Mu gihe icyiciro cya mbere cy'imurikagurisha rya 135 rya Canton kirangiye, ikimenyetso cyumvikana cyagaragaye: mu isoko ry’isi rikomeje guhatana cyane muri iki gihe, amasoko ya Aziya-Afurika-Amerika y’Epfo (AALA) arimo kuba moteri y’ingenzi y’iterambere ry’ibigo bishya by’ingufu by’Abashinwa.
Kuva ku ya 15 kugeza ku ya 19 Mata 2024, i Guangzhou habereye icyiciro cya mbere cy'imurikagurisha rya 135 ry'ibicuruzwa byinjizwa mu mahanga n'ibicuruzwa byoherezwa mu mahanga mu Bushinwa (Canton Fair). Imurikagurisha ryose ryageze kuri metero kare miliyoni 1.55, aho ibigo 29.000 byitabiriye. Icyiciro cya mbere, gifite insanganyamatsiko igira iti "Ibyakozwe mu buryo bugezweho", cyagaragaje ahantu hashya hakorerwa imurikagurisha ry'ingufu ryagutse cyane - ikintu gikomeye muri iryo murikagurisha.
Imiterere y'umuguzi irimo guhinduka: Imigabane ya AALA ikomeje kwiyongera
Amakuru aturuka muri iri murikagurisha rya Canton agaragaza ikintu cy'ingenzi - amasoko ari kuzamuka arimo kuba ikimenyetso cy'ingenzi cy'iri murikagurisha.
Mu mpera z'icyiciro cya mbere, abitabiriye kugura ibicuruzwa mu mahanga batari kuri interineti bageze ku 125.440, baturutse mu bihugu 212 n'uturere, ubwiyongere bw'umwaka ku kigero cya 23.2%. Muri bo, abaguzi bo mu bihugu bya Belt and Road Initiative (BRI) bose hamwe bari 85.682, bangana na 68.3% by'abaguzi bose hamwe. Abaguzi baturutse i Burayi na Leta Zunze Ubumwe za Amerika bari 22.694 gusa, bari munsi ya 20%.
Ikindi cy’ingenzi kurushaho, amakuru y’iyandikwa ry’ibiciro mbere y’uko bitangira yari yamaze kugaragaza ko hari icyo bitwaye. Mbere y’uko imurikagurisha ritangira, abaguzi biyandikishije baturutse mu bihugu bya BRI biyongereyeho 45.9% ugereranyije n’umwaka, mu gihe abaturutse mu Burasirazuba bwo Hagati biyongereyeho 24.7%. Iyi mibare y’izamuka iruta kure iy’isoko ry’i Burayi n’Amerika.
“Abaguzi b’i Burayi n’Abanyamerika ubu bari munsi ya 20%, mu gihe abakiriya ba AALA bafite imyanya irenga 70%.” Iri hinduka ry’imiterere y’ikigo bivuze ko ibigo bishya by’ingufu by’Abashinwa bigomba kongera gutekereza ku ngamba zabyo zo kwagura ibikorwa ku isi.
Amakuru yo kohereza hanze ya Inverter yemeza ko ibintu bihinduka: Ubusabe bwa AALA buri kwiyongera cyane
Impinduka mu miterere y’abaguzi mu imurikagurisha rya Canton si ikintu cyihariye – amakuru ajyanye n’ibyoherezwa mu mahanga bya inverter yemeza kandi ko amasoko ya AALA yazamutse.
Dukurikije amakuru ya gasutamo y’Abashinwa, kuva muri Mutarama kugeza muri Werurwe 2025, agaciro k’ingufu za inverter zoherezwa mu mahanga mu Bushinwa kageze kuri miliyari 12.2 z’amadolari y’Amerika, kazamutseho 6.6% ugereranyije n’umwaka. Ku bijyanye n’uturere twoherezwa mu mahanga, Aziya, Uburayi, na Amerika y’Epfo nibyo byaje ku isonga mu masoko atatu ya mbere y’ingufu za inverter zo mu Bushinwa mu gihembwe cya mbere, zingana na 37%, 35%, na 12% by’ibyoherezwa mu mahanga. Ikigaragara ni uko Aziya yarenze Uburayi nk’isoko rikomeye ry’ingufu zoherezwa mu mahanga mu Bushinwa.
Aziya y'Amajyepfo yitwaye neza cyane. Muri Q1, Ubushinwa bwohereje mu Buhinde imashini zihindura inverters zingana na miliyari 1.01 RMB, ziyongereyeho 72% ugereranyije n'umwaka, na miliyoni 690 RMB muri Pakisitani, ziyongereyeho 55%. Ubuhinde, Pakisitani, Miyanimari, UAE, na Arabiya Sawudite nibyo bihugu bitanu bya mbere byo muri Aziya byakira imashini zihindura inverters z'Abashinwa.
