全球租赁发电机市场（2024-2034）

基础设施的快速发展和紧急电源需求的增加将推动成长

全球发电机租赁市场正在稳步成长，预计到2024年将达到66.1亿美元，到2034年将超过110亿美元。推动这一增长的是建筑、采矿、石油和天然气、公共产业以及活动等行业对临时备用电源日益增长的需求。儘管柴油发电机因其可靠性和燃料供应充足，目前仍占租赁设备的约70-80%，但环境法规正在推动租赁业者转向更清洁的替代方案，例如天然气和混合动力系统，尤其是在已开发地区。北美在销售方面领先市场，主要受灾害復原和基础设施需求的推动，而东协地区则经历了最快的成长。

此外，市场正在见证技术进步，尤其是远端资讯处理和远端监控技术的采用。这些创新使得追踪使用情况和维护变得更加容易。

市场竞争处于中等至高度水平，既受到全球目标商标产品製造商 (OEM) 的影响，也受到亚力克 (Aggreko)、联合租赁 (United Rentals)、康明斯 (Cummins)、卡特彼勒 (Caterpillar) 和阿特拉斯·科普柯 (Atlas Copco) 等区域专业厂商的影响。这些公司基于可靠性、车队规模、服务应对力和环保性能等因素竞争。新兴市场正趋向于更经济实惠的柴油发动机，而已开发市场则越来越关注燃气和混合动力系统等更清洁的技术。

儘管面临排放法规趋严、燃料价格上涨等挑战，长期前景仍乐观。租赁公司正在丰富其车队，扩大混合动力产品线，并将租赁发电机定位为全球弹性能源策略的重要组成部分。

收益预测

预计 2024 年营收将达到 66.1 亿美元，2024-2034 年研究期内的复合年增长率为 5.5%。

三大战略重点对租赁发电机产业的影响

颠覆性技术

• 为什么
• 互联互通和 5G 的采用将成为发电产业数位化。预测性应用在许多领域都需求旺盛。该技术在建筑、资料中心、石油和天然气、公共产业、医疗保健和公共部门领域前景最为光明。预测性应用和进阶分析可以提高灵活性和预期成果。它们还可以透过改善资产控制和利用率来提高营运和资本效率。
• 观点
• 研究表明，这些技术的广泛应用至少还需要两到五年的时间，尤其是在新兴地区。大多数全球製造商已经在北美和欧洲使用预测应用程式和高级分析技术。

竞争激烈程度

• 为什么
• 巨大的资本需求和复杂的物流条件导致了市场碎片化和高进入障碍。旨在提高效率和减少排放的技术进步，加上多样化的客户需求，使得企业难以应对价格压力。随着资料中心、建筑和公共等领域需求的成长，竞争也日益激烈。企业纷纷投资扩大车队规模、部署数位监控系统并提供低排放气体产品，以在竞争中脱颖而出。
• 观点
• 两到五年内，激烈的竞争可能会使全球企业处于不利地位，并导致中小企业错失可预见的机会。

转型大趋势

• 为什么
• 发电是全球温室气体排放的最大贡献者，占总排放的25%。排放的迫切性正偏好消费者和政府转向更清洁的能源来源，许多国家都致力于实现长期净零碳排放。政府主导的绿色政策、不断增长的能源消耗以及混合太阳能光伏 (PV) 和电池储能方案的进步，都可能推动燃气发电机行业的成长。
• 观点
• 预计未来5至7年，燃气发电机的需求趋势将推动燃气业务的发展。随着柴油技术的成熟，预计到2030年将实现净零排放，这标誌着这项技术将会普及。

