1300 MWh!Huawei Wapambana Ntchito Yaikulu Kwambiri Yosungira Mphamvu Padziko Lonse!

Pa Okutobala 16, 2021 Global Digital Energy Summit idachitika ku Dubai.Pamsonkhanowu, Huawei Digital Energy Technology Co., Ltd. ndi Shandong Electric Power Construction Third Engineering Co., Ltd. adasaina bwino polojekiti ya Saudi Red Sea New City Energy Storage Project.Maphwando awiriwa adzagwira ntchito limodzi kuti athandize Saudi Arabia kumanga mphamvu zoyera padziko lonse Ndi malo obiriwira obiriwira.

Akuti kuchuluka kwa mphamvu zosungiramo mphamvu za polojekitiyi kukufika pa 1,300MWh, yomwe ndi projekiti yayikulu kwambiri padziko lonse lapansi yosungiramo mphamvu komanso projekiti yayikulu kwambiri padziko lonse lapansi yosungira mphamvu popanda gridi.

Malinga ndi malipoti, Red Sea New City Energy Storage Project ndi projekiti yofunikira yomwe ikuphatikizidwa mu dongosolo la Saudi Arabia la "Vision 2030".Wopanga ndi ACWA Power ndipo kontrakitala wa EPC ndi Shandong Power Construction No. 3 Company.Red Sea New City, yomwe ili m'mphepete mwa Nyanja Yofiira, imadziwikanso kuti "mzinda wa m'badwo watsopano".M'tsogolomu, magetsi a mumzinda wonsewo adzachokera ku mphamvu zatsopano.

Makampani osungiramo mphamvu adabweretsa zopindulitsa "zapawiri".

Ogwira ntchito m'mafakitale ali ndi maganizo akuti: "Kusungirako magetsi ndi msana wa njanji ziwiri za madola thililiyoni kumanzere kuti zithandizire mphamvu zoyera monga "kutentha, magetsi, ndi haidrojeni", ndi mabatire akumanja ndi magalimoto atsopano.

Pambuyo pazaka zoposa khumi zachitukuko, makampani osungira mphamvu pakali pano ali kumayambiriro kwa malonda ndi ntchito zazikulu.Komabe, dzikolo ndi msika wapereka ndemanga zokhazikika pamalingaliro awo, kutanthauza kuti, "chiyembekezo chonse cha msika wosungira mphamvu."Izi zikutanthauza kuti makampani osungira mphamvu akubweretsa phindu la "awiri".

Choyamba, ndondomeko zabwino.Huawei adanenanso kuti kuyambira pano, mayiko 137 padziko lonse lapansi adzipereka ku "kusalowerera ndale kwa kaboni".Izi zidzakhala mgwirizano waukulu wapadziko lonse womwe sunachitikepo ndi kale lonse, ndipo udzabweretsanso mwayi wochuluka wopezera ndalama pazinthu za mphamvu zongowonjezwdwa komanso zobiriwira.

Monga tonse tikudziwira, njira yaikulu yokwaniritsira cholinga chachikulu cha kusalowerera ndale kwa carbon ndi kupanga magwero a mphamvu zowonjezereka monga photovoltaics ndi mphamvu za mphepo kuti zilowe m'malo mwa mphamvu zakufa.Mphamvu za Photovoltaic ndi mphepo ndizomwe zimachitika pakanthawi kochepa ndipo zimayenera kudalira kusungirako mphamvu.Mphamvu ya photovoltaic ndi mphepo ikakwanira, mphamvu zamagetsi zimasungidwa, ndipo mphamvu yosungidwa imatulutsidwa ikafunika.

Zitha kuwoneka kuti kufunikira kwaukadaulo wamakampani osungira mphamvu pakukula kwapadziko lonse lapansi kumawonekera.

Pa Julayi 23, National Development and Reform Commission ndi National Energy Administration idapereka mwalamulo "Maganizo Otsogolera pa Kupititsa patsogolo Kusungirako Mphamvu Zatsopano", zomwe zidadzutsa nkhani monga kufotokozera momwe msika wodziyimira pawokha wosungirako mphamvu zatsopano ndi kuwongolera mtengo wamakina osungira mphamvu zatsopano;panthawi imodzimodziyo, zikuwonekeratu kuti Pofika chaka cha 2025, kusintha kwa mphamvu zatsopano zosungirako mphamvu kuchokera ku gawo loyamba la malonda kupita ku chitukuko chachikulu kudzakwaniritsidwa, ndipo mphamvu yoyika idzafika pa kilowatts oposa 30 miliyoni.Zikutanthauza kuti msika wosungira mphamvu watsala pang'ono kubweretsa mwayi watsopano wa chitukuko.

Izi ndi mfundo zaposachedwa kwambiri mdziko muno pamakampani osungira mphamvu.

