一、電源綜述
電(dian)(dian)(dian)(dian)(dian)源(yuan)(yuan)是指給電(dian)(dian)(dian)(dian)(dian)子設備(bei)提(ti)供(gong)所需電(dian)(dian)(dian)(dian)(dian)力的(de)裝置,也稱(cheng)電(dian)(dian)(dian)(dian)(dian)源(yuan)(yuan)供(gong)應(ying)器(qi)(Power Supply)。在絕(jue)大多(duo)數情況下(xia),發(fa)電(dian)(dian)(dian)(dian)(dian)機、電(dian)(dian)(dian)(dian)(dian)池等發(fa)出的(de)電(dian)(dian)(dian)(dian)(dian)能(neng)(neng)并不(bu)符合電(dian)(dian)(dian)(dian)(dian)氣或電(dian)(dian)(dian)(dian)(dian)子設備(bei)等用(yong)電(dian)(dian)(dian)(dian)(dian)對象使用(yong)的(de)要(yao)求,需進(jin)行再(zai)一次(ci)變(bian)(bian)換(huan)。電(dian)(dian)(dian)(dian)(dian)源(yuan)(yuan)的(de)功能(neng)(neng)就是將市電(dian)(dian)(dian)(dian)(dian)或電(dian)(dian)(dian)(dian)(dian)池等一次(ci)電(dian)(dian)(dian)(dian)(dian)能(neng)(neng)變(bian)(bian)換(huan)成(cheng)適用(yong)于各種用(yong)電(dian)(dian)(dian)(dian)(dian)對象的(de)二(er)次(ci)電(dian)(dian)(dian)(dian)(dian)能(neng)(neng)。電(dian)(dian)(dian)(dian)(dian)源(yuan)(yuan)產(chan)品主(zhu)要(yao)包括開關電(dian)(dian)(dian)(dian)(dian)源(yuan)(yuan),不(bu)間(jian)斷電(dian)(dian)(dian)(dian)(dian)源(yuan)(yuan)(UPS電(dian)(dian)(dian)(dian)(dian)源(yuan)(yuan)),逆變(bian)(bian)器(qi),線性電(dian)(dian)(dian)(dian)(dian)源(yuan)(yuan),變(bian)(bian)頻器(qi)以及(ji)模塊電(dian)(dian)(dian)(dian)(dian)源(yuan)(yuan)等。
二、電源產業鏈
電(dian)(dian)(dian)(dian)源(yuan)(yuan)(yuan)產業(ye)(ye)鏈(lian)主(zhu)(zhu)要包括上(shang)游(you)(you)原(yuan)材料、中游(you)(you)中間(jian)產品及電(dian)(dian)(dian)(dian)源(yuan)(yuan)(yuan)制(zhi)造、下(xia)游(you)(you)應(ying)(ying)用領(ling)域。原(yuan)材料供(gong)應(ying)(ying)商(shang)主(zhu)(zhu)要為電(dian)(dian)(dian)(dian)源(yuan)(yuan)(yuan)制(zhi)造商(shang)提(ti)供(gong)控制(zhi)芯片、功(gong)率器件、變壓器、PCB板等電(dian)(dian)(dian)(dian)子(zi)器件;中游(you)(you)電(dian)(dian)(dian)(dian)源(yuan)(yuan)(yuan)制(zhi)造商(shang)進(jin)行(xing)電(dian)(dian)(dian)(dian)源(yuan)(yuan)(yuan)產品研發和(he)生產,并(bing)(bing)通(tong)過(guo)各(ge)種營銷渠道對(dui)產品進(jin)行(xing)銷售和(he)提(ti)供(gong)相(xiang)(xiang)(xiang)應(ying)(ying)的售后服(fu)務,并(bing)(bing)負責(ze)根(gen)據行(xing)業(ye)(ye)用戶對(dui)相(xiang)(xiang)(xiang)關產品的需求,采購相(xiang)(xiang)(xiang)應(ying)(ying)型號、規(gui)格(ge)的電(dian)(dian)(dian)(