东盟电力 EPC 市场 - COVID-19 的增长、趋势、影响和预测 (2023-2028)

东盟电力 EPC 市场预计在 2022 年至 2027 年的预测期内以超过 6% 的复合年增长率增长。

COVID-19 大流行对整个地区的电力 EPC 市场产生了一定影响，导致多个电力项目延期。 儘管如此，所有业务都已恢復，从而扩大了市场规模。 人口的快速增长和用电量的增加是推动电力市场增长的主要因素。 随着电力需求激增，一批新项目进入建设和规划阶段，有望提振电力EPC市场。 可再生能源的快速引入和政府支持措施也有望推动整个地区的 EPC 市场。 然而，国内投资低和招标程序缓慢可能会在预测期内抑制市场增长。

主要亮点

• 预计可再生能源电力行业在预测期内将出现显着增长，因为重点是引入可再生能源以减少整个地区的碳足迹。
• 预计2019年至2040年东盟的能源需求将增长约三分之二，这将导致对新能源发电、配电和输电的大规模投资。相信将为市场参与者创造过剩的市场机会.
• 印度尼西亚是东南亚最大的经济体，2021 年的发电量最高。 预计该国将在预测期内主导发电 EPC 市场。

东盟EPC市场趋势

可再生能源电力供应增长标准

• 就电力需求而言，东盟是世界上增长最快的地区之一。 根据国际能源署 (IEA) 的数据，电力需求在过去 20 年中大幅增长，平均每年增长 6% 以上。 在该地区的 10 个国家中，四个最大的电力消费国——印度尼西亚 (26%)、越南 (22%)、泰国 (19%) 和马来西亚 (15%)——占该地区电力总量的 80% 以上需求. 占据
• 为了拥有清洁高效的能源，东盟制定了一个雄心勃勃的目标，即到 2025 年确保 23% 的一次能源来自可再生能源，并增加 35% 的装机容量份额。 通过这些努力，东盟电力 EPC 市场有望在可再生能源下显着增长。
• 2021 年，越南风电总装机容量将达到约 411 万千瓦。 此外，越南政府设定了到 2025 年达到 11.8 吉瓦的加速目标，这有望提振该国的发电 EPC 市场。
• 此外，马来西亚政府出台的促进可再生能源发电的政策有可能扩大该国的发电 EPC 市场。 此外，由于国家推出净计量3.0系统以促进在住宅和商业设施中引入太阳能发电系统，预计电力EPC市场的需求将增长。
• 在泰国，该国可再生能源累计装机容量正在大规模发展，2015 年达到 7,902 兆瓦，2021 年达到 11,885 兆瓦。 此外，还有未来的项目，未来可再生能源在发电中的比重有望大幅增长。
• 此外，泰国发电管理局 (EGAT) 计划到 2037 年在大坝水库中建造 270 万千瓦的浮动太阳能发电站。 这些目标很可能会在未来创造很多机会来推动 EPC 市场。
• 因此，由于上述因素，预计可再生能源行业在预测期内将出现大幅增长。

印度尼西亚主导市场

• 印度尼西亚是东盟地区最大的经济体之一。 该国的电力部门主要依靠褐煤和烟煤等化石燃料发电。 与煤炭不同，预计天然气仍将是该国能源结构中不可或缺的一部分。 到 2021 年，印度尼西亚的总发电量将达到 74 吉瓦，比 2020 年的 72.8 吉瓦增长 2%，其中大部分来自化石燃料。
• 印度尼西亚政府推出了一项新的电力采购计划 (RUPTL)，目标是到 2030 年增加 470 万千瓦的太阳能发电容量。我们计划从可再生能源中获取 51.6% 的电力容量。 有了这样雄心勃勃的计划，中国的电力EPC市场有望在可再生能源领域得到大规模发展。
• 此外，到 2021 年，该国对可再生能源领域的投资将达到 14 亿美元，比 2020 年的 13.6 亿美元增长 3%。 此外，据印度尼西亚能源和矿产资源部称，该国的目标是到 2022 年将其对可再生能源的投资增加一倍，达到 30 亿美元。 因此，印度尼西亚可再生能源领域的投资趋势有望在未来几年推动电力 EPC 市场的增长。
• 此外，印度尼西亚政府正计划逐步淘汰配备核反应堆的燃煤电厂，以减少二氧化碳排放并增加核电厂的发电量。 然而，该国在整个地区的核电潜力最大，超过东盟地区的任何其他国家。
• 因此，由于上述因素，印度尼西亚有望在预测期内主导东盟电力 EPC 市场。

