2021-10-22
Ngo-Okthoba 16, i-Global Digital Energy Summit yango-2021 yaba seDubai.Emhlanganweni, i-Huawei Digital Energy Technology Co., Ltd. kanye ne-Shandong Electric Power Construction Third Engineering Co., Ltd. basayine ngempumelelo i-Saudi Red Sea New City Energy Storage Project.La maqembu amabili azosebenzisana ukusiza iSaudi Arabia ukwakha amandla ahlanzekile emhlabeni jikelele Kanye nesikhungo somnotho oluhlaza.
Kubikwa ukuthi isikali sokugcinwa kwamandla kagesi salo msebenzi sifinyelela ku-1,300MWh, okuwumklamo omkhulu kunawo wonke emhlabeni wokulondoloza amandla kanye nephrojekthi enkulu kunazo zonke emhlabeni yokugcina amandla ngaphandle kwegridi.
Ngokwemibiko, i-Red Sea New City Energy Storage Project iwumsebenzi obalulekile ofakwe ohlelweni lwe-Saudi Arabia “Vision 2030”.Umthuthukisi uyi-ACWA Power kanti usonkontileka we-EPC yiShandong Power Construction No. 3 Company.I-Red Sea New City, elisogwini loLwandle Olubomvu, yaziwa nangokuthi "idolobha lesizukulwane esisha".Ngokuzayo, ugesi wedolobha lonke uzovela ngokuphelele emithonjeni yamandla emisha.
Abangaphakathi embonini banombono wokuthi: “Ukugcina amandla kuwumgogodla wemizila yomjaho enezigidigidi ezimbili zamaRandi ukuze isekele amandla ahlanzekile “njengokushisa, ugesi, ne-hydrogen”, kanye namabhethri atholakala kwesokudla kanye nezimoto ezintsha zamandla.”
Ngemva kweminyaka engaphezu kweshumi yentuthuko, imboni yokugcina amandla okwamanje isesigabeni sokuqala sokuhweba kanye nezicelo ezinkulu.Kodwa-ke, izwe kanye nemakethe banikeze impendulo engaguquki ngemibono yabo, okungukuthi, "ithemba ngazwi linye mayelana nemakethe yokugcina amandla."Lokhu kusho ukuthi imboni yokugcina amandla ingenisa inzuzo “ekabili”.
Okokuqala, izinqubomgomo ezivumayo.UHuawei uveze ukuthi kusukela manje, amazwe ayi-137 emhlabeni jikelele azibophezele emgomweni "wokungathathi hlangothi kwekhabhoni".Lokhu kuzoba yisenzo sokubambisana esingakaze sibonwe emhlabeni wonke, futhi kuzophinde kuveze inhlobonhlobo yamathuba okutshalwa kwezimali emikhakheni yamandla avuselelekayo kanye nengqalasizinda eluhlaza.
Njengoba sonke sazi, indlela eyinhloko yokufeza umgomo wokugcina wokungathathi hlangothi kwekhabhoni ukuthuthukisa imithombo yamandla avuselelekayo njengama-photovoltaics namandla omoya ukuze athathe indawo yamandla ezinto eziphilayo.Amandla e-Photovoltaic nawomoya ayimithombo yamandla evamile ngezikhathi ezithile futhi kufanele incike ekugcineni amandla.Uma amandla e-photovoltaic nawomoya enele, amandla kagesi agcinwa, futhi amandla agciniwe akhululwa lapho kudingeka.
Kungabonakala ukuthi ukubaluleka kwamasu embonini yokugcina amandla ekuthuthukisweni komhlaba wonke kuyabonakala.
