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市場調查報告書
商品編碼
1938180
直流電纜市場 - 全球產業規模、佔有率、趨勢、機會及預測(按應用、絕緣類型、最終用戶、地區和競爭格局分類,2021-2031年)DC Electric Cable Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Application, By Insulation Type, By End User, By Region & Competition, 2021-2031F |
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全球直流 (DC) 電力電纜市場預計將從 2025 年的 1,248.9 億美元成長到 2031 年的 1,739.7 億美元,複合年成長率為 5.68%。
直流輸電電纜是專門設計的長距離輸電線路,能夠以最小的功率損耗輸送電力,對於高壓地下和海底基礎設施至關重要。市場成長的主要驅動力是全球向可再生能源轉型,特別是將偏遠的離岸風力發電連接到當地電網的需求,以及對高效跨境互聯日益成長的成長要素。根據國際能源總署(IEA)預測,到2024年,全球電網投資預計將達到4,000億美元,這表明市場對支持這些先進電纜系統部署的基礎設施有著強勁的需求。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 1248.9億美元 |
| 市場規模:2031年 | 1739.7億美元 |
| 複合年成長率:2026-2031年 | 5.68% |
| 成長最快的細分市場 | 公共產業和電網 |
| 最大的市場 | 亞太地區 |
然而,高壓直流計劃需要大量的前期投資,特別是用於將電流轉換為終端用電所需的換流站成本。這項資金挑戰,加上將系統併入現有交流電網的技術複雜性,常常導致最終投資決策的延遲,並使計劃執行更加複雜,尤其是在價格敏感地區。
離岸風力發電計劃的快速成長是直流電力電纜市場的主要驅動力,因為這些設施需要系統將電力從偏遠的海洋位置有效地輸送到陸上電網。直流技術特別適用於這些長距離海底連接,因為它最大限度地減少了交流電在長距離傳輸過程中造成的功率損耗。可再生能源活動的成長與高壓輸電電纜採購量的增加直接相關,全球風力發電理事會(GWEC)發布的《2024年全球風能報告》也印證了這一趨勢。報告指出,2023年將新增117吉瓦的風電裝置容量,創歷史新高,這意味著需要配套電纜的基礎設施將大幅擴張。
同時,對高壓直流輸電(HVDC)基礎設施投資的增加是市場發展的主要驅動力。這主要源自於對電網現代化和跨國互聯的迫切需求。電力公司正利用這些系統促進大容量電力輸送,並提高區域間電網穩定性,從而對能夠處理吉瓦級負載的專用海底和地下直流電纜產生了巨大需求。例如,2024年8月,英國能源監管機構Ofgem核准了一項價值34億英鎊的資金籌措方案,用於連接蘇格蘭和英格蘭的「東部綠色連接2號」(Eastern Green Link 2)海底電纜項目,凸顯了該項目涉及的巨額資金。普睿司曼公司(Prysmian SpA)在其2024年上半年財報中公佈的輸電電纜累積訂單量約為180億歐元,也印證了這一趨勢,反映出市場對先進電纜解決方案的持續需求。
高壓直流輸電計劃所需的大量領先資本支出是全球直流電力電纜市場成長的一大障礙。這些基礎設施項目不僅需要巨額資金用於專用輸電線路,還需要用於建造複雜的變電站,以將電流轉換為可併網的電壓。這種沉重的財務負擔構成了准入壁壘,並常常導致開發商和電力公司推遲或放棄重要的離岸風力發電電項目和跨境互聯計劃,尤其是在價格敏感、難以獲得大規模資金籌措的地區。
因此,全球供應鏈的波動加劇了這些經濟壓力,導致計劃預算在開工前就進一步膨脹。國際能源總署(IEA)報告稱,由於原料價格上漲和生產能力受限,2024年變壓器和電力電纜等關鍵電網組件的實際價格與2019年相比幾乎加倍。資本成本的激增直接影響了已規劃項目的財務可行性,迫使相關人員推遲最終投資決策,並減緩了擴大市場所需的電網現代化改造的整體勢頭。
隨著電力公司以能夠承受高達525kV超高壓的先進聚合物材料取代傳統的油浸電纜,擠出交聯聚乙烯(XLPE)絕緣技術的廣泛應用正在從根本上重塑市場格局。這項技術變革的驅動力在於對更高輸電能力和更低環境風險的需求,它正將擠出交聯聚乙烯(XLPE)定位為洲際電力走廊的新標準。業界對該技術的廣泛認可也得到了大量訂單的支持。例如,NKT A/S於2024年12月宣布,已贏得承包工程契約,將為TenneT的輸電網擴建項目供應525kV XLPE電纜系統,這凸顯了該技術的商業性優勢。
同時,資料中心和工業區直流微電網的普及催生了對專用佈線基礎設施的快速成長的需求。超大規模運算設施面臨著人工智慧工作負載日益成長的功率密度需求,因此擴大採用直流配電架構來消除轉換損耗並提高能源效率。這項特定領域電力消耗量的快速成長需要大規模擴展高功率直流佈線,美國能源局發布的《2024年美國資料中心用電量報告》也強調了這一點,該報告預測,到2028年,美國資料中心的電力消耗量將達到325至580兆瓦時。
The Global DC Electric Cable Market is projected to expand from USD 124.89 Billion in 2025 to USD 173.97 Billion by 2031, registering a CAGR of 5.68%. Direct Current (DC) electric cables are specialized transmission lines designed to transport electricity with minimal power loss over extended distances, rendering them critical for high-voltage underground and submarine infrastructure. The market is primarily driven by the global shift toward renewable energy, specifically the need to link remote offshore wind farms to mainland grids, and the growing demand for efficient cross-border interconnections. According to the International Energy Agency, global investment in electricity grids was expected to hit USD 400 billion in 2024, signaling a strong commitment to infrastructure upgrades that supports the deployment of these advanced cabling systems.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 124.89 Billion |
| Market Size 2031 | USD 173.97 Billion |
| CAGR 2026-2031 | 5.68% |
| Fastest Growing Segment | Utilities & Power Grids |
| Largest Market | Asia Pacific |
However, the market faces a major obstacle due to the high upfront capital expenditure required for High Voltage Direct Current (HVDC) projects, particularly the costs related to converter stations needed to transform current for end-use. This financial hurdle, combined with the technical complexity of integrating these systems into existing alternating current networks, frequently delays final investment decisions and complicates project execution, especially in price-sensitive regions.
