2023年中國低壓電器市場前景及投資研究報告-培訓(xùn)課件

123456第2頁目錄01PART第3頁1.1

注：本報告業(yè)績統(tǒng)計僅包括框架斷路器、塑殼斷路器、小型斷路器、接觸器組、雙電源轉(zhuǎn)換開關(guān)、隔離開關(guān)、電涌保護(hù)器、終端配電箱、導(dǎo)軌插座、熔斷器，不含儀表、柜體、軟件等產(chǎn)品。隔離開關(guān)不含刀閘開關(guān)。繼電器產(chǎn)品包含時間繼電器、控制繼電器、中間繼電器。第4頁1.2.1第5頁1.2.2第6頁1.3EPC/SIEPC/SI第7頁1.4東北華北

2012

202120222023

2027西北華東西南華中華南南海諸島

13第8頁目錄02PART第9頁2.1-2012-2027E2.9%4.5%4.1%4.0%9.5%-9.4%4.3%6.4%-3.0%5.0%10.0%987.713.6%944.3949.77.5%-8.7%910.63.4%862.0871.49.1%2.0%855.5829.9809.82019736.22018672.82014648.02017626.12013614.62015626.72016573.820122020202120222023E2024E2025E2026E2027E

202220222023-9.4%OEM

2023第10頁2.2-&-20222012-2022CAGR2022-2027ECAGR2012217.92012-2022CAGR2022-2027E2022855.5271.2283.52.2%4.7%4.9%5.5%5.8%3.7%0.9%3.2%2.9%4.5%5.2%3.8%CAGR2027E113.5180.3211.5402.5