东盟电力EPC市场竞争者分析

东盟电力 EPC 市场较为分散。 主要公司包括三菱重工、现代工程、住友商事、东芝和斗山重工建设。

其他好处

• Excel 格式的市场预测 (ME) 表
• 三个月的分析师支持

内容

第一章介绍

• 调查范围
• 市场定义
• 调查假设

第二章研究方法论

第 3 章执行摘要

第 4 章市场概述

• 介绍
• 到 2027 年的市场规模和需求预测（单位：十亿美元）
• 到 2020 年主要国家/地区的发电量（太瓦时）
• 近期趋势和发展
• 政府政策、目标和法规
• 市场动态
  • 司机
  • 约束因素
• 供应链分析
• 波特的五力分析
  • 供应商的议价能力
  • 消费者的议价能力
  • 新进入者的威胁
  • 替代品的威胁
  • 竞争公司之间的敌对关係

第 5 章市场细分

• 来源
  • 常规火力发电
  • 可再生能源
  • 核能发电
• 按地区
  • 印度尼西亚
  • 泰国
  • 马来西亚
  • 越南
  • 菲律宾
  • 其他东盟国家

第六章竞争格局

• 併购、合资、合作、协议
• 主要参与者采用的策略
• 公司简介
  • Hyundai Engineering Co., Ltd.
  • Mitsubishi Heavy Industries Ltd.
  • Sumitomo Corporation
  • Toshiba Corporation
  • Doosan Heavy Industries & Construction Co., Ltd.
  • JGC Holdings Corporation
  • Kawasaki Heavy Industries Ltd
  • Trung Nam Group
  • IHI Corporation
  • Indika Energy

第7章 市场机会未来动向

The ASEAN power EPC market is expected to register a CAGR of more than 6% during the forecast period, 2022-2027. The Covid-19 pandemic had a moderate impact on the power EPC market across the region, leading to delays in multiple power projects. Still, all the operations were resumed, augmenting the market size. Factors such as the rapidly growing population and increasing power consumption are the key factors resulting in the growth of the power market. With soaring power demand, numerous new projects are under construction and planning stages, which, in turn, is expected to boost the power EPC market. In addition, the surging adoption of renewable energy sources and the supportive initiatives by the government are expected to drive the EPC market across the region. However, low domestic investments and slow processing of tenders are likely to restrain the market growth during the forecast period.

Key Highlights

• The renewables power segment is likely to see significant growth during the forecast period due to the rising focus on adopting renewable energy sources in a bid to reduce carbon emissions across the region.
• The energy demand in the ASEAN is expected to grow by approximately two-thirds between 2019 and 2040, thereby leading to massive investment in new energy generation, distribution, and transmission, creating surplus market opportunities for the EPC market players in the coming years.
• Indonesia, the largest economy in Southeast Asia, witnessed the highest power generation in 2021. The country is expected to dominate the power generation EPC market during the forecast period.

ASEAN Power EPC Market Trends

Renewables Power Source to Witness Significant Growth

• The ASEAN is one of the fastest-growing regions globally in terms of electricity demand. According to the International Energy Agency (IEA), the electricity demand has grown significantly by more than 6% annually over the past 20 years on average. Of the region's ten countries, the four largest by electricity consumption, Indonesia (26%), Viet Nam (22%), Thailand (19%), and Malaysia (15%), make up more than 80% of the total demand in the region.
• To have clean and efficient power sources, the ASEAN has set an ambitious target of securing 23% of its primary energy from renewable sources and a 35% share in installed capacity by 2025. These efforts, in turn, are expected to provide a significant boost to the ASEAN power EPC market under renewable sources.
• In 2021, Vietnam's total installed wind energy capacity has reached about 4.11 GW. Further, the Vietnamese government has set an accelerating target to reach 11.80 GW by 2025, which is anticipated to boost the power generation EPC market in the country.
• Likewise, the favorable government policies introduced by the Malaysian government to ramp up the renewable power share across the country are likely to increase the power EPC market. Moreover, the net metering 3.0 program introduced by the country to encourage the deployment of solar power systems in the residential and commercial sectors is expected to increase the demand for the power EPC market.
• In Thailand, with 7,902 MW in 2015 and 11,885 MW in 2021, the country's cumulative installed renewable energy capacity has seen massive developments. Further, with the upcoming projects, the share of renewable energy in power generation is expected to grow significantly in the coming years.
• Furthermore, the Electricity Generating Authority of Thailand (EGAT) plans to build 2.7 GW of floating solar power capacity on the dam reservoirs by 2037. These goals are likely to generate plenty of opportunities to drive the EPC market in the future.
• Hence, based on the above-mentioned factors, the renewable power source segment is expected to see considerable growth during the forecast period.

