Thaum thawj theem ntawm 135th Canton Fair xaus, ib qho cim qhia meej tau tshwm sim: nyob rau hauv kev lag luam inverter thiab kev khaws cia hluav taws xob thoob ntiaj teb niaj hnub no, Asia-Africa-Latin America (AALA) kev lag luam tau dhau los ua lub cav loj hlob tseem ceeb tshaj plaws rau cov tuam txhab hluav taws xob tshiab hauv Suav teb.
Txij li thaum Lub Plaub Hlis 15 txog 19, 2024, thawj theem ntawm 135th Tuam Tshoj Ntshuam thiab Xa Khoom Tawm (Canton Fair) tau muaj nyob rau hauv Guangzhou. Tag nrho thaj chaw nthuav qhia tau txog 1.55 lab square meters, nrog rau cov tuam txhab koom nrog ntau tshaj 29,000. Thawj theem, lub ntsiab lus "Kev Tsim Khoom Siab", tau nthuav tawm thaj chaw nthuav qhia lub zog tshiab uas tau nthuav dav heev - qhov tseem ceeb ntawm lub rooj sib tham.
Cov Qauv Yuav Khoom Tab Tom Hloov Pauv: AALA Cov Feem Cuam Tseem Nce Siab
Cov ntaub ntawv los ntawm Canton Fair no qhia txog qhov sib txawv tseem ceeb - cov lag luam tshiab tab tom dhau los ua qhov tseem ceeb tshaj plaws ntawm qhov kev tshwm sim.
Thaum kawg ntawm Theem 1, cov neeg yuav khoom txawv teb chaws tuaj koom tau txog 125,440, los ntawm 212 lub teb chaws thiab thaj chaw, nce ntxiv 23.2% txhua xyoo. Ntawm lawv, cov neeg yuav khoom los ntawm Belt and Road Initiative (BRI) lub teb chaws muaj tag nrho 85,682, suav txog 68.3% ntawm tag nrho. Cov neeg yuav khoom los ntawm Tebchaws Europe thiab Tebchaws Meskas tsuas yog 22,694, tsawg dua 20%.
Qhov tseem ceeb tshaj plaws, cov ntaub ntawv sau npe ua ntej twb tau taw qhia txog qhov sib txawv no. Ua ntej lub rooj sib tham qhib, cov neeg yuav khoom sau npe ua ntej los ntawm cov teb chaws BRI tau nce 45.9% txhua xyoo, thaum cov neeg los ntawm Middle East tau nce 24.7%. Cov nqi loj hlob no ntau dua li cov los ntawm cov lag luam European thiab Asmeskas.
"Cov neeg yuav khoom European thiab Asmeskas tam sim no suav nrog tsawg dua 20%, thaum cov neeg siv khoom AALA nyob ntau dua 70% ntawm cov rooj zaum." Qhov kev hloov pauv ntawm cov qauv no txhais tau tias cov tuam txhab hluav taws xob tshiab Suav yuav tsum rov xav txog lawv txoj kev nthuav dav thoob ntiaj teb.
Cov Ntaub Ntawv Xa Khoom Tawm Inverter Pom Zoo Qhov Sib Txawv: AALA Qhov Kev Xav Tau Loj Hlob
Qhov kev hloov pauv ntawm cov neeg yuav khoom ntawm Canton Fair tsis yog ib qho xwm txheej cais tawm - cov ntaub ntawv xa tawm inverter kuj lees paub qhov nce ntawm AALA kev lag luam.
Raws li cov ntaub ntawv kev lis kev cai Suav teb, txij lub Ib Hlis mus txog lub Peb Hlis 2025, Tuam Tshoj tus nqi xa tawm inverter tau txog RMB 12.2 billion, nce 6.6% xyoo-rau-xyoo. Hauv cov cheeb tsam xa tawm, Asia, Tebchaws Europe, thiab Latin America yog peb lub khw loj tshaj plaws rau Suav inverters hauv peb lub hlis thawj zaug, suav txog 37%, 35%, thiab 12% ntawm kev xa tawm. Qhov tseem ceeb, Asia tau dhau Tebchaws Europe ua Tuam Tshoj lub khw xa tawm inverter loj tshaj plaws.
Cov teb chaws Es Xias Qab Teb tau ua tau zoo tshwj xeeb. Hauv Q1, Tuam Tshoj tau xa tawm RMB 1.01 billion ntawm cov inverters mus rau Is Nrias teb, nce 72% xyoo-rau-xyoo, thiab RMB 690 lab mus rau Pakistan, nce 55%. Is Nrias teb, Pakistan, Myanmar, UAE, thiab Saudi Arabia yog tsib lub teb chaws Es Xias sab saum toj rau cov inverters Suav.
