印度尼西亚电力市场概况及投资前景分析

Current Situation and Investment Prospect Analysis of Indonesian Power Market

随着国家"一带一路"战略的提出以及企业自身发展需要,国内电力企业纷纷"走出去"寻求新的利润增长点,而印度尼西亚在吸引中资企业投资方面具有得天独厚的优势。印尼是东南亚第一大经济体,经济增速较快,但基础设施建设落后,尤其是电力建设相对滞后,电力供应在地区之间发展极不平衡,供应缺口较大,人均装机不到中国1/4,供电配套设施落后,而电力需求增速较高,投资潜力较大。随着佐科总统推出"3500万千瓦"电力规划,印尼电力投资前景更加广阔。此外,印尼放开发电领域并推行独立发电项目(IPP)国际招标已有20年历史,电价机制成熟,配套机制完备,且政局相对稳定,市场化程度较高,投资环境较优,电力投资风险相对较低。对中资企业而言,投资印尼电力市场,总体风险可控,投资前景广阔,可以作为战略投资布局的区域首选。

Since the Chinese central government proposed the Belt and Road Initiative,many domestic power enterprises have actively responded to the national strategy and have gone abroad to seek new profit growth points.Indonesia has unique advantages in attracting investment from Chinese enterprises.As the largest econo- my in Southeast Asia,Indonesia has maintained rapid economic growth,but its infrastructure construction,espe- cially power construction,is lagging behind.The development of power supply is extremely unbalanced in dif- ferent regions,and there is a big gap in power supply.The installed capacity per person of Indonesia is less than one fourth of that of China,and the power supply facilities are backward.Its power demand grows rapid- ly,so there is huge potential in power investment.After the 35000MW Power Plan was proposed by the In- donesian President Djoko,the investment prospects in power section are broader.In addition,Indonesia has im- plemented global tender in Independent Power Producer （IPP） for over 20 years.Its mature electrovalency mech- anism,complete supporting mechanism,relatively stable political situations,high marketization degree and favor- able investment environment contribute to the relatively low investment risk in power section.For Chinese en- terprises,Indonesian power market may be considered as the first choice in strategic investment layout be- cause of the controllable overall investment risk and broad investment prospect.