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市场调查报告书
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1729639

日本电力市场报告（依发电来源（火力发电、水力、再生能源及其他）及地区）2025-2033

Japan Power Market Report by Generation Source (Thermal, Hydro, Renewable, and Others), and Region 2025-2033
出版日期: | 出版商: IMARC | 英文 118 Pages | 商品交期: 5-7个工作天内

价格
简介目录

2024年，日本电力市场规模达965.4 TWh。展望未来， IMARC Group预计到2033年市场规模将达到1,348.5 TWh，2025-2033年期间的成长率（CAGR）为3.50%。日常生活中对绿色能源解决方案、节能电器和永续实践的需求不断增长，是推动日本电力市场成长的主要动力。再生能源政策、国际合作、永续发展意识的增强、技术进步、气候变迁缓解等也在推动区域市场的发展。

日本电力市场分析：

  • 主要市场驱动因素：数位化程度的提高以及政府为推动再生能源安装、提供补贴和製定雄心勃勃的清洁能源目标而采取的众多倡议，正在刺激公共和私营部门对电力行业的投资，从而刺激日本电力市场的需求。
  • 主要市场趋势：对加强核电的日益关注，加上能源储存和智慧电网设施的持续翻新，预计将进一步推动市场成长。此外，由于日本国内能源资源有限，且能源进口依赖度较高，长期以来一直注重提高能源效率，推动了日本电力产业的成长。
  • 挑战与机会：能源安全、电网现代化、能源转型成本和监管不确定性是市场面临的一些主要挑战。然而，利用智慧电网技术、感测器和数位平台实现电网现代化可以提高电网灵活性、优化资产管理，并使消费者能够参与需求面管理计画。数位化为电力产业提高效率和创造新商业模式提供了机会。

日本电力市场趋势：

再生能源成长

再生能源成长是日本电力市场扩张与转型的重要驱动力。政府不断努力减少碳排放并减轻电力产业对化石燃料的使用，推动了再生资源的采用。例如，根据美国能源资讯署发表的文章，日本政府制定了能源政策，旨在透过减少发电、工业和交通运输部门的排放，到2050年实现碳中和，即温室气体净零排放。在电力领域，政府法规设定了2030年的目标，即加快对再生能源的投资，增加核能发电，并减少使用化石燃料发电。此外，太阳能、风能、生质能和地热能等再生能源的扩张使日本的能源来源更加多样化。这减少了对进口化石燃料的依赖，增强了能源安全性以及抵御全球市场供应中断和价格波动的能力。例如，日本的《GX（绿色转型）脱碳电力供应法案》（于2023年4月获得批准）旨在到2030年将非化石燃料发电占发电量的比重从2022年的31%提高到59%。相关政策旨在将太阳能、风能、水力、地热能和生质能等再生电力来源的比重从2022年的26%提高到2030年的36%-38%。这些因素正在进一步促进日本电力产业的蓬勃发展。

氢能的采用

作为日本经济脱碳和减少对化石燃料依赖努力的一部分，日本製定了「氢能社会」的全面愿景。政府设定了雄心勃勃的目标，要成为氢能技术的全球领导者，并致力于建立涵盖发电、交通、工业和住宅应用等各个领域的氢能生产、运输和利用供应链。例如，日本政府于2023年6月对2017年发布的《氢能基本战略》进行了修订。修订后的《氢能基本战略》概述了日本未来五年的氢能战略。基本策略设定了新的目标，包括到2030年将日本的氢气和氨的供应量增加到300万吨，到2040年增加到1200万吨，到2050年增加到2000万吨。此外，到2030年，全球使用日本製造零件的水电解设备数量将扩大到约15GW。此外，在发电方面，日本将推动高氢混合燃烧系统以及30%和100%氢燃烧系统的开发。这些因素进一步提升了日本电力市场的份额。此外，建立氢能基础设施对于日本广泛采用氢能至关重要。政府和私人公司正在投资基础设施建设，包括氢气生产设施、储罐、交通网络以及氢动力汽车和燃料电池公车的加气站。例如，2024年4月，商船三井（MOL）在北九州启动了氢能和生物燃料混合动力客船「Hanaria」号。此外，2023 年 9 月，三菱重工业株式会社 (MHI) 旗下的电力解决方案品牌三菱电力在日本中西部推出了高砂氢能园区，这是世界上第一个完整的氢能验证设施。

科技快速进步

日本正在投资智慧电网技术，以实现其电网基础设施的现代化。智慧电錶、储能、感测器、通讯系统和进阶分析功能可即时监控、控制和优化电力分配，提高电网的可靠性、效率和弹性。例如，2023年10月，JERA株式会社（JERA）和丰田汽车公司（Toyota）在日本推出了Sweep储能係统。此外，锂​​离子电池、液流电池和抽水蓄能等储能技术的创新支持间歇性再生能源的整合并提高电网稳定性。例如，2024 年 5 月，基础设施投资公司 Stonepeak 与新加坡电池储能係统 BESS 开发商 CHC 合作，在日本各地推进 BESS 专案。除此之外，日本还投资了电动车基础设施，包括充电站、智慧充电解决方案和车辆到电网 (V2G) 技术。此外，电动汽车电池、充电协议和电网整合方面的创新支持交通电气化，并促进向低碳交通运输部门的转型。例如，2024年4月，奥迪充电中心在东京推出。该设施位于纪尾井町商业区，拥有四个快速充电插座，每个插座可提供高达 150 千瓦的电力。这些因素对日本电力市场预测产生了正面影响。

日本电力市场细分：

依生成来源分类：

  • 热的
  • 水力发电
  • 再生能源
  • 其他的

火力发电厂主要以液化天然气（LNG）、煤炭和石油为燃料，传统上一直是日本主要的发电来源。这些工厂使用燃烧或蒸汽涡轮机将燃烧化石燃料释放的能量转化为电能。此外，水力发电一直是日本重要的再生能源，利用流水推动涡轮机发电，为电力生产做出贡献。日本多山的地形和众多的河流为水力发电开发提供了充足的机会。除此之外，日本也积极推动再生能源的扩张，包括太阳能、风能、生质能和地热能。尤其是太阳能，发展十分迅速，全国有数百万个屋顶太阳能装置和公用事业规模的太阳能发电场。风力发电容量也在增加，尤其是日本沿海的离岸风电计画。而核能历来是日本重要的电力来源。 2011 年福岛第一核电厂事故发生前，核反应炉提供了日本约 30% 的电力。

竞争格局：

市场研究报告也对市场竞争格局进行了全面的分析。报告涵盖了市场结构、关键参与者定位、最佳制胜策略、竞争仪表板和公司评估象限等竞争分析。此外，也提供了所有主要公司的详细资料。

日本电力市场新闻：

  • 2024 年 5 月：基础设施投资公司 Stonepeak 与新加坡电池储能係统 BESS 开发商 CHC 合作，在日本各地推进 BESS 专案。
  • 2024 年 5 月：PAG 宣布启动 PAG REN I，以支持日本实现其太阳能目标，其中包括 2030 年增加 108GW 的太阳能发电。
  • 2024年4月：商船三井（MOL）在北九州启动氢能和生物燃料混合客船「Hanaria」号。

本报告回答的关键问题：

  • 日本电力市场迄今表现如何？未来几年将如何表现？
  • 新冠疫情对日本电力市场有何影响？
  • 日本电力市场按发电源划分是怎样的？
  • 日本电力市场的价值链分为哪些阶段？
  • 日本强国建设的关键驱动因素和挑战是什么？
  • 日本电力市场的结构是怎么样的？主要参与者有哪些？
  • 日本电力市场的竞争程度如何？

本报告回答的关键问题：

  • 日本电力市场迄今表现如何？未来几年将如何表现？
  • 新冠疫情对日本电力市场有何影响？
  • 日本电力市场按发电源划分是怎样的？
  • 日本电力市场的价值链分为哪些阶段？
  • 日本强国建设的关键驱动因素和挑战是什么？
  • 日本电力市场的结构是怎么样的？主要参与者有哪些？
  • 日本电力市场的竞争程度如何？

目录

第一章：前言

第二章：范围与方法

  • 研究目标
  • 利害关係人
  • 资料来源
    • 主要来源
    • 次要来源
  • 市场评估
    • 自下而上的方法
    • 自上而下的方法
  • 预测方法

