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市場調查報告書
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1690902

日本電力 -市場佔有率分析、產業趨勢與統計、成長預測(2025-2030 年)

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

出版日期: | 出版商: Mordor Intelligence | 英文 90 Pages | 商品交期: 2-3個工作天內

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簡介目錄

日本電力市場規模預計在 2025 年為 328.33 吉瓦,預計在 2030 年達到 349.71 吉瓦,預測期內(2025-2030 年)的複合年成長率為 1.27%。

日本電力市場-IMG1

關鍵亮點

  • 從中期來看,太陽能光電系統價格和安裝成本的下降、可再生能源技術的進步以及政府的支持措施預計將推動日本電力市場的發展。
  • 預計液化天然氣成本的波動和較高的進口依賴度將影響天然氣發電,並在預測期內阻礙市場成長。
  • 日本離岸風力發電領域的發展可能為未來日本電力市場創造許多機會。

日本電力市場的趨勢

火力發電預計將佔據市場主導地位

  • 截至2023年,火力發電將佔日本總設備容量的近46.96%,並將成為日本能源結構的最大貢獻者。根據跨地區輸電業者協調組織(OCCTO)預測,到2023年,日本火力發電裝置容量將達到近1,506萬千瓦,涵蓋481多個地點。
  • 根據經濟產業省的資料,日本持有火力發電資產的發電公司約有214家。但日本火力發電市場主要由原一般電力公司所持有,火力發電總合裝置容量超過3GW的公司僅有十家,其中包括北海道電力、東北電力、JERA、北陸電力、關西電力等大公司。
  • 日本火力發電領域以液化天然氣發電廠為主,佔總發電量的近53.1%。根據經濟產業省統計,日本共有發電廠69座,平均裝置容量為110萬千瓦。其次是燃煤發電廠,有近95台機組,總設備容量的32.2%。
  • 然而,自俄烏衝突爆發以來,日本液化天然氣供應情況日益惡化。例如,日本的合約液化天然氣供應量預計將在 2023 年下降近 8%,每年近 600 萬噸(MTPA)的長期液化天然氣供應合約將到期。
  • 日本公司已與主要液化天然氣供應商協商了2023年和2024年的新契約,以扭轉這一趨勢。例如,2024年5月,澳洲石油天然氣公司桑托斯與日本北海道燃氣公司簽署了液化天然氣(LNG)長期供購協議(SPA)。根據協議,北海道天然氣將在10年內每年供應高達40萬噸液化天然氣。
  • 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。

可再生能源技術的進步和政府支援措施

  • 在政府大力推動向清潔能源來源轉型以及可再生能源技術不斷進步的推動下,日本可再生能源電力產業有望大幅成長。日本製定了雄心勃勃的氣候變遷目標,力爭實現碳中和。
  • 日本第六個戰略能源計畫的目標是到2030年將可再生能源在其能源結構中的比例從36%提高到38%。在逐步擺脫核能的同時,日本也擴大採用太陽能、風能和潮汐能等再生能源,旨在減少對外國能源的依賴,促進國內能源創新。
  • 此外,日本經濟產業省的「綠色成長策略」旨在2050年實現碳中和。該戰略概述了對再生能源、核能復興以及採用低碳氫化合物、先進核子反應爐和碳回收等最尖端科技的雄心勃勃的推動。這些發展必將加速可再生技術的進步。
  • 根據經濟產業省資源能源廳統計,截至2023年9月,日本全國可再生能源發電發電廠約有4,730座,與前一年同期比較增加了458座。由於政府的支持性策略和政策預計將導致再生能源計劃可再生能源發電可再生能源發電廠的數量預計將會增加。
  • 例如,2024年5月,總部位於阿布達比的主權投資者穆巴達拉投資公司(Mubadala)投資了PAG的亞太可再生能源平台。該平台的戰略重點是為日本企業提供太陽能解決方案。
  • 在政府的強力支持下,包括政策、機構和雄心勃勃的可再生能源目標,日本的可再生能源市場預計將在未來幾年內實現成長。