主要竞争对手

• 世界
  • AGGREKO
  • CATERPILLAR
  • CUMMINS
  • ATLAS COPCO
• 北美洲
  • AGGREKO
  • UNITED RENTAL
  • CATERPILLAR
  • CUMMINS
  • GENERAC POWER SYSTEMS
  • SUNBELT RENTAL
• 欧洲、俄罗斯、独联体
  • SPEEDY HIRE（英国）
  • 租赁（荷兰）
  • PRAMAC（义大利）
  • AGGREKO
  • CATERPILLAR (CAT RENTAL AND CES)
  • CUMMINS
• 中国
  • AGGREKO
  • ATLAS COPCO
  • SHAANXI DIESEL HEAVY INDUSTRY
  • WEICHAI POWER
  • YUCHAI MACHINERY
  • JICHAI POWER EQUIPMENT
• 亚太地区东协东亚
  • NISHIO RENT ALL (JAPAN)
  • AGGREKO
  • KENNARDS HIRE
  • GENSET POWER
  • COATES (FORMERLY COATES HIRE)
  • DENYO
• 印度和南亚
  • AGGREKO
  • ATLAS COPCO
  • POWERCA
  • PERFECT RENTAL POWER SOLUTIONS
  • KIRLOSKAR OIL ENGINES
  • SUDHIR POWER
• 拉丁美洲
  • TECNOGERA (BRAZIL)
  • AGGREKO
  • ENERGYST
  • FINING CAT
  • RENTASUR
  • CUMMINS
• 中东和非洲
  • BYRNE EQUIPMENT RENTAL
  • JUBAILI BROS
  • ALTAAQA GLOBAL
  • RENTAL SOLUTIONS & SERVICES (RSS)
  • GENERAC

驱动程式

• 对经济高效且灵活的备用电源解决方案的需求不断增长，推动了发电机的销售。
• 电网故障和停电仍然是发电机租赁行业的重要成长要素。
• 工业的快速成长和都市化正在增加已开发国家和开发中国家对租赁发电机的需求。
• 随着客户日益意识到备用电源的优势，小型发电机的需求也随之成长。随着企业将环境永续性放在首位，人们越来越倾向于永续解决方案，这推动了对低排放和可再生能源驱动的租赁发电机的需求。
• 发电机能力和性能的提高，包括先进的预测技术、远端监控和增强的连接性，正在增加建筑、石油天然气和采矿业对发电机租赁的吸引力。

成长阻碍因素

• 燃料成本的上涨和波动直接影响营运费用和租赁价格，对传统租赁模式的成长造成压力，因为注重成本的客户正在寻求更节能和混合的解决方案。
• 全球供应链问题，特别是引擎、交流发电机和电控系统，导致前置作业时间更长、成本更高，限制了租赁公司快速扩大和现代化车队的能力。
• 电池储存和混合系统的竞争限制了中大型领域的潜力，因为出于监管和公共关係的原因，活动和建筑工地通常青睐更安静、更清洁的替代品。
• 由于现代化车队需要大量的资本投入，许多中小型企业将难以取代其传统车队，从而限制市场成长。
• 新兴国家的监管不确定性导致市场分裂、安全问题以及非官方参与者的竞争，阻碍了市场发展。

目录

调查范围

成长环境：发电机租赁产业的转型

• 为什么成长变得越来越困难
• 策略要务
• 三大策略要务对租赁发电机产业的影响

租赁发电机产业生态系统

• 竞争环境
• 主要竞争对手

成长动力：全球发电机租赁产业

• 成长指标
• 成长动力
• 成长限制因素
• 预测考虑因素
• 收益预测
• 按燃料类型预测收益
• 各地区收益预测
• 按功率段预测收益
• 按最终用户预测收益
• 按应用预测收益
• 预测分析
• 竞争概况：Aggreko
• 竞争对手：卡特彼勒
• 竞争对手：康明斯
• 竞争概况：阿特拉斯·科普柯
• 竞争概况：联合租赁

成长动力：全球发电产业 - 区域预测

• 预测分析
• 北美洲
• 欧洲
• 中国
• 印度和南亚
• ASEAN
• 澳新银行和太平洋银行
• 非洲
• 东亚
• 拉丁美洲
• 中东
• 俄罗斯和独联体

成长机会

• 成长机会1：混合与永续电力解决方案
• 成长机会2：物联网即服务
• 成长机会3：策略竞争对手之间的伙伴关係与合作

附录与后续步骤

Rapid Infrastructure Development and Increasing Emergency Power Needs Drives Growth

The global rental genset market is experiencing steady growth, valued at $6.61 billion in 2024 and expected to exceed $11 billion by 2034. This growth is driven by the increasing demand for temporary and backup power across sectors such as construction, mining, oil & gas, utilities, and events. Diesel Gensets still make up about 70 to 80% of rental units due to their reliability and fuel availability, but environmental regulations are pushing rental providers towards cleaner alternatives like natural gas and hybrid systems, particularly in developed regions. North America leads the market in revenue, primarily due to its disaster recovery and infrastructure needs. Meanwhile, the ASEAN region is experiencing the fastest growth.

