Iqhutywa yingxaki yamandla aseYurophu kunye nomgaqo-nkqubo wasekhaya wolwabiwo olunyanzelekileyo kunye nokugcinwa, ishishini lokugcina amandla liye lafudumala ukusukela ngo-2022, kwaye liye laduma ngakumbi kulo nyaka, liba “ngumzila weenkwenkwezi” wokwenyani.Ukujongana nomkhwa onjalo, inani elikhulu leenkampani kunye nenkunzi yemali ngokwemvelo ingxamele ukungena, izama ukulibamba ithuba ngexesha lophuhliso olukhawulezayo lweshishini.
Nangona kunjalo, uphuhliso loshishino lokugcina amandla alukho kakuhle njengoko kulindelekile.Kuthathe nje iminyaka emibini ukusuka “kwishishini lokufudumeza” ukuya “kwinqanaba lokulwa”, kwaye inguqu yeshishini ifike ngokuqhwanyaza kweliso.
Kucacile ukuba umjikelo wokukhula kobuqhetseba kwishishini lokugcina amandla udlulile, uhlengahlengiso olukhulu alunakuphepheka, kwaye imeko yokhuphiswano lweemarike iya isiba mbi kakhulu kwiinkampani ezinobuchwephesha obubuthathaka, ixesha elifutshane lokusekwa, kunye nesikali senkampani encinci.
Ngokungxama, ngubani oya kuba noxanduva lokhuseleko lokugcinwa kwamandla?
Njengenkxaso ephambili yokwakha inkqubo entsha yamandla, ukugcinwa kwamandla kudlala indima ebalulekileyo ekugcinweni kwamandla kunye nokulinganisa, ukuthunyelwa kwegridi, ukusetyenziswa kwamandla avuselelekayo kunye nezinye iindawo.Ngoko ke, ukuthandwa kwendlela yokugcina amandla kuhambelana ngokusondeleyo nemfuno yemarike eqhutywa yimigaqo-nkqubo.Ibaluleke kakhulu.
Njengoko imarike iyonke inqabile, kwiminyaka yakutshanje, iinkampani zebhetri ezisekiweyo ezibandakanya iCATL, BYD, Yiwei Lithium Energy, njl., kunye nemikhosi emitsha yokugcina amandla njengeHaichen Energy Storage kunye neChuneng Energy New sele iqalile ukugxila kumandla. iibhetri zokugcina.Ukwandiswa okumandla kwemveliso kuye kwakhulisa umdla wotyalo-mali kwindawo yokugcina amandla.Nangona kunjalo, kuba iinkampani ezikhokelayo zebhetri ziye zagqibezela ubume bazo obuphambili bemveliso ngexesha lika-2021-2022, ngokwembono yeenkampani zotyalo-mali zizonke, awona macandelo aphambili atyala imali ekwandiseni imveliso kulo nyaka ikakhulu ziinkampani zebhetri zenqanaba lesibini kunye nelesithathu. ayikenziwa uyilo lwamandla emveliso, kunye nabangeneli abatsha.
ukugcinwa kwamandla, amandla amatsha, ibhetri ye-lithium
Ngophuhliso olukhawulezayo lweshishini lokugcina amandla, iibhetri zokugcina amandla ziba "kufuneka zikhuphisane" kumashishini ahlukeneyo.Ngokutsho kwedatha evela kwi "White Paper kuPhuhliso lwe-China's Energy Storage Battery Industry (2023)" ngokudibeneyo ekhutshwe ngamaziko ophando i-EVTank, i-Ivey Economic Research Institute kunye ne-China Battery Industry Research Institute, kwisiqingatha sokuqala se-2023, ibhetri yokugcina amandla ehlabathi. ukuthunyelwa kwafika kwi-110.2GWh, ukunyuka konyaka-ngonyaka we-73.4%, apho ukuthunyelwa kwebhetri yokugcina amandla e-China kwakuyi-101.4GWh, i-akhawunti ye-92% yokuthunyelwa kwebhetri yokugcina amandla emhlabeni jikelele.
