Falanqayn gaar ah oo ku saabsan warshadaha cusub ee module-ka dallacaadda ee saldhigga dallacaadda baabuurta tamarta ee ev

Qaybta dallacaadda: "Wadnaha" ee tuulmada dallacaadda DC waxay ka faa'iideysataa faafitaanka baahida, isbeddelka awoodda sarena waxaa la filayaa inuu keeno kororka
Qaybta dallacaadda: door ka ciyaar xakamaynta tamarta korontada iyo beddelka, kharashku wuxuu ka dhigan yahay 50%

"Wadnaha" qalabka dallacaadda DC wuxuu door ka ciyaaraa beddelka korontada. Qaybta dallacaadda waxaa loo isticmaalaa qalabka dallacaadda DC. Waa cutubka aasaasiga ah si loo xaqiijiyo isbeddelka korontada sida hagaajinta, inverter-ka, iyo shaandhada. Doorka ugu weyn waa in awoodda AC ee ku jirta shabakadda loo beddelo koronto DC ah oo lagu dallaci karo dallacaadda baytariga. Waxqabadka qaybta dallacaadda ayaa si toos ah u saameeya waxqabadka guud ee qalabka dallacaadda DC. Isla mar ahaantaana, waxay la xiriirtaa dhibaatada badbaadada dallacaadda. Waa qaybta ugu muhiimsan ee qalabka dallacaadda DC ee cusub ee gaariga tamarta. Waxaa loo yaqaan "wadnaha" qalabka dallacaadda DC. Qaybta sare ee qaybta dallacaadda waa inta badan jajabyada, aaladaha korontada, PCB iyo noocyada kale ee qaybaha. Qaybta hoose waa soo saaraha, hawl wadeennada iyo shirkadaha baabuurta ee qalabka dallacaadda DC. Marka laga eego aragtida isku-dhafka kharashka ee qaybta dallacaadda DC, kharashka qaybta dallacaadda waxay gaari kartaa 50%

Qaybaha ugu muhiimsan ee tuulmada dallacaadda, module-ka dallacaadda waa mid ka mid ah qaybaha ugu muhiimsan, laakiin wuxuu ka kooban yahay 50% kharashkiisa. Cabbirka module-ka dallacaadda iyo tirada module-yada ayaa go'aamiya awoodda awoodda tuulmada dallacaadda.

Tirada tiirarka dallacaadda ayaa sii kordhaysay, saamiga tiirarkuna si tartiib tartiib ah ayuu u yaraa. Iyada oo ah kaabayaal taageeraya gawaarida tamarta cusub, tirada tiirarka dallacaadda ayaa korodhay iyadoo kororka tirada baabuurta tamarta cusub. Saamiga tiirarka baabuurtu wuxuu tilmaamayaa saamiga tirada baabuurta tamarta cusub iyo tirada tiirarka dallacaadda. Waa tilmaame cabbira in tiirarka dallacaadda ay dabooli karto baahida dallacaadda gawaarida tamarta cusub. Aad ugu habboon. Ilaa dhammaadka 2022, gawaarida tamarta cusub ee dalkayga waxay lahaayeen 13.1 milyan oo baabuur, tirada tiirarka dallacaadda waxay gaartay 5.21 milyan oo unug, saamiga tiirarkuna wuxuu ahaa 2.5, taasoo ah hoos u dhac weyn oo ku yimid 11.6 sannadkii 2015.