第三章：执行摘要

第四章：日本电力市场 - 简介

  • 概述
  • 市场动态
  • 产业趋势
  • 竞争情报

第五章：日本电力市场格局

  • 历史与当前市场趋势（2019-2024）
  • 市场预测（2025-2033）

第六章：日本电力市场 - 分类：依发电来源

  • 热的
    • 概述
  • 水力发电
    • 概述
  • 再生能源
    • 概述
  • 其他的

第七章：日本电力市场－竞争格局

  • 概述
  • 市场结构
  • 市场参与者定位
  • 最佳获胜策略
  • 竞争仪錶板
  • 公司评估象限

第八章：关键参与者简介

  • Company A
    • Business Overview
    • Product Portfolio
    • Business Strategies
    • SWOT Analysis
    • Major News and Events
  • Company B
    • Business Overview
    • Product Portfolio
    • Business Strategies
    • SWOT Analysis
    • Major News and Events
  • Company C
    • Business Overview
    • Product Portfolio
    • Business Strategies
    • SWOT Analysis
    • Major News and Events
  • Company D
    • Business Overview
    • Product Portfolio
    • Business Strategies
    • SWOT Analysis
    • Major News and Events
  • Company E
    • Business Overview
    • Product Portfolio
    • Business Strategies
    • SWOT Analysis
    • Major News and Events

第九章：日本电力市场-产业分析

  • 驱动因素、限制因素和机会
    • 概述
    • 驱动程式
    • 限制
    • 机会
  • 波特五力分析
    • 概述
    • 买家的议价能力
    • 供应商的议价能力
    • 竞争程度
    • 新进入者的威胁
    • 替代品的威胁
  • 价值链分析

第 10 章：附录

简介目录
Product Code: SR112025A17804

Japan power market size reached 965.4 TWh in 2024. Looking forward, IMARC Group expects the market to reach 1,348.5 TWh by 2033, exhibiting a growth rate (CAGR) of 3.50% during 2025-2033. The increasing demand for green energy solutions, energy-efficient appliances, and sustainable practices in daily life is primarily driving the Japan power market growth. Renewable energy policies, international collaborations, surging awareness regarding sustainable development, technological advancements, climate change mitigation, etc., are also driving the regional market.

Japan Power Market Analysis:

  • Major Market Drivers: The rising digitalization along with the numerous government initiatives promoting renewable installations, providing subsidies, and setting ambitious clean energy targets are spurring both public and private sector investments in the power industry, thereby stimulating the Japan power market demand.
  • Key Market Trends: The growing focus on strengthening nuclear power coupled with the ongoing refurbishment of energy storage and smart grid facilities, is further expected to escalate the market growth. Moreover, Japan has a long-standing focus on energy efficiency due to its limited domestic energy resources and high energy import dependency, thereby propelling the Japan power industry's growth.
  • Challenges and Opportunities: Energy security, grid modernization, energy transition costs, and regulatory uncertainty are some of the key challenges that the market is facing. However, modernizing the grid with smart grid technologies, sensors, and digital platforms enhances grid flexibility, optimizes asset management, and empowers consumers to participate in demand-side management programs. Digitalization presents opportunities for efficiency gains and new business models in the power sector.

Japan Power Market Trends:

Renewable Energy Growth

Renewable energy growth is a significant driver of the expansion and transformation of Japan's power market. The rising government efforts to reduce carbon emissions and alleviate the usage of fossil fuels in the power sector are driving the adoption of renewable resources. For instance, according to the article published by the U.S. Energy Information Administration, the Japanese government has established energy policies aiming at achieving carbon neutrality, or net-zero greenhouse gas (GHG) emissions, by 2050 through emissions reductions in the electric generation, industrial, and transportation sectors. In the electric power sector, government regulations set 2030 targets for expedited investment in renewable capacity, greater nuclear generation, and reduced usage of fossil fuels for electricity generation. Moreover, the expansion of renewable energy, including solar, wind, biomass, and geothermal, diversifies Japan's energy sources. This reduces reliance on imported fossil fuels, enhancing energy security and resilience against supply disruptions and price volatility in global markets. For instance, Japan's GX (Green Transformation) Decarbonization Power Supply Bill (approved in April 2023) aimed to increase the contribution of non-fossil fuel generation sources to 59% of the generation mix by 2030, up from 31% in 2022. Policies aimed to raise the share of renewable electricity sources, including solar, wind, hydropower, geothermal, and biomass, from 26% in 2022 to 36%-38% by 2030. These factors are further proliferating the power industry in Japan.

