Pamene gawo loyamba la Chiwonetsero cha 135 cha Canton likutha, chizindikiro chomveka bwino chawonekera: pamsika wapadziko lonse lapansi wopikisana kwambiri wa inverter ndi malo osungiramo mphamvu, misika ya Asia-Africa-Latin America (AALA) ikukhala injini yofunika kwambiri yokulirakulira kwa makampani atsopano amagetsi aku China.
Kuyambira pa Epulo 15 mpaka 19, 2024, gawo loyamba la Chiwonetsero cha 135th China Import and Export Fair (Canton Fair) chinachitika ku Guangzhou. Malo onse owonetsera zinthu anafika mamita 1.55 miliyoni, ndipo makampani 29,000 adatenga nawo mbali. Gawo loyamba, lomwe linali ndi mutu wakuti "Advanced Manufacturing", linali ndi malo atsopano owonetsera mphamvu omwe akukulitsidwa kwambiri - chinthu chachikulu pa chiwonetserochi.
Kapangidwe ka Ogula Kakusintha: Gawo la AALA Likupitilira Kukwera
Deta yochokera ku Canton Fair iyi ikuwonetsa zomwe zikuchitika - misika yatsopano ikukhala gawo lofunikira kwambiri la chochitikachi.
Pofika kumapeto kwa Gawo 1, anthu obwera kudzagula zinthu kunja kwa dziko lapansi anafika pa 125,440, ochokera m'mayiko ndi m'madera 212, kuwonjezeka kwa chaka ndi chaka kwa 23.2%. Pakati pawo, ogula ochokera kumayiko a Belt and Road Initiative (BRI) anali 85,682, zomwe zikutanthauza kuti ndi 68.3% ya onse. Ogula ochokera ku Europe ndi United States anali 22,694 okha, osakwana 20%.
Chochititsa chidwi kwambiri n'chakuti, deta yolembetsa isanayambike inali itasonyeza kale izi. Chiwonetserocho chisanatsegulidwe, ogula omwe adalembetsa kale ochokera kumayiko a BRI adakwera ndi 45.9% pachaka, pomwe omwe adachokera ku Middle East adakula ndi 24.7%. Kuchuluka kwa kukula kumeneku kumaposa kwambiri komwe kumachokera kumisika ya ku Europe ndi America.
"Ogula aku Europe ndi America tsopano ndi ochepera 20%, pomwe makasitomala a AALA ali ndi mipando yoposa 70%." Kusintha kumeneku kumatanthauza kuti makampani atsopano amagetsi aku China ayenera kuganiziranso njira yawo yofutukula dziko lonse lapansi.
Deta Yotumizira Zinthu Zakunja Yatsimikizira Zomwe Zikuchitika: Kufunika kwa AALA Kukukula
Kusintha kwa kapangidwe ka ogula ku Canton Fair si chinthu chodziwika bwino - deta yotumiza zinthu kunja kwa inverter ikutsimikiziranso kukwera kwa misika ya AALA.
Malinga ndi deta ya kasitomu yaku China, kuyambira Januwale mpaka Marichi 2025, mtengo wa kutumiza ma inverter ku China unafika pa RMB 12.2 biliyoni, zomwe zinakwera ndi 6.6% pachaka. Ponena za madera otumizira kunja, Asia, Europe, ndi Latin America zinali misika itatu yapamwamba ya ma inverter aku China mu kotala yoyamba, zomwe zinali ndi 37%, 35%, ndi 12% ya zomwe zimatumizidwa kunja motsatana. Chochititsa chidwi n'chakuti, Asia yapambana Europe ngati msika waukulu kwambiri wotumizira ma inverter ku China.
South Asia idachita bwino kwambiri. Mu kotala yoyamba, China idatumiza ma inverter okwana RMB 1.01 biliyoni ku India, zomwe zidakwera ndi 72% pachaka, ndipo RMB 690 miliyoni ku Pakistan, zomwe zidakwera ndi 55%. India, Pakistan, Myanmar, UAE, ndi Saudi Arabia zinali malo asanu apamwamba kwambiri ku Asia omwe ma inverter aku China adapitako.
