Kuongororwa kwakakosha kweiyo nyowani simba mota yekuchaja chiteshi ev kuchaja module indasitiri

Kuchaja module: Iyo "moyo" yeDC yekuchaja murwi mabhenefiti kubva mukubuda kwekudiwa uye simba repamusoro rinotarisirwa kuunza kukwira.
Kuchaja module: tamba basa rekutonga simba remagetsi uye kutendeuka, mutengo unosvika makumi mashanu muzana.

Iyo "moyo" yeDC yekuchaja midziyo inoita basa mukushandurwa kwemagetsi. Iyo yekuchaja module inoshandiswa muDC yekuchaja michina. Ndiyo chikamu chakakosha kuona shanduko yesimba sekugadzirisa, inverter, uye sefa. Basa guru nderekushandura iyo AC simba mugetsi kuita DC magetsi anogona kuchajwa nebhatiri kuchaja. Kuita kweiyo yekuchaja module inokanganisa zvakananga kuita kwese kweiyo DC yekuchaja michina. Panguva imwecheteyo, yakabatana nedambudziko rekuchengetedza kuchengetedza. Ndicho chepakati chikamu cheiyo nyowani simba mota DC yekuchaja michina. Iyo inozivikanwa se "moyo" weDC yekuchaja michina. Iyo kumusoro kweiyo yekuchaja module inonyanya kukoshesa machipisi, magetsi emagetsi, PCB uye mamwe marudzi ezvikamu. Iyo yakadzika ndiyo inogadzira, vashandisi uye makambani emotokari muDC yekuchaja mirwi michina. Kubva pakuona kwemutengo wekuumbwa kweDC yekuchaja murwi, mutengo wekuchaja module unogona kusvika 50%

Mukati mezvikamu zvemurwi wekuchaja, moduru yekuchaja ndeimwe yezvikamu zvakakosha, asi inoverengera makumi mashanu muzana emutengo wayo. Ukuru hwemodule yekuchaja uye nhamba yemamodules inosarudza simba remurwi wekuchaja simba.

Huwandu hwekuchaja mirwi hwakaramba huchiwedzera, uye huwandu hwemirwi hwakadzikira zvishoma nezvishoma. Sechitsigiro chinotsigira chemotokari dzemagetsi matsva, huwandu hwekuchaja mirwi hwakawedzera nekuwedzera kwehuwandu hwemotokari dzemagetsi matsva. Chiyero chemurwi wemotokari zvinoreva chiyero chehuwandu hwemotokari itsva dzesimba kune huwandu hwekuchaja mirwi. Icho chiratidzo chinoyera kana murwi wekuchaja uchikwanisa kuzadzisa kudiwa kwekuchaja kwemotokari nyowani dzesimba. More nyore. Pakupera kwa2022, mota nyowani dzenyika yangu dzaive nemotokari dzinosvika miriyoni gumi nematanhatu, huwandu hwekuchaja mirwi hwakasvika 5.21 miriyoni mayunitsi, uye chiyero chemurwi chaive 2.5, kuderera kukuru mu11.6 muna 2015.

Zvinoenderana nekuwedzera kwemaitiro emotokari nyowani dzesimba mune ramangwana, kudiwa kwesimba rakanyanya kumhanyisa kuchaja kunoratidza kukura kunoputika, zvinoreva kuti kudiwa kwemamodule ekuchaja kuchawedzera zvakanyanya, nekuti simba repamusoro rinoreva mamwe mamodule ekuchaja anoda kubatanidzwa mumutsara. Zvinoenderana neazvino nhamba yekuchaja mirwi muChina, chikamu cheChinese mota dzeveruzhinji mirwi i7.29: 1 Kusiyana, musika wemhiri kwemakungwa unopfuura 23: 1, iyo yeEurope yeruzhinji mota mirwi reshiyo inosvika 15.23: 1, uye kuvakwa kwe mhiri kwemakungwa mirwi yemotokari haina kunyatsokwana. Mune ramangwana, ingave iri musika weChinese kana kuchine nzvimbo yakawanda yekukura mumisika yeEurope neAmerica, kuenda kugungwa ndeimwe yenzira dzeChinese yekuchaja module makambani kutsvaga kukura.

MIDA inyanzvi mukuvandudza, kugadzira uye kutengesa kwezvinhu zvakakosha zveDC yekuchaja michina mumotokari nyowani dzesimba. Zvigadzirwa zvikuru 15kW, 20KW, 30KW uye 40KW kuchaja modules. Inonyanya kushandiswa muDC yekuchaja michina yakadai seDC yekuchaja mirwi uye yekuchaja makabati.

Huwandu hwema DC mirwi mumirwi yekuchaja veruzhinji hwakawedzera zvishoma nezvishoma. Kubva pakupera kwa2022, nhamba yeruzhinji yekuchaja mirwi munyika yangu yaive 1.797 miriyoni zvikamu, gore-pa-gore + 57%; iyo, DC yekuchaja mirwi yaive 761,000 zvikamu, gore-pa-gore + 62%. quick. Kubva pakuona kwechikamu, pakupera kwe2022, chikamu cheDC mirwi mumirwi yekuchaja yeruzhinji yakasvika 42.3%, kuwedzera kwe5.7PCTs kubva muna 2018. Nezvinodiwa zvekudzika kwemagetsi matsva emagetsi pakumhanya kwekuchaja, ramangwana. yeDC piles inotarisirwa kuwedzera kuwedzera kukurudzira.

Pasi pemaitiro emagetsi ekuchaja, huwandu hwemamodule ekuchaja anotarisirwa kuwedzera. Kutyairwa nekuda kwekukurumidza kuzadzazve, mota nyowani dzesimba dzinokura kusvika pakakwirira voltage mapuratifomu pamusoro pe400V, uye simba rekuchaja rakawedzera zvishoma nezvishoma, zvichiunza kupfupika kwakakosha kwenguva yekuchaja. Zvinoenderana neHuawei's "White Paper yeDevelopment Trend of Charging Infrastructure" yakaburitswa naHuawei muna 2020, tichitora mota dzevatyairi semuenzaniso, Huawei inotarisirwa kusvika 350kW panosvika 2025, uye zvinongotora maminetsi gumi kusvika gumi nemashanu kuti ichajirwe zvizere. Kubva pakuona kwechimiro chemukati cheDC yekuchaja mirwi, kuti uwane yakakwira-simba yekuchaja, huwandu hwekubatana kwakabatana kweiyo yekuchaja module inoda kuwedzerwa. Semuyenzaniso, murwi wekuchaja we60kW unoda 2 30KW kuchaja mamodules anoenderana, uye 120kW inoda 4 30KW yekuchaja mamodules kuti abatanidze akafanana. Naizvozvo, kuti uwane yakakwira simba nekukurumidza kuchaja, kushandiswa kwe pre-modules kuchavandudzwa.

Mushure memakore emakwikwi akazara munhoroondo, mutengo wekuchaja modules wakagadzikana. Mushure memakore emakwikwi emusika uye mutengo wehondo, mutengo wekuchaja mamodules wakaderera zvakanyanya. Zvinoenderana nedata kubva kuChina Bhizinesi Indasitiri Research Institute, iyo imwechete W mutengo weiyo yekuchaja module muna 2016 yaive ingangoita 1.2 yuan. Pakazosvika 2022, mutengo wemodule W yekuchaja wakadzika kusvika pa0.13 yuan/W, uye makore matanhatu akadzikira ne89%. Kubva pakuona kwekuchinja kwemitengo mumakore achangopfuura, mutengo wezvino wekuchaja modules wakagadzikana uye kuderera kwegore negore kunogumira.

Pasi pemaitiro emagetsi epamusoro, kukosha uye purofiti yemodule yekuchaja yakagadziridzwa. Iyo yakakura simba rechaji module, iyo yakawanda magetsi inoburitsa kuburitsa panguva yeyuniti nguva. Naizvozvo, simba rinobuda reDC yekuchaja murwi iri kukura munzira yakakura. Simba remodule yekuchaja imwe chete inogadzirwa kubva pakutanga 3KW, 7.5kW, 15kW, kuenda kune yazvino nhungamiro ye20kW uye 30KW, uye inotarisirwa kukudziridzwa munzira yekushandisa ye40KW kana yepamusoro simba level.

Nzvimbo yemusika: Nzvimbo yepasi rose inotarisirwa kudarika 50 bhiriyoni yuan muna 2027, inoenderana ne45% CAGR mumakore mashanu anotevera.
Pahwaro hwekufungidzira kwekuchaja mirwi mu "100 bhiriyoni musika, iyo purofiti margin ye purofiti" (20230128), iyo yatakamboburitsa, zvichibva pa "100 bhiriyoni musika, iyo purofiti margin of purofiti" (20230128), iyo global charging module market space is The hypothesis ndeiyi: Avhareji yekuchaja simba reruzhinji DC murwi: Mumaitiro emagetsi epamusoro, zvinofungidzirwa kuti simba rekuchaja reDC yekuchaja murwi rinowedzera ne10% gore rega rega. Inofungidzirwa kuti avhareji yekuchaja simba reruzhinji DC murwi muna 2023/2027 i166/244kW. Kuchaja module imwechete W mutengo: musika wepamba, uchiperekedzwa nekufambira mberi kwetekinoroji uye chiyero mhedzisiro, tichifunga kuti mutengo weiyo yekuchaja module inoderedzwa gore negore, uye kuderera kunononoka gore negore. Zvinotarisirwa kuti imwechete W mutengo we2023/2027 i0.12/0.08 yuan; Mutengo wekugadzira wakakwira kupfuura wepamba, uye mutengo weW imwechete unotarisirwa kunge wakapetwa kaviri pamusika wepamba. Zvichienderana nefungidziro dziri pamusoro, isu tinotarisira kuti panosvika 2027, iyo yepasi rose yekuchaja module musika nzvimbo ichave inosvika 54.9 bhiriyoni yuan, inoenderana ne45% CAGR kubva 2022-2027.