Market Driver
The rapid growth of offshore wind energy projects serves as a primary catalyst for the DC electric cable market, as these installations require efficient transmission systems to convey power from distant maritime locations to onshore grids. Direct current technology is particularly well-suited for these long subsea connections because it minimizes the electrical losses associated with alternating current over long ranges. This increase in renewable energy activity correlates directly with higher procurement of high-voltage export cables, a trend supported by the Global Wind Energy Council's 'Global Wind Report 2024', which noted a record 117 GW of new wind capacity installed in 2023, indicating a massive scale-up in infrastructure requiring cabling support.
Simultaneously, rising investments in High Voltage Direct Current (HVDC) transmission infrastructure are significantly driving market development, motivated by the need for robust grid modernization and cross-border interconnections. Utilities are utilizing these systems to facilitate bulk power transfer and improve grid stability across regions, generating substantial demand for specialized subsea and underground DC cables capable of handling gigawatt-scale loads. For instance, Ofgem approved a £3.4 billion funding package in August 2024 for the Eastern Green Link 2 subsea cable between Scotland and England, illustrating the scale of capital involved. This activity is further evidenced by Prysmian S.p.A., which reported a transmission order backlog of approximately €18 billion in its 2024 half-year results, reflecting sustained demand for advanced cable solutions.
Market Challenge
The significant upfront capital expenditure required for High Voltage Direct Current (HVDC) projects represents a major impediment to the growth of the Global DC Electric Cable Market. These infrastructure initiatives necessitate massive funding not only for the specialized transmission lines but also for the complex converter stations essential for transforming electrical current for grid integration. This heavy financial burden creates a formidable barrier to entry, frequently causing developers and utility operators to delay or abandon critical offshore wind links and cross-border interconnections, particularly in price-sensitive regions where securing large-scale financing is difficult.
Consequently, this economic pressure is exacerbated by volatility in the global supply chain, which further inflates project budgets before construction can begin. The International Energy Agency reported in 2024 that prices for essential grid components, specifically transformers and power cables, had nearly doubled in real terms compared to 2019 levels due to raw material inflation and manufacturing constraints. This sharp rise in equipment costs directly impacts the financial feasibility of planned developments, forcing stakeholders to postpone final investment decisions and slowing the overall momentum of grid modernization efforts needed for broader market expansion.
Market Trends
The Widespread Adoption of Extruded XLPE Insulation Technologies is fundamentally reshaping the market, as utilities replace legacy oil-filled cables with advanced polymer materials capable of handling 525 kV ultra-high voltages. This technological shift is driven by the desire for higher transmission capacity coupled with lower environmental risks, positioning extruded cross-linked polyethylene as the new standard for continental power corridors. This industry-wide acceptance is confirmed by major manufacturing awards, such as NKT A/S announcing in December 2024 that it was awarded turnkey contracts valued at approximately EUR 1 billion to supply 525 kV XLPE cable systems for TenneT's grid expansion program, underscoring the commercial dominance of this technology.
Simultaneously, the Proliferation of DC Microgrids in Data Centers and Industrial Zones is creating a rapidly growing demand vertical for specialized cabling infrastructure. As hyper-scale computing facilities face rising power density requirements due to artificial intelligence workloads, operators are increasingly adopting direct current distribution architectures to eliminate conversion losses and improve energy efficiency. This surge in sector-specific power consumption necessitates a massive scale-up in heavy-duty DC cabling, a need highlighted by the U.S. Department of Energy's '2024 Report on U.S. Data Center Energy Use', which projects domestic data center electricity consumption will reach between 325 and 580 TWh by 2028.
Report Scope
In this report, the Global DC Electric Cable Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global DC Electric Cable Market.
Global DC Electric Cable Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: