Njengoko isigaba sokuqala se-135th Canton Fair sisondela esiphelweni, kuye kwavela uphawu olucacileyo: kwimarike yehlabathi yokugcina amandla kunye ne-inverter ekhuphisanayo namhlanje, iimarike zase-Asia-Afrika-Latin America (AALA) ziba yinjini yokukhula ebaluleke kakhulu kwiinkampani zamandla amatsha zaseTshayina.
Ukususela nge-15 ukuya kwi-19 ka-Epreli, ngo-2024, isigaba sokuqala seMboniso yokuThengisa nokuThumela ngaphandle kweTshayina ye-135th (iCanton Fair) ibanjelwe eGuangzhou. Indawo iyonke yomboniso ifikelele kwi-1.55 yezigidi zeemitha zesikwere, kunye namashishini angama-29,000 athatha inxaxheba. Isigaba sokuqala, esinesihloko esithi "Advanced Manufacturing", sasibonisa indawo yomboniso omtsha wamandla owandisiweyo kakhulu - eyona nto ibalulekileyo kulo mboniso.
Ulwakhiwo lomthengi luyatshintsha: Isabelo se-AALA siyaqhubeka nokukhula
Idatha evela kule Canton Fair ityhila umkhwa obalulekileyo - iimarike ezisakhulayo ziba yeyona nto ibalulekileyo kwesi siganeko.
Ekupheleni kweSigaba soku-1, inani labathengi bamanye amazwe abangaphandle kwe-intanethi lifikelele kwi-125,440, bevela kumazwe nakwimimandla engama-212, ukwanda konyaka nge-23.2%. Phakathi kwabo, abathengi abavela kumazwe aseBelt and Road Initiative (BRI) babeyi-85,682, beyi-68.3% yenani lilonke. Abathengi abavela eYurophu nase-United States babeyi-22,694 kuphela, ngaphantsi kwe-20%.
Okubaluleke ngakumbi kukuba, idatha yokubhalisa kwangaphambili yayisele ikhombe kule ndlela. Ngaphambi kokuba umboniso uvulwe, abathengi ababhalise kwangaphambili abavela kumazwe e-BRI banyuke nge-45.9% unyaka nonyaka, ngelixa abo bavela kuMbindi Mpuma bakhule nge-24.7%. La mazinga okukhula adlula kakhulu lawo avela kwiimarike zaseYurophu naseMelika.
“Abathengi baseYurophu naseMelika ngoku bangaphantsi kwama-20%, ngelixa abathengi be-AALA behlala ngaphezulu kwama-70% ezihlalo.” Olu tshintsho lolwakhiwo luthetha ukuba iinkampani zamandla amatsha zaseTshayina kufuneka zicinge ngokutsha ngesicwangciso sazo sokwandisa ihlabathi.
Idatha yokuthumela ngaphandle ye-Inverter iqinisekisa le ndlela: Imfuno ye-AALA iyanda
Utshintsho kulwakhiwo lwabathengi kwiCanton Fair aluyonto ingaqhelekanga – idatha yokuthumela ngaphandle ye-inverter ikwaqinisekisa ukunyuka kweemarike ze-AALA.
Ngokwedatha yerhafu yaseTshayina, ukususela ngoJanuwari ukuya kuMatshi 2025, ixabiso lokuthumela ngaphandle kwe-inverter yaseTshayina lifikelele kwi-RMB eyi-12.2 yeebhiliyoni, linyuke nge-6.6% ngonyaka. Ngokuphathelele kwimimandla yokuthumela ngaphandle, i-Asia, iYurophu, kunye neLatin America bezizezona marike zithathu ziphambili zee-inverters zaseTshayina kwikota yokuqala, zibala i-37%, i-35%, kunye ne-12% yokuthumela ngaphandle ngokwahlukeneyo. Okuphawulekayo kukuba, i-Asia idlule iYurophu njengemarike enkulu yokuthumela ngaphandle ye-inverter eTshayina.
UMzantsi Asia wenze kakuhle kakhulu. Kwikota yoku-1, iTshayina ithumele ii-inverters ezingama-RMB eziyi-1.01 bhiliyoni eIndiya, zinyuke nge-72% ngonyaka, kwaye iPakistan inyuke nge-RMB ezingama-690 ezigidi, zinyuke nge-55%. I-India, iPakistan, iMyanmar, i-UAE, kunye neSaudi Arabia zezona ndawo zintlanu ziphambili zaseAsia kwii-inverters zaseTshayina.
