New Energy Battery Demand Analysis na2024

New Energy Vehicles: Zvinotarisirwa kuti kutengesa kwepasirese kwemotokari nyowani dzesimba muna 2024 kunotarisirwa kudarika mamirioni gumi nemanomwe, kuwedzera kweanopfuura 20% gore-pagore. Pakati pavo, musika weChinese unotarisirwa kuramba uchitora zvinopfuura 50% yemugove wepasirese, kutengesa kuchapfuura mamirioni gumi nemazana mashanu (kusanganisa kunze kwenyika). Kufananidza, 2024 epasi rose magetsi ekutakura anotarisirwa kuona kupfuura 20% kukura.

Kuchengetedzwa kwesimba: zvinotarisirwa kuti muna 2024 iyo yepasi rose itsva photovoltaic yakaiswa simba re508GW, gore-pa-gore kukura kwe22%. Tichifunga nezvesimba rekuchengetedza simba rinoenderana ne photovoltaic, kugovera uye chiyero chekuchengetedza uye kugovera uye kuchengetedza nguva, epasi rose ekuchengetedza simba rekutakura muna 2024 inotarisirwa kuona inopfuura 40% kukura.

Nyowani simba bhatiri rinoda kushanduka kwezvinhu: hupfumi uye kugovera, kushanduka kwezvinhu, off-peak mwaka switching, mhiri kwemakungwa marongero, shanduko nyowani tekinoroji ichakanganisa kudiwa kwemabhatiri emagetsi matsva.

Kutengeswa kwesimba repasi rose kunotarisirwa kukura kupfuura 40% panosvika 2024

Zvinoenderana neInternational Energy Agency (IEA), kuisirwa kutsva kwePV kwepasi rose kwakasvika 420GW muna 2023, zvichikwira 85% gore negore. Kuiswa kwePV kutsva kwepasi rose kunotarisirwa kuve 508GW muna 2024, kukwira 22% gore-pagore. Tichifunga kuti kudiwa kwesimba rekuchengetedza = PV * chiyero chekugovera * nguva yekugovera, kudiwa kwesimba rekuchengetedza kunotarisirwa kuve kwakabatana nePV kuiswa mune dzimwe nyika kana matunhu muna 2024. Maererano neInfoLink data, muna 2023, iyo yepasi rose yekuchengetedza simba. core shipment yakasvika 196.7 GWh, iyo yakakura uye yeindasitiri uye yekutengeserana simba rekuchengetedza, imba yekuchengetedza, zvichiteerana, 168.5 GWh uye 28.1 GWh, chikamu chechina chakaratidza mamiriro emwaka wepamusoro, kukura kweringgit kwe1,3 chete%. Zvinoenderana neEVTank data, muna 2023,bhatiri rekuchengetedza simba repasi rosekutakura kwakasvika 224.2GWh, kuwedzera kwe40.7% gore-pa-gore, iyo 203.8GWh yekutakura simba rekuchengetedza bhatiri nemakambani eChinese, achiverengera 90.9% yepasi rose simba rekuchengetedza bhatiri. Zvinotarisirwa kuti kutakura kwepasirese kwekuchengetedza simba kunotarisirwa kuwedzera kukura kwe40% muna 2024.

Kupera:

Kazhinji, pamusorobhatiri resimba idzvakuda kuchinjika kwezvinhu zvakanyanya kutaura, pane zvinhu zvishanu: mhando kana modhi yekugovera kugadzira kudiwa, hupfumi hwekusimudzira kuda kuisa; kukwevera kushanduka kweiyo bullwhip effect yezvinyorwa; term mismatch, iyo indasitiri inoda mwaka wepamusoro-soro; mutemo wemhiri kwemakungwa ichi chinhu chisingadzoreki; kukanganisa kwekudiwa kwemichina mitsva.


Nguva yekutumira: Chivabvu-06-2024