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市场调查报告书
商品编码
1953318
2025-2040年全球小型模组化反应器产业发展趋势Small Modular Nuclear Reactor Industry, Global, 2025-2040 |
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对脱碳、能源安全以及大型科技公司电力需求的需求将是未来成长的关键驱动力。
本研究分析了2025年至2040年全球小型模组化反应器（SMR）市场，并预测在脱碳需求、工业电气化、资料中心电力需求高速成长以及能源安全需求的推动下，市场将呈现强劲成长。儘管未来五年内投入运作的核子反应炉数量有限，但由于模组化扩充性、安全性提升和工厂化生产等优势，预计到2030年代中期，SMR的普及速度将加快。 SMR可以为电网提供额外的电力，为高功率用户提供异地发电，并为偏远地区供电。然而，SMR最终能否成功将取决于首批计划的财务和营运绩效。
关键企业以创新设计和策略合作引领市场。 NuScale Power、GE Hitachi 核能、Rolls-Royce SMR、Westinghouse、X-energy、TerraPower、Holtec International、中国核能集团公司（CNNC）和俄罗斯国家原子能公司（Rosatom）是主要的市场参与企业。北美地区主导该技术的应用，美国和加拿大的资料中心需求推动了相关专案的发展。欧洲（英国和波兰）在政策支持下加速了计划的发展。中国和印度在亚太地区处于主导，并充分利用了国家主导的倡议。
目录
调查范围
- 分析范围
策略要务
- 为什么成长变得越来越困难
- The Strategic Imperative 8(TM)
- 三大策略要务对小型模组化反应器产业的影响
成长机会分析
- 主要发现
- 小型模组化反应器（SMR）的主要类型
- 世界上最先进的两个计划
- SMR成功需要哪些要素？
- 成长驱动因素
- 成长限制阻碍因素
- 大型科技公司推广核能发电
- TerraPower核能发电厂时间表
- 阿卡德米克·罗蒙诺索夫核能发电厂大事记
- 预测前提条件
- 各国新增产能预测
- 各国装置容量预测
- 按国家分類的资本投资
我们
中国
英国
印度
日本
捷克共和国
加拿大
法国
瑞典
- 竞争环境
- NuScale Power
- TerraPower
- GE Hitachi
- Westinghouse
- Rolls-Royce
- Holtec International
- X-Energy
- Oklo Inc.
- Kairos Power
- Rosatom
- CNNC
- 其他市场参与企业
成长机会领域
- 成长机会1：重点发展现有厂址
- 成长机会2：与政府和当地参与者伙伴关係
- 成长机会3：与科技公司合作
附录与后续步骤
- 成长机会带来的益处和影响
- 下一步
- 图表清单
- 免责声明
Demand for Carbon-Free Power, Energy Security, and the Electricity Needs of Big Technology Companies are Key Drivers of Future Growth
This study examines the global small modular reactor (SMR) market from 2025 to 2040, forecasting robust growth driven by decarbonization demands, industrial electrification, high growth in electricity demand for data centers, and energy security needs. The next five years will see a small number of reactors coming online, but the mid-2030s will see an acceleration in deployments fueled by modular scalability, enhanced safety, and factory fabrication advantages.? SMRs promise additional prime power for grids, captive power for high-intensity users, and power for remote sites. However, the ultimate success will be linked to financial and project performance of the first wave of projects.
Key players dominate through innovative designs and strategic partnerships. NuScale Power, GE Hitachi Nuclear Energy, Rolls-Royce SMR, Westinghouse, X-energy, TerraPower, Holtec International, and China National Nuclear Corporation (CNNC) and Rosatom are the leading market participants. North America spearheads adoption, with the United States and Canada advancing projects amid data center demands; Europe (the United Kingdom and Poland) is accelerating its industry via policy support; Asia-Pacific, led by China and India, leverages state-backed initiatives.
Table of Contents
Research Scope
- Scope of Analysis
Strategic Imperatives
- Why is it Increasingly Difficult to Grow?
- The Strategic Imperative 8(TM)
- The Impact of the Top 3 Strategic Imperatives on the Small Modular Nuclear Reactor Industry
Growth Opportunity Analysis
- Key Findings
- Key Types of SMR Reactors
- The Two Most Advanced Global Projects
- What is Needed for SMR to Succeed?
- Growth Drivers
- Growth Restraints
- Big Tech Embraces Nuclear Power
- TerraPower Nuclear Plant Timeline
- Akademik Lomonosov Nuclear Plant Timeline
- Forecast Assumptions
- Additional Capacity Forecast by Country
- Installed Capacity Forecast by Country
- CAPEX Investment by Country
United States
China
United Kingdom
India
Japan
Czechia
Canada
France
Sweden
- Competitive Environment
- NuScale Power
- TerraPower
- GE Hitachi
- Westinghouse
- Rolls-Royce
- Holtec International
- X-Energy
- Oklo Inc.
- Kairos Power
- Rosatom
- CNNC
- Other Market Participants
Growth Opportunity Universe
- Growth Opportunity 1: Focus Development on Existing Plant Sites
- Growth Opportunity 2: Partnerships with Governments and Local Players
- Growth Opportunity 3: Partnerships with Technology Companies
Appendix & Next Steps
- Benefits and Impacts of Growth Opportunities
- Next Steps
- List of Exhibits
- Legal Disclaimer