Chachiwiri, msika uli ndi chiyembekezo.CCTV Finance idanenapo kale kuti malinga ndi ziwerengero zosakwanira, theka loyamba la 2021, kuchuluka kwa mphamvu zatsopano zosungiramo mphamvu zatsopano zapakhomo zidapitilira 10GW, zomwe zikuwonjezeka chaka ndi chaka kuposa 600%.Ndipo kuchuluka kwa ma projekiti okhala ndi sikelo yokulirapo idafika ku 34, 8.5 kuwirikiza chaka chatha, kukhudza zigawo 12 m'dziko lonselo.

Mphamvu yoyikidwa ya 10GW ikuwonetsa kuti mafakitale osungira mphamvu akukula mofulumira.Komabe, poyerekeza ndi zomwe tafotokozazi za "kukhazikitsa mphamvu zatsopano zosungira mphamvu zopitirira ma kilowati 30 miliyoni pofika 2025", pali kusiyana katatu ndi chipinda chachikulu cha kukula.

CICC inanena kuti msika wapadziko lonse wamagetsi osungira mphamvu zamagetsi ndi waukulu.Pankhani ya cholinga chodziwika bwino cha kusalowerera ndale kwa kaboni, dziko lapansi lathandizira kusintha kuchokera kumagetsi kupita ku mphamvu zoyera, zomwe zikuyendetsa kukula kwachangu kwa kufunikira kosungirako mphamvu ngati ukadaulo wothandizira pagululi.M'misika yakunja, motsogozedwa ndi ndondomeko ndi kubwezeredwa kwakukulu komwe kumabwera chifukwa cha njira zamagetsi zomwe zimayendetsedwa ndi msika, ntchito zosungiramo mphamvu zapeza bwino zachuma.

CICC ikuyerekeza kuti pofika chaka cha 2030, kutumiza kwamagetsi padziko lonse lapansi kudzafika pa 864GWh, molingana ndi msika wa batire wa 885.7 biliyoni wa yuan, womwe uli ndi malo opitilira 30 kukula poyerekeza ndi 2020.

Guosheng Securities adati kusungirako mphamvu kukuyembekezeka kubweretsa kukula mwachangu.Kuyambira theka lachiwiri la 2021, mothandizidwa ndi kufulumizitsa kusintha kwamphamvu kwamagetsi, mfundo zosungira mphamvu zapakhomo zakhazikitsidwa pang'onopang'ono.Munthawi ya 14th Year Plan Plan, bizinesi yaku China yosungira mphamvu iyamba kukula mwachangu.Pofika chaka cha 2025, mphamvu yokhazikitsidwa yosungiramo mphamvu zatsopano idzawonjezeka kuchokera kumapeto kwa 2020. Pafupifupi 3GW inawonjezeka kufika ku 30GW, pozindikira kusintha kwa kusungirako mphamvu zatsopano kuchokera ku gawo loyamba la malonda kupita ku chitukuko chachikulu.

CITIC Securities ikuneneratu kuti kupindula ndi kulimbikitsa kosalekeza kwa chitetezo cha mfundo, kufulumizitsa kumangidwa kwa machitidwe atsopano amagetsi, kupititsa patsogolo kayendedwe ka magetsi ndi kutsika kosalekeza kwa ndalama, makampani osungira mphamvu adzabweretsa nthawi yachitukuko chofulumira panthawi ya " Nthawi ya 14 ya Mapulani a Zaka zisanu”.

Makampani opanga magetsi atsopano amathamangira kumalo osungirako mphamvu

Ponena za makampani opanga mphamvu zatsopano, Tesla iyenera kunenedwa.Kuphatikiza pa magalimoto amagetsi, mphamvu zongowonjezedwanso ndi imodzi mwamabizinesi ofunikira a Tesla.Zotsirizirazi zimaphatikizapo mphamvu za dzuwa ndi kusungirako mphamvu.Pakalipano, pali zinthu zitatu zomwe zimagwiritsidwa ntchito: Powerwall (mabatire osungira mphamvu zapakhomo), Powerpack (zogulitsa zamagetsi), ndi Megapack (zogulitsa zamagetsi).

Pakati pawo, Megapack imatha kusunga mpaka 3mwh pagawo lililonse, lomwe limadziwika kuti ndi imodzi mwazinthu zazikulu zosungira mphamvu pamsika.Chiyambireni kukhazikitsidwa kwake, Megapack yapambana ma projekiti akuluakulu ambiri, kuphatikiza kampani yamafuta achilengedwe ya Pacific ndi magetsi, kampani yaku France yotsitsimutsanso neoen, kampani yamagetsi yaku Japan ndi mabizinesi ena.

