![]() |
市场调查报告书
商品编码
1961150
电工钢板市场-全球产业规模、份额、趋势、机会、预测:按类型、应用、产业、地区和竞争格局划分,2021-2031年Electrical Steel Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented, By Type, By Application, By Vertical, By Region & Competition, 2021-2031F |
||||||
全球电工钢板市场预计将从 2025 年的 257.9 亿美元成长到 2031 年的 362.1 亿美元,复合年增长率为 5.82%。
这种特殊的铁磁合金又称为硅钢片,具有独特的磁性能,主要用于马达、变压器和发电机的铁芯,有助于降低能量损耗。汽车产业的快速电气化以及为适应可再生能源併网而进行的大规模电网改造,正在推动市场成长。中国金属学会发表的数据显示,为满足此需求,中国2024年电工钢片产量将达到1,610万吨,年增5.4%。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 257.9亿美元 |
| 市场规模:2031年 | 362.1亿美元 |
| 复合年增长率:2026-2031年 | 5.82% |
| 成长最快的细分市场 | 电感器 |
| 最大的市场 | 北美洲 |
然而,由于生产高品质的取向硅钢片需要大量的资金投入和专业的技术知识,市场面临许多障碍。这种复杂的生产流程提高了进入门槛,限制了供应商快速扩大生产规模的能力,随着全球对节能基础设施需求的成长,这可能导致供不应求。
电动和混合动力汽车的产量和普及率激增,是电工钢产业的主要驱动力,显着提升了牵引马达的无取向电工钢的需求。随着汽车製造商迅速淘汰内燃机,为实现更高的功率密度和更长的续航里程,每辆车所需的电工钢用量大幅增加。这一根本转变确保了汽车供应链的持续需求,为整车製造商提供了长期稳定的材料供应。根据国际能源总署(IEA)于2024年4月发布的《2024年全球电动车展望》,2023年全球电动车销量将达到约1,400万辆,这将显着提高该产业对材料使用的要求。
同时,全球电网的升级和扩建正在推动取向硅钢片(高压电力变压器铁芯的关键部件)的消耗。电力公司正集中精力进行资本密集的基础设施改造,以引入可变再生能源来源并更换老旧设备,这增加了对维持电网稳定性的高效磁性合金的需求。根据国际能源总署(IEA)于2024年6月发布的《2024年世界能源投资报告》,2023年全球电网投资额达3,740亿美元,凸显了这些计划的规模之大。这股投资热潮迫使设备製造商迅速扩大业务规模;例如,日立能源宣布将在2024年投资约15亿美元,以增强其全球变压器製造能力。
生产高品质电工钢板需要大量的资金投入和专业的技术诀窍,这直接构成了进入全球电工钢板市场的壁垒。取向硅钢片的生产涉及复杂的冶金工艺,需要精确的控制和专门的基础设施,这使得新进入者难以轻易进入市场。这种市场封闭性限制了合格供应商的数量,并阻碍了市场快速调整产量以满足电力和汽车行业日益增长的需求。
因此,全球市场严重依赖少数成熟的製造地,造成供应瓶颈,阻碍了整体成长。这种生产集中化现像在近期贸易统计数据中显而易见,数据显示,长期以来的领导企业主导供应链,而其他地区则难以扩大规模。例如,根据东南亚钢铁协会2024年的报告,中国电工钢板出口量达到约145万吨,年增16.9%。这一数字凸显了金融和技术壁垒如何阻碍多元化全球供应链网路的构建,使得市场在需求成长的同时面临供不应求的风险。
为了满足汽车和能源产业原始设备製造商 (OEM) 严格的永续性要求,钢铁製造商正在加速采用氢气还原和电弧炉等低碳生产技术。 「绿色」电工钢板的兴起加剧了对既能显着减少碳足迹又能保持优异磁性的材料的竞争,从而改变了市场竞争格局。克利夫兰-克里夫斯公司在2024年3月的新闻稿中宣布,该公司“获美国能源局5.75亿美元投资”,以此作为这一转变的佐证。新闻稿指出,该公司已被选中就一项业务脱碳计划进行谈判,该计划包括将其巴特勒工厂的电工钢板生产从天然气炉改造为电感应炉,从而获得高达5.75亿美元的拨款。
同时,主要製造商正透过在印度和北美等关键市场建立高等级的专业生产设施,并在各地区推行在地化策略,来降低供应链风险。这一趋势响应了电力基础设施用取向硅钢片国内供应安全的迫切需求,减少了对偏远製造地的依赖,并确保了抵御地缘政治动盪的能力。例如,2024年2月,JSW钢铁有限公司发布新闻稿,宣布与JFE钢铁公司成立合资企业,新闻稿标题为「JSW钢铁与JFE钢铁宣布成立55亿印度卢比合资企业」。该合资企业计划投资55亿印度卢比,将在印度卡纳塔克邦建造新的製造地,专注于取向硅钢片的全面生产。
The Global Electrical Steel Market is projected to expand from USD 25.79 Billion in 2025 to USD 36.21 Billion by 2031, reflecting a compound annual growth rate of 5.82%. Also known as silicon steel, this specialized ferromagnetic alloy is engineered to possess distinct magnetic characteristics and is primarily utilized in the cores of electric motors, transformers, and generators to reduce energy dissipation. The market is propelled by the rapid electrification of the automotive industry and the extensive updates required for power transmission grids to accommodate renewable energy integration. Highlighting the production scale necessary to satisfy this demand, the Chinese Society for Metals reported that China produced 16.1 million tonnes of electrical steel in 2024, marking a 5.4% increase year-over-year.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 25.79 Billion |
| Market Size 2031 | USD 36.21 Billion |
| CAGR 2026-2031 | 5.82% |
| Fastest Growing Segment | Inductors |
| Largest Market | North America |
Nevertheless, the market faces a substantial obstacle due to the significant capital outlay and specialized technical knowledge needed to manufacture high-grade grain-oriented electrical steel. This intricate production process establishes high entry barriers and restricts the capacity of suppliers to quickly scale up, creating potential supply shortages as the global requirement for energy-efficient infrastructure grows.
