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市場調査レポート

中国のスマートグリッド機器産業

China Smart Grid Equipment Industry Report, 2012-2013

発行 ResearchInChina 商品コード 237190
出版日 ページ情報 英文 115 Pages
納期: 即日から翌営業日
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中国のスマートグリッド機器産業 China Smart Grid Equipment Industry Report, 2012-2013
出版日: 2013年06月04日 ページ情報: 英文 115 Pages
概要

中国国家電網公司(SGCC: State Grid Corporation of China)スマートグリッド構築の第12次5ヶ年計画の投資プログラムによると、通信情報、電力消費、変電所のセグメントが、それぞれ28.3%、27.3%、23.6%と投資の大部分を占めています。スマートグリッド機器の入札では、スマートメーターとスマート変電所が、優位なポジションを取っています。

当レポートでは、中国のスマートグリッド機器産業について調査分析し、市場の概要、製品別市場の現状と見通し、主要企業プロファイルなどを提供して、概略以下の構成でお届けいたします。

第1章 中国のスマートグリッド機器市場の発展

  • スマートグリッド
  • 産業の構造改革が動機を促進
  • 中国のスマートグリッド構築は、総合的な構築段階へ突入

第2章 スマートメーター市場

  • スマートメーター
  • 市場概要
  • 電力量計はSGCCが落札
  • 市場集中

第3章 エネルギー貯蔵製品市場

  • エネルギー貯蔵技術
  • 現状
  • 発展見通し

第4章 インテリジェント変電所市場

  • インテリジェント変電所の定義
  • インテリジェント発電所の構成
  • 中国市場
  • SGCCのインテリジェント変電所計画

第5章 フレキシブル送電市場

  • フレキシブル送電
  • 無効電力補償技術
  • スマートグリッド分野における無効電力補償製品の市場予測

第6章 電気自動車(EV)充電装置市場

  • 中国の現状
  • 国家計画
  • 中国の主要地域におけるEV充電施設の発展

第7章 スマートスケジューリング市場

  • スマートスケジューリングシステムの基本構造
  • 中国のスマートスケジューリングの自動化
  • 中国のスマートスケジューリング市場の見通し

第8章 主要企業

  • Wasion Group Holdings Limited
  • Ningbo Sanxing Electric Co., Ltd.
  • Jiangsu Linyang Electronics Co., Ltd.
  • Huazhi Holding (Zhejiang) Co., Ltd.
  • Shenzhen Clou Electronics Co., Ltd.
  • Shenzhen Haoningda Meters Co., Ltd.
  • Shenzhen Kaifa Technology Co., Ltd.
  • Integrated Electronic Systems Lab Co., Ltd.
  • Zhejiang Narada Power Source Co., Ltd.
  • Guodian Nanjing Automation Co., Ltd.
  • XJ Electric Co., Ltd.
  • Rongxin Power Electronic Co., Ltd.
  • Sieyuan Electric Co., Ltd.
  • Shenzhen Auto Electric Power Plant Co., Ltd.
  • NARI Technology Development Limited Company
  • Dongfang Electronics Co., Ltd.

図表

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目次
Product Code: CHW004

Abstract

According to the investment program of the 12th Five -Year Plan for Grid Intelligence Construction of State Grid Corporation of China (SGCC), segments of communication information, electricity consumption and substation hold the largest portions of investments, being 28.3%, 27.3% and 23.6%, respectively. Among the smart grid equipment bid invitation, smart meter and smart substation take the dominant position.

In point of smart meter market, in 2012, the volume of smart meter bid invitation occupied 97.18% of the total meter bidding amount, a jump from 89.01% in 2011. The annual smart meter bid invitation volume reached 76,043,000 sets, among which, 2S single-phase smart meter took the lead, grabbing 92.1% of the total. Presently, smart meter bid invitation market of SGCC features a rather lower concentration ratio. Take 2S single-phase smart meter market as an example, market shares of the top three companies, Wasion Group, Linyang Electronics and Ningbo Sanxing, are all less than 6%.

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Seen from the field of smart substation equipment, 2012 saw great bid invitation growth of smart substation of SGCC, over 1,000 in the year around, and far higher than 283 in 2011. And bidding proportion of smart substation equipment further rose. Among the power transmission & transformation secondary equipment bidding success of SGCC, intelligence rate of protection equipment bidding invitation reached 74.35%, and that of monitoring equipment 69.39%.

In addition to the market size, major enterprises and prospects of the two market segments, smart meter and smart substation equipment, China Smart Grid Equipment Industry Report, 2012-2013 also highlights main market segments such as energy storage product, smart grid scheduling, flexible transmission and electric vehicle charging station as well as related major companies.

