Ntiaj teb no hluav taws xob khoom kev lag luam kev loj hlob Trends nyob rau hauv 2026

Kev lag luam khoom siv hluav taws xob thoob ntiaj teb yuav nkag mus rau lub sijhawm ntawm kev loj hlob ntawm cov qauv hauv 2026: kev lag luam loj yuav tsum tshaj US $ 480 billion, nrog rau kev loj hlob txhua xyoo ntau dua 5%; cov tub ntxhais tsav tsheb yog plaub kab tseem ceeb: kev sib txuas ntawm lub zog tshiab, kab sib chaws kev txawj ntse, AI xam fais fab mov, thiab qhov tseem ceeb xav tau rau lub zog cia. Cov cuab yeej siv niaj hnub yuav poob qis thaum cov cuab yeej tshiab yuav tawg, thiab cov tuam txhab suav teb yuav ua kom lawv nce ntxiv hauv cov khoom siv thoob ntiaj teb thiab kev sib tw thev naus laus zis.

· Kev Lag Luam Thoob Ntiaj Teb: ncav cuag ntau dua US $ 480 nphom hauv 2026, nrog CAGR ntawm 4.8% -5%; Tuam Tshoj yog lub lag luam loj tshaj plaws, nrog qhov loj ntawm kwv yees li RMB 1.2 trillion.

· Cov Qauv Khoom:

* ** Fais fab Kis thiab Distribution Equipment (Transformers, Switches, UHV, Smart Grid): ** Kev lag luam siab tshaj plaws, txuas ntxiv nthuav dav, tau txais txiaj ntsig los ntawm kev hloov kho kab sib chaws thiab kev tsim kho UHV.

* ** Cov Khoom Siv Hluav Taws Xob Tshiab (Photovoltaic / Cua Hloov Hluav Taws Xob, Hluav Taws Xob Hluav Taws Xob PCS, Cov Khoom Siv Hluav Taws Xob): ** Kev loj hlob sai tshaj plaws, nrog kev nce txhua xyoo ntawm 20% -40%.

* **End-Cov Khoom Siv Hluav Taws Xob (Smart Meters, Industrial Frequency Converters, Data Center Power Supply):** Kev loj hlob ruaj khov, uas tau tsav los ntawm AI thiab kev lag luam hluav taws xob.

* ** Cov Khoom Siv Hluav Taws Xob Hluav Taws Xob (Cov Hluav Taws Xob Hluav Taws Xob / Cov Hluav Taws Xob Cov Hluav Taws Xob):** Kev lag luam feem ntau poob qis, feem ntau yog siv rau thaub qab thiab ncov shaving.

1. Kev loj hlob tawg hauv kev teeb tsa hluav taws xob tshiab, kev tsav tsheb hloov kho

* Ntiaj teb no cua thiab hnub ci fais fab kev teeb tsa txuas ntxiv loj hlob sai, nrog kwv yees li 3000-400GW ntawm lub peev xwm tshiab ntxiv ntawm 2026 thiab 2030.

* Cov khoom siv tseem ceeb: Kev thov rau photovoltaic inverters, cua fais fab converters, prefabricated substations, SVG, thiabdaim phiaj - txuas txuasyog surging; Suav tuam txhab uas muag coj cov lag luam thoob ntiaj teb.

2. Grid Intelligence thiab Resilience Revolution

* Cov kab hluav taws xob laus hauv Tebchaws Europe thiab Asmeskas (qhov nruab nrab lub neej kev pabcuam 40+ xyoo), loj- kev hloov kho tshiab yuav pib xyoo 2026, nrog rau Asmeskas tau txais kev pom zoo rau $ 75 nphom hauv kev nthuav dav kev sib kis.

* Tuam Tshoj 15th Tsib-Xyoo Plan pom 4 trillion yuan nqis peev rau hauv daim phiaj hluav taws xob, tsom rau ultra-high voltage, hloov tau DC, ntse substations, thiab cov khoom siv thawj zaug thiab theem nrab.

* Cov cuab yeej tseem ceeb: ntse transformers,digital switchgear, solid-state transformers, thiab superconducting tam sim no limiters tau nkag mus rau theem loj - ua qauv qhia.

3. AI thiab Data Centers Reshaping the Power Supply Landscape

* AI suav lub zog tau dhau los ua "lub qhov hluav taws xob dub," nrog lub ntiaj teb kev xav tau hluav taws xob loj hlob ntawm 3.7% hauv 2026, thiab ** 93% ** ntawm cov khoom tshiab hauv North America los ntawm cov chaw zov me nyuam. o Cov khoom siv hluav taws xob hloov kho dua tshiab: High-voltage direct current (HVDC) power supply, modular UPS, liquid-cooled power distribution, and grid-cov cuab yeej siv hluav taws xob zoo tau dhau los ua cov qauv.

