Uhlalutyo olukhethekileyo lweshishini lemodyuli yokutshaja yezithuthi zamandla ezintsha

Imodyuli yokutshaja: "Intliziyo" yenqwaba yokutshaja yeDC ixhamla ngokuqhambuka kwemfuno kwaye kulindeleke ukuba umkhwa wamandla aphezulu ukhokelele ekunyukeni
Imodyuli yokutshaja: dlala indima yokulawula amandla ombane kunye nokuguqulwa kwawo, iindleko zixabisa i-50%

"Intliziyo" yezixhobo zokutshaja ze-DC idlala indima ekuguqulweni kombane. Imodyuli yokutshaja isetyenziswa kwizixhobo zokutshaja ze-DC. Yiyunithi esisiseko yokwenza utshintsho lwamandla olufana nokulungiswa, i-inverter, kunye nesihluzi. Indima ephambili kukuguqula amandla e-AC kwigridi abe ngumbane we-DC onokutshaja ngokutshaja ibhetri. Ukusebenza kwemodyuli yokutshaja kuchaphazela ngokuthe ngqo ukusebenza ngokubanzi kwezixhobo zokutshaja ze-DC. Kwangaxeshanye, kunxulumene nengxaki yokhuseleko lokutshaja. Licandelo eliphambili lesixhobo esitsha samandla se-DC. Saziwa ngokuba "yintliziyo" yezixhobo zokutshaja ze-DC. Inxalenye ephezulu yemodyuli yokutshaja ikakhulu ziitships, izixhobo zamandla, ii-PCB kunye nezinye iintlobo zezinto. Ezantsi ngumvelisi, abaqhubi kunye neenkampani zeemoto kwizixhobo zokutshaja ze-DC. Ngokwembono yokwakheka kweendleko zenqwaba yokutshaja ye-DC, iindleko zemodyuli yokutshaja zinokufikelela kwi-50%

Kwiindawo eziphambili zenqwaba yokutshaja, imodyuli yokutshaja yenye yezona zinto ziphambili, kodwa ixabisa i-50% yexabiso layo. Ubungakanani bemodyuli yokutshaja kunye nenani leemodyuli kumisela amandla enqwaba yokutshaja.

Inani leenqwaba zokutshaja laqhubeka likhula, kwaye umlinganiselo weenqwaba wehla kancinci kancinci. Njengesiseko esixhasayo sezithuthi zamandla amatsha, inani leenqwaba zokutshaja liye landa ngokonyuka kwenani lezithuthi zamandla amatsha. Umlinganiselo wenqwaba yemoto ubhekisa kumlinganiselo wenani lezithuthi zamandla amatsha kumlinganiselo weenqwaba zokutshaja. Luphawu olulinganisa ukuba inqwaba yokutshaja ingahlangabezana na neemfuno zokutshaja kwezithuthi zamandla amatsha. Kulula ngakumbi. Ukusukela ekupheleni kuka-2022, izithuthi zamandla amatsha zelizwe lam zazinezithuthi ezili-13.1 lezigidi, inani leenqwaba zokutshaja lafikelela kwiiyunithi ezizizigidi ezi-5.21, kwaye umlinganiselo weenqwaba wawuyi-2.5, ukwehla okukhulu kwi-11.6 ngo-2015.

Ngokwendlela ekhulayo yokunyuka kwezithuthi ezintsha zamandla kwixesha elizayo, imfuno yokutshaja ngokukhawuleza kwamandla aphezulu ibonisa ukukhula okukhulu, oko kuthetha ukuba imfuno yeemodyuli zokutshaja iya kwanda kakhulu, kuba amandla aphezulu athetha ukuba iimodyuli zokutshaja ezininzi kufuneka ziqhagamshelwe ngokulandelelana. Ngokwenani lamva nje leenqwaba zokutshaja eTshayina, umlinganiselo weenqwaba zezithuthi zikawonkewonke zaseTshayina yi-7.29: 1 Ngokwahlukileyo koko, imakethi yaphesheya ingaphezulu kwe-23: 1, umlinganiselo weenqwaba zezithuthi zikawonkewonke zaseYurophu ufikelela kwi-15.23: 1, kwaye ukwakhiwa kweenqwaba zezithuthi zaphesheya akwanelanga. Kwixesha elizayo, nokuba yimakethi yaseTshayina okanye kusekho indawo enkulu yokukhula kwiimakethi zaseYurophu naseMelika, ukuya elwandle kukwayenye yeendlela iinkampani zeemodyuli zokutshaja zaseTshayina ezifuna ukukhula.

I-MIDA igxile ekuphuhliseni, ekuveliseni nasekuthengiseni izinto eziphambili zezixhobo zokutshaja ze-DC kwizithuthi ezintsha zamandla. Iimveliso eziphambili ziimodyuli zokutshaja ze-15kW, 20KW, 30KW kunye ne-40KW. Isetyenziswa kakhulu kwizixhobo zokutshaja ze-DC ezifana neenqwaba zokutshaja ze-DC kunye neekhabhathi zokutshaja.

Umlinganiselo wee-DC piles kwiipali zokutshaja zikawonke-wonke uye wanda kancinci kancinci. Ukusukela ekupheleni kuka-2022, inani lee-public piles zokutshaja kwilizwe lam yayiyi-1.797 yezigidi zeeyunithi, unyaka nonyaka + 57%; apho, ii-DC piles zokutshaja zaziyi-761,000 iiyunithi, unyaka nonyaka + 62%. ngokukhawuleza. Ngokwembono yomlinganiselo, ekupheleni kuka-2022, umlinganiselo wee-DC piles kwiipali zokutshaja zikawonke-wonke ufikelele kwi-42.3%, ukunyuka kwe-5.7PCTs ukusuka ngo-2018. Ngenxa yeemfuno zezithuthi ezintsha zamandla ezisezantsi kwisantya sokutshaja, ikamva lee-DC piles kulindeleke ukuba linyuke ngakumbi.

