Uhlalutyo olukhethekileyo loshishino lwemodyuli entsha yokutshaja isithuthi samandla ev

Imodyuli yokutshaja: "Intliziyo" ye-DC yokutshaja izibonelelo zemfumba ukusuka ekuqhambukeni kwemfuno kwaye amandla aphezulu kulindeleke ukuba angenise ukunyuka.
Imodyuli yokutshaja: dlala indima yolawulo lwamandla ombane kunye nokuguqulwa, iindleko zibalelwa kwi-50%

"Intliziyo" ye-DC yokutshaja izixhobo idlala indima ekuguquleni umbane. Imodyuli yokutshaja isetyenziswa kwisixhobo sokutshaja se-DC. Yiyunithi esisiseko ukuqonda uguqulo lwamandla olufana nokulungiswa, i-inverter, kunye nesihluzo. Indima ephambili kukuguqula amandla e-AC kwigridi ibe ngumbane weDC onokuhlawulwa ngokutshaja ibhetri. Ukusebenza kwemodyuli yokutshaja kuchaphazela ngokuthe ngqo ukusebenza ngokubanzi kwezixhobo zokutshaja ze-DC. Ngelo xesha, inxulumene nengxaki yokutshaja ukhuseleko. Licandelo eliphambili lesixhobo sokutshaja isithuthi samandla esitsha seDC. Yaziwa ngokuba “yintliziyo” yezixhobo zokutshaja ze-DC. Umphezulu wemodyuli yokutshaja ubukhulu becala ziitshiphusi, izixhobo zombane, iPCB kunye nezinye iintlobo zamacandelo. Umlambo osezantsi ngumenzi, abaqhubi kunye neenkampani zemoto kwi-DC ebiza izixhobo zemfumba. Ukusuka kumbono wokwakhiwa kweendleko ze-DC yokutshaja imfumba, ixabiso lemodyuli yokutshaja inokufikelela kwi-50%

Kwiindawo eziphambili zemfumba yokuhlawula, imodyuli yokutshaja yenye yezinto eziphambili, kodwa yenza i-50% yeendleko zayo. Ubungakanani bemodyuli yokutshaja kunye nenani leemodyuli zinquma amandla ombane wemfumba yokutshaja.

Inani leemfumba zokutshaja laqhubeka likhula, kwaye umlinganiselo weemfumba wehla ngokuthe ngcembe. Njengesiseko esixhasayo sezithuthi zamandla amatsha, inani leemfumba zokutshaja liye landa ngokunyuka kwenani lezithuthi zamandla amatsha. Umlinganiselo wemfumba yemoto ubhekiselele kumlinganiselo wexabiso lezithuthi zamandla amatsha ukuya kumyinge weemfumba zokutshaja. Sisalathiso esilinganisa ukuba ingaba imfumba yokutshaja ingahlangabezana nemfuno yokutshaja izithuthi zamandla amatsha. Iluncedo ngakumbi. Ekupheleni kuka-2022, izithuthi zamandla amatsha elizwe lam zineemoto ze-13.1 yezigidi, inani leemfumba zokutshaja zafikelela kwi-5.21 yezigidi zeeyunithi, kwaye umlinganiselo wemfumba wawuyi-2.5, ukwehla okukhulu kwi-11.6 ngo-2015.

Ngokwendlela eyongeziweyo yezithuthi zamandla amatsha kwixesha elizayo, imfuno yokutshaja ngokukhawuleza kwamandla aphezulu ibonisa ukukhula okuqhumayo, oku kuthetha ukuba imfuno yeemodyuli zokutshaja iya kwanda kakhulu, kuba amandla aphezulu athetha ukuba iimodyuli ezininzi zokutshaja kufuneka ziqhagamshelwe kuthotho. Ngokwenani lamva nje leemfumba zokutshaja e-China, umlinganiselo weemfumba zezithuthi zikawonke-wonke zaseTshayina yi-7.29: 1 Ngokwahlukileyo, imarike yaphesheya kwezilwandle ingaphezulu kwe-23: 1, umlinganiselo wezithuthi zikawonkewonke zaseYurophu ufikelela kwi-15.23: 1, kunye nokwakhiwa Iimfumba zeemoto zaphesheya azanelanga. Kwixesha elizayo, nokuba yimarike yaseTshayina okanye kusekho indawo eninzi yokukhula kwiimarike zaseYurophu nezaseMelika, ukuya elwandle kukwayenye yeendlela zeenkampani zaseTshayina zokutshaja iimodyuli zokukhangela ukukhula.

I-MIDA igxile ekuphuhliseni, ekuveliseni nasekuthengisweni kwezinto eziphambili ze-DC zokutshaja izixhobo kwizithuthi zamandla amatsha. Iimveliso eziphambili ziyi-15kW, 20KW, 30KW kunye neemodyuli zokutshaja ezingama-40KW. Isetyenziswa ikakhulu kwizixhobo zokutshaja ze-DC ezifana neemfumba zokutshaja ze-DC kunye neekhabhathi zokutshaja.

Umyinge weemfumba ze-DC kwiimfumba zokutshaja zoluntu ziye zanda kancinci. Ukuza kuthi ga ekupheleni kuka-2022, inani leemfumba zokutsalwa koluntu kwilizwe lam laliyi-1.797 yezigidi zeeyunithi, unyaka-ngonyaka + 57%; kuzo, iimfumba zokutshaja ii-DC bezingama-761,000 eeyunithi, unyaka-ngonyaka + 62%. ngokukhawuleza. Ukususela kumbono womlinganiselo, ekupheleni kwe-2022, umlinganiselo weemfumba ze-DC kwiimfumba zokuhlawula uluntu zifikelele kwi-42.3%, ukwanda kwe-5.7PCTs ukusuka kwi-2018. Iimfumba ze-DC kulindeleke ukuba zinyuse ngakumbi ukukhuthaza.

