China s power grid industry investment scale and construction prospect planning

Mondo Finance Updated on 2024-01-31

Original title: 2024 China Power Grid Industry Investment Scale and Construction Prospect Planning Report.

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Docking personnel": [Zhou Wen].

Last revision date: [January 2024].

Table of Contents of Charts. Figure 1: Schematic diagram of a microgrid.

Figure 2: Definition of microgrid in foreign countries.

Figure 3: Introduction to the basic characteristics of microgrids.

Figure 4: The difference between a microgrid and a virtual power plant.

Figure 5: Differences between microgrids and off-grid power generation systems.

Figure 6: Introduction to microgrid classification.

Figure 7: Key application areas for microgrids.

Figure 8: Explanation of microgrid terminology.

Figure 9: Scoping of this report.

Exhibit 10: Summary of authoritative data from this report**.

Figure 11: Explanation of the main research methods and statistical criteria in this report.

Figure 12: Regulatory system of China's microgrid industry.

Figure 13: China's microgrid industry authorities.

Figure 14: Self-Regulatory Organizations in China's Microgrid Industry.

Figure 15: Construction of China's microgrid industry standard system as of 2024 (unit: item).

Figure 16: Current national standards for China's microgrid industry as of 2024.

Figure 17: Current industry standards for China's microgrid industry as of 2024.

Exhibit 18: Current local standards for China's microgrid industry as of 2024.

Figure 19: Current enterprise standards for China's microgrid industry as of 2024.

Exhibit 20: Current group standards for China's microgrid industry as of 2024.

Figure 21: Distribution of current standard attributes in China's microgrid industry as of 2024 (unit: items, %)

Figure 22: Key areas of construction of microgrid standard system.

Figure 23: Microgrid grid-connected structure.

Figure 24: Grid-connected standards for microgrids with an exchange power of less than 10MW.

Figure 25: Summary of policies related to the development of China's microgrid industry at the national level as of 2024.

Figure 26: Summary of policies related to the development of China's microgrid industry at the local level as of 2024.

Figure 27: Summary of plans for the development of China's microgrid industry as of 2024.

Figure 28: Opinions on the planning and construction of microgrids in China in the "Trial Measures for Promoting the Construction of Grid-connected Microgrids".

Exhibit 29: Microgrid Policy and Management System.

Exhibit 30: Year-on-year growth rate of GDP in the world and major economies, 2018-2024 (in %)

Exhibit 31: U.S. GDP trend from 2018 to 2024 (trillions, %)

Exhibit 32: Quarterly year-on-year change in Eurozone GDP from 2018 to 2024 (in %)

Exhibit 33: Changes in Japan's GDP from 2019 to 2024 (in %)

Chart 34: Economic growth rate of the world's major economies, 2024-2024 (unit: %)

Exhibit 35: China's GDP growth trend from 2019 to 2024 (unit: trillion yuan, %)

Figure 36: China's tertiary industrial structure, 2019-2024 (unit: %)

Exhibit 37: Changes in China's PPI from 2019 to 2024 (unit: %)

Figure 38: China's total industrial added value and growth rate from 2019 to 2024 (unit: trillion yuan, %)

Chart 39: China's investment in fixed assets (excluding rural households) and growth rate (unit: trillion yuan, %) from 2019 to 2024

Chart 40: China's GDP growth rate in 2024 by selected international institutions (in %)

Exhibit 41: China's core macroeconomic indicators** in 2024 (unit: %)

Figure 42: Chinese population size and natural growth rate from 2018 to 2024 (unit: 10,000 people).

Figure 43: China's urban population size and urbanization rate from 2018 to 2024 (unit: 10,000 people, %)

Figure 44: Stages of China's urbanization process.

Figure 45: Per capita disposable income of Chinese residents, 2019-2024 (unit: yuan).

Figure 46: Per capita consumption expenditure of Chinese residents from 2019 to 2024 (unit: yuan).