Ngamathemba amakhulu kunye neengenelo ezininzi zengoma yokugcina amandla, baya besanda abadlali abatsha begxalathelana, kwaye inani labadlali abatsha liyethusa.Ngokutsho kwedatha yeQichacha, ngaphambi kwe-2022, inani leenkampani ezisanda kusekwa kwishishini lokugcina amandla alizange lidlule i-10,000.Ngo-2022, inani leenkampani ezisanda kusekwa liya kufikelela kwi-38,000, kwaye kuya kubakho iinkampani ezintsha ezisungulwa kulo nyaka, kwaye ukuthandwa kubonakala.Indawo.
Ngenxa yoko, ngokubhekiselele kwimvelaphi yeenkampani zokugcina amandla kunye ne-injection ye-capital eyomeleleyo, izixhobo zoshishino zithululela kumkhondo webhetri, kwaye i-phenomenon of overcapacity iye yacaca ngakumbi.Kuyafaneleka ukuba uqaphele ukuba kukho abalandeli abaninzi phakathi kweeprojekthi zotyalo-mali ezintsha, besithi inkampani nganye inomthamo omkhulu wokuvelisa kunomnye.Nje ukuba unikezelo kunye nobudlelwane bemfuno bubuyiselwe umva, ngaba kuya kubakho uhlenga-hlengiso olukhulu?
Abangaphakathi kwimizi-mveliso bathi esona sizathu siphambili salo mjikelo wogcino lwamandla luyakhula kukuba ulindelo lwentengiso lwekamva logcino lwamandla luphezulu kakhulu.Ngenxa yoko, ezinye iinkampani ziye zakhetha ukutyalomali ekwandiseni umthamo kunye nophuhliso lwemida emva kokubona indima yokugcina amandla kwiinjongo ezimbini zekhabhoni.Ishishini liye langena kwishishini, kwaye abo banganxulumananga bonke babandakanyeka kwishishini lokugcina amandla.Ukwenza kakuhle okanye hayi kuya kwenziwa kuqala.Ngenxa yoko, ishishini ligcwele isiphithiphithi kwaye iingozi zokhuseleko zivelele.
Inethiwekhi yeBattery yaqaphela ukuba kutshanje, iprojekthi yokugcina amandla kaTesla e-Australia yabamba umlilo kwakhona emva kweminyaka emibini.Ngokutsho kweendaba, enye yeepakethe zebhetri ze-40 ezinkulu kwiprojekthi yebhetri yaseBouldercombe e-Rockhampton yabamba umlilo.Ngaphantsi kolawulo lwabacimi bomlilo, iipakethi zebhetri zavunyelwa ukuba zitshise.Kuyaqondwa ukuba ekupheleni kukaJulayi 2021, enye iprojekthi yokugcina amandla e-Australia isebenzisa inkqubo ye-Tesla's Megapack nayo yayinomlilo, kwaye umlilo wahlala iintsuku eziliqela ngaphambi kokuba ucinywe.
Ukongeza kwimililo kwizikhululo zamandla okugcina amandla amakhulu, iingozi zogcino lwamandla ezindlini ziye zenzeka rhoqo kwiminyaka yakutshanje.Ngokubanzi, ukuphindaphinda kweengozi zokugcina amandla ekhaya nakwamanye amazwe kusekwinqanaba eliphezulu.Oonobangela beengozi ubukhulu becala zibangelwa ziibhetri, ngakumbi xa zifakwa ekusebenzeni.Iinkqubo zokugcina amandla kwiminyaka kamva.Ngaphezu koko, ezinye iibhetri ezisetyenziswa kwiiprojekthi zokugcina amandla ezifumene iingozi kwiminyaka yakutshanje zivela kwiinkampani eziphambili zebhetri.Kuyabonakala ukuba neenkampani ezikhokelayo ezinamava anzulu azinakuqinisekisa ukuba akusayi kubakho ngxaki, kungasathethwa ke ngeenkampani ezintsha ezingena emarikeni.
