欧盟智能电网—技术发展、趋势、价值链和市场现状报告2023（英）.docx

EuropeanCommissionISSN1831-9424SmartgridsintheEuropeanUnionEUR31673ENC1.EANENERGYTECHNO1.OGYOBSERVATORYSTATUSREPORTONTECHNO1.OGYDEVE1.OPMENT,TRENDSfVA1.UECHAINS&MARKETSThispublicationisaTechnicalreportbytheJointResearchCentre(JRC),theEuropeanCommission'sscienceandknowledgeservice.Itaimstoprovideevidence-basedscientificsupporttotheEuropeanpolicymakingprocess.ThecontentsofthispublicationdonotnecessarilyreflectthepositionoropinionoftheEuropeanCommission.NeithertheEuropeanCommissionnoranypersonactingonbehalfoftheCommissionisresponsiblefortheusethatmightbemadeofthispublication.ForinformationonthemethodologyandqualityunderlyingthedatausedinthispublicationforwhichthesourceisneitherEurostatnorotherCommissionservices,usersshouldcontactthereferencedsource.ThedesignationsemployedandthepresentationofmaterialonthemapsdonotimplytheexpressionofanyopinionwhatsoeveronthepartoftheEuropeanUnionconcerningthelegalstatusofanycountry,territory,cityorareaorofitsauthorities,orconcerningthedelimitationofitsfrontiersorboundaries.ContactinformationName:AntonioDePaolaAddress:ViaEnricoFermi,2749Email:antonio.de-paolaec.europa.euEUScienceHubhttps:/joint-research-centre.ec.europa.euJRC134988EUR31673ENPDFISBN978-92-68-07825-9ISSN1831-9424doi:10.2760/237911KJ-NA-3l-673-EN-N1.uxembourg:PublicationsOfficeoftheEuropeanUnion,2023©EuropeanUnion,2023ThereusepolicyoftheEuropeanCommissiondocumentsisimplementedbytheCommissionDecision201l833EUof12December2011onthereuseofCommissiondocuments(0J1.330,14.12,2011,p.39).Unlessotherwisenoted,thereuseOfthisdocumentisauthorisedundertheCreativeCommonsAttribution4.0International(CCBY4.0)licence(hctps:CreatiVeCOmmonS.org/licenses/byAkO/).Thismeansthatreuseisallowedprovidedappropriatecreditisgivenandanychangesareindicated.ForanyuseorreproductionofphotosorothermaterialthatisnotownedbytheEuropeanUniorVEuropeanAtomicEnergyCommunity,permissionmustbesoughtdirectlyfromthecopyrightholders.TheEuropeanUniondoesnotownthecopyrightinrelationtothefollowingelements:-Coverpageillustration:infraFotolia_65145278-AnyotherimagessoindicatedinthebodyofthedocumentHowtocitethisreportDePaola,A.,Andreadou,N.,Kotsakis,E.,CleanEnergyTechnologyObservatory:SmartGridsintheEuropeanUnion-2023StatusReportonTechnologyDevelopment,Trends,ValueChainsandMarkets,PublicationsOfficeoftheEuropeanUnion,1.uxembourg.2023,doi:l0.2760/23791I1JRCI34988.ContentsAbstract1ForewordontheCleanEnergyTechnologyObservatory2Acknowledgements3ExecutiveSummary41 Introduction61.1 Scopeandcontext61.1.1 High-VoltageDirect-Current(HVDC)Technologies61.1.2 SmartMeteringInfrastructure61.2 MethodologyandDataSources62 High-VoltageDirect-Current(HVDC)Technology72.1 Technologydevelopmentandtrends72.1.1 TechnologyReadinesslevels72.1.2 Installedcapacityandproduction82.1.3 Technologycosts102.1.4 Patentingtrends112.1.5 PublicfundingandimpactofEU-supportedresearch122.2 ValueChainAnalysis122.3 EUMarketPositionandGlobalCompetiveness131.1 1Global&EUmarketleaders131.2 .2Marketvalue143. AdvancedMeteringInfrastructure153.1 Technologydevelopmentandtrends163.2 Valuechainanalysis183.3 GlobalCompetiveness243.3.1 SmartMeterMarket1.eaders254. Conclusions27References281.istofabbreviationsanddefinitions301.istoffigures311.istoftables32Annexes33AnnexISummaryTabIeofDataSourcesfortheCETOIndicators34AbstractThisdocumentprovidesanoverviewofthelatesttechnologicalandmarkettrendsonthetopicofSmartGridsintheEuropeanUnion.Giventhebroadscopeofthetopicandthecomprehensiveapproachfollowedinthelastyearreport,theanalysishasfocusedinsteadontwospecificenablingtechnologieswhichhaveexhibitedsignificantdevelopmentsinthelastyear:HighVoltageDirect-Current(HVDC)connectionsandSmartMeteringInfrastructure.ThechoiceofanalysingHVDCrecognizesthefundamentalrolethatthenetworkinfrastructurewillplayinthesmoothintegrationofnewrenewablesourcesandinthesupporttoanefficientoperationofadecarbonizedgrid,whereasthefocusonSmartMeteringInfrastructureismeanttohighlightitsrelevanceintheupgradeoftheenergygrid,withnumeroussmartmeterrolloutplansworldwide.Foreachofthesetwotopics,thecurrentsutusisreportedintermsoftechnologydevelopmentsandtrends,valuechainanalysisandglobalcompetitiveness.ForewordontheCleanEnergyTechnologyObservatoryTheEuropeanCommissionsetuptheCleanEnergyTechnologyObservatory(CETO)in2022tohelpaddressthecomplexityandmulti-facedcharacterofthetransitiontoaclimate-neutralsocietyinEurope.TheEU,sambitiousenergyandclimatepoliciescreateanecessitytotackletherelatedchallengesinacomprehensivemanner,recognizingtheimportantroleforadvancedtechnologiesandinnovationintheprocess.CETOisajointinitiativeoftheEuropeanCommissionJointResearchCentreORC),whoruntheobservatory,andDirectorateGeneralsResearchandInnovation(R&l)andEnergy(ENER)onthepolicyside.Itsoverallobjectivesareto:- monitortheEUresearchandinnovationactivitiesoncleanenergytechnologiesneededforthedeliveryoftheEuropeanGreenDeal-