Kev tsom xam tshwj xeeb ntawm lub zog tshiab lub tsheb them chaw nres tsheb ev charging module kev lag luam

Charging module: Lub "lub siab" ntawm DC them pawg tau txais txiaj ntsig los ntawm qhov tshwm sim ntawm qhov kev thov thiab lub zog hluav taws xob siab yuav tsum tau nce siab.
Charging module: ua lub luag haujlwm ntawm kev tswj hluav taws xob hluav taws xob thiab kev hloov pauv, tus nqi them rau 50%

Lub "lub plawv" ntawm DC cov khoom siv them nyiaj ua lub luag haujlwm hauv kev hloov hluav taws xob. The charging module yog siv nyob rau hauv DC charging khoom. Nws yog lub hauv paus chav tsev kom paub txog kev hloov hluav taws xob xws li rectification, inverter, thiab lim. Lub luag haujlwm tseem ceeb yog hloov lub zog AC hauv daim phiaj rau hauv DC hluav taws xob uas tuaj yeem them los ntawm cov roj teeb them. Kev ua tau zoo ntawm cov khoom siv them nyiaj ncaj qha cuam tshuam rau kev ua haujlwm tag nrho ntawm DC cov khoom siv them nyiaj. Nyob rau tib lub sijhawm, nws muaj feem xyuam rau qhov teeb meem ntawm kev them nyiaj kev nyab xeeb. Nws yog lub hauv paus tseem ceeb ntawm lub zog tshiab lub tsheb DC charging khoom. Nws yog lub npe hu ua "lub plawv" ntawm DC charging khoom. Lub sab sauv ntawm lub them nyiaj module feem ntau yog chips, cov khoom siv fais fab, PCB thiab lwm yam khoom siv. Qhov qis qis yog cov chaw tsim khoom, cov neeg ua haujlwm thiab cov tuam txhab tsheb hauv DC cov khoom siv hluav taws xob. Los ntawm qhov kev xav ntawm tus nqi tsim nyog ntawm DC them pawg, tus nqi ntawm kev them nyiaj tuaj yeem ncav cuag 50%

Hauv qhov tseem ceeb ntawm pawg them nyiaj, lub them nyiaj module yog ib qho ntawm cov khoom tseem ceeb, tab sis nws suav txog 50% ntawm nws cov nqi. Qhov loj ntawm lub charger module thiab tus naj npawb ntawm modules txiav txim siab lub hwj chim ntawm lub charger pawg.

Tus nqi them cov pawg txuas ntxiv nce ntxiv, thiab cov pawg sib piv maj mam txo. Raws li kev txhawb nqa kev tsim kho tshiab ntawm lub zog tsheb tshiab, tus naj npawb ntawm cov khoom siv hluav taws xob tau nce ntxiv nrog qhov nce ntawm cov tsheb tshiab zog. Qhov piv ntawm pawg tsheb yog hais txog qhov sib piv ntawm tus nqi ntawm cov tsheb tshiab lub zog rau cov nqi them pawg. Nws yog ib qho kev ntsuas uas ntsuas seb cov pawg them puas tuaj yeem ua tau raws li qhov kev thov rau kev them nyiaj ntawm lub zog tshiab. Yooj yim dua. Raws li qhov kawg ntawm 2022, kuv lub teb chaws lub zog tshiab tsheb muaj 13.1 lab lub tsheb, tus nqi ntawm cov nqi them mus txog 5.21 lab units, thiab pawg pawg yog 2.5, ib qho kev poob qis hauv 11.6 xyoo 2015.

Raws li qhov sib ntxiv ntawm cov tsheb tshiab lub zog yav tom ntej, qhov kev thov rau lub zog siab ceev them ceev qhia tau hais tias kev loj hlob tawg, uas txhais tau hais tias qhov kev thov rau kev them nyiaj yuav nce siab heev, vim tias lub zog ntau dua txhais tau tias ntau lub them nyiaj yuav tsum tau txuas nrog hauv cov koob. Raws li cov xov tooj tshiab tshaj plaws ntawm cov tsheb thauj khoom hauv Suav teb, qhov kev faib ua feem ntawm Suav pej xeem tsheb pawg yog 7.29: 1 Hauv kev sib piv, kev lag luam txawv teb chaws yog ntau dua 23: 1, European pej xeem tsheb pawg sib piv nce mus txog 15.23: 1, thiab kev tsim kho ntawm txawv teb chaws tsheb pawg yog heev tsis txaus. Nyob rau hauv lub neej yav tom ntej, txawm hais tias nws yog Suav lag luam lossis tseem muaj ntau chav rau kev loj hlob hauv European thiab Asmeskas kev lag luam, kev mus rau hauv hiav txwv kuj yog ib txoj hauv kev rau Suav them module tuam txhab uas muag nrhiav kev loj hlob.

MIDA tshwj xeeb hauv kev txhim kho, tsim khoom thiab muag khoom ntawm cov khoom tseem ceeb ntawm DC cov khoom siv hauv lub zog tshiab. Cov khoom tseem ceeb yog 15kW, 20KW, 30KW thiab 40KW them modules. Nws yog tsuas yog siv hauv DC cov khoom siv xws li DC charging pawg thiab cov khoom siv them nyiaj.

Qhov kev faib ua feem ntawm DC pawg hauv cov pej xeem them pawg tau maj mam nce. Raws li qhov kawg ntawm 2022, tus naj npawb ntawm cov pej xeem them pawg hauv kuv lub teb chaws yog 1.797 lab units, ib xyoos -on -xyoo + 57%; ntawm uas, DC them pawg yog 761,000 units, ib xyoos -on -xyoo + 62%. ceev. Los ntawm qhov kev xav ntawm qhov kev faib ua feem, thaum kawg ntawm 2022, qhov kev faib ua feem ntawm DC pawg hauv cov pawg them nyiaj pej xeem tau nce mus txog 42.3%, qhov nce ntawm 5.7PCTs los ntawm 2018. Nrog rau cov kev xav tau ntawm cov tsheb thauj mus los tshiab ntawm lub zog ceev, yav tom ntej. ntawm DC pawg cia siab tias yuav txhawb nqa ntxiv ntxiv.

