Core Viewpoint - The demand for single-phase smart meters in China is expected to grow significantly, driven by the ongoing development of smart grids and the digital transformation of the power industry, with projections indicating a demand of 11,195,200 units in 2024, an increase of 2,820,900 units from 2023 [1][6][8]. Group 1: Industry Overview - Smart meters are essential devices for data collection in smart grids, with single-phase smart meters dominating the market, accounting for over 80% of applications [1][8]. - The market for single-phase smart meters is projected to reach a scale of 9,482,330 units in 2024, up by 2,703,340 units from 2023, with expectations to reach 10,372,130 units by 2025 [1][8]. - The industry is characterized by continuous technological advancements, leading to improved precision, communication capabilities, and overall intelligence of smart meters [22]. Group 2: Industry Development Status - The smart meter industry is a crucial component of the Advanced Metering Infrastructure (AMI) system, enhancing operational efficiency, promoting energy conservation, and improving the stability of power systems [6]. - The increasing demand for smart meters is supported by technological progress and cost reductions, which enhance their functionality and performance [6][22]. Group 3: Industry Chain - The upstream of the single-phase smart meter industry includes raw materials such as electronic components, metal terminals, and flame-retardant plastics, while the midstream involves manufacturing and system integration [10]. - The downstream applications include major power grid companies like State Grid and Southern Power Grid, as well as emerging applications in distributed photovoltaics and smart homes [10]. Group 4: Competitive Landscape - The global smart meter market is fragmented, with major overseas companies focusing on high-end markets in developed countries, while Chinese companies leverage cost advantages to capture market share in developing countries [14]. - Key players in the domestic single-phase smart meter industry include Jiangsu Linyang Energy Co., Ltd., Yantai Dongfang Weiston Electric Co., Ltd., and others, who are enhancing their competitive edge through technology development and market expansion [14][15]. Group 5: Key Companies - Jiangsu Linyang Energy Co., Ltd. reported a production of 9,449,700 smart meters in 2024, an increase of 1,759,300 units from 2023, with a revenue of 2.704 billion yuan, up by 431 million yuan [18]. - Hangzhou Haixing Electric Technology Co., Ltd. achieved a production of 15,373,700 smart products in 2024, with a revenue of 4.535 billion yuan, an increase of 534 million yuan from 2023 [20].

报盐：最近，在国际电信联盟电信标准化部（ITU - T）第20研究组（SG20）、第21研究组（SG21）全 体会议于瑞士日内瓦举行之际，国网江苏省电力有限公司在ITU标准创制领域大放异彩，其牵头的一批 标准成功获发布或立项，同时有专家首次担任SG20中层职务，以卓越的实力和不懈的努力，书写着属 于自己的辉煌篇章。 同时，聚焦新型电力系统智能化运维需求，国网江苏电力牵头申报的《基于物联网的变电站辅助监控系 统功能架构》《基于人工智能的配电网分析服务系统》和《基于区块链的软件供应链数据管理平台框 架》3项标准获批立项。在全球能源转型的大背景下，新型电力系统的建设势在必行，而这些标准的立 项将明确相关领域的标准，填补国际空白。它们将为新型电力系统的智能化运维提供指导，促进物联 网、人工智能、区块链等新技术在电力行业的应用，推动电力行业的数字化转型。同时，国网江苏电科 院员工佘骏当选SG20第6课题组（Q6）副报告人，这一荣誉具有里程碑意义。他的当选不仅是国网江苏 电力整体实力的体现，更为国网江苏电力在国际标准制定过程中争取更多的话语权，为中国电力行业在 国际舞台上赢得更多的尊重和认可。 国网江苏省电力有限公司在I ...