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市場調查報告書

印度的智慧電網市場未來預測

India Smart Grid: Market Forecast (2015-2025)

出版商 Northeast Group, LLC 商品編碼 323207
出版日期 內容資訊 英文 225 Pages
商品交期: 最快1-2個工作天內
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印度的智慧電網市場未來預測 India Smart Grid: Market Forecast (2015-2025)
出版日期: 2015年01月21日 內容資訊: 英文 225 Pages
簡介

印度是全球新興國家中,有智慧電網的最大市場機會的國家。電力市場的客戶基礎的是全球第2名,不過,與第1名的中國不同,市場也對外資供應商打開,市場機會變得更大。還有印度國內在供電、配電時電力損失嚴重的問題,每個州損耗率達到15%以上(全國平均22.7%),部分也有達50%以上的州。為此,智慧電網對電力企業來說,削減電力損耗改善獲得收益機會成為不可缺少的技術。但,引進智慧電網需要巨額的投資(光是電力損耗對策也要120億美元以上),國內企業因此是躊躇的狀態。印度政府支付大金額的補助金,以及在全國14處推進先導計畫。如果那樣的支援策略見效,將可能為印度的智慧電網市場帶來中長期性莫大的市場機會。

本報告提供印度的智慧電網市場未來展望相關分析、智慧電網的技術性概要和印度國內的目前普及情形、與其他的國家的比較、印度整體以及各部門、各地區的市場趨勢預測(今後10年份)、各地區市場結構、政府的監督、支援政策和主要計劃的資訊、主要企業簡介等等調查。

目錄

  • 摘要整理
  • 調查手法

第1章 簡介

  • 智慧電網是什麼?
  • 全球各國的智慧電網的活用狀況為何?

第2章 印度的智慧電網概要

  • 印度與他國的比較
  • 智慧電網的推動因素
  • 智慧電網的課題
  • 近幾年的動向

第3章 印度的智慧電網市場預測

第4章 產業結構

  • 發電
  • 供電
  • 配電
  • 電力產業的監督機關

第5章 智慧電網的管理體制

  • 政府的整體監督體制下的智慧電網
  • ISGTF(India Smart Grid Task Force)的先導計畫
  • 印度的智慧電網發展藍圖

第6章 馬哈拉施特拉邦州

  • 電力產業結構
  • 智慧電網的法規環境
  • 市場促進、阻礙因素
  • 公共事業企業的活動

第7章 卡納塔克邦

第8章 新德里

第9章 古吉拉特邦

第10章 西孟加拉州

第11章 泰米爾納德邦

第12章 喀拉拉邦

第13章 其他州、聯邦直轄地

第14章 供應商活動

  • 國內供應商
  • 外資供應商:印度國內的智慧電網市場上的活動

第15章 附錄

  • 本報告提及的企業一覽
  • 簡稱集

圖表一覽

目錄

Cover Image In many ways, India represents the best smart grid market opportunity among all emerging market countries. India has the second largest electricity customer market size in the world. Unlike China, which has the largest, the Indian market is likely to be open to international vendors, creating significantly larger market opportunities. Just as important, India has power sector market conditions that will require significant smart grid investment. At 22.7%, India has one of the highest T&D loss rates in the world. In some states, loss rates exceed 50%, and almost all states have loss rates above 15%. Most Indian utilities fail to achieve cost recovery, and smart grid investment will be an important tool for utilities to reduce losses and improve revenue collection and operational efficiency.

India T&D loss rates

                        Source: Northeast Group.

Financially strapped Indian utilities will need significant upfront financing to jumpstart these investments. The Indian central government has stepped in, making over $12 billion available for loss-reduction projects. Late in the last decade, India created an $8 billion fund for metering, GIS mapping, and data collection to set a baseline for smart grid efforts. More notably, in November 2014, Prime Minister Modi announced that the central government would make $4 billion available specifically for smart metering, with expectations that the private sector would provide an additional $1.6 billion. No details have been announced about this financing scheme, but this should help many utilities make the initial investments in smart grid necessary for long-term financial sustainability.