Kuphatikiza apo, Tesla adanenanso kuti Megapack, yomwe idagulidwa pamtengo wa $ 1 miliyoni pakugulitsa kwamakampani, idakhazikitsidwa mwalamulo patsamba lovomerezeka la Tesla pa Julayi 20 chaka chino, ndipo mphamvu yake yopanga idagulitsidwa kumapeto kwa 2022.

CATL: Pankhani yosinthira mphamvu yosungiramo mphamvu ndi kuphatikiza kwadongosolo, kusungirako mphamvu pamaneti oyambira, EPC yosungirako mphamvu, kusungirako mphamvu zamabizinesi, komanso ukadaulo wa batri wosungira mphamvu, CATL yatsegula mndandanda wonse wamakampani kudzera m'mabizinesi ogwirizana komanso kutenga nawo mbali.

Malinga ndi lipoti la semi-pachaka, mu theka loyamba la 2021, idatumiza ma projekiti angapo a 100 MWh.Ndalama zogwiritsira ntchito mphamvu zosungirako mphamvu zinali 4.693 biliyoni, zomwe zili mu mphamvu ya batri yamagetsi (ndalama 30.451 biliyoni ya yuan) ndi zipangizo za batri ya lithiamu ( Pambuyo pa ndalama za 4.986 biliyoni ya yuan), komabe, mphamvu yosungirako mphamvu ya nthawi ya Ningde ili ndi phindu lalikulu kwambiri la phindu lonse komanso kukula kwamphamvu kwa ndalama.

Pa Ogasiti 31, CATL ndi JinkoSolar adasaina mgwirizano wogwirizana ku Ningde, Fujian.Malinga ndi mgwirizanowu, CATL ndi JinkoSolar zidzalimbikitsa njira zosungirako zosungirako za dzuwa mu bizinesi yosungiramo mphamvu, dera lonse, mgwirizano wa yosungirako kuwala pamsika wapadziko lonse, ndi kulimbikitsa kusalowerera ndale kwa carbon kumtunda ndi kumunsi kwa makampani, kutengera kuphatikizika kwaukadaulo wamapangidwe osungira owoneka bwino komanso njira zophatikizira machitidwe.Zolinga zambiri zogwirizanitsa zakhala zikufika m'madera osiyanasiyana monga kafukufuku ndi chitukuko.

Uku ndiye chitukuko chaposachedwa cha CATL pankhani yosungira mphamvu.

Ndizofunikira kudziwa kuti pa Julayi 29, CATL idatulutsa mwalamulo batire ya sodium-ion ya m'badwo woyamba, ndipo paketi ya batire ya lithiamu-sodium hybrid idapanganso kuwonekera kwake pamsonkhano wa atolankhani.Msika womwe umayang'aniridwa ndi mabatire a sodium ndikusungira mphamvu, ndipo mabatire a sodium akuyembekezeka kutsitsa mtengo wamabatire osungira mphamvu.

BYD: Pachiwonetsero cha 14 cha SNEC mu 2020, BYD iwulula chida chake chatsopano chosungira mphamvu zamagetsi BYD Cube.Zikumveka kuti BYD Cube ili ndi malo a 16.66 masikweya mita okha ndipo ili ndi mphamvu yosungiramo mphamvu mpaka 2.8MWh.Poyerekeza ndi 40-phazi muyezo chidebe dongosolo yosungirako mphamvu mu makampani, mankhwala achuluke mphamvu kachulukidwe pa unit dera ndi oposa 90%, ndipo ndi woyamba kuthandiza 1300V DC voteji, chikufanana mkulu-voltage converters a zopangidwa zosiyanasiyana.

Bizinesi yosungiramo mphamvu ya BYD imapezeka makamaka m'misika yakunja.Mwachitsanzo, ku Germany, gawo la msika la BYD ndilokwera kwambiri mpaka 19%, lachiwiri ku Germany wopanga mabatire a Sonnen's 20%, akukhala wachiwiri.

Kupitilira apo, zikumveka kuti mabatire a BYD agwiritsidwa ntchito posungira mphamvu m'tsogolomu.

Yiwei Lithium Energy: Zanena kale kuti bizinesi yosungiramo mphamvu yakhala ikugwirizana kale ndi Huawei ndi nsanja.Kuyambira kumayambiriro kwa chaka chino, ikufulumizitsanso kutumizidwa kwake pamsika wosungira mphamvu.

Kumayambiriro kwa Ogasiti, Yiwei lifiyamu Energy idalengeza kuti igwirizana ndi Jingmen High tech Zone kuti ipange projekiti yosungira mphamvu ya 30gwh ndi batire yamagetsi, makamaka projekiti ya 15gwh ya lithiamu iron phosphate batire yamagalimoto onyamula ndi kusungira mphamvu zapakhomo ndi projekiti ya 15gwh ternary batire. kwa magalimoto onyamula anthu.