4. Lub zog cia hloov pauv ntawm "kev txhawb nqa" mus rau "qhov tseem ceeb"

o Ntiaj teb no lub zog tshiab cia muaj peev xwm mus txog 438 GWh+ nyob rau hauv 2026, ib xyoo - ntawm - xyoo nce ntawm 62%.

o Cov cuab yeej siv tseem ceeb: Cov khoom siv hluav taws xob cia hluav taws xob (PCS), ua kua- lub zog cia txias, siab- lub zog txuag hluav taws xob, thiab BMS; Suav tuam txhab tuav ntau tshaj 50% ntawm lub ntiaj teb no ua lag luam feem.

1. Kev nkag siab ntawm lub zog hluav taws xob Electronics Technology

* **SiC/GaN Wide Bandgap Devices:** Loj - daim ntawv thov nyob rau hauv photovoltaic inverters, lub zog cia PCS, them pawg, thiab muaj zaus converters, txhim kho efficiency los ntawm 2%–5% thiab txo qhov loj ntawm 30%.

* ** Yooj yim DC Transmission (VSC{0}}HVDC):** Ua lub hauv paus rau ntev - kis tau tus mob ntawm lub zog tshiab, nce cov nqi khoom los ntawm 50%+.

2. Cov cuab yeej txawj ntse thiab Digital Twins

* ** Kev sib sib zog nqus ntawm Cov Khoom Siv Hauv Tsev Kawm Ntawv thiab Thib Ob: ** Kev txawj ntse sensors + ntug kev suav + AI kev kwv yees kev saib xyuas ua tus qauv, txo cov nqi khiav lag luam thiab kev saib xyuas los ntawm 30%.

* **Digital ntxaib tau dhau los ua thoob plaws hauv substations, tis networks, thiab cov ntaub ntawv chaw siv hluav taws xob, ua kom muaj kev tswj xyuas tag nrho lub neej.

3. Kev lag luam ntawm Cov Khoom Siv Hluav Taws Xob Tshiab

* ** Khoom-State Transformers (SST):** Pilot project in data centers, microgrids, and charging piles, change the traditional power frequency transformers.

* ** Cov Khoom Siv Hluav Taws Xob (Tam sim no Limiters, Cables):** Kev ua lag luam ua qauv qhia nyob rau hauv siab -kawg fais fab tuag thiab siab - cov xwm txheej tam sim no.

o Hydrogen zog txhawb cov chaw (electrolyzer, roj cell converter): Nkag mus rau lub sijhawm ntawm kev nthuav dav sai nrog kev loj hlob ntawm cov phiaj xwm ntsuab hydrogen.

Regional Demand Hotspots

* Tuam Tshoj: UHV, cov phiajcim ntse, lub zog cia, thiab cov pawg them nyiaj tau ntsib kev loj hlob tawg, yog cov tuam txhab hauv tsev.

* Teb chaws Europe thiab Amelikas: kev hloov kho daim phiaj + kev tsim kho hluav taws xob tshiab; siab ntshuam dependence ntawm kev faib transformers, nruab nrab -voltage keyboards, thiab ntse ntsuas; Tuam Tshoj cov khoom xa tawm tau loj hlob ntawm 25% -30%.

* Cov Neeg Esxias Qab Teb Hnub Tuaj / Middle East / Latin America: Lub sijhawm kub rau kev tsim hluav taws xob thiab kev tsim hluav taws xob tshiab; muaj zog thov kom tiav kev sib kis thiab kev hloov tshuab, photovoltaic inverters, thiab lub zog cia; Tuam Tshoj txoj kev lag luam feem ntau tau nce sai.

Evolution ntawm kev sib tw toj roob hauv pes

* Cov Giants Thoob Ntiaj Teb (Siemens, ABB, Schneider Electric): Ua kom muaj txiaj ntsig zoo hauv siab -kawg ntse daim phiaj thiab kev lag luam automation, tab sis qhov tsis zoo ntawm tus nqi thiab kev xa khoom tau dhau los ua pom tseeb.

* Tuam Tshoj Tuam Txhab: Hloov los ntawm "tus nqi-kev ua tau zoo" mus rau "kev daws teeb meem + kev coj ua thev naus laus zis," ua tiav kev lag luam thoob ntiaj teb tshaj li 50% hauv kev hloov pauv, photovoltaic inverters, lub zog cia, thiab UHV; accelerating txawv teb chaws expansion.

