Kusanthula kwapadera kwa makampani atsopano ochapira magalimoto amagetsi a ev

Gawo lochaja: "Mtima" wa mulu wa chaja wa DC umapindula ndi kufalikira kwa kufunikira kwa magetsi ndipo mphamvu zambiri zikuyembekezeka kuyambitsa kukwera kwa magetsi.
Gawo lolipiritsa: limagwira ntchito yowongolera ndi kusintha mphamvu zamagetsi, mtengo wake ndi 50%

"Mtima" wa zida zochapira za DC umagwira ntchito pakusintha magetsi. Gawo lochapira limagwiritsidwa ntchito mu zida zochapira za DC. Ndi gawo loyambira losinthira mphamvu monga kukonza, inverter, ndi fyuluta. Ntchito yayikulu ndikusandutsa mphamvu ya AC mu gridi kukhala magetsi a DC omwe amatha kuchajidwa ndi kuchaja kwa batri. Kugwira ntchito kwa gawo lochapira kumakhudza mwachindunji magwiridwe antchito onse a zida zochapira za DC. Nthawi yomweyo, zimagwirizana ndi vuto la chitetezo cha kuchaja. Ndi gawo lalikulu la zida zatsopano zochapira za DC zamagalimoto. Imadziwika kuti "mtima" wa zida zochapira za DC. Gawo lapamwamba la gawo lochapira makamaka ndi ma chips, zida zamagetsi, PCB ndi mitundu ina ya zigawo. Pansi pake ndi wopanga, ogwiritsa ntchito ndi makampani amagalimoto mu zida zochapira za DC. Kuchokera pamalingaliro a mtengo wa mulu wochapira wa DC, mtengo wa gawo lochapira ukhoza kufika 50%

Mu zigawo zapakati pa mulu wochapira, gawo lochapira ndi chimodzi mwa zigawo zazikulu, koma limawerengera 50% ya mtengo wake. Kukula kwa gawo lochapira ndi chiwerengero cha ma module zimatsimikiza mphamvu ya mphamvu ya mulu wochapira.

Kuchuluka kwa milu yochapira kunapitirira kukwera, ndipo chiŵerengero cha milu chinachepa pang'onopang'ono. Monga maziko othandizira magalimoto atsopano amphamvu, chiwerengero cha milu yochapira chawonjezeka ndi kuchuluka kwa magalimoto atsopano amphamvu. Chiŵerengero cha mulu wa magalimoto chikutanthauza chiŵerengero cha kuchuluka kwa magalimoto atsopano amphamvu ndi kuchuluka kwa milu yochapira. Ndi chizindikiro chomwe chimayesa ngati mulu wochapira ungakwaniritse kufunikira kwa kutchaja magalimoto atsopano amphamvu. Zosavuta kwambiri. Pofika kumapeto kwa chaka cha 2022, magalimoto atsopano amphamvu m'dziko langa anali ndi magalimoto 13.1 miliyoni, kuchuluka kwa milu yochapira kunafika mayunitsi 5.21 miliyoni, ndipo chiŵerengero cha milu chinali 2.5, kuchepa kwakukulu kwa 11.6 mu 2015.

Malinga ndi kuchuluka kwa magalimoto atsopano amphamvu mtsogolomu, kufunikira kwa kuyitanitsa mwachangu kwamphamvu kwambiri kukuwonetsa kukula kwakukulu, zomwe zikutanthauza kuti kufunikira kwa ma module oyitanitsa kudzawonjezeka kwambiri, chifukwa mphamvu zambiri zikutanthauza kuti ma module ambiri oyitanitsa ayenera kulumikizidwa motsatizana. Malinga ndi kuchuluka kwaposachedwa kwa ma pile oyitanitsa ku China, gawo la ma pile a magalimoto apagulu aku China ndi 7.29: 1 Mosiyana ndi zimenezi, msika wakunja ndi woposa 23: 1, chiŵerengero cha ma pile a magalimoto apagulu aku Europe chikufikira 15.23: 1, ndipo kumanga ma pile a magalimoto apagulu akumayiko ena sikukwanira kwenikweni. M'tsogolomu, kaya ndi msika waku China kapena pali malo ambiri okulira m'misika yaku Europe ndi America, kupita kunyanja ndi njira imodzi yomwe makampani aku China amayitanitsa kuti akule.

MIDA imagwira ntchito yokonza, kupanga, ndi kugulitsa zida zazikulu za DC charging tools m'magalimoto atsopano amphamvu. Zogulitsa zazikulu ndi ma module a 15kW, 20KW, 30KW ndi 40KW charging. Imagwiritsidwa ntchito makamaka mu DC charging tools monga ma DC charging piles ndi ma charging cabinet.

Chiŵerengero cha ma DC piles m'ma charger a anthu onse chawonjezeka pang'onopang'ono. Pofika kumapeto kwa chaka cha 2022, chiwerengero cha ma DC piles m'dziko langa chinali mayunitsi 1.797 miliyoni, chaka ndi chaka + 57%; mwa iwo, ma DC piles anali mayunitsi 761,000, chaka ndi chaka + 62%. Poganizira za chiwerengerocho, kumapeto kwa chaka cha 2022, chiwerengero cha ma DC piles m'ma charger a anthu onse chinafika pa 42.3%, kuwonjezeka kwa 5.7PCTs kuchokera mu 2018. Ndi zofunikira za magalimoto atsopano amphamvu pa liwiro la charger, tsogolo la ma DC piles likuyembekezeka kuwonjezeka kwambiri.