Wu Kai, inzululwazi eyintloko yeCATL
Umthombo womfanekiso: CATL
Kutshanje, uWu Kai, isazinzulu esiyintloko seCATL, uthe kwintetho yaphesheya, "Ishishini elitsha lokugcina amandla likhula ngokukhawuleza kwaye liba yipali entsha yokukhula.Kwiminyaka yakutshanje, ingengabo kuphela abo benza iibhetri zabathengi kunye neebhetri zemoto abaqalise ukwenza iibhetri zokugcina amandla, kodwa amanye amashishini afana nezindlu nomhlaba nawo aqalisile ukwenza iibhetri zokugcina amandla., izixhobo zasekhaya, impahla, ukutya, njl. zizinto zokugcina amandla ezinqumla imida.Yinto entle ukuba eli shishini liqhubele phambili, kodwa kufuneka sibone umngcipheko wokugxalathelana ukuya phezulu.”
Ngenxa yokungena kwabadlali abaninzi abawela imida, ezinye iinkampani ezingenazo itekhnoloji ezingundoqo kunye nokuvelisa iimveliso ngexabiso eliphantsi zinokuthi zivelise ukugcinwa kwamandla aphantsi kwaye zingakwazi nokwenza emva kokugcinwa.Nje ukuba kwenzeke ingozi enkulu, lonke ishishini lokugcina amandla linokuchaphazeleka.Uphuhliso loshishino lwehlile kakhulu.
Kwimbono kaWu Kai, uphuhliso lokugcinwa kwamandla amatsha alukwazi ukusekwe kwinzuzo yethutyana kodwa kufuneka ibe sisisombululo sexesha elide.
Ngokomzekelo, kulo nyaka, iinkampani ezininzi ezidweliswe "zifile" ekuphuhliseni ibhetri yokugcina amandla e-cross-border, kubandakanywa namanye amashishini amancinci naphakathi, angenalo ixesha elilula.Ukuba ezi nkampani zirhoxa kancinci kancinci kwimarike kwaye zifakele iimveliso zokugcina amandla, ngubani oza kuba nemiba yokhuseleko?Yiza ukuthetha inyani?
Ukunyuka kwexabiso, indlela yokugcina i-ecology yoshishino?
Ukusukela kumaxesha amandulo ukuza kuthi ga ngoku, enye yezona zinto ziqhelekileyo zokuguquguquka kweshishini “yimfazwe yamaxabiso”.Oku kuyinyani kungakhathaliseki ukuba leliphi ishishini, ukuba nje lincinci, kuya kubakho imarike.Ngoko ke, imfazwe yexabiso kwishishini lokugcina amandla liye laqina ukususela kulo nyaka, kunye neenkampani ezininzi zizama ukubamba ii-odolo nakwilahleko, zijolise kwizicwangciso zexabiso eliphantsi.
Inethiwekhi yeBattery yaqaphela ukuba ukususela kunyaka odlulileyo, amaxabiso ebhidi yeenkqubo zokugcina amandla aqhubekile nokuwa.Izibhengezo zebhidi kawonke-wonke zibonisa ukuba ekuqaleni kuka-2022, ixabiso eliphezulu lexabiso leenkqubo zokugcina amandla lifikelele kwi-1.72 yuan/Wh, kwaye lehla laya kutsho malunga ne-1.5 yuan/Wh ekupheleni konyaka.Ngo-2023, iya kuwa inyanga nenyanga.
Kuyaqondwa ukuba imarike yogcino lwamandla yasekhaya incamathela ukubaluleka okukhulu ekusebenzeni kwamashishini, ngoko ke amanye amashishini angathanda ukucaphula ixabiso elikufutshane nexabiso leendleko, okanye lisezantsi kwexabiso leendleko zokuthatha iiodolo, kungenjalo abayi kuba nanzuzo kwixabiso lentengo. inkqubo yokubhida kamva.Umzekelo, e-China Energy Construction's 2023 lithium iron phosphate battery energy storage system centralized procurement project, i-BYD icaphule amaxabiso aphantsi e-0.996 yuan/Wh kunye ne-0.886 yuan/Wh kumacandelo ebhidi e-0.5C kunye ne-0.25C ngokulandelelanayo.
Abanye abahlalutyi bakholelwa ukuba isizathu sokunika elona xabiso liphantsi isenokuba kukuba ugqaliselo lwangaphambili lwe-BYD kushishino lokugcina amandla lwaluphesheya kolwandle.Ibhidi yexabiso eliphantsi luphawu lwe-BYD yokungena kwimarike yokugcina amandla yasekhaya.
