Umbiko Wokuhlaziywa Kwezifiso Zokuthuthukiswa Kwezimboni Zogesi Eziphansi Zama-Voltage 2023-2026

Imikhiqizo kagesi ephansi isetshenziswa kabanzi emikhakheni yokwakha, imboni kanye nengqalasizinda. Othintwe ukutshalwa kwezimali, ukwakhiwa nokwakhiwa kwezimboni eziphansi komgwaqo, imakethe ye-vol-voltage kagesi kagesi ihamba nge-cyclical and shiotile.

Ngo-2021, ngenxa yomthelela wokubambezeleka kwephrojekthi ngo-2020 kanye nokwanda kwezimali embonini yezingqalasizinda, imakethe kagesi ephansi yamandla aphansi izokhula ngezinga eliphakeme lama-9.5% unyaka nonyaka. Ngo-2022, ngenxa yezici eziningi ezifana nobhubhane lwezinto eziphindaphindwayo, ukwehlisa ukululama kwezimboni, ukwakhiwa kwehla kwezimboni, kanye nemakethe kagesi ephansi, imakethe kagesi ephansi izoba nesikhathi esiphansi. Izinga lokukhula lonyaka kulindeleke ukuthi libe cishe ngo-1.9%.

Isilinganiso seMakethe Kagesi Esezingeni eliphansi saseChina - 2011-2026E

(Izigidi eziyi-100 yuan)

Iphepha elimhlophe elingu-2022 eliphansi laqedwa ekuqaleni kukaJuni. Isimo sezulu esingu-2022 sisuselwa ekwahlulelweni ekuqaleni konyaka. Isimo sezulu esiphelele sebhizinisi sikhuphuke kancane, okunethemba. Manje sekubonwa ukuthi ngenxa yomthelela oqhubekayo wobhubhane engxenyeni yesibili yonyaka, ukwehla kwezindlu okuthengiswayo kukhuphukile. Kulinganiselwa ukuthi ukukhula kwemakethe ngo-2022 kuzoba kubi kancane, cishe - 3 ~ - 5%.

Kulinganiselwa ukuthi ngemuva kuka-2022, ngokwanda kokutshalwa kwezimali esikhungweni sedatha, amandla amasha (i-Photovoltaic, njll.), Ukuxhumana kanye nezinye izinkambu, kuzoba yingxenye enkulu yokukhula kwamandla kagesi kagesi; Umkhakha usungene kumjikelezo wokutakula futhi kulindeleke ukuthi alondoloze isivinini esikhulu esiphakathi nokukhula okuzinzile ngesikhathi se- "Nezentuthulelo Plan yeminyaka emihlanu"; Emkhakheni wezokwakha, izinga lokukhula lokutshalwa kwemali kwemakethe linqabile ngenxa yesimo sezezimali sabathuthukisi bezezakhiwo.

1. Isilinganiso semakethe kagesi ephansi kagesi saseChina - Ingxenye yomkhiqizo

Izinkambu zohlelo lokusebenza lwe-Setmentmed:

• Imikhiqizo esemqoka yemikhiqizo kagesi ephansi ingukuxhumeka kathathu nokuxhumeka okukodwa, ukubalwa kwemali cishe ama-80% emikhiqizo kagesi ephelele kagesi

• Uhlaka lusetshenziswa ikakhulukazi emikhakheni yezakhiwo, amandla omoya, ingqalasizinda, njll.

• Ukusetshenziswa kwemikhiqizo yegobolondo yepulasitiki emikhakhelweni ye-DownTream averandies kuvaliwe, nokwakha kanye nemboni njengezimboni eziphambili.

• Ukusetshenziswa kwabaphuluki be-miniature circuit kuncike ensimini yokwakha, kune-aumelience ebanzi, futhi kunevolumu enkulu kunazo zonke yemakethe, accounting cishe ama-26% emakethe kagesi kagesi kagesi.

• Umkhakha weqembu oxhumana naye ugxile ku-Oem yezimboni futhi uhlome ngokuqinile nge-automation ye-Factory.