Sida laga soo xigtay isbeddelka sii kordhaya ee gawaarida tamarta cusub mustaqbalka, baahida loo qabo dallacaadda degdegga ah ee awoodda sare leh waxay muujinaysaa koboc aad u daran, taasoo la macno ah in baahida loo qabo qaybaha dallacaadda ay si weyn u kordhi doonto, sababtoo ah awoodda sare waxay la macno tahay in qaybaha dallacaadda badan loo baahan yahay in si taxane ah loogu xidho. Sida laga soo xigtay tirada ugu dambeysay ee dallacaadda ee Shiinaha, saamiga gaadiidka dadweynaha ee Shiinaha waa 7.29: 1 Taas bedelkeeda, suuqa dibadda wuxuu ka badan yahay 23: 1, saamiga gaadiidka dadweynaha ee Yurub wuxuu gaarayaa 15.23: 1, dhismaha tuulmooyinka baabuurta dibaddana si dhab ah uma filna. Mustaqbalka, ha ahaato suuqa Shiinaha ama weli meel badan oo loogu talagalay kobaca suuqyada Yurub iyo Ameerika, tagista badda sidoo kale waa mid ka mid ah waddooyinka shirkadaha tuulmooyinka dallacaadda ee Shiinaha ay ku raadinayaan koboc.

MIDA waxay ku takhasustay horumarinta, soo saarista iyo iibinta qaybaha asaasiga ah ee qalabka dallacaadda DC ee baabuurta tamarta cusub. Badeecadaha ugu muhiimsan waa 15kW, 20KW, 30KW iyo 40KW modules dallacaadda. Waxaa inta badan loo isticmaalaa qalabka dallacaadda DC sida tuulmooyinka dallacaadda DC iyo armaajooyinka dallacaadda.

Saamiga tuulmooyinka DC ee tuulmooyinka dallacaadda dadweynaha ayaa si tartiib tartiib ah u kordhay. Dhammaadkii 2022, tirada tuulmooyinka dallacaadda dadweynaha ee dalkayga waxay ahayd 1.797 milyan oo unug, sanad-ilaa-sanad + 57%; kuwaas oo tuulmooyinka dallacaadda DC ay ahaayeen 761,000 unug, sanad-ilaa-sanad + 62%. Marka laga eego dhinaca saamiga, dhammaadka 2022, saamiga tuulmooyinka DC ee tuulmooyinka dallacaadda dadweynaha waxay gaareen 42.3%, taasoo ah koror dhan 5.7PCTs laga bilaabo 2018. Iyadoo shuruudaha baabuurta tamarta cusub ee hoos u dhacaya ay ku jiraan xawaaraha dallacaadda, mustaqbalka tuulmooyinka DC ayaa la filayaa inuu sii kordhiyo dallacaadda.

Iyada oo ay ugu wacan tahay isbeddelka dallacaadda awoodda sare leh, waxaa la filayaa in tirada qaybaha dallacaadda ay kordhaan. Iyada oo ay sabab u tahay baahida loo qabo dib-u-buuxinta degdegga ah, gawaarida cusub ee tamarta waxay u gudbaan goobo koronto oo sarreeya oo ka sarreeya 400V, awoodda dallacaaddana si tartiib tartiib ah ayay u korodhay, taasoo keentay gaabin weyn oo ku yimid waqtiga dallacaadda. Sida laga soo xigtay "Warqadda Cad ee Horumarinta Isbeddelka Kaabayaasha dallacaadda" ee Huawei oo ay sii daysay Huawei sannadkii 2020, iyadoo tusaale loo soo qaadanayo baabuurta rakaabka, Huawei waxaa la filayaa inay gaarto 350kW marka la gaaro 2025, waxayna qaadan doontaa oo keliya 10-15 daqiiqo in si buuxda loo dallaco. Marka laga eego qaab-dhismeedka gudaha ee tuulmooyinka dallacaadda DC, si loo gaaro dallacaadda awoodda sare leh, tirada isku xirka barbar socda ee module-ka dallacaadda ayaa loo baahan yahay in la kordhiyo. Tusaale ahaan, tuulmada dallacaadda 60kW waxay u baahan tahay 2 modules dallacaadda 30KW ee barbar socda, 120kW-na waxay u baahan tahay 4 modules dallacaadda 30KW si ay isugu xirmaan barbar socda. Sidaa darteed, si loo gaaro dallacaadda degdegga ah ee awoodda sare leh, isticmaalka modules-ka hore ayaa la horumarin doonaa.