Exhibit 47: Structure of China's per capita consumption expenditure from 2019 to 2024 (unit: %)

Figure 48: IEEE1547 Distributed Power Generation and Power System Interconnection Series Standards cover microgrids.

Exhibit 49: Microgrid-related standards.

Figure 50: Changes in the number of people without electricity in the world from 2024 to 2031 (unit: 100 million people).

Exhibit 51: Changes in the global microgrid market size from 2020 to 2024 (in USD billion).

Exhibit 52: Global Microgrid Projects in Operation, by Region (Unit: %)

Exhibit 53: The world's top 10 regions by the number of microgrid projects in operation (unit: units).

Figure 54: Global Planned Microgrid Projects by Region (Unit: %)

Figure 55: Global microgrid demonstration projects.

Figure 56: Total global microgrid project size** (unit: 10,000) 2024-2031

Exhibit 57: Global Microgrid Market Size** 2024-2031 (in USD billion).

Figure 58: Representative Microgrid Projects in the United States.

Figure 59: Representative microgrid projects in the EU.

Figure 60: Representative microgrid projects in Japan.

Figure 61: The development of microgrids in China.

Figure 62: Trends in the application of microgrids in China.

Figure 63: Changes in the size of China's microgrid market from 2020 to 2024 (in US$100 million).

Figure 64: Typical demonstration projects of domestic microgrids in 2024.

Exhibit 65: Introduction to the first batch of smart PV pilot demonstration projects in China in 2024 involving microgrid demonstration projects.

Exhibit 66: Introduction to the second batch of smart PV pilot demonstration projects in China in 2024 involving microgrid demonstration projects.

Figure 67: Analysis of the main body of microgrid technology research in China as of 2024 (unit: pieces).

Figure 68: The main body of the microgrid project.

Exhibit 69: Key analysis of renewable energy generation technology research.

Exhibit 70: Introduction to mainstream renewable energy generation technologies.

Exhibit 71: Change in the number of patent applications for renewable energy power generation technologies from 2019 to 2024 (unit: pieces).

Exhibit 72: Analysis of the composition of patent applicants for renewable energy power generation technologies as of 2024 (unit: pieces).

Figure 73: Changes in the number of patent applications for microgrid energy storage technology from 2019 to 2024 (unit: pieces).

Exhibit 74: Analysis of the composition of patent applicants for microgrid energy storage technology as of 2024 (unit: pieces).

Figure 75: Changes in the number of patent applications for power electronic device manufacturing technology from 2019 to 2024 (unit: pieces).

Exhibit 76: Analysis of the composition of patent applicants for electronic device manufacturing technology as of 2024 (unit: items).

Figure 77: Changes in the number of patent applications for power electronic converter technology from 2019 to 2024 (unit: pieces).

Exhibit 78: Analysis of the composition of patent applicants for power electronic converter technology as of 2024 (unit: pieces).

Exhibit 79: Analysis of trends in power electronics and systems.

Figure 80: Changes in the number of patent applications for intelligent interconnection switch technology from 2019 to 2024 (unit: pieces).

Figure 81: Analysis of the composition of patent applicants for power electronic converter technology as of 2024 (unit: pieces).

Figure 82: Changes in the number of patent applications for microgrid protection technology from 2019 to 2024 (unit: pieces).

Exhibit 83: Analysis of the composition of patent applicants for microgrid protection technology as of 2024 (unit: pieces).

Figure 84: Analysis of mainstream microgrid control technologies.

Figure 85: Changes in the number of patent applications for microgrid control technology from 2019 to 2024 (unit: pieces).

Exhibit 86: Analysis of the composition of patent applicants for microgrid control technology as of 2024 (unit: pieces).

Figure 87: Analysis of the development trend of mainstream microgrid control technology.

Figure 88: Changes in the number of patent applications for microgrid energy management technology from 2019 to 2024 (unit: pieces).

Exhibit 89: Analysis of the composition of patent applicants for microgrid energy management technology as of 2024 (unit: pieces).

