Ukuhlaziywa okukhethekile kwemboni yemojula yokushaja imoto entsha yamandla ev

Imojula yokushaja: “Inhliziyo” yenqwaba yokushaja kwe-DC izuza kusukela ekuqubukeni kwesidingo kanye nokuthambekela kwamandla aphezulu kulindeleke ukuthi kubangele ukukhuphuka.
Imojula yokushaja: dlala indima yokulawula amandla kagesi nokuguqulwa, izindleko zibalelwa ku-50%

"Inhliziyo" yemishini yokushaja ye-DC idlala indima ekuguquleni ugesi. Imojula yokushaja isetshenziswa kumishini yokushaja ye-DC. Iyunithi eyisisekelo yokuthola ukuguqulwa kwamandla njengokulungisa, i-inverter, nesihlungi. Indima eyinhloko ukuguqula amandla e-AC kugridi abe ugesi we-DC ongashajwa ngokushajwa kwebhethri. Ukusebenza kwemojuli yokushaja kuthinta ngqo ukusebenza kukonke kwemishini yokushaja ye-DC. Ngesikhathi esifanayo, kuhlobene nenkinga yokushaja ukuphepha. Iyingxenye eyinhloko yemishini yokushaja yemoto yamandla entsha ye-DC. Yaziwa ngokuthi “inhliziyo” yemishini yokushaja ye-DC. Okuphezulu kwemojuli yokushaja ikakhulukazi ama-chips, amadivaysi kagesi, i-PCB nezinye izinhlobo zezingxenye. Ezansi nomfula ngumkhiqizi, opharetha nezinkampani zezimoto eziku-DC ezishaja imishini yenqwaba. Ngokombono wokwakhiwa kwezindleko zenqwaba yokushaja ye-DC, izindleko zemojula yokushaja zingafinyelela ku-50%

Ezingxenyeni eziyinhloko zenqwaba yokushaja, imojula yokushaja ingenye yezingxenye eziyinhloko, kodwa ibala u-50% wezindleko zayo. Usayizi wemojula yokushaja kanye nenani lamamojula anquma amandla wenqwaba yokushaja.

Inani lezinqwaba zokushaja laqhubeka landa, futhi isilinganiso senqwaba sancipha kancane kancane. Njengengqalasizinda esekelayo yezimoto ezintsha ezisebenza ngamandla, isibalo sezinqwaba zokushaja senyukile ngokukhula kwenani lezimoto ezintsha ezisebenza ngamandla. Isilinganiso senqwaba yemoto sibhekisela esilinganisweni senani lezimoto zamandla amasha nenani lezinqwaba zokushaja. Kuyinkomba ekala ukuthi inqwaba eshajayo ingahlangabezana yini nesidingo sokushajwa kwezimoto ezintsha ezisebenza ngamandla. Elula kakhulu. Ekupheleni kuka-2022, izimoto ezintsha zamandla ezwe lami zinezimoto eziyizigidi ezingu-13.1, inani lenqwaba yokushaja lafinyelela amayunithi ayizigidi ezingu-5.21, kanti isilinganiso senqwaba sasingu-2.5, ukwehla okukhulu ku-11.6 ngo-2015.

Ngokusho komkhuba okhulayo wezimoto ezintsha zamandla esikhathini esizayo, isidingo sokushaja kwamandla asheshayo sibonisa ukukhula okuqhumayo, okusho ukuthi isidingo samamojula wokushaja sizokhula kakhulu, ngoba amandla aphezulu asho ukuthi amamojula amaningi wokushaja adinga ukuxhunywa ochungechungeni. Ngokwenombolo yakamuva yenqwaba yokushaja eChina, ingxenye yenqwaba yezimoto zomphakathi zaseShayina ingu-7.29: 1 Ngokuphambene, imakethe yaphesheya kwezilwandle ingaphezu kwe-23: 1, isilinganiso senqwaba yezimoto zomphakathi zaseYurophu sifinyelela ku-15.23: 1, nokwakhiwa izinqwaba zezimoto zaphesheya azanele. Esikhathini esizayo, kungakhathaliseki ukuthi imakethe yaseShayina noma kusekhona indawo enkulu yokukhula ezimakethe zaseYurophu nezaseMelika, ukuya olwandle kungenye yezindlela zezinkampani zamamojula zokushaja zaseShayina ukufuna ukukhula.

I-MIDA igxile ekuthuthukisweni, ekukhiqizeni nasekuthengisweni kwezingxenye ezibalulekile zemishini yokushaja ye-DC ezimotweni zamandla amasha. Imikhiqizo emikhulu ngamamojula wokushaja angu-15kW, 20KW, 30KW kanye nama-40KW. Isetshenziswa kakhulu kumishini yokushaja ye-DC efana nezinqwaba zokushaja ze-DC namakhabethe wokushaja.

Ingxenye yezinqwaba ze-DC ezinqwabeni zokushaja zomphakathi iye yanda kancane kancane. Ekupheleni kuka-2022, inani lenqwaba yokushaja komphakathi ezweni lami lalingamayunithi ayizigidi eziyi-1.797, unyaka nonyaka+57%; kuzo, izinqwaba zokushaja ze-DC zazingamayunithi angama-761,000, unyaka nonyaka+62%. ngokushesha. Ngokombono wengxenye, ekupheleni kuka-2022, ingxenye ye-DC izinqwaba ezinqwabeni zokushaja zomphakathi ifinyelele ku-42.3%, ukwanda kwama-5.7PCTs kusukela ngo-2018. ye-DC piles kulindeleke ukuthi iqhubeke nokwandisa ukukhuthazwa.

