Core Viewpoint - The electricity information collection system is a crucial component of smart grid construction, supporting the digitalization and automation of electricity usage, and plays a significant role in electricity monitoring, load management, line loss analysis, and automatic meter reading [1][16]. Industry Overview - The electricity information collection system is designed to collect, process, and analyze electricity usage data to improve the efficiency, reliability, and safety of power systems [2]. - The market for electricity information collection systems in China has been growing, driven by government policies and the expanding application range from industrial to residential users [1][16]. Market Demand and Growth - From 2021 to 2026, the construction of smart meters and electricity information collection systems is expected to generate over 200 billion yuan in market demand [1][16]. - The total electricity consumption in China is projected to grow from 68,449 billion kWh in 2018 to 98,521 billion kWh in 2024, indicating a stable demand for electricity information collection systems [9]. Industry Development Stages - The development of the electricity information collection system can be divided into four stages, starting from the late 1980s with load monitoring systems to the current comprehensive collection systems that cover all users [5][6][7]. Industry Chain - The upstream of the electricity information collection system industry includes suppliers of components and devices such as communication and electronic components, which are critical for the system's stability and accuracy [8]. - The downstream is closely related to the power industry, with major investments from State Grid Corporation and China Southern Power Grid driving future demand [8]. Competitive Landscape - Major companies in the electricity information collection system industry include Nanjing Xinjian Electronics, Jiangsu Linyang Energy, Hangzhou Haixing Electric, and Ningbo Jianan Intelligent Electric, among others [18][19]. - Nanjing Xinjian Electronics reported a revenue of 286 million yuan in the first half of 2024, a year-on-year increase of 29.37% [19]. - Jiangsu Linyang Energy achieved a revenue of 1.15 billion yuan in the first half of 2024, reflecting an 11.7% year-on-year growth [21]. Future Trends - The demand for electricity information collection systems is expected to grow due to increasing energy consumption and rising energy costs, alongside government support for energy management and environmental protection [23].