Sezvo chikamu chekutanga cheCanton Fair yechi135 chasvika pakupera, chiratidzo chakajeka chabuda: mumusika wepasi rose we inverter nekuchengetedza simba uri kuramba uchikwikwidzana nhasi, misika yeAsia-Africa-Latin America (AALA) iri kuva injini yakakosha yekukura kwemakambani matsva emagetsi ekuChina.
Kubva musi wa15 kusvika 19 Kubvumbi, 2024, chikamu chekutanga che135th China Import and Export Fair (Canton Fair) chakaitirwa muGuangzhou. Nzvimbo yese yekuratidzwa yakasvika 1.55 miriyoni square metres, nemakambani anosvika 29,000 akatorwa. Chikamu chekutanga, chaive nedingindira rekuti "Advanced Manufacturing", chaive nenzvimbo itsva yekuratidzwa kwesimba yakawedzerwa zvakanyanya - chinhu chikuru chekuratidzira uku.
Magadzirirwo eMutengi Ari Kuchinja: Mugove weAALA Unoramba Uchikwira
Ruzivo kubva kuCanton Fair iyi rwunoratidza maitiro akakosha - misika iri kusimukira iri kuva chikamu chikuru chechiitiko ichi.
Pakupera kweChikamu chekutanga, vanhu vaipinda kunze kwenyika vakasvika 125,440, vachibva kunyika nematunhu mazana maviri negumi nemaviri, kuwedzera kwegore negore kwe23.2%. Pakati pavo, vatengi vanobva kunyika dzeBelt and Road Initiative (BRI) vaive 85,682, zvichiita 68.3% yehuwandu hwese. Vatengi vanobva kuEurope neUnited States vaive 22,694 chete, vari pasi pe20%.
Chinonyanya kukosha ndechekuti, ruzivo rwevanhu vasati vanyoresa rwakanga rwatoratidza izvi. Mutambo usati wavhurwa, vatengi vakanyoreswa kubva kunyika dzeBRI vakawedzera ne45.9% gore rega rega, ukuwo avo vanobva kuMiddle East vakawedzera ne24.7%. Kukura uku kwakapfuura zvikuru kune vanobva kumisika yeEurope neAmerica.
"Vatengi vekuEurope neAmerica ikozvino vane zvisingasviki 20%, nepo vatengi veAALA vachigara munzvimbo dzinopfuura 70%." Kuchinja uku kwechimiro kunoreva kuti makambani matsva emagetsi ekuChina anofanira kufunga patsva nezvehurongwa hwavo hwekuwedzera makambani pasi rose.
Data reInverter Export Rinosimbisa Maitikiro Acho: Kudiwa kweAALA Kuri Kuwedzera
Kuchinja kwehuwandu hwevatengi paCanton Fair hakusi chinhu chimwe chete - data rekutengesa zvinhu kunze kweinverter rinosimbisawo kukwira kwemisika yeAALA.
Sekureva kwedata rezvemitero yeChina, kubva muna Ndira kusvika munaKurume 2025, kukosha kwekutengesa ma inverter eChina kwakasvika RMB 12.2 bhiriyoni, zvichikwira ne6.6% pagore. Panyaya yenzvimbo dzinotengeswa kunze kwenyika, Asia, Europe, neLatin America ndidzo dzaive misika mitatu yepamusoro yevatengesi vekuChina mukota yekutanga, vachitora 37%, 35%, uye 12% yezvinhu zvinotengeswa kunze kwenyika zvichiteerana. Zvinoshamisa kuti Asia yadarika Europe semusika mukuru wekutengesa ma inverter eChina.
South Asia yakaita zvakanaka zvikuru. Mukota yekutanga, China yakatumira ma inverters eRMB 1.01 bhiriyoni kuIndia, yakawedzera ne72% pagore, uye RMB 690 miriyoni kuPakistan, yakawedzera ne55%. India, Pakistan, Myanmar, UAE, neSaudi Arabia ndidzo dzaive nzvimbo dzepamusoro shanu dzekuAsia dzema inverters eChina.