Kum'mwera chakum'mawa kwa Asia kunawonetsanso kukula kwakukulu: mu kotala loyamba, China inatumiza ma inverter okwana RMB 1.03 biliyoni ku Southeast Asia, kuwonjezeka kwa 47% pachaka.
Kuchokera ku "New Trio" kupita ku "Belt & Road": Mphamvu Zatsopano Zikuyenda Padziko Lonse Pamsangamsanga
Chidwi chachikulu pa mphamvu zatsopano kuchokera ku misika ya AALA chinatsimikizika mokwanira pa Canton Fair iyi. Midea Group idawonetsa ma inverter olumikizidwa ndi gridi imodzi ndi magawo atatu komanso mabatire amphamvu/otsika, pogwiritsa ntchito ukadaulo watsopano kuti akonze bwino kuwongolera mphamvu pakati pa kugwiritsa ntchito magetsi m'nyumba ndi makina osungira PV. Skyworth idalandira alendo opitilira 1,000 ochokera kumayiko ena ndi zopereka zake zatsopano zopangira zinthu zabwino kuphatikiza zamagetsi, zida zanzeru zapakhomo, ndi njira zosungira PV.
Izi zikuonekeranso kwambiri kunja kwa chiwonetserochi. Lipotilo lochokera ku CITIC Securities likusonyeza kuti magawo osungira mphamvu m'nyumba ndi m'mabizinesi akunja ali pamlingo wosintha, ndipo kufunikira kwa AALA "kufalikira kuchokera pagawo lililonse kupita kumadera onse". Likuyembekeza kuti makampani otsogola adzawona kusintha kwakukulu mu kotala lachiwiri la 2025, kupitirira zomwe msika ukuyembekezera. Mlembi wa Board wa Deye adanena momveka bwino kuti "misika yomwe ikubwera monga Pakistan, India, Philippines, ndi Myanmar ili ndi kufunikira kwakukulu komwe kumachitika chifukwa cha kusowa kwa magetsi kwakukulu, ndipo kampani yathu imapindula ndi kuyang'ana kwambiri misika yomwe ikubwerayi."
Ndipotu, mu 2025 misika ya AALA inali kale ndi 53% ya zinthu zomwe China imatumiza kunja - kuchuluka kwakukulu. Zinthu zosungiramo mphamvu m'nyumba ndi m'mabizinesi ndizoyenera kwambiri misika yatsopano yomwe ili ndi ma gridi amphamvu ofooka.
Mgwirizano wa "Belt & Road" pa Mphamvu Zobiriwira Ukupitirirabe Kukulirakulira
Kufunika kwakukulu kwa zinthu zatsopano zamagetsi m'misika ya AALA kukugwirizana kwambiri ndi kukulitsa mgwirizano wa mphamvu zobiriwira pansi pa Belt and Road Initiative.
Posachedwapa, mapulojekiti akuluakulu angapo ochokera ku makampani atsopano amagetsi aku China m'madera a AALA afulumira. Sineng Electric yasayina mgwirizano wopereka magetsi ndi PowerChina kuti ipereke mayankho athunthu a PV inverter ogwira ntchito bwino kwambiri pa projekiti ya dzuwa ya 100MW ku North Oman, yomwe ikuyembekezeka kuyambika kumapeto kwa chaka cha 2026. Chongqing Daelim Taiyang adachita pulojekiti yothandizidwa ndi boma ku Cuba - malo opangira magetsi a PV a 85MW okhala ndi malo osungira magetsi - omwe alumikizidwa bwino ku gridi, akuphimba madera ambiri ofunikira omwe amagwiritsa ntchito magetsi ku Cuba ndikugwira ntchito molumikizana ndi "kupanga PV + kumeta tsitsi + kubwezeretsa gridi".
Bungwe la Oman Investment Authority ndi Botswana Power Corporation asayina pangano logula magetsi kuti amange malo opangira magetsi a 500MW PV komanso njira yothandizira yosungira magetsi a batri a 500MW ku Maun, Botswana - pulojekiti yoyamba pansi pa mgwirizano wa mphamvu ya 3GW pakati pa mayiko awiriwa.
