1300 MWh!Huawei Yatsindiye Umushinga Munini wo Kubika Ingufu!

Ku ya 16 Ukwakira, i Dubai habereye inama ya 2021 ku isi hose.Muri iyo nama, Huawei Digital Energy Technology Co., Ltd. hamwe na Shandong Electric Power Construction Third Engineering Co., Ltd. basinyiye neza umushinga wo kubika ingufu z’umujyi wa Arabiya Sawudite.Amashyaka yombi azafatanya gufasha Arabiya Sawudite kubaka ingufu zisukuye ku isi N’ikigo cy’ubukungu kibisi.

Biravugwa ko igipimo cyo kubika ingufu z'umushinga kigera kuri 1,300MWh, kugeza ubu niwo mushinga munini wo kubika ingufu ku isi ndetse n’umushinga munini wo kubika ingufu za gride ku isi.

Nk’uko amakuru abitangaza, Umushinga wo Kubika Ingufu Umujyi mushya utukura ni umushinga w'ingenzi ukubiye muri gahunda ya “Icyerekezo 2030” yo muri Arabiya Sawudite.Iterambere ni ACWA Power naho umushoramari wa EPC ni Shandong Power Construction No 3 Company.Umujyi mushya w'Inyanja Itukura, uherereye ku nkombe z'Inyanja Itukura, uzwi kandi ku izina ry'umujyi mushya.Mu bihe biri imbere, amashanyarazi yo mu mujyi yose azaturuka rwose ku masoko mashya.

Inganda zibika ingufu zatangije inyungu "ebyiri"

Abashinzwe inganda bafite igitekerezo kivuga ngo: "Kubika ingufu n’inkingi y’amadorari abiri y’amadorari asigaye kugira ngo ashyigikire ingufu zisukuye nka" ubushyuhe, amashanyarazi, na hydrogène ", n'uburenganzira kuri bateri y’amashanyarazi n’imodoka nshya."

Nyuma yimyaka irenga icumi yiterambere, inganda zibika ingufu ziri mubyiciro byambere byo gucuruza no gukoresha nini nini.Icyakora, igihugu n'isoko byatanze ibitekerezo bihamye bivuye ku bitekerezo byabo, ni ukuvuga, "bose bafite icyizere ku isoko ryo kubika ingufu."Ibi bivuze ko inganda zibika ingufu zitangiza inyungu "ebyiri".

Icya mbere, politiki nziza.Huawei yerekanye ko kugeza ubu, ibihugu 137 ku isi byiyemeje intego yo “kutabogama kwa karubone”.Iki kizaba ari ibikorwa bitigeze bibaho mu bikorwa by’ubufatanye ku isi hose, kandi bizanatanga amahirwe menshi y’ishoramari mu bijyanye n’ingufu zishobora kongera ingufu n’ibikorwa remezo bibisi.

Nkuko twese tubizi, inzira nyamukuru yo kugera ku ntego nyamukuru yo kutabogama kwa karubone ni uguteza imbere ingufu zishobora kongera ingufu nka Photovoltaque n’umuyaga wo gusimbuza ingufu z’ibinyabuzima.Imbaraga za Photovoltaque numuyaga nibisanzwe bitanga ingufu kandi bigomba gushingira kububiko bwingufu.Iyo ingufu za Photovoltaque numuyaga zihagije, ingufu zamashanyarazi zirabikwa, nimbaraga zabitswe zirekurwa mugihe bikenewe.

Birashobora kugaragara ko akamaro k'inganda zibika ingufu mu iterambere ry’isi zigaragara.

Ku ya 23 Nyakanga, Komisiyo y’igihugu ishinzwe iterambere n’ivugurura n’ubuyobozi bw’igihugu gishinzwe ingufu basohoye ku mugaragaro “Igitekerezo kiyobora mu kwihutisha iterambere ry’ububiko bushya bw’ingufu”, cyagaragaje ibibazo nko gusobanura aho ikigo cyigenga cyigenga kibitse ingufu nshya kandi kunoza uburyo bwibiciro byo kubika ingufu nshya;icyarimwe, biragaragara ko mu 2025, guhindura ububiko bushya bw’ingufu kuva mu cyiciro cya mbere cy’ubucuruzi kugera ku iterambere rinini bizagerwaho, kandi ubushobozi bwashyizweho buzagera kuri kilowati zirenga miliyoni 30.Bishatse kuvuga ko isoko yo kubika ingufu iri hafi gutangiza icyiciro gishya cyamahirwe yiterambere.