The Indian government is also helping stimulate the smart grid market by developing 14 smart grid pilot projects across the country. These projects are testing a diversity of technologies and will help set best practices and cost expectations for future deployments. India's pilot efforts are expected to last until 2017, at which point the government has set a roadmap that calls for large-scale deployments to all large metropolitan areas by 2022 and across the country by 2027. These plans also call for additional investment in renewable energy and microgrid projects.

India cumulative smart grid forecast

                        Source: Northeast Group.

With strong drivers and a willing government, there is no doubt that the medium-to-long term smart grid opportunities in India are enormous. In the near term, the environment may be more challenging. India's power sector is fragmented and complicated. Much like the US, each state has its own regulatory commission and industry structure and regulations can vary widely from state to state as utilities are in dynamic states of reform, unbundling, and privatization. Additionally, most of the planned pilot projects have currently stalled due to local complications and cost issues. Understanding the unique dynamics of each state will be critical to participate in this growing market.

T&D losses and consumption at India's largest distribution utilities*

                                                                                                                                     *Includes utilities with more than 2 million
                                                                                                                                     customers with available sales and loss data.

                        Source: Northeast Group;several utilities

Overall, India is one of the most unique smart grid markets in the world, combining among the world's largest market potential and high distribution and GDP growth rates with complicated regulatory structures and low per-capita income and consumption. Challenges are certain to persist, but the government's commitment to addressing India's significant power sector challenges by investing in smart grid infrastructure ensures strong smart grid market growth throughout the coming decade.

Distribution franchising in Maharashtra

Key questions answered in this study:

  • How large will six smart grid market segments and fourteen sub-markets be in 2025?
  • What are the unique regulatory frameworks and industry structures in place in the leading Indian states?
  • How much money can each state and utility save by reducing non-technical losses?
  • What financing mechanisms are available for smart grid in India?
  • Where are distribution franchises improving the market conditions for smart grid investment?
  • What is the current status of smart grid pilot projects in India and what are the major hurdles?
  • Who are the leading local and international vendors?

Table of Contents

  • i. Executive summary
  • ii. Methodology

1. Introduction

  • 1.1. What is smart grid?
  • 1.2. How has smart grid been used elsewhere in the world?

2. India smart grid snapshot

  • 2.1. India in comparison
  • 2.2. Smart grid drivers
  • 2.3. Smart grid challenges
  • 2.4. Recent activity

3. India smart grid market forecast

4. Industry structure

  • 4.1. Generation
  • 4.2. Transmission
  • 4.3. Distribution
  • 4.4. Power sector regulatory bodies

5. Smart grid regulatory framework

  • 5.1. Smart grid within broader government regulations
  • 5.2. Pilot projects developed by ISGTF
  • 5.3. India smart grid roadmap

6. Maharashtra

  • 6.1. Electricity industry structure
  • 6.2. Smart grid regulatory environment
  • 6.3. Drivers and barriers
  • 6.4. Utility activity

7. Karnataka

  • 7.1. Electricity industry structure
  • 7.2. Smart grid regulatory environment
  • 7.3. Drivers and barriers
  • 7.4. Utility activity

8. Delhi

  • 8.1. Electricity industry structure
  • 8.2. Smart grid regulatory environment
  • 8.3. Drivers and barriers
  • 8.4. Utility activity

9. Gujarat

  • 9.1. Electricity industry structure
  • 9.2. Smart grid regulatory environment
  • 9.3. Drivers and barriers
  • 9.4. Utility activity

10. West Bengal

  • 10.1. Electricity industry structure
  • 10.2. Smart grid regulatory environment
  • 10.3. Drivers and barriers
  • 10.4. Utility activity

11. Tamil Nadu

  • 11.1. Electricity industry structure
  • 11.2. Smart grid regulatory environment
  • 11.3. Drivers and barriers
  • 11.4. Utility activity

12. Kerala

  • 12.1. Electricity industry structure
  • 12.2. Smart grid regulatory environment
  • 12.3. Drivers and barriers
  • 12.4. Utility activity

13. Other Indian states and territories

  • 13.1. Market drivers and barriers
  • 13.2. Activity in other states and territories in India
    • 13.2.1. Joint union territories
    • 13.2.2. Rajasthan
    • 13.2.3. Andhra Pradesh
    • 13.2.4. Uttar Pradesh
    • 13.2.5. Bihar
    • 13.2.6. Rest of the country

