内容概况：近年来，随着电力行业的持续发展与智能电网建设的深入推进，高压开关柜市场需求稳步增长。一方面，传统电网升级改造与新能源发电并网对 高压开关柜提出了更高要求；另一方面，城市化进程加速与工业用电规模扩大也进一步推动市场扩容。与此同时，国家陆续出台支持电力装备制造业发展的 相关政策，为行业营造了良好的发展环境。2024年5月，国际电工委员会（IEC）发布IEC TS 62271-5:2024技术规范，首次针对额定直流电压100kV及以上的 高压直流输电系统，明确了直流开关设备和控制设备的通用技术要求，覆盖室内外安装场景。在此背景下，高压开关柜行业市场规模持续扩大，已成为电力 装备制造业中的重要组成部分。据统计，2016-2024年中国高压开关柜行业市场规模从445.19亿元增长至1078.96亿元，年复合增长率为11.7%。未来，在"双 碳"目标引领与新型电力系统加快建设的过程中，高压开关柜行业有望迎来更广阔的发展前景。 相关上市企业：平高电气（600312）、金冠股份（300510）、旭光电子（600353）、横店东磁（002056）、天通股份（600330）、铂科新材（300811）、云 南铜业（000 ...

Core Insights - The high-voltage switchgear market is experiencing steady growth due to the ongoing development of the power industry and the advancement of smart grid construction, with the market size in China projected to increase from 44.519 billion yuan in 2016 to 107.896 billion yuan in 2024, representing a compound annual growth rate (CAGR) of 11.7% [1][11][12] - The demand for high-voltage switchgear is driven by the upgrading of traditional power grids, the integration of renewable energy, accelerated urbanization, and the expansion of industrial electricity consumption [1][11] - The release of the IEC TS 62271-5:2024 technical specification in May 2024 sets new universal technical requirements for high-voltage direct current transmission systems, further enhancing the market's growth potential [1][11] High-Voltage Switchgear Industry Overview - High-voltage switchgear is a critical electrical device used in power distribution systems, allowing for the control and distribution of electrical energy safely and efficiently [3][11] - The industry is characterized by various classifications based on voltage levels, structural types, and insulation types, including armored, compartmentalized, and gas-insulated switchgear [3][4][5] Industry Development Background - Investment in power generation and grid construction in China has significantly increased, with the basic construction investment in power reaching 1,168.7 billion yuan by 2024, growing from 270 billion yuan in 2017, reflecting a CAGR of 23.28% [7][11] - The investment in grid construction also shows steady growth, with completion amounts rising from 531.5 billion yuan in 2017 to 608.3 billion yuan in 2024, at a CAGR of 1.95% [7][11] Industry Chain - The high-voltage switchgear industry chain includes upstream components such as electronic devices and metal materials, midstream manufacturing processes, and downstream applications in various sectors like power plants and industrial enterprises [8][11] Industry Current Status - The production of high-voltage switchgear in China has increased from 1.6225 million units in 2016 to 2.373 million units in 2024, with a CAGR of 4.87% [11][12] - The market is influenced by policies supporting the development of power equipment manufacturing, as well as the push for a new power system aligned with carbon neutrality goals [1][11] Competitive Landscape - The high-voltage switchgear market is competitive, with international brands like Siemens, ABB, and Schneider Electric dominating the high-end market, while domestic companies are improving their technology and product quality to compete effectively [12] - Key domestic players include Pinggao Electric, Jilin Jin Guan Electric, and several others, with varying degrees of market presence and product offerings [12][15] Industry Trends - The industry is moving towards greater intelligence, miniaturization, and sustainable development, with advancements in IoT, AI, and the use of environmentally friendly materials [16][18][19] - The focus on smart technology aims to enhance operational reliability and reduce maintenance costs, while miniaturization addresses space constraints in urban settings [16][18] - The shift towards green technologies is driven by stricter environmental regulations and the need to replace SF₆ gas with more sustainable alternatives [19]