电网现代化和弹性的十大成长机会

Top 10 Growth Opportunities in Grid Modernization and Flexibility

出版日期: 2024年01月24日 | 出版商:

Frost & Sullivan | 英文 17 Pages | 商品交期: 最快1-2个工作天内

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发电脱碳、分散化将带动电网大规模投资

2023年，产业面临重大挑战，供应链和物流问题的连锁反应在整个产业产生影响，难以满足输配电（T&D）设备的强劲需求。儘管存在供应链挑战和经济不确定性，但迫切需要对电网进行现代化以满足日益分散的电网的要求，这将导致 2023 年投资额达到 1,744.2 亿美元，高于 2022 年的 1,624.3 亿美元。中国、印度、南亚、欧洲和北美约占输配电电网设备市场收益的80%。

从化石能源向可再生能源的转变正在加速，2023年可再生能源投资创历史新高，其中太阳能和风电投资合计达到5,670亿美元。气候变迁承诺和支持性法规可能会推动对发电行业的进一步投资以及与新电网和现有电网相关的输配电设备的需求。近年来，中国大幅提高了可再生能源目标（部分是为了支持国内科技公司）。美国2022年通过通膨控制法案，带来前所未有的投资，鼓励国内供应链投资。随着能源安全成为全球大趋势，俄罗斯和乌克兰之间的战争活性化了欧洲的行动。

增强电网弹性和弹性已成为公用事业公司的首要任务，而分散式能源管理系统（DERMS）和虚拟发电厂（VPP）等有效的能源管理系统将有助于确保电网可预测且可靠。能源储存也将成为一项关键技术，从而允许推迟一些输配电投资。

策略要务
十大成长机会
成长机会一：配电网路设备
成长机会二：电网设备
成长机会3：绿色解决方案
成长机会 4：电网管理的智慧计量
成长机会5：需求管理与虚拟电厂
成长机会六：电网数位化与分散式智能
成长机会7：微电网
成长机会8：车辆到电网
成长机会 9：需求预测、分析与人工智慧
成长机会10：直流配电网络
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Product Code: PFCB-27

Decarbonization and Decentralization of Power Generation to Drive Massive Investment in the Electricity Network

The industry faced significant challenges in 2023, as the ripple effect of supply chain and logistical issues echoed throughout the industry, which struggled to meet the strong demand for transmission and distribution (T&D) equipment. Despite supply chain challenges and economic uncertainty, the pressing need for grid modernization to meet the requirements of an increasingly decentralized grid resulted in an investment of $174.42 billion in 2023, up from $162.43 billion in 2022. China, India and South Asia, Europe, and North America account for approximately 80% of the T&D grid equipment market revenues.

The transition from fossils to renewable energy gains pace with record investment in renewables in 2023; solar PV and wind power combined accounted for $567.00 billion. Climate commitments and supportive regulations will drive further investment in the power generation industry and the associated T&D equipment demand for new and aging grids. China has significantly increased its renewable targets in recent years (in part to support domestic technology companies). The Inflation Reduction Act passed in 2022 in the United States provides a degree of investment certainly never seen before and incentives for investment in domestic supply chains. The Russo-Ukrainian war has galvanized Europe to act, as energy security has become a global Mega Trend.

Greater grid flexibility and resilience have become a key priority for utilities and effective energy management systems such as distributed energy resource management systems (DERMS) and virtual power plants (VPP) will help ensure a predictable and reliable grid. Energy storage will also be a pivotal technology and allow some deferral of T&D investment.