Iyi niyo politiki iheruka igihugu ku nganda zibika ingufu.

Icya kabiri, isoko ifite icyizere.Imari ya CCTV mbere yatangaje ko ukurikije imibare ituzuye, mu gice cya mbere cya 2021, igipimo cy’ubushobozi bushya bwo kubika ingufu nshya mu gihugu cyashyizwe hejuru ya 10GW, umwaka ushize wiyongera hejuru ya 600%.Umubare w’imishinga ifite igipimo kinini cyashyizweho wageze ku nshuro 34, 8.5 ugereranije n’umwaka ushize, ukorera mu ntara 12 mu gihugu.

Ubushobozi bwashyizweho bwa 10GW bwerekana ko inganda zibika ingufu zitera imbere byihuse.Nyamara, ugereranije nintego yavuzwe haruguru yo "gushiraho ingufu nshya zo kubika ingufu zingana na kilowati zirenga miliyoni 30 muri 2025", haracyari icyuho cyikubye gatatu nicyumba kinini cyo gukura.

CICC yerekanye ko isoko ryo kubika ingufu z'amashanyarazi ku isi ari nini.Mu rwego rw’intego isobanutse yo kutabogama kwa karubone, isi yihutishije kuva mu gutanga ingufu kugera ku mbaraga zisukuye, bituma iterambere ryihuta ry’ibikenerwa mu kubika ingufu nk’ikoranabuhanga rishyigikira imiyoboro.Ku masoko yo hanze, atwarwa na politiki ninyungu nyinshi zizanwa nuburyo bukoreshwa n’amashanyarazi, imishinga yo kubika ingufu yageze ku bukungu bwiza mu bukungu.

CICC ivuga ko mu 2030, ibicuruzwa byoherejwe n’amashanyarazi ku isi bizagera kuri 864GWh, bihwanye n’umwanya w’isoko rya batiri ingana na miliyari 885.7, ufite inshuro zirenga 30 umwanya w’ubwiyongere ugereranije na 2020.

Guosheng Securities yavuze ko kubika ingufu biteganijwe ko bizamura iterambere ryihuse.Kuva mu gice cya kabiri cya 2021, mu rwego rwo kwihutisha imiterere y’ingufu, politiki yo kubika ingufu mu gihugu yashyizwe mu bikorwa buhoro buhoro.Mugihe cyimyaka 14 yimyaka 5, Inganda zo kubika ingufu mubushinwa zizatangira kwiyongera vuba.Kugeza mu 2025, ubushobozi bwashyizweho bwo kubika ingufu nshya buziyongera guhera mu mpera za 2020. Hafi ya 3GW yiyongereye igera kuri 30GW, itahura ihinduka ry’ububiko bushya bw’ingufu kuva mu ntangiriro y’ubucuruzi bugana ku iterambere rinini.

CITIC Securities iteganya ko kungukirwa no gukomeza gushimangira kurinda politiki, kubaka byihuse sisitemu nshya y’amashanyarazi, kunoza imikorere y’ubucuruzi bw’amashanyarazi no kugabanuka kw'ibiciro bikomeje, inganda zibika ingufu zizatangiza mu gihe cy’iterambere ryihuse mu gihe cya “ Gahunda ya 14 Yimyaka 5 "igihe.

Ibigo bishya byingufu byihuta muburyo bwo kubika ingufu

Ku bijyanye n’amasosiyete mashya y’ingufu, Tesla agomba kuvugwa.Usibye ibinyabiziga byamashanyarazi, ingufu zishobora kongera ingufu nimwe mubice byingenzi byubucuruzi bya Tesla.Iyanyuma ikubiyemo ingufu z'izuba no kubika ingufu.Kugeza ubu, hari ibicuruzwa bitatu: Powerwall (bateri zibika ingufu zo murugo), Powerpack (ibicuruzwa bitanga ingufu z'ubucuruzi), na Megapack (ibicuruzwa bitanga ingufu z'ubucuruzi).

Muri byo, Megapack irashobora kubika kugeza kuri 3mwh kuri buri gice, kizwi nka imwe muri sisitemu nini yo kubika ingufu ku isoko.Kuva yatangizwa, Megapack yatsindiye imishinga myinshi minini, harimo isosiyete isanzwe ya gazi n’amashanyarazi ya pasifika, isosiyete ikora ingufu z’amashanyarazi y’Abafaransa neoen, Isosiyete ikora amashanyarazi y’Ubuyapani n’indi mishinga.

