Izihloko ezishisayo zanamuhla emakethe yomhlaba wonke ye-transformer ye-voltage ephakathi nephezulu

Ngu-JZP

1. Ukucindezeleka Okuqhubekayo Kokufunwa Kokunikezwa Komhlaba Wonke:
Izikhathi zokulethwa kwezidingo ezinkulu Ama-Power Transformers eNyakatho Melika ifinyelela amasonto angu-128-144, kanti iYurophu nayo ibhekene nokuntuleka okukhulu. Igebe lokuhlinzekwa elingaphezu kuka-30% libangelwa ukufunwa okuvela ezikhungweni zedatha ze-AI, ukuhlanganiswa kwamandla avuselelekayo, kanye nokuthuthukiswa kwegridi, okubangela ukuba amanani akhuphuke ngo-60%-80% uma kuqhathaniswa no-2020.

2. Ukukhula Okuqinile Kokuthunyelwa Kwempahla KwaseShayina:
Ukuthunyelwa kwamanye amazwe kwe-transformer eShayina kufinyelele ku-578.6 billion yuan kusukela ngoJanuwari-Novemba 2025, okuwukwenyuka okungu-36.3% unyaka nonyaka. Ukuthunyelwa kwamanye amazwe eYurophu kukhuphuke ngo-138%. IShayina iphethe cishe u-60% wamandla okukhiqiza emhlabeni jikelele, kanye nezinzuzo emikhakheni ephezulu njenge-UHV kanye nama-converter transformer.

3. Inkinga Yokuguqulwa Kwe-US Eya iba Mbi Kakhulu:
I-US ithembele ekuthengeni kwamanye amazwe cishe ama-80% ama-transformer ayo amakhulu, kanti izingxenye ezinkulu zengqalasizinda yayo yegridi zilinde isikhathi eside ukuze zishintshwe. Izidingo zamandla ezikhulayo ezivela ezikhungweni zedatha ze-AI zikhulisa ukushoda kwama-transformer akhethekile.

4. Ukuthuthukiswa Okusheshayo Kwegridi YaseYurophu:
I-EU ihlela ukutshalwa kwezimali okungu-€1.2 trillion eminyakeni eyishumi ukuze ithuthukise igridi yayo yokuguga, iningi layo elineminyaka engu-40-50 ubudala. Ama-oda avela kumakhasimende aseYurophu ezinkampanini zaseShayina ahlelelwe ngaphezu kuka-2026, kanti amanye amakhasimende azimisele ukukhokha iphrimiyamu engu-20%.

5. Intuthuko Kwezobuchwepheshe Bokuvikela BaseShayina:
"Ubuchwepheshe bokuvikela obusebenza kahle kakhulu be-transformer inter-turn" obuthuthukiswe ngokwabo busetshenziswe eziteshini zokuguqula ze-UHV, okunciphisa isikhathi sokuphendula kokuvikela kusuka kuma-millisecond angu-50-60 kuya kuma-millisecond angu-20.

6. Izindleko Zezinto Ezingavuthiwe Zicindezela Inzuzo:
Amanani ethusi akhuphuke cishe ngo-50% kusukela ekuqaleni kuka-2025. Insimbi ye-silicon egxile kuthusi kanye nokusanhlamvu ibiza cishe u-55% wezindleko zezinto zokusetshenziswa. Imodeli yokukhiqiza esekelwe ku-oda idala ukubambezeleka ekudlulisweni kwezindleko, okucindezela izinzuzo.

7. Ama-Solid-State Transformers (SST) njengokugxila kwesikhathi esizayo:
Izinkampani eziningana ezihamba phambili zakha ama-SST, anikeza ukusebenza kahle okuphezulu (kufika ku-99.5%) kanye nosayizi omncane. Kodwa-ke, izindleko eziphakeme zisalokhu ziyisithiyo, njengoba kulindeleke ukuthi kusetshenziswe kabanzi cishe ngo-2028-2030.

8. Imithelela Yezepolitiki Yezwe Emikhakheni Yokunikezela:
Amanye amazwe akhuthaza ukukhiqizwa kwe-transformer yendawo ukuze kuvikelwe uchungechunge lokuhlinzeka. Kodwa-ke, ngenxa yemijikelezo emide yokwakha amandla kanye nezithiyo zobuchwepheshe eziphakeme, indima ebalulekile yeShayina isalokhu inzima ukuyithatha indawo esikhathini esifushane.

9. Umbono Wethrendi:
Imakethe ye-transformer yomhlaba wonke ibhekene nomjikelezo wokushoda kwesakhiwo oqhutshwa ukuguquka kwamandla, isidingo sokubala se-AI, kanye namagridi agugayo. Lesi simo sokufunwa kokunikezwa okuqinile kulindeleke ukuthi siqhubeke okungenani kuze kube sekupheleni kuka-2026. Ithonya laseShayina liyakhula ngenxa yochungechunge lwayo oluphelele lwezimboni, kodwa kumele libhekane nezingozi ezivela ezindleleni zezinto zokusetshenziswa, ushintsho kwezobuchwepheshe, kanye nezombusazwe.

(Ulwazi olungenhla luqoqwe emibikweni yomphakathi kusukela emini be-Beijing Time ngomhlaka-31 Januwari.)