Figure 90: Introduction to the characteristics of micropower supplies.

Exhibit 91: Classification of micropower supplies.

Figure 92: Trend of new installed wind power capacity in China from 2018 to 2024 (unit: 10,000 kilowatts).

Figure 93: China's cumulative installed wind power capacity and its growth trend from 2018 to 2024 (unit: 100 million kilowatts, %)

Exhibit 94: Cost composition of wind power capacity in China (unit: %)

Figure 95: Wind power price adjustment from 2019 to 2024 (unit: yuan kWh).

Figure 96: Changes in China's newly installed photovoltaic power generation capacity from 2019 to 2024 (unit: GW).

Figure 97: Changes in China's cumulative installed capacity of photovoltaic power generation from 2019 to 2024 (unit: GW, %)

Figure 98: Changes in China's photovoltaic power generation from 2019 to 2024 (unit: 100 million kWh, %)

Figure 99: Construction cost of China's ground-mounted photovoltaic power generation system from 2024 to 2031 (unit: yuan w).

Figure 100: Construction cost of China's industrial and commercial distributed photovoltaic power generation system from 2024 to 2031 (unit: yuan w).

Figure 101: Estimation of LCOE of different equivalent hours of PV ground-mounted power plants in China in 2024 (unit: yuan kWh).

Exhibit 102: Estimation of LCOE of different equivalent hours of distributed photovoltaic power generation system in China in 2024 (unit: yuan kWh).

Chart 103: PV feed-in tariff policy table over the years (RMB kWh).

Exhibit 104: New installed capacity in China's PV industry** (in GW) from 2024 to 2031

Figure 105: China's installed biomass power generation capacity (unit: 10,000 kilowatts) from 2019 to 2024

Figure 106: China's biomass power generation capacity from 2024 to 2031** (unit: 100 million kilowatts).

Figure 107: Fuel cell history.

Exhibit 108: Major Categories of Fuel Cells.

Figure 109: Characteristics of diesel generator sets.

Figure 110: Changes in China's lead-acid battery production from 2019 to 2024 (unit: 10,000 kVAh).

Exhibit 111: Lead-acid battery market competitive landscape.

Figure 112: China's lead-acid battery production, 2024-2031** (unit: 10,000 kVAh).

Figure 113: Trend of China's lithium-ion battery production from 2019 to 2024 (unit: 100 million pcs, %)

Exhibit 114: China's lithium battery shipments from 2018 to 2024 (in GWh, %)

Exhibit 115: Competitive landscape of China's lithium battery industry in 2024 (unit: %)

Figure 116: Production capacity of China's leading lithium battery companies as of 2024 (unit: GWh, %)

Exhibit 117: China's lithium battery shipments** (in GWh) from 2024 to 2031

Figure 118: 2020-2024 domestic supercapacitor major manufacturers of supercapacitor industry competition echelon and business data (unit: 100 million yuan).

Figure 119: 2019-2024 UPS industry market size and its growth trend (unit: 100 million yuan, %)

Figure 120: Major domestic manufacturers of static switches.

Table of Contents of Charts. Figure 1: The structure of the industrial chain of the power grid industry.

Figure 2: China's GDP and its growth rate from 2017 to 2024 (unit: trillions, %)

Figure 3: China's GDP and its growth rate from 2017 to 2024 (trillions, %)

Figure 4: China's fixed asset investment and its growth rate, 2017-2024 (unit: trillions, %)

Figure 5: China's urban disposable income and its growth rate, 2017-2024 (unit: yuan, %)

Figure 6: China's steel production and growth rate from 2017 to 2024 (unit: 10,000 tons, %)

Chart 7: 2017-2024 China steel comprehensive ** trend chart (unit: point).

Figure 8: Regional distribution of Chinese population from 2017 to 2024 (unit: points).

Figure 9: Development trend of China's urban level from 2017 to 2024** (unit: point).