(47%)5.0%3.9%2.0%4.3%88.8143.0165.0OEM78.7314.1

(37%)0.9%3.1%134.9167.7&56.299.0138.9

(16%)127.418.727.032.6202220225

&OEMOEM第11頁2.3--2022&&OEM2022

27.0

(3.2%)99.0

(11.6%)134.9

(15.8%)143.0(16.7%)180.3

(21.1%)271.2

(31.7%)855.5123--2022--2022-OEM-2022143.0

(100%)11.4

(8%)271.2

(100%)94.2

(35%)180.3

(100%)9.1

(6%)9.0

(6%)8.5

(6%)30.5

(17%)26.0

(14%)49.1

(18%)&&&22.2

(12%)19.5

(11%)7.2

(5%)&17.2

(6%)16.9

(6%)14.8

(5%)14.6

(5%)12.1

(4%)8.1

(3%)UPS6.8

(5%)6.0

(4%)6.0

(4%)5.5

(4%)4.7

(3%)4.7

(3%)4.7

(3%)4.6

(3%)4.5

(3%)3.9

(3%)3.9

(3%)3.8

(3%)3.4

(2%)2.9

(2%)2.4

(2%)2.3

(2%)2.1

(1%)2.1

(1%)1.9

(1%)1.4

(1%)1.4

(1%)0.5

(0%)14.0

(8%)10.4

(6%)10.1

(6%)8.4

(5%)&&&&&5.5

(3%)4.7

(3%)3.6

(2%)2.7

(1%)2.1

(1%)1.8

(1%)1.6

(1%)7.2

(3%)6.1

(2%)30.7

(11%)17.3

(10%)45-&-2022--2022HVDC134.9

(100%)99.0

(100%)32.0

(32%)31.3

(32%)58.3

(43%)20.4

(15%)16.0

(12%)&EPC7.5

(8%)7.3

(7%)&18.1

(13%)4.2

(4%)14.5

(11%)11.1

(8%)64.1

(4%)3.9

(4%)3.3

(3%)2.0

(2%)0.7

(1%)0.5

(1%)2.1

(2%)--20228.7

(6%)&3.9

(3%)1.7

(1%)0.2

(0%)ETC27.0

(100%)第12頁2.4-2022132.1

(15.4%)126.9

(14.8%)100-15050-10020-50855.560.1

(7.0%)54.0

(6.3%)39.5

(4.6%)31.9

(3.7%)25.4

(3.0%)19.1

(2.2%)11.0

(1.3%)8.9

(1.0%)ABB610-20

100-15050-10020-507.7

(0.9%)ABB7.2

(0.8%)LS

6.5

(0.8%)5.7

(0.7%)5.6

(0.7%)5-10AEG

5.3

(0.6%)5.0

(0.6%)10-205.0

(0.6%)5~10LS5

52132022261.0

(30.5%)Bussmann第13頁2.5--2022201220222027E2012-20222022-2027ECAGRCAGR168.8174.34.5%2.5%2.3%2.7%3.4%3.9%2.8%5.1%262.2297.3

50%+108.8103.34.8%4.2%4.4%3.9%1.8%2.1%2022195.6155.3177.862.2

95.8113.339.257.469.547.957.065.5

43.653.568.8第14頁2.6--2022-/-2022-/-20222022-2027ECAGR2022-2027E

855.5CAGR3.3%855.5102.0

(11.9%)11.1%561.2

(65.6%)753.5

(88.1%)1.6%2.2%

294.3

(34.4%)20222022-/-2022--2012,2022,2027E2012-2022CAGR2022-2027ECAGR201220222027E2022-2027ECAGR2.91.41.60.83.0855.516.320.1&

18.8%27.3%21.6%29.4%19.4%4.3%14.7%4.6%B2B

B2CB2C16888.8%2.3%15.671.3

(8.3%)31.011.314.1

784.2

(91.7%)10.514.0%5.7%20.217.6202223.3第15頁目錄03PART第16頁3.1--2022

6OEM&180.3

/

21.1%143.0/

16.7%271.2

/31.7%134.9

/

15.8%99.0

/11.6%27.0/

3.2%66543332111273545892121312759485144143.5

(24.1%)26.2

(14.5%)19.9

(13.9%)31.1

(21.7%)11.5

(8.1%)11.9

(8.3%)3.1

(2.1%)33.8

(12.5%)36.9

(13.6%)19.3

(7.1%)7.3

(2.7%)7.4

(5.5%)26.2

(26.5%)1.3

(5.0%)15.7

(11.7%)10.9

(8.1%)4.2

(3.1%)5.6

(4.1%)2.3

(1.7%)6.6

(4.9%)2.6

(2.0%)5.6

(4.1%)0.1

(0.1%)6.9

(7.0%)10.1

(37.5%)446.8

(6.9%)7.2

(7.3%)2.0

(2.0%)8.3

(8.4%)1.3

(1.3%)2.0

(2.0%)0.3

(0.3%)0.1

(0.1%)526.6

(3.7%)4.8

(17.9%)ABB22.8

(12.7%)3530.7

(2.4%)699.1

(5.0%)819.6

(7.2%)4.1

(1.5%)360.2

(0.8%)0.2

(0.7%)0.3

(1.0%)1.3

(5.0%)0.2

(0.8%)1.9

(7.0%)12.0

(6.7%)9.1

(5.0%)2.4

(1.3%)1.2

(0.6%)0.1

(0.1%)721075.0

(3.5%)55885.0

(3.5%)3.1

(1.1%)75743.6

(2.5%)7.3

(2.7%)109980.8

(0.5%)90.9

(0.3%)100.1

(0.1%)101.8

(0.7%)1010347.4

(26.3%)51.1

(35.7%)137.3

(50.6%)73.8

(54.7%)37.9

(38.3%)5.9

(21.9%)56OEM第17頁3.2.12020-2024E2022132.12.8%43.5

(32.9%)33.8

(25.6%)26.2

(19.8%)19.9

(15.0%)7.4

(5.6%)1.3

(1.0%)5.1%-4.9%2.9%2.6%

138.92021139.5135.6132.22020132.1202220222023E2024E施耐德電氣低壓電器業(yè)績分產(chǎn)品-2022132.1