Aziya y'Amajyepfo y'Uburasirazuba nayo yagaragaje iterambere rikomeye: muri Q1, Ubushinwa bwohereje mu mahanga imashini zihindura inverters zingana na miliyari 1.03 RMB muri Aziya y'Amajyepfo y'Uburasirazuba, ubwiyongere bwa 47% ugereranyije n'umwaka.
Kuva kuri "New Trio" kugera kuri "Belt & Road": Ingufu nshya zigenda ziyongera ku isi ku muvuduko wihuta
Ubushake bukomeye ku ngufu nshya zituruka ku masoko ya AALA bwemejwe byuzuye muri iri murikagurisha rya Canton. Midea Group yerekanye inverters zihuza amashanyarazi mu byiciro bimwe na bitatu hamwe na bateri zifite voltage nyinshi/ziciriritse, hakoreshejwe ikoranabuhanga mu kunoza uburyo bwo kugenzura ingufu hagati y’ikoreshwa ry’amashanyarazi mu ngo na sisitemu zo kubika amashanyarazi. Skyworth yakiriye abashyitsi b’abanyamahanga barenga 1.000 hamwe n’ibicuruzwa bishya bifite umusaruro mwiza birimo ibikoresho by’ikoranabuhanga, ibikoresho byo mu rugo bigezweho, n’ibisubizo byo kubika amashanyarazi mu buryo bwa PV.
Iyi ngeso igaragara cyane hanze y’imurikagurisha. Raporo ya CITIC Securities igaragaza ko inzego zo mu mahanga zishinzwe kubika ingufu z’amashanyarazi n’iz’ubucuruzi ziri mu nzira y’impinduka, aho icyifuzo cya AALA “kigenda gikwirakwira mu turere twose”. Yiteze ko ibigo bikomeye bizabona iterambere rigaragara mu gihembwe cya kabiri cya 2025, birenga ibyo isoko ryari ryitezwe. Umunyamabanga w’Inama y’Ubutegetsi ya Deye yavuze neza ko “amasoko ari kuzamuka nka Pakisitani, Ubuhinde, Filipine, na Miyanimari afite icyifuzo gikomeye giterwa n’ibura ry’amashanyarazi rikabije, kandi ko ikigo cyacu cyungukira ku kwibanda ku masoko ari kuzamuka mbere.”
Mu by’ukuri, mu 2025 amasoko ya AALA yamaze kugira 53% by’ibicuruzwa bikoreshwa mu bushinwa mu mahanga – umubare munini cyane. Ibikoresho byo kubika ingufu z’amashanyarazi mu ngo no mu bucuruzi bikwirakwizwa cyane cyane mu bijyanye n’amasoko ari mu nzira y’amajyambere afite imiyoboro y’amashanyarazi idakora neza.
Ubufatanye mu bijyanye n'ingufu zibungabunga ibidukikije muri “Belt & Road” bukomeje kwiyongera
Ubukene bukomeye bw'ibicuruzwa bishya by'ingufu mu masoko ya AALA bufitanye isano rya hafi no gushimangira ubufatanye mu by'ingufu zitangiza ibidukikije muri gahunda ya Belt and Road.
Vuba aha, imishinga myinshi minini y’ibigo bishya by’ingufu by’Abashinwa mu turere twa AALA yihutishijwe. Sineng Electric yasinyanye amasezerano yo gutanga ibikoresho na PowerChina kugira ngo itange ibisubizo byuzuye bya PV inverter bikoresha ingufu zidasanzwe ku mushinga w’izuba wa 100MW muri Oman y’Amajyaruguru, biteganijwe ko uzatangira mu mpera za 2026. Chongqing Daelim Taiyang yakoze umushinga ushyigikiwe na leta muri Cuba - uruganda rw’ingufu rwa PV rwa 85MW rufite ububiko bw’ingufu - wahujwe neza n’umuyoboro w’amashanyarazi, ukorera ahantu henshi hakoreshwa ingufu muri Cuba kandi ukorera mu buryo buhuriweho bwo “gutanga PV + kubika ubwinshi bw’ibikoresho byo mu rwego rwo hejuru + gusiga amashanyarazi menshi hanze y’umuyoboro w’amashanyarazi”.