Adoption of Hydrogen Power Energy

Japan has developed a comprehensive vision for a "hydrogen society" as part of its efforts to decarbonize the economy and reduce reliance on fossil fuels. The government has set ambitious targets to become a global leader in hydrogen technology and aims to establish a supply chain for producing, transporting, and utilizing hydrogen across various sectors, including power generation, transportation, industry, and residential applications. For instance, in June 2023, the Japanese government amended its "Hydrogen Basic Strategy" launched in 2017. The updated Hydrogen Basic Strategy outlines Japan's hydrogen strategy over the next five years. The basic strategy set new goals that include increasing the supply of hydrogen and ammonia in Japan, to 3 million tons by 2030, to 12 million tons by 2040 and to 20 million tons by 2050. It also aimed to expand the number of water electrolysis equipment with Japan-made parts to roughly 15GW globally by 2030. In addition to this, in terms of power generation, Japan would promote the development of high-hydrogen-mixed combustion systems, as well as 30%- and 100%-hydrogen combustion systems. These factors are further contributing to the Japan power market share. Moreover, establishing a hydrogen infrastructure is critical for the widespread adoption of hydrogen energy in Japan. The government and private companies are investing in infrastructure development, including hydrogen production facilities, storage tanks, transportation networks, and refueling stations for hydrogen-powered vehicles and fuel cell buses. For instance, in April 2024, Mitsui O.S.K. Lines (MOL) started Hanaria, a hydrogen and biofuel hybrid passenger ship in Kitakyushu. Also, in September 2023, Mitsubishi Power, a power solution brand of Mitsubishi Heavy Industries, Ltd. (MHI), launched Takasago Hydrogen Park, the world's first complete hydrogen validation facility, which is located in west central Japan.

Rapid Technological Advancements

Japan is investing in smart grid technologies to modernize its power grid infrastructures. Smart meters, energy storage, sensors, communication systems, and advanced analytics enable real-time monitoring, control, and optimization of electricity distribution, improving grid reliability, efficiency, and resilience. For instance, in October 2023, JERA Co., Inc. (JERA) and Toyota Motor Corporation (Toyota) launched the Sweep Energy Storage System in Japan. Moreover, innovations in energy storage technologies, such as lithium-ion batteries, flow batteries, and pumped hydro storage, support the integration of intermittent renewable energy sources and enhance grid stability. For instance, in May 2024, Stonepeak, an infrastructure investment firm, collaborated with CHC, a Singapore-based battery energy storage system BESS developer, to progress BESS projects across Japan. In addition to this, Japan invested in EV infrastructure, including charging stations, smart charging solutions, and vehicle-to-grid (V2G) technologies. In addition, innovations in EV batteries, charging protocols, and grid integration support the electrification of transportation and facilitate the transition towards a low-carbon transportation sector. For instance, in April 2024, the Audi charging hub was launched in Tokyo. Situated in the Kioicho business sector, this facility has four fast-charging outlets that can provide up to 150 kW of power each. These factors are positively influencing the Japan power market forecast.

Japan Power Market Segmentation:

Breakup by Generation Source:

  • Thermal
  • Hydro
  • Renewable
  • Others

Thermal power plants, primarily fueled by liquefied natural gas (LNG), coal, and oil, have traditionally been a major source of electricity generation in Japan. These plants use combustion or steam turbines to convert the energy released from burning fossil fuels into electricity. Moreover, hydropower has been a significant source of renewable energy in Japan, contributing to electricity generation through the use of flowing water to drive turbines and generate electricity. Japan's mountainous terrain and numerous rivers provide ample opportunities for hydropower development. Besides this, Japan has been actively promoting the expansion of renewable energy sources, including solar, wind, biomass, and geothermal power. Solar energy, in particular, has experienced rapid growth, with millions of rooftop solar installations and utility-scale solar farms across the country. Wind power capacity is also increasing, especially offshore wind projects along Japan's coastlines. While nuclear power has historically been a significant source of electricity generation in Japan. Before the Fukushima Daiichi nuclear disaster in 2011, nuclear reactors provided around 30% of Japan's electricity.

Competitive Landscape:

The market research report has also provided a comprehensive analysis of the competitive landscape in the market. Competitive analysis such as market structure, key player positioning, top winning strategies, competitive dashboard, and company evaluation quadrant has been covered in the report. Also, detailed profiles of all major companies have been provided.