In 2012, Linyang Electronics ranked top three among all the bidding invitations of the four batches of 2S single-phase meter of SGCC. At present, the company is capable of producing 80,000 single-phase meters and 10,000 three-phase meters daily. It boosts significant advantage of scale and strong cost control.

In 2012, Guodian Nanjing Automation (600268) harvested revenue of RMB4.147 billion, an increase of 29.43% YOY, and made net income of RMB308 million, a growth of 20.65% from a year earlier. General contracts of power transmission and transformation increased sharply in 2012, from which the revenue reached RMB131 million, soaring by 106.75% yr-on-yr.

Table of Contents

1. Development of Smart Grid Equipment in China

  • 1.1 Smart Grid
  • 1.2 Industrial Restructuring Being Driving Motive
  • 1.3 China's Smart Grid Construction has Entered Comprehensive Construction Stage

2. Smart Meter Market

  • 2.1 Smart Meter
  • 2.2 Market Overview
  • 2.3 Electric Meter Bid Winning of SGCC in 2012
  • 2.4 Market Concentration
    • 2.4.1 2S Single-phase Smart Meter
    • 2.4.2 Three-phase Smart Meter
    • 2.4.3 Concentrator & Collector
    • 2.4.4 Acquisition Terminal of Special Transformer

3. Energy Storage Products Market

  • 3.1 Energy Storage Technology
  • 3.2 Status Quo
  • 3.3 Development Outlook

4. Intelligent Substation Market

  • 4.1 Definition of Intelligent Substation
  • 4.2 Composition of Intelligent Power Station
  • 4.3 Chinese Market
    • 4.3.1 Biddings of Secondary Equipment
    • 4.3.2 Development of Primary Equipment
    • 4.3.3 Electronic Mutual Inductor
  • 4.4 SGCC Intelligent Substation Plan

5. Flexible Power Transmission Market

  • 5.1 Flexible Power Transmission
  • 5.2 Reactive Power Compensation Technology
  • 5.3 Market Forecast of Reactive Power Compensation Proudcts in Smart Grid Field

6. Electric Vehicle Charging Equipment Market

  • 6.1 Status Quo in China
  • 6.2 National Planning
  • 6.3 Development of Electric Vehicle Charging Facilities in Major Provinces of China
    • 6.3.1 Rapid Charging Technology
    • 6.3.2 Intelligence & High-efficiency Technology
    • 6.3.3 General Integration Technology
    • 6.3.4 Battery Leasing Services

7. Smart Scheduling Market

  • 7.1 Basic Structure of Smart Scheduling System
  • 7.2 Automation of Smart Scheduling in China
  • 7.3 Prospect of China's Smart Scheduling Market