UMzantsi-mpuma we-Asia nawo ubonakalise ukukhula okuqinileyo: kwikota yokuqala, iTshayina ithumele ngaphandle ii-RMB eziyi-1.03 yezigidigidi zee-inverters kuMzantsi-mpuma we-Asia, ukunyuka kwama-47% ngonyaka.
Ukusuka kwi-"New Trio" ukuya kwi-"Belt & Road": Amandla Amatsha Ahamba Ngehlabathi Ngesantya Esikhawulezayo
Umdla omkhulu kumandla amatsha avela kwiimarike ze-AALA uqinisekiswe ngokupheleleyo kule Canton Fair. I-Midea Group ibonise ii-inverters ze-hybrid grid ezidityaniswe ngesigaba esinye kunye nesigaba sesithathu kunye neebhetri ze-high/low voltage, zisebenzisa ubuchwepheshe obutsha ukuphucula ulawulo lokudibanisa amandla phakathi kokusetyenziswa kombane wasekhaya kunye neenkqubo zokugcina i-PV. I-Skyworth ifumene iindwendwe zangaphandle ezingaphezu kwe-1,000 ngeenkonzo zayo ezintsha zokuvelisa ezisemgangathweni kubandakanya izixhobo ze-elektroniki zabathengi, izixhobo zasekhaya ezikrelekrele, kunye nezisombululo zokugcina i-PV.
Le ndlela ikwabonakala kakhulu ngaphandle komboniso. Ingxelo evela kwi-CITIC Securities ibonisa ukuba amacandelo okugcina amandla kwiindawo zokuhlala nakwiindawo zorhwebo aphesheya kolwandle akwinqanaba lokutshintsha, apho imfuno ye-AALA "isasazeka ukusuka kwiindawo ezahlukeneyo ukuya kwiindawo zonke". Ilindele ukuba iinkampani eziphambili ziya kubona ukuphucuka okukhulu kwikota yesibini ka-2025, okugqitha ulindelo lwemarike. UNobhala weBhodi kaDeye ucacisile ukuba "iimarike ezikhulayo ezifana nePakistan, iIndiya, iPhilippines, neMyanmar zinemfuno eqinileyo ebangelwa kukunqongophala kwamandla amakhulu, kwaye inkampani yethu ixhamla ekugxileni okwahlukileyo kwezi marike zikhulayo kwasekuqaleni."
Enyanisweni, ngo-2025 iimarike ze-AALA sele zithatha i-53% ye-inverter ethunyelwa ngaphandle eTshayina - umthamo omkhulu. Iimveliso zokugcina amandla ezisasazwayo zokuhlala kunye nezorhwebo zilungele ngokukodwa iimfuno zeemarike ezikhulayo ezineegridi zamandla ezibuthathaka.
Intsebenziswano ye-"Belt & Road" yamandla aluhlaza iyaqhubeka nokuqina
Imfuno enamandla yeemveliso ezintsha zamandla kwiimarike ze-AALA inxulumene ngokusondeleyo nokukhula kwentsebenziswano yamandla aluhlaza phantsi kweBelt and Road Initiative.
Kutshanje, iiprojekthi ezininzi ezinkulu ezenziwe ziinkampani zamandla amatsha zaseTshayina kwimimandla ye-AALA ziye zakhawuleza. I-Sineng Electric ityikitye isivumelwano sokubonelela ngePowerChina ukubonelela ngezisombululo ezipheleleyo ze-PV inverter ezisebenza kakuhle kakhulu kwiprojekthi yelanga ye-100MW eMntla Oman, ekulindeleke ukuba iqaliswe ekupheleni kuka-2026. I-Chongqing Daelim Taiyang yenze iprojekthi encediswa ngurhulumente eCuba - isikhululo samandla se-PV se-85MW esineendawo zokugcina amandla - esiqhagamshelwe ngempumelelo kwigridi, sigubungela iindawo ezininzi ezisebenzisa umbane eCuba kwaye sisebenza ngendlela edibeneyo "yokuvelisa i-PV + ukusika i-peak yokugcina + ukuxhasa igridi ngaphandle kwegridi".
I-Oman Investment Authority kunye neBotswana Power Corporation batyikitye isivumelwano sokuthenga umbane sokwakha isikhululo samandla se-PV esingu-500MW kunye nenkqubo yokugcina amandla ebhetri engu-500MW eMaun, eBotswana - iprojekthi yokuqala phantsi kwesakhelo sentsebenziswano yamandla esingu-3GW phakathi kwala mazwe mabini.
