Kulipira gawo: "Mtima" wa mulu wolipiritsa wa DC umapindula chifukwa chakukula kwa kufunikira komanso mphamvu yayikulu ikuyembekezeka kubweretsa kukwera.
Kulipira gawo: sewerani gawo lakuwongolera mphamvu zamagetsi ndikusintha, mtengo wake ndi 50%
"Mtima" wa zida zolipiritsa za DC zimathandizira pakusintha kwamagetsi. Njira yolipirira imagwiritsidwa ntchito pazida zolipiritsa za DC. Ndilo gawo lofunikira kuzindikira kusintha kwamphamvu monga kukonzanso, inverter, ndi fyuluta. Ntchito yayikulu ndikusinthira mphamvu ya AC mu gridi kukhala magetsi a DC omwe amatha kulipiritsa ndi batire. Kuchita kwa module yolipira kumakhudza mwachindunji magwiridwe antchito onse a zida zolipiritsa za DC. Panthawi imodzimodziyo, zimagwirizana ndi vuto lachitetezo cholipiritsa. Ndilo gawo lofunikira pazida zatsopano zolipirira magalimoto a DC. Amadziwika kuti "mtima" wa zida zolipirira za DC. Kumtunda kwa gawo lolipiritsa ndi tchipisi, zida zamagetsi, PCB ndi mitundu ina yazigawo. Mtsinje wapansi ndi opanga, oyendetsa ndi makampani amagalimoto mu DC akuchapira zida mulu. Kuchokera pamalingaliro amtengo wapatali wa mulu wolipiritsa wa DC, mtengo wagawo lolipiritsa ukhoza kufika 50%
Pazigawo zapakati pa mulu wolipiritsa, gawo lolipiritsa ndi chimodzi mwazinthu zazikulu, koma zimawerengera 50% ya mtengo wake. Kukula kwa gawo lolipiritsa ndi kuchuluka kwa ma modules kumatsimikizira mphamvu ya mulu wothamangitsa mphamvu.
Kuchuluka kwa milu yolipira kunapitilira kuwonjezeka, ndipo chiŵerengero cha mulu chinachepa pang'onopang'ono. Monga chithandizo chothandizira magalimoto atsopano amagetsi, chiwerengero cha milu yolipiritsa chawonjezeka ndi kuwonjezeka kwa magalimoto atsopano amphamvu. Chiŵerengero cha mulu wa galimoto chimatanthawuza chiŵerengero cha kuchuluka kwa magalimoto atsopano amphamvu ndi kuchuluka kwa milu yolipiritsa. Ndichizindikiro chomwe chimayesa ngati mulu wolipiritsa ungakwaniritse kufunikira kwa kulipiritsa magalimoto atsopano amphamvu. More yabwino. Pofika kumapeto kwa 2022, magalimoto atsopano amphamvu mdziko langa anali ndi magalimoto 13.1 miliyoni, kuchuluka kwa milu yolipiritsa kudafika mayunitsi miliyoni 5.21, ndipo chiŵerengero cha mulu chinali 2.5, kuchepa kwakukulu mu 11.6 mu 2015.
Malinga ndi kuchuluka kwa magalimoto amagetsi atsopano m'tsogolomu, kufunikira kwa kuthamanga kwamphamvu kwamphamvu kukuwonetsa kukula kwamphamvu, zomwe zikutanthauza kuti kufunikira kwa ma module othamangitsa kudzakwera kwambiri, chifukwa mphamvu yayikulu ikutanthauza kuti ma module owonjezera ayenera kulumikizidwa mndandanda. Malinga ndi kuchuluka kwaposachedwa kwa milu yolipiritsa ku China, kuchuluka kwa milu yamagalimoto aku China ndi 7.29: 1 Mosiyana ndi izi, msika wakunja ndi woposa 23: 1, kuchuluka kwa magalimoto aku Europe kumafika 15.23: 1, ndikumanga milu yamagalimoto akunja sikukwanira. M'tsogolomu, kaya ndi msika wa China kapena pali malo ambiri oti akule m'misika ya ku Ulaya ndi ku America, kupita kunyanja ndi imodzi mwa njira zomwe makampani opanga ma module aku China akufunafuna kukula.
MIDA imagwira ntchito bwino pakupanga, kupanga ndi kugulitsa zinthu zazikuluzikulu za zida zolipirira za DC m'magalimoto atsopano amphamvu. Zogulitsa zazikulu ndi ma module opangira 15kW, 20KW, 30KW ndi 40KW. Amagwiritsidwa ntchito kwambiri pazida zolipiritsa za DC monga milu yolipiritsa ya DC ndi makabati opangira.
Chigawo cha milu ya DC mu milu yolipiritsa anthu chawonjezeka pang'onopang'ono. Pofika kumapeto kwa 2022, chiwerengero cha milu yolipiritsa anthu m'dziko langa chinali mayunitsi 1.797 miliyoni, pachaka -chaka + 57%; zomwe, milu yolipiritsa ya DC inali mayunitsi 761,000, pachaka -pachaka + 62%. mwachangu. Kuchokera pamalingaliro a gawoli, kumapeto kwa 2022, kuchuluka kwa milu ya DC mumilu yolipiritsa anthu kumafika 42.3%, kuwonjezeka kwa 5.7PCTs kuchokera ku 2018. Ndi zofunikira za magalimoto atsopano otsika pansi pa liwiro loyendetsa, tsogolo. Milu ya DC ikuyembekezeka kupititsa patsogolo kulimbikitsa.
