2024年中国非晶变压器行业深度研究报告：行业进入壁垒、竞争格局及战略咨询

Industry Investment Rating - The report provides a comprehensive analysis of the amorphous transformer industry in China, highlighting its growth potential and market opportunities [1][3] Core Views - The amorphous transformer industry in China is experiencing steady growth due to national energy-saving policies, grid modernization, and increasing demand for energy-efficient power equipment [1][10] - The market share of amorphous transformers in grid transformer tenders has been increasing significantly, reflecting their high efficiency and energy-saving characteristics [1][9] - The demand for amorphous transformers is rising in key sectors such as power distribution, rail transit, data centers, smart grids, and new energy vehicles [1][10] Report Content Summary Overview of Amorphous Transformers - Amorphous transformers use iron-based amorphous metal as the core, offering low loss and high energy efficiency compared to traditional silicon steel transformers [5] - The core loss (no-load loss) of amorphous alloy transformers can be reduced by 70-80%, making them highly advantageous in energy conservation and environmental protection [5] Industry Chain Analysis - The industry chain includes upstream raw material supply (iron, boron, silicon), midstream production of amorphous alloy strips, and downstream applications in power distribution, rail transit, data centers, and new energy vehicles [7] Market Trends and Demand - The total number of grid transformer tenders in China is influenced by national energy policies, power demand growth, and grid upgrade needs, with amorphous transformers gaining a larger market share [8][9] - The proportion of amorphous transformers in grid transformer tenders has increased significantly from 2015 to 2023, driven by their energy-saving features and technological advancements [9] - The demand for amorphous transformers is expected to continue growing due to government subsidies and support policies [10] Key Companies - Pinggao Electric, a leading power equipment manufacturer in China, is actively involved in the research and development of amorphous transformers, with Q1 2024 revenue of 2.043 billion CNY [13] Future Outlook - The report predicts continued growth in the amorphous transformer industry, driven by favorable policies, technological advancements, and increasing demand in various sectors [15]