8. Key Companies

  • 8.1 Wasion Group Holdings Limited
    • 8.1.1 Profile
    • 8.1.2 Operation
    • 8.1.3 Revenue Structure
    • 8.1.4 Dynamics
    • 8.1.5 Development Plan
  • 8.2 Ningbo Sanxing Electric Co., Ltd.
    • 8.2.1 Profile
    • 8.2.2 Operation
    • 8.2.3 Revenue Structure
    • 8.2.4 Gross Margin
    • 8.2.5 Dynamics
  • 8.3 Jiangsu Linyang Electronics Co., Ltd.
    • 8.3.1 Profile
    • 8.3.2 Operation
    • 8.3.3 Revenue Structure
    • 8.3.4 Gross Margin
    • 8.3.5 Dynamics
    • 8.3.6 Development Prospects
  • 8.4 Huazhi Holding (Zhejiang) Co., Ltd.
    • 8.4.1 Profile
    • 8.4.2 Operation
    • 8.4.3 Revenue Structure
    • 8.4.4 Gross Margin
    • 8.4.5 Dynamics
  • 8.5 Shenzhen Clou Electronics Co., Ltd.
    • 8.5.1 Profile
    • 8.5.2 Operation
    • 8.5.3 Revenue Structure
    • 8.5.4 Gross Margin
    • 8.5.5 Dynamics
    • 8.5.6 Development Prospects
  • 8.6 Shenzhen Haoningda Meters Co., Ltd.
    • 8.6.1 Profile
    • 8.6.2 Operation
    • 8.6.3 Revenue Structure
    • 8.6.4 Gross Margin
    • 8.6.5 Dynamics
    • 8.6.6 Development Plan
    • 8.6.7 Development Prospects
  • 8.7 Shenzhen Kaifa Technology Co., Ltd.
    • 8.7.1 Profile
    • 8.7.2 Operation
    • 8.7.3 Revenue Structure
    • 8.7.4 Gross Margin
    • 8.7.5 Dynamics
    • 8.7.6 Development Plan
    • 8.7.7 Development Prospects
  • 8.8 Integrated Electronic Systems Lab Co., Ltd.
    • 8.8.1 Profile
    • 8.8.2 Operation
    • 8.8.3 Revenue Structure
    • 8.8.4 Gross Margin
    • 8.8.5 Dynamics
    • 8.8.6 Development Prospects
  • 8.9 Zhejiang Narada Power Source Co., Ltd.
    • 8.9.1 Profile
    • 8.9.2 Operation
    • 8.9.3 Revenue Structure
    • 8.9.4 Gross Margin
    • 8.9.5 Dynamics
    • 8.9.6 Development Prospects
  • 8.10 Guodian Nanjing Automation Co., Ltd
    • 8.10.1 Profile
    • 8.10.2 Operation
    • 8.10.3 Revenue Structure
    • 8.10.4 Gross Margin
    • 8.10.5 Dynamics
    • 8.10.6 Development Prospects
  • 8.11 XJ Electric Co., Ltd.
    • 8.11.1 Profile
    • 8.11.2 Operation
    • 8.11.3 Revenue Structure
    • 8.11.4 Gross Margin
    • 8.11.5 Dynamics
    • 8.11.6 Development Prospects
  • 8.12 Rongxin Power Electronic Co., Ltd.
    • 8.12.1 Profile
    • 8.12.2 Operation
    • 8.12.3 Revenue Structure
    • 8.12.4 Gross Margin
    • 8.12.5 Dynamics
    • 8.12.6 Development Prospects
  • 8.13 Sieyuan Electric Co., Ltd.
    • 8.13.1 Profile
    • 8.13.2 Operation
    • 8.13.3 Revenue Structure
    • 8.13.4 Gross Margin
    • 8.13.5 Dynamics
    • 8.13.6 Development Prospects
  • 8.14 Shenzhen Auto Electric Power Plant Co., Ltd.
    • 8.14.1 Profile
    • 8.14.2 Operation
    • 8.14.3 Revenue Structure
    • 8.14.4 Gross Margin
    • 8.14.5 Development Prospects
  • 8.15 NARI Technology Development Limited Company
    • 8.15.1 Profile
    • 8.15.2 Operation
    • 8.15.3 Revenue Structure
    • 8.15.4 Gross Margin
    • 8.15.5 Development Prospects
  • 8.16 Dongfang Electronics Co., Ltd
    • 8.16.1 Profile
    • 8.16.2 Operation
    • 8.16.3 Revenue Structure
    • 8.16.4 Gross Margin
    • 8.16.5 Dynamics
    • 8.16.6 Development Prospects

