Isesengura ryihariye ryibinyabiziga bishya byingufu zishyuza ev inganda zinganda

Module yo kwishyuza: "Umutima" wa DC kwishyuza ikirundo inyungu zituruka kubisabwa kandi imbaraga nyinshi ziteganijwe kuzana izamuka
Kwishyuza module: kina uruhare rwo kugenzura ingufu z'amashanyarazi no guhindura, ikiguzi kingana na 50%

"Umutima" wibikoresho byo kwishyuza DC bigira uruhare muguhindura amashanyarazi. Module yo kwishyuza ikoreshwa mubikoresho byo kwishyuza DC. Nibice shingiro kugirango tumenye imbaraga zoguhindura nko gukosora, guhinduranya, no kuyungurura. Inshingano nyamukuru nuguhindura ingufu za AC muri gride mumashanyarazi ya DC ishobora kwishyurwa no kwishyuza bateri. Imikorere ya module yo kwishyuza igira ingaruka itaziguye kumikorere rusange yibikoresho byo kwishyuza DC. Mugihe kimwe, bifitanye isano nikibazo cyo kwishyuza umutekano. Nibintu byingenzi bigize ibinyabiziga bishya byingufu DC ibikoresho byo kwishyuza. Birazwi nk "umutima" wibikoresho byo kwishyuza DC. Hejuru yuburyo bwo kwishyuza ni chip, ibikoresho byamashanyarazi, PCB nubundi bwoko bwibigize. Inzira yo hasi ni uwukora, abayikora hamwe namasosiyete yimodoka muri DC yishyuza ibikoresho byikirundo. Urebye ibiciro bigize ibiciro byo kwishyuza DC, ikiguzi cyo kwishyuza module gishobora kugera kuri 50%

Mu bice by'ibanze bigize ikirundo cyo kwishyuza, module yo kwishyuza ni kimwe mu bigize ibice, ariko bingana na 50% by'igiciro cyayo. Ingano yuburyo bwo kwishyuza numubare wa module bigena imbaraga zumuriro wikirundo.

Umubare w'amafaranga yo kwishyuza wakomeje kwiyongera, kandi ikirundo cy'ikirundo cyaragabanutse buhoro buhoro. Nkibikorwa remezo bishyigikira ibinyabiziga bishya byingufu, umubare wibirundo byishyurwa wiyongereye hamwe nubwiyongere bwimodoka nshya zingufu. Umubare wikirundo cyimodoka bivuga ikigereranyo cyumubare wimodoka nshya zingufu zingana nubunini bwikariso. Nikimenyetso cyerekana niba ikirundo cyumuriro gishobora guhaza icyifuzo cyo kwishyuza ibinyabiziga bishya byingufu. Biroroshye. Kugeza mu mpera za 2022, imodoka nshya z’ingufu z’igihugu cyanjye zari zifite imodoka miliyoni 13.1, umubare w’ibirundo byo kwishyuza wageze kuri miliyoni 5.21, naho ikirundo cy’ibirundo cyari 2.5, igabanuka rikabije rya 11.6 muri 2015.

Ukurikije uburyo bwiyongera bwibinyabiziga bishya byingufu mugihe kiri imbere, icyifuzo cyumuriro mwinshi cyihuta cyerekana ubwiyongere buturika, bivuze ko icyifuzo cyo kwishyuza modul kiziyongera cyane, kuko ingufu nyinshi bivuze ko modul nyinshi zo kwishyuza zigomba guhuzwa mukurikirane. Dukurikije imibare iheruka kwishyiriraho ibirundo mu Bushinwa, umubare w’ibinyabiziga rusange by’abashinwa ni 7.29: 1 Ibinyuranye, isoko ryo mu mahanga rirenga 23: 1, umubare w’ibinyabiziga rusange by’iburayi ugera kuri 15.23: 1, no kubaka ibirundo by'imodoka mumahanga ntibihagije rwose. Mu bihe biri imbere, haba ku isoko ry’Ubushinwa cyangwa haracyariho umwanya munini wo kuzamuka ku masoko y’Uburayi n’Amerika, kujya mu nyanja na byo ni imwe mu nzira z’abashinwa bishyuza module module bashaka iterambere.

MIDA kabuhariwe mu iterambere, gukora no kugurisha ibice byingenzi bigize ibikoresho byo kwishyuza DC mumodoka nshya. Ibicuruzwa byingenzi ni 15kW, 20KW, 30KW na 40KW yo kwishyuza. Ikoreshwa cyane mubikoresho byo kwishyuza DC nka DC yishyuza ibirundo hamwe namabati yo kwishyuza.

Umubare wibirundo bya DC mubirundo rusange byishyurwa byiyongereye buhoro buhoro. Kugeza mu mpera za 2022, umubare w’ibirundo rusange byishyurwa mu gihugu cyanjye wari miliyoni 1.797, umwaka -kumwaka + 57%; muri byo, DC yishyuza ibirundo byari 761.000, umwaka -umwaka -umwaka + 62%. vuba. Dufatiye ku kigereranyo, mu mpera za 2022, igipimo cy’ibirundo bya DC mu birundo rusange byishyurwa byageze kuri 42.3%, kikaba cyiyongereyeho 5.7PCT guhera mu mwaka wa 2018. Hamwe n’ibisabwa n’imodoka nshya z’ingufu zimanuka ku muvuduko wo kwishyuza, ejo hazaza ya DC ibirundo biteganijwe ko bizakomeza kongera iterambere.