* Cov lus tseem ceeb rau toj roob hauv pes: Kev hloov pauv hauv tsev, kev nthuav dav txawv teb chaws, teeb meem thev naus laus zis, thiab kev xa khoom muaj peev xwm dhau los ua qhov tseem ceeb rau kev ua tiav.

V. Kev Sib Tw thiab Lub Sijhawm

Cov Kev Sib Tw Core

* Supply Chain Tightening: Kev hloov pauv ntawm tus nqi ntawm cov khoom siv tseem ceeb (tooj liab, silicon, lub ntiaj teb tsis tshua muaj) ua rau lub sijhawm xa khoom ntev (txog 127 lub lis piam rau qee yam khoom siv).

* Rapid Technological Iteration: Kev nrawm nrawm ntawm kev sib kis dav dav, digitalization, thiab lub zog cia thev naus laus zis ua rau muaj kev cuam tshuam loj rau R & D peev.

* Cov Qauv thiab Kev Ua Raws Cai: Cov qauv thoob ntiaj teb nruj me ntsis rau kev siv hluav taws xob, kev ruaj ntseg cybersecurity, thiab kev sib koom ua haujlwm nce kev nkag mus.

Core Opportunities

* Cov Khoom Siv Khoom Siv: Kev xav tau tawg rau UHV, lub zog cia PCS, cov chaw ua haujlwm ntse, SiC cov cuab yeej, thiab cov ntaub ntawv chaw siv hluav taws xob.

* Kev nthuav dav txawv teb chaws: Kev loj hlob siab hauv Suav cov cuab yeej xa tawm tau tsav los ntawm kev hloov kho kab sib chaws hauv Tebchaws Europe thiab Asmeskas thiab Txoj Kev Siv Txoj Kev Siv Lub Zog tshiab.

* Kev Txhim Kho Kev Pabcuam: Los ntawm kev muag khoom rau EPC kev cog lus dav dav + kev ua haujlwm ntse thiab kev saib xyuas + kev tswj hwm lub zog, txhim kho cov qauv txiaj ntsig.

2026 yog ib lub xyoo tseem ceeb rau kev lag luam khoom siv hluav taws xob tau dhia los ntawm ib txwm mus rau lub tshuab hluav taws xob tshiab, nrog plaub lub ntsiab lus tseem ceeb ntawm kev txhawb zog tshiab, cov phiajcim ntse, lub zog cia, thiab AI- lub zog siv hluav taws xob qhia qhov tseeb tshaj plaws.

Cov Kev Sib Tw Core

* Supply Chain Tightening: Kev hloov pauv ntawm tus nqi ntawm cov khoom siv tseem ceeb (tooj liab, silicon, lub ntiaj teb tsis tshua muaj) ua rau lub sijhawm xa khoom ntev (txog 127 lub lis piam rau qee yam khoom siv).

* Rapid Technological Iteration: Kev nrawm nrawm ntawm kev sib kis dav dav, digitalization, thiab lub zog cia thev naus laus zis ua rau muaj kev cuam tshuam loj rau R & D peev.

* Cov Qauv thiab Kev Ua Raws Cai: Cov qauv thoob ntiaj teb nruj me ntsis rau kev siv hluav taws xob, kev ruaj ntseg cybersecurity, thiab kev sib koom ua haujlwm nce kev nkag mus.

Core Opportunities

* Cov Khoom Siv Khoom Siv: Kev xav tau tawg rau UHV, lub zog cia PCS, cov chaw ua haujlwm ntse, SiC cov cuab yeej, thiab cov ntaub ntawv chaw siv hluav taws xobVTZ-12 nqus Circuit Court breaker.

* Kev nthuav dav txawv teb chaws: Kev loj hlob siab hauv Suav cov cuab yeej xa tawm tau tsav los ntawm kev hloov kho kab sib chaws hauv Tebchaws Europe thiab Asmeskas thiab Txoj Kev Siv Txoj Kev Siv Lub Zog tshiab.

* Kev Txhim Kho Kev Pabcuam: Los ntawm kev muag khoom rau EPC kev cog lus dav dav + kev ua haujlwm ntse thiab kev saib xyuas + kev tswj hwm lub zog, txhim kho cov qauv txiaj ntsig.

2026 yog lub xyoo tseem ceeb rau cov khoom siv hluav taws xob kev lag luam tawm ntawm ib txwm mus rau tshiabtshuab fais fab, nrog plaub lub ntsiab lus tseem ceeb ntawm kev txhawb nqa lub zog tshiab, cov phiaj xwm ntse, lub zog cia, thiab AI - lub zog hluav taws xob uas qhia qhov tseeb tshaj plaws.

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