Turai da gidan Amurkamakamashi ajiyahigh-gudun ci gaba
A karkashin manufar "Bicarbon", sabon makamashi da PV ke wakilta ya ga saurin girma a karkashin ingantattun manufofi.Tare da balagamakamashi ajiyafasaha da rage farashi, yanayin gida kuma sannu a hankali yana girma zuwa wani muhimmin filin sabbin aikace-aikacen makamashi.Musamman a kasuwannin ketare, farashin wutar lantarki na mazauna yana ci gaba da hauhawa a karkashin tattalin arzikin gidajemakamashi ajiya a hankali a hankali, tare da tallafin kuɗi na gwamnatoci don ƙara haɓaka haɓakarsa cikin sauri.
Daga bangaren bukata, a daya bangaren, ci gaba da tashin farashin wutar lantarki ya haifar da karuwar bukatar ajiyar makamashin gida.Tun bayan rikicin Rasha da Ukraine, kasashen Turai sun shiga cikin tashin farashin kayayyaki da matsalar makamashi, farashin makamashi na ci gaba da hauhawa.A cewar cibiyar musayar ra'ayi ta Intercontinental Exchange (ICE) a London, farashin iskar gas na gaba ya kai dala 2,861.6 a kan kowace mita cubic 1,000 a ranar 22 ga watan Agusta, wanda ya kai matsayi mafi girma ga yawan cibiyoyin iskar gas na Turai, wanda ya kai matsayi mafi girma tun bayan gudanar da 1996.Ci gaba da samun karancin iskar gas ya haifar da tashin farashin wutar lantarki.Wannan ya ƙara ƙarfafa amfani da samar da wutar lantarki na photovoltaic (PV) a cikin al'amuran gida, da kuma gida.makamashi ajiya ya fashe.
A gefe guda kuma, rashin kwanciyar hankali na samar da wutar lantarki ya haifar da buƙatun mazaunin.Bangaren al'umma a ƙasashen waje sun tarwatse, tsadar ginin grid da haɓakawa daga baya ba shi da ƙarfi, ƙarfin daidaitawar grid yana da rauni, musamman a ƙarƙashin tasirin matsanancin yanayi, ƙarancin wutar lantarki iri-iri na faruwa akai-akai, kwanciyar hankali na samar da wutar lantarki mazauna wurin talakawa ne.Kuma gidamakamashi ajiyazai iya ba da wutar lantarki ta gaggawa lokacin da grid ɗin wutar lantarki ta kasa tabarbarewar wutar lantarki ko rashin kwanciyar hankali, inganta kwanciyar hankali na wutar lantarki.
Daga bangaren samar da kayayyaki, photovoltaic a cikin fasaha, aikace-aikace da sauran nau'o'in samar da tsarin da ya fi girma, kuma a wasu yankuna na kasashen waje da suka ci gaba tare da yawan shiga.Tare da yanayin haɓakawa na photovoltaic daga tallafi, cikakken nau'in samun damar Intanet zuwa motsin tattalin arziƙin sa, canjin amfani da kai na kansa, yana tallafawa buƙatunmakamashi ajiyasannu a hankali ya zo kan gaba.
Karkashin tasirin annobar, karancin kayan abinci da sauran abubuwan, sabon gidaje na duniyamakamashi ajiyakasuwa a cikin 2021 har yanzu yana ci gaba da haɓaka haɓaka, tare da sabon shigar da girman 18.3GW na ayyukan ajiyar wutar lantarki a cikin aiki, haɓakar 185% kowace shekara.Daga cikin su, Turai da Amurka gidamakamashi ajiyaa cikin 2021, don ninka yawan haɓakar shekara-shekara ya nuna haɓakar haɓakar haɓaka.2021 US shigar iya aiki namakamashi ajiyaya kai 3.51GW/10.50GWh, sau hudu a shekara.Bayanan da suka dace sun nuna cewa jimlar sabon ƙarfin da aka shigar zai kai 63.4GW/202.5GWh a cikin 2021-2026, wanda gidan zai iya kaiwa 4.9GW/14.3GWh.
