Kev tshuaj xyuas tshwj xeeb ntawm lub chaw them hluav taws xob tshiab rau lub tsheb EV charging module kev lag luam

Lub module them: Lub "plawv" ntawm DC charging pile tau txais txiaj ntsig los ntawm qhov kev thov nce ntxiv thiab qhov sib txawv ntawm lub zog siab yuav ua rau muaj kev nce ntxiv
Module them: ua lub luag haujlwm ntawm kev tswj hwm lub zog hluav taws xob thiab kev hloov pauv, tus nqi suav txog 50%

Lub "plawv" ntawm cov khoom siv them DC ua lub luag haujlwm tseem ceeb hauv kev hloov hluav taws xob. Lub module them yog siv rau hauv cov khoom siv them DC. Nws yog lub hauv paus tseem ceeb los ua kom muaj kev hloov pauv hluav taws xob xws li kev kho, inverter, thiab lim. Lub luag haujlwm tseem ceeb yog hloov lub zog AC hauv lub grid mus rau hauv hluav taws xob DC uas tuaj yeem them los ntawm kev them roj teeb. Kev ua haujlwm ntawm lub module them ncaj qha cuam tshuam rau kev ua haujlwm tag nrho ntawm cov khoom siv them DC. Tib lub sijhawm, nws muaj feem cuam tshuam nrog qhov teeb meem ntawm kev nyab xeeb them. Nws yog lub hauv paus tseem ceeb ntawm cov khoom siv them DC lub tsheb tshiab. Nws yog lub npe hu ua "plawv" ntawm cov khoom siv them DC. Sab saud ntawm lub module them feem ntau yog cov chips, cov khoom siv fais fab, PCB thiab lwm yam khoom. Sab hauv qab yog cov chaw tsim khoom, cov neeg ua haujlwm thiab cov tuam txhab tsheb hauv cov khoom siv them DC. Los ntawm qhov kev xav ntawm cov nqi ntawm DC them pawg, tus nqi ntawm lub module them tuaj yeem ncav cuag 50%.

Hauv cov khoom tseem ceeb ntawm lub pawg them, lub module them yog ib qho ntawm cov khoom tseem ceeb, tab sis nws suav txog 50% ntawm nws cov nqi. Qhov loj ntawm lub module them thiab tus lej ntawm cov modules txiav txim siab lub zog ntawm lub zog them pawg.

Tus nqi ntawm cov pawg them hluav taws xob tau nce ntxiv, thiab qhov piv ntawm pawg them hluav taws xob maj mam txo qis. Ua ib qho chaw txhawb nqa ntawm cov tsheb fais fab tshiab, tus lej ntawm cov pawg them hluav taws xob tau nce ntxiv nrog rau qhov nce ntawm cov tsheb fais fab tshiab. Qhov piv ntawm pawg tsheb yog hais txog qhov sib piv ntawm cov tsheb fais fab tshiab rau qhov ntau ntawm cov pawg them hluav taws xob. Nws yog ib qho cim qhia uas ntsuas seb pawg them hluav taws xob puas tuaj yeem ua tau raws li qhov xav tau rau kev them hluav taws xob ntawm cov tsheb fais fab tshiab. Yooj yim dua. Txij li thaum kawg ntawm xyoo 2022, kuv lub teb chaws cov tsheb fais fab tshiab muaj 13.1 lab lub tsheb, tus nqi ntawm cov pawg them hluav taws xob tau txog 5.21 lab units, thiab qhov piv ntawm pawg them hluav taws xob yog 2.5, qhov poob qis tseem ceeb ntawm 11.6 hauv xyoo 2015.

Raws li qhov sib txawv ntawm cov tsheb fais fab tshiab yav tom ntej, qhov kev thov rau lub zog siab ceev ceev qhia txog kev loj hlob sai, uas txhais tau tias qhov kev thov rau cov modules them yuav nce ntxiv heev, vim tias lub zog siab dua txhais tau tias ntau cov modules them yuav tsum tau txuas ua ke. Raws li tus lej tshiab tshaj plaws ntawm cov pawg them hauv Suav teb, qhov sib piv ntawm cov pawg tsheb pej xeem Suav yog 7.29: 1 Hauv kev sib piv, kev ua lag luam txawv teb chaws yog ntau dua 23: 1, qhov piv ntawm cov pawg tsheb pej xeem European ncav cuag 15.23: 1, thiab kev tsim cov pawg tsheb txawv teb chaws tsis txaus. Yav tom ntej, txawm tias nws yog kev ua lag luam Suav lossis tseem muaj ntau chav rau kev loj hlob hauv kev ua lag luam European thiab Asmeskas, kev mus rau hiav txwv kuj yog ib txoj hauv kev rau cov tuam txhab module them Suav nrhiav kev loj hlob.

MIDA tshwj xeeb hauv kev tsim, tsim khoom thiab muag cov khoom tseem ceeb ntawm DC them cov khoom siv hauv cov tsheb fais fab tshiab. Cov khoom tseem ceeb yog 15kW, 20KW, 30KW thiab 40KW them modules. Nws feem ntau yog siv rau hauv cov khoom siv them DC xws li DC them piles thiab cov txee them.