Pa June 10, Yiwei lifiyamu mphamvu analengeza kuti wocheperapo ake Yiwei mphamvu akukonzekera kusaina pangano ankapitabe ndi Linyang mphamvu, ndipo onse awiri adzaika ndalama kukhazikitsidwa kwa ankapitabe latsopano.Mgwirizanowu sudzayika ndalama zoposa RMB 3 biliyoni kuti amange projekiti ya batri yosungirako mphamvu ndi kutulutsa kwapachaka kwa 10gwh.

Guoxuan Hi-Tech: Bizinesi yosungiramo mphamvu ya kampaniyo ili ndi mawonekedwe akale.Mu Seputembala 2016, kampaniyo idakhazikitsa bizinesi yosungira mphamvu kuti ilowe m'malo osungiramo mphamvu.M'zaka zaposachedwapa, bizinesi yosungiramo mphamvu ya kampaniyo yakula mofulumira.Yagwirizana ndi makampani ndi mayunitsi monga Huawei, Tower, China Power Investment Corporation, Eleventh Institute of Electronics, Shanghai Electric, State Grid, Jiyuan Software, ndi Xuji Group mu ntchito zosungira mphamvu ndi malonda okhudzana nawo.

Kuphatikiza apo, Guoxuan Hi-Tech adasainanso mgwirizano wogwirizana ndi JinkoSolar masiku awiri isanafike nthawi ya Ningde.Malinga ndi mgwirizanowu, maphwando awiriwa adzachita mgwirizano wa R & D, kupanga ndi kugulitsa machitidwe a "photovoltaic + energy storage".Kuchita mgwirizano wamakono komanso wamitundu yambiri m'madera monga zida zolipiritsa ndikulimbikitsa dera lonse la optical storage kuti alimbikitse mgwirizano wozama wa "photovoltaic + energy storage".

Malinga ndi malipoti, mbali ziwirizi zachita kale mgwirizano woyambirira m'mafakitale osungira mphamvu zamagetsi ku United States ndi kusungirako mphamvu zapakhomo ku Japan, ndipo maziko a mgwirizano ndi omveka.

Xinwangda: Kudalira luso la batri la lithiamu lokhwima, limapatsa makasitomala njira zosungiramo mphamvu zosungirako "zoyimitsa chimodzi".Mpaka pano, kampaniyo yakhala ikuchita nawo ntchito zosungiramo mphamvu pafupifupi 100 padziko lonse lapansi ndipo yapambana mphoto ya "China Top Ten Energy Storage Integrator".

Ndikoyenera kunena kuti Xinwangda ndi m'modzi mwa ogulitsa a Huawei, kupatsa Huawei mabatire ndi mapaketi a batri.

Pakadali pano, pakati pa makampani asanu a batire a lithiamu omwe adayambitsidwa pamwambapa, pali atatu omwe ali ndi ubale wogwirizana ndi Huawei, omwe ndi: Yiwei Lithium Energy, Guoxuan High-tech, ndi Xinwangda.

Kuphatikiza apo, makampani a batri kuphatikiza Penghui Energy, Vision Technology, BAK, Lishen, ndi Ruipu Energy onse akugwiritsa ntchito kwambiri posungira mphamvu.

Chidule

Kusungirako mphamvu ndi njira yofunikira yokhazikitsira kusinthasintha kwamphamvu kwatsopano pa gridi.Deta ikuwonetsa kuti kukula kwapawiri kukuyembekezeka kupitilira 56% mzaka zisanu zikubwerazi, ndipo makampani osungira mphamvu akubweretsa nthawi yayikulu kwambiri yachitukuko.

Malingana ndi izi, pakalipano, osati makampani omwe atchulidwa pamwambapa omwe akupikisana kuti agwiritse ntchito msika wosungira mphamvu, komanso makampani a lithiamu batire, makampani a photovoltaic, kafukufuku wamagetsi amagetsi ndi makampani opanga mapangidwe, ndipo makampani a EPC adagwira nawo mbali zonse za mphamvu. kusungirako, ndipo msika wosungira mphamvu ukuyenda bwino.

Kutulutsidwa kwakukulu kwa magawo a ndondomeko kumathandizira kukulitsa kuthekera kwamakampani, ndipo chitukuko chamakampani osungira mphamvu chikuyembekezeka kufika pamlingo wina.Kusungirako mphamvu ndi maziko ofunikira komanso ukadaulo wofunikira pomanga dongosolo latsopano lamphamvu.Ndi kupita patsogolo kosalekeza kwa chidziwitso cha mphamvu m'tsogolomu, mwayi wopeza ndalama pamakampani amagetsi udzakhala wotchuka kwambiri.

Pakadali pano, Slocable yapanganso bwinozolumikizira zapadera zosungira mphamvundikusungirako mphamvu zamawaya amphamvu kwambirikwa machitidwe osungira mphamvu.Ngati muli ndi mafunso kapena malingaliro, chonde tiuzeni!