dian)源(yuan)(yuan)(yuan)產品,應(ying)(ying)用到相(xiang)(xiang)(xiang)應(ying)(ying)的電(dian)(dian)(dian)(dian)子(zi)設(she)備(bei)中,并(bing)(bing)提(ti)供(gong)設(she)備(bei)的技(ji)術支持和(he)售后服(fu)務;下(xia)游(you)(you)應(ying)(ying)用領(ling)域廣泛,主(zhu)(zhu)要包括新能源(yuan)(yuan)(yuan)汽車,通(tong)信電(dian)(dian)(dian)(dian)源(yuan)(yuan)(yuan),以及軍工等領(ling)域。
三、電源行業現(xian)狀分析
隨著航空(kong)航天、云(yun)計(ji)算(suan)、物聯網(wang)(wang)、大數據(ju)、產(chan)業(ye)(ye)(ye)互(hu)聯網(wang)(wang)和工業(ye)(ye)(ye)互(hu)聯網(wang)(wang)等行(xing)業(ye)(ye)(ye)的(de)高速(su)發(fa)展,對電源的(de)需求(qiu)也逐步提升。根據(ju)中(zhong)國電源學會數據(ju),2020年(nian)(nian)中(zhong)國電源行(xing)業(ye)(ye)(ye)市(shi)場規模達(da)3288億元,2015-2020年(nian)(nian)CAGR為11.31%。預(yu)計(ji)2021年(nian)(nian)我國電源市(shi)場規模達(da)到(dao)3603億元,同增7.39%,并(bing)預(yu)計(ji)到(dao)2025年(nian)(nian)其(qi)市(shi)場規模將增至5400億元,2021-2025年(nian)(nian)CAGR達(da)11%。
從市(shi)(shi)場(chang)結構來(lai)看,2020年中國開(kai)關(guan)(guan)電(dian)(dian)源市(shi)(shi)場(chang)規(gui)(gui)模達1832億元(yuan)(占(zhan)比(bi)56%),變(bian)頻器(qi)市(shi)(shi)場(chang)規(gui)(gui)模達304億元(yuan)(占(zhan)比(bi)9%),逆變(bian)器(qi)市(shi)(shi)場(chang)規(gui)(gui)模達134億元(yuan)(占(zhan)比(bi)4%),UPS電(dian)(dian)源市(shi)(shi)場(chang)規(gui)(gui)模達104億元(yuan)(占(zhan)比(bi)3%),模塊(kuai)電(dian)(dian)源市(shi)(shi)場(chang)規(gui)(gui)模達103億元(yuan)(占(zhan)比(bi)3%)。從市(shi)(shi)場(chang)規(gui)(gui)模占(zhan)比(bi)來(lai)看,開(kai)關(guan)(guan)電(dian)(dian)源,變(bian)頻器(qi),逆變(bian)器(qi)是目前(qian)市(shi)(shi)場(chang)主(zhu)流電(dian)(dian)源產品,三者(zhe)占(zhan)比(bi)達67.65%,其(qi)中開(kai)關(guan)(guan)電(dian)(dian)源在小(xiao)功率(lv)方(fang)面已(yi)經全面取代線性電(dian)(dian)源。從成長性來(lai)看,逆變(bian)器(qi)成長性佳、2015-2020年CAGR達18%。
電源(yuan)產(chan)品下游應用領(ling)域廣泛,據統(tong)計,工業(ye)控制和新能源(yuan)行業(ye)市場規模(mo)占比(bi)最高,分別為(wei)27%、19%,其他(ta)依(yi)次為(wei)軌道交通、電信(xin)基站、IT及消費電子(zi),分別占比(bi)14%、11%、9%。
四、電(dian)源行(xing)業細分市場現狀(zhuang)
1、開關電源
伴隨手(shou)機、PC、服(fu)務器電(dian)源的(de)需求不斷(duan)增(zeng)(zeng)長,全球及中國開關電(dian)源市場(chang)規模有(you)望持續保持增(zeng)(zeng)長。根據中國電(dian)源學會數據,2020年全球消費類開關電(dian)源市場(chang)總值約1750億元(yuan),預計(ji)到2025年將增(zeng)(zeng)長至2250億元(yuan),五年CAGR達5%。
從(cong)國內市(shi)場(chang)規模(mo)來看,中(zhong)國開關電源(yuan)市(shi)場(chang)預(yu)計將(jiang)從(cong)2020年的1832億元(yuan)增長至2025年的2532億元(yuan),期(qi)間CAGR達5.5%。
從(cong)我國開關電(dian)源的應用領(ling)域來看,目前(qian)工業領(ling)域占比最高(gao)、達54%,其(qi)次為消費電(dian)子、通(tong)信以及PC,分別占比33%、7%、3%。
從市(shi)場競爭格局來看,目(mu)前中(zhong)國(guo)臺灣(wan)廠(chang)(chang)商目(mu)前占據開關電(dian)(dian)(dian)源主(zhu)要市(shi)場份(fen)額,中(zhong)國(guo)大陸電(dian)(dian)(dian)源廠(chang)(chang)商成(cheng)本(ben)(ben)控制、服務能(neng)力更(geng)佳(jia),未來有望快速搶占市(shi)場份(fen)額。全球(qiu)電(dian)(dian)(dian)源產業已經(jing)基本(ben)(ben)轉移至我國(guo),臺灣(wan)廠(chang)(chang)商因進入(ru)時間較(jiao)早,技術積累豐(feng)富,占據市(shi)場大部(bu)分份(fen)額,2020年臺達電(dian)(dian)(dian)、光(guang)寶、群(qun)光(guang)、康(kang)舒電(dian)(dian)(dian)源產品(pin)收入(ru)達360、189、81、49億(yi)元,市(shi)占率(lv)達37%。國(guo)內企業市(shi)占率(lv)普(pu)遍較(jiao)低。
2、逆變器
逆(ni)變(bian)(bian)(bian)器(qi)(qi)主要包含(han)光伏逆(ni)變(bian)(bian)(bian)器(qi)(qi),便攜式逆(ni)變(bian)(bian)(bian)器(qi)(qi)等(deng)類型,其中光伏逆(ni)變(bian)(bian)(bian)器(qi)(qi)成長性較高(gao)。從全球(qiu)逆(ni)變(bian)(bian)(bian)器(qi)(qi)市場規模來(lai)看,2021年(nian)(nian)全球(qiu)逆(ni)變(bian)(bian)(bian)器(qi)(qi)市場規模達到575億元,同比增長39.23%,預計2025年(nian)(nian)達到1550億元。
就光(guang)伏逆(ni)變(bian)器市場競(jing)爭格局而言,2021年全球逆(ni)變(bian)器出貨量排名(ming)前(qian)10的(de)(de)廠(chang)商中(zhong)(zhong),中(zhong)(zhong)國企業占了6家,分別是華為、陽(yang)光(guang)電源(yuan)、古(gu)瑞瓦特、錦浪科技(ji)、上(shang)能電氣和固(gu)德威。其(qi)中(zhong)(zhong),陽(yang)光(guang)電源(yuan)以31.3%的(de)(de)市占率排名(ming)第一(yi),行業集中(zhong)(zhong)度(du)進一(yi)步提升(sheng),占比市場份額持續提升(sheng)。
從(cong)儲能逆(ni)(ni)變(bian)器(qi)(qi)市場競爭格局(ju)來看(kan),目(mu)前(qian)我(wo)國(guo)龍頭企(qi)業(ye)是陽光電源,主(zhu)要(yao)從(cong)光伏逆(ni)(ni)變(bian)器(qi)(qi)領域切入(ru),有(you)一定先(xian)發優勢,目(mu)前(qian)在海內外(wai)市場都排(pai)名第一,2020年國(guo)內儲能逆(ni)(ni)變(bian)器(qi)(qi)市占率達到了(le)20.4%。
3、UPS電源
UPS作為保障(zhang)數據中(zhong)心可靠運行的關鍵(jian),其需求也在迅速增(zeng)長。2016至(zhi)2019年,我國不間斷電源(UPS)市(shi)場規模(mo)由(you)68.4億元(yuan)增(zeng)至(zhi)97.03億元(yuan),2020年市(shi)場規模(mo)達(da)到(dao)103.8億元(yuan)。隨著數據中(zhong)心等(deng)新基建建設步伐加快,未來UPS將迎來較大市(shi)場空間,預計(ji)到(dao)2025年其市(shi)場規模(mo)將達(da)到(dao)191億元(yuan)。
從全(quan)球市(shi)場競爭格局來看(kan),根據Omida的統計,2020年全(quan)球UPS電(dian)源行業(ye)CR3市(shi)占率達(da)到49%,行業(ye)集中度較高。
就國內(nei)市場(chang)而言(yan),根據CCW Research數(shu)據,國內(nei)UPS廠商已超過2000多家(jia),但規(gui)模(mo)較大(da)的企(qi)業數(shu)量有限。2020年(nian)銷售額(e)過億的UPS廠商不足12家(jia),市場(chang)份(fen)(fen)額(e)主要被科華(hua)數(shu)據、華(hua)為(wei)、維諦、山特等企(qi)業占(zhan)據。2020年(nian),科華(hua)市占(zhan)率為(wei)14.9%,位列國內(nei)UPS市場(chang)第一名;華(hua)為(wei)市場(chang)份(fen)(fen)額(e)占(zhan)13.3%,排(pai)名提升至市場(chang)第二;維諦以11.5%的市場(chang)份(fen)(fen)額(e)位居第三。
五(wu)、電(dian)源(yuan)行業(ye)下(xia)游(you)應用領域情況(kuang)
1、消費電子
消(xiao)費電(dian)(dian)子(zi)電(dian)(dian)源(yuan)(yuan)(yuan)(yuan)主要(yao)包括用于(yu)給(gei)手機(ji)(ji),智(zhi)(zhi)(zhi)能穿(chuan)戴設備,智(zhi)(zhi)(zhi)能家(jia)居(ju)等(deng)智(zhi)(zhi)(zhi)能終端產品充(chong)電(dian)(dian)的電(dian)(dian)源(yuan)(yuan)(yuan)(yuan),未來將(jiang)隨(sui)下(xia)游產品更新換代周期縮短以及(ji)(ji)新型應(ying)用領域不斷出現(xian)而(er)穩(wen)定(ding)增長。從(cong)消(xiao)費電(dian)(dian)子(zi)電(dian)(dian)源(yuan)(yuan)(yuan)(yuan)市(shi)場來看,預計至(zhi)2025年(nian)全球消(xiao)費電(dian)(dian)子(zi)電(dian)(dian)源(yuan)(yuan)(yuan)(yuan)市(shi)場規(gui)模將(jiang)達(da)962.67億(yi)(yi)(yi)元(yuan)(yuan)(yuan),2020-2025年(nian)CAGR達(da)11.44%,其(qi)(qi)中手機(ji)(ji)電(dian)(dian)源(yuan)(yuan)(yuan)(yuan),PC及(ji)(ji)PAD電(dian)(dian)源(yuan)(yuan)(yuan)(yuan),智(zhi)(zhi)(zhi)能可穿(chuan)戴電(dian)(dian)源(yuan)(yuan)(yuan)(yuan),智(zhi)(zhi)(zhi)能家(jia)居(ju)電(dian)(dian)源(yuan)(yuan)(yuan)(yuan)市(shi)場規(gui)模分別(bie)達(da)440億(yi)(yi)(yi)元(yuan)(yuan)(yuan),246億(yi)(yi)(yi)元(yuan)(yuan)(yuan),80億(yi)(yi)(yi)元(yuan)(yuan)(yuan),196億(yi)(yi)(yi)元(yuan)(yuan)(yuan);至(zhi)2025年(nian)中國消(xiao)費電(dian)(dian)子(zi)電(dian)(dian)源(yuan)(yuan)(yuan)(yuan)市(shi)場規(gui)模將(jiang)達(da)201億(yi)(yi)(yi)元(yuan)(yuan)(yuan),2020~2025年(nian)CAGR達(da)12.35%,其(qi)(qi)中手機(ji)(ji)電(dian)(dian)源(yuan)(yuan)(yuan)(yuan),PC及(ji)(ji)PAD電(dian)(dian)源(yuan)(yuan)(yuan)(yuan),智(zhi)(zhi)(zhi)能可穿(chuan)戴電(dian)(dian)源(yuan)(yuan)(yuan)(yuan),智(zhi)(zhi)(zhi)能家(jia)居(ju)電(dian)(dian)源(yuan)(yuan)(yuan)(yuan)市(shi)場規(gui)模分別(bie)達(da)86億(yi)(yi)(yi)元(yuan)(yuan)(yuan),41億(yi)(yi)(yi)元(yuan)(yuan)(yuan),22億(yi)(yi)(yi)元(yuan)(yuan)(yuan),52億(yi)(yi)(yi)元(yuan)(yuan)(yuan)。
2、新能源車載
車(che)(che)(che)(che)(che)載電(dian)(dian)源(yuan)(yuan)主(zhu)要包括車(che)(che)(che)(che)(che)載充(chong)電(dian)(dian)機OBC和車(che)(che)(che)(che)(che)載DC-DC轉換器,其(qi)中OBC的作用是(shi)將(jiang)(jiang)市(shi)(shi)電(dian)(dian)交流(liu)輸入轉換為電(dian)(dian)動(dong)汽車(che)(che)(che)(che)(che)動(dong)力電(dian)(dian)池(chi)所(suo)需(xu)的直流(liu),為動(dong)力電(dian)(dian)池(chi)充(chong)電(dian)(dian);車(che)(che)(che)(che)(che)載DC-DC轉換器則是(shi)將(jiang)(jiang)電(dian)(dian)動(dong)汽車(che)(che)(che)(che)(che)動(dong)力電(dian)(dian)池(chi)的高壓(ya)(ya)轉換為12V或(huo)24V低壓(ya)(ya),為車(che)(che)(che)(che)(che)上(shang)低壓(ya)(ya)蓄(xu)電(dian)(dian)池(chi)等(deng)設(she)備供電(dian)(dian)。從新(xin)能(neng)源(yuan)(yuan)車(che)(che)(che)(che)(che)載電(dian)(dian)源(yuan)(yuan)市(shi)(shi)場規(gui)(gui)模(mo)來(lai)看(kan),預計(ji)至(zhi)(zhi)2025年全球(qiu)新(xin)能(neng)源(yuan)(yuan)車(che)(che)(che)(che)(che)電(dian)(dian)控(kong)市(shi)(shi)場規(gui)(gui)模(mo)將(jiang)(jiang)達(da)1114億元,2020-2025年CAGR為41%,其(qi)中MCU達(da)783億元,VCU達(da)70億元,BMS達(da)261億元;全球(qiu)車(che)(che)(che)(che)(che)載電(dian)(dian)源(yuan)(yuan)市(shi)(shi)場規(gui)(gui)模(mo)達(da)612億元,2020~2025年CAGR達(da)41%。至(zhi)(zhi)2025年中國新(xin)能(neng)源(yuan)(yuan)車(che)(che)(che)(che)(che)電(dian)(dian)控(kong)市(shi)(shi)場規(gui)(gui)模(mo)將(jiang)(jiang)達(da)594億元,2020~2025年CAGR達(da)47%;中國車(che)(che)(che)(che)(che)載電(dian)(dian)源(yuan)(yuan)市(shi)(shi)場規(gui)(gui)模(mo)達(da)326億元,2020-2025年CAGR達(da)47%。
3、通信領域
通(tong)(tong)(tong)(tong)信設(she)備(bei)(bei)(bei)領域(yu)(yu)是電(dian)(dian)源(yuan)(yuan)的重要(yao)應用(yong)領域(yu)(yu)之一。通(tong)(tong)(tong)(tong)信電(dian)(dian)源(yuan)(yuan)為基站通(tong)(tong)(tong)(tong)信設(she)備(bei)(bei)(bei)、光通(tong)(tong)(tong)(tong)信網(wang)絡設(she)備(bei)(bei)(bei)、寬帶通(tong)(tong)(tong)(tong)信設(she)備(bei)(bei)(bei)、程控和網(wang)絡交換機、環境及監控設(she)備(bei)(bei)(bei)等提供電(dian)(dian)源(yuan)(yuan)保障。從通(tong)(tong)(tong)(tong)信領域(yu)(yu)電(dian)(dian)源(yuan)(yuan)市(shi)場(chang)規(gui)模來(lai)看,根據中國電(dian)(dian)源(yuan)(yuan)學會統計,2020年我國通(tong)(tong)(tong)(tong)信電(dian)(dian)源(yuan)(yuan)市(shi)場(chang)規(gui)模達150億(yi)(yi)元(yuan)。隨著全球5G建設(she)的加速推進(jin),2025年我國電(dian)(dian)源(yuan)(yuan)市(shi)場(chang)規(gui)模有望達到218億(yi)(yi)元(yuan)。
通(tong)信(xin)(xin)電(dian)源領域是高度市場化的競爭領域,5G通(tong)信(xin)(xin)設(she)備加速建設(she),國(guo)內(nei)外通(tong)信(xin)(xin)電(dian)源制造商都在積極(ji)搶占市場份額。在通(tong)信(xin)(xin)領域的主要競爭者包括艾默生、愛立信(xin)(xin)、臺(tai)達(da)、深圳(zhen)市合達(da)中遠通(tong)電(dian)源技術有限公(gong)司、動力(li)源、中恒電(dian)氣等。
4、電動工具
電(dian)動工具電(dian)源市(shi)場(chang)保持穩定,具體來看,預計至2025年全球電(dian)動工具市(shi)場(chang)規模將達(da)(da)232億(yi)元(yuan),2020-2025年CAGR達(da)(da)3.51%,中國電(dian)動工具市(shi)場(chang)規模將達(da)(da)186億(yi)元(yuan),2020-2025年CAGR達(da)(da)3.51%。
5、辦公電子
辦(ban)公電(dian)(dian)(dian)子(zi)電(dian)(dian)(dian)源(yuan)(yuan)主要包括用(yong)于(yu)給顯示(shi)器,打印(yin)機等(deng)終(zhong)端設備充電(dian)(dian)(dian)的電(dian)(dian)(dian)源(yuan)(yuan),未來其(qi)(qi)市(shi)場規(gui)模(mo)將(jiang)隨各國辦(ban)公需求增長(chang)而增長(chang)。預計至2025年全球辦(ban)公電(dian)(dian)(dian)子(zi)電(dian)(dian)(dian)源(yuan)(yuan)市(shi)場規(gui)模(mo)將(jiang)達(da)134億元,其(qi)(qi)中液晶(jing)(jing)顯示(shi)器電(dian)(dian)(dian)源(yuan)(yuan),打印(yin)機電(dian)(dian)(dian)源(yuan)(yuan)市(shi)場規(gui)模(mo)分別達(da)43億元,92億元。至2025年中國辦(ban)公電(dian)(dian)(dian)子(zi)電(dian)(dian)(dian)源(yuan)(yuan)市(shi)場規(gui)模(mo)將(jiang)達(da)28億元,2020-2025年CAGR達(da)1.23%,其(qi)(qi)中液晶(jing)(jing)顯示(shi)器電(dian)(dian)(dian)源(yuan)(yuan),打印(yin)機電(dian)(dian)(dian)源(yuan)(yuan)市(shi)場規(gui)模(mo)分別達(da)10億元,18億元。
6、特種電源
特(te)(te)種(zhong)電(dian)源(yuan)是(shi)指(zhi)具有不同于(yu)普通(tong)電(dian)源(yuan)的(de)特(te)(te)殊(shu)指(zhi)標(如高壓輸(shu)出、特(te)(te)大電(dian)流輸(shu)出、脈沖輸(shu)出等)和特(te)(te)殊(shu)用途的(de)電(dian)源(yuan)裝置(zhi)。據(ju)NT Cysd數據(ju),2021年全球軍用電(dian)源(yuan)市場規模(mo)大約為(wei)516億元,預(yu)計2028年將達到826億元,2022-2028期間(jian)年復合增長率為(wei)6.8%。
我國(guo)特(te)種(zhong)(zhong)(zhong)電(dian)(dian)源市場的(de)(de)(de)競(jing)爭(zheng)格局較為(wei)分散,難以形成(cheng)(cheng)一(yi)家(jia)獨大(da)(da)的(de)(de)(de)局面。由(you)于(yu)歐美發(fa)(fa)達(da)國(guo)家(jia)的(de)(de)(de)電(dian)(dian)源技術(shu)普遍(bian)比較成(cheng)(cheng)熟(shu),我國(guo)軍(jun)工行業(ye)(ye)大(da)(da)量使用(yong)Vicor、Interpoint所供的(de)(de)(de)特(te)種(zhong)(zhong)(zhong)電(dian)(dian)源。因此,歐美電(dian)(dian)源廠商在(zai)我國(guo)特(te)種(zhong)(zhong)(zhong)電(dian)(dian)源市場占據有(you)不小市場份額(e)。