東盟電力 EPC 市場 - COVID-19 的增長、趨勢、影響和預測 (2023-2028)

東盟電力 EPC 市場預計在 2022 年至 2027 年的預測期內以超過 6% 的複合年增長率增長。

COVID-19 大流行對整個地區的電力 EPC 市場產生了一定影響，導致多個電力項目延期。 儘管如此，所有業務都已恢復，從而擴大了市場規模。 人口的快速增長和用電量的增加是推動電力市場增長的主要因素。 隨著電力需求激增，一批新項目進入建設和規劃階段，有望提振電力EPC市場。 可再生能源的快速引入和政府支持措施也有望推動整個地區的 EPC 市場。 然而，國內投資低和招標程序緩慢可能會在預測期內抑制市場增長。

主要亮點

• 預計可再生能源電力行業在預測期內將出現顯著增長，因為重點是引入可再生能源以減少整個地區的碳足跡。
• 預計2019年至2040年東盟的能源需求將增長約三分之二，這將導致對新能源發電、配電和輸電的大規模投資。相信將為市場參與者創造過剩的市場機會.
• 印度尼西亞是東南亞最大的經濟體，2021 年的發電量最高。 預計該國將在預測期內主導發電 EPC 市場。

東盟EPC市場趨勢

可再生能源電力供應增長標準

• 就電力需求而言，東盟是世界上增長最快的地區之一。 根據國際能源署 (IEA) 的數據，電力需求在過去 20 年中大幅增長，平均每年增長 6% 以上。 在該地區的 10 個國家中，四個最大的電力消費國——印度尼西亞 (26%)、越南 (22%)、泰國 (19%) 和馬來西亞 (15%)——佔該地區電力總量的 80% 以上需求. 佔據
• 為了擁有清潔高效的能源，東盟制定了一個雄心勃勃的目標，即到 2025 年確保 23% 的一次能源來自可再生能源，並增加 35% 的裝機容量份額。 通過這些努力，東盟電力 EPC 市場有望在可再生能源下顯著增長。
• 2021 年，越南風電總裝機容量將達到約 411 萬千瓦。 此外，越南政府設定了到 2025 年達到 11.8 吉瓦的加速目標，這有望提振該國的發電 EPC 市場。
• 此外，馬來西亞政府出台的促進可再生能源發電的政策有可能擴大該國的發電 EPC 市場。 此外，由於國家推出淨計量3.0系統以促進在住宅和商業設施中引入太陽能發電系統，預計電力EPC市場的需求將增長。
• 在泰國，該國可再生能源累計裝機容量正在大規模發展，2015 年達到 7,902 兆瓦，2021 年達到 11,885 兆瓦。 此外，還有未來的項目，未來可再生能源在發電中的比重有望大幅增長。
• 此外，泰國發電管理局 (EGAT) 計劃到 2037 年在大壩水庫中建造 270 萬千瓦的浮動太陽能發電站。 這些目標很可能會在未來創造很多機會來推動 EPC 市場。
• 因此，由於上述因素，預計可再生能源行業在預測期內將出現大幅增長。

印度尼西亞主導市場

• 印度尼西亞是東盟地區最大的經濟體之一。 該國的電力部門主要依靠褐煤和煙煤等化石燃料發電。 與煤炭不同，預計天然氣仍將是該國能源結構中不可或缺的一部分。 到 2021 年，印度尼西亞的總發電量將達到 74 吉瓦，比 2020 年的 72.8 吉瓦增長 2%，其中大部分來自化石燃料。
• 印度尼西亞政府推出了一項新的電力採購計劃 (RUPTL)，目標是到 2030 年增加 470 萬千瓦的太陽能發電容量。我們計劃從可再生能源中獲取 51.6% 的電力容量。 有了這樣雄心勃勃的計劃，中國的電力EPC市場有望在可再生能源領域得到大規模發展。
• 此外，到 2021 年，該國對可再生能源領域的投資將達到 14 億美元，比 2020 年的 13.6 億美元增長 3%。 此外，據印度尼西亞能源和礦產資源部稱，該國的目標是到 2022 年將其對可再生能源的投資增加一倍，達到 30 億美元。 因此，印度尼西亞可再生能源領域的投資趨勢有望在未來幾年推動電力 EPC 市場的增長。
• 此外，印度尼西亞政府正計劃逐步淘汰配備核反應堆的燃煤電廠，以減少二氧化碳排放並增加核電廠的發電量。 然而，該國在整個地區的核電潛力最大，超過東盟地區的任何其他國家。
• 因此，由於上述因素，印度尼西亞有望在預測期內主導東盟電力 EPC 市場。