Southeast Asia yakaratidzawo kukura kwakasimba: mukota yekutanga, China yakatumira ma inverters eRMB 1.03 bhiriyoni kuSoutheast Asia, kuwedzera kwe47% pagore.
Kubva ku "New Trio" kuenda ku "Belt & Road": Simba Idzva Rinoenda Pasirose Nekukurumidza
Kufarira kukuru kwesimba idzva kubva kumisika yeAALA kwakasimbiswa zvizere paCanton Fair iyi. Midea Group yakaratidza ma inverters ane grid hybrid ane chikamu chimwe chete nechikamu chetatu uye mabhatiri ane voltage yakakwira/yakaderera, vachishandisa tekinoroji kuvandudza kutonga kwesimba pakati pekushandiswa kwemagetsi emumba uye masisitimu ekuchengetera PV. Skyworth yakagamuchira vashanyi vekune dzimwe nyika vanopfuura chiuru nezvigadzirwa zvayo zvitsva zvemhando yepamusoro zvinosanganisira midziyo yemagetsi yevatengi, midziyo yemumba yakangwara, uye mhinduro dzekuchengetera PV.
Maitiro aya anoonekwawo zvakanyanya kunze kwemutambo. Mushumo weCITIC Securities unoratidza kuti zvikamu zvekuchengetera simba remagetsi zvekunze kwenyika zviri padanho rekuchinja, nezvinodiwa neAALA "zvichipararira kubva panzvimbo imwe neimwe kuenda kunzvimbo dzese". Inotarisira kuti makambani anotungamira achaona kuvandudzwa kukuru mukota yechipiri ya2025, zvichipfuura zvinotarisirwa nemusika. Munyori weBhodhi reDeye akataura zvakajeka kuti "misika iri kusimukira yakaita sePakistan, India, Philippines, neMyanmar ine kudiwa kwakasimba kunokonzerwa nekushaikwa kwemagetsi kwakanyanya, uye kambani yedu inobatsirwa nekutarisa misika iyi iri kusimukira pakutanga."
Kutaura zvazviri, muna 2025 misika yeAALA yatove ne53% yezvinhu zvinotengeswa kunze kwenyika neChina - huwandu hwakawanda kwazvo. Zvigadzirwa zvekuchengetera simba remagetsi zvinogoverwa mudzimba nemabhizimisi zvakanyatsokodzera zvinodiwa nemisika iri kusimukira ine magridi emagetsi asina simba.
Kushandira pamwe kwe "Belt & Road" Green Energy Kunoramba Kuchiwedzera
Kudiwa kukuru kwezvigadzirwa zvitsva zvemagetsi mumisika yeAALA kwakabatana zvakanyanya nekusimba kwekushandira pamwe kwesimba rekuchengetedza zvakatipoteredza pasi peBelt and Road Initiative.
Munguva pfupi yapfuura, mapurojekiti makuru akawanda emakambani matsva emagetsi ekuChina munzvimbo dzeAALA akakurumidza. Sineng Electric yakasaina chibvumirano chekugovera nePowerChina kuti ipe mhinduro dzakakwana dzePV inverter dzinoshanda zvakanaka dzepurojekiti yezuva ye100MW muNorth Oman, inotarisirwa kutanga kushanda pakupera kwa2026. Chongqing Daelim Taiyang akaita chirongwa chinobatsirwa nehurumende cheCuba - chiteshi chemagetsi chePV che85MW chine nzvimbo yekuchengetera magetsi - chakabatanidzwa zvinobudirira kune grid, ichifukidza nzvimbo dzakawanda dzinoshandisa magetsi muCuba uye ichishanda nenzira yakabatana ye "PV generation + storage peak shaving + off-grid backup".
Oman Investment Authority neBotswana Power Corporation vakasaina chibvumirano chekutenga magetsi chekuvaka chiteshi chemagetsi che500MW PV pamwe nehurongwa hwekuchengetedza simba remabhatiri hwe500MW muMaun, Botswana - chirongwa chekutanga pasi pehurongwa hwekushandira pamwe kwesimba re3GW pakati penyika mbiri idzi.