Mugihe cyogukoresha amashanyarazi menshi, umubare wamafaranga yo kwishyurwa uteganijwe kwiyongera. Bitewe nicyifuzo cyo kuzuzwa byihuse, imodoka nshya zingufu zitera imbere kuri voltage nini hejuru ya 400V, kandi ingufu zumuriro zagiye ziyongera buhoro buhoro, bizana igihe gito cyo kwishyuza. Nk’uko Huawei yise “Impapuro zera zerekana iterambere ry’ibikorwa remezo byo kwishyuza ibikorwa remezo” yashyizwe ahagaragara na Huawei mu 2020, ifata urugero rw’imodoka zitwara abagenzi, biteganijwe ko Huawei izagera kuri 350kW mu 2025, kandi bizatwara iminota 10-15 kugira ngo yishyurwe byuzuye. Urebye imiterere yimbere ya DC yishyuza ibirundo, kugirango ugere ku mbaraga-zo kwishyuza, umubare uhuza parallel ya module yo kwishyuza ugomba kwiyongera. Kurugero, 60kW yishyuza ikirundo isaba 2 30KW yo kwishyuza kuburinganire, naho 120kW ikenera 4 30KW yo kwishyuza kugirango ihuze parallel. Kubwibyo, kugirango ugere kumashanyarazi yihuse yishyurwa, ikoreshwa rya pre-modules rizanozwa.

Nyuma yimyaka irushanwa ryuzuye mumateka, igiciro cyo kwishyuza modules cyarahagaze. Nyuma yimyaka yo guhatanira isoko nintambara yibiciro, igiciro cyo kwishyuza modul cyaragabanutse cyane. Dukurikije imibare yatanzwe n’ikigo cy’ubushakashatsi mu bucuruzi bw’Ubushinwa, igiciro kimwe cya W cya module yo kwishyuza mu 2016 cyari hafi 1.2. Kugeza 2022, igiciro cya module yo kwishyuza W cyamanutse kuri 0.13 yuan / W, naho imyaka 6 yagabanutseho hafi 89%. Urebye ihinduka ryibiciro mumyaka yashize, igiciro cyubu cyo kwishyuza modules cyarahagaze kandi kugabanuka kwumwaka ni bike.

Munsi yingufu zikomeye, agaciro ninyungu za module yo kwishyuza byatejwe imbere. Nimbaraga nyinshi za module yo kwishyuza, niko amashanyarazi menshi asohora umusaruro mugihe cyibice. Kubwibyo, imbaraga zisohoka za DC zishyuza ikirundo zitera imbere muburyo bunini. Imbaraga za module imwe yo kwishyuza yatunganijwe kuva kare 3KW, 7.5kW, 15kW, kugeza ku cyerekezo cya 20kW na 30KW, kandi biteganijwe ko izatera imbere mu cyerekezo cyo gusaba cya 40KW cyangwa urwego rwisumbuyeho.

Umwanya w'isoko: Umwanya w'isi uteganijwe kurenga miliyari 50 Yuan muri 2027, uhwanye na 45% CAGR mumyaka 5 iri imbere
Hashingiwe ku guhanura kwishyuza ibirundo mu “isoko rya miliyari 100, inyungu y’inyungu” (20230128), twasohoye mbere, dushingiye ku “isoko rya miliyari 100, inyungu y’inyungu” (20230128), Umwanya wo kwishyuza module kwisi yose ni hypothesis niyi ikurikira: Impuzandengo yo kwishyuza ikirundo rusange cya DC: Mugihe cyinshi cyingufu, hafatwa ko imbaraga zo kwishyuza DC zishyiraho ikirundo cyiyongera 10% buri mwaka. Bigereranijwe ko impuzandengo yo kwishyuza ikirundo rusange cya DC muri 2023/2027 ari 166 / 244kW. Kwishyuza module imwe W igiciro: isoko ryimbere mu gihugu, iherekejwe niterambere ryikoranabuhanga hamwe ningaruka zingana, ukeka ko igiciro cya module yo kwishyuza kigabanuka uko umwaka utashye, kandi kugabanuka bizagabanuka uko umwaka utashye. Biteganijwe ko igiciro kimwe W cyo muri 2023/2027 ari 0.12 / 0.08; Igiciro cyo gukora kiri hejuru yimbere mu gihugu, kandi igiciro cya W imwe giteganijwe kuba hafi kabiri isoko ryimbere mu gihugu. Dushingiye ku bitekerezo byavuzwe haruguru, turateganya ko mu 2027, isoko ry’isoko ryo kwishyuza ku isi rizaba hafi miliyari 54.9, bihwanye na 45% CAGR kuva 2022-2027.