Iqhutshwa yinkinga yamandla yaseYurophu kanye nenqubomgomo yasekhaya yokwabiwa nokugcinwa okuyimpoqo, imboni yokugcina amandla ibilokhu ishisa kusukela ngo-2022, futhi isidume kakhulu kulo nyaka, isiba “ingoma yenkanyezi” yoqobo.Ebhekene nomkhuba onjalo, inani elikhulu lezinkampani kanye nenhloko-dolobha ngokwemvelo igijimela ukungena, izama ukubamba leli thuba esikhathini sokuthuthuka okusheshayo kwemboni.
Kodwa-ke, ukuthuthukiswa kwemboni yokugcina amandla akukuhle njengoba bekulindelekile.Kuthathe iminyaka emibili kuphela ukusuka “ekushiseni kwemboni” kuya “esigabeni sokulwa”, futhi uguquko lwemboni selufike ngokuphazima kweso.
Kusobala ukuthi umjikelezo wokukhula kobuqaba wemboni yokugcina amandla usudlulile, ukuguqulwa okukhulu akunakugwenywa, futhi isimo sokuncintisana sezimakethe siya ngokuya singabi nobungane ezinkampanini ezinobuchwepheshe obubuthakathaka, isikhathi esifushane sokusungulwa, kanye nezinga lezinkampani ezincane.
Ngokuxhamazela, ubani ozobhekana nokuphepha kokugcinwa kwamandla?
Njengesisekelo esiyinhloko sokwakha uhlelo olusha lwamandla, ukugcinwa kwamandla kudlala indima ebalulekile ekugcineni amandla nokulinganisa, ukuthunyelwa kwegridi, ukusetshenziswa kwamandla avuselelekayo kanye nezinye izinkambu.Ngakho-ke, ukuduma kwethrekhi yokugcina amandla kuhlobene eduze nesidingo semakethe esiqhutshwa izinqubomgomo.Baluleke kakhulu.
Njengoba imakethe iyonke ishoda, eminyakeni yamuva, izinkampani zamabhethri ezisunguliwe ezihlanganisa i-CATL, BYD, Yiwei Lithium Energy, njll., kanye namandla amasha okugcina amandla afana ne-Haichen Energy Storage kanye ne-Chuneng New Energy seziqalile ukugxila emandleni. amabhethri okugcina.Ukwanda okukhulu kokukhiqiza kukhulise umdlandla wokutshalwa kwezimali endaweni yokugcina amandla.Kodwa-ke, njengoba izinkampani ezihamba phambili zamabhethri seziqede ukwakheka kwazo okuyinhloko kwamandla okukhiqiza phakathi kuka-2021-2022, ngokombono wezinkampani ezitshalwa yizimali zizonke, izinhlangano eziyinhloko ezitshala imali ekwandiseni ukukhiqizwa kulo nyaka iningi lezinkampani zamabhethri zesigaba sesibili nesesithathu ezifake imali eningi ekwandiseni ukukhiqizwa kwalo nyaka. engakawenzi ukuhlelwa kwamandla okukhiqiza, kanye nabasanda kungena.
ukugcinwa kwamandla, amandla amasha, ibhethri ye-lithium
Ngokuthuthuka okusheshayo kwemboni yokugcina amandla, amabhethri okugcina amandla aba "kufanele ancintisane" kumabhizinisi ahlukahlukene.Ngokusho kwedatha evela ku-“White Paper on Development of China’s Energy Storage Battery Industry (2023)” ekhishwe ngokuhlanganyela yizikhungo zocwaningo i-EVTank, i-Ivey Economic Research Institute kanye ne-China Battery Industry Research Institute, engxenyeni yokuqala ka-2023, ibhethri yokugcina amandla emhlabeni wonke. ukuthunyelwa kufinyelele ku-110.2GWh, okuwunyaka nonyaka ukukhuphuka kwama-73.4%, lapho ukuthunyelwa kwebhethri yesitoreji samandla e-China bekuyi-101.4GWh, okuhlanganisa u-92% wokuthunyelwa kwamabhethri okugcina amandla emhlabeni jikelele.