Figure 10: The scale and growth of China's power grid investment from 2017 to 2024 (unit: 100 million yuan, %)

Figure 11: Total investment in China's power grid industry from 2024 to 2031** (unit: 100 million yuan).

Figure 12: Analysis of the operating benefits of the power grid industry from 2017 to 2024 (unit: 10,000 yuan, %)

Exhibit 13: Profitability analysis of China's power grid industry from 2017 to 2024 (unit: %)

Figure 14: Analysis of the operational capacity of China's power grid industry from 2017 to 2024 (unit: times).

Exhibit 15: Analysis of the solvency of China's power grid industry from 2017 to 2024 (unit: %, times).

Exhibit 16: SWOT analysis of China's power grid industry from 2017 to 2024 (unit: %)

Figure 17: Analysis of the main economic indicators of power grid enterprises from 2017 to 2024 (unit: 10,000 yuan, %)

Figure 18: Analysis of the main economic indicators of state-owned power grid enterprises from 2017 to 2024 (unit: 10,000 yuan, %)

Figure 19: Analysis of the main economic indicators of collective power grid enterprises from 2017 to 2024 (unit: 10,000 yuan, %)

Figure 20: Analysis of the main economic indicators of joint-stock cooperative power grid enterprises from 2017 to 2024 (unit: 10,000 yuan, %)

Chart 21: Analysis of the main economic indicators of joint-stock power grid enterprises from 2017 to 2024 (unit: 10,000 yuan, %)

Figure 22: Analysis of the main economic indicators of private power grid enterprises from 2017 to 2024 (unit: 10,000 yuan, %)

Figure 23: Analysis of the main economic indicators of foreign-funded and Hong Kong, Macao and Taiwan-invested power grid enterprises from 2017 to 2024 (unit: 10,000 yuan, %)

Figure 24: Analysis of the main economic indicators of power grid enterprises of other natures from 2017 to 2024 (unit: 10,000 yuan, %)

Figure 25: 2017-2024 Trend of the proportion of sales revenue of enterprises with different natures (unit: %)

Figure 26: 2017-2024 Trend of the proportion of total assets of enterprises of different natures (unit: %)

Figure 27: Trend of the proportion of total profits of enterprises of different natures from 2017 to 2024 (unit: %)

Figure 28: Trend of changes in the proportion of enterprises of different natures from 2017 to 2024 (unit: %)

Figure 29: Analysis of the output value of the national power grid industry from 2017 to 2024 (unit: 10,000 yuan, %)

Figure 30: 2017-2024 National Power Grid Industry Gross Output Value Change Trend (Unit: %)

Figure 31: 2017-2024 national power grid industry sales revenue analysis (unit: 10,000 yuan, %)

Figure 32: 2017-2024 National Power Grid Industry Sales Revenue Change Trend (Unit: %)

Exhibit 33: China's UHV grid investment is expected to be in 2024-2031 (trillion yuan).

Figure 34: China's UHVDC investment scale from 2024 to 2031** (unit: 100 million yuan).

Figure 35: 2024-2031 UHVDC project construction plan in China.

Exhibit 36: 2024-2031 construction plan of China's UHV AC project.

Figure 37: 2024-2031 allocation of intelligent investment in China's State Grid.

Figure 38: Economic operation of the power grid industry in Northeast China from 2017 to 2024 (unit: %, times, times).

Figure 39: Economic operation of the power grid industry in North China from 2017 to 2024 (unit: %, times, times).

Figure 40: Economic operation of the power grid industry in East China from 2017 to 2024 (unit: %, times, times).

Figure 41: Economic operation of the power grid industry in central China from 2017 to 2024 (unit: %, times, times).

Figure 42: Economic operation of the power grid industry in Northwest China from 2017 to 2024 (unit: %, times, times).

Figure 43: Economic operation of the power grid industry in the southern region from 2017 to 2024 (unit: %, times, times).