Market Driver
The surging production and uptake of electric and hybrid vehicles serve as a major driver for the electrical steel sector, drastically boosting the demand for non-oriented electrical steel used in traction motors. As automakers rapidly shift away from internal combustion engines, the amount of magnetic steel required per vehicle has increased significantly to facilitate improved power density and longer driving ranges. This fundamental change guarantees a continuous demand from the automotive supply chain as original equipment manufacturers lock in long-term material resources. According to the International Energy Agency's 'Global EV Outlook 2024' released in April 2024, global sales of electric cars hit nearly 14 million units in 2023, setting a much higher standard for material usage in the industry.
Concurrently, the upgrading and extension of global power transmission networks are fueling the consumption of grain-oriented electrical steel, an essential component for high-voltage power transformer cores. Utility companies are focusing on capital-heavy infrastructure improvements to incorporate variable renewable energy sources and replace outdated equipment, thereby heightening the demand for high-efficiency magnetic alloys that maintain grid stability. The International Energy Agency's 'World Energy Investment 2024' report from June 2024 indicates that global grid investment reached USD 374 billion in 2023, illustrating the vast magnitude of these projects. This influx of investment is compelling equipment manufacturers to expand their operations quickly; for instance, Hitachi Energy announced a roughly USD 1.5 billion investment in 2024 to boost its global transformer manufacturing capabilities.
Market Challenge
The necessity for substantial capital expenditure and specialized technical know-how to manufacture high-quality electrical steel establishes formidable entry barriers that directly restrict the Global Electrical Steel Market. Producing grain-oriented electrical steel entails complex metallurgical procedures requiring exact control and distinct infrastructure, which precludes new competitors from easily entering the sector. This exclusivity curtails the pool of competent suppliers and hinders the market's capacity to swiftly adapt production levels to meet the escalating demands of the power and automotive industries.
As a result, the global market depends heavily on a small number of established manufacturing centers, leading to supply bottlenecks that hamper wider growth. This centralization of production power is apparent in recent trade statistics, where long-standing leaders dominate the supply chain while other regions encounter difficulties in scaling up. For example, the South East Asia Iron and Steel Institute reported in 2024 that China's electrical steel exports rose to approximately 1.45 million tonnes, a 16.9% jump from the prior year. This figure highlights how financial and technical obstacles obstruct the creation of a varied global supply network, leaving the market susceptible to shortages as demand rises.
Market Trends
Steel manufacturers are increasingly implementing low-carbon production techniques, including hydrogen-based reduction and electric arc furnaces, to satisfy the rigorous sustainability requirements of automotive and energy OEMs. The rise of "green" electrical steel is transforming the competitive environment as producers compete to provide materials with markedly lower carbon footprints while preserving superior magnetic capabilities. Confirming this transition, Cleveland-Cliffs Inc. announced in a March 2024 press release titled 'Cleveland-Cliffs Selected to Receive $575 Million in US Department of Energy Investments' that it was chosen for award negotiations of up to USD 575 million to decarbonize its operations, involving the substitution of natural gas-fired furnaces with electrified induction furnaces to optimize electrical steel production at its Butler Works site.
At the same time, leading producers are pursuing a strategy of regional localization by building specialized high-grade production facilities in key markets such as India and North America to alleviate supply chain risks. This trend responds to the urgent requirement for domestic supply security regarding grain-oriented grades used in grid infrastructure, thereby lessening dependence on remote manufacturing centers and ensuring durability against geopolitical interruptions. Demonstrating this growth, JSW Steel Limited announced in February 2024, in its 'JSW Steel, JFE Steel forge ₹5,500 crore JV' release, that it had established a joint venture with JFE Steel Corporation involving a planned investment of INR 5,500 crore to construct a new manufacturing hub in Karnataka, India, focused on the complete production of grain-oriented electrical steel.
Report Scope
In this report, the Global Electrical Steel Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Electrical Steel Market.
Global Electrical Steel Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: