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市場調查報告書
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1630381

東南亞可再生能源 -市場佔有率分析、產業趨勢與統計、成長預測（2025-2030）

Southeast Asia Renewable Energy - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 110 Pages | 商品交期: 2-3個工作天內

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簡介目錄

東南亞可再生能源市場規模（裝置量）預計將從2025年的124.61吉瓦擴大到2030年的178.06吉瓦，預測期間（2025-2030年）複合年成長率為7.4%。

東南亞再生能源-市場-IMG1

主要亮點

  • 燃煤發電是東南亞的主流。然而，近年來可再生能源發電和電池的成本大幅下降，加上燃煤發電廠的資金枯竭。預計這將在預測期內推動東南亞可再生能源產業的發展。
  • 然而，國際公司投資的缺乏和計劃實用化的延遲預計將阻礙市場成長。
  • 東南亞地區的石化燃料資源不足以滿足不斷成長的能源需求，這為可再生能源裝置解決該地區不斷成長的能源需求創造了巨大的機會。
  • 越南具有很高的可再生能源潛力，將在預測期內主導該地區的可再生能源市場。

東南亞可再生能源市場趨勢

太陽能板塊實現顯著成長

  • 東南亞是成長最快的太陽能市場之一，使其成為全球太陽能產業擴張最有前景的地區之一。 2023 年，越南和泰國將走在這項運動的最前沿，安裝該地區最新的太陽能發電能力。 2023年，越南太陽能發電裝置容量為1,707萬千瓦，泰國裝置容量為318千萬瓦。
  • 不斷成長的電力需求、該地區豐富的太陽能資源以及有利的可再生能源舉措正在支持該地區太陽能產業的成長。
  • 此外，該地區各國的政策制定者正在加緊努力，確保能源領域走上安全、負擔得起和永續的道路，包括努力促進對太陽能和基礎設施的投資。
  • 2024年4月，菲律賓能源部（DoE）宣布計劃將太陽能發電量轉換為2GW。政府預計到 2024 年至少將有 4,165 兆瓦的發電工程運作，混合使用可再生和傳統能源。其中包括1,985兆瓦太陽能光電發電容量的商業調試，其中約495兆瓦已處於檢查和試運行階段，另外966.3兆瓦預計將於6月上線。
  • 然而，到 2024 年，東南亞的累積光伏發電容量可能會增加到 35.8 吉瓦 (GW)。這得到了各國設定的高太陽能發電目標的支持。隨著新興國家希望顯著增加可再生能源在其電力結構中的佔有率，預計該地區未來 5 至 15 年將會增加浮體式太陽能發電廠 (PV) 的發展。此外，開發計畫正在進行中，特別是在泰國和越南，印尼、新加坡和緬甸已提案開發小型浮體式太陽能發電廠。
  • 因此，鑑於上述幾點，太陽能預計在預測期內東南亞可再生能源市場將顯著成長。

越南主導市場

  • 越南在可再生能源方面具有巨大潛力，包括水力發電、太陽能、風電、生質能和廢棄物。生質能和水力發電是越南目前使用的兩種主要可再生能源。政府計劃在2025年安裝11GW風電和20GW太陽能，預計將推動市場成長。
  • 圍繞燃煤發電廠和大型水電廠發展的環境問題和資金籌措限制、天然氣工業發展緩慢以及政府暫停核能發電計劃的決定都導致了太陽能發電量的下降預計這將是風力發電的成長機會。此外，該國的可再生能源產業過去一直依靠外國投資而成長，因為外國投資法規不適用於越南可再生能源計劃的開發。
  • 越南是亞洲成長最快的經濟體之一，因此國內電力需求也不斷增加。工業蓬勃發展和人口成長推動的電力需求預計未來將超過新發電廠的建設，導致嚴重的電力短缺。到2030年，預計將安裝1.3億千瓦的發電設施，是目前5,400萬千瓦的兩倍多。
  • 越南的能源需求預計在未來五年內每年成長10%，所需發電能力將增加一倍，因此該國正在採取措施實現能源結構多元化，其中包括增加可再生能源發電的計劃正在取得進展。屋頂太陽能發電市場預計將在幫助越南滿足其龐大的能源需求方面發揮關鍵作用。
  • 2024年1月，越南電力（EVN）在河內舉行的第46屆越老雙邊合作政府間委員會會議上宣布，將向寮國26座水力發電廠採購2,689兆瓦電力，並簽署19份購電協議。該協議的簽署標誌著越南與寮國電力合作的深入發展。
  • 綜上所述，預計越南將在預測期內主導該地區的可再生能源市場。