Pansi pa mayendedwe okwera mphamvu zamagetsi, kuchuluka kwa ma module othamangitsa akuyembekezeka kuwonjezeka. Moyendetsedwa ndi kufunikira kowonjezeranso mwachangu, magalimoto amagetsi atsopano amafika papulatifomu yamagetsi apamwamba kuposa 400V, ndipo mphamvu yolipiritsa yakula pang'onopang'ono, zomwe zikubweretsa kufupikitsa nthawi yolipira. Malinga ndi "White Paper of the Development Trend of Charging Infrastructure" ya Huawei yotulutsidwa ndi Huawei mu 2020, potengera magalimoto onyamula anthu monga chitsanzo, Huawei akuyembekezeka kufika 350kW pofika 2025, ndipo zidzangotenga mphindi 10-15 kuti azilipira. Kuchokera pamalingaliro a mkati mwa milu yolipiritsa ya DC, kuti mukwaniritse kuyitanitsa kwamphamvu kwambiri, kuchuluka kwa maulumikizidwe ofananira a module yothamangitsa kuyenera kuchulukitsidwa. Mwachitsanzo, mulu wacharge wa 60kW umafunika 2 30KW charging modules yofanana, ndipo 120kW ikufunika 4 30KW charging modules kuti ilumikizane. Chifukwa chake, kuti mukwaniritse kuyitanitsa mwachangu kwamphamvu, kugwiritsa ntchito ma pre-modules kumakhala bwino.
Pambuyo pazaka zambiri za mpikisano wathunthu m'mbiri, mtengo wa ma module olipira wakhazikika. Pambuyo pazaka za mpikisano wamsika ndi nkhondo yamtengo wapatali, mtengo wa ma modules olipira watsika kwambiri. Malinga ndi deta yochokera ku China Business Industry Research Institute, mtengo umodzi wa W wa module yothamangitsira mu 2016 unali pafupifupi yuan 1.2. Pofika m'chaka cha 2022, mtengo wa module yoyendetsera W watsikira ku 0.13 yuan / W, ndipo zaka 6 zatsika ndi pafupifupi 89%. Kuchokera pakuwona kusintha kwamitengo m'zaka zaposachedwa, mtengo wamakono wa ma modules owongolera wakhazikika ndipo kuchepa kwapachaka kuli kochepa.
Pansi pamayendedwe amphamvu kwambiri, mtengo ndi phindu la module yolipira zasinthidwa. Kuchuluka kwa mphamvu ya module yothamangitsira, magetsi ambiri amatulutsa zotulutsa panthawi ya unit. Chifukwa chake, mphamvu yotulutsa mulu wothamangitsa wa DC ikukula mokulirapo. Mphamvu ya gawo limodzi lacharge imapangidwa kuchokera koyambirira kwa 3KW, 7.5kW, 15kW, kupita komwe kuli 20kW ndi 30KW, ndipo ikuyembekezeka kukulitsa njira yogwiritsira ntchito 40KW kapena mulingo wapamwamba kwambiri.
Malo amsika: Malo apadziko lonse lapansi akuyembekezeka kupitilira ma yuan biliyoni 50 mu 2027, ofanana ndi 45% CAGR m'zaka 5 zikubwerazi.
Pamaziko a kulosera kwa milu yolipiritsa mu "msika mabiliyoni 100, phindu la phindu" (20230128), lomwe tidatulutsa kale, kutengera "msika wa mabiliyoni 100, phindu la phindu" (20230128), the Msika wamsika wapadziko lonse lapansi wacharging module Lingaliro ili motere: Mphamvu yolipiritsa yapagulu la DC mulu: Pamayendedwe apamwamba kwambiri, amaganiziridwa. kuti mphamvu yolipiritsa ya mulu wolipiritsa wa DC imakwera ndi 10% chaka chilichonse. Akuti mphamvu zolipiritsa za mulu wa DC mu 2023/2027 ndi 166/244kW. Kulipiritsa gawo limodzi W mtengo: msika wapakhomo, limodzi ndi kupita patsogolo kwaukadaulo ndi zotsatira zake, poganiza kuti mtengo wagawo lolipiritsa umatsika chaka ndi chaka, ndipo kutsikako kudzachepetsa chaka ndi chaka. Zikuyembekezeka kuti mtengo umodzi wa W wa 2023/2027 ndi 0.12/0.08 yuan; Mtengo wopangira ndi wokwera kuposa wapakhomo, ndipo mtengo wa W single ukuyembekezeka kuwirikiza kawiri msika wapakhomo. Kutengera zomwe tafotokozazi, tikuyembekeza kuti pofika chaka cha 2027, msika wapadziko lonse lapansi udzakhala pafupifupi 54.9 biliyoni, wofanana ndi 45% CAGR kuyambira 2022-2027.
Nthawi yotumiza: Oct-31-2023