Ngamathemba amakhulu kanye nezinzuzo eziningi zethrekhi yokugcina amandla, bayanda abadlali abasha abangena, futhi inani labadlali abasha liyamangaza.Ngokusho kwedatha ye-Qichacha, ngaphambi kuka-2022, inani lezinkampani ezisanda kusungulwa embonini yokugcina amandla alikaze lidlule i-10,000.Ngo-2022, inani lezinkampani ezisanda kusungulwa lizofinyelela ku-38,000, futhi kuzoba nezinkampani eziningi ezintsha ezisungulwe kulo nyaka, futhi ukuthandwa kubonakala.Indawo.
Ngenxa yalokhu, ngokumelene nesizinda sokuthutheleka kwezinkampani zokugcina amandla kanye nomjovo wemali eqinile, izinsiza zezimboni zithululela emgqeni webhethri, futhi isimo sokugcwala ngokweqile siye saba sobala.Kuyaqapheleka ukuthi kunabalandeli abaningi phakathi kwamaphrojekthi amasha wokutshala imali, abathi inkampani ngayinye inamandla amakhulu okukhiqiza kunomunye.Uma ubudlelwano bokunikezela kanye nesidingo buhlehlisiwe, ingabe kuzoba nokuhlenga kabusha okukhulu?
Abangaphakathi embonini bathe isizathu esikhulu salo mzuliswano wokukhula kwesakhiwo sokugcina amandla ukuthi okulindelwe ezimakethe zangomuso zokugcinwa kwamandla kuphezulu kakhulu.Ngenxa yalokho, ezinye izinkampani zikhethe ukutshala imali ekwandiseni umthamo nasekuthuthukisweni kwemingcele ngemuva kokubona indima yokugcinwa kwamandla emigomeni yekhabhoni embaxambili.Imboni isingenile embonini, futhi labo abangahlobene bonke babambe iqhaza ebhizinisini lokugcina amandla.Ukwenza kahle noma cha kuzokwenziwa kuqala.Ngenxa yalokho, imboni igcwele izinxushunxushu futhi izingozi zokuphepha zigqamile.
I-Battery Network yaqaphela ukuthi muva nje, iphrojekthi kaTesla yokugcina amandla e-Australia yaphinde yavutha umlilo ngemva kweminyaka emibili.Ngokusho kwezindaba, elinye lamaphakethe ebhethri amakhulu angama-40 ephrojekthi yebhethri yaseBouldercombe eRockhampton lavutha.Ngaphansi kokuqondisa kwezicishamlilo, amaphakethe ebhethri ayevunyelwe ukuba ashise.Kuyaqondakala ukuthi ekupheleni kukaJulayi 2021, enye iphrojekthi yokugcina amandla e-Australia esebenzisa uhlelo lwe-Tesla's Megapack nayo yaba nomlilo, futhi umlilo wahlala izinsuku ezimbalwa ngaphambi kokuba ucishwe.
Ngaphezu kwemililo eziteshini ezinkulu zokugcina amandla kagesi, izingozi zokugcina amandla ezindlini nazo zenzeke kaningi eminyakeni yamuva nje.Sekukonke, imvamisa yezingozi zokugcinwa kwamandla ekhaya naphesheya kusesigabeni esiphakeme kakhulu.Izimbangela zezingozi zibangelwa kakhulu amabhethri, ikakhulukazi uma esebenza.Amasistimu okugcina amandla eminyakeni kamuva.Ngaphezu kwalokho, amanye amabhethri asetshenziswa kumaphrojekthi okugcina amandla ahlangabezane nezingozi eminyakeni yamuva avela ezinkampanini ezihamba phambili zamabhethri.Kuyabonakala ukuthi nezinkampani ezihamba phambili ezinolwazi olunzulu azikwazi ukuqinisekisa ukuthi ngeke kube nezinkinga, ingasaphathwa eyokungena emakethe.
