Energy Storage Industry Strategy Muna 2023: Ramangwana Rave Pano

Energy Storage Industry Strategy Muna 2023: Ramangwana Rave Pano

1. Mafemu ekuchengetedza simba epamusoro anosimbisa

Zvinoenderana nehunhu hwekusimudzira indasitiri yekuchengetera simba, patani yekusimudzira yakaumbwa, ine lithium iron phosphate mabhatiri senzira huru, mabhatiri e-sodium-ion anokurumidza kukwirisa sechinotsiva chikamu, uye nzira dzakasiyana dzebhatiri dzinowedzera mumwe nemumwe.Nekuwedzera kuri kuda kwekugara uye hukuru hwekuchengetera, kukura kwebhatiri rekuchengetedza simba tekinoroji ichavandudzwa zvakare, uye mutengo webhatiri unotarisirwa kudzikira.Iyo yakazara simba rekuchengetedza bhatiri indasitiri yakatarisana zvakanyanya, nemabhizinesi anotungamira anotora chikamu chikuru chemusika.

2. Inverters yekuchengetedza magetsi inokura nokukurumidza

Parizvino, huwandu hwekutakura hwema inverters huri kuramba huchikura nekukurumidza, uye micro-inverters inoverengera chikamu chikuru.Iyo inverter midstream inonyanya kupa simba rekuchengetedza inverters yakagadziridzwa kune akasiyana maapplication mamiriro, asi hapana mhedziso yemusika mutungamiri.Nekuburitswa kwehukuru hwakakura hwekuchengetedza simba muChina uye nekuvhurwa kwemhiri kwemakungwa misika mikuru yekuchengetedza, iyokuchengetedza simba inverter bhizinesi inotarisirwa kupinda munguva yakakurumidza.

3. Kutonhora kwekuchengetedza magetsi kunokura zvishoma nezvishoma

Nekuenderera mberi kwekusimudzira kwemusika wemagetsi ekuchengetedza magetsi, musika wekudzora tembiricha wakaonawo kukura kwakanyanya.Mune ramangwana, nekuwedzera kwehuwandu hwepamusoro-yepamusoro uye yakakwirira-chiyero chekuchengetedza simba rekushandisa, zvakanakira zvemvura inotonhorera masisitimu ane yakanyanya kupisa kupisa kwekuita uye kukurumidza kukurumidza kuchave kwakakurumbira, kukurumidza kupinda.Kuenzaniswa nemhepo-inotonhorera masisitimu, mvura yekutonhodza masisitimu inopa hupenyu hwebhatiri hwakatsiga, kugona kwepamusoro, uye kunyatso kudzora tembiricha.Zvinofanotaurwa kuti panosvika 2025, mwero wekupinda kwemvura inotonhorera masisitimu uchasvika 45%.

4. Batanidza pakati pekuchengetera imba yekune dzimwe nyika, chengetedzo yemumba yakakura.

Masisitimu ekuchengetedza magetsi akakamurwa kuita kumberi-kwe-mamita uye kuseri kwemamita zvikumbiro.Mberi-ye-mamita mashandisirwo akapararira, neChina, United States, neEurope zvakanyanya kutarisisa mabhizinesi epamberi pemamita.KuChina, kumberi-kwe-mamita kunyorera kwakaverengera 76% yesimba remumba rekuisa chengetedzo yekuisa reshiyo muna 2021. Kuseri kwemamita mabhizinesi anosiyana-siyana pakutarisa pakati penyika, nechiyero chekupinda che10% chekuchengetera kwakakura mukati. China uye 5% yekuchengetedza pekugara.Misika yekumhiri kwemakungwa inonyanya kutariswa nekuchengetedza dzimba.Muna 2021, huwandu hwakaiswa hwekuchengetedza simba rekugara muUnited States hwakawedzera ne67%, ukuwo zvekutengesa nemaindasitiri simba rekuchengetedza rakadzikira ne24%.

5. Market Analysis Of Energy Storage

Mumakore achangopfuura, mabhindauko akakura akaitwa muhunyanzvi hwekuchengetedza simba senge lithium-ion mabhatiri, kuyerera mabhatiri, sodium-ion mabhatiri, akadzvanywa simba rekuchengetedza mweya, uye giravhiti rekuchengetedza simba.Indasitiri yekuchengetera magetsi epamba muChina yapinda muchikamu chakasiyana chekusimudzira uye inotarisirwa kutora chinzvimbo chekutungamira pasi rose mune ramangwana.

