
    • 水力發電
    • 核能
    • 可再生能源
  • 輸配電(T&D)
  • 地區
    • 北美洲
    • 亞太地區
    • 歐洲
    • 南美洲
    • 中東和非洲

第6章競爭格局

  • 併購、合資、合作與協議
  • 主要企業策略
  • 公司簡介
    • State Grid Corporation of China
    • Engie SA
    • Electricite de France SA
    • Iberdrola, SA
    • National Thermal Power Corporation Limited
    • NTPC Ltd
    • Tokyo Electric Power Company Holding Inc
    • Enel SpA
    • Korea Electric Power Corporation(KEPCO)
    • Chubu Electric Power Co., Inc.

第7章 市場機會與未來趨勢

  • 透過聯網電纜不斷增加的出口需求導致輸電和配電 (T&D) 線路的安裝要求不斷增加。
簡介目錄
Product Code: 70503

The Power Market is expected to register a CAGR of 4.89% during the forecast period.

Power - Market - IMG1

COVID-19 negatively impacted the market in 2020. Presently the market has now reached pre-pandemic levels.

Key Highlights

  • Over the medium term, factors such as the growing electricity generation along with energy consumption demand, with changing power generation industry dynamics, are expected to drive the demand for the power market.
  • On the other hand, the phasing out of coal-based power plants, which account for a major share of power generation around the globe, and volatile crude oil prices leading to delays in several upstream projects are expected to hinder the growth of the Power Market.
  • Nevertheless, the increasing closures of fossil-fueled generation, an influx of wind, solar, small hydro, and other renewables-based power generation, rising electric vehicle and heat pump demand, and increasing export requirements via interconnectors have resulted in increased requirements for installation of Transmission and Distributions (T&D) lines, creating several opportunities for the major companies.
  • Asia-Pacific is expected to be the largest market during the forecast period, owing to the high urbanization growth rate and growing electricity demand, mainly from China and India.

Power Market Trends

Thermal Source for Power Generation to be the Largest Market

  • Power generation uses a variety of sources ranging from fossil fuels like coal and oil to renewable sources like wind and solar. The energy mix for electricity generation is dominated by fossil fuels like coal, oil, and natural gas, with the three constituting almost 65% of the global energy mix.
  • The power generation mix is heavily skewed toward coal, with a major contribution, because of cheaper domestic fuel availability. Its share in the mix has increased over the years due to constraints in adding other conventional generation sources-hydro, nuclear, and gas.
  • Coal thermal power plants are the most widely used thermal power plant and are expected to have the largest share in the electricity power (global) supply, in 2025, in the world. More efficient technologies like Ultra Supercritical Coal Technology, which reduces pollution (per KW), are likely to replace aging power plants.
  • As per Energy Institute Statistical Review of World Energy 2023, in 2022, a coal-based thermal power plant holds the largest share in total global power generation. Globally, the amount of power generated from coal remained the dominant fuel for power generation in 2022, with its share increasing to 35.37%, up from 35.1% in 2020. In 2022, coal-based power generation had reached 10317.2 TWh.
  • In March 2022, Comision Federal de Electricidad (CFE), the state-owned electric utility of Mexico, issued direct awards on five projects expected to add 2.26 GW of gas-based power generation capacity. Wartsila was awarded contracts to build two internal combustion engine power plants: the 429 MW CCI Mexicali Oriente plant in Baja California, and the 202 MW CCI Parque Industrial in Sonora. The other three are combined cycle plants: CCC San Luis Potosi (442MW) in CCC San Luis Potosi and the 932MW CCC Salamanca plant in Guanajuato, both awarded to Mitsubishi Power; and finally, CCC El Sauz ll (256MW) in Queretaro, with the contract going to TSK and Siemens Energy.
  • In September 2022, Germany re-started a coal-fired reserve power plant, The Heyden plant in Petershagen, near Hanover in northern Germany, With a capacity of 875 megawatts, Heyden is one of the most powerful coal-fired power plants in Germany.
  • Germany plans to phase out coal-fired power generation by 2038 at the latest. However, the war in Ukraine and the resulting disruptions to the energy market are causing some plants to be temporarily reactivated.Therefore, based on the factors mentioned above, the thermal source for power generation is expected to be the largest segment of the Power Market during the forecast period.