Wu Kai, usosayensi omkhulu we-CATL
Umthombo wesithombe: CATL
Muva nje, u-Wu Kai, usosayensi omkhulu we-CATL, uthe enkulumweni yaphesheya, "Imboni entsha yokugcina amandla ithuthuka ngokushesha futhi iba isigxobo esisha sokukhula.Eminyakeni yamuva, akubona kuphela labo abenza amabhethri abathengi namabhethri ezimoto asebeqalile ukwenza amabhethri okugcina amandla, kodwa ezinye izimboni ezifana nezindlu ezithengiswayo nazo seziqalile ukwenza amabhethri okugcina amandla.”, izinto zasendlini, izingubo zokugqoka, ukudla, njll. konke kuyisitoreji samandla esiwela umngcele.Kuyinto enhle ukuthi imboni idlondlobale, kodwa nathi kumele sibubone ubungozi bokugijimela phezulu.”
Ngenxa yokungena kwabadlali abaningi abawela imingcele, ezinye izinkampani ezingenabo ubuchwepheshe obuyisisekelo futhi zenza imikhiqizo ngezindleko eziphansi kungenzeka zikhiqize isitoreji samandla esisezingeni eliphansi futhi zingase zingakwazi ngisho nokwenza umsebenzi wokulungisa ngemva kokulungiswa.Uma kwenzeka ingozi embi, yonke imboni yokugcina amandla ingase ithinteke.Ukuthuthukiswa kwemboni kwehle kakhulu.
Ngokombono kaWu Kai, ukuthuthukiswa kwendawo yokugcina amandla entsha ngeke kusekelwe enzuzweni yesikhashana kodwa kufanele kube yisixazululo sesikhathi eside.
Isibonelo, kulo nyaka, izinkampani eziningi ezisohlwini "zifile" ekuthuthukisweni kwazo kwebhethri yokugcina amandla emngceleni, kuhlanganise namabhizinisi amancane naphakathi, angenaso isikhathi esilula.Uma lezi zinkampani zihoxa kancane kancane emakethe futhi empeleni sezifake imikhiqizo yokugcina amandla, ubani ozoba nezinkinga zokuphepha?Woza uzokhuluma iqiniso?
Ukuguquguquka kwamanani, indlela yokulondoloza imvelo yemboni?
Kusukela ezikhathini zasendulo kuze kube manje, esinye sezici ezijwayelekile kakhulu zokuguqukela embonini “impi yamanani”.Lokhu kuyiqiniso kungakhathaliseki ukuthi iyiphi imboni, inqobo nje uma ishibhile, izoba khona imakethe.Ngakho-ke, impi yentengo embonini yokugcina amandla iye yaqina kusukela kulo nyaka, nezinkampani eziningi ezizama ukubamba ama-oda ngisho nokulahlekelwa, zigxile kumasu amanani aphansi.
I-Battery Network yaqaphela ukuthi kusukela ngonyaka odlule, izintengo zokubhida zezinhlelo zokugcina amandla ziqhubekile nokuwa.Izimemezelo zokubhida esidlangalaleni zibonisa ukuthi ekuqaleni kuka-2022, inani eliphakeme lentengo yebhidi yezinhlelo zokulondoloza amandla lifinyelele ku-1.72 yuan/Wh, futhi lehla laya cishe ku-1.5 yuan/Wh ekupheleni konyaka.Ngo-2023, izokwehla inyanga nenyanga.
Kuyaqondakala ukuthi imakethe yasekhaya yokugcina amandla ibheka ukubaluleka okukhulu ekusebenzeni kwamabhizinisi, ngakho-ke amanye amabhizinisi angathanda ukucaphuna inani eliseduze nenani lezindleko, noma ephansi kunentengo yezindleko zokubamba ama-oda, ngaphandle kwalokho ngeke abe nanzuzo ekuthengeni. inqubo yokubhida kamuva.Isibonelo, e-China Energy Construction's 2023 lithium iron phosphate ibhethri yesistimu yokugcina amandla emaphakathi, i-BYD icaphune amanani aphansi kakhulu angu-0.996 yuan/Wh kanye no-0.886 yuan/Wh ezigabeni zebhidi ezingu-0.5C kanye no-0.25C ngokulandelanayo.