Qhov feem pua ​​ntawm cov DC piles hauv cov piles them pej xeem tau maj mam nce ntxiv. Txog rau thaum xaus ntawm xyoo 2022, tus naj npawb ntawm cov piles them pej xeem hauv kuv lub teb chaws yog 1.797 lab units, ib xyoos-rau-xyoo + 57%; ntawm cov uas, DC charging piles yog 761,000 units, ib xyoos-rau-xyoo + 62%. Los ntawm qhov kev xav ntawm qhov sib piv, thaum kawg ntawm xyoo 2022, qhov feem pua ​​ntawm DC piles hauv cov piles them pej xeem tau txog 42.3%, nce ntawm 5.7PCTs los ntawm 2018. Nrog rau qhov yuav tsum tau ua ntawm cov tsheb fais fab tshiab hauv qab ntawm qhov ceev them, yav tom ntej ntawm DC piles yuav nce ntxiv.

Nyob rau hauv qhov sib txawv ntawm kev them fais fab siab, tus nqi ntawm cov modules them yuav nce ntxiv. Tsav los ntawm qhov kev thov kom rov ua dua sai, cov tsheb fais fab tshiab tsim mus rau cov platforms hluav taws xob siab tshaj 400V, thiab lub zog them tau maj mam nce ntxiv, ua rau lub sijhawm them luv dua. Raws li Huawei "Daim Ntawv Dawb ntawm Kev Txhim Kho Kev Them Nyiaj Infrastructure" tso tawm los ntawm Huawei hauv xyoo 2020, coj cov tsheb thauj neeg ua piv txwv, Huawei xav tias yuav ncav cuag 350kW los ntawm xyoo 2025, thiab nws tsuas yog siv sijhawm 10-15 feeb kom them tag nrho. Los ntawm qhov kev xav ntawm cov qauv sab hauv ntawm DC them pawg, kom ua tiav kev them fais fab siab, tus lej ntawm kev sib txuas sib luag ntawm cov module them yuav tsum tau nce ntxiv. Piv txwv li, 60kW them pawg xav tau 2 30KW them modules rau kev sib luag, thiab 120kW xav tau 4 30KW them modules los txuas sib luag. Yog li ntawd, kom ua tiav kev them fais fab siab dua, kev siv cov pre-modules yuav raug txhim kho.

Tom qab ntau xyoo ntawm kev sib tw tag nrho hauv keeb kwm, tus nqi ntawm cov modules them tau ruaj khov. Tom qab ntau xyoo ntawm kev sib tw ua lag luam thiab kev ua tsov rog nqi, tus nqi ntawm cov modules them tau poob qis heev. Raws li cov ntaub ntawv los ntawm Tuam Tshoj Kev Lag Luam Kev Tshawb Fawb Lub Koom Haum, tus nqi ib zaug W ntawm cov module them hauv xyoo 2016 yog li 1.2 yuan. Los ntawm xyoo 2022, tus nqi ntawm cov module them W tau poob qis mus rau 0.13 yuan / W, thiab 6 xyoo txo ​​qis los ntawm kwv yees li 89%. Los ntawm qhov kev xav ntawm kev hloov pauv tus nqi hauv xyoo tas los no, tus nqi tam sim no ntawm cov modules them tau ruaj khov thiab kev poob qis txhua xyoo yog txwv.

Nyob rau hauv cov qauv fais fab siab, tus nqi thiab kev ua tau zoo ntawm lub module them tau zoo dua. Lub zog ntawm lub module them ntau dua, qhov hluav taws xob ntau dua qhov tso zis thaum lub sijhawm ua haujlwm. Yog li ntawd, lub zog tso zis ntawm DC charging pile tab tom txhim kho mus rau hauv qhov kev taw qhia loj dua. Lub zog ntawm ib lub module them tau tsim los ntawm 3KW thaum ntxov, 7.5kW, 15kW, mus rau qhov kev taw qhia tam sim no ntawm 20kW thiab 30KW, thiab nws xav tias yuav txhim kho mus rau hauv qhov kev taw qhia ntawm 40KW lossis qib fais fab siab dua.

Qhov chaw ua lag luam: Qhov chaw thoob ntiaj teb yuav tshaj 50 billion yuan hauv xyoo 2027, sib npaug rau 45% CAGR hauv 5 xyoos tom ntej
Raws li qhov kev kwv yees ntawm cov pawg them nqi hauv "100 billion kev ua lag luam, qhov nyiaj tau los ntawm cov nyiaj tau los" (20230128), uas peb tau tso tawm ua ntej, raws li "100 billion kev ua lag luam, qhov nyiaj tau los ntawm cov nyiaj tau los" (20230128), qhov chaw ua lag luam thoob ntiaj teb them module yog Qhov kev xav yog raws li nram no: Lub zog them nruab nrab ntawm cov pej xeem DC pawg: Hauv cov qauv hluav taws xob siab, nws xav tias lub zog them ntawm DC pawg them nce 10% txhua xyoo. Nws kwv yees tias lub zog them nruab nrab ntawm cov pej xeem DC pawg hauv xyoo 2023/2027 yog 166 / 244kW. Tus nqi them module ib W: kev ua lag luam hauv tsev, nrog rau kev nce qib hauv kev siv tshuab thiab cov teebmeem ntsuas, xav tias tus nqi ntawm cov module them nqi txo qis xyoo los ntawm xyoo, thiab qhov poob qis yuav qeeb xyoo los ntawm xyoo. Nws xav tias tus nqi ib W ntawm xyoo 2023/2027 yog 0.12 / 0.08 yuan; Tus nqi tsim khoom siab dua li hauv tebchaws, thiab tus nqi ntawm ib qho W yuav tsum yog kwv yees li ob npaug ntawm kev ua lag luam hauv tebchaws. Raws li cov kev xav saum toj no, peb xav tias los ntawm xyoo 2027, lub khw muag khoom them nqi thoob ntiaj teb yuav yog kwv yees li 54.9 billion yuan, sib npaug rau 45% CAGR txij li xyoo 2022-2027.