印度市场/Indian Market
2.电力市场/ Electricity MarketIntroduct
电力行业情况概述:联邦制体系下的电力市场,供需偏紧,电价整体呈上涨态势 需求侧:电力需求增长动能充沛。IEA 预计 2024~2026 年印度电量需求CAGR超过 6%。 供应测:对火电的依赖程度高,市场集中度低,新能源转型持续推进,煤电主体地位短期不改
Power Industry Overview: Tight supply and demand, electricity prices are on the rise Demand: Strong growth momentum. IEA expects electricity demand CAGR to exceed 6% from 2024 to 2026 Supply : high reliance on thermal power generation and low market concentration.

输配电:损失率较高,FY22 印度输配电损失率 19.3% ,配电公司盈利承压, 据印度电力金融公司(PFC),FY22 全印度AT&C亏损约 16.42%, 90%以上的损失可归因于输配电损失。

Transmission and Distribution: Higher loss rate, FY22 India's transmission and distribution loss rate of 19.3%, According to India's PFC, FY22 All-India AT&C loss of about 16.42%, more than 90% of the loss can be attributed to transmission and distribution losses.

电价:居民用电0.078USD/kWh;商业用电0.130USD/kWh 能效趋势:印度政府推出配电行业改革计划(RDSS),计划到25-26财年,配电公司(DISCOMS)的总技术和商业(AT&C)损失从22财年的16.4%进一步下降到23财年的12~15%左右。

Electricity tariffs: residential 0.078USD/kWh; commercial 0.130USD/kWh Energy Efficiency Trend: The Indian government has launched the Reform of Distribution Sector Scheme (RDSS), aiming to reduce the Aggregate Technical and Commercial (AT&C) losses of distribution companies (DISCOMS) from 16.4% in fiscal year 22 to around 12-15% by fiscal year 23-24.
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