Abanye abahlaziyi bakholelwa ukuthi isizathu sokunikeza intengo ephansi kungenzeka ukuthi ukugxila kwangaphambilini kwe-BYD ebhizinisini lokugcina amandla kwakuphesheya kwezilwandle.Ibhidi yentengo ephansi iwuphawu lokuthi i-BYD ingene emakethe yasekhaya yokugcina amandla.
Ngokombiko we-China National Securities Securities Research Report, inani lezinhlelo eziwinayo zesistimu yokugcina amandla ebhethri ye-lithium ngo-Okthoba kulo nyaka lifinyelele ku-1,127MWh.Amaphrojekthi awinile ikakhulukazi amaphrojekthi aphakathi nendawo kanye namaphrojekthi okugcina amandla okwabelwana ngawo yizinkampani ezinkulu zamandla, futhi bekukhona nenani elincane lemiklamo yokusabalalisa umoya nelanga kanye nokugcinwa.Kusukela ngoJanuwari kuya ku-Okthoba, isikali sezinhlelo eziwinayo zesistimu yebhethri ye-lithium yokugcina amandla sesifinyelele ku-29.6GWh.Intengo yebhidi yokuwina enesisindo esilinganiselwe yamasistimu okugcina amandla wamahora angu-2 ngo-Okthoba yayingu-0.87 yuan/Wh, eyayingu-0.08 yuan/Wh ngaphansi kwenani elijwayelekile ngoSepthemba.
Kuhle ukusho ukuthi muva nje, i-State Power Investment Corporation ivule amabhidi okuthengwa kwe-e-commerce kwezinhlelo zokugcina amandla ngo-2023. Isamba sesikali sokuthengwa kwethenda singu-5.2GWh, okuhlanganisa nesistimu yokugcina amandla ye-lithium iron phosphate eyi-4.2GWh kanye 1GWh isistimu yokugcina amandla ebhethri..Phakathi kwazo, phakathi kwezingcaphuno zohlelo lwe-0.5C, intengo ephansi kakhulu ifinyelele ku-0.644 yuan/Wh.
Ngaphezu kwalokho, intengo yamabhethri okugcina amandla ibilokhu yehla kaningi.Ngokwesimo sakamuva sokubhida, intengo yokuthenga emaphakathi yamaseli okugcina amandla ifinyelele ebangeni elingu-0.3-0.5 yuan/Wh.Lo mkhuba unjengoba u-Dai Deming, usihlalo weChuneng New Energy, eshilo ngaphambilini Kuthiwa ekupheleni kwalo nyaka, amabhethri okugcina amandla azothengiswa ngentengo engekho ngaphezu kwe-0.5 yuan/Wh.
Ngokombono wochungechunge lwemboni, kunezizathu eziningi zempi yamanani embonini yokugcina amandla.Okokuqala, izinkampani eziholayo ziye zandisa kakhulu ukukhiqizwa futhi abadlali abasha benze izinguquko ezinkulu, okuye kwadida indawo yokuncintisana futhi kwabangela izinkampani ukuba zibambe imakethe ngamanani aphansi;okwesibili, ubuchwepheshe Ukuthuthukiswa okuqhubekayo kuzokhuthaza ukuncishiswa kwezindleko zamabhethri okugcina amandla;okwesithathu, intengo yezinto zokusetshenziswa iyaguquguquka futhi yehle, futhi ukuncishiswa kwentengo kukonke kwemboni nakho kuwumphumela ongenakugwenywa.
Ngaphezu kwalokho, kusukela engxenyeni yesibili yalo nyaka, ama-oda okonga amakhaya aphesheya kwezilwandle aqale ukwehla, ikakhulukazi eYurophu.Ingxenye yesizathu ivela eqinisweni lokuthi intengo yamandla iyonke e-Europe yehle yafika ezingeni ngaphambi kokungqubuzana kweRussia-Ukraine.Ngesikhathi esifanayo, uhulumeni wasekhaya uphinde wethula izinqubomgomo zokuzinzisa ukuhlinzekwa kwamandla kagesi, ngakho-ke ukupholisa ukugcinwa kwamandla kuyinto evamile.Phambilini, umthamo wokukhiqiza owandisiwe wezinkampani zasekhaya nezaphesheya kwezilwandle ezigcina ugesi wawungekho lapho wawungakhululwa khona, futhi ukusilela emuva kwempahla kwakungathengiswa kuphela ngamanani aphansi.
