Tebchaws Europe thiab Tebchaws Meskaslub zog ciakev loj hlob ceev
Raws li lub hom phiaj ntawm "Bicarbon", lub zog tshiab uas sawv cev los ntawm PV tau pom kev loj hlob sai raws li txoj cai zoo.Nrog kev loj hlob ntawmlub zog ciathev naus laus zis thiab kev txo nqi, cov xwm txheej hauv tsev kuj tseem maj mam loj hlob mus rau qhov tseem ceeb ntawm kev siv hluav taws xob tshiab.Tshwj xeeb tshaj yog nyob rau hauv kev lag luam txawv teb chaws, cov nqi hluav taws xob hauv vaj tse txuas ntxiv nce nyob rau hauv kev lag luam ntawm tsev neeglub zog cia maj mam qhia, ua ke nrog kev pab nyiaj txiag ntawm tsoomfwv los txhawb nws txoj kev nrov nrov sai.
Los ntawm qhov xav tau, ntawm ib sab, qhov nce ntxiv ntawm cov nqi hluav taws xob ua rau muaj kev xav tau ntau ntxiv rau tsev neeg lub zog cia.Txij li thaum Russia-Ukrainian tsis sib haum xeeb, European lub teb chaws yog mired nyob rau hauv kev nce nqi thiab lub zog ntsoog, lub zog nqi mus ntxiv.Raws li Intercontinental Exchange (ICE) hauv London, tus nqi roj av yav tom ntej tau nce mus txog $ 2,861.6 ib 1,000 cubic meters thaum Lub Yim Hli 22, cov ntaub ntawv siab rau ntau lub European natural gas hubs, ncav cuag cov ntaub ntawv siab tshaj plaws txij li xyoo 1996.Kev txuas ntxiv nruj ntawm cov roj ntuj tau ua rau cov nqi hluav taws xob nce.Qhov no tau txhawb nqa kev siv hluav taws xob photovoltaic (PV) hauv cov xwm txheej hauv tsev, thiab tsev neeglub zog cia tau tawg.
Ntawm qhov tod tes, cov khoom siv hluav taws xob tsis zoo muaj kev ruaj ntseg tau galvanized nyob hauv qhov xav tau.Txawv teb chaws ib feem ntawm lub zej zog dispersed, tus nqi siab ntawm daim phiaj kev tsim kho thiab kev kho dua tshiab tom ntej yog tsis muaj zog, daim phiaj kev sib koom tes muaj peev xwm tsis muaj zog, tshwj xeeb tshaj yog nyob rau hauv huab cua huab cua, ntau yam ntawm cov hluav taws xob loj loj tshwm sim ntau zaus, kev ruaj ntseg ntawm cov khoom siv hluav taws xob. cov pej xeem txom nyem.Thiab tsev neeglub zog ciatuaj yeem muab hluav taws xob thaum muaj xwm txheej ceev thaum pej xeem lub zog hluav taws xob tsis ua haujlwm lossis lub zog tsis ruaj khov, txhim kho kev ruaj ntseg ntawm hluav taws xob.
Los ntawm cov khoom siv hluav taws xob, photovoltaic hauv kev siv thev naus laus zis, daim ntawv thov thiab lwm yam ntawm kev tsim cov txheej txheem ntau dua, thiab hauv qee thaj chaw tsim kho txawv teb chaws nrog rau kev nkag siab zoo.Nrog rau photovoltaic txoj kev loj hlob hom los ntawm kev pab nyiaj, tag nrho Internet nkag mus rau nws tus kheej kev lag luam tsav, nws tus kheej-generated siv tus kheej hloov, txhawb kev thov raulub zog ciamaj mam los ua ntej.
Raws li kev cuam tshuam ntawm kev sib kis, kev xa khoom tsis txaus thiab lwm yam, lub ntiaj teb tshiab tsev neeglub zog ciakev ua lag luam hauv 2021 tseem tuav txoj kev loj hlob siab, nrog rau qhov loj me me ntawm 18.3GW ntawm lub zog cia cov dej num hauv kev ua haujlwm, nce 185% xyoo-rau-xyoo.Ntawm lawv, Tebchaws Europe thiab Tebchaws Meskas tsev neeglub zog ciaHauv xyoo 2021, txhawm rau ua ob npaug ntawm qhov kev loj hlob txhua xyoo tau pom tias muaj kev loj hlob tawg.2021 US ntsia muaj peev xwm ntawmlub zog ciamus txog 3.51GW / 10.50GWh, quadrupled xyoo-rau-xyoo.Cov ntaub ntawv cuam tshuam qhia tau tias tag nrho cov peev txheej tshiab yuav ncav cuag 63.4GW / 202.5GWh hauv 2021-2026, ntawm cov tsev neeg tuaj yeem ncav cuag 4.9GW / 14.3GWh.