Raws li qhov sib txawv ntawm lub zog them nyiaj siab, tus nqi ntawm cov qauv them nyiaj yuav tsum nce ntxiv. Tsav los ntawm qhov kev thov kom rov ua kom nrawm dua, lub zog tshiab tsheb loj hlob mus rau high voltage platforms saum 400V, thiab lub zog them tau maj mam nce, coj lub sijhawm luv luv ntawm kev them nqi. Raws li Huawei's "Daim Ntawv Dawb ntawm Txoj Kev Txhim Kho Kev Txhim Kho ntawm Cov Khoom Siv Hluav Taws Xob" tso tawm los ntawm Huawei hauv 2020, coj cov neeg caij tsheb ua piv txwv, Huawei xav kom ncav cuag 350kW los ntawm 2025, thiab nws tsuas yog siv sijhawm 10-15 feeb kom them tag nrho. Los ntawm qhov kev xav ntawm cov qauv sab hauv ntawm DC charging pawg, kom ua tiav lub zog them nyiaj siab, tus naj npawb ntawm kev sib txuas ntawm cov khoom siv them nyiaj yuav tsum tau nce ntxiv. Piv txwv li, lub 60kW them pawg yuav tsum tau 2 30KW them modules rau parallel, thiab 120kW xav tau 4 30KW them modules txuas mus rau qhov sib npaug. Yog li ntawd, kom ua tiav lub zog ntau dua kev them nyiaj ceev, kev siv cov khoom siv ua ntej yuav raug txhim kho.

Tom qab xyoo ntawm kev sib tw tag nrho hauv keeb kwm, tus nqi ntawm kev them nyiaj modules tau ruaj khov. Tom qab xyoo ntawm kev ua lag luam kev sib tw thiab kev ua tsov ua rog, tus nqi ntawm kev them nyiaj modules poob qis heev. Raws li cov ntaub ntawv los ntawm Tuam Tshoj Kev Lag Luam Kev Lag Luam Kev Tshawb Fawb Lub Tsev Haujlwm, tib tus nqi W ntawm kev them nyiaj hauv xyoo 2016 yog kwv yees li 1.2 yuan. Los ntawm 2022, tus nqi ntawm tus nqi them W tau nqis mus rau 0.13 yuan / W, thiab 6 xyoo poob li ntawm 89%. Los ntawm qhov kev xav ntawm tus nqi hloov nyob rau hauv xyoo tas los no, tus nqi tam sim no ntawm kev them nyiaj modules tau ruaj khov thiab kev poob txhua xyoo yog txwv.

Nyob rau hauv lub zog loj tiam sis, tus nqi thiab profitability ntawm lub charger module tau txhim kho. Qhov ntau dua lub zog ntawm lub charger module, qhov hluav taws xob ntau dua cov zis tawm thaum lub sij hawm chav tsev. Yog li ntawd, lub zog tso zis ntawm DC charging pawg yog tsim nyob rau hauv ib qho kev coj loj dua. Lub zog ntawm ib qho kev them nyiaj ib zaug yog tsim los ntawm 3KW thaum ntxov, 7.5kW, 15kW, mus rau qhov kev taw qhia tam sim no ntawm 20kW thiab 30KW, thiab nws yuav tsum tsim nyob rau hauv daim ntawv thov kev taw qhia ntawm 40KW lossis siab dua lub zog.

Qhov chaw lag luam: Qhov chaw thoob ntiaj teb xav tias yuav tshaj 50 billion yuan hauv 2027, sib xws rau 45% CAGR hauv 5 xyoo tom ntej
Raws li qhov kev twv ua ntej ntawm kev them nyiaj hauv "100 billion kev ua lag luam, cov nyiaj tau los ntawm cov txiaj ntsig" (20230128), uas peb tau tshaj tawm yav dhau los, raws li "100 billion kev ua lag luam, cov nyiaj tau los ntawm cov txiaj ntsig" (20230128), ntiaj teb no them module lag luam chaw yog Lub tswv yim yog raws li nram no: qhov nruab nrab them hwj chim ntawm cov pej xeem DC pawg: nyob rau hauv lub siab lub hwj chim tiam sis, nws yog assumed tias lub them lub hwj chim ntawm lub DC. them pawg nce 10% txhua xyoo. Nws kwv yees tias qhov nruab nrab them lub zog ntawm cov pej xeem DC pawg hauv 2023/2027 yog 166/244kW. Kev them nyiaj module ib qho W nqe: kev lag luam hauv tsev, nrog rau kev nce qib ntawm cov thev naus laus zis thiab ntsuas qhov cuam tshuam, piv txwv tias tus nqi ntawm cov nqi them poob qis ib xyoos ib zaug, thiab kev poob qis yuav qeeb txhua xyoo. Nws xav tias tus nqi W ib leeg ntawm 2023/2027 yog 0.12/0.08 yuan; Tus nqi tsim khoom yog siab dua li hauv tsev, thiab tus nqi ntawm ib leeg W yuav tsum yog kwv yees li ob npaug ntawm kev ua lag luam hauv tsev. Raws li cov kev xav saum toj no, peb cia siab tias los ntawm 2027, lub ntiaj teb them nyiaj module chaw lag luam yuav muaj txog 54.9 billion yuan, sib npaug rau 45% CAGR los ntawm 2022-2027.