Asia-Pacific to Dominate the Market

  • Asia-Pacific is home to more than 50% of the global population and 60% of the large cities, and in the future, the continent will face increasing demand for power as millions of new customers are gaining access to electricity, with rapid population growth and industrialization. For instance, according to the Energy Institute Statistical Review of World Energy 2023, the primary energy consumption in the region increased from 220,48 exajoules in 2013 to 277.60 exajoules in 2022.
  • Many countries in Asia-Pacific have inadequate transmission and distribution (T&D) networks, and hence, electricity is not available in some of the remote and rural areas. To bring electricity to these areas, the countries in the region are investing heavily in building a transmission line network.
  • China dominates the power market in the region, and the energy sector is moving in a new direction by transitioning toward cleaner and sustainable energy sources to reduce carbon emissions and achieve net zero carbon emissions by 2060.
  • Furthermore, as of 2022, China has the most significant renewable installed capacity globally. According to China's National Energy Administration, the country's renewable installed capacity reached 1,213 GW by the end of 2022, accounting for about 47.3% of the total installed generation capacity.
  • For instance, in 2022, the government of China announced that it plans to build 450 gigawatts of solar and wind energy power plants in the Gobi desert regions to achieve the renewable energy target by 2030.
  • According to the International Energy Agency (IEA), India is the third largest energy-consuming country globally, owing to the rising income levels and improving standards of living, which directly aids the power market in the nation. Over the coming years, millions of Indian households will buy new appliances and air-conditioners, and to support the growth, the nation will have to add a large amount of power systems in the forecast period.
  • In addition, the Government of India is investing heavily in renewable energy to reduce carbon emissions and undertaking various large-scale sustainable power projects, and promoting green energy heavily. As of February 2023, India's installed renewable energy capacity stood at 168.96 GW, and the country is targeting about 450 Gigawatt (GW) of installed renewable energy capacity by 2030, which will directly aid the market.
  • For instance, in 2022, National Thermal Power Corporation (NTPC) and Bharat Heavy Electricals (BHEL) commissioned the largest floating solar power plant in India with a capacity of 100 MW in the state of Telangana, which will reduce the carbon dioxide emission by 2,10,000 tonnes per year.
  • Therefore, based on the factors like expansions and upgrades, especially in the Asia-Pacific region, along with increased power demand, is expected to have a positive impact on the power market.

Power Industry Overview

The Power Market is fragmented. Some of the major players (not in particular order) in the market include State Grid Corporation of China, Iberdrola, S.A., Tokyo Electric Power Company Holding Inc, NTPC Ltd, and Electricite de France S.A., among others.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of the Study
  • 1.2 Market Definition
  • 1.3 Study Assumptions

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Installed Power Generation Capacity and Forecast in GW, till 2028
  • 4.3 Electricity Generation and Forecast ,in TWh, Global, till 2028
  • 4.4 Renewables Energy Mix, Global, 2022
  • 4.5 Primary Energy Consumption, in MTOE, 2011-2022
  • 4.6 Recent Trends and Developments
  • 4.7 Government Policies and Regulations
  • 4.8 Market Dynamics
    • 4.8.1 Drivers
      • 4.8.1.1 Growing Electricity Generation along with Energy Consumption Demand
      • 4.8.1.1.1 Increasing adoption of Renewable Energy
    • 4.8.2 Restraints
      • 4.8.2.1 Phasing out of Coal-Based Power Plants
  • 4.9 Supply Chain Analysis
  • 4.10 Porter's Five Forces Analysis
    • 4.10.1 Bargaining Power of Suppliers
    • 4.10.2 Bargaining Power of Consumers
    • 4.10.3 Threat of New Entrants
    • 4.10.4 Threat of Substitutes Products and Services
    • 4.10.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Power Generation - Source
    • 5.1.1 Thermal
    • 5.1.2 Hydroelectric
    • 5.1.3 Nuclear
    • 5.1.4 Renewables
  • 5.2 Power Transmission and Distribution (T&D)
  • 5.3 Geography
    • 5.3.1 North America
    • 5.3.2 Asia-Pacific
    • 5.3.3 Europe
    • 5.3.4 South America
    • 5.3.5 Middle-East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 State Grid Corporation of China
    • 6.3.2 Engie SA
    • 6.3.3 Electricite de France S.A.
    • 6.3.4 Iberdrola, S.A.
    • 6.3.5 National Thermal Power Corporation Limited
    • 6.3.6 NTPC Ltd
    • 6.3.7 Tokyo Electric Power Company Holding Inc
    • 6.3.8 Enel S.p.A.
    • 6.3.9 Korea Electric Power Corporation (KEPCO)
    • 6.3.10 Chubu Electric Power Co., Inc.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Increasing Export Requirements via Interconnectors have Resulted in Increased Requirements for Installation of Transmission and Distributions (T&D) Lines