1. Izimboni eziphezulu zokugcina amandla ziyaqinisa

Ngokwezici zokuthuthukiswa komkhakha wokugcinwa kwamandla, kwakhiwa iphethini yokuthuthukiswa, ngamabhethri e-lithium iron phosphate njengomzila oyinhloko, amabhethri e-sodium-ion asebenza ngokushesha njengokuthatha indawo okuyingxenye, kanye nemizila yebhethri ehlukahlukene ehambisanayo.Ngokukhula kwesidingo sendawo yokuhlala kanye nesitoreji esikhulu, ukuvuthwa kweibhethri yokugcina amandla ubuchwepheshe buzothuthukiswa futhi, futhi izindleko zebhethri kulindeleke ukuthi zehle.Imboni yebhethri yokulondoloza amandla iyonke igxile kakhulu, namabhizinisi ahamba phambili athatha isabelo esikhulu semakethe.

2. Ama-inverters okugcina amandla akhula ngokushesha

Njengamanje, umthamo wokuthunyelwa kwama-inverters uyaqhubeka nokukhula ngokushesha, ngama-micro-inverters afaka ingxenye enkulu.I-inverter midstream ikakhulukazi ihlinzeka ngama-inverter okugcina amandla aguqulelwe kuzimo ezihlukahlukene zohlelo lokusebenza, kodwa akekho umholi wemakethe ophelele.Ngokukhululwa kwezindawo ezinkulu zokugcina amandla e-China kanye nokuvulwa kwemakethe yesitoreji esikhulu phesheya kwezilwandle,ukugcinwa kwamandla ibhizinisi le-inverter kulindeleke ukuthi lingene esikhathini esisheshayo.

3. Ukupholisa kokugcina amandla kukhula kancane kancane

Ngokuthuthuka okuqhubekayo kwemakethe yokugcina amandla e-electrochemical, imakethe yokulawula izinga lokushisa nayo ithole ukukhula okuphezulu.Ngokuzayo, ngenani elikhulayo lomthamo ophezulu kanye nenani eliphezulu lezinhlelo zokusebenza zokugcina amandla, izinzuzo zezinhlelo zokupholisa uketshezi ezinomphumela omuhle wokulahla ukushisa kanye nesivinini esisheshayo zizobonakala kakhulu, zisheshise ukungena.Uma kuqhathaniswa nezinhlelo zokupholisa umoya, amasistimu okupholisa uketshezi anikeza ukuphila kwebhethri okuzinzile, ukusebenza kahle okuphezulu, nokulawula izinga lokushisa okunembe kakhudlwana.Kubikezelwa ukuthi ngo-2025, izinga lokungena kwezinhlelo zokupholisa uketshezi lizofinyelela ku-45%.

4. Xhumanisa isitoreji sasekhaya sangaphandle, indawo yokugcina enkulu yasekhaya.

Izinhlelo zokugcina amandla zihlukaniswe zibe izinhlelo zokusebenza zangaphambili kwemitha nangemuva kwemitha.Izinhlelo zokusebenza ze-front of the-meter zisabalele kakhulu, kanti i-China, i-United States, ne-Europe igxile kakhulu emabhizinisini angaphambili kwemitha.E-China, izinhlelo zokusebenza ezingaphambi kwemitha zabalelwa ku-76% wesilinganiso sokufakwa kwesitoreji sasekhaya samandla ngo-2021. I-China kanye ne-5% yendawo yokuhlala.Izimakethe zaphesheya zigxile kakhulu ekugcinweni kwezindawo zokuhlala.Ngo-2021, umthamo ofakiwe wendawo yokugcina amandla e-United States ukhuphuke ngo-67%, kuyilapho ukugcinwa kwamandla kwezentengiso nezimboni kwehle ngo-24%.

5. Ukuhlaziywa Kwemakethe Yesitoreji Samandla

Eminyakeni yamuva nje, kuye kwenziwa impumelelo enkulu kubuchwepheshe obusha bokugcina amandla obufana namabhethri e-lithium-ion, amabhethri agelezayo, amabhethri e-sodium-ion, ukugcinwa kwamandla omoya acindezelwe, kanye nokugcinwa kwamandla adonsela phansi.Imboni yasekhaya yokugcina amandla e-China isingene esigabeni sentuthuko ehlukahlukene futhi kulindeleke ukuthi ithathe indawo ehamba phambili emhlabeni jikelele esikhathini esizayo.