Japan Power Market News:

  • May 2024: Stonepeak, an infrastructure investment firm, collaborated with CHC, a Singapore-based battery energy storage system BESS developer, to progress BESS projects across Japan.
  • May 2024: PAG announced the launch of PAG REN I to support Japan in achieving its solar energy targets, which include adding 108GW of solar power by 2030.
  • April 2024: Mitsui O.S.K. Lines (MOL) started Hanaria, a hydrogen and biofuel hybrid passenger ship in Kitakyushu.

Key Questions Answered in This Report:

  • How has the Japan power market performed so far and how will it perform in the coming years?
  • What has been the impact of COVID-19 on the Japan power market?
  • What is the breakup of the Japan power market on the basis of generation source?
  • What are the various stages in the value chain of the Japan power market?
  • What are the key driving factors and challenges in the Japan power?
  • What is the structure of the Japan power market and who are the key players?
  • What is the degree of competition in the Japan power market?

Table of Contents

1 Preface

2 Scope and Methodology

  • 2.1 Objectives of the Study
  • 2.2 Stakeholders
  • 2.3 Data Sources
    • 2.3.1 Primary Sources
    • 2.3.2 Secondary Sources
  • 2.4 Market Estimation
    • 2.4.1 Bottom-Up Approach
    • 2.4.2 Top-Down Approach
  • 2.5 Forecasting Methodology

3 Executive Summary

4 Japan Power Market - Introduction

  • 4.1 Overview
  • 4.2 Market Dynamics
  • 4.3 Industry Trends
  • 4.4 Competitive Intelligence

5 Japan Power Market Landscape

  • 5.1 Historical and Current Market Trends (2019-2024)
  • 5.2 Market Forecast (2025-2033)

6 Japan Power Market - Breakup by Generation Source

  • 6.1 Thermal
    • 6.1.1 Overview
    • 6.1.2 Historical and Current Market Trends (2019-2024)
    • 6.1.3 Market Forecast (2025-2033)
  • 6.2 Hydro
    • 6.2.1 Overview
    • 6.2.2 Historical and Current Market Trends (2019-2024)
    • 6.2.3 Market Forecast (2025-2033)
  • 6.3 Renewable
    • 6.3.1 Overview
    • 6.3.2 Historical and Current Market Trends (2019-2024)
    • 6.3.3 Market Forecast (2025-2033)
  • 6.4 Others
    • 6.4.1 Historical and Current Market Trends (2019-2024)
    • 6.4.2 Market Forecast (2025-2033)

7 Japan Power Market - Competitive Landscape

  • 7.1 Overview
  • 7.2 Market Structure
  • 7.3 Market Player Positioning
  • 7.4 Top Winning Strategies
  • 7.5 Competitive Dashboard
  • 7.6 Company Evaluation Quadrant

8 Profiles of Key Players

  • 8.1 Company A
    • 8.1.1 Business Overview
    • 8.1.2 Product Portfolio
    • 8.1.3 Business Strategies
    • 8.1.4 SWOT Analysis
    • 8.1.5 Major News and Events
  • 8.2 Company B
    • 8.2.1 Business Overview
    • 8.2.2 Product Portfolio
    • 8.2.3 Business Strategies
    • 8.2.4 SWOT Analysis
    • 8.2.5 Major News and Events
  • 8.3 Company C
    • 8.3.1 Business Overview
    • 8.3.2 Product Portfolio
    • 8.3.3 Business Strategies
    • 8.3.4 SWOT Analysis
    • 8.3.5 Major News and Events
  • 8.4 Company D
    • 8.4.1 Business Overview
    • 8.4.2 Product Portfolio
    • 8.4.3 Business Strategies
    • 8.4.4 SWOT Analysis
    • 8.4.5 Major News and Events
  • 8.5 Company E
    • 8.5.1 Business Overview
    • 8.5.2 Product Portfolio
    • 8.5.3 Business Strategies
    • 8.5.4 SWOT Analysis
    • 8.5.5 Major News and Events

9 Japan Power Market - Industry Analysis

  • 9.1 Drivers, Restraints and Opportunities
    • 9.1.1 Overview
    • 9.1.2 Drivers
    • 9.1.3 Restraints
    • 9.1.4 Opportunities
  • 9.2 Porters Five Forces Analysis
    • 9.2.1 Overview
    • 9.2.2 Bargaining Power of Buyers
    • 9.2.3 Bargaining Power of Suppliers
    • 9.2.4 Degree of Competition
    • 9.2.5 Threat of New Entrants
    • 9.2.6 Threat of Substitutes
  • 9.3 Value Chain Analysis

10 Appendix