Lub Sustainability ntawm Inverter Volume Thiab Cov Nyiaj Tau Los Hauv Cov Kev Lag Luam Tshiab

Txij li thaum pib ntawm lub xyoo, qhov kev thov rau photovoltaic cia nyob rau hauv cov lag luam tawm tshiab xws li Asia, Africa thiab Latin America tau nce zuj zus ntxiv thiab tau dhau qhov kev cia siab ntawm kev lag luam. Txij lub Ib Hlis mus txog Lub Tsib Hlis, kev xa tawm ntawm cov khoom mus rau cov lag luam txawv teb chaws uas tsis yog Europe thiab Tebchaws Meskas yog 62.7GW, ib xyoos ib zaug nce ntawm 56%; txij Lub Ib Hlis Ntuj txog Lub Tsib Hlis, tus nqi xa tawm ntawm inverters kuj nce siab, nrog Is Nrias teb nce 78% xyoo-rau-xyoo, Pakistan los ntawm 241%, Saudi Arabia los ntawm 677%, thiab Brazil los ntawm 19%. Cov tuam txhab Inverter tau txais txiaj ntsig los ntawm qhov tshwm sim ntawm kev lag luam tawm tshiab. Sungrow tau kos npe rau daim ntawv xaj loj loj hauv Latin America thiab Saudi Arabia; Deye thiab Solis tau tshaj tawm kev kwv yees kev ua tau zoo, thiab lawv qhov kev ua tau zoo hauv peb lub hlis thib ob tau dhau qhov kev cia siab ntawm kev lag luam. Peb ntseeg tias lub ntsiab yog vim li cas rau qhov tshwm sim ntawm kev lag luam tawm tshiab yog qhov poob qis hauv cov nqi khaws cia photovoltaic thiab qhov nkag mus tau qis ntawm photovoltaic cia. Hauv 2022, qhov feem pua ​​​​ntawm cov hluav taws xob hluav taws xob photovoltaic nyob rau hauv cov lag luam tawm tshiab ntawm Middle East, Africa, thiab Latin America yuav yog 1.7%, 2.0%, thiab 3.9%, feem, thaum lub khw muag khoom ntawm Tuam Tshoj, Tebchaws Europe, thiab North America yuav yog 4.8%, 6.3%, thiab 4.2%, feem. Tsis tas li ntawd, kev tsis txaus ntawm lub zog, kev txhawb nqa cov cai, thiab cov paj laum poob hauv qee lub khw kuj tseem yog qhov txhawb nqa.

Nyob rau hauv lub sij hawm luv luv, qhov kev thov nyob rau hauv cov lag luam tawm tshiab nyob rau hauv lub thib ob ib nrab ntawm lub xyoo yuav zoo tshaj qhov kev cia siab. Solis cov khoom xa tuaj txawv teb chaws nyob rau lub quarter thib peb yuav tsum nce 30%-50% hli-rau-hli, uas yog qhov kev lees paub. Thawj qhov laj thawj yog vim li cas kev lag luam tseem tab tom tshwm sim, thiab qhov laj thawj thib ob yog qhov thib ob ntawm lub xyoo feem ntau yog lub caij nyoog siab tshaj plaws rau kev lag luam tawm tshiab. Cov qauv no tuaj yeem pom los ntawm kev sib piv cov inverter export cov ntaub ntawv hauv thawj thiab thib ob ib nrab ntawm xyoo dhau los. Nyob rau hauv nruab nrab lub sij hawm, ruaj khov thiab zoo heev project economics thiab lub hauv paus qis tseem yog cov laj thawj tseem ceeb rau kev loj hlob ntxiv ntawm kev thov. Coj Pakistan ua piv txwv. Nws cov pej xeem yog kwv yees li peb npaug ntawm lub teb chaws Yelemees (thaum kawg ntawm 2023), tab sis qhov kev faib ua feem ntawm photovoltaic fais fab tuag (2022) tsuas yog 1%, qis dua lub teb chaws Yelemees 11%. Nyob rau tib lub sijhawm, nws txhua xyoo ib tus neeg lub zog tsim hluav taws xob (2022) tsuas yog 9% ntawm lub teb chaws Yelemees, thiab nws txhua xyoo ib tus neeg GDP (2023) tsuas yog 3% ntawm lub teb chaws Yelemees. Nws muaj qhov chaw siab dua rau kev txhim kho photovoltaic ntau dua li lub teb chaws Yelemees. Nyob rau tib lub sijhawm, muaj qhov tshwm sim siab uas ntau lub tebchaws hauv kev lag luam tawm tshiab yuav nthuav tawm lub zog tawg rau yav tom ntej. Peb ntseeg hais tias qhov kev thov rau photovoltaic cia nyob rau hauv cov lag luam tawm tshiab yuav tsum tswj kom muaj kev loj hlob siab nyob rau hauv 2-3 xyoo tom ntej, thiab qhov sib xyaw ua ke ntawm photovoltaic installation nplai txawv teb chaws nyob sab Europe thiab Tebchaws Meskas yuav tsum ncav cuag txog 40%.