Ngokutsho kweNgxelo yoPhando lwezoKhuseleko lweSizwe lwezoKhuseleko lweSizwe, inani leeprojekthi zasekhaya ze-lithium yokugcina amandla ebhetri ye-lithium ngo-Oktobha walo nyaka ziphelele kwi-1,127MWh.Iiprojekthi eziphumeleleyo ubukhulu becala ibiziiprojekthi ezibekwe kwindawo enye kunye neeprojekthi zokugcinwa kwamandla ekwabelwana ngazo ziinkampani ezinkulu zamandla, kwaye bekukho nenani elincinci leeprojekthi zokusasazwa kunye nokugcinwa komoya nelanga.Ukusukela ngoJanuwari ukuya ku-Okthobha, isikali se-lithium yasekhaya yokugcina amandla okuphumelela iibhidi ifikelele kwi-29.6GWh.Ixabiso elilinganiselweyo lexabiso lokuphumelela lexabiso le-2-iyure yokugcina amandla eenkqubo ngo-Oktobha yayiyi-0.87 yuan/Wh, eyayiyi-0.08 yuan/Wh ngaphantsi kwexabiso eliphakathi ngoSeptemba.
Kuyafaneleka ukukhankanya ukuba kutshanje, i-State Power Investment Corporation ivule iibhidi zokuthengwa kwe-e-commerce yeenkqubo zokugcina amandla kwi-2023. Ixabiso elipheleleyo lokuthengwa kwebhidi yi-5.2GWh, kubandakanywa ne-4.2GWh i-4.2GWh inkqubo yokugcina amandla e-lithium iron phosphate kunye ne 1GWh ukuhamba kwenkqubo yokugcina amandla ebhetri..Phakathi kwabo, phakathi kweengcaphuno zenkqubo ye-0.5C, ixabiso eliphantsi lifikelele kwi-0.644 yuan / Wh.
Ukongeza, ixabiso leebhetri zokugcina amandla liye lawa ngokuphindaphindiweyo.Ngokwemeko yamva nje yokubhida, ixabiso lokuthenga eliphakathi kweeseli zokugcina amandla lifikelele kuluhlu lwe-0.3-0.5 yuan/Wh.Umkhwa unjengoDai Deming, usihlalo weChuneng New Energy, ngaphambili wathi Kuthiwa ekupheleni kwalo nyaka, iibhetri zokugcina amandla ziya kuthengiswa ngexabiso elingekho ngaphezu kwe-0.5 yuan / Wh.
Ngokombono wekhonkco loshishino, kukho izizathu ezininzi zemfazwe yexabiso kwishishini lokugcina amandla.Okokuqala, iinkampani ezikhokelayo ziye zandisa kakhulu imveliso kwaye abadlali abatsha baye benza imitsi emikhulu, eye yabhidanisa imeko yokhuphiswano kwaye yabangela ukuba iinkampani zibambe imarike ngamaxabiso aphantsi;okwesibini, iteknoloji Uphuhliso oluqhubekayo luya kukhuthaza ukuncitshiswa kweendleko zeebhetri zokugcina amandla;okwesithathu, ixabiso lezinto eziluhlaza liyaguquguquka kwaye lihle, kwaye ukuhla kwexabiso lilonke kwishishini kuyisiphumo esingenakuphepheka.
Ukongezelela, ukususela kwisiqingatha sesibini salo nyaka, ii-odolo zokugcina izindlu zaphesheya ziye zaqala ukuhla, ngakumbi eYurophu.Inxalenye yesizathu sivela kwinto yokuba ixabiso elipheleleyo lamandla eYurophu liye lehla ukuya kwinqanaba ngaphambi kwengxabano yaseRashiya-Ukraine.Ngelo xesha, urhulumente wasekhaya uye wazisa imigaqo-nkqubo yokuzinzisa ukunikezelwa kwamandla, ngoko ke ukupholisa ukugcinwa kwamandla kuyinto eqhelekileyo.Ngaphambili, imveliso eyandisiweyo yeenkampani zokugcina amandla angaphakathi naphesheya kweelwandle kwakungekho ndawo yayiza kukhululwa, kwaye ukusilela kwe-inventri kunokuthengiswa kuphela ngamaxabiso aphantsi.