Umthelela wezimpi zamanani embonini uchungechunge: esimweni sokuwa kwamanani, ukusebenza kwabahlinzeki abaphezulu kuyaqhubeka nokuba ngaphansi kwengcindezi, okungathinta kalula ukusebenza kwenkampani kanye ne-R&D;kuyilapho abathengi abaphansi bazoqhathanisa izinzuzo zentengo futhi banganaki kalula imikhiqizo.Izinkinga zokusebenza noma zokuphepha.
Yiqiniso, lo mzuliswano wempi yentengo ungase ulethe ukuguqulwa okukhulu embonini yokugcina amandla, futhi ingase ikhulise i-Matthew Effect embonini.Phela, kungakhathaliseki ukuthi iyiphi imboni, izinzuzo zobuchwepheshe, amandla ezezimali, kanye nesilinganiso somthamo wokukhiqiza wamabhizinisi aholayo kungaphezu kwamandla amabhizinisi amancane naphakathi ukuze aqhubeke nokuncintisana.Uma impi yamanani ihlala isikhathi eside, izoba yinzuzo kakhulu emabhizinisini amakhulu, futhi amandla namandla amancane amabhizinisi esigaba sesibili nesesithathu azoba nawo.Izimali zisetshenziselwa ukuthuthukiswa kobuchwepheshe, ukuphindaphinda kwemikhiqizo, nokwandisa umthamo wokukhiqiza, okwenza imakethe igxile kakhulu.
Abadlali abavela kuzo zonke izizinda zempilo bayatheleka, amanani omkhiqizo ehla ngokuphindaphindiwe, isistimu evamile yokugcina amandla ayiphelele, futhi kunezingozi zokuphepha ezingenakuzitshwa.Ukuvela kwamanje kwayo yonke imboni yokugcina amandla kukhinyabeze intuthuko enempilo yemboni.
Esikhathini sokugcina amandla amakhulu, kufanele siyifunde kanjani imibhalo yebhizinisi?
Ukusebenza kwezinkampani ezisohlwini zebhethri ye-lithium kumakota amathathu okuqala ka-2023
Ngokusho kokusebenza kwezinkampani ezisohlwini lwe-A-share lithium battery (kuphela izinkampani ezikhiqiza amabhethri aphakathi nendawo, ngaphandle kwezinkampani ezisesigabeni sezinto zokwakha kanye nemishini ekhuphukayo) ezihlungwe yiBattery Network engxenyeni yokuqala yokuqala ka-2023, imali engenayo isiyonke yezinkampani ezisohlwini ezingama-31. okufakwe ezibalweni kungu-1.04 trillion yuan, nenzuzo isiyonke yama-yuan ayizigidi eziyizinkulungwane ezingama-71.966, futhi izinkampani eziyi-12 zithole kokubili imali engenayo kanye nokukhula kwenzuzo yonke.
Okungenakunakwa ukuthi phakathi kwezinkampani zebhethri ze-lithium ezifakwe ohlwini ezifakwe kwizibalo, i-17 kuphela ibe nokukhula okuhle kwemali engenayo yokusebenza konyaka ezingxenyeni ezintathu zokuqala, ezibalelwa cishe ku-54.84%;I-BYD ibe nezinga eliphezulu lokukhula, lafinyelela ku-57.75%.
Sekukonke, nakuba isidingo samabhethri kagesi namabhethri okugcina amandla siqhubekile nokukhula kusukela ekuqaleni kwalo nyaka, izinga lokukhula liye lehla.Kodwa-ke, ngenxa yokwehliswa kwesitoko okuqhubekayo esigabeni sokuqala, isidingo samabhethri wabathengi namabhethri amancane akubonanga ukululama okubalulekile.Izigaba ezintathu ezingenhla zibekwe phezulu.Kunamazinga ahlukahlukene okuncintisana ngamanani aphansi emakethe yamabhethri, kanye nokushintshashintsha okuphawulekayo kwezintengo zempahla eluhlaza kanye nezinye izici.Ukusebenza okuphelele kwezinkampani zebhethri ye-lithium ezisohlwini kungaphansi kwengcindezi.