Ngomhla zingama-23 kuNtulikazi, Ikhomishini Kazwelonke Yokuthuthukiswa Nezinguquko kanye Nokuphathwa Kwezamandla Kazwelonke bakhiphe ngokusemthethweni “Imibono Eqondisayo Ekusheshiseni Ukuthuthukiswa Kwesitoreji Esisha Samandla”, eyaphakamisa izindaba ezinjengokucacisa isimo sebhizinisi elizimele lemakethe yokugcinwa kwamandla amasha kanye ukwenza ngcono indlela yentengo yokugcina amandla amasha;ngesikhathi esifanayo, kusobala ukuthi Ngo-2025, ukuguqulwa kokugcinwa kwamandla amasha kusukela esigabeni sokuqala sokuhweba kuya ekuthuthukisweni okukhulu kuzofezeka, futhi umthamo ofakiwe uzofinyelela ngaphezu kwama-kilowatts ayizigidi ezingu-30.Kusho ukuthi imakethe yokugcina amandla isizongenisa umjikelezo omusha wamathuba entuthuko.
Lena inqubomgomo yakamuva yezwe embonini yokugcina amandla.
Okwesibili, imakethe inethemba.I-CCTV Finance ngaphambilini ibike ukuthi ngokwezibalo ezingaphelele, engxenyeni yokuqala ka-2021, isikali somthamo omusha wasekhaya ofakiwe wesitoreji samandla sidlule i-10GW, okuwukunyuka konyaka ngonyaka okungaphezu kwama-600%.Futhi isibalo samaphrojekthi anesilinganiso esikhulu esifakiwe sifinyelele izikhathi ezingama-34, 8.5 kunangonyaka odlule, okuhlanganisa izifundazwe eziyi-12 ezweni lonke.
Umthamo ofakiwe we-10GW ubonisa ukuthi imboni yokugcina amandla ikhula ngokushesha.Kodwa-ke, uma kuqhathaniswa nalokho okuhlosiwe okubalulwe ngenhla "kokufakwa kwamandla amasha okugcina amandla angaphezu kwezigidi ezingu-30 zama-kilowatts ngo-2025", kusekhona igebe eliphindwe kathathu kanye negumbi elikhulu lokukhula.
I-CICC iveze ukuthi imakethe yokugcina amandla kagesi emhlabeni wonke inkulu.Esimweni somgomo ocacile wokungathathi hlangothi kwekhabhoni, umhlaba uye washeshisa inguquko esuka ekunikezeni amandla ukuya emandleni ahlanzekile, okuqhuba ukukhula okusheshayo kwesidingo sokugcinwa kwamandla njengobuchwepheshe obusekela igridi.Ezimakethe zaphesheya kwezilwandle, eziqhutshwa izinqubomgomo kanye nenzuzo ephezulu elethwa izindlela zamandla agxile emakethe, amaphrojekthi okugcina amandla azuze ukusebenza kahle komnotho.
I-CICC ilinganisela ukuthi ngo-2030, ukuthunyelwa kwempahla yokugcina amandla e-electrochemical emhlabeni wonke kuzofinyelela ku-864GWh, okuhambisana nesikhala semakethe sephakethe lebhethri lama-yuan ayizigidi eziyizinkulungwane ezingama-885.7, enendawo yokukhula ephindwe izikhathi ezingaphezu kuka-30 uma kuqhathaniswa no-2020.
UGuosheng Securities uthe ukugcinwa kwamandla kulindeleke ukuthi kukhule ngokushesha.Kusukela engxenyeni yesibili ka-2021, ngaphansi kwesizinda sokusheshisa ukuguqulwa kwesakhiwo samandla, izinqubomgomo zasekhaya zokugcina amandla ziye zasetshenziswa kancane kancane.Ngesikhathi soHlelo Lweminyaka Eyi-14 Lweminyaka Emihlanu, imboni yaseShayina yokugcina amandla izoqala ukukhula ngokushesha.Ngo-2025, amandla afakiwe okugcina amandla amasha azokhula kusukela ekupheleni kuka-2020. Cishe i-3GW ikhuphuke yaba ngu-30GW, iqaphela ukuguqulwa kokugcinwa kwamandla amasha kusukela esigabeni sokuqala sokuhweba kuya ekuthuthukisweni okukhulu.
I-CITIC Securities ibikezela ukuthi ukuzuza ekuqinisweni okuqhubekayo kokuvikelwa kwenqubomgomo, ekwakhiweni okusheshayo kwezinhlelo ezintsha zamandla, ukuthuthukiswa kohlelo lokuhweba amandla kanye nokwehla okuqhubekayo kwezindleko, imboni yokugcina amandla izongenisa isikhathi sentuthuko esheshayo ngesikhathi “ Isikhathi se-14 Seminyaka Emihlanu”.