東盟電力EPC市場競爭者分析

東盟電力 EPC 市場較為分散。 主要公司包括三菱重工、現代工程、住友商事、東芝和斗山重工建設。

其他好處

• Excel 格式的市場預測 (ME) 表
• 三個月的分析師支持

內容

第一章介紹

• 調查範圍
• 市場定義
• 調查假設

第二章研究方法論

第 3 章執行摘要

第 4 章市場概述

• 介紹
• 到 2027 年的市場規模和需求預測（單位：十億美元）
• 到 2020 年主要國家/地區的發電量（太瓦時）
• 近期趨勢和發展
• 政府政策、目標和法規
• 市場動態
  • 司機
  • 約束因素
• 供應鏈分析
• 波特的五力分析
  • 供應商的議價能力
  • 消費者的議價能力
  • 新進入者的威脅
  • 替代品的威脅
  • 競爭公司之間的敵對關係

第 5 章市場細分

• 來源
  • 常規火力發電
  • 可再生能源
  • 核能發電
• 按地區
  • 印度尼西亞
  • 泰國
  • 馬來西亞
  • 越南
  • 菲律賓
  • 其他東盟國家

第六章競爭格局

• 併購、合資、合作、協議
• 主要參與者採用的策略
• 公司簡介
  • Hyundai Engineering Co., Ltd.
  • Mitsubishi Heavy Industries Ltd.
  • Sumitomo Corporation
  • Toshiba Corporation
  • Doosan Heavy Industries & Construction Co., Ltd.
  • JGC Holdings Corporation
  • Kawasaki Heavy Industries Ltd
  • Trung Nam Group
  • IHI Corporation
  • Indika Energy

第7章 市場機會未來動向

The ASEAN power EPC market is expected to register a CAGR of more than 6% during the forecast period, 2022-2027. The Covid-19 pandemic had a moderate impact on the power EPC market across the region, leading to delays in multiple power projects. Still, all the operations were resumed, augmenting the market size. Factors such as the rapidly growing population and increasing power consumption are the key factors resulting in the growth of the power market. With soaring power demand, numerous new projects are under construction and planning stages, which, in turn, is expected to boost the power EPC market. In addition, the surging adoption of renewable energy sources and the supportive initiatives by the government are expected to drive the EPC market across the region. However, low domestic investments and slow processing of tenders are likely to restrain the market growth during the forecast period.

Key Highlights

• The renewables power segment is likely to see significant growth during the forecast period due to the rising focus on adopting renewable energy sources in a bid to reduce carbon emissions across the region.
• The energy demand in the ASEAN is expected to grow by approximately two-thirds between 2019 and 2040, thereby leading to massive investment in new energy generation, distribution, and transmission, creating surplus market opportunities for the EPC market players in the coming years.
• Indonesia, the largest economy in Southeast Asia, witnessed the highest power generation in 2021. The country is expected to dominate the power generation EPC market during the forecast period.

ASEAN Power EPC Market Trends

Renewables Power Source to Witness Significant Growth

• The ASEAN is one of the fastest-growing regions globally in terms of electricity demand. According to the International Energy Agency (IEA), the electricity demand has grown significantly by more than 6% annually over the past 20 years on average. Of the region's ten countries, the four largest by electricity consumption, Indonesia (26%), Viet Nam (22%), Thailand (19%), and Malaysia (15%), make up more than 80% of the total demand in the region.
• To have clean and efficient power sources, the ASEAN has set an ambitious target of securing 23% of its primary energy from renewable sources and a 35% share in installed capacity by 2025. These efforts, in turn, are expected to provide a significant boost to the ASEAN power EPC market under renewable sources.
• In 2021, Vietnam's total installed wind energy capacity has reached about 4.11 GW. Further, the Vietnamese government has set an accelerating target to reach 11.80 GW by 2025, which is anticipated to boost the power generation EPC market in the country.
• Likewise, the favorable government policies introduced by the Malaysian government to ramp up the renewable power share across the country are likely to increase the power EPC market. Moreover, the net metering 3.0 program introduced by the country to encourage the deployment of solar power systems in the residential and commercial sectors is expected to increase the demand for the power EPC market.
• In Thailand, with 7,902 MW in 2015 and 11,885 MW in 2021, the country's cumulative installed renewable energy capacity has seen massive developments. Further, with the upcoming projects, the share of renewable energy in power generation is expected to grow significantly in the coming years.
• Furthermore, the Electricity Generating Authority of Thailand (EGAT) plans to build 2.7 GW of floating solar power capacity on the dam reservoirs by 2037. These goals are likely to generate plenty of opportunities to drive the EPC market in the future.
• Hence, based on the above-mentioned factors, the renewable power source segment is expected to see considerable growth during the forecast period.

