EN / 中文

In-Depth Analysis of China's Medium-Voltage RMU Market: Segmentation and Competitive Landscape

by gewuzhishengWintelligence·July 13, 2026

Overall Overview of the Medium-Voltage RMU Market Size

In 2025, the overall RMU market was approximately RMB 11.5 billion, a year-on-year decline of 3.9%, with key orders for various enterprises concentrated in the main grid business. The new energy sector, especially the photovoltaic market, is undergoing a short-term correction, while increasing overseas order opportunities are filling the market gap.

Given the surge in power grid demand, the number of bidding enterprises has significantly increased, leading to fierce price competition in the power grid market. Joint procurement prices have dropped by double digits compared to 2024, but overall demand remains basically stable.

On the product side, market demand for eco-friendly RMUs continues to substantially replace SF6 products. In 2025, the proportion of SF6 RMU products was only 25%. It is expected that in the next 1 to 2 years, procurement across the entire system of the two major grid companies will approach zero, with all related orders switching entirely to eco-friendly RMUs. In the future, 35kV products will continue to see increased volume, with significant growth in overseas new energy supporting demand. There is also clear potential for overseas data centers to adopt RMU architecture solutions. Domestically, the upsizing of onshore wind turbines will generate more in-tower supporting demand, replacing the traditional box-type transformer mode.

Medium-Voltage RMU Market Size -- Segmentation by Voltage Level

12kV medium-voltage RMU products are widely used, accounting for 88%, primarily driven by centralized procurement projects for the main grid and applied in 12kV substation supporting facilities. In 2025, the demand for eco-friendly cabinets replacing SF6 cabinets in grid centralized procurement continued to grow substantially, and the proportion of eco-friendly cabinets in the 12kV segment kept increasing. However, the 12kV segment has seen a contraction in rigid demand dragged down by the decline in new real estate starts, with the growth rate continuing to slow down.

The 40.5kV segment has achieved rapid expansion driven by domestic centralized photovoltaics, large-scale energy storage, and computing power IDC supporting facilities, along with Belt and Road overseas power grid projects. Industry demand has shifted from real estate-driven to being continuously pulled by new energy, overseas exports, and power grid technical upgrades, leading to a sustained increase in its proportion.

Some sectors in the new energy industry are placing greater emphasis on pursuing rational market development, resulting in a certain degree of correction in the corresponding market.

2015/2025/2030E Medium-Voltage RMU Market Size -- Segmentation by Industry

The focus is on the power grid sector, where power grid investment has significantly increased. The emphasis is on power generation & power grid renewal and transformation, new energy supporting facilities, and the OEPC export market, which will fill the gap caused by the decline in residential power distribution and continue to develop rapidly.

Construction industry: Primarily involves some power supply bureau projects for civil residential buildings. However, the overall real estate industry continued to decline in 2025, with its year-on-year proportion continuously dropping. In the future, it is expected to maintain basic stability with a slight rebound.

Power industry: Mainly applied in 12kV distribution network systems, with the wind power industry also utilizing some RMU products. Key orders come from main grid centralized procurement and provincial grid bidding projects, among others.

Infrastructure industry: RMU cabinets are widely used in projects such as data centers, railways, and subways, with the railway industry primarily utilizing 27.5kV traction systems.

Industrial projects: Mainly applied in industries with high power loads such as petroleum and petrochemicals, as well as heavy industries with high requirements for production environments.

Competitive Landscape of the Medium-Voltage RMU Market

The competitive landscape of the medium-voltage RMU market remains basically stable. Joint venture brands have consolidated their market positions by transitioning to SF6-free products earlier. Daquan Group has actively supported general contractors for wind, solar, and energy storage to participate in overseas markets, achieving rapid growth in market share.

Note: For complete data on secondary industry segmentation, regional scale, and multi-dimensional segmentation of medium-voltage RMUs, please visit the Gewu Zhisheng official website and official WeChat account to download and view the "2026 China Medium-Voltage Switchgear Industry Market White Paper".

 

Download Method: Scan the QR code below to download directly