Gasa mai tsanani tsakanin kamfanoni a fagen gidajemakamashi ajiya
Bangaren bukatu da bangaren samar da kayayyaki suna haifar da zafi na kasuwa, kuma kamfanoni na duniya su ma suna hanzarta tsarin gidajemakamashi ajiyafilin.Bayanai masu dacewa sun nuna cewa gidan TOP3makamashi ajiyamasu samar da kayayyaki a cikin 2021 sune Tesla, Fasahar Pylon da BYD, suna lissafin 18%, 14% da 11% bi da bi.
Domin yin tattalin arzikin gidamakamashi ajiyaAn kara bayyana a kasuwa, a cikin Yuli na wannan shekara, Tesla ya haɗu tare da California mai amfani PG&E don ƙirƙirar sabon injin sarrafa wutar lantarki, samar da masu amfani da Powerwall masu cancanta tare da biyan diyya na $2 a kowace kWh.An ba da rahoton cewa za a sami masu amfani da Powerwall 50,000 da suka cancanci tallafin.Idan muka yi kiyasin daga kasuwar bukatar wutar lantarki da kuma adadin masu amfani da Powerwall, duk lokacin da aka aika wutar, mai amfani zai sami kudaden shiga na $10-60.
A lokaci guda, don jimre da saurin haɓakar buƙatun kasuwa, kamfanoni na cikin gida suma suna haɓaka haɓaka haɓakar samarwa.A watan Yuni na wannan shekara, fasahar Pylon ta hanzarta fadada babban karshen shirin bayar da hannun jari ga wani abu na musamman, don tara jimillar da ba ta wuce yuan biliyan 5 ba, don zuba jari a cikin aikin samar da makamashi mai karfin 10GWh kowace shekara, layin samar da tsarin taro da kayan aiki masu alaƙa, hedkwata da aikin tushen masana'antu da ƙarin babban birnin aiki.
Wani misali kuma shi ne Goodwe majagaba a gidamakamashi ajiyainverters, wanda ya ƙaddamar da jerin LynxHome F high-voltagemakamashi ajiyabatura tare da ƙirar ƙira, waɗanda za su iya fahimtar haɓakar haɓakar haɓaka ƙarfin baturi na 6.6-16kWh, kuma yana iya ba da ƙarfi mai ƙarfi don samar da wutar lantarki na gida.Kamfanin batir na PengHui makamashi a cikin faɗuwar rana ya zama na ƙasamakamashi ajiyajigilar batir a cikin kamfanoni na 2021 TOP2, in ji a baya, dangin kamfaninmakamashi ajiyasamfurori a bara sun wuce takaddun shaida na Turai da Ostiraliya, kuma sun karbi babban adadin umarni.
Gidan gidamakamashi ajiyawaƙa "dogon gangara lokacin dusar ƙanƙara"?
Masana'antar gabaɗaya sun yi imanin cewa wannan shekara ita ce shekarar farko tamakamashi ajiyakasuwa.Ci gaban gida na yanzumakamashi ajiya, ta yadda wannan magana ta tabbata.Don haka, a cikin dogon lokaci, gidamakamashi ajiyakasuwa "slope" kuma yaushe zai kasance?
Daga ra'ayi na kudin da ake amfani da zama, gidamakamashi ajiyada photovoltaic na gida yana tallafawa ƙarin tattalin arziki.A cikin shekaru biyu da suka gabata, ƙimar shigar da hoto ta gida ya ƙaru sosai.Dangane da kididdigar Infolink, ana sa ran adadin shigar da gidan PV na Amurka da Jamus zai karu daga 3.3% da 11.1% zuwa 6.6% da 21.5% a cikin 2025. A lokaci guda kuma, adadin shigar shigar da kayan ajiya na gani na Amurka, na Jamus shima shine. haɓaka, zai kasance daga 0.25% a cikin 2020, 2.39%, zuwa 1.24% a 2025, 10.02%, don haɓaka haɓakar sau 4.96, sau 4.19.