Yiqiniso, imboni yokugcina amandla ingenisa ukuqhuma okukhulu.Isitoreji samandla e-Electrochemical esimelelwe amabhethri e-lithium sizothatha isikhundla esikhulu embonini yokugcina amandla.Lesi sekuwumcimbi othile vele.Abanye abantu embonini bathi isimo samanje semboni yokugcina amandla sifana ncamashi nesensimbi, i-photovoltaics nezinye izinkambu.Izimo ezinhle zezimboni ziholele ekubeni namandla ngokweqile futhi izimpi zamanani azinakugwenywa.
Ibhethri lamandla, ibhethri yokugcina amandla, ibhethri ye-lithium
Ngokusho kwe-EVTank, isidingo somhlaba wonke samabhethri (ukugcina amandla) sizoba ngu-1,096.5GWh kanye no-2,614.6GWh ngokulandelana kwawo ngo-2023 nango-2026, futhi izinga lokusebenzisa amandla embonini yonke lizokwehla lisuka ku-46.0% ngo-2023 liye ku-2026%. I-EVTank ithe ngokwanda ngokushesha kwamandla okukhiqiza embonini, izinkomba zokusebenzisa amandla awo wonke amandla (isitoreji samandla) imboni yebhethri iyakhathaza.
Muva nje, mayelana nokushintshashintsha kwemboni yebhethri ye-lithium, i-Yiwei Lithium Energy yathi ocwaningweni lwe-ejensi yokwamukela abantu ukuthi kusukela engxenyeni yesithathu yalo nyaka, kulindeleke ukuthi imboni yebhethri ye-lithium izofinyelela esigabeni sokuthuthuka esinengqondo nesilungile ikota yesine.Ngokuvamile, ukuhlukaniswa kwezimboni kuzofika kulo nyaka.Ezinhle zizoba ngcono.Izinkampani ezingakwazi ukwenza inzuzo zingase zibhekane nesimo esinzima kakhulu.Inani lokuba khona kwezinkampani ezingakwazi ukwenza inzuzo lizoqhubeka nokwehla.Okwamanje, izinkampani zamabhethri zidinga ukuzuza ukuthuthukiswa kwekhwalithi ephezulu futhi ziphokophele ezobuchwepheshe, ikhwalithi, ukusebenza kahle, kanye nokwenza idijithali.Lena indlela enempilo yentuthuko.
Mayelana nezimpi zamanani, akukho mboni engakugwema.Uma noma iyiphi inkampani inganciphisa izindleko futhi yandise ukusebenza kahle ngaphandle kokudela ikhwalithi yomkhiqizo, empeleni izokhuthaza ukuthuthukiswa kwemboni;kodwa uma kuwukuncintisana okungahlelekile, kungancamela ukudela ukusebenza koMkhiqizo kanye nekhwalithi okufanele iqhudelane ngama-oda, kodwa lokho ngeke kumelane novivinyo lwesikhathi.Ikakhulukazi, ukugcinwa kwamandla akuwona umkhiqizo wesikhathi esisodwa futhi kudinga ukusebenza nokugcinwa isikhathi eside.Ixhumene nokuphepha futhi ihlobene eduze nesithunzi senkampani.
Mayelana nokuncintisana kwamanani emakethe yokugcina amandla, i-Yiwei Lithium Energy ikholelwa ukuthi ukuncintisana kwamanani kufanele kube khona, kodwa kukhona kuphela phakathi kwezinye izinkampani.Izinkampani ezehlisa izintengo kuphela kodwa ezingenalo ikhono lokuphindaphinda imikhiqizo nobuchwepheshe ngokuqhubekayo azikwazi ukuba phakathi kwezinkampani ezingcono esikhathini eside.ukuncintisana emakethe.I-CATL iphinde yaphendula ngokuthi okwamanje kukhona ukuncintisana kwamanani aphansi emakethe yasekhaya yokugcina amandla, futhi inkampani ithembele ekusebenzeni kanye nekhwalithi yemikhiqizo yayo ukuze iqhudelane, kunokuba kumaqhinga amanani aphansi.