Kev sib tw hnyav ntawm cov lag luam hauv kev lag luam hauv tsevlub zog cia
Qhov kev thov sab thiab cov khoom siv sab nrauv tsim kom muaj kev lag luam kub, thiab cov tuam txhab lag luam thoob ntiaj teb kuj tseem ua kom cov qauv tsim ntawm tsev neeg.lub zog ciateb.Cov ntaub ntawv ntsig txog qhia tau tias tsev neeg TOP3lub zog ciaCov neeg muag khoom hauv 2021 yog Tesla, Pylon Technology thiab BYD, suav txog 18%, 14% thiab 11% raws li.
Txhawm rau ua kom kev lag luam ntawm tsev neeglub zog ciaNtxiv rau qhov tseem ceeb hauv kev ua lag luam, thaum Lub Xya Hli xyoo no, Tesla tau koom nrog California cov nqi hluav taws xob PG&E los tsim lub tshuab hluav taws xob tshiab, muab cov neeg siv Powerwall tsim nyog nrog kev txhawb nqa nyiaj ntawm $ 2 ib kWh.Nws tau tshaj tawm tias yuav muaj 50,000 Powerwall cov neeg siv tsim nyog tau txais cov nyiaj pab.Yog tias peb kwv yees los ntawm kev lag luam xav tau hluav taws xob thiab tus naj npawb ntawm cov neeg siv Powerwall, txhua lub sijhawm xa hluav taws xob, tus neeg siv yuav tau txais $ 10-60 hauv cov nyiaj tau los
Nyob rau tib lub sijhawm, txhawm rau tiv nrog kev loj hlob sai ntawm kev lag luam kev xav tau, cov tuam txhab lag luam hauv tsev kuj tseem ua kom muaj kev nthuav dav ntawm ntau lawm.Nyob rau lub Rau Hli xyoo no, Pylon Technology tau nrawm dua qhov kev nthuav dav ntawm cov tub ntxhais kawg ntawm qhov kev thov tshaj tawm cov khoom lag luam rau ib qho khoom tshwj xeeb kom nce tag nrho tsis pub tshaj 5 billion yuan, rau kev nqis peev hauv kev tsim kho txhua xyoo muaj peev xwm ntawm 10GWh core thiab system sib dhos ntau lawm kab thiab lwm yam khoom siv hauv tsev, lub hauv paus chaw ua haujlwm thiab industrialization puag qhov project thiab ntxiv peev nyiaj ua haujlwm.
Ib qho piv txwv yog Goodwe ib tug tho kev hauv tsevlub zog ciainverters, uas launched LynxHome F series high-voltagelub zog ciaCov roj teeb nrog cov qauv tsim, uas tuaj yeem paub txog kev sib xyaw ua ke ntawm 6.6-16kWh roj teeb muaj peev xwm nthuav dav, thiab tuaj yeem muab lub zog muaj zog rau cov khoom siv hauv tsev.Lub tuam txhab roj teeb PengHui lub zog hauv ib qho poob swoop los ua lub teb chawslub zog ciaroj teeb xa khoom hauv 2021 TOP2 cov tuam txhab, nws tau hais yav dhau los, lub tuam txhab tsev neeglub zog ciacov khoom xyoo tas los tau dhau daim ntawv pov thawj ntawm Tebchaws Europe thiab Australia, thiab tau txais ntau qhov kev txiav txim.
Tsev neeglub zog ciataug qab "ntev txoj kab nqes tuab daus"?
Kev lag luam feem ntau ntseeg tias xyoo no yog thawj xyoo ntawm lub xyoolub zog ciakev ua lag luam.Kev loj hlob ntawm tsev neeg tam sim nolub zog cia, kom cov lus no tau raug txheeb xyuas.Yog li ntawd, nyob rau hauv lub sij hawm ntev, tsev neeglub zog ciakev ua lag luam "txoj kab nqes" thiab nws yuav ntev npaum li cas?
Los ntawm qhov pom ntawm tus nqi ntawm kev siv vaj tse, tsev neeglub zog ciathiab tsev neeg photovoltaic txhawb kev lag luam ntau dua.Hauv ob xyoos dhau los, tsev neeg photovoltaic nkag mus tau nce ntau heev.Raws li Infolink txheeb cais, nws xav tias US thiab lub teb chaws Yelemees tsev neeg PV nkag mus yuav nce los ntawm 3.3% thiab 11.1% mus rau 6.6% thiab 21.5% nyob rau hauv 2025. Nyob rau tib lub sij hawm, lub US, lub teb chaws Yelemees lub optical cia integration nkag tau tus nqi kuj. kev txhim kho, yuav yog los ntawm 0.25% hauv 2020, 2.39%, mus rau 1.24% hauv 2025, 10.02%, txhawm rau txhim kho qhov nce ntawm 4.96 npaug, 4.19 npaug.