Ikigo cy’Ishoramari cya Oman n’Ikigo cy’Ingufu cya Botswana basinye amasezerano yo kugura amashanyarazi yo kubaka uruganda rw’amashanyarazi rwa PV rwa 500MW n’uburyo bwo kubika ingufu za batiri za 500MW i Maun, muri Botswana - umushinga wa mbere ushingiye ku bufatanye bw’ingufu za 3GW hagati y’ibihugu byombi.
Kuva ku kohereza ibicuruzwa mu mahanga kugeza ku mishinga minini yo kubika PV, amasosiyete y’Abashinwa arimo kubaka urusobe rw’ingufu mu masoko ya AALA, akubiyemo ibicuruzwa, sisitemu, ibikoresho na serivisi.
Ingaruka ku bigo bishya by'ingufu by'Abashinwa
Imurikagurisha rya Canton ni isoko y'ibyishimo. Izamuka ry'abakiriya ba AALA bivuze ko amasosiyete mashya y'ingufu mu Bushinwa agomba kongera gusuzuma ingamba zayo zo mu mahanga:
1. Icyerekezo cy’isoko kirimo guhinduka. Imiterere y’ibyoherezwa mu mahanga byari byiganjemo Uburayi na Amerika irimo gucika intege. Amasoko ya AALA ubu agize igice kirenga kimwe cya kabiri cy’ibyoherezwa mu mahanga n’Ubushinwa. Ku bigo bitunganya inverter n’ibibika ingufu, hagomba gushyirwa imbere ingamba z’amasoko ya AALA.
2. Guhindura imiterere y'ibicuruzwa ni ingenzi cyane. Amasoko ya AALA akunze kugira imiyoboro y'amashanyarazi idakomeye, bigatuma ibikoresho byo mu rugo n'iby'ubucuruzi bikwirakwira neza. Nk'uko raporo ya CITIC Securities ibivuga, ibicuruzwa bikwirakwira "bihura neza n'ibyo amasoko mashya akeneye hamwe n'ibikorwaremezo bidakomeye by'imiyoboro y'amashanyarazi". Ariko kandi, ubushyuhe bwinshi, ivumbi, n'ibindi bihe bibi by'ikirere bisaba ko ibidukikije birushaho kwihuta.
3. Serivisi zo mu gace ni ingenzi cyane. Abakiriya bo ku masoko ya AALA bakeneye ubufasha bwinshi nyuma yo kugurisha, amahugurwa ya tekiniki, n'ibikoresho bisimbura ibindi kurusha amasoko agezweho yo mu Burayi no muri Amerika. Amasosiyete ashobora gutanga serivisi zihuse na serivisi zo mu gace azabona amahirwe yo guhangana n'ibindi.
4. Ibyemezo n'amategeko ntibishobora kwirengagizwa. Amahame ngenderwaho y'ibyemezo mu bihugu bya AALA atandukanye cyane n'ayo mu Burayi na Amerika. Kubona ibyemezo by'ibihugu byinshi hakiri kare ni "itike yo kwinjira" muri aya masoko ari kuzamuka.
Umwanzuro
Icyiciro cya mbere cy'imurikagurisha rya 135 rya Canton cyarangiye, ariko inkuru nshya y'ingufu za AALA iratangiye.
Biteganijwe ko isoko ry’ingufu ku isi rizagabanukaho 2% mu 2025 rikongera kugabanukaho 9% rigere kuri 523GW/AC mu 2026, bikongera ipiganwa ku masoko asanzwe. Mu gihe habayeho kugabanuka by’agateganyo kw’ingufu mu Burayi no muri Amerika, amasoko mashya ya AALA arimo kuba icyerekezo cy’ingenzi ku bigo bishya by’ingufu by’Abashinwa bigiye ku rwego mpuzamahanga.
Ku bigo by’Abashinwa bicuruza inverter n’ibigega by’ingufu, amasoko ya AALA ni inyanja y’ubururu ikwiye ishoramari ryinshi. Mu imurikagurisha rya Canton, Solarway New Energy yakiriye abakiriya benshi baturutse mu turere twa AALA mu cyumba cyayo cy’ibikoresho by’ikoranabuhanga n’amashanyarazi (16:3H03) na New Energy (14.2G16). Kuva ku byuma bihindura inverter n’ibice by’inganda kugeza ku buryo bwo kubika ingufu buhuriweho, ubwitabire bukomeye bwakomeje mu imurikagurisha ryose. Nk’uko Umuyobozi Mukuru wa GAC Aion yabivuze, “Abaguzi bo mu mahanga, cyane cyane abo mu bihugu bya Belt and Road, bafite icyizere gikomeye.”
Ivugurura ry'imiterere y'ingufu nshya ku isi rimaze gutangira.
Igihe cyo kohereza ubutumwa: 21 Mata 2026