東南亞可再生能源產業概況

東南亞的可再生能源市場適度細分。市場主要企業包括（排名不分先後）Sindicatum Renewable Energy Company Pte Ltd、天合光能、晶科能源控股、B.Grimm Group 和 San Miguel Corporation。

其他好處

  • Excel 格式的市場預測 (ME) 表
  • 3 個月分析師支持

目錄

第1章簡介

  • 調查範圍
  • 市場定義
  • 研究場所

第2章調查方法

第3章執行摘要

第4章市場概況

  • 介紹
  • 東南亞可再生能源結構（2023）
  • 2029年可再生能源裝置容量及預測（單位：GW）
  • 最新趨勢和發展
  • 政府政策、目標、法規和政策
  • 市場動態
    • 促進因素
      • 增加對可再生能源發電的投資
      • 政府有利措施
    • 抑制因素
      • 可再生能源的初始成本較高
  • 供應鏈分析
  • 產業吸引力－波特五力分析
    • 供應商的議價能力
    • 消費者議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭公司之間敵對關係的強度

第5章市場區隔

  • 按類型
    • 陽光
    • 風力
    • 水力發電
    • 生質能源
    • 其他
  • 按地區
    • 越南
    • 印尼
    • 菲律賓
    • 泰國
    • 馬來西亞
    • 其他東南亞地區

第6章 競爭狀況

  • 併購、合資、聯盟、協議
  • 主要企業策略
  • 公司簡介
    • Canadian Solar Inc.
    • JinkoSolar Holding Co. Ltd
    • Sindicatum Renewable Energy Company Pte Ltd
    • Trina Solar Co. Ltd
    • San Miguel Corporation
    • B.Grimm Group
    • Thanh Thanh Cong（TTC）Group
    • BCPG Public Company Limited（BCPG）
    • Gulf Energy Development PCL
  • 市場排名/佔有率（%）分析

第7章市場機會與未來趨勢

  • 東南亞離岸風力發電潛力與計劃
簡介目錄
Product Code: 70308

The Southeast Asia Renewable Energy Market size in terms of installed base is expected to grow from 124.61 gigawatt in 2025 to 178.06 gigawatt by 2030, at a CAGR of 7.4% during the forecast period (2025-2030).

Southeast Asia Renewable Energy - Market - IMG1

Key Highlights

  • Coal-fired power generation is the dominant form of power generation in Southeast Asia. However, renewable power generation and battery costs registered a significant decline in recent years, combined with the drying up of the finances for coal-fired power plants. This is expected to drive the renewable energy sector in Southeast Asia during the forecast period.
  • However, the lack of international companies' investments and the delay in the practical deployment of projects are expected to hinder the market's growth.
  • The Southeast Asian region has insufficient indigenous fossil fuel resources to meet its growing energy demand, thus creating significant opportunities for renewable energy installations, which can then solve the region's ever-increasing energy demand.
  • Vietnam has a high potential for renewable energy, thus creating its dominance in the region's renewable energy market during the forecast period.

Southeast Asia Renewable Energy Market Trends

Solar Energy Segment to Witness Significant Growth

  • Southeast Asia is becoming one of the fastest-growing solar energy markets and one of the most promising regions in the global expansion of the solar energy industry. In 2023, Vietnam and Thailand were at the forefront of this movement, with the region's highest amount of new PV capacity installed. In 2023, Vietnam's installed solar energy capacity stood at 17.07 GW, while Thailand's installed solar capacity stood at 3.18 GW.
  • The increasing demand for electricity, the abundance of solar resources in the region, and favorable renewable-related policies are some of the factors that have been favoring the growth of the solar industry in the region.
  • In addition, policymakers across different countries in the region have been intensifying their efforts to ensure a secure, affordable, and sustainable pathway for the energy sector, which includes activities to facilitate investment in solar power generation and infrastructure.
  • In April 2024, the Philippines Department of Energy (DoE) announced its plans to switch to 2 GW of solar power generation. The government expects at least 4,165 MW of power projects to come online in 2024 in a mix of renewable and conventional sources. This includes the start of commercial operation of 1,985 MW of solar capacities, of which some 495 MW are already in the testing and commissioning stage, and an additional 966.3 MW should come online by June.
  • However, Southeast Asia's cumulative solar photovoltaic (PV) capacity could increase to 35.8 gigawatts (GW) by 2024. The high solar power generation targets set by various nations lend support to this. The region is expected to witness the development of floating solar photovoltaic (PV) power plants over the next 5 to 15 years, as countries in the region are looking to substantially increase their share of renewable energy in the power mix. Moreover, development plans are in progress, particularly in Thailand and Vietnam, while smaller utility-scale floating PV developments are being proposed in Indonesia, Singapore, and Myanmar.
  • Therefore, owing to the points listed above, solar energy is expected to witness significant growth in the Southeast Asian renewable energy market during the forecast period.

Vietnam to Dominate the Market

  • Vietnam has a high potential for renewable energy, including hydro, solar, wind, biomass, and waste. Biomass and hydropower are the two major sources of renewable energy currently used in Vietnam. The government aims to install 11 GW of wind power and 20 GW of solar power capacity by 2025, which is expected to foster the growth of the market.
  • The environmental concerns and constraints in financing over the development of coal-fired and large-scale hydropower plants, the slow development of the natural gas industry, and the government's decision to suspend nuclear power projects are expected to provide an opportunity for the growth of solar and wind power in the country. Moreover, the renewable energy sector in the country has witnessed growth in the past, owing to investment from overseas, as there are no foreign ownership restrictions that apply to the development of renewable energy projects in Vietnam.
  • Vietnam is one of the fastest-growing economies in Asia, and thus, the power demand in the country is increasing. The nation's demand for electricity, pushed up by its booming industry and a growing population, is expected to outstrip the construction of new power plants in the future, causing severe power shortages. By 2030, the country is expected to install 130 GW of electricity generation facilities, more than double the 54 GW currently installed.
  • With Vietnam's energy demand projected to increase by 10% annually in the next five years and the required power capacity to double, the country has been taking initiatives to diversify its energy mix, including plans to generate more power from renewable sources. The rooftop solar market is expected to play a crucial role in helping Vietnam meet its massive energy needs.
  • In January 2024, State utility Vietnam Electricity (EVN) entered 19 power purchase agreements for the acquisition of 2,689 MW of electricity from 26 hydropower plants in Laos during the 46th meeting of the Vietnam-Laos Intergovernmental Committee for Bilateral Cooperation in Hanoi. The signing of the agreements demonstrated deeper cooperation in electricity between Vietnam and Laos.
  • Thus, owing to the points listed above, Vietnam is expected to dominate the renewable energy market in the region during the forecast period.

Southeast Asia Renewable Energy Industry Overview

The Southeast Asian renewable energy market is moderately fragmented. Some of the major companies in the market (in no particular order) include Sindicatum Renewable Energy Company Pte Ltd, Trina Solar Co. Ltd, Jinko Solar Holding Co. Ltd, B.Grimm Group, and San Miguel Corporation.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of Study
  • 1.2 Market Definiton
  • 1.3 Study Assumptions

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Southeast Asia Renewable Energy Mix, 2023
  • 4.3 Renewable Energy Installed Capacity and Forecast in GW, till 2029
  • 4.4 Recent Trends and Developments
  • 4.5 Government Policies, Targets, and Regulations
  • 4.6 Market Dynamics
    • 4.6.1 Drivers
      • 4.6.1.1 Increasing Investments in Renewable Energy Generation
      • 4.6.1.2 Favorable Government Policies
    • 4.6.2 Restraints
      • 4.6.2.1 Initial Cost of Renewable Energy Is High
  • 4.7 Supply Chain Analysis
  • 4.8 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.8.1 Bargaining Power of Suppliers
    • 4.8.2 Bargaining Power of Consumers
    • 4.8.3 Threat of New Entrants
    • 4.8.4 Threat of Substitute Products and Services
    • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 By Type
    • 5.1.1 Solar
    • 5.1.2 Wind
    • 5.1.3 Hydro
    • 5.1.4 Bioenergy
    • 5.1.5 Other Types
  • 5.2 By Geography
    • 5.2.1 Vietnam
    • 5.2.2 Indonesia
    • 5.2.3 Philippines
    • 5.2.4 Thailand
    • 5.2.5 Malaysia
    • 5.2.6 Rest of Southeast Asia

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 Canadian Solar Inc.
    • 6.3.2 JinkoSolar Holding Co. Ltd
    • 6.3.3 Sindicatum Renewable Energy Company Pte Ltd
    • 6.3.4 Trina Solar Co. Ltd
    • 6.3.5 San Miguel Corporation
    • 6.3.6 B.Grimm Group
    • 6.3.7 Thanh Thanh Cong (TTC) Group
    • 6.3.8 BCPG Public Company Limited (BCPG)
    • 6.3.9 Gulf Energy Development PCL
  • 6.4 Market Ranking/Share (%) Analysis

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Southeast Asia's Offshore Wind Potential and Projects