Ngaphantsi kwendlela yokutshaja kwamandla aphezulu, inani leemodyuli zokutshaja kulindeleke ukuba linyuke. Iqhutywa yimfuno yokuzaliswa kwakhona ngokukhawuleza, iimoto zamandla amatsha zikhula ukuya kumaqonga ombane aphezulu ngaphezulu kwe-400V, kwaye amandla okutshaja aye anda kancinci, oku kuzisa ukucutha okubalulekileyo kwexesha lokutshaja. Ngokutsho kweHuawei "Iphepha elimhlophe leNdlela yoPhuhliso lweZiseko zokuTshaja" ekhutshwe yiHuawei ngo-2020, ethatha iimoto zabahambi njengomzekelo, iHuawei kulindeleke ukuba ifikelele kwi-350kW ngo-2025, kwaye iya kuthatha imizuzu eyi-10-15 ukuba ihlawulwe ngokupheleleyo. Ngokombono wesakhiwo sangaphakathi se-DC yokutshaja iimfumba, ukufezekisa ukutshaja kwamandla aphezulu, inani lokudityaniswa kwemodyuli yokutshaja kufuneka linyuswe. Umzekelo, imfumba yokutshaja engama-60kW ifuna iimodyuli zokutshaja ezingama-2 30KW ngokunxuseneyo, kwaye i-120kW idinga iimodyuli zokutshaja ezingama-4 30KW ukuze ziqhagamshelane ngokufana. Ke ngoko, ukufezekisa ukutshaja kwamandla okukhawulezayo, ukusetyenziswa kweemodyuli zangaphambili kuya kuphuculwa.

Emva kweminyaka yokhuphiswano olupheleleyo kwimbali, ixabiso leemodyuli zokutshaja lizinzile. Emva kweminyaka yokhuphiswano lweemarike kunye nemfazwe yexabiso, ixabiso leemodyuli zokutshaja liye lahla kakhulu. Ngokutsho kwedatha evela kwi-China Business Industry Research Institute, ixabiso le-W elilodwa lemodyuli yokutshaja ngo-2016 yayimalunga ne-1.2 yuan. Ngo-2022, ixabiso lemodyuli yokutshaja i-W iye yehla ukuya kwi-0.13 yuan / W, kwaye iminyaka eyi-6 yehla malunga ne-89%. Ukususela kumbono wokutshintsha kwexabiso kwiminyaka yamuva, ixabiso langoku leemodyuli zokutshaja liye lazinza kwaye ukuhla konyaka kulinganiselwe.

Ngaphantsi kweendlela eziphezulu zamandla, ixabiso kunye nenzuzo yemodyuli yokutshaja iphuculwe. Amandla amakhulu emodyuli yokutshaja, kokukhona umbane ukhupha imveliso ngexesha leyunithi. Ke ngoko, amandla emveliso yemfumba yokutshaja yeDC aphuhla kwicala elikhulu. Amandla emodyuli enye yokutshaja aphuhliswe ukusuka ekuqaleni kwe-3KW, 7.5kW, 15kW, ukuya kwicala langoku le-20kW kunye ne-30KW, kwaye kulindeleke ukuba iphuhlise kwicala lesicelo se-40KW okanye inqanaba eliphezulu lamandla.

Indawo yeMarike: Indawo yehlabathi kulindeleke ukuba idlule kwi-50 yeebhiliyoni zeeyuan ngo-2027, ihambelana ne-45% CAGR kwiminyaka emi-5 ezayo.
Ngokwesiseko sokubikezelwa kweemfumba zokutshaja "kwi-100 yeebhiliyoni zeemarike, umda wenzuzo yenzuzo" (20230128), esasiyikhuphe ngaphambili, ngokusekelwe "kwi-100 yeebhiliyoni zeemarike, umda wenzuzo yenzuzo" (20230128), i Isithuba semodyuli yokutshaja yehlabathi jikelele yile Ingqikelelo ngolu hlobo lulandelayo: Umlinganiselo wamandla wokutshaja wemfumba ye-DC yoluntu: Kwiindlela zamandla aphezulu, kucingelwa ukuba amandla okutshaja emfumba yokutshaja ye-DC anda nge-10% ngonyaka. Kuqikelelwa ukuba umndilili wamandla okutshaja kwimfumba ye-DC yoluntu ngo-2023/2027 yi-166/244kW. Ukutshaja imodyuli enye ixabiso le-W: imarike yasekhaya, ihamba kunye nenkqubela phambili yezobuchwepheshe kunye nemiphumo yesikali, ucinga ukuba ixabiso lemodyuli yokutshaja liyancipha unyaka nonyaka, kwaye ukuhla kuya kuncipha unyaka nonyaka. Kulindeleke ukuba ixabiso le-W elilodwa lika-2023/2027 yi-0.12/0.08 yuan; Iindleko zokwenziwa kwemveliso ziphezulu kunezasekhaya, kwaye ixabiso le-W eyodwa lilindeleke ukuba liphindwe kabini kwimarike yasekhaya. Ngokusekwe kwezi ngcinga zingentla, silindele ukuba ngo-2027, indawo yemodyuli yokutshaja yehlabathi iya kuba malunga ne-54.9 yeebhiliyoni zeeyuan, ehambelana ne-45% CAGR ukusuka ngo-2022-2027.