Kubva pakutengeswa kwezvinhu zvinotengeswa ne inverter kusvika kumapurojekiti makuru ekuchengetera PV, makambani ekuChina ari kuvaka nzira itsva yemagetsi mumisika yeAALA, achifukidza zvigadzirwa, masisitimu, michina, uye masevhisi.
Zvazvinoreva kuMakambani eChina eSimba Idzva
Canton Fair inyaya yakanaka. Kuwanda kwevatengi veAALA zvinoreva kuti makambani matsva emagetsi ekuChina anofanirwa kuongororazve nzira dzavo dzekunze kwenyika:
1. Kutarisa pamusika kuri kuchinja. Maitiro ekutengesa kunze kwenyika aimbove achitongwa neEurope neUS ari kukanganiswa. Misika yeAALA ikozvino inodarika hafu yezvinotengeswa kunze kwenyika neChina. Kumakambani ekuchengetedza magetsi nemagetsi, chinangwa chikuru chemisika yeAALA chinofanira kusimudzirwa.
2. Kugadzirisa zvigadzirwa kwakakosha. Misika yeAALA inowanzova nemagrid emagetsi asina kusimba, zvichiita kuti zvigadzirwa zvekuchengetera zvinhu zvekugara uye zvemabhizinesi zvive zvakakodzera. Sezvinotaurwa neCITIC Securities report, zvigadzirwa zvakagoverwa "zvinogutsa zviri nani zvinodiwa nemisika iri kubuda ine grid infrastructure isina kusimba". Panguva imwe chete, tembiricha yakakwira, guruva, uye mamwe mamiriro ekunze akaoma zvinoda kuchinjika kwakasimba kwezvakatipoteredza.
3. Basa remuno rakakosha. Vatengi vari mumisika yeAALA vanoda rutsigiro rwakawanda mushure mekutengesa, kudzidziswa kwehunyanzvi, uye kuwanikwa kwezvikamu zvekuchengetedza kupfuura misika yekare yeEurope neAmerica. Makambani anogona kupa mhinduro nekukurumidza uye mabasa emuno achawana mukana wekukwikwidza.
4. Kupihwa zvitupa nekutevedzera mitemo hazvifanirwe kuregeredzwa. Mitemo yezvitupa munyika dzeAALA yakasiyana zvikuru neyemuEurope nemuUS. Kuwana zvitupa zvenyika dzakawanda nekukurumidza ndiyo "tikiti rekupinda" mumisika iyi iri kusimukira.
Mhedziso
Chikamu chekutanga cheCanton Fair yechi135 chapera, asi nyaya yesimba idzva reAALA ichangotanga.
Musika wepasi rose we inverter unotarisirwa kudzikira ne2% muna 2025 uye kudzikirazve ne9% kusvika pa523GW/AC muna 2026, zvichiwedzera makwikwi mumisika yekare. Zvichienderana nekuderera kwechinguva kwekudiwa kwemagetsi muEurope neUS, misika iri kubuda yeAALA iri kuva nzira huru kumakambani matsva emagetsi ekuChina ari kuenda pasi rose.
Kune makambani ekuChina anochengetedza magetsi nemagetsi, misika yeAALA inzvimbo yakanaka yekudyara mari yakawanda. Munguva yeCanton Fair, Solarway New Energy yakagamuchira vatengi vakawanda vanobva kumatunhu eAALA pachigaro chayo cheElectronics & Electricals (16.3H03) nechikwata cheNew Energy (14.2G16). Kubva kuma inverters nema industrial sockets kusvika kuma integrated energy storage systems, kubatanidzwa kwacho kwakaramba kuripo panguva yese yekuratidzwa. Sezvakataurwa naGeneral Manager weGAC Aion, "Vatengi vekune dzimwe nyika, kunyanya avo vanobva kunyika dzeBelt and Road, vane tariro huru."
Kugadziriswazve kwenzvimbo itsva yesimba pasi rose kwangotanga.
Nguva yekutumira: Kubvumbi-21-2026