Indonesia to Dominate the Market

• Indonesia is one of the largest economies in the ASEAN region. The country's electricity sector relies primarily on fossil fuels for electricity generation, particularly lignite and bituminous coal. Although not the same as coal, natural gas is also likely to remain an integral part of the country's energy mix. In 2021, the total electricity generation capacity in Indonesia reached 74GW witnessing a 2% rise from 72.8 GW in 2020, in which the majority of the capacity is from fossil fuels.
• The Indonesian Government introduced a new Electricity Procurement Plan (RUPTL), under which the country aims to add 4.7 GW of solar power capacity by 2030 and is planning to source 51.6% of its added power capacity from renewable sources under a new masterplan. Such ambitious plans are expected to see massive developments in the country's power EPC market in the renewable sector.
• Moreover, in 2021, the country has invested USD 1.4 billion in the renewable energy sector, increasing 3% from USD 1.36 billion in 2020. Further, according to the Ministry of Energy and Mineral Resources of Indonesia, the country is targeting to double the investment values in renewable energy to 3 billion U.S. dollars in 2022. Hence, the rising investment trend in the renewable energy sector across Indonesia is anticipated to increase the power EPC market growth in the coming years.
• The Indonesian Government is also planning to phase out coal power plants with nuclear reactors to decrease carbon emissions and increase the power generation from nuclear power plants. However, the country has immense potential for generating nuclear energy across the region compared to any other country in the ASEAN region.
• Hence, based on the above-mentioned factors, Indonesia is expected to dominate the ASEAN power EPC market during the forecast period.

ASEAN Power EPC Market Competitor Analysis

The ASEAN power EPC power market is moderately fragmented. Some of the major companies include Mitsubishi Heavy Industries Ltd, Hyundai Engineering Co. Ltd., Sumitomo Corporation, Toshiba Corporation, and Doosan Heavy Industries & Construction Co., Ltd.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Scope of the Study
• 1.2 Market Definition
• 1.3 Study Assumptions

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 Market Size and Demand Forecast in USD billion, till 2027
• 4.3 Electricity Generation in Terawatt-hours, by Major Countries, till 2020
• 4.4 Recent Trends and Developments
• 4.5 Government Policies, Targets and Regulations
• 4.6 Market Dynamics
  • 4.6.1 Drivers
  • 4.6.2 Restraints
• 4.7 Supply Chain Analysis
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Bargaining Power of Suppliers
  • 4.8.2 Bargaining Power of Consumers
  • 4.8.3 Threat of New Entrants
  • 4.8.4 Threat of Substitutes Products and Services
  • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Source
  • 5.1.1 Conventional Thermal Power
  • 5.1.2 Renewables Power
  • 5.1.3 Nuclear Power
• 5.2 Geography
  • 5.2.1 Indonesia
  • 5.2.2 Thailand
  • 5.2.3 Malaysia
  • 5.2.4 Vietnam
  • 5.2.5 Philippines
  • 5.2.6 Rest of the ASEAN Countries

6 COMPETITIVE LANDSCAPE

• 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
• 6.2 Strategies Adopted by Leading Players
• 6.3 Company Profiles
  • 6.3.1 Hyundai Engineering Co., Ltd.
  • 6.3.2 Mitsubishi Heavy Industries Ltd.
  • 6.3.3 Sumitomo Corporation
  • 6.3.4 Toshiba Corporation
  • 6.3.5 Doosan Heavy Industries & Construction Co., Ltd.
  • 6.3.6 JGC Holdings Corporation
  • 6.3.7 Kawasaki Heavy Industries Ltd
  • 6.3.8 Trung Nam Group
  • 6.3.9 IHI Corporation
  • 6.3.10 Indika Energy

7 7. MARKET OPPORTUNITIES AND FUTURE TRENDS