Impembelelo yeemfazwe zexabiso kwishishini luhlu: kumxholo wokuhla kwamaxabiso, ukusebenza kwababoneleli abaphezulu kuyaqhubeka kuphantsi koxinzelelo, olunokuchaphazela ngokulula ukusebenza kwenkampani kunye ne-R & D;ngelixa abathengi abasezantsi baya kuthelekisa inzuzo yexabiso kwaye bangayihoyi iimveliso ngokulula.Imiba yokusebenza okanye yokhuseleko.
Ngokuqinisekileyo, lo mjikelo wemfazwe wamaxabiso unokuzisa uhlengahlengiso olukhulu kwishishini lokugcina amandla, kwaye unokunyusa i-Matthew Effect kwishishini.Ngapha koko, nokuba leliphi ishishini, izibonelelo zobugcisa, amandla emali, kunye nesikali somthamo wemveliso wamashishini aphambili angaphaya kwamandla amashishini amancinci naphakathi ukuba aqhubeke nokukhuphisana.Okukhona imfazwe yamaxabiso ithatha ixesha elide, kokukhona kuya kuba luncedo ngakumbi kumashishini amakhulu, kwaye amandla amancinci kunye namandla aya kuba nawo amashishini akwinqanaba lesibini kunye nelesithathu.Iimali zisetyenziselwa ukuphuculwa kwetekhnoloji, ukuphindaphindwa kwemveliso, kunye nokwandiswa komthamo wemveliso, okwenza ukuba imakethi igxile ngakumbi.
Abadlali abavela kuzo zonke iinkalo zobomi bayathululela, amaxabiso emveliso awela ngokuphindaphindiweyo, inkqubo yokugcinwa kwamandla esemgangathweni ayifezekanga, kwaye kukho imingcipheko yokhuseleko engenakuhoywa.Utshintsho lwangoku lwalo lonke ishishini lokugcina amandla luthintele uphuhliso olusempilweni lweshishini.
Ngexesha lokugcinwa kwamandla amakhulu, sifanele sifunde njani izibhalo zoshishino?
Ukusebenza kweenkampani zebhetri ze-lithium ezidweliswe kwiikota ezintathu zokuqala ze-2023
Ngokwentsebenzo ye-A-share ye-lithium ibhetri edweliswe kwiinkampani (kuphela iinkampani zokuvelisa ibhetri eziphakathi, ngaphandle kweenkampani ezikwindawo ephezulu kunye nezixhobo zokusebenza) zihlelwe yiBattery Network kwiikota ezintathu zokuqala ze-2023, ingeniso epheleleyo yeenkampani ezidweliswe kwi-31. Ibandakanyiwe kwizibalo yi-1.04 yetriliyoni yeyuan, kunye nenzuzo epheleleyo ye-71.966 yeebhiliyoni zeeyuan, kwaye iinkampani ezili-12 ziphumelele zombini ingeniso kunye nokukhula kwengeniso eshiyekileyo.
Into engenakungahoywa kukuba phakathi kweenkampani zebhetri ze-lithium ezidweliswe kuluhlu, kuphela i-17 yayinonyaka oncomekayo wokukhula kwengeniso yokusebenza kwiikota ezintathu zokuqala, malunga ne-54.84%;I-BYD ibe nelona zinga liphezulu lokukhula, ukuya kuma-57.75%.
Ngokubanzi, nangona imfuno yeebhetri zamandla kunye neebhetri zokugcina amandla ziye zaqhubeka zikhula ukususela ekuqaleni kwalo nyaka, izinga lokukhula liye lancipha.Nangona kunjalo, ngenxa yokutshatyalaliswa okuqhubekayo kwinqanaba lokuqala, imfuno yabathengi kunye neebhetri ezincinci zamandla azizange zibone ukubuyiswa okukhulu.Ezi ndidi zintathu zingentla zibekwe phezulu.Kukho amanqanaba ahlukeneyo okhuphiswano lwamaxabiso aphantsi kwimakethi yebhetri, kunye nokuguquguquka okubalulekileyo kumaxabiso ezinto eziluhlaza kunye nezinye izinto.Ukusebenza ngokubanzi kweenkampani zebhetri ze-lithium ezidweliswe phantsi koxinzelelo.
