Core Viewpoint - The electric power industry in China is undergoing a significant green transformation driven by the national "dual carbon" strategy and increasing environmental policies, with medium-voltage eco-friendly gas ring network cabinets emerging as a key component in this transition [1][8]. Industry Overview - Medium-voltage eco-friendly gas ring network cabinets are integrated distribution devices that use environmentally friendly gases as insulation media, primarily applied in urban power grids, industrial sectors, and renewable energy sites [2]. - The market size for medium-voltage eco-friendly gas ring network cabinets in China is projected to reach 12.2 billion yuan in 2024, reflecting a year-on-year growth of 5.17% [1][8]. Industry Chain - The upstream of the medium-voltage eco-friendly gas ring network cabinet industry includes materials such as metals (copper, aluminum, steel), insulation materials (polyimide, epoxy resin, silicone rubber), and eco-friendly gases (dry air, nitrogen, perfluorobutane, mixed gases) [3]. - The midstream involves the manufacturing of medium-voltage eco-friendly gas ring network cabinets, while the downstream applications span power systems, industrial users, and renewable energy infrastructure [3]. Market Size - The demand for medium-voltage eco-friendly gas ring network cabinets is continuously increasing due to the dual push from power system upgrades and renewable energy integration [1][8]. Key Enterprises - Leading companies in the medium-voltage eco-friendly gas ring network cabinet industry include XJ Electric, Pinggao Electric, and Shanghai Siyuan Electric, which collectively hold a significant market share and lead in high-end markets and large projects [9]. - XJ Electric has developed various eco-friendly switchgear products, focusing on SF6 replacement technologies and achieving full environmental replacement across voltage levels [10]. - Pinggao Electric has made advancements in eco-friendly gas insulation technology, achieving international leading performance in their products [10]. Industry Development Trends - The industry is expected to evolve towards greater intelligence, modularity, and efficiency, with innovations in remote monitoring and smart management through IoT and big data [11]. - The market demand for medium-voltage eco-friendly gas ring network cabinets is anticipated to grow, particularly in the power and construction sectors, driven by national "dual carbon" goals [12]. - Increased policy support and competition are expected, with traditional SF6 equipment being phased out due to stricter environmental standards [13][14].

内容概要：真空断路器是一种利用真空作为灭弧和绝缘介质的断路器，用于电力系统中切断或接通正常 负荷电流及故障电流。按电压等级不同，可分为高压、中压、低压，中压真空断路器电压等级为 10kV~40.5kV。近几年，随着经济增长放缓，下游领域需求波动，导致中压真空断路器市场规模也呈现 波动走势，2021-2024年中国中压真空断路器市场规模维持在80亿元以上，2024年市场规模为85亿元， 同比增长1.2%。从电压分布来看，12KV真空断路器应用范围广泛，为市场主流产品，2024年占比 42%。其次24KV及40.5KV分别占比8%、14%。从下游应用来看，中压真空断路器广泛应用于电网、工 业、建筑等领域，工业是中压真空断路器最大应用领域，2024年中压真空断路器在工业领域应用规模为 32亿元，占中压真空断路器总规模的37.6%。其次为发电&电网领域，应用规模为23亿元，同比增长 9.5%，占比27.1%。基础设施、建筑领域应用占比分别为17.6%、16.5%。目前，中压真空断路器行业布 局企业众多，包括施耐德、ABB、西门子等外资企业及厦门华电、许继电气、正泰电器等本土企业， 行业集中度较为分散。施耐德、ABB等 ...