Ƙaruwar ƙimar shigar ma'ajiyar gani, zai kawo wasu sararin ci gaba don ajiyar makamashi na gida.Kuma tare da karuwar motocin lantarki da sauran kayan aikin wutar lantarki, yawan wutar lantarki da kowane mutum zai yi amfani da shi kuma zai karu, ta yadda za a inganta karfin tsarin ajiya na gani guda daya, yana kawo babban ci gaban masana'antu.
A halin yanzu, gidan duniyamakamashi ajiyaKasuwar haɓaka ta fi mayar da hankali ne a cikin Turai da Amurka waɗanda Jamus da Amurka ke wakilta, kuma haɓakar ta yana haifar da tallafin siyasa, kayan aikin PV na gida damakamashi ajiyaAdadin shiga shiga ya karu.HIS Markit bayanai sun nuna cewa a cikin 2020, gidan duniyamakamashi ajiyaAn fi mayar da hankali ne a Turai, Jamus, Italiya, Birtaniya, da kuma Japan, Australia, Amurka da sauransu, wanda a cikin hadaddun iyali.makamashi ajiyaiyawar Jamus, Amurka, Japan da Ostiraliya na haɗin gwiwar kaso na iyalimakamashi ajiyaya canza zuwa +74.8%.
Dangane da bayanan 2021, a cikin gidanmakamashi ajiya kasuwa, Tesla, tare da fitaccen ƙarfin samfurin sa da tasirin sa, ya kai kashi 15% na gidan duniyamakamashi ajiyakasuwa, sai kuma Pylon Technology, wani kamfani daga kasar Sin, wanda ke da kaso 13%.Bugu da kari, masana'antun cikin gida irin su GREAT POWER, TITHIUM, SUNGROW, DEYE, Goodwe, sofar New Energy, da dai sauransu suma suna kara habaka tsarin kasuwancin kasashen waje.
Gabaɗaya magana, cikakken tsarin iyalimakamashi ajiyaciki har da photovoltaic,makamashi ajiyainverter,makamashi ajiyabaturi da sauran sassa da kayan aiki da sauran farashi, wanda mafi mahimmancin su shinemakamashi ajiyabaturi kumamakamashi ajiyainverter.Matsakaicin farashin kayan aikin gida na 2021makamashi ajiyayana kusan yuan 2.8 / W, bisa ga bayaninmakamashi ajiyatsarin matsakaicin matsakaicin farashin shekara-shekara na ma'aunin 5%, ana tsammanin zai kai 2025 na gidanmakamashi ajiyagirman kasuwar kusan yuan biliyan 111.7.
Tun wannan shekara, da bukatarmakamashi ajiyakayan aiki a Turai sun girma sosai.Domin tabbatar da samar da kasuwa, kasar Sinmakamashi ajiyasarkar masana'antu kuma ta amsa da sauri.Kididdigar kwastam ta nuna cewa, a farkon rabin shekarar bana, yawan batir Lithium-ion da kasar Sin ke fitarwa zuwa kasashen waje ya karu da kashi 36.8 bisa dari a duk shekara, kuma adadin inverter din ya karu da kashi 576.7% a duk shekara.A halin yanzu, gidamakamashi ajiyatare da ƙananan batura suna ci gaba da kasancewa a takaice, masana'antun inverter na PV ta hanyar tashar asali mai santsi na jigilar kayayyaki.makamashi ajiyainverter kayayyakin, sayar da farashin da riba don kula da wani babban matakin, iyalimakamashi ajiyasamfurori sun zama muhimmin batu na girma a cikin ayyukansa na gaba.
Lokacin aikawa: Nuwamba-28-2023