Kev tsim teeb meem ntawm inverter tsis siab. Latecomers tuaj yeem ntes cov khoom los ntawm kev txhim kho rov qab thiab kev qhia txuj ci. Yog li ntawd, peb tau pom tias cov tuam txhab inverter, tshwj xeeb tshaj yog cov tuam txhab me me, tau sib sau ua ke hauv cov khoom lag luam thiab cov qauv kev lag luam hauv xyoo tas los. Tawm tsam keeb kwm yav dhau los no, nyob rau lub sijhawm ntev, tib yam khoom hauv tib lub lag luam yog destined kom poob rau hauv profitability raws li homogeneity nce thiab kev lag luam kev sib tw intensifies. Cov logic saum toj no tau ua rau kev lag luam muaj qee yam kev txhawj xeeb txog kev ruaj ntseg ntawm cov txiaj ntsig hauv kev lag luam tawm tshiab.

Sib txawv ntawm kev ua lag luam pom, peb ntseeg tias rau cov lag luam tawm tshiab hauv 2-3 xyoo tom ntej, kev tawg ntawm kev thov thiab ntau haiv neeg yuav ua kom muaj kev sib txawv ntawm cov khoom lag luam tshiab thiab kev ua haujlwm tsis tu ncua, yog li txhawb kev lag luam profitability. Piv txwv li, hauv Pakistan, muaj ntau lub roj teeb txhuas-acid, thiab cov kev xaiv inverter sib raug zoo sib txawv ntawm cov teb chaws Europe. Txhawm rau qhib cov channel hauv kev lag luam tawm tshiab, tuam txhab lag luam thawj zaug yuav tsum tau tshaj tawm cov khoom lag luam uas xav tau kev lag luam ntau dua li kev sib tw nqi. Vim tias kev lag luam tab tom pib, cov neeg siv khoom, cov neeg muag khoom, thiab cov khoom siv hluav taws xob tseem tsis tau tsim kom muaj kev nkag siab tag nrho thiab paub tab ntawm kev thov, thiab nws yuav siv sij hawm ntau xyoo ntawm kev tsim kho kom paub txog kev thov mining, kev tsim kho, thiab cov khoom iteration. Yog li ntawd, nyob rau hauv lub tom ntej no 2-3 xyoo, cov khoom nyob rau hauv cov kev lag luam yuav tsum tau mus ntxiv nyob rau hauv lub lag luam qhov rais ntawm iteration sai, thiab cov tiam tshiab ntawm cov khoom yuav ib txwm muaj ib tug zoo nqi. Yog li ntawd, peb cia siab tias nyob rau hauv cov lag luam tawm tshiab, cov txiaj ntsig ntawm inverters yuav tsis hloov pauv loj hauv 2-3 xyoo tom ntej. Cov tuam txhab lag luam nrog cov khoom lag luam hloov tau zoo dua, kev tswj hwm tus nqi zoo dua, thiab cov txiaj ntsig zoo dua yuav tsum tau txuas ntxiv kom txaus siab rau cov txiaj ntsig zoo dua hauv cov lag luam tawm tshiab.