Selected Charts

  • Investment Plan of SGCC, 2011-2015E
  • Single-phase Smart Meter & Three-phase Smart Meter
  • Investment Proportion in Smart Grid Power Utilization
  • SGCC Smart Meter Investment, 2011-2014E
  • SGCC Smart Meter Bid Winning Results, 2010-2012
  • SGCC Concentrator Collector and Transformer Acquisition Terminal Bid Winning Results, 2011-2012
  • SGCC Bidding Proportion of Different Smart Meters in 2012
  • SGCC 2S Single-phase Smart Meter Bid Winning Results in 2012
  • SGCC Three-phase Smart Meter Bid Winning Results in 2012
  • SGCC Three-Phase Smart Meter Bid Winning Results in 2012
  • SGCC Transformer Acquisition Terminal Bid Winning Results in 2012
  • Application Cases of Mature Energy Storage Technology
  • Major Energy Storage Methods and Technical Features
  • Applications of Lead-Acid Battery
  • Application of Li-ion Battery
  • Cost of Different Energy Storage Methods
  • Structure and Function of Intelligent Substation
  • Bidding Volume of Conventional Protection Equipment and Intelligent Protection Equipment, 2011-2012
  • Status Quo of Intelligent Transformation Industry
  • Current Development of Intelligent Transformation Industry
  • Research and Manufacture of Electronic Mutual Inductor
  • SGCC Twelfth Five-year Plan of Substation
  • Revenue and Net Income of Wasion Group Holdings Limited, 2009-2012
  • Revenue of Wasion Group Holdings Limited by Product in 2012
  • Gross Margin of Wasion Group Holdings Limited by Product, 2009-2012
  • Revenue and Net Income of Ningbo Sanxing, 2009-2012
  • Revenue of Ningbo Sanxing by Product, 2009-2012
  • Revenue of Ningbo Sanxing by Region, 2009-2012
  • Gross Margin of Ningbo Sanxing by Product, 2009-2012
  • Revenue and Net Income of Linyang Electronics, 2009-2012
  • Revenue of Linyang Electronics by Product, 2009-2012
  • Revenue of Linyang Electronics by Region, 2009-2012
  • Gross Margin of Linyang Electronics by Product, 2009-2012
  • Revenue and Net Income of Linyang Electronics, 2012-2014E
  • Revenue and Net Income of Huazhi Holding, 2009-2012
  • Revenue of Huazhi Holding by Product, 2009-2012
  • Revenue of Huazhi Holding by Region, 2009-2012
  • Gross Margin of Huazhi Holding by Product, 2009-2012
  • Revenue and Net Income of Clou Electronics, 2009-2012
  • Clou Electronics' Revenue from Top Five Customers in 2012
  • Clou Electronics' Procurement from Top Five Suppliers in 2012
  • Revenue of Clou Electronics by Product, 2009-2012
  • Revenue of Clou Electronics by Region, 2009-2012
  • Gross Margin of Clou Electronics by Product, 2009-2012
  • Delayed Projects of Clou Electronics, 2012-2013
  • Revenue and Net Income of Clou Electronics, 2012-2014E
  • Revenue and Net Income of Shenzhen Haoningda Meters Co., Ltd., 2009-2012
  • Shenzhen Haoningda Meters' Revenue from Top Five Clients in 2012
  • Shenzhen Haoningda Meters' Procurement from Top Five Suppliers in 2012
  • Revenue of Shenzhen Haoningda Meters by Product, 2009-2012
  • Gross Margin of Shenzhen Haoningda Meters by Product, 2009-2012
  • Revenue and Net Income of Shenzhen Haoningda Meters, 2012-2014E
  • Revenue and Net Income of Shenzhen Kaifa, 2009-2012
  • Revenue of Shenzhen Kaifa by Product, 2009-2012
  • Revenue of Shenzhen Kaifa by Region, 2009-2012
  • Gross Margin of Shenzhen Kaifa by Product, 2009-2012
  • Fundraising Investment Projects of Shenzhen Kaifa in 2012
  • Revenue and Net Income of Shenzhen Kaifa, 2012-2014E
  • Revenue and Net Income of Integrated Electronic, 2009-2012
  • Revenue of Integrated Electronic by Product, 2009-2012
  • Revenue of Integrated Electronic by Region, 2009-2012
  • Gross Margin of Integrated Electronic by Product, 2009-2012
  • Revenue and Net Income of Integrated Electronic, 2012-2014E
  • Revenue and Net Income of Narada Power Source, 2009-2012
  • Revenue of Narada Power Source by Product, 2009-2012
  • Revenue of Narada Power Source by Region, 2009-2012
  • Gross Margin of Narada Power Source by Product, 2009-2012
  • Revenue and Net Income of Narada Power Source, 2012-2014E
  • Revenue and Net Income of Guodian Nanjing Automation, 2009-2012
  • Revenue of Guodian Nanjing Automation by Product, 2009-2012
  • Gross Margin of Guodian Nanjing Automation by Product, 2009-2012
  • Revenue and Net Income of Guodian Nanjing Automation, 2012-2014E
  • Revenue and Net Income of XJ Electric, 2009-2012
  • XJ Electric's Revenue from Top Five Clients in 2012
  • XJ Electric's Procurement from Top Five Suppliers in 2012
  • Revenue of XJ Electric from New Products, 2012
  • Gross Margin of New Products of XJ Electric, 2012
  • Revenue and Net Income of XJ Electric, 2012-2014
  • Revenue and Net Income of Rongxin, 2009-2012
  • Revenue of Rongxin by Product, 2009-2012
  • Revenue of Rongxin by Region, 2009-2012
  • Gross Margin of Rongxin by Product, 2009-2012
  • Revenue and Net Income of Rongxin, 2012-2014E
  • Revenue and Net Income of Sieyuan Electric, 2009-2012
  • Revenue of Sieyuan Electric by Product, 2009-2012
  • Revenue of Sieyuan Electric by Region, 2009-2012
  • Gross Margin of Sieyuan Electric by Product, 2009-2012
  • Revenue and Net Income of Sieyuan Electric, 2012-2014E
  • Revenue and Net Income of Auto Electric, 2009-2012
  • Revenue of Auto Electric by Product, 2009-2012
  • Gross Margin of Auto Electric by Product, 2009-2012
  • Revenue and Net Income of Auto Electric, 2012-2014E
  • Revenue and Net Income of NARI, 2009-2012
  • Revenue of NARI by Product, 2009-2012
  • Revenue of NARI by Region, 2009-2012
  • Gross Margin of NARI by Product, 2009-2012
  • Revenue and Net Income of NARI, 2012-2014E
  • Revenue and Net Income of Dongfang Electronics, 2009-2012
  • Revenue of Dongfang Electronics by Product, 2009-2012
  • Revenue of Dongfang Electronics by Region, 2009-2012
  • Gross Margin of Dongfang Electronics by Product, 2009-2012
  • Revenue and Net Income of Dongfang Electronics, 2012-2014E
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