Ngaphansi komkhuba wokushajwa kwamandla aphezulu, inani lamamojula wokushaja kulindeleke ukuthi lenyuke. Iqhutshwa isidingo sokugcwaliswa kabusha ngokushesha, izimoto zamandla amasha zithuthukela kumapulatifomu kagesi aphezulu ngaphezu kuka-400V, futhi amandla okushaja aye anda kancane kancane, okuletha ukufinyezwa okukhulu kwesikhathi sokushaja. Ngokusho kwe-Huawei's "White Paper of the Development Trend of Charging Infrastructure" eyakhishwa ngabakwaHuawei ngo-2020, ithatha izimoto zabagibeli njengesibonelo, iHuawei kulindeleke ukuthi ifinyelele ku-350kW ngo-2025, futhi kuzothatha imizuzu engu-10-15 kuphela ukuthi ishajwe ngokugcwele. Ngokombono wesakhiwo sangaphakathi sezinqwaba zokushaja ze-DC, ukuze kuzuzwe ukushajwa kwamandla aphezulu, inani loxhumo oluhambisanayo lwemojula yokushaja lidinga ukwanda. Isibonelo, inqwaba yokushaja engu-60kW idinga amamojula wokushaja angu-2 30KW ngokuhambisana, futhi i-120kW idinga amamojula wokushaja angu-4 30KW ukuze ixhume ngokuhambisanayo. Ngakho-ke, ukuze kuzuzwe ukushaja okusheshayo kwamandla aphezulu, ukusetshenziswa kwamamojula angaphambili kuzothuthukiswa.

Ngemuva kweminyaka eminingi yokuncintisana okugcwele emlandweni, intengo yamamojula wokushaja izinzile. Ngemuva kweminyaka yokuncintisana kwemakethe kanye nempi yentengo, intengo yamamojula wokushaja yehle kakhulu. Ngokusho kwedatha evela e-China Business Industry Research Institute, inani le-W elilodwa lemojula yokushaja ngo-2016 lalilinganiselwa ku-1.2 yuan. Ngo-2022, intengo yemojula W yokushaja yehle yaba ngu-0.13 yuan/W, futhi iminyaka engu-6 yehle cishe ngo-89%. Ngokombono wezinguquko zentengo eminyakeni yamuva, intengo yamanje yamamojula wokushaja izinzile futhi ukwehla konyaka kunqunyelwe.

Ngaphansi kwezitayela zamandla aphezulu, inani kanye nenzuzo yemojuli yokushaja kuye kwathuthukiswa. Uma amandla emojuli yokushaja emakhulu, ugesi ukhipha okukhiphayo ngesikhathi seyunithi. Ngakho-ke, amandla okukhipha enqwaba yokushaja ye-DC athuthuka ngendlela enkulu. Amandla emojula yokushaja eyodwa athuthukiswa ukusuka ku-3KW, 7.5kW, 15kW, ukuya endaweni yamanje engu-20kW kanye no-30KW, futhi kulindeleke ukuthi athuthuke lapho kufakwa khona isicelo esingu-40KW noma izinga eliphezulu lamandla.

Indawo yemakethe: Isikhala somhlaba kulindeleke ukuthi sidlule ama-yuan ayizigidi eziyizinkulungwane ezingama-50 ngo-2027, ahambisane ne-CAGR engama-45% eminyakeni emi-5 ezayo.
Ngokwesisekelo sokubikezela kwezinqwaba zokushaja "emakethe yezigidigidi eziyi-100, umkhawulo wenzuzo yenzuzo" (20230128), esiyikhiphe ngaphambilini, ngokusekelwe "kumakethe wezigidigidi eziyi-100, umkhawulo wenzuzo yenzuzo" (20230128), i Isikhala semakethe semojula yokushaja yomhlaba wonke sithi I-hypothesis imi kanje: Amandla okushaja amaphakathi enqwaba ye-DC yomphakathi: Kumikhuba yamandla aphezulu, kuyacatshangwa ukuthi amandla okushaja enqwaba yokushaja ye-DC akhuphuka ngo-10% unyaka ngamunye. Kulinganiselwa ukuthi isilinganiso samandla okushaja enqwaba ye-DC yomphakathi ngo-2023/2027 angu-166/244kW. I-module yokushaja intengo eyodwa ye-W: imakethe yasekhaya, ehambisana nenqubekelaphambili yezobuchwepheshe kanye nemiphumela yesikali, kucatshangwa ukuthi intengo yemodyuli yokushaja iyehla unyaka nonyaka, futhi ukwehla kuzokwehla unyaka nonyaka. Kulindeleke ukuthi inani le-W elilodwa lika-2023/2027 libe ngu-0.12/0.08 yuan; Izindleko zokukhiqiza ziphezulu kunezasekhaya, futhi intengo ye-W single kulindeleke ukuthi ibe cishe kabili imakethe yasekhaya. Ngokusekelwe kulokhu kucatshangelwa okungenhla, silindele ukuthi ngo-2027, indawo yemakethe yemojula yokushaja yomhlaba wonke izoba cishe ama-yuan ayizigidi eziyizinkulungwane ezingama-54.9, ehambelana no-45% CAGR kusukela ngo-2022-2027.