Additionally, the market is witnessing advancements in technology, particularly through the adoption of telematics and remote monitoring. These innovations enable better tracking of usage and maintenance.

The market has moderate to highly competitive intensity, influenced by both global original equipment manufacturers (OEMs) and regional specialists such as Aggreko, United Rentals, Cummins, Caterpillar, and Atlas Copco. These companies compete based on factors like reliability, fleet size, service responsiveness, and environmental performance. While developing regions tend to be fragmented with more affordable diesel units, developed markets are increasingly focusing on cleaner technologies, such as gas and hybrid systems.

Despite challenges such as tightening emission regulations and rising fuel prices, the long-term outlook remains positive. Rental companies are diversifying their fleets and expanding their hybrid offerings, positioning rental Gensets as essential components of resilient energy strategies worldwide.

Revenue Forecast

The revenue estimate for the base year 2024 is $6.61 billion, with a CAGR of 5.5% for the study period 2024-2034.

The Impact of the Top 3 Strategic Imperatives on the Rental Gensets Industry

Disruptive Technologies

• Why
• Connectivity and 5G adoption are the main digitalization enablers of gensets. Predictive applications are in high demand in many segments. The technologies appear most promising in construction, data centers, oil and gas, utilities, healthcare, and the public sector. Predictive applications and advanced analytics can boost flexibility and planned outcomes. They can also increase operational and capital efficiency by improving equipment control and utilization.
• Frost Perspective
• Research indicates that widespread use of the technologies will not occur for at least 2 to 5 years in emerging regions. Most global manufacturers already use predictive applications and advanced analytics from North America and Europe.

Competitive Intensity

• Why
• Market fragmentation and high barriers to entry stem from substantial capital requirements and logistical complexities. Advances in technology aimed at increasing efficiency and reducing emissions, combined with the variability in customer needs, make it challenging to navigate price pressures. As demand rises in sectors such as data centers, construction, and utilities, competition is intensifying. Companies are responding by investing in larger fleets, implementing digital monitoring systems, and offering low-emission products to set themselves apart.
• Frost Perspective
• In 2 to 5 years, intense competition could put global companies at a disadvantage, causing them to miss predictable opportunities to smaller companies.

Transformative Megatrends

• Why
• Electricity generation is the largest source of global greenhouse gas emissions, at 25%. The urgency to reduce emissions is shifting consumer and government preferences toward cleaner energy sources, with many countries targeting net-zero carbon emissions in the long term. Government-led pro-green policies, increased energy consumption, and advancements in hybrid-photovoltaic (PV) and battery storage-options will drive the growth of the gas genset industry.
• Frost Perspective
• Demand trends for gas gensets will likely drive gas businesses in 5-7 years. The leap to net-zero emissions, representing ubiquitous technology adoption, is forecast to happen in 2030 as diesel technologies reach maturity.

Key Competitors

• Global
  • AGGREKO
  • CATERPILLAR
  • CUMMINS
  • ATLAS COPCO
• North America
  • AGGREKO
  • UNITED RENTAL
  • CATERPILLAR
  • CUMMINS
  • GENERAC POWER SYSTEMS
  • SUNBELT RENTAL
• Europe, Russia and CIS
  • SPEEDY HIRE (UK)
  • BOELS RENTAL (NETHERLANDS)
  • PRAMAC (ITALY)
  • AGGREKO
  • CATERPILLAR (CAT RENTAL AND CES)
  • CUMMINS
• China
  • AGGREKO
  • ATLAS COPCO
  • SHAANXI DIESEL HEAVY INDUSTRY
  • WEICHAI POWER
  • YUCHAI MACHINERY
  • JICHAI POWER EQUIPMENT
• ANZ and Pacific ASEAN East Asia
  • NISHIO RENT ALL (JAPAN)
  • AGGREKO
  • KENNARDS HIRE
  • GENSET POWER
  • COATES (FORMERLY COATES HIRE)
  • DENYO
• India and South Asia
  • AGGREKO
  • ATLAS COPCO
  • POWERCA
  • PERFECT RENTAL POWER SOLUTIONS
  • KIRLOSKAR OIL ENGINES
  • SUDHIR POWER
• Latin America
  • TECNOGERA (BRAZIL)
  • AGGREKO
  • ENERGYST
  • FINING CAT
  • RENTASUR
  • CUMMINS
• Middle East & Africa
  • BYRNE EQUIPMENT RENTAL
  • JUBAILI BROS
  • ALTAAQA GLOBAL
  • RENTAL SOLUTIONS & SERVICES (RSS)
  • GENERAC