Indonesia to Dominate the Market

• Indonesia is one of the largest economies in the ASEAN region. The country's electricity sector relies primarily on fossil fuels for electricity generation, particularly lignite and bituminous coal. Although not the same as coal, natural gas is also likely to remain an integral part of the country's energy mix. In 2021, the total electricity generation capacity in Indonesia reached 74GW witnessing a 2% rise from 72.8 GW in 2020, in which the majority of the capacity is from fossil fuels.
• The Indonesian Government introduced a new Electricity Procurement Plan (RUPTL), under which the country aims to add 4.7 GW of solar power capacity by 2030 and is planning to source 51.6% of its added power capacity from renewable sources under a new masterplan. Such ambitious plans are expected to see massive developments in the country's power EPC market in the renewable sector.
• Moreover, in 2021, the country has invested USD 1.4 billion in the renewable energy sector, increasing 3% from USD 1.36 billion in 2020. Further, according to the Ministry of Energy and Mineral Resources of Indonesia, the country is targeting to double the investment values in renewable energy to 3 billion U.S. dollars in 2022. Hence, the rising investment trend in the renewable energy sector across Indonesia is anticipated to increase the power EPC market growth in the coming years.
• The Indonesian Government is also planning to phase out coal power plants with nuclear reactors to decrease carbon emissions and increase the power generation from nuclear power plants. However, the country has immense potential for generating nuclear energy across the region compared to any other country in the ASEAN region.
• Hence, based on the above-mentioned factors, Indonesia is expected to dominate the ASEAN power EPC market during the forecast period.

ASEAN Power EPC Market Competitor Analysis

The ASEAN power EPC power market is moderately fragmented. Some of the major companies include Mitsubishi Heavy Industries Ltd, Hyundai Engineering Co. Ltd., Sumitomo Corporation, Toshiba Corporation, and Doosan Heavy Industries & Construction Co., Ltd.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Scope of the Study
• 1.2 Market Definition
• 1.3 Study Assumptions

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 Market Size and Demand Forecast in USD billion, till 2027
• 4.3 Electricity Generation in Terawatt-hours, by Major Countries, till 2020
• 4.4 Recent Trends and Developments
• 4.5 Government Policies, Targets and Regulations
• 4.6 Market Dynamics
  • 4.6.1 Drivers
  • 4.6.2 Restraints
• 4.7 Supply Chain Analysis
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Bargaining Power of Suppliers
  • 4.8.2 Bargaining Power of Consumers
  • 4.8.3 Threat of New Entrants
  • 4.8.4 Threat of Substitutes Products and Services
  • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Source
  • 5.1.1 Conventional Thermal Power
  • 5.1.2 Renewables Power
  • 5.1.3 Nuclear Power
• 5.2 Geography
  • 5.2.1 Indonesia
  • 5.2.2 Thailand
  • 5.2.3 Malaysia
  • 5.2.4 Vietnam
  • 5.2.5 Philippines
  • 5.2.6 Rest of the ASEAN Countries

6 COMPETITIVE LANDSCAPE

• 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
• 6.2 Strategies Adopted by Leading Players
• 6.3 Company Profiles
  • 6.3.1 Hyundai Engineering Co., Ltd.
  • 6.3.2 Mitsubishi Heavy Industries Ltd.
  • 6.3.3 Sumitomo Corporation
  • 6.3.4 Toshiba Corporation
  • 6.3.5 Doosan Heavy Industries & Construction Co., Ltd.
  • 6.3.6 JGC Holdings Corporation
  • 6.3.7 Kawasaki Heavy Industries Ltd
  • 6.3.8 Trung Nam Group
  • 6.3.9 IHI Corporation
  • 6.3.10 Indika Energy

7 7. MARKET OPPORTUNITIES AND FUTURE TRENDS