亚太地区电力和能源市场展望（2023 年）

2022 年对亚太地区的电力和能源行业来说是动荡的一年。 在受益于 COVID-19 限制的结束和经济活动增加的同时，俄罗斯对乌克兰的入侵提高了商品价格，尤其是液化天然气，并面临新的能源安全挑战。 因此，在实现脱碳目标的同时，对可再生能源的投资对于缓解不断上升的能源成本变得越来越重要。 电网投资也将继续加快推进可再生能源发展，提高能源网络的韧性。

本报告对亚太电力和能源市场进行研究和分析，提供影响每个国家/地区市场增长的主要趋势和总体影响、区域预测和增长机会分析。

内容

分析亮点

• 2022 年的电力和能源市场：预测和实际情况
• 2023 年的主要预测

战略要务

• 为什么越来越难成长？
• 战略要务 8 (TM)
• 三大战略要务对电力能源行业的影响
• 增长机会推动增长 Pipeline Engine(TM)

成长环境

• 分析范围
• 调查中包含的部分

市场趋势（2023 年）

• 市场趋势
• 趋势 1：能源安全推动亚太地区的投资决策和政策举措
• 趋势 2：可再生能源的采用推动新市场和集成堆栈
• 趋势三：电网投资稳步增长
• 趋势 4：储能对于电网灵活性和可再生能源整合至关重要
• 趋势 5：数字电网投资步伐加快
• 趋势 6：氢的进步
• 趋势 7：CCUS 中心发展势头强劲
• 趋势 8：分布式智能的兴起推动了对数据中心的投资
• 趋势 9：智能电錶的增长潜力
• 趋势 10：太阳能 N 型技术将主导未来增长

利润趋势（2023 年）

• 年度发电投资预测
• 发电量预测
• 各国的权力趋势
• 发电投资展望

区域预测（2023 年）

• 市场预测：澳大利亚
• 市场分析：澳大利亚
• 市场预测：日本
• 市场分析：日本
• 市场预测：韩国
• 市场分析：韩国
• 市场预测：越南
• 市场分析：越南
• 市场预测：亚太地区其他地区
• 市场分析：亚太地区的其他国家/地区

增长机会领域

• 增长机会 1：通过数字化增强电力弹性和可靠性
• 增长机会 2：投资对支持可再生能源至关重要的电网
• 增长机会 3：屋顶太阳能安装加速

结论

• 结论和未来展望

下一步

Greater Emphasis on Energy Security, Renewable Energy Adoption, and Grid Investments Drive Growth

Frost & Sullivan observed that 2022 was a mixed year for the APAC power and energy sector. While the region benefitted from ending COVID-19 restrictions and increased economic activity, Russia's invasion of Ukraine meant it faced new energy security challenges as commodity prices rose, particularly for liquified natural gas. This has increased the importance of renewable energy investment to mitigate higher energy costs while achieving decarbonization goals.

However, it has also made coal a more critical element of the region's energy mix, as utilities worry about an increased dependency on gas. Decarbonization will remain a focus for the area despite the use of coal, with carbon capture, usage, and storage (CCUS) and hydrogen likely to offer robust growth in the longer term as the region explores all options to decarbonize its energy mix. Grid investment will continue accelerating to facilitate renewables' development and improve the energy network's resiliency.

The base year for the study is 2022, with 2020-2030 as the study period and 2023-2030 as the forecast period. Frost & Sullivan included the following countries in this region: Australia, Brunei, Cambodia, Indonesia, Japan, Laos, Malaysia, New Zealand, Philippines, Singapore, South Korea, Taiwan, Thailand, and Vietnam. The research includes segmentation, including conventional and renewable power generation sources. It highlights key trends and overall impact levels that will influence the future growth of the power and energy market in the countries.

Table of Contents

Analysis Highlights

• The 2022 Power and Energy Market: Forecast vs. Actual
• Top Predictions for 2023

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Power and Energy Industry
• Growth Opportunities Fuel the Growth Pipeline EngineTM

Growth Environment

• Analysis Scope
• Segments Included in the Study

Market Trends-2023

• Market Trends
• Market Trends (continued)
• Trend 1: Energy Security Determines Investment Decisions and Policy Initiatives in APAC
• Trend 2: RE Adoption Drives New Markets and Integrated Stacks
• Trend 3: Steady Increase in Grid Investments
• Trend 4: Storage Will Become Essential for Grid Flexibility and Renewable Integration
• Trend 5: Pace of Digital Grid Investment Increases
• Trend 6: Hydrogen Moves Forward
• Trend 7: CCUS Hubs Development Gains Momentum
• Trend 8: Rise of Distributed Intelligence Drives Data Center Investments
• Trend 8: Rise of Distributed Intelligence Drives Data Center Investments (continued)
• Trend 9: Smart Electricity Meter Growth Potential
• Trend 10: Solar PV-N-type Technology Dominates Future Growth

Revenue Trends-2023

• Annual Power Generation Investment Forecast
• Installed Power Generation Capacity Forecast
• Power Trends by Country
• Power Generation Investment Outlook
• Power Generation Investment Outlook (continued)

Regional Predictions-2023

• Market Forecast-Australia
• Market Analysis-Australia
• Market Forecast-Japan
• Market Analysis-Japan
• Market Forecast-South Korea
• Market Analysis-South Korea
• Market Forecast-Vietnam
• Market Analysis-Vietnam
• Market Forecast-Rest of APAC*
• Market Analysis-Rest of APAC

Growth Opportunity Universe

• Growth Opportunity 1: Digitalization to Strengthen Power Resiliency and Reliability
• Growth Opportunity 1: Digitalization to Strengthen Power Resiliency and Reliability (continued)
• Growth Opportunity 2: Grid Investments Vital to Accommodate RE Sources
• Growth Opportunity 2: Grid Investments Vital to Accommodate RE Sources (continued)
• Growth Opportunity 3: Rooftop Solar Deployment Accelerates
• Growth Opportunity 3: Rooftop Solar Deployment Accelerates (continued)

Conclusions

• Conclusions and Future Outlook

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• List of Exhibits (continued)
• Legal Disclaimer