1、第1页第2页1.2.3.4.第3页WintelligenceWintelligenceWintelligence第4页-RMU-AIS/GIS-&OEM&UPSHVDCOEMHAVCOEM第5页1.2.3.4.第6页202265%65%OEM72.7%12.6%1.9%12.6%16.1%16.1%49.2%49.2%11.0%11.0%OEM5.3%5.3%3.7%3.7%2.2%第7页700078%51-55000-12000-50002000503500+2000+1000+400+3,150(45%)1,554(22%)994(14%)469(7%)434(6%)203(3%)196(
2、3%)7,0002022第8页-2012-2027E20222303202120232023-2012-2027E1,725.31,884.12,006.91,878.11,883.11,919.32,118.12,263.82,328.82,522.42,302.72,294.02,402.02,510.42,618.82,723.5201220152014201320222027E2026E2025E2024E2023E2021202020192018201720169.2%6.5%-6.4%0.3%1.9%2.9%10.4%6.9%2.9%8.3%-8.7%-0.4%4.7%4.5%3.
3、4%4.3%4.0%第9页-20221,421(62%)451(20%)431(19%)2012-2022CAGR2022-2027ECAGR2.9%4.0%1.9%2.7%4.7%4.3%OEM570(25%)553(24%)524(23%)445(19%)211(9%)-&2012-2022CAGR2022-2027ECAGR3.9%4.7%3.3%4.3%1.5%0.2%2.6%2.2%4.0%7.1%OEM20192,30320222,3032022第10页-2012-2027E2012201520152020-2012-2027E355.7400.4418.5436.2413.840
4、7.1422.3429.1397.0446.0431.2449.0465.2483.4505.6531.0201220152014201320222027E2026E2025E2024E2023E20212020201920182017201612.6%4.5%4.2%-5.1%-1.6%1.9%3.7%1.6%-7.5%12.3%-3.3%4.1%3.6%3.9%4.3%4.6%5.0%第11页-2022319(74%)112(26%)2012-2022CAGR2022-2027ECAGR2.0%1.7%4.4%3.8%OEM127(30%)112(26%)104(24%)87(20%)0(
5、0%)-&2012-2022CAGR2022-2027ECAGR1.5%1.9%0.8%1.7%2.8%6.4%3.4%7.7%2.3%4.8%AIS34%10kV40.5kV43120224312022第12页-2012-2027E202220232023202252.7%-2012-2027E1,064.11,150.41,226.71,109.91,127.31,156.11,296.41,394.11,475.01,583.41,421.01,376.91,443.41,508.31,570.21,626.7201220152014201320222027E2026E2025E2024
6、E2023E2021202020192018201720168.1%6.6%-9.5%1.6%2.6%2.9%12.1%7.5%5.8%7.4%-10.3%-3.1%4.8%4.5%2.7%4.1%3.6%第13页-20221,008(71%)337(24%)76(5%)2012-2022CAGR2022-2027ECAGR3.5%2.1%0.9%3.2%2.1%0.5%OEM441(31%)412(29%)277(19%)190(13%)100(7%)-&2012-2022CAGR2022-2027ECAGR4.