Uma kukhulunywa ngezinkampani zamandla amasha, uTesla kufanele kushiwo.Ngaphandle kwezimoto zikagesi, amandla avuselelekayo nawo angenye yezindawo ezibalulekile zebhizinisi likaTesla.Lesi sakamuva sihlanganisa amandla elanga kanye nokugcinwa kwamandla.Njengamanje, kunemikhiqizo emithathu ikakhulukazi: I-Powerwall (amabhethri okugcina amandla wasendlini), i-Powerpack (imikhiqizo yamandla ezentengiselwano), kanye ne-Megapack (imikhiqizo yamandla ezentengiselwano).
Phakathi kwazo, iMegapack ingagcina kufika ku-3mwh ngeyunithi ngayinye, eyaziwa njengenye yezinhlelo ezinkulu zokugcina amandla emakethe.Selokhu yethulwa, iMegapack isinqobe amaphrojekthi amaningi amakhulu, okuhlanganisa inkampani yegesi yemvelo yasePacific namandla, inkampani yaseFrance yamandla avuselelekayo i-neoen, inkampani yamandla kagesi yaseJapan namanye amabhizinisi.
Ngaphezu kwalokho, uTesla ushilo phambilini ukuthi iMegapack, enenani lamaRandi ayizigidi eziyi-1 ngokuthengiswa kwebhizinisi, yethulwa ngokusemthethweni kuwebhusayithi esemthethweni kaTesla yase-US ngoJulayi 20 kulo nyaka, futhi amandla ayo okukhiqiza athengiswa ekupheleni kuka-2022.
I-CATL: Mayelana nesiguquli sesitoreji samandla kanye nokuhlanganiswa kwesistimu, ukugcinwa kwamandla kunethiwekhi yomthombo, i-EPC yokugcina amandla, indawo yokugcina amandla okuhweba, nobuchwepheshe bebhethri bokugcina amandla, i-CATL ivule lonke uchungechunge lwezimboni ngokuhlanganyela ngokubambisana nokubamba iqhaza kokulingana.
Ngokombiko wesigamu sonyaka, engxenyeni yokuqala ka-2021, yathumela inqwaba yamaphrojekthi asezingeni le-100 MWh.Imali engenayo yokusebenza yesistimu yokugcina amandla yayingama-yuan ayizigidi eziyizinkulungwane ezingama-4.693, ibalwa ohlelweni lwebhethri lamandla (imali engenayo engama-yuan ayizigidi eziyizinkulungwane ezingama-30.451) kanye nezinto zebhethri ye-lithium ( Ngemuva kwenzuzo ye-yuan eyizigidi eziyizinkulungwane ezingama-4.986), nokho, uhlelo lokugcina amandla lwenkathi ye-Ningde imajini yenzuzo eyisamba esiphezulu kanye nokukhula okuqinile kwemali engenayo.
Ngomhla zingama-31 kuNcwaba, i-CATL kanye neJinkoSolar basayine isivumelwano sokubambisana esinamasu e-Ningde, eFujian.Ngokwesivumelwano, i-CATL kanye ne-JinkoSolar bazokhuthaza izixazululo ezididiyelwe zokugcina ilanga ebhizinisini lokugcina amandla, isifunda sonke, ukubambisana kwendawo yokugcina izinto ezibonakalayo emakethe yomhlaba wonke, kanye nokukhuthazwa kokungathathi hlangothi kwekhabhoni enhla nangaphansi kochungechunge lwezimboni, ngokusekelwe ekuhlanganiseni kwezakhiwo ezintsha zokugcinwa kwe-optical kanye nezixazululo zokuhlanganiswa kwesistimu.Uhlu olugcwele lwezinhloso zokubambisana okufinyelelwe kuzo emikhakheni ehlukahlukene njengocwaningo nentuthuko.
Lokhu ukuthuthukiswa kwakamuva kwe-CATL emkhakheni wokugcinwa kwamandla.