14. Vendor activity

  • 14.1. Domestic vendors
  • 14.2. International vendors active in smart grid in India

15. Appendix

  • 15.1. List of companies covered in this report
  • 15.2. List of acronyms

List of Figures, Boxes, and Tables

  • India smart grid: key takeaways
  • Total customer size of Indian states
  • India T&D loss rates
  • T&D loss rates and smart grid activity in Indian states
  • T&D losses and consumption at India's largest distribution utilities
  • Goals of India's smart grid roadmap
  • Smart grid regulatory drivers in India
  • R-APDRP
  • India Smart Grid Task Force pilot projects
  • India cumulative smart grid forecast
  • India cumulative smart grid forecast data
  • Northeast Group Smart Grid Forecasting Model
  • Figure 1.1: Smart grid value chain
  • Figure 1.2: Smart grid model highlighting focus in India
  • Table 1.1: Solar potential in India by state
  • Figure 1.3: Regional transmission grids in India
  • Table 1.2: Benefits of AMI in India
  • Table 1.3: Demand response options
  • Figure 1.4: Global smart grid activity
  • Figure 1.5: Cumulative AMI investment by region up to 2015
  • Figure 1.6: Cumulative DA investment by region up to 2015
  • Figure 1.7: Cumulative AMI investment by region from 2015 -- 2025
  • Figure 1.8: Cumulative DA investment by region from 2015 -- 2025
  • Figure 2.1: Emerging markets smart meter potential
  • Figure 2.2: Per-capita electricity consumption
  • Figure 2.3: Per-capita CO2 emissions
  • Figure 2.4: Projected GDP growth (2014 -- 2018)
  • Figure 2.5: T&D losses in India
  • Figure 2.6: Net profits of state utilities in India
  • Figure 2.7: T&D loss rates and smart grid activity in Indian states
  • Figure 2.8: Smart grid regulatory drivers in India
  • Figure 2.9: Total electricity demand growth in India
  • Figure 2.10: Solar and wind resources in India
  • Table 2.1: Distribution franchises in India
  • Figure 2.11: Delays in India's ISGTF pilot projects in 2014
  • Table 2.2: Status of India's ISGTF pilot projects (as of December 2014)
  • Figure 2.12: Per-capita electricity consumption by state in India
  • Figure 2.13: Costs of AMI deployments per kWh
  • Figure 2.14: Power sector spending in India to 2019
  • Figure 2.15: Global electrification rates
  • Table 2.3: Other smart grid pilot projects in India
  • Figure 3.1: India AMI penetration rate
  • Figure 3.2: India cumulative smart grid forecast
  • Table 3.1: India cumulative smart grid forecast data
  • Figure 3.3: Annual AMI deployments in India
  • Figure 3.4: Comparison of local and internationally made AMI meter costs
  • Figure 3.5: RF-based AMI cost breakdown
  • Figure 3.6: AMI forecast by segment
  • Table 3.2: AMI forecast data by segment
  • Figure 3.7: DA forecast by segment
  • Table 3.3: DA forecast data by segment
  • Figure 3.8: HEM forecast by segment
  • Table 3.4: HEM forecast data by segment
  • Figure 3.9: IT forecast by segment
  • Table 3.5: IT forecast data by segment
  • Table 4.1: Ownership and control in India's electricity sector
  • Figure 4.1: Generation in India
  • Table 4.2: Utilities and regulators in India by state
  • Figure 4.2: Growth in transmission networks in India
  • Figure 4.3: Regulation of India's transmission sector
  • Table 4.3: Main utilities in India
  • Figure 4.4: T&D losses and consumption at India's largest distribution utilities
  • Figure 4.5: Map of distribution franchises in India
  • Table 4.4: Distribution franchise models
  • Table 4.5: Key elements of the Electricity Act of 2003
  • Table 5.1: R-APDRP Box 5.1: Political risk in India
  • Figure 5.1: Roadmap to Enable the Transformation of Power Distribution Through Technology