5.1 Mabhatiri ekuchengetedza simba

Panyaya yemabhatiri ekuchengetedza simba, simba repasi rose rekuchengetedza bhatiri rekuisa uye chiyero chekukura chave kuwedzera gore negore, paine kudiwa kukuru mumusika wepasi rose wekuchengetedza bhatiri.China yekuchengetera magetsi lithium bhatiri kubuda yave kuramba ichiwedzera, uye mutengo welithium iron phosphate mabhatiri pa kilowatt-awa unotarisirwa kudzikira.Inotungamirwa negwara remitemo uye tekinoroji tekinoroji iteration, iyo musika wepasi weiyo magetsi ekuchengetedza mabhatiri ine yakakura budiriro mukana uye yakafara kudiwa, ichifambisa kuwedzera kunoramba kuchienderera kwesimba rekuchengetedza bhatiri kudiwa.

5.2 Simba rekushandura Systems

Panyaya yePCS (Sitimu Yekushandurwa Kwesimba), maitiro epasirese akanangana nekubatanidzwa kwe photovoltaic uye simba rekuchengetedza inverters, iyo inopindirana zvakanyanya nekugara grid-yakasungwa inverters.Magetsi ekuchengetedza magetsi ane yakakosha premium, uye mwero wekupinda kwema microinverters mumusika wakagoverwa unotarisirwa kuramba uchivandudza.Mune ramangwana, sezvo chikamu chesimba rekuchengetedza masimba chinowedzera, iyo PCS indasitiri ichapinda nekukurumidza nhanho yekuwedzera.

5.3 Simba rekuchengetedza tembiricha kutonga

Panyaya yesimba rekuchengetedza tembiricha kutonga, kukura kwakanyanya kwema electrochemical simba rekuchengetedza masisitimu kuri kutyaira nekukurumidza kusimudzira kwesimba rekuchengetedza tembiricha kutonga.Pakazosvika 2025, chiyero chemusika weChina chemagetsi ekuchengetedza tembiricha yekudzora tembiricha yemusika unotarisirwa kusvika 2.28-4.08 bhiriyoni yuan, inoenderana avhareji yegore yekukura kwechikamu che77% uye 91% kubva 2022 kusvika 2025. uye yakakwirira-chiyero chekuchengetedza simba maapplication anowedzera, yakakwirira zvinodiwa zvichaiswa pane tembiricha kutonga.Liquid kutonhora, seyepakati-kusvika-refu-refu tekinoroji mhinduro, inotarisirwa kuwedzera zvishoma nezvishoma chiyero chekupinda mumusika, neyakafanotaurwa 45% musika wemugove panosvika 2025.

5.4 Dziviriro yemoto uye kuchengetedza simba

Panyaya yekudzivirira moto uye kuchengetedza simba, mabhizinesi eChina anotungamira ekuchengetedza simba mumunda wekudzivirira moto masisitimu ane kamuri yakakosha yekuvandudza musika.Parizvino, kudzivirira kwemoto kunoda kusvika 3% yemutengo wekuchengetedza simba.Nechikamu chakakwirira chemhepo uye simba rezuva rakabatanidzwa kune gridhi, kushandiswa kwesimba rekuchengetedza simba kuchakurumidza kuwedzera, zvichiita kuti kuwedzere kudiwa kwekudzivirira moto uye kuwedzera kunowirirana kwechikamu chemari yekudzivirira moto.

China inonyanya kutarisisa hukuru-hukuru hwekuchengetedza simba, nepo misika yekunze inotarisa pakuchengetedza simba rekugara.Muna 2021, chikamu chemushandisi-parutivi simba rekuchengetedza muChina chekuchengetedza simba idzva chakasvika 24%, zvichiratidza kukosha kwayo.Panyaya yezviitiko zvekushandisa, nzvimbo dzekutengeserana uye dzemaindasitiri uye mapaki eindasitiri ane ruzhinji rwakakwana, aine chikamu chakasanganiswa cheinopfuura 80%, zvichivaita iwo maapplication emushandisi-padivi rekuchengetedza simba.


Nguva yekutumira: Kubvumbi-27-2023