日本電力業概況

日本的電力市場適度細分。市場的主要企業包括東京電力公司、東北電力公司、北海道電力公司、中部電力公司和北陸電力公司。

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章執行摘要

第3章調查方法

第4章 市場概述

  • 介紹
  • 日本發電量及截至2029年的預測
  • 日本發電量及預測(截至2029年)
  • 2023年日本可再生能源結構
  • 近期趨勢和發展
  • 政府法規和政策
  • 市場動態
    • 驅動程式
      • 太陽能發電系統價格與安裝成本下降
      • 可再生能源技術的進步和政府支援措施
    • 限制因素
      • 液化天然氣成本波動和高進口依賴度影響天然氣發電
  • 供應鏈分析
  • PESTLE分析

第5章市場區隔

  • 發電源
    • 火力
    • 水力發電
    • 核能
    • 可再生能源
  • 輸配電(T&D)

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
    • Hokkaido Electric Power Company
    • Tohoku Electric Power Company
    • Tokyo Electric Power Company
    • Chubu Electric Power Company
    • Hokuriku Electric Power Company
    • Kansai Electric Power Company
    • Chugoku Electric Power Company
    • Shikoku Electric Power Company
    • Kyushu Electric Power Company
    • Okinawa Electric Power Company
  • 市場排名/佔有率(%)分析

第7章 市場機會與未來趨勢

  • 日本離岸風力發電領域的發展
簡介目錄
Product Code: 72379

The Japan Power Market size is estimated at 328.33 gigawatt in 2025, and is expected to reach 349.71 gigawatt by 2030, at a CAGR of 1.27% during the forecast period (2025-2030).

Japan Power - Market - IMG1

Key Highlights

  • In the medium period, the declining price and installation cost of solar PV systems, advancements in renewable energy technologies, and supportive government initiatives are expected to drive the Japanese power market.
  • Volatility in LNG costs and high reliance on imports impact natural gas power generation and are expected to hinder the market's growth during the forecast period.
  • Nevertheless, the progress in the Japanese offshore wind power sector is likely to create several opportunities for the Japanese power market in the future.

Japan Power Market Trends

Thermal Power Generating Source is Expected to Dominate the Market

  • As of 2023, the thermal power plant sector was the largest contributor to Japan's power mix, accounting for nearly 46.96% of the country's total installed capacity. In 2023, according to the Organization of Cross-Regional Coordination of Transmission Operators (OCCTO), the country had nearly 150.06 GW of installed thermal capacity from more than 481 power plants.
  • According to Ministry of Economy, Trade, and Industry (METI) data, Japan has nearly 214 electricity generation companies that own thermal electricity generation assets. However, the Japanese thermal power market is dominated by former general electric utilities, with only ten companies having a total installed thermal capacity exceeding 3 GW, which include major companies such as Hokkaido Electric Power Co., Tohoku Electric Power Co., JERA, Hokuriku Electric Power Co., and Kansai Electric Power Co.
  • The Japanese thermal power sector is dominated by LNG-fired plants, which account for nearly 53.1% of the total power capacity. According to METI statistics, Japan has 69 plants, with an average installed capacity of 1.1 GW. This is followed by coal-fired power plants, which account for nearly 95 plants and 32.2% of the total installed capacity.
  • However, since the start of the Russia-Ukraine conflict, Japan's LNG supply situation has become increasingly dire. For instance, in 2023, nearly 6 million tonnes/year (MTPA) of long-term LNG supply contracts expired, which was expected to reduce the country's contractual LNG supply by nearly 8%.
  • Japanese companies negotiated new deals with major LNG-supplying nations to reverse this trend in 2023 and 2024. For instance, in May 2024, Santos, an Australian oil and gas company, made a long-term liquified natural gas (LNG) supply and purchase agreement (SPA) with Japan's Hokkaido Gas. As per the deal, the company will supply up to 0.4 million tonnes of LNG annually over ten years.
  • Therefore, owing to 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.