  • Table 5.2: India Smart Grid Task Force pilot projects
  • Figure 5.2: Map of ISGTF pilot projects
  • Table 5.3: India smart grid roadmap
  • Figure 5.3: Goals of India's smart grid roadmap
  • Table 6.1: Maharashtra key data
  • Table 6.2: Smart grid indicators in Maharashtra
  • Figure 6.1: Maharashtra electricity generation statistics
  • Table 6.3: Main utilities in Maharashtra
  • Figure 6.2: Distribution franchising in Maharashtra
  • Figure 6.3: T&D loss comparison in Maharashtra
  • Table 6.4: Smart grid projects in Maharashtra
  • Table 7.1: Karnataka key data
  • Table 7.2: Smart grid indicators in Karnataka
  • Figure 7.1: Karnataka electricity generation statistics
  • Table 7.3: Main distribution utilities in Karnataka
  • Figure 7.2: Karnataka solar policy
  • Figure 7.3: T&D loss comparison in Karnataka
  • Figure 7.4: Karnataka smart grid projects
  • Table 8.1: Delhi key data
  • Table 8.2: Smart grid indicators in Delhi
  • Figure 8.1: Delhi electricity generation statistics
  • Table 8.3: Main distribution utilities in Delhi
  • Figure 8.2: Evolution of T&D losses in Delhi
  • Figure 8.3: T&D loss comparison in Delhi
  • Figure 8.4: Tariff and T&D loss rates in metropolitan India
  • Table 9.1: Gujarat key data
  • Table 9.2: Smart grid indicators in Gujarat
  • Figure 9.1: Gujarat electricity generation statistics
  • Table 9.3: Main distribution utilities in Gujarat
  • Figure 9.2: ADB support for power sector projects in Gujarat
  • Figure 9.3: T&D loss comparison in Gujarat
  • Figure 9.4: Smart grid drivers in Gujarat
  • Table 10.1: West Bengal key data
  • Table 10.2: Smart grid indicators in West Bengal
  • Figure 10.1: West Bengal electricity generation statistics
  • Table 10.3: Main distribution utilities in West Bengal
  • Figure 10.2: Annual growth rate of key electricity metrics in West Bengal
  • Figure 10.3: Contributing factors to West Bengal's strong utility performance
  • Table 10.4: Electrification progress in West Bengal
  • Figure 10.4: Electrification programs in West Bengal
  • Figure 10.5: T&D loss comparison in West Bengal
  • Table 11.1: Tamil Nadu key data
  • Table 11.2: Smart grid indicators in Tamil Nadu
  • Figure 11.1: Tamil Nadu electricity generation statistics
  • Figure 11.2: India's Green Energy Corridor project
  • Figure 11.3: State distribution losses due to underpricing
  • Figure 11.4: Tamil Nadu smart grid plan
  • Figure 11.5: Renewable energy in Tamil Nadu
  • Figure 11.6: T&D loss comparison in Tamil Nadu
  • Figure 11.7: 1.5 million meter replacement tender in Tamil Nadu
  • Table 12.1: Kerala key data
  • Table 12.2: Smart grid indicators in Kerala
  • Figure 12.1: Kerala electricity generation statistics
  • Figure 12.2: Annual capital outlay in Kerala
  • Figure 12.3: Renewable energy policies in Kerala
  • Figure 12.4: T&D loss comparison in Kerala
  • Figure 12.5: Kerala meter replacement program
  • Figure 12.6: Annual per-capita consumption in key states
  • Table 13.1: Key data for other main states in India
  • Table 13.2: Smart grid pilot projects in other Indian states
  • Figure 13.1: Population, market size, and electrification rates of largest Indian states
  • Table 13.3: Key data for Joint Union Territories and Goa
  • Table 13.4: Rajasthan key data
  • Figure 13.2: Smart grid drivers in Andhra Pradesh
  • Figure 13.3: States with highest T&D losses in India
  • Table 13.5: States not covered in depth in this study
  • Figure 14.2: Leading smart grid vendors in India
  • Table 14.1: Other leading Indian smart grid vendors
  • Figure 14.2: Other leading international smart grid vendors in India
  • Table 14.3: Partnerships of key Indian vendors
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