Figure 44: Length of transmission lines from State Grid Corporation of China (in km) from 2017 to 2024

Figure 45: Substation equipment capacity of State Grid Corporation of China from 2017 to 2024 (unit: 10,000 voltVA).

Figure 46: State Grid Corporation of China's urban power supply reliability rate from 2017 to 2024 (unit: %)

Figure 47: 2017-2024 Rural Grid Power Supply Reliability Rate of State Grid Corporation of China (unit: %)

Figure 48: State Grid Corporation of China's line loss rate from 2017 to 2024 (unit: %)

Figure 49: Total assets of State Grid Corporation of China from 2017 to 2024 (unit: 100 million yuan, %)

Figure 50: Operating income of State Grid Corporation of China from 2017 to 2024 (unit: 100 million yuan, %)

Exhibit 51: SWOT analysis of Jiangsu Electric Power Company from 2017 to 2024 (unit: %)

Exhibit 52: SWOT analysis and analysis of Shandong Electric Power Group Corporation from 2017 to 2024 (unit: %)

Figure 53: 2017-2024 Liaoning Province Electric Power SWOT Analysis (Unit: %)

Exhibit 54: SWOT analysis of Henan Electric Power Company from 2017 to 2024 (unit: %)

Exhibit 55: SWOT analysis of Shanghai Electric Power Company from 2017 to 2024 (unit: %)

Exhibit 56: SWOT analysis of Hubei Electric Power Company from 2017 to 2024 (unit: %)

Exhibit 57: SWOT analysis of Anhui Electric Power Company from 2017 to 2024 (unit: %)

Exhibit 58: SWOT analysis of Beijing Electric Power Company from 2017 to 2024 (unit: %)

Exhibit 59: SWOT analysis and analysis of Sichuan Electric Power Company from 2017 to 2024 (unit: %)

Exhibit 60: SWOT analysis of Shanxi Electric Power Company from 2017 to 2024 (unit: %)

Exhibit 61: SWOT analysis and analysis of electric power in Fujian Province from 2017 to 2024 (unit: %)

Exhibit 62: SWOT analysis and analysis of Hunan Electric Power Company from 2017 to 2024 (unit: %)

Figure 63: SWOT analysis of electric power in Heilongjiang Province from 2017 to 2024 (unit: %)

Figure 64: SWOT analysis and analysis of Shaanxi Provincial Electric Power Company from 2017 to 2024 (unit: %)

Exhibit 65: SWOT analysis of Tianjin Electric Power Company from 2017 to 2024 (unit: %)

Figure 66: SWOT analysis and analysis of electric power in Jilin Province from 2017 to 2024 (unit: %)

Exhibit 67: SWOT analysis and analysis of Jiangxi Provincial Electric Power Company from 2017 to 2024 (unit: %)

Figure 68: Length of transmission lines of China Southern Power Grid Co., Ltd. (in km) from 2017 to 2024

Figure 69: Substation equipment capacity of China Southern Power Grid Co., Ltd., 2017-2024 (unit: 10,000 voltVA).

Figure 70: Electricity sold by China Southern Power Grid Co., Ltd. from 2017 to 2024 (unit: 100 million kWh).

Figure 71: 2017-2024 China Southern Power Grid Co., Ltd. overall maximum load (unit: 10,000 kilowatts).

Figure 72: China Southern Power Grid Co., Ltd.'s West-to-East Power Transmission Capacity (unit: 100 million kWh) from 2017 to 2024

Chart 73: Total assets of China Southern Power Grid Co., Ltd. from 2017 to 2024 (unit: 100 million yuan, %)

Chart 74: 2017-2024 China Southern Power Grid Co., Ltd. operating income (unit: 100 million yuan, %)

Exhibit 75: SWOT analysis and analysis of Guangdong Power Grid Corporation from 2017 to 2024 (unit: %)

Exhibit 76: SWOT analysis and analysis of Guangxi Power Grid Corporation from 2017 to 2024 (unit: %)

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