Advancements in Renewable Energy Technologies and Supportive Government Initiatives

  • Japan's renewable power sector is poised for significant growth, driven by robust government initiatives to transition toward cleaner energy sources and ongoing advancements in renewable technology. The nation has set ambitious climate targets, aiming for carbon neutrality.
  • Japan's Sixth Strategic Energy Plan outlines a goal of elevating the share of renewable energy in its energy mix from 36% to 38% by 2030. With a shift away from nuclear power, Japan is increasingly embracing renewables like solar, wind, and tidal power, aiming to reduce reliance on foreign energy and foster domestic energy innovation.
  • Further, the Japanese Green Growth Strategy by the Japanese Ministry of Economy, Trade, and Industry aims for carbon neutrality by 2050. The strategy outlined an ambitious push for renewables, a revival of nuclear power, and the adoption of cutting-edge technologies like low-carbon hydrogen, advanced nuclear reactors, and carbon recycling. These developments are poised to drive advancements in renewable technologies.
  • As per the Agency for Natural Resources and Energy, Ministry of Economy, Trade and Industry of Japan, as of September 2023, there were around 4.73 thousand renewable power stations in Japan, an annual increase of 458 power stations compared to the previous year. With the surge in the upcoming investments in renewable energy projects due to supportive government strategies and policies, the number of renewable power plants is expected to increase during the forecast period.
  • For instance, in May 2024, Mubadala Investment Company (Mubadala), a sovereign investor based in Abu Dhabi, invested in PAG's Asia Pacific renewable energy platform. This platform is strategically centered on delivering solar power solutions to businesses in Japan.
  • Given this strong government backing, including policies, schemes, and ambitious renewable targets, the renewable energy market in Japan is poised for growth in the coming years.

Japan Power Industry Overview

The Japanese power market is moderately fragmented. Some of the key players in the market are Tokyo Electric Power Company, Tohoku Electric Power Company, Hokkaido Electric Power Company, Chubu Electric Power Company, and Hokuriku Electric Power Company.

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 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Installed Power Generation Capacity and Forecast, till 2029
  • 4.3 Electricity Generation and Forecast, Japan, till 2029
  • 4.4 Renewable Energy Mix, Japan, 2023
  • 4.5 Recent Trends and Developments
  • 4.6 Government Policies and Regulations
  • 4.7 Market Dynamics
    • 4.7.1 Drivers
      • 4.7.1.1 Declining Price and Installation Cost of Solar PV Systems
      • 4.7.1.2 Advancements in Renewable Energy Technologies and Supportive Government Initiatives
    • 4.7.2 Restraints
      • 4.7.2.1 Fluctuating LNG Costs and High Reliance on Imports Impact Natural Gas Power Generation
  • 4.8 Supply Chain Analysis
  • 4.9 PESTLE Analysis

5 MARKET SEGMENTATION

  • 5.1 Power Generation Source
    • 5.1.1 Thermal
    • 5.1.2 Hydroelectric
    • 5.1.3 Nuclear
    • 5.1.4 Renewable
  • 5.2 Power Transmission and Distribution (T&D)

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 Hokkaido Electric Power Company
    • 6.3.2 Tohoku Electric Power Company
    • 6.3.3 Tokyo Electric Power Company
    • 6.3.4 Chubu Electric Power Company
    • 6.3.5 Hokuriku Electric Power Company
    • 6.3.6 Kansai Electric Power Company
    • 6.3.7 Chugoku Electric Power Company
    • 6.3.8 Shikoku Electric Power Company
    • 6.3.9 Kyushu Electric Power Company
    • 6.3.10 Okinawa Electric Power Company
  • 6.4 Market Ranking/Share (%) Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Progress in Japan's Offshore Wind Power Sector