Njengoba isigaba sokuqala se-135th Canton Fair siphela, kuvele isignali ecacile: emakethe yomhlaba wonke yokuncintisana kakhulu ye-inverter kanye nesitoreji samandla, izimakethe zase-Asia-Africa-Latin America (AALA) ziba yinjini yokukhula ebaluleke kakhulu ezinkampanini zamandla ezintsha zaseShayina.
Kusukela mhla ziyi-15 kuya ku-19 kuMbasa 2024, isigaba sokuqala se-135th China Import and Export Fair (Canton Fair) sabanjwa eGuangzhou. Indawo yonke yombukiso ifinyelele kumamitha-skwele ayizigidi ezingu-1.55, kanye namabhizinisi angu-29,000 aqopha umlando ahlanganyela. Isigaba sokuqala, esinesihloko esithi “Advanced Manufacturing”, sasibonisa indawo entsha yombukiso wamandla eyandisiwe kakhulu - okuwuphawu olukhulu lombukiso.
Isakhiwo Somthengi Siyashintsha: Isabelo se-AALA Siyaqhubeka Sikhula
Idatha evela kulo Mbukiso waseCanton iveza umkhuba obalulekile - izimakethe ezisafufusa ziba yizona zindawo eziphelele zomcimbi.
Ekupheleni kweSigaba 1, inani labathengi baphesheya abangaxhunyiwe ku-inthanethi lifinyelele ku-125,440, bevela emazweni nasezifundeni ezingu-212, ukwanda konyaka nonyaka okungu-23.2%. Phakathi kwabo, abathengi abavela emazweni aseBelt and Road Initiative (BRI) babe ngu-85,682, okwenza u-68.3% wenani lilonke. Abathengi abavela eYurophu nase-United States babe ngu-22,694 kuphela, ngaphansi kuka-20%.
Okuphawuleka nakakhulu ukuthi idatha yokubhalisa yayisivele ikhombe kulo mkhuba. Ngaphambi kokuba umbukiso uvule, abathengi ababhalise kusengaphambili abavela emazweni e-BRI bakhuphuke ngo-45.9% unyaka nonyaka, kanti labo abavela eMpumalanga Ephakathi bakhule ngo-24.7%. Lawa mazinga okukhula adlula kakhulu lawo avela ezimakethe zaseYurophu naseMelika.
“Abathengi baseYurophu naseMelika manje bangaphansi kuka-20%, kuyilapho amakhasimende e-AALA ephethe izihlalo ezingaphezu kuka-70%.” Lokhu kushintsha kwesakhiwo kusho ukuthi izinkampani zamandla amasha zaseShayina kumele zicabange kabusha ngokuyisisekelo isu lazo lokukhulisa umhlaba wonke.
Idatha Yokuthumela I-Inverter Iqinisekisa Ukuthambekela: Isidingo Se-AALA Siyakhula
Ushintsho ekwakhiweni kwabathengi eCanton Fair akuyona into eyenzeka yodwa – idatha yokuthumela ngaphandle kwe-inverter nayo iqinisekisa ukukhuphuka kwezimakethe ze-AALA.
Ngokusho kwedatha yezentela yaseShayina, kusukela ngoJanuwari kuya kuMashi 2025, inani lokuthunyelwa kwe-inverter eShayina lifinyelele ku-RMB 12.2 billion, lenyuke ngo-6.6% ngonyaka. Ngokuphathelene nezifunda zokuthunyelwa kwempahla kwamanye amazwe, i-Asia, iYurophu, kanye neLatin America kwakuyizimakethe ezintathu eziphezulu zama-inverter aseShayina kwikota yokuqala, ezibalelwa ku-37%, 35%, kanye no-12% wokuthunyelwa kwempahla kwamanye amazwe ngokulandelana. Okuphawulekayo ukuthi i-Asia idlule iYurophu njengemakethe enkulu kunazo zonke yokuthunyelwa kwe-inverter eShayina.
INingizimu Asia yenze kahle kakhulu. Ku-Q1, iShayina yathumela ama-inverter angu-RMB ayizigidigidi eziyi-1.01 eNdiya, okwenyuke ngo-72% unyaka nonyaka, kanye no-RMB wezigidi ezingama-690 ePakistan, okwenyuke ngo-55%. I-India, iPakistan, iMyanmar, i-UAE, kanye neSaudi Arabia kwakuyizindawo ezinhlanu eziphezulu zase-Asia zama-inverter aseShayina.