Kuyaphawuleka ukuthi ngoJulayi 29, i-CATL yakhulula ngokusemthethweni ibhethri ye-sodium-ion yesizukulwane sokuqala, futhi iphakethe lebhethri le-lithium-sodium hybrid nalo lenze i-debut yalo engqungqutheleni yabezindaba.Imakethe okuhloswe ngayo amabhethri e-sodium ukugcina amandla, futhi amabhethri e-sodium kulindeleke ukuthi ehlise kakhulu izindleko zamabhethri okugcina amandla.
I-BYD: Embukisweni we-14 we-SNEC ngo-2020, i-BYD izokwethula umkhiqizo wayo omusha wegridi wokugcina amandla we-BYD Cube.Kuyaqondakala ukuthi i-BYD Cube ihlanganisa indawo engamamitha-skwele ayi-16.66 kuphela futhi inamandla okugcina amandla afinyelela ku-2.8MWh.Uma kuqhathaniswa nesistimu yokugcina amandla esiqukathi esingamamitha angu-40 embonini, lo mkhiqizo ukhulise ukuminyana kwamandla endaweni ngayinye ngamayunithi angaphezu kuka-90%, futhi ungowokuqala ukusekela amandla kagesi angu-1300V DC, afana neziguquli zamandla kagesi aphezulu zemikhiqizo ehlukene.
Ibhizinisi le-BYD lokugcina amandla ligxile kakhulu ezimakethe zaphesheya kwezilwandle.Isibonelo, eJalimane, isabelo semakethe se-BYD siphezulu ngokufika ku-19%, okwesibili kuphela kumkhiqizi wamabhethri waseJalimane u-Sonnen's 20%, okleliswe endaweni yesibili.
Ngaphezu kwalokho, kuyaqondakala ukuthi amabhethri e-BYD azosetshenziswa emikhiqizweni yokugcina amandla esikhathini esizayo.
I-Yiwei Lithium Energy: Ike yasho phambilini ukuthi ibhizinisi lokugcina amandla selivele labambisana neHuawei kanye nombhoshongo.Kusukela ekuqaleni kwalo nyaka, iphinde isheshise ukuthunyelwa kwayo emakethe yokugcina amandla.
Ekuqaleni kuka-Agasti, i-Yiwei lithium energy yamemezela ukuthi izosebenzisana ne-Jingmen high tech Zone ukwakha iphrojekthi yokugcina amandla engu-30gwh kanye nephrojekthi yebhethri yamandla, ikakhulukazi iphrojekthi yebhethri ye-lithium iron phosphate engu-15gwh yezimoto zokuthutha kanye nokugcinwa kwamandla endlini kanye nephrojekthi yebhethri ye-ternary engu-15gwh. ezimotweni zabagibeli.
NgoJuni 10, i-Yiwei lithium energy yamemezela ukuthi inkampani engaphansi kwayo ye-Yiwei amandla ihlela ukusayina isivumelwano sokusebenzisana neLinyang energy, futhi zombili izinhlangothi zizotshala imali ekusungulweni kwebhizinisi elisha elihlanganyelwe.Ibhizinisi elihlanganyelwe ngeke litshale imali engaphezu kwezigidigidi ezi-RMB 3 ukuze kwakhiwe iphrojekthi yebhethri yokugcina amandla enomphumela wonyaka we-10gwh.
I-Guoxuan Hi-Tech: Ibhizinisi lenkampani lokugcina amandla linesakhiwo sangaphambilini.NgoSepthemba 2016, inkampani yasungula ngokusemthethweni iyunithi yebhizinisi lokugcina amandla ukuze ingene endaweni yokugcina amandla.Eminyakeni yamuva nje, ibhizinisi lenkampani lokugcina amandla liye lathuthuka ngokushesha.Ibambisene nezinkampani namayunithi afana neHuawei, Tower, China Power Investment Corporation, Eleventh Institute of Electronics, Shanghai Electric, State Grid, Jiyuan Software, kanye neXuji Group kumaphrojekthi wokugcina amandla namabhizinisi ahlobene.