Byongeye kandi, Tesla yabanje kuvuga ko Megapack yaguzwe miliyoni imwe y'amadolari y'Amerika yo kugurisha ibigo, yashyizwe ku mugaragaro ku rubuga rwa interineti rwa Tesla rwo muri Amerika ku ya 20 Nyakanga uyu mwaka, kandi ubushobozi bwayo bwo kuyigurisha bukaba bwaragurishijwe mu mpera za 2022.

Cat

Raporo y’umwaka wa kabiri, mu gice cya mbere cya 2021, yohereje imishinga itari mike ya MWh 100.Amafaranga yinjiza muri sisitemu yo kubika ingufu yari miliyari 4.693 Yuan, akurikirana muri sisitemu ya batiri y’amashanyarazi (yinjiza miliyari 30.451 yuuuuuuuuuuuuuuuuuuuuuuuuu) inyungu nini yinyungu nini niterambere rikomeye.

Ku ya 31 Kanama, CATL na JinkoSolar bashyize umukono ku masezerano y’ubufatanye i Ningde, muri Fujian.Nk’uko aya masezerano abiteganya, CATL na JinkoSolar bazateza imbere igisubizo kibitse cy’izuba mu bucuruzi bw’ingufu, intara yose, ubufatanye bw’ububiko bwa optique ku isoko ry’isi yose, no guteza imbere kutabogama kwa karubone mu nsi no mu nsi y’uruganda, hashingiwe ku guhuza uburyo bushya bwo guhunika ububiko bwububiko hamwe na sisitemu yo guhuza ibisubizo.Intego zuzuye zubufatanye mubikorwa byagezweho mubice bitandukanye nkubushakashatsi niterambere.

Niterambere ryanyuma rya CATL murwego rwo kubika ingufu.

Twabibutsa ko ku ya 29 Nyakanga, CATL yasohoye ku mugaragaro bateri ya sodium-ion yo mu gisekuru cya mbere, kandi ipaki ya litiro-sodium ya Hybrid na yo yatangiriye bwa mbere mu kiganiro n'abanyamakuru.Isoko rigenewe bateri ya sodiumi ni ukubika ingufu, kandi bateri ya sodiumi iteganijwe kurushaho kugabanya igiciro cya bateri zibika ingufu.

BYD: Mu imurikagurisha rya 14 rya SNEC muri 2020, BYD izamurika ibicuruzwa byayo bishya byo mu rwego rwa gride yo kubika ingufu BYD Cube.Byumvikane ko BYD Cube ifite ubuso bwa metero kare 16.66 gusa kandi ifite ubushobozi bwo kubika ingufu zingana na 2.8MWh.Ugereranije na metero 40 zisanzwe zibika ingufu za kontineri mu nganda, iki gicuruzwa cyongereye ingufu zingana kuri buri gace kuntambwe irenga 90%, kandi nicyambere mugushyigikira ingufu za 1300V DC, zihuza na voltage nini ihinduranya ibicuruzwa bitandukanye.

Ubucuruzi bwo kubika ingufu za BYD bwibanda cyane ku masoko yo hanze.Kurugero, mubudage, umugabane wa BYD ku isoko uri hejuru ya 19%, uwa kabiri nyuma yubudage bwa Batteri bwa Sonnen 20%, biza kumwanya wa kabiri.

Ikirenze ibyo, byumvikane ko bateri ya BYD ya blade izakoreshwa mubicuruzwa bibika ingufu mugihe kiri imbere.

Ingufu za Yiwei Lithium: Byabanje kuvuga ko ubucuruzi bwo kubika ingufu bumaze gukorana na Huawei n'umunara.Kuva mu ntangiriro z'uyu mwaka, iranihutisha kohereza mu isoko ryo kubika ingufu.

Mu ntangiriro za Kanama, ingufu za lithium Yiwei yatangaje ko zizafatanya na Zingmen y’ikoranabuhanga rikomeye mu kubaka umushinga wo kubika ingufu za 30gwh n’amashanyarazi, cyane cyane umushinga wa batiri ya litiro 15gwh ya fosifate y’ibikoresho byo mu bikoresho no kubika ingufu zo mu rugo ndetse n’umushinga wa batiri wa 15gwh ku binyabiziga bitwara abagenzi.

Ku ya 10 Kamena, ingufu za Yiwei lithium yatangaje ko ishami ryayo ryitwa Yiwei power riteganya gushyira umukono ku masezerano ahuriweho n’ingufu za Linyang, kandi impande zombi zizashora imari mu gushinga umushinga mushya.Umushinga uhuriweho uzashora imari itarenze miliyari 3 z'amafaranga yo kubaka umushinga wa batiri yo kubika ingufu hamwe n’umwaka wa 10gwh.

Guoxuan Hi-Tech: Ubucuruzi bwo kubika ingufu bwikigo bufite imiterere yabanje.Muri Nzeri 2016, isosiyete yashizeho ku mugaragaro ishami ry’ubucuruzi bubika ingufu kugira ngo ryinjire mu bubiko bw’ingufu.Mu myaka yashize, ubucuruzi bwo kubika ingufu bwikigo bwateye imbere byihuse.Yakoranye n’amasosiyete n’ibice nka Huawei, umunara, Ishoramari ry’ishoramari ry’Ubushinwa, Ikigo cya cumi na kimwe cya elegitoroniki, amashanyarazi ya Shanghai, amashanyarazi ya Leta, Porogaramu ya Jiyuan, na Xuji Group mu mishinga yo kubika ingufu n’ubucuruzi bujyanye nayo.

Byongeye kandi, Guoxuan Hi-Tech yanasinyanye amasezerano y’ubufatanye na JinkoSolar iminsi ibiri mbere yigihe cya Ningde.Nk’uko amasezerano abiteganya, impande zombi zizafatanya gukora koperative R&D, gukora no kugurisha sisitemu ya “Photovoltaic + kubika ingufu”.Gukora ubufatanye bushya kandi buringaniye mubikorwa nkibikoresho byo kwishyuza no kuzamura intara yose yo kubika optique kugirango dufatanyirize hamwe ubufatanye bwimbitse bw "ububiko bwamafoto".

Nk’uko amakuru abitangaza, impande zombi zimaze gukora ubufatanye bwambere mu bijyanye no kubika ingufu z’inganda muri Amerika no kubika ingufu z’urugo mu Buyapani, kandi umusingi w’ubufatanye ni mwiza.

Xinwangda: Yishimikije tekinoroji ya batiri ya lithium ikuze, iha abakiriya ibisubizo bya sisitemu yo kubika ingufu "imwe-imwe".Kugeza ubu, isosiyete yitabiriye imishinga yo kubika ingufu zigera ku 100 ku isi yose kandi yegukana igihembo cyitwa “China Top Ten Energy Storage Integrator”.

Twabibutsa ko Xinwangda numwe mubatanga Huawei, atanga Huawei bateri na paki za batiri.

Kugeza ubu, mu masosiyete atanu ya batiri ya lithium yatangijwe haruguru, harimo atatu afitanye umubano w’ubufatanye na Huawei, aribyo: Yiwei Lithium Energy, Guoxuan High-tech, na Xinwangda.

Byongeye kandi, amasosiyete ya batiri arimo Penghui Energy, Vision Technology, BAK, Lishen, na Ruipu Energy byose byohereza cyane mubijyanye no kubika ingufu.

Incamake

Kubika ingufu nuburyo bwingenzi bwo guhagarika ingaruka ziterwa nihindagurika ryingufu nshya kuri gride.Amakuru yerekana ko umuvuduko wubwiyongere uteganijwe kurenga 56% mumyaka itanu iri imbere, kandi inganda zibika ingufu zitangiza mugihe kinini cyiterambere.

Hashingiwe kuri ibi, kuri ubu, ntabwo amasosiyete yavuzwe haruguru arushanwa gusa kohereza isoko ryo kubika ingufu, ahubwo n’amasosiyete akoresha ibikoresho bya batiri ya lithium, amasosiyete y’amafoto y’amashanyarazi, amasosiyete akora ubushakashatsi ku mashanyarazi n’amasosiyete akora, ndetse n’amasosiyete ya EPC yagize uruhare mu mpande zose z’ingufu kubika, kandi isoko yo kubika ingufu iratangira mubihe byiza.

Kurekura byimazeyo inyungu za politiki bizafasha gukoresha ubushobozi bwinganda, kandi biteganijwe ko iterambere ryinganda zibika ingufu zizagera ku ntera nshya.Kubika ingufu nishingiro ryingenzi nubuhanga bwingenzi bwo kubaka sisitemu nshya yingufu.Hamwe nogukomeza gutera imbere kwimenyekanisha ryingufu mugihe kizaza, amahirwe yo gushora imari mubikorwa byingufu bizagaragara cyane.

Kugeza ubu, Slocable nayo yateye imbere nezaimiyoboro idasanzwe yo kubika ingufunakubika ingufu zingana na voltage wiring ibikoreshokuri sisitemu yo kubika ingufu.Niba ufite ikibazo cyangwa ibyifuzo, nyamuneka twandikire!