Cov teb chaws Es Xias Qab Teb kuj tau qhia txog kev loj hlob zoo: hauv Q1, Tuam Tshoj tau xa tawm RMB 1.03 billion ntawm cov inverters mus rau cov teb chaws Es Xias Qab Teb, uas yog 47% nce ntxiv txhua xyoo.
Los ntawm "Trio Tshiab" mus rau "Belt & Road": Lub Zog Tshiab Mus Thoob Ntiaj Teb ntawm Kev Nce Qib Sai
Qhov kev txaus siab rau lub zog tshiab los ntawm AALA kev lag luam tau lees paub tag nrho ntawm Canton Fair no. Midea Group tau nthuav tawm cov inverters ib theem thiab peb theem hybrid grid-tied thiab cov roj teeb siab / qis voltage, siv kev tsim kho tshiab los txhim kho kev tswj hwm lub zog ntawm kev siv hluav taws xob hauv tsev thiab cov kab ke PV-cia. Skyworth tau txais ntau dua 1,000 tus neeg tuaj xyuas txawv teb chaws nrog nws cov khoom lag luam zoo tshiab suav nrog cov khoom siv hluav taws xob rau cov neeg siv khoom, cov khoom siv hauv tsev ntse, thiab cov kev daws teeb meem PV-cia.
Qhov sib txawv no kuj pom dav sab nraum lub rooj sib tham. Daim ntawv tshaj tawm los ntawm CITIC Securities qhia tias cov chaw khaws cia hluav taws xob hauv tsev thiab kev lag luam txawv teb chaws nyob rau ntawm qhov tig, nrog rau AALA qhov kev thov "nthuav tawm ntawm cov ntsiab lus ib leeg mus rau tag nrho thaj chaw". Nws xav tias cov tuam txhab ua lag luam yuav pom kev txhim kho tseem ceeb hauv Q2 2025, dhau qhov kev cia siab ntawm kev ua lag luam. Deye's Board Secretary tau hais meej meej tias "cov lag luam tshiab xws li Pakistan, Is Nrias teb, Philippines, thiab Myanmar muaj kev thov tsis txaus vim muaj kev tsis txaus hluav taws xob loj heev, thiab peb lub tuam txhab tau txais txiaj ntsig los ntawm kev tsom mus rau cov lag luam tshiab no."
Qhov tseeb, xyoo 2025 AALA cov lag luam twb suav txog 53% ntawm Tuam Tshoj cov khoom xa tawm inverter - ib qho ntim loj heev. Cov khoom siv khaws cia hluav taws xob hauv tsev thiab lag luam faib tawm tshwj xeeb tshaj yog haum rau cov kev xav tau ntawm cov lag luam tshiab uas muaj cov hluav taws xob tsis muaj zog.
Kev Koom Tes Ua Haujlwm ntawm "Belt & Road" Green Energy txuas ntxiv mus tob zuj zus
Qhov kev thov muaj zog rau cov khoom siv hluav taws xob tshiab hauv kev lag luam AALA muaj feem cuam tshuam nrog kev sib koom tes ntawm lub zog ntsuab hauv qab Belt and Road Initiative.
Tsis ntev los no, ntau qhov project loj los ntawm cov tuam txhab fais fab tshiab hauv Suav teb hauv thaj tsam AALA tau nrawm dua. Sineng Electric tau kos npe rau daim ntawv cog lus muab khoom nrog PowerChina los muab cov kev daws teeb meem PV inverter centralized high-efficiency rau 100MW hnub ci project hauv North Oman, uas xav tias yuav raug ua haujlwm thaum kawg ntawm xyoo 2026. Chongqing Daelim Taiyang tau ua tiav ib qhov project uas tsoomfwv pab rau Cuba - lub Hoobkas fais fab PV 85MW nrog kev khaws cia hluav taws xob - uas tau txuas nrog lub grid, npog ntau thaj chaw siv hluav taws xob tseem ceeb hauv Cuba thiab ua haujlwm hauv hom kev sib koom ua ke ntawm "PV generation + storage peak-shaving + off-grid backup".
Lub Koom Haum Kev Nqis Peev ntawm Oman thiab Botswana Power Corporation tau kos npe rau daim ntawv cog lus yuav fais fab los tsim lub chaw tsim hluav taws xob PV 500MW thiab lub tshuab khaws cia roj teeb 500MW hauv Maun, Botswana - thawj qhov project nyob rau hauv 3GW kev koom tes hluav taws xob ntawm ob lub tebchaws.
Txij li kev xa tawm inverter mus rau cov phiaj xwm loj PV-cia, cov tuam txhab Suav tab tom tsim lub ecosystem tshiab hauv AALA kev lag luam, suav nrog cov khoom lag luam, cov txheej txheem, cov khoom siv, thiab cov kev pabcuam.