Growth Drivers

• Increased demand for cost-effective and flexible backup power solutions will drive genset sales.
• Grid failures and power outages continue to be an important growth driver for the rental gensets industry.
• Rapid industrial growth and urbanization are increasing the demand for rental gensets in both developed and developing countries.
• Greater customer awareness about the benefits of backup power will cultivate the need for small gensets. Shift towards sustainable solutions is driving demand for low-emission and renewable energy-powered rental gensets, as companies prioritize environmental sustainability.
• Improvements in genset features and capabilities, such as advanced predictive technologies, remote monitoring, and enhanced connectivity, increase the appeal of rental gensets in the construction, oil and gas, and mining sectors.

Growth Restraints

• Rising fuel costs and volatility directly impact operational expenses and rental prices, pressuring the growth of traditional rental models as cost-sensitive customers increasingly seek more energy-efficient or hybrid solutions.
• Global supply chain issues, particularly concerning engines, alternators, and electronic control units, have resulted in longer lead times and higher costs, limiting rental companies' ability to quickly expand fleets or modernize.
• Competition from battery storage and hybrid systems limits the potential of the medium to large segment, as events and construction often prefer quieter, cleaner alternatives for regulatory and public relations reasons.
• The high capital investment required for fleet modernization limits market growth, as many smaller players struggle to replace their legacy fleets.
• Regulatory uncertainty in developing countries results in market fragmentation, safety concerns, and competition from informal providers, hindering market development.

Table of Contents

Research Scope

• Scope of Analysis
• Definitions
• Geographic Segmentation

Growth Environment: Transformation in the Rental Gensets Industry

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8
• The Impact of the Top 3 Strategic Imperatives on the Rental Gensets Industry

Ecosystem in the Rental Gensets Sector

• Competitive Environment
• Key Competitors

Growth Generator: Global Rental Gensets Industry

• Growth Metrics
• Growth Drivers
• Growth Restraints
• Forecast Considerations
• Revenue Forecast
• Revenue Forecast by Fuel
• Revenue Forecast by Region
• Revenue Forecast by Power Band
• Revenue Forecast by End User
• Revenue Forecast by Application
• Forecast Analysis
• Competitive Profile: Aggreko
• Competitive Profile: Caterpillar
• Competitive Profile: Cummins
• Competitive Profile: Atlas Copco
• Competitive Profile: United Rentals

Growth Generator: Global Gensets Industry - Regional Forecasts

• Forecast Analysis
• North America Revenue Forecast
• North America Revenue Forecast by Fuel
• Forecast Analysis
• Europe Revenue Forecast
• Europe Revenue Forecast by Fuel
• Forecast Analysis
• China Revenue Forecast
• China Revenue Forecast by Fuel
• Forecast Analysis
• India & South Asia Revenue Forecast
• India & South Asia Revenue Forecast by Fuel
• Forecast Analysis
• ASEAN Revenue Forecast
• ASEAN Revenue Forecast by Fuel
• Forecast Analysis
• ANZ & Pacific Revenue Forecast
• ANZ & Pacific Revenue Forecast by Fuel
• Forecast Analysis
• Africa Revenue Forecast
• Africa Revenue Forecast by Fuel
• Forecast Analysis
• East Asia Revenue Forecast
• East Asia Revenue Forecast by Fuel
• Forecast Analysis
• Latin America Revenue Forecast
• Latin America Revenue Forecast by Fuel
• Forecast Analysis
• Middle East Revenue Forecast
• Middle East Revenue Forecast by Fuel
• Forecast Analysis
• Russia & CIS Revenue Forecast
• Russia & CIS Revenue Forecast by Fuel

Growth Opportunity Universe

• Growth Opportunity 1: Hybrid and Sustainable Power Solutions
• Growth Opportunity 2: IoT as a Service
• Growth Opportunity 3: Partnerships and Collaborations Between Strategic Competitors

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer