Overview of the current situation of China's power supply industry chain: the industry chain is long and closely connected to each linkPower supply is the foundation of electronic and electromechanical equipment, closely related to various sectors of the national economy. A power source is not a battery. A battery is an energy storage device that converts chemical energy into electrical energy, and the power source itself does not generate energy. Broadly speaking, a power source includes a device that converts one standard (current, voltage) of electrical energy into another standard (current, voltage) of electrical energy.The upstream of the power supply industry chain mainly includes raw material manufacturing enterprises such as semiconductors, resistors and capacitors, and magnetic materials; The midstream includes processing equipment enterprises and power processing service enterprises; Downstream include power application enterprises such as consumer electronics, intelligent lighting, network communication, security monitoring, automotive electronics, and data centers.From the perspective of representative enterprises in various links of the industrial chain, upstream semiconductor enterprises mainly include DuPont, Honeywell, Zhonghuan Semiconductor, etc., while semiconductor equipment enterprises mainly include Canon, Nikon, ASML, etc; The key enterprises in midstream power processing mainly include power brands such as Zhongheng Paiwei, Sunshine Power, Autoxun, Keshida, Yingkerui, and Kelu Electronics; Key downstream power applications include Alibaba, China Telecom, China Unicom, Huawei, Baidu, Sony, and others.
Ecological Map of Power Supply Industry
Regional distribution of China's power supply industry chain: Hunan has the highest density of enterprisesFrom a regional distribution perspective, the distribution of power supply production enterprises with a registered capital of over 10 million in China is relatively concentrated, mainly with Guangdong as the core. There are also relatively more enterprises in East China, such as Jiangsu and Zhejiang, while the distribution of power supply enterprises in other regions is relatively small.From the regional distribution of representative enterprises in the power supply industry, they are mainly located in the East and South China regions; There are also some representative enterprise layouts in southwestern regions such as Chongqing and Sichuan; The distribution of representative power supply enterprises in other regions is relatively small.Distribution of China's power supply industry parks: Guangdong has the mostAccording to incomplete statistics, as of January 2024, there are a total of 23 power supply industrial parks in China, concentrated in southern and eastern regions. There are also some industrial parks distributed in the southwest region, with less distribution in the western region. Among them, Guangdong and Henan have the highest distribution, followed by Jiangxi, Hunan, Zhejiang, and Sichuan.The Latest Merger Trends of Representative Enterprises in China's Power Supply IndustryAt present, there are relatively few mergers and acquisitions in the domestic power supply industry, with a total of 61 events, mainly targeting upstream or high-quality power supply enterprises in the industrial chain, accelerating industrial layout, and strengthening upstream resource control. Under years of government planning, policies for the power supply industry have gradually become clearer, and multiple supportive policies have been introduced in recent years, promoting the continuous development of the power supply industry and expanding the scale of various enterprises. Horizontal integration mergers and reorganizations will continue to emerge; When the industry develops to a mature stage, vertical integration mergers and acquisitions will also emerge.