Ukususela ekuthunyelweni kwe-inverter ukuya kwiiprojekthi ezinkulu zokugcina i-PV, iinkampani zaseTshayina zakha inkqubo entsha yamandla kwiimarike ze-AALA, zigubungela iimveliso, iinkqubo, izixhobo kunye neenkonzo.
Iziphumo kwiiShishini zamandla amatsha zaseTshayina
I-Canton Fair iyamangalisa. Ukwanda kwabathengi be-AALA kuthetha ukuba iinkampani zamandla amatsha zaseTshayina kufuneka ziphinde zihlolisise amaqhinga azo aphesheya kwezilwandle:
1. Ingqwalasela yemarike iyatshintsha. Indlela yangaphambili yokuthumela ngaphandle eyayilawulwa yiYurophu ne-US iyaphuka. Iimarike ze-AALA ngoku zenza ngaphezulu kwesiqingatha seemveliso ze-inverter zaseTshayina ezithunyelwa ngaphandle. Kwiinkampani zokugcina i-inverter kunye namandla, kufuneka kuphakanyiswe eyona nto iphambili kwiimarike ze-AALA.
2. Ukulungelelaniswa kwemveliso kubalulekile. Iimarike ze-AALA zihlala zinegridi zamandla ezibuthathaka, nto leyo eyenza iimveliso zokugcina izinto zokuhlala nezorhwebo zilungele ngakumbi. Njengoko ingxelo ye-CITIC Securities iphawula, iimveliso ezisasaziweyo “zihlangabezana ngcono neemfuno zeemarike ezisakhulayo ezineziseko zegridi ezibuthathaka”. Kwangaxeshanye, amaqondo obushushu aphezulu, uthuli, kunye nezinye iimeko zemozulu ezinzima zifuna ukulungelelaniswa okunamandla kokusingqongileyo.
3. Inkonzo yasekuhlaleni ibalulekile. Abathengi kwiimarike ze-AALA bafuna inkxaso engaphezulu emva kokuthengisa, uqeqesho lobugcisa, kunye nokunikezelwa kwezixhobo ezingasetyenziswayo kuneemarike zaseYurophu naseMelika ezivuthiweyo. Iinkampani ezinokubonelela ngeenkonzo ezikhawulezayo kunye neenkonzo zasekuhlaleni ziya kufumana ithuba lokukhuphisana.
4. Isiqinisekiso kunye nokuthobela imithetho akunakutyeshelwa. Imigangatho yesiqinisekiso kumazwe ase-AALA yahluke kakhulu kuleyo yaseYurophu nase-US. Ukufumana iziqinisekiso zamazwe amaninzi kwangethuba “yitikiti lokungena” kwezi marike zisakhasayo.
Isiphelo
Isigaba sokuqala se-135th Canton Fair siphelile, kodwa ibali elitsha lamandla le-AALA liqala nje.
Imarike ye-inverter yehlabathi kulindeleke ukuba yehle nge-2% ngo-2025 kwaye yehle nge-9% ukuya kwi-523GW/AC ngo-2026, nto leyo eqinisa ukhuphiswano kwiimarike zemveli. Ngokuchasene nokuncipha okwethutyana kwemfuno yaseYurophu nase-US, iimarike ezisakhulayo ze-AALA ziba yindlela ephambili kwiinkampani zamandla amatsha zaseTshayina eziya kwihlabathi liphela.
Kwiinkampani zokugcina amandla kunye nee-inverter zaseTshayina, iimarike ze-AALA zilulwandle oluluhlaza olufanele utyalo-mali olunzulu. Ngexesha leCanton Fair, iSolarway New Energy yamkele inani elikhulu labathengi abavela kwimimandla ye-AALA kwi-booth yayo ye-Electronics & Electricals (16.3H03) kunye ne-New Energy booth (14.2G16). Ukususela kwii-inverters kunye nee-sockets zoshishino ukuya kwiinkqubo zokugcina amandla ezidibeneyo, ukubandakanyeka okunomdla kwaqhubeka kulo lonke umboniso. Njengoko uMphathi Jikelele we-GAC Aion esitsho, "Abathengi bamanye amazwe, ingakumbi abo bavela kumazwe aseBelt and Road, bathembisa kakhulu."
Ukulungiswa ngokutsha kwendlela entsha yamandla ehlabathini lonke kusandula ukuqala.
Ixesha leposi: Epreli-21-2026