Kuyambira kutumizira kunja kwa ma inverter mpaka mapulojekiti akuluakulu osungira ma PV, makampani aku China akumanga njira yatsopano yopezera mphamvu m'misika ya AALA, kuphatikizapo zinthu, machitidwe, zida, ndi ntchito.
Zotsatira zake pa Makampani Atsopano a Mphamvu ku China
Chiwonetsero cha Canton ndi champhamvu kwambiri. Kukwera kwa makasitomala a AALA kumatanthauza kuti makampani atsopano amagetsi aku China ayenera kuyang'ananso njira zawo zakunja:
1. Kuyang'ana kwambiri pamsika kukusinthasintha. Kachitidwe kakale kotumiza kunja komwe kankalamulidwa ndi Europe ndi US kakusokonekera. Misika ya AALA tsopano ili ndi zoposa theka la ma inverter aku China omwe amatumizidwa kunja. Kwa makampani osungira ma inverter ndi magetsi, kufunika kwa misika ya AALA kuyenera kukwezedwa.
2. Kusintha zinthu n'kofunika kwambiri. Misika ya AALA nthawi zambiri imakhala ndi ma gridi amphamvu ofooka, zomwe zimapangitsa kuti zinthu zosungiramo zinthu m'nyumba ndi m'mabizinesi zikhale zoyenera. Monga momwe lipoti la CITIC Securities limanenera, zinthu zogulitsidwa "zimakwaniritsa bwino zosowa za misika yatsopano yokhala ndi zomangamanga zofooka za gridi". Komabe, kutentha kwambiri, fumbi, ndi nyengo zina zovuta zimafuna kusinthasintha kwamphamvu kwa chilengedwe.
3. Utumiki wa m'deralo ndi wofunika kwambiri. Makasitomala m'misika ya AALA amafuna thandizo lochulukirapo pambuyo pogulitsa, maphunziro aukadaulo, ndi zida zina kuposa misika yakale yaku Europe ndi America. Makampani omwe angapereke mayankho mwachangu komanso ntchito zakomweko adzapeza mwayi wopikisana.
4. Satifiketi ndi kutsatira malamulo sizinganyalanyazidwe. Miyezo ya satifiketi m'maiko a AALA imasiyana kwambiri ndi ya ku Europe ndi US. Kupeza satifiketi yamayiko ambiri msanga ndiye "tikiti yolowera" m'misika yatsopanoyi.
Mapeto
Gawo loyamba la Chiwonetsero cha 135 cha Canton latha, koma nkhani yatsopano ya mphamvu ya AALA ikungoyamba kumene.
Msika wa inverter wapadziko lonse lapansi ukuyembekezeka kuchepa ndi 2% mu 2025 ndikutsikanso ndi 9% kufika pa 523GW/AC mu 2026, zomwe zikukulitsa mpikisano m'misika yachikhalidwe. Poganizira kuchepa kwakanthawi kwa kufunikira kwa magetsi ku Europe ndi US, misika yatsopano ya AALA ikukhala njira yofunika kwambiri kwa makampani atsopano amagetsi aku China omwe akupita padziko lonse lapansi.
Kwa makampani osungira magetsi ndi magetsi aku China, misika ya AALA ndi nyanja yabuluu yofunikira ndalama zambiri. Pa Chiwonetsero cha Canton, Solarway New Energy idalandira makasitomala ambiri ochokera m'madera a AALA pa booth yake ya Electronics & Electricals (16.3H03) ndi booth ya New Energy (14.2G16). Kuyambira ma inverter ndi ma socket a mafakitale mpaka makina osungira magetsi ophatikizidwa, chidwi champhamvu chidapitilira nthawi yonse yowonetsera. Monga momwe Woyang'anira Wamkulu wa GAC Aion adanenera, "Ogula kunja kwa dziko, makamaka ochokera kumayiko a Belt and Road, ndi odalirika kwambiri."
Kusintha kwa dziko lapansi kwa mphamvu zatsopano kwangoyamba kumene.
Nthawi yotumizira: Epulo-21-2026