5.1 Amabhethri okugcina amandla

Mayelana namabhethri okugcina amandla, amandla okufakwa kwebhethri okugcinwa kwamandla emhlabeni jikelele kanye nezinga lokukhula liyenyuka unyaka nonyaka, nesidingo esikhulu emakethe yebhethri yokugcina amandla emhlabeni jikelele.Ukukhishwa kwebhethri ye-lithium yokugcina amandla yaseChina bekulokhu kukhuphuka ngokuqhubekayo, futhi izindleko zamabhethri e-lithium iron phosphate ngehora ngalinye kulindeleke ukuthi zehle.Iqhutshwa isiqondiso senqubomgomo kanye nokuphindaphinda kobuchwepheshe bemboni, imakethe engezansi yomfula yamabhethri okugcina amandla inamandla amakhulu okuthuthukiswa kanye nesidingo esibanzi, okuqhuba ukwanda okuqhubekayo kwesidingo sebhethri lesitoreji samandla.

5.2 Izinhlelo Zokuguqulela Amandla

Ngokuya nge-PCS (Amasistimu Wokuguqula Amandla), inkambiso yomhlaba wonke ibheke ekuhlanganisweni kwama-photovoltaic nama-inverter okugcina amandla, agqagqene kakhulu nama-inverter aboshwe ngegridi.Ama-inverters okugcina amandla ane-premium ebalulekile, futhi izinga lokungena lama-microinverters emakethe esabalalisiwe kulindeleke ukuthi liqhubeke nokuthuthuka.Ngokuzayo, njengoba ingxenye yokucushwa kokugcinwa kwamandla ikhula, imboni ye-PCS izongena esigabeni sokukhula ngokushesha.

5.3 Ukulawula izinga lokushisa lokugcinwa kwamandla

Mayelana nokulawula izinga lokushisa lokugcinwa kwamandla, ukukhula okuphezulu kwezinhlelo zokugcina amandla e-electrochemical kuqhuba ukuthuthukiswa okusheshayo kokulawula izinga lokushisa lokugcinwa kwamandla.Ngo-2025, isikali semakethe yokulawula izinga lokushisa lokugcinwa kwamandla e-electrochemical yaseChina kulindeleke ukuthi sifinyelele ku-2.28-4.08 billion yuan, ngesilinganiso esihambelanayo sonyaka sokukhula kwenhlanganisela engu-77% kanye nama-91% kusukela ngo-2022 kuya ku-2025. Ngokuzayo, njengekhono eliphezulu. futhi izicelo zokugcina amandla ezisezingeni eliphezulu ziyanda, izidingo eziphezulu zizobekwa ekulawuleni izinga lokushisa.Ukupholisa uketshezi, njengesixazululo sezobuchwepheshe sesikhathi esimaphakathi neside, kulindeleke ukuthi kukhuphule izinga lokungena emakethe kancane kancane, ngesabelo semakethe esibikezelwe esingu-45% ngo-2025.

5.4 Ukuvikela umlilo kanye nokugcina amandla

Mayelana nokuvikelwa komlilo kanye nokugcinwa kwamandla, amabhizinisi aseShayina ahamba phambili okugcina amandla emkhakheni wezinhlelo zokuvikela umlilo anegumbi elibalulekile lokuthuthukisa ukwabelana kwemakethe.Njengamanje, ukuvikela umlilo kubalwa cishe u-3% wezindleko zesistimu yokugcina amandla.Ngenani eliphakeme lamandla omoya namandla elanga axhunywe kugridi, izinga lokusetshenziswa kokugcinwa kwamandla lizokhula ngokushesha, okuholela esidingweni esinamandla sokuvikela umlilo kanye nokwenyuka okuhambisanayo kwenani lezindleko zokuvikela umlilo.

I-China igxile kakhulu ekugcinweni kwamandla amakhulu, kanti izimakethe zaphesheya kwezilwandle zigxile ekugcineni amandla okuhlala.Ngo-2021, ingxenye yokugcina amandla ohlangothini lwabasebenzisi endaweni yokugcina amandla entsha yaseChina yafinyelela ku-24%, okugqamisa ukubaluleka kwayo.Ngokwezimo ezithile zohlelo lokusebenza, imboni yasekhaya yezohwebo nezimboni kanye namapaki ezimboni anenani eliphelele, nesabelo esihlanganisiwe esingaphezu kwama-80%, okuwenza abe yizicelo ezijwayelekile zokugcinwa kwamandla kagesi.