Optical cia nkag nkag tus nqi nce, yuav coj qee qhov chaw loj hlob rau tsev neeg lub zog cia.Thiab nrog kev nce hauv cov tsheb hluav taws xob thiab lwm yam khoom siv hluav taws xob, kev siv hluav taws xob ntawm cov neeg nyob hauv ib tus neeg kuj tseem yuav nce ntxiv, yog li txhawb kev txhim kho lub zog ntawm ib qho khoom siv kho qhov muag, nqa qhov chaw loj hlob ntawm kev lag luam.
Tam sim no, lub ntiaj teb no tsev neeglub zog ciaIncremental lag luam feem ntau yog concentrated nyob rau hauv cov teb chaws Europe thiab lub tebchaws United States sawv cev los ntawm lub teb chaws Yelemees thiab lub tebchaws United States, thiab nws txoj kev loj hlob yog tsav los ntawm txoj cai kev txhawb nqa, tsev neeg PV installation thiablub zog ciaKev nkag mus tau nce ntxiv.HIS Markit cov ntaub ntawv qhia tias xyoo 2020, cov tsev neeg thoob ntiaj teblub zog ciaFeem ntau yog tsom rau hauv Tebchaws Europe, Lub Tebchaws Yelemees, Ltalis, United Kingdom, nrog rau Nyiv, Australia, Tebchaws Asmeskas thiab lwm yam, nyob rau hauv uas cov tsev neeg ua kelub zog ciamuaj peev xwm ntawm lub teb chaws Yelemees, Tebchaws Meskas, Nyiv thiab Australia cov kev sib koom ua ke ntawm tsev neeglub zog ciance mus txog 74.8%.
Raws li cov ntaub ntawv 2021, hauv tsev neeglub zog cia Kev ua lag luam, Tesla, nrog nws cov khoom lag luam zoo tshaj plaws thiab cov txiaj ntsig zoo, suav txog 15% ntawm tsev neeg ntiaj teblub zog ciakev ua lag luam, ua raws li Pylon Technology, kev lag luam los ntawm Tuam Tshoj, nrog rau feem ntawm 13%.Tsis tas li ntawd, cov tuam txhab tsim khoom hauv tsev xws li GREAT POWER, TITHIUM, SUNGROW, DEYE, Goodwe, sofar New Energy, thiab lwm yam kuj tseem ua kom cov txheej txheem ntawm kev ua lag luam txawv teb chaws.
Feem ntau hais lus, ua tiav cov tsev neeglub zog ciasuav nrog photovoltaic,lub zog ciainverter,lub zog ciaroj teeb thiab lwm qhov chaw thiab cov khoom siv thiab lwm yam nqi, ntawm cov tseem ceeb tshaj plaws yog covlub zog ciaroj teeb thiablub zog ciainverter.2021 tus nqi kho vajtse nruab nrab ntawm tsev neeglub zog ciayog hais txog 2.8 yuan / Wh, raws li covlub zog ciaqhov nruab nrab tus nqi txhua xyoo poob ntawm 5% kev ntsuas, xav kom 2025 tsev neeglub zog ciakev lag luam loj txog 111.7 billion yuan.
Txij li xyoo no, qhov kev thov raulub zog ciacov khoom siv hauv Tebchaws Europe tau loj hlob zoo.Txhawm rau kom ntseeg tau cov khoom lag luam, Tuam Tshoj tuslub zog ciakev lag luam saw kuj teb sai.Kev lis kev cai txheeb cais qhia tau hais tias nyob rau hauv thawj ib nrab ntawm lub xyoo no, Tuam Tshoj lub exports ntawm lithium-ion roj teeb tau nce 36.8% xyoo-rau-xyoo, thiab export ntim ntawm inverters soared los ntawm 576.7% xyoo-rau-xyoo.Tam sim no, tsev neeglub zog cianrog cov roj teeb me me txuas ntxiv mus rau cov khoom luv luv, PV inverter manufacturers los ntawm cov thawj channel du xa khoom ntawmlub zog ciainverter cov khoom, muag tus nqi thiab profitability kom muaj qib siab, tsev neeglub zog ciacov khoom ua ib qho tseem ceeb ntawm txoj kev loj hlob ntawm nws cov kev ua tau zoo yav tom ntej.
Post lub sij hawm: Nov-28-2023