Ngaphezu kwalokho, i-Guoxuan Hi-Tech iphinde yasayina isivumelwano sokusebenzisana samasu neJinkoSolar ezinsukwini ezimbili ngaphambi kwenkathi ye-Ningde.Ngokusho kwesivumelwano, la maqembu womabili azokwenza ngokubambisana i-R&D yokubambisana, ukukhiqizwa nokuthengiswa kwezinhlelo "ze-photovoltaic + storage energy".Ukwenza ukubambisana kwamasu okusungula kanye nezinhlangothi eziningi ezindaweni ezifana nemishini yokushaja kanye nokukhuthazwa kwesifunda sonke se-optical storage ukuze kukhuthazwe ngokuhlanganyela ukubambisana okujulile “kokugcina amandla e-photovoltaic +”.
Ngokwemibiko, lezi zinhlangothi zombili sezivele zenze ukubambisana kokuqala emkhakheni wokugcinwa kwamandla ezimboni e-United States kanye nesitoreji samandla sasendlini eJapane, futhi isisekelo sokubambisana sizwakala.
I-Xinwangda: Ithembele kubuchwepheshe bebhethri ye-lithium evuthiwe, inikeza amakhasimende izixazululo zesistimu yokugcina amandla "indawo eyodwa".Kuze kube manje, inkampani ibambe iqhaza cishe kumaphrojekthi okugcina amandla ayi-100 emhlabeni wonke futhi yawina umklomelo we-"China Top Ten Energy Storage Integrator".
Kuhle ukusho ukuthi i-Xinwangda ingomunye wabahlinzeki be-Huawei, ehlinzeka i-Huawei ngamabhethri namaphakethe ebhethri.
Kuze kube manje, phakathi kwezinkampani ezinhlanu zebhethri ye-lithium ezethulwe ngenhla, kunezintathu ezinobudlelwano bokubambisana neHuawei, okuyilezi: Yiwei Lithium Energy, Guoxuan High-tech, kanye ne-Xinwangda.
Ngaphezu kwalokho, izinkampani zebhethri ezihlanganisa iPenghui Energy, Vision Technology, BAK, Lishen, kanye neRuipu Energy zonke zisebenza ngokuphawulekayo emkhakheni wokugcinwa kwamandla.
Ukugcinwa kwamandla kuyindlela ebalulekile yokusimamisa umthelela wokuguquguquka kokuphuma kwamandla okusha kugridi.Idatha ibonisa ukuthi izinga lokukhula elihlanganisiwe kulindeleke ukuthi lidlule ama-56% eminyakeni emihlanu ezayo, futhi imboni yokugcinwa kwamandla ingenisa isikhathi esikhulu kakhulu samathuba okuthuthukiswa.
Ngokusekelwe kulokhu, okwamanje, akuzona kuphela izinkampani ezibalulwe ngenhla ezincintisanayo ukuhambisa imakethe yokugcina amandla, kodwa nezinkampani zezinto zebhethri ze-lithium, izinkampani ze-photovoltaic, inhlolovo yamandla kagesi kanye nezinkampani zokuklama, kanye nezinkampani ze-EPC zibambe iqhaza kuzo zonke izici zamandla. ukugcinwa, kanye nemakethe yokugcina amandla ingenisa esimweni esichumayo.
Ukukhishwa okujulile kwezinzuzo zenqubomgomo kuzosiza ukuzuza amandla embonini, futhi ukuthuthukiswa kwemboni yokugcina amandla kulindeleke ukuthi kufinyelele izinga elisha.Ukugcinwa kwamandla kuyisisekelo esibalulekile kanye nobuchwepheshe obubalulekile bokwakha uhlelo olusha lwamandla.Ngokuthuthuka okuqhubekayo kokwaziswa kwamandla esikhathini esizayo, amathuba okutshala imali embonini yezamandla azogqama kakhulu.
Njengamanje, i-Slocable nayo ithuthukiswe ngempumeleloizixhumi ezikhethekile zokugcina amandlafuthiamahhanisi okufaka izintambo anamandla kagesi aphezulukumasistimu okugcina amandla.Uma unemibuzo noma iziphakamiso, sicela uxhumane nathi!
I-Dongguan Slocable Photovoltaic Technology Co.,LTD.
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