Ukuhlukaniswa komkhiqizo we-Low-Voltage Electrical Market Scale ngo-2021

(Amaphrojekthi Wezimboni)

Ukubikezela kokuziphatha okuzayo kwemikhiqizo engezansi: Kunokuhlangana okuqinile okunamandla phakathi kokukhula kwama-dibronnectors kanye namandla okusebenza kwamandla amabili kanye namandla amasha ezakhiwo, ingqalasizinda namagridi wamandla. Ngesikhathi se- "14th Plan New Plan", uMbuso uqhubeka nokwandisa ukutshalwa kwezimali kwingqalasizinda nasezimbonini zamandla amasha, azoshayela ukusebenza kwezixhumi, okuphathelene namandla okusebenza kanye neminye imikhiqizo ukuze uqhubeke nokukhula ngokuqinile. Ivolumu yemikhiqizo ye-micro-break ibala ngengxenye enkulu, kepha ngenxa yomthelela omkhulu wezinto ezithengiswayo ze-macro, izinga lokukhula selinciphise ijubane.

2. Isilinganiso semakethe kagesi esikagesi saseChina - Isehlukaniso Yomsebenzisi

Ngo-2021, amaphrojekthi wokwakha kanye nezimboni azolandisa ngengxenye enkulu emakethe kagesi ephansi ye-low-voltage, accounting isikhathi esingaphezu kwama-50%. Ngo-2021, ukukhula kokwakhiwa komphakathi nokwakhiwa kwezentengiselwano kuzokwehlisa ijubane, futhi izinkinga zezimali zokwakha izindlu zangasese zizokwenzeka kaningi, okuholele ekunciphiseni embonini yezokwakha kanye nokwehla kwamaphoyinti angamaphesenti angama-4,5 emakethe Yabelana.

I-Electrocal's Electrical Electrical Electrical Electrical Electrical Electrical Industry Indiimentation - 2021

(Izigidi eziyi-100 yuan)

Ngokombono wemakethe, ingqalasizinda namagridi anamandla akhule ngokuqinile, futhi ukutshalwa kwezimali kumaphrojekthi wezimboni kanye ne-oyilo yezimboni kukhuphuke ngokushesha. Umkhakha wabasebenzisi uqobo uhlobene kakhulu nokuthenga amandla nokuthenga kokuthenga. Ngokukhuphuka kwezicelo zomthwalo wendlu, izinga lokukhula kwesikhathi esizayo lizophakeme kancane kunaleso imakethe. Ukulawulwa kwe-macro-lal emkhakheni wokwakha, izinga lokukhula kwemakethe yesikhathi esizayo libuthakathaka kakhulu.

Emkhakheni weSimboni Sehlukaniso, amaphuzu akhulayo okukhula kwengqalasizinda yisikhungo sedatha, ukuxhumana, esitimeleni, isibhedlela, kumasipala kanye nezinye izimboni. Phakathi kwamaphrojekthi wezimboni, ama-elekthronikhi abathengi, ukudla kanye nesiphuzo neminye imikhakha yokukhanya akhula ngokushesha, ngenkathi i-metallurgy, i-petrochemical, amakhemikhali kanye nezinye izimboni zokonga okuningana, kepha kunamathuba amaningi okulondolozwa kwekhabhoni. Ukukhula kwezezakhiwo kungene esikhathini sokuhlanganiswa, izinkampani zezezindlu zangempela zingaphansi kwengcindezi yezindleko ezinkulu, kanye nomkhuba wokwenziwa kwezakhiwo zezakhiwo zamandla aphansi asobala.

Imakethe ye-OEM yezimboni ihlukaniswe. Amasimu abantu abaphilayo afana nama-liftetors, i-havc, nokupakisha kukhula kahle, ngenkathi izingxenye zemakethe ezinjengemishini yamachwebeni futhi zikhulisa imishini zenza ngokulinganisela. Embonini yegridi yamandla, amandla e-hydrogen ekuqaleni azohwebelana, futhi imakethe isiqalile ukuthatha ukwakheka; Umkhakha wamandla amasha (i-Photovoltaic, amandla omoya) agcine umfutho omuhle wokuthuthuka; Ukusebenza kwensimu yokuphehla amandla endabuko kabanzi kuvamile, kuntula amaphuzu okukhula okuqinile; Ukulondolozwa kwamandla kuyathandeka ngokuhlanganiswa kwe-optical, ukugcinwa nokushaja, futhi kugcinile ukukhula okusheshayo.