Kakade ke, ishishini lokugcina amandla lizisa uqhushumbo olukhulu.Ukugcinwa kwamandla e-electrochemical emele iibhetri ze-lithium kuya kuthatha indawo enkulu kwishishini lokugcina amandla.Esi sele sisiganeko esithile.Abanye abantu kwishishini bathi imeko yangoku yoshishino lokugcina amandla iyafana nentsimbi, photovoltaics kunye nezinye iindawo.Iimeko ezilungileyo zeshishini zikhokelele kumthamo ogqithisileyo kwaye iimfazwe zamaxabiso azinakuphepheka.
Ibhetri yamandla, ibhetri yokugcina amandla, ibhetri ye-lithium
Ngokutsho kwe-EVTank, imfuno yehlabathi jikelele yamandla (ukugcinwa kwamandla) iibhetri ziya kuba yi-1,096.5GWh kunye ne-2,614.6GWh ngokulandelanayo ngo-2023 kunye no-2026, kwaye izinga lokusebenzisa umthamo wecandelo lonke liya kuhla ukusuka kwi-46.0% ngo-2023 ukuya kwi-38.28%. I-EVTank ithe ngokwanda ngokukhawuleza komthamo wemveliso yeshishini, izikhombisi zokusetyenziswa kwamandla onke (ukugcina amandla) ishishini lebhetri liyaxhalabisa.
Kutshanje, malunga nokutshintsha koshishino lwebhetri ye-lithium, i-Yiwei Lithium Energy ichazwe kuphando lwe-arhente yolwamkelo ukuba iqala kwikota yesithathu yalo nyaka, kulindeleke ukuba ishishini lebhetri ye-lithium lifikelele kwinqanaba lophuhliso olunengqiqo kunye nolungenabungozi. kwikota yesine.Ngokuqhelekileyo, ukwahluka kweshishini kuya kuza kulo nyaka.Ezilungileyo ziya kuba ngcono.Iinkampani ezingakwaziyo ukwenza ingeniso zinokujamelana nemeko enzima ngakumbi.Ixabiso lobukho beenkampani ezingakwaziyo ukwenza ingeniso liya kuqhubeka nokuhla.Kwinqanaba langoku, iinkampani zeebhetri kufuneka zifezekise uphuhliso olukumgangatho ophezulu kwaye zizabalazele itekhnoloji, umgangatho, ukusebenza kakuhle, kunye nedijithali.Le yindlela ephilileyo yophuhliso.
Ngokubhekiselele kwiimfazwe zamaxabiso, akukho shishini linokuyiphepha.Ukuba nayiphi na inkampani inokunciphisa iindleko kwaye yandise ukusebenza kakuhle ngaphandle kokuncama umgangatho wemveliso, ngokwenene iya kukhuthaza uphuhliso loshishino;kodwa ukuba ilukhuphiswano olungalungelelananga, ingancama ukusebenza kweMveliso kunye nomgangatho kufuneka ikhuphisane ngeeodolo, kodwa oko akuyi kulunyamezela uvavanyo lwexesha.Ngokukodwa, ukugcinwa kwamandla akusiyo imveliso yexesha elilodwa kwaye kufuna ukusebenza kunye nokugcinwa kwexesha elide.Idityaniswe nokhuseleko kwaye inxulumene ngokusondeleyo nodumo lwenkampani.
Ngokuphathelele ukhuphiswano lwamaxabiso kwimarike yokugcina amandla, i-Yiwei Lithium Energy ikholelwa ukuba ukhuphiswano lwamaxabiso kufuneka lube khona, kodwa lukhona kuphela phakathi kweenkampani ezithile.Iinkampani ezinciphisa amaxabiso kuphela kodwa zingenakho ukuphinda ziphindaphinde iimveliso kunye nobuchwepheshe azikwazi ukuba phakathi kweenkampani ezingcono kwixesha elide.ukukhuphisana kwimarike.I-CATL iphinde iphendule ukuba kukho ukhuphiswano oluphantsi lwexabiso kwimarike yasekhaya yokugcina amandla, kwaye inkampani ixhomekeke ekusebenzeni kunye nomgangatho weemveliso zayo ukukhuphisana, kunokuba kumaqhinga aphantsi kwexabiso.