Cov Kev Cuam Tshuam rau Cov Tuam Txhab Zog Tshiab Suav
Lub Rooj Sib Tham Canton yog lub sijhawm zoo. Kev nce ntxiv ntawm cov neeg siv khoom AALA txhais tau tias cov tuam txhab hluav taws xob tshiab hauv Suav teb yuav tsum rov tshuaj xyuas lawv cov tswv yim txawv teb chaws:
1. Kev tsom mus rau kev ua lag luam tab tom hloov pauv. Cov qauv xa khoom yav dhau los uas Tebchaws Europe thiab Tebchaws Meskas tswj hwm tab tom raug rhuav tshem. Kev lag luam AALA tam sim no suav nrog ntau dua ib nrab ntawm Tuam Tshoj cov khoom xa tawm inverter. Rau cov tuam txhab inverter thiab cov tuam txhab khaws cia hluav taws xob, qhov tseem ceeb ntawm kev lag luam AALA yuav tsum tau tsa.
2. Kev hloov kho cov khoom yog qhov tseem ceeb heev. Cov lag luam AALA feem ntau muaj cov hluav taws xob tsis muaj zog, ua rau cov khoom lag luam thiab cov khoom lag luam faib tawm tsim nyog dua. Raws li daim ntawv tshaj tawm CITIC Securities sau tseg, cov khoom faib tawm "ua tau raws li qhov xav tau ntawm cov lag luam tshiab nrog cov khoom siv hluav taws xob tsis muaj zog". Tib lub sijhawm, qhov kub thiab txias siab, hmoov av, thiab lwm yam huab cua hnyav xav tau kev hloov kho ib puag ncig zoo dua.
3. Kev pabcuam hauv zos yog qhov tseem ceeb heev. Cov neeg siv khoom hauv kev lag luam AALA xav tau kev txhawb nqa tom qab muag, kev cob qhia kev txawj ntse, thiab kev muab cov khoom seem ntau dua li cov lag luam European thiab Asmeskas uas paub tab. Cov tuam txhab uas tuaj yeem teb sai thiab cov kev pabcuam hauv zos yuav tau txais kev sib tw zoo dua.
4. Kev lees paub thiab kev ua raws li txoj cai tsis tuaj yeem tsis quav ntsej. Cov qauv kev lees paub hauv cov tebchaws AALA txawv ntawm cov tebchaws hauv Tebchaws Europe thiab Tebchaws Meskas. Kev tau txais daim ntawv pov thawj ntau lub tebchaws thaum ntxov yog "daim pib nkag" rau cov kev lag luam tshiab no.
Xaus lus
Thawj theem ntawm 135th Canton Fair tau xaus, tab sis zaj dab neeg tshiab ntawm AALA lub zog tshiab tsuas yog pib xwb.
Lub lag luam inverter thoob ntiaj teb yuav tsum poob qis 2% hauv xyoo 2025 thiab yuav poob qis ntxiv 9% mus rau 523GW / AC hauv xyoo 2026, ua rau muaj kev sib tw ntau ntxiv hauv cov lag luam ib txwm muaj. Vim muaj kev qeeb qeeb hauv kev thov hauv Tebchaws Europe thiab Tebchaws Meskas, cov lag luam tshiab ntawm AALA tab tom dhau los ua qhov tseem ceeb rau cov tuam txhab hluav taws xob tshiab hauv Suav teb mus thoob ntiaj teb.
Rau cov tuam txhab inverter thiab cov tuam txhab khaws cia hluav taws xob hauv Suav teb, kev lag luam AALA yog lub hiav txwv xiav uas tsim nyog nqis peev tob. Thaum lub sijhawm Canton Fair, Solarway New Energy tau txais tos ntau tus neeg siv khoom los ntawm thaj chaw AALA ntawm nws lub rooj muag khoom Electronics & Electricals (16.3H03) thiab lub rooj muag khoom New Energy (14.2G16). Txij li cov inverters thiab cov qhov hluav taws xob hauv kev lag luam mus rau cov kab ke khaws cia hluav taws xob, kev koom tes zoo siab tau kav ntev thoob plaws hauv kev nthuav qhia. Raws li Tus Thawj Coj ntawm GAC Aion tau hais tias, "Cov neeg yuav khoom txawv teb chaws, tshwj xeeb tshaj yog cov neeg los ntawm Belt thiab Road lub teb chaws, muaj kev cia siab heev."
Kev hloov kho dua tshiab ntawm lub ntiaj teb lub zog tshiab tsuas yog pib xwb.
Lub sijhawm tshaj tawm: Plaub Hlis-21-2026