INingizimu-mpumalanga ye-Asia nayo ibonise ukukhula okunamandla: ku-Q1, iShayina yathumela ama-inverter angu-RMB ayizigidigidi eziyi-1.03 eNingizimu-mpumalanga ye-Asia, okuwukwenyuka okungu-47% ngonyaka.
Ukusuka ku-“New Trio” Kuya ku-“Belt & Road”: Amandla Amasha Ahamba Emhlabeni Wonke Ngesivinini Esisheshayo
Intshisekelo enamandla yamandla amasha avela ezimakethe ze-AALA yaqinisekiswa ngokugcwele kulo Mbukiso waseCanton. I-Midea Group ibonise ama-inverter ahlanganiswe ngegridi yesigaba esisodwa kanye nesigaba sesithathu kanye namabhethri aphezulu/aphansi, isebenzisa ubuchwepheshe obusha ukuze ithuthukise ukulawulwa kokuxhumanisa amandla phakathi kokusetshenziswa kukagesi wasekhaya kanye nezinhlelo zokugcina i-PV. I-Skyworth ithole izivakashi zakwamanye amazwe ezingaphezu kwe-1,000 ngeminikelo yayo emisha yokukhiqiza esezingeni eliphezulu okuhlanganisa ama-electronics abathengi, izinto zasekhaya ezihlakaniphile, kanye nezixazululo zokugcina i-PV.
Lo mkhuba ubonakala kabanzi ngaphandle kombukiso. Umbiko ovela ku-CITIC Securities ukhombisa ukuthi imikhakha yokugcina amandla yokuhlala kanye neyezentengiselwano kwamanye amazwe isesimweni sokuguquka, lapho isidingo se-AALA "sisakazeka kusuka kumaphuzu ngamanye kuya ezifundeni zonke". Ilindele ukuthi izinkampani ezihamba phambili zizobona intuthuko enkulu kwikota yesibili ka-2025, idlule okulindelwe emakethe. UNobhala weBhodi kaDeye usho ngokusobala ukuthi "izimakethe ezisafufusa njengePakistan, i-India, iPhilippines, neMyanmar zinesidingo esiqinile esibangelwa ukushoda kwamandla okukhulu, futhi inkampani yethu iyazuza ngokugxila okuhlukile kwasekuqaleni kulezi zimakethe ezisafufusa."
Eqinisweni, ngo-2025 izimakethe ze-AALA sezivele zingu-53% wezimpahla ezithunyelwa ngaphandle kwe-inverter eShayina - inani elikhulu kakhulu. Imikhiqizo yokugcina amandla ezindlu nezokuhweba esakazekile ifaneleka kakhulu ezidingweni zezimakethe ezisafufusa ezinamagridi kagesi abuthakathaka.
Ukubambisana Kwamandla Aluhlaza “I-Belt & Road” Kuyaqhubeka Nokujula
Isidingo esinamandla semikhiqizo emisha yamandla ezimakethe ze-AALA sihlobene kakhulu nokuqiniswa kokubambisana kwamandla aluhlaza ngaphansi kwe-Belt and Road Initiative.
Muva nje, amaphrojekthi amaningana amakhulu ezinkampani zamandla amasha zaseShayina ezifundeni ze-AALA asheshile. I-Sineng Electric isayine isivumelwano sokuhlinzeka nge-PowerChina ukuze inikeze izixazululo eziphelele ze-PV inverter ezisebenza kahle kakhulu zephrojekthi yelanga engu-100MW eNyakatho Oman, okulindeleke ukuthi iqaliswe ukusebenza ekupheleni kuka-2026. I-Chongqing Daelim Taiyang yenze iphrojekthi esekelwa nguhulumeni eCuba - isitshalo samandla se-PV esingu-85MW esinesitoreji samandla - esixhunywe ngempumelelo kugridi, simboza izindawo eziningi ezisebenzisa ugesi eCuba futhi sisebenza ngendlela ehlanganisiwe "yokukhiqiza i-PV + ukusika okuphezulu kwesitoreji + ukusekela ngaphandle kwegridi".
I-Oman Investment Authority kanye neBotswana Power Corporation basayine isivumelwano sokuthenga ugesi sokwakha isitshalo sikagesi se-PV esingu-500MW kanye nohlelo lokugcina ugesi lwebhethri olusekelayo oluyi-500MW eMaun, eBotswana - iphrojekthi yokuqala ngaphansi kohlaka lokubambisana kwamandla lwe-3GW phakathi kwala mazwe amabili.