65.6

(49.6%)39.2

(29.6%)

27.4

(20.7%)2022第18頁3.2.2126.94.5%

36.9

(29.1%)31.1

(24.5%)26.2

(20.6%)15.7

(12.4%)10.1

(8.0%)6.9

(5.4%)4.8%11.8%-3.7%4.2%138.6131.82021132.3126.92022117.920202023E2024E2022

126.9

55.0

(43.3%)47.6

(37.5%)

24.4

(19.2%)2022第19頁3.2.32020-2024E2022

60.14.0%4.2%19.3

(32.1%)16.9%-8.6%3.8%11.5

(19.2%)10.9

(18.2%)65.765.062.360.156.26.8

(11.4%)6.6

(11.0%)4.8

(8.0%)2020202120222023E2024E202260.12022

27.4

(45.6%)23.9

(39.7%)

8.8

(14.6%)

2022第20頁3.2.4

ABB-ABB2020-2024EABB202254.0

2.5%2.6%工業(yè)項目22.8

(42.3%)工業(yè)OEM11.9

(22.0%)5.0%-1.2%2.5%56.8建筑7.3

(13.4%)7.2

(13.3%)4.2

(7.8%)54.754.055.452.1基礎(chǔ)設(shè)施發(fā)電&電網(wǎng)個人用戶

0.7

(1.2%)2020202120222023E2024E202254.0ABB2022

配電電器終端電器控制電器35.8

(66.3%)

12.3

(22.7%)5.9

(11.0%)2022第21頁3.2.52020-2024E2022單位：億元單位：億元39.5

19.7%9.3%19.6

(49.6%)9.1

(23.0%)31.1%5.4%5.6

(14.0%)3.1

(7.7%)2.0

(5.1%)0.2

(0.5%)31.6%56.651.839.537.528.52020202120222023E2024E20222022單位：億元

39.522.4

(56.7%)

13.9

(35.1%)

3.2

(8.2%)2022第22頁目錄04PART第23頁4.1PC……第24頁4.2-2017-2027E42.0%115.329.5%37.8%81.234.4%31.6%58.929.3%21.5%43.825.4%19.9%23.7%31.0%33.325.821.216.92020202114.111.48.7201720182019202120222023E2024E2025E2026E2027E

202225.821.5%

第25頁4.3-&-2022--2022/2022-2027ECAGR25.82022CR366%+11.2

(43.3%)31.4%32.4%43.5%42.0%49.8%35.6%ABB4.3

(16.7%)1.8

(7.0%)1.1

(4.3%)1.0

(3.9%)SI

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(24.9%)SI202225.8--20222022-2027ECAGR37.5%28.3%29.7%45.3%9.3

(36.2%)6.0

(23.4%)5.3

(20.4%)5.1

(19.9%)OEM

0.0

(0.0%)2022第26頁4.4-2017-2027E40.0%17.428.7%36.3%12.532.2%30.1%9.128.6%17.9%6.921.7%25.0%25.7%5.330.7%4.13.52.92.31.81.42017201820192020202120222023E2024E2025E2026E2027E

20224.1202117.9%第27頁4.5-202220222022412.6412.6177.8

(43.1%)175.4

(42.5%)40.0

(9.7%)35.4

(8.6%)87.5

(21.2%)82.1

(19.9%)25.0

(6.1%)12.0

(2.9%)5.6

(1.4%)47.0

(11.4%)20.6

(5.0%)116.8

(28.3%)20222022*

40%60%+第28頁目錄05PART第29頁5.10~20%

20~40%

40~60%

60~80%

80~100%1000+1800+540+470+500+1000+1000+1500+1200+700+450+80+50+380+230+

90%~100%

第30頁5.2

成就

第31頁5.3

43%8%70.8%

第32頁5.4

35%15%15%

第33頁5.5

35%98%5

+

第34頁5.6

202120225.04.0202220222022TUV