Izibalo zibonisa ukuba amaphondo amaninzi kunye nezixeko kwilizwe liphela ziye zabhengeza ngokulandelelana izicwangciso zophuhliso logcino lwamandla.Imarike yogcino lwamandla yasekhaya ikwixesha elibalulekileyo ukusuka kwinqanaba lokuqala lesicelo ukuya kwisicelo esikhulu.Phakathi kwazo, kukho indawo enkulu yophuhliso logcino lwamandla e-electrochemical, kwaye ukuya kuthi ga kumlinganiselo othile Oku kuvuselele umjelo onyukayo kunye nosezantsi kwekhonkco lemizi-mveliso ukukhawulezisa uyilo lwamashishini anxulumeneyo.Nangona kunjalo, ukugweba kwiimeko zangoku zesicelo sasekhaya, uninzi lwazo lusekwinqanaba lokwabiwa okunyanzelekileyo kunye nokugcinwa, kwaye imeko yolwabiwo kodwa ingasetyenziswanga kunye nexabiso eliphantsi lokusetyenziswa libonakala ngokucacileyo.
Ngomhla we-22 kaNovemba, ukwenzela ukulungelelanisa ulawulo loqhagamshelwano lwegridi yokugcina amandla ombane, ukulungelelanisa indlela yokusebenza yokuthumela, ukunika umdlalo opheleleyo kwindima yokugcina amandla amatsha, kunye nokuxhasa ukwakhiwa kweenkqubo zamandla amatsha kunye neenkqubo ezintsha zamandla, i-National Energy. Ulawulo luququzelele ukuyilwa “kokuPhakamisa iSaziso sokuGcinwa koMbane oMtsha kuQhagamshelwano lweGridi kunye nokuSebenza koThutho (uYilo lwamagqabantshintshi)” kunye nokucela izimvo esidlangalaleni eluntwini.Oku kuquka ukomeleza ulawulo lweeprojekthi zogcino lwamandla amatsha, ukubonelela ngeenkonzo ezintsha zokudityaniswa kwegridi yokugcina amandla, kunye nokukhuthaza ukusetyenziswa kogcino lwamandla amatsha ngendlela ejolise kwiimarike.
Kwiimarike zaphesheya, nangona ii-odolo zokugcina izindlu sele ziqalisile ukuphola, ukuhla okukhulu kwemfuno okubangelwa yingxaki yamandla kuqhelekile.Ngokuphathelele ukugcinwa kwamandla kwimizi-mveliso kunye nezorhwebo kunye nokugcinwa okukhulu, imfuno yemarike yaphesheya ihlala ingathinteli.Kungekudala, i-CATL kunye noRuipu Lanjun baye , i-Haichen Energy Storage, i-Narada Power kunye nezinye iinkampani ziye zazisa ngokulandelelana ukuba zifumene imiyalelo enkulu yokugcina amandla kwiimarike zangaphandle.
Ngokutsho kwengxelo yophando lwakutsha nje yi-China International Finance Securities, ukugcinwa kwamandla kuya kuba noqoqosho kwimimandla emininzi.Ngelo xesha, iimfuno zasekhaya kunye nomlinganiselo wokusasazwa kwamandla amatsha kunye nokugcinwa kuyaqhubeka nokunyuka, inkxaso yomgaqo-nkqubo weYurophu yokugcina indawo enkulu iye yanda, kwaye ubudlelwane beSino-US buphuculwe kancinci., kulindeleke ukuba ikhuthaze uphuhliso olukhawulezayo lokugcinwa kwezinto ezinkulu kunye nokugcinwa kwamandla kubasebenzisi kunyaka ozayo.
I-Everview Lithium Energy iqikelela ukuba izinga lokukhula kweshishini lokugcina amandla lilindeleke ukuba likhawuleze ngo-2024, kuba amaxabiso ebhetri ehlile kwinqanaba langoku kwaye anoqoqosho oluhle.Imfuno yokugcina amandla kwiimarike zaphesheya kulindeleke ukuba igcine ukukhula okuphezulu..
Ixesha lokuposa: Dec-21-2023