Ka dib sannado badan oo tartan buuxa ah oo taariikhda ah, qiimaha modules-ka dallacaadda ayaa xasilloonaa. Ka dib sannado badan oo tartan suuqa ah iyo dagaal qiimo ah, qiimaha modules-ka dallacaadda ayaa si weyn hoos ugu dhacay. Sida laga soo xigtay xogta Machadka Cilmi-baarista Warshadaha Ganacsiga Shiinaha, qiimaha W ee hal mar ee module-ka dallacaadda sannadkii 2016 wuxuu ahaa qiyaastii 1.2 yuan. Sannadkii 2022, qiimaha module-ka dallacaadda W ayaa hoos ugu dhacay 0.13 yuan/W, 6-dii sano ee la soo dhaafayna wuxuu hoos u dhacay qiyaastii 89%. Marka laga eego isbeddelka qiimaha sannadihii la soo dhaafay, qiimaha hadda ee modules-ka dallacaadda ayaa xasilloonaa hoos u dhaca sanadlaha ahna waa xaddidan yahay.

Isbeddellada awoodda sare leh, qiimaha iyo faa'iidada module-ka dallacaadda ayaa la hagaajiyay. Inta awoodda module-ka dallacaadda ay sii badanayso, korontada badan ayaa soo saarta wax soo saarka inta lagu jiro waqtiga cutubka. Sidaa darteed, awoodda wax soo saarka ee tuulmada dallacaadda DC waxay u koraysaa jiho weyn. Awoodda module-ka dallacaadda hal mar ah waxaa laga soo bilaabo 3KW hore, 7.5kW, 15kW, ilaa jihada hadda ee 20kW iyo 30KW, waxaana la filayaa inay ku horumarto jihada codsiga ee 40KW ama heerka awoodda sare.

Booska Suuqa: Booska caalamiga ah ayaa la filayaa inuu ka bato 50 bilyan oo yuan sanadka 2027, taasoo u dhiganta 45% CAGR shanta sano ee soo socota
Iyada oo lagu saleynayo saadaasha ku-dallacaadda tiirarka dallacaadda ee "suuqa 100 bilyan, faa'iidada faa'iidada" (20230128), oo aan hore u sii deynay, iyadoo lagu saleynayo "suuqa 100 bilyan, faa'iidada faa'iidada" (20230128), booska suuqa module-ka dallacaadda adduunka waa Male-awaalka waa sidan soo socota: Celceliska awoodda dallacaadda ee tiirarka DC-ga dadweynaha: Isbeddellada awoodda sare, waxaa la qiyaasayaa in awoodda dallacaadda ee tiirarka dallacaadda DC ay kordho 10% sannad kasta. Waxaa lagu qiyaasaa in celceliska awoodda dallacaadda ee tiirarka DC-ga dadweynaha sanadka 2023/2027 uu yahay 166/244kW. Qiimaha hal W ee module-ka dallacaadda: suuqa gudaha, oo ay weheliso horumarka tignoolajiyada iyo saameynta miisaanka, iyadoo la malaynayo in qiimaha module-ka dallacaadda uu hoos u dhacayo sannadba sannadka ka dambeeya, hoos u dhacuna uu hoos u dhici doono sannadba sannadka ka dambeeya. Waxaa la filayaa in qiimaha hal W ee 2023/2027 uu yahay 0.12/0.08 yuan; Qiimaha wax soo saarku wuu ka sarreeyaa kan gudaha, qiimaha hal W-na waxaa la filayaa inuu noqdo labanlaab suuqa gudaha. Iyada oo lagu saleynayo mala-awaalka kor ku xusan, waxaan fileynaa in marka la gaaro 2027, booska suuqa ee module-ka dallacaadda adduunka uu noqon doono qiyaastii 54.9 bilyan yuan, oo u dhiganta 45% CAGR laga bilaabo 2022-2027.