Phantsi komkhwa wokutshaja ngamandla aphezulu, kulindeleke ukuba inani leemodyuli zokutshaja linyuke. Ngenxa yemfuno yokuphinda kuzaliswe ngokukhawuleza, iimoto ezintsha zamandla ziphuhliswa zibe ngamaqonga aphezulu ombane ngaphezulu kwe-400V, kwaye amandla okutshaja anyuke kancinci kancinci, nto leyo ebangela ukuncitshiswa okukhulu kwexesha lokutshaja. Ngokwe-"White Paper of the Development Trend of Charging Infrastructure" yeHuawei eyakhutshwa yiHuawei ngo-2020, xa ithatha iimoto zabakhweli njengomzekelo, iHuawei kulindeleke ukuba ifikelele kwi-350kW ngo-2025, kwaye kuya kuthatha imizuzu eli-10-15 kuphela ukuba itshajwe ngokupheleleyo. Ngokwembono yesakhiwo sangaphakathi seepile zokutshaja zeDC, ukuze kufezekiswe ukutshaja kwamandla aphezulu, inani loqhagamshelo oluhambelanayo lwemodyuli yokutshaja kufuneka lonyuswe. Umzekelo, ipile yokutshaja engama-60kW ifuna iimodyuli zokutshaja ezingama-2 ze-30KW ukuze zitshajwe ngokulinganayo, kwaye i-120kW ifuna iimodyuli zokutshaja ezingama-4 ze-30KW ukuze ziqhagamshelwe ngokufanayo. Ke ngoko, ukuze kufezekiswe ukutshaja ngamandla aphezulu, ukusetyenziswa kweemodyuli zangaphambili kuya kuphuculwa.

Emva kweminyaka yokhuphiswano olupheleleyo kwimbali, ixabiso leemodyuli zokutshaja lizinzile. Emva kweminyaka yokhuphiswano lwemarike kunye nemfazwe yamaxabiso, ixabiso leemodyuli zokutshaja lehle kakhulu. Ngokwedatha evela kwi-China Business Industry Research Institute, ixabiso le-W enye yemodyuli yokutshaja ngo-2016 yayimalunga ne-1.2 yuan. Ngo-2022, ixabiso lemodyuli yokutshaja u-W lehle laya kwi-0.13 yuan/W, kwaye iminyaka emi-6 yehle malunga ne-89%. Ngokwembono yotshintsho lwamaxabiso kwiminyaka yakutshanje, ixabiso langoku leemodyuli zokutshaja lizinzile kwaye ukwehla konyaka kulinganiselwe.

Phantsi kweendlela zamandla aphezulu, ixabiso kunye nenzuzo yemodyuli yokutshaja iphuculwe. Okukhona amandla emodyuli yokutshaja emakhulu, kokukhona umbane uphuma ngakumbi ngexesha leyunithi. Ke ngoko, amandla okukhupha enqwaba yokutshaja yeDC aphuhliswa kwicala elikhulu. Amandla emodyuli yokutshaja enye aphuhliswa ukusuka kwi-3KW yokuqala, 7.5kW, 15kW, ukuya kwicala langoku le-20kW kunye ne-30KW, kwaye kulindeleke ukuba aphuhliswe kwicala lokusetyenziswa le-40KW okanye kwinqanaba eliphezulu lamandla.

Indawo yemarike: Indawo yehlabathi kulindeleke ukuba idlule kwi-50 yeebhiliyoni zeeyuan ngo-2027, ehambelana ne-45% CAGR kwiminyaka emi-5 ezayo.
Ngokusekelwe kwingqikelelo yeenqwaba zokutshaja kwi "marike yeebhiliyoni ezili-100, umda wenzuzo" (20230128), esasiyikhuphe ngaphambili, ngokusekelwe kwi "marike yeebhiliyoni ezili-100, umda wenzuzo" (20230128), indawo yemarike yemodyuli yokutshaja yehlabathi yi Ingcamango yile ilandelayo: Amandla okutshaja aphakathi enqwaba yeDC kawonkewonke: Kwiindlela zamandla aphezulu, kucingelwa ukuba amandla okutshaja enqwaba yokutshaja yeDC ayanda nge-10% ngonyaka ngamnye. Kuqikelelwa ukuba amandla okutshaja aphakathi enqwaba yeDC kawonkewonke ngo-2023/2027 yi-166/244kW. Ixabiso lemodyuli yokutshaja i-single W: imakethi yasekhaya, ehamba nenkqubela phambili yetekhnoloji kunye neziphumo zesikali, kucingelwa ukuba ixabiso lemodyuli yokutshaja liyancipha unyaka nonyaka, kwaye ukwehla kuya kuncipha unyaka nonyaka. Kulindeleke ukuba ixabiso le-single W ka-2023/2027 yi-0.12/0.08 yuan; Iindleko zokuvelisa ziphezulu kunezasekhaya, kwaye ixabiso le-single W kulindeleke ukuba libe malunga nephindwe kabini kunemarike yasekhaya. Ngokusekelwe kwiingqikelelo ezingentla, silindele ukuba ngo-2027, indawo yemarike yemodyuli yokutshaja yehlabathi iya kuba malunga ne-54.9 yeebhiliyoni zeerandi, ehambelana ne-45% CAGR ukusuka ngo-2022 ukuya ku-2027.