Izibalo zikhombisa ukuthi inqwaba yezifundazwe namadolobhakazi ezweni lonke amemezele ngokulandelana izinhlelo zokuthuthukisa ukugcinwa kukagesi.Imakethe yasekhaya yokugcina amandla isesikhathini esibucayi kusukela esigabeni sokuqala sokufaka isicelo kuya ekusetshenzisweni kwezinga elikhulu.Phakathi kwazo, kunesikhala esikhulu sokuthuthukiswa kwendawo yokugcina amandla e-electrochemical, futhi ngezinga elithile Lokhu kushukumise umfula okhuphukayo nophansi wochungechunge lwezimboni ukuze kusheshiswe ukwakheka kwezimboni ezihlobene.Kodwa-ke, uma sibheka izimo zamanje zesicelo sasekhaya, iningi lazo lisesesigabeni sokwabiwa okuphoqelekile nokugcinwa, futhi isimo sokwabiwa kodwa esingasetshenzisiwe kanye nezinga eliphansi lokusebenzisa liyabonakala.
Ngomhla zingama-22 kuNovemba, ukuze kumiswe ukuphathwa kokuxhumeka kwegridi yokugcina amandla, kwandiswe indlela yokusebenza yokuthumela, ukunikeza indima ephelele yokugcina amandla amasha, futhi kusekelwe ukwakhiwa kwezinhlelo ezintsha zamandla nezinhlelo ezintsha zamandla, i-National Energy. Abaphathi bahlele ukuhlelwa “Kwesaziso Sokuthuthukisa Isitoreji Samandla Entsha Ekuxhumekeni Kwegridi Nokusebenza Kokuthumela (Okusalungiswa Kokuphawula)” futhi bacele imibono emphakathini.Lokhu kubandakanya ukuqinisa ukuphathwa kwamaphrojekthi amasha okugcina amandla, ukuhlinzeka ngezinsizakalo ezintsha zokuxhuma igridi yokugcina amandla, kanye nokukhuthaza ukusetshenziswa kwendawo yokugcina amandla ngendlela egxile emakethe.
Ezimakethe zaphesheya kwezilwandle, nakuba ama-oda esitoreji sasendlini eseqalile ukuphola, ukwehla okukhulu kwesidingo okubangelwa inkinga yamandla kuyinto evamile.Mayelana nokugcinwa kwamandla ezimbonini nezohwebo kanye nesitoreji esikhulu, isidingo semakethe yaphesheya sihlala sinjalo.Muva nje, i-CATL kanye noRuipu Lanjun bane, Haichen Energy Storage, Narada Power nezinye izinkampani zimemezele ngokulandelana ukuthi zithole ama-oda amakhulu okugcina amandla ezimakethe zaphesheya kwezilwandle.
Ngokombiko wakamuva wocwaningo we-China International Finance Securities, ukugcinwa kwamandla kuba ukonga ezifundeni eziningi.Ngesikhathi esifanayo, izidingo zasekhaya kanye nezilinganiso zokusabalalisa nokugcinwa kwamandla amasha ziyaqhubeka nokwanda, ukusekelwa kwenqubomgomo yaseYurophu yokugcina izinto ezinkulu kuye kwanda, futhi ubudlelwano beSino-US buye baba ngcono kancane., kulindeleke ukuthi ikhuthaze ukuthuthukiswa okusheshayo kwesitoreji esikhulu kanye nokugcinwa kwamandla ohlangothini lwabasebenzisi ngonyaka ozayo.
I-Everview Lithium Energy ibikezela ukuthi izinga lokukhula komkhakha wokugcinwa kwamandla kulindeleke ukuthi likhule ngesivinini ngo-2024, ngoba amanani ebhethri ehle afinyelela ezingeni lamanje futhi anomnotho omuhle.Isidingo sokugcinwa kwamandla ezimakethe zaphesheya kulindeleke ukuthi sigcine ukukhula okuphezulu..
Isikhathi sokuthumela: Dec-21-2023