Kusukela ekuthunyelweni kwe-inverter kuya kumaphrojekthi amakhulu okugcina i-PV, izinkampani zaseShayina zakha uhlelo olusha lwamandla ezimakethe ze-AALA, ezihlanganisa imikhiqizo, izinhlelo, imishini kanye nezinsizakalo.
Imiphumela Yamabhizinisi Amasha Amandla aseShayina
I-Canton Fair iyisimangaliso. Ukwanda kwamakhasimende e-AALA kusho ukuthi izinkampani zamandla amasha zaseShayina zidinga ukuhlola kabusha amasu azo aphesheya kwezilwandle:
1. Ukugxila emakethe kuyashintsha. Iphethini yangaphambilini yokuthumela kwamanye amazwe eyayibuswa yiYurophu ne-US iyaphulwa. Izimakethe ze-AALA manje zingaphezu kwengxenye yezimpahla ezithunyelwa kwamanye amazwe e-inverter eShayina. Ezinkampanini zokugcina ama-inverter kanye nezindawo zokugcina amandla, kufanele kuphakanyiswe ukubaluleka kweqhinga lezimakethe ze-AALA.
2. Ukuzivumelanisa nomkhiqizo kubalulekile. Izimakethe ze-AALA zivame ukuba namagridi kagesi abuthakathaka, okwenza imikhiqizo yokugcina impahla yokuhlala neyebhizinisi esakazekile ifaneleke kakhudlwana. Njengoba umbiko we-CITIC Securities uphawula, imikhiqizo esakazekile “ihlangabezana kangcono nezidingo zezimakethe ezisafufusa ezinengqalasizinda yegridi ebuthakathaka”. Ngesikhathi esifanayo, amazinga okushisa aphezulu, uthuli, nezinye izimo zezulu ezinzima zidinga ukuzivumelanisa nezimo okunamandla kwemvelo.
3. Insizakalo yendawo ibalulekile. Amakhasimende ezimakethe ze-AALA adinga ukwesekwa okwengeziwe ngemva kokuthengisa, ukuqeqeshwa kobuchwepheshe, kanye nokunikezwa kwezingxenye ezisele kunezimakethe zaseYurophu naseMelika ezivuthiwe. Izinkampani ezinganikeza impendulo esheshayo kanye nezinsizakalo zendawo zizothola ithuba lokuncintisana.
4. Isitifiketi kanye nokuhambisana nomthetho akunakunganakwa. Izindinganiso zesitifiketi emazweni e-AALA zihluke kakhulu kulezo zaseYurophu nase-US. Ukuthola izitifiketi zamazwe amaningi kusenesikhathi “kuyithikithi lokungena” kulezi zimakethe ezisafufusa.
Isiphetho
Isigaba sokuqala se-135th Canton Fair sesiphelile, kodwa indaba yamandla amasha e-AALA isaqala nje.
Imakethe ye-inverter yomhlaba wonke kulindeleke ukuthi yehle ngo-2% ngo-2025 futhi yehle ngo-9% iye ku-523GW/AC ngo-2026, okwandisa ukuncintisana ezimakethe zendabuko. Ngenxa yokwehla kwesikhashana kwesidingo saseYurophu nase-US, izimakethe ezisafufusa ze-AALA ziba yisiqondiso esibalulekile ezinkampanini zamandla ezintsha zaseShayina eziya emhlabeni jikelele.
Ezinkampanini zokugcina izinto ezishintshayo nezamandla zaseShayina, izimakethe ze-AALA ziwulwandle oluluhlaza okwesibhakabhaka olufanele ukutshalwa kwezimali okujulile. Ngesikhathi se-Canton Fair, i-Solarway New Energy yamukele inani elikhulu lamakhasimende avela ezifundeni ze-AALA edokodweni layo le-Electronics & Electricals (16.3H03) kanye nedokodo le-New Energy (14.2G16). Kusukela kuma-inverter kanye nama-socket ezimboni kuya ezinhlelweni zokugcina amandla ezihlanganisiwe, ukuzibandakanya ngentshiseko kwaqhubeka kulo lonke umbukiso. Njengoba uMphathi Jikelele we-GAC Aion esho, “Abathengi baphesheya kwezilwandle, ikakhulukazi labo abavela emazweni aseBelt and Road, bathembisa kakhulu.”
Ukwakhiwa kabusha kwesimo samandla amasha emhlabeni wonke kusanda kuqala.
Isikhathi sokuthunyelwe: Ephreli-21-2026