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所属报告:
电力设备及工控行业2022年度策略:电网投资量增&重点突出关注工控结构性机会及国产替代机遇-20220212(111页).pdf
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柜等为配网侧核心一次设备,有望迎新增需求。根据国网2021年招标口径,变压器的中标份额排名前列的企业为山东电力、特变电工、常州东芝,开关柜的中标份额排名前列的企业为山东泰开、许继电气、上海平高(平高电气子公司)。一次设备的竞争格局较为分散,但市场空间巨大且代表性企业市场份额稳中有升,有望受益于行业需求提升。
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电力设备及工控行业2022年度策略:电网投资量增&重点突出关注工控结构性机会及国产替代机遇-20220212(111页).pdf
我国实现碳中和的主要举措
变频器市场规模(亿元)
2020年中国小型PLC市场格局
2020Q1-3中大型PLC市场格局
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