Malinga ndi chizolowezi cha kutchaja kwamphamvu kwambiri, kuchuluka kwa ma module ochaja kukuyembekezeka kuwonjezeka. Chifukwa cha kufunikira kobwezeretsanso mwachangu, magalimoto atsopano amphamvu akukula kukhala mapulatifomu amphamvu kwambiri opitilira 400V, ndipo mphamvu yochaja yawonjezeka pang'onopang'ono, zomwe zapangitsa kuti nthawi yochaja ichepe kwambiri. Malinga ndi "White Paper of the Development Trend of Charging Infrastructure" ya Huawei yomwe idatulutsidwa ndi Huawei mu 2020, potengera magalimoto okwera anthu mwachitsanzo, Huawei ikuyembekezeka kufika pa 350kW pofika chaka cha 2025, ndipo zidzatenga mphindi 10-15 zokha kuti itchajidwe mokwanira. Kuchokera pamalingaliro a kapangidwe ka mkati mwa ma DC charging piles, kuti ikwaniritse kutchaja kwamphamvu kwambiri, kuchuluka kwa maulumikizidwe ofanana a module yochaja kuyenera kuwonjezeredwa. Mwachitsanzo, mulu wa 60kW wochaja umafuna ma module awiri ochaja a 30KW kuti agwirizane, ndipo 120kW imafuna ma module anayi ochaja a 30KW kuti alumikizane mofanana. Chifukwa chake, kuti ikwaniritse kutchaja kwamphamvu kwambiri, kugwiritsa ntchito ma pre-modules kudzawongoleredwa.

Pambuyo pa zaka zambiri za mpikisano wonse m'mbiri, mtengo wa ma module ochapira wakhazikika. Pambuyo pa zaka zambiri za mpikisano wamsika ndi nkhondo yamitengo, mtengo wa ma module ochapira watsika kwambiri. Malinga ndi deta yochokera ku China Business Industry Research Institute, mtengo wa W umodzi wa module yochapira mu 2016 unali pafupifupi 1.2 yuan. Pofika mu 2022, mtengo wa module yochapira W watsika kufika pa 0.13 yuan/W, ndipo zaka 6 zatsika ndi pafupifupi 89%. Kuchokera pakusintha kwa mitengo m'zaka zaposachedwa, mtengo wamakono wa ma module ochapira wakhazikika ndipo kuchepa kwa pachaka kuli kochepa.

Pansi pa mphamvu zambiri, phindu ndi phindu la gawo lochapira lawonjezeka. Mphamvu ya gawo lochapira ikakhala yayikulu, mphamvu zamagetsi zimatuluka kwambiri panthawi ya unit. Chifukwa chake, mphamvu yotulutsa ya mulu wa DC charging ikukula mbali yayikulu. Mphamvu ya gawo limodzi lochapira imapangidwa kuyambira 3KW yoyambirira, 7.5kW, 15kW, mpaka 20kW ndi 30KW, ndipo ikuyembekezeka kukula mbali yogwiritsira ntchito mphamvu ya 40KW kapena yapamwamba.

Malo Ogulitsira: Malo apadziko lonse lapansi akuyembekezeka kupitirira 50 biliyoni yuan mu 2027, zomwe zikugwirizana ndi 45% CAGR m'zaka 5 zikubwerazi
Kutengera ndi kulosera kwa ma pile ochajira mu "msika wa 100 biliyoni, phindu la phindu" (20230128), komwe tidatulutsa kale, kutengera "msika wa 100 biliyoni, phindu la phindu" (20230128), msika wapadziko lonse lapansi wa module yochajira ndi lingaliro ili: Mphamvu yapakati yochajira ya mulu wa DC wa anthu onse: Munjira yamphamvu kwambiri, akuganiza kuti mphamvu yochajira ya mulu wa DC wochajira imawonjezeka ndi 10% pachaka. Akuti mphamvu yapakati yochajira ya mulu wa DC wa anthu onse mu 2023/2027 ndi 166/244kW. Mtengo wa single W wa module yochajira: msika wakunyumba, wotsatiridwa ndi kupita patsogolo kwaukadaulo ndi zotsatira zake, poganiza kuti mtengo wa single W wa 2023/2027 ndi 0.12/0.08 yuan; Mtengo wopanga ndi wokwera kuposa wapakhomo, ndipo mtengo wa single W ukuyembekezeka kukhala pafupifupi kawiri kuposa msika wapakhomo. Kutengera ndi zomwe tafotokozazi, tikuyembekeza kuti pofika chaka cha 2027, malo amsika wapadziko lonse lapansi wolipiritsa ma module adzakhala pafupifupi 54.9 biliyoni yuan, zomwe zikugwirizana ndi 45% CAGR kuyambira 2022-2027.