在(zai)特(te)種(zhong)(zhong)(zhong)電(dian)(dian)源領域(yu),中國(guo)市場發(fa)(fa)展相對較晚,主(zhu)要分布在(zai)三(san)個區(qu)(qu)域(yu)。一(yi)是(shi)珠江(jiang)三(san)角洲(zhou),主(zhu)要是(shi)深圳(zhen)、東莞、廣州(zhou)、珠海、佛山等地;二是(shi)長(chang)江(jiang)三(san)角洲(zhou),主(zhu)要是(shi)上海、蘇南、杭州(zhou)一(yi)帶;三(san)是(shi)北京(jing)及周邊(bian)地區(qu)(qu);武漢(han)、西安(an)、成(cheng)(cheng)都等地也有(you)一(yi)定的(de)(de)(de)分布。這三(san)大(da)(da)區(qu)(qu)域(yu)經濟發(fa)(fa)展最快,輕重工業(ye)(ye)均(jun)較發(fa)(fa)達(da),信息化建設和科技研發(fa)(fa)水平較高,為(wei)技術(shu)密集(ji)型的(de)(de)(de)電(dian)(dian)源行業(ye)(ye)的(de)(de)(de)研發(fa)(fa)、生產以及銷售提供了充分的(de)(de)(de)條件和便利的(de)(de)(de)場所。中國(guo)電(dian)(dian)源行業(ye)(ye)已形成(cheng)(cheng)了高度(du)(du)市場化的(de)(de)(de)狀(zhuang)態,生產電(dian)(dian)源產品(pin)的(de)(de)(de)廠商數量眾多,市場集(ji)中度(du)(du)較低,且企業(ye)(ye)規模普遍(bian)差(cha)別很大(da)(da)。
六、電(dian)源行(xing)業未來(lai)發展趨勢
1、航(hang)空(kong)、航(hang)天(tian)等(deng)特(te)種領(ling)域業務快速(su)發(fa)展
2021年3月(yue),全(quan)國人大發(fa)布《中華(hua)人民(min)共和(he)(he)國國民(min)經濟和(he)(he)社(she)會發(fa)展第十四個(ge)五年規劃(hua)和(he)(he)2035年遠景目(mu)標綱要》,綱要指出(chu)“聚(ju)焦新(xin)一代信息(xi)技(ji)(ji)術(shu)、生物技(ji)(ji)術(shu)、新(xin)能(neng)(neng)源(yuan)、新(xin)材(cai)料、高(gao)端(duan)裝備、新(xin)能(neng)(neng)源(yuan)汽車、綠色環保(bao)以及航(hang)空航(hang)天、海洋裝備等(deng)戰(zhan)略性新(xin)興產業,加(jia)快關鍵核心(xin)技(ji)(ji)術(shu)創(chuang)新(xin)應用,增強要素保(bao)障能(neng)(neng)力,培育壯(zhuang)大產業發(fa)展新(xin)動能(neng)(neng)”。國家在航(hang)空、航(hang)天等(deng)行業領域的(de)投資(zi)規模加(jia)大。近年來,自主(zhu)可控(kong)政策促(cu)進國內電(dian)源(yuan)類電(dian)子配套產業的(de)高(gao)速(su)增長,國內具備自主(zhu)創(chuang)新(xin)能(neng)(neng)力的(de)高(gao)性能(neng)(neng)電(dian)源(yuan)供應商(shang)必將獲得更大的(de)發(fa)展空間。
2、國(guo)內外5G基(ji)站等新基(ji)建建設帶(dai)動電源(yuan)行業需求增(zeng)長
通信(xin)業(ye)是全面支撐經濟(ji)社會(hui)發展(zhan)的戰(zhan)略(lve)性(xing)、基礎(chu)性(xing)和(he)先導性(xing)行業(ye),中(zhong)央(yang)會(hui)議多次(ci)提及“新(xin)基建”概(gai)念,要求出臺新(xin)型(xing)基礎(chu)設(she)施投資支持政策(ce),改造提升傳(chuan)統產(chan)業(ye),培育壯大新(xin)興產(chan)業(ye),加快5G網絡、數據(ju)中(zhong)心、工業(ye)互聯網等新(xin)型(xing)基礎(chu)設(she)施建設(she)進度。隨著(zhu)國內(nei)外(wai)5G基站建設(she)持續(xu)進行,帶來國內(nei)外(wai)通信(xin)電(dian)源的需求增長(chang)。
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