I te mutunga o te wāhanga tuatahi o te 135 o ngā Canton Fair, kua puta he tohu mārama: i roto i te mākete rokiroki hiko me te inverter o te ao e piki haere ana te whakataetae i ēnei rā, kei te noho ngā mākete o Āhia‑Āwherika‑Amerika Latina (AALA) hei miihini tipu nui rawa atu mō ngā kamupene hiko hou Hainamana.
Mai i te 15 ki te 19 o Paenga-whāwhā, 2024, i tū te wāhanga tuatahi o te 135 o ngā Whakaaturanga Kawemai me te Kaweake o Haina (Canton Fair) ki Guangzhou. I eke te katoa o te wāhi whakaaturanga ki te 1.55 miriona mita pūrua, me te 29,000 ngā umanga i whai wāhi. Ko te wāhanga tuatahi, ko te kaupapa "Arā Atu Anō o te Hanganga", i whakaatu i tētahi wāhi whakaaturanga pūngao hou kua whānui ake - he mea nui tēnei o te whakaaturanga.
Kei te Huri te Hanganga Kaihoko: Kei te Piki Tonu te Hea AALA
E whakaatu ana ngā raraunga mai i tēnei Canton Fair i tētahi ia auahatanga nui – ko ngā mākete puta noa i te ao kei te huri hei wāhi nui o te huihuinga.
I te mutunga o te Wāhanga 1, i tae atu te tokomaha o ngā kaihoko tuimotu o tāwāhi ki te 125,440, mai i ngā whenua me ngā rohe 212, he pikinga tau-ki-te-tau o te 23.2%. I roto i a rātou, ko te katoa o ngā kaihoko mai i ngā whenua Belt and Road Initiative (BRI) he 85,682, ko te 68.3% o te katoa. Ko ngā kaihoko mai i Ūropi me te Hononga o Amerika he 22,694 noa iho, he iti iho i te 20%.
Heoi anō, he mea nui ake, kua tohu kē ngā raraunga i mua i te rēhitatanga ki tēnei ia. I mua i te whakatuwheratanga o te whakaaturanga, i piki ake ngā kaihoko kua rēhitatia i mua i te rēhitatanga mai i ngā whenua BRI mā te 45.9% i ia tau, ā, ko te hunga nō te Middle East i piki ake mā te 24.7%. He nui ake ēnei reiti tipu i ērā o ngā mākete o Ūropi me Amerika.
"Kei raro iho i te 20% o ngā kaihoko o Ūropi me Amerika ināianei, ko ngā kaihoko AALA ia e noho ana i te neke atu i te 70% o ngā tūru." Ko te tikanga o tēnei panonitanga hanganga me whakaaro anō ngā kamupene pūngao hou o Haina ki tā rātou rautaki whakawhānui ao.
Ko ngā Raraunga Kaweake Inverter e Whakaū ana i te Ia Au: Kei te Puāwai te Tono AALA
Ehara i te mea takitahi te panonitanga o te hanganga o ngā kaihoko i te Canton Fair – e whakaū ana hoki ngā raraunga kaweake inverter i te pikinga ake o ngā mākete AALA.
E ai ki ngā raraunga tikanga Hainamana, mai i Hānuere ki Maehe 2025, i eke te uara kaweake o ngā inverter a Haina ki te RMB 12.2 piriona, he pikinga 6.6% ia tau. Mō ngā rohe kaweake, ko Āhia, ko Ūropi, me Amerika Latina ngā mākete matua e toru mō ngā inverter Hainamana i te hauwhā tuatahi, e 37%, 35%, me te 12% o ngā kaweake. He mea nui, kua hipa a Āhia i a Ūropi hei mākete kaweake inverter nui rawa atu o Haina.
I tino pai te mahi a Āhia ki te Tonga. I te hauwhā tuatahi, i kaweake a Haina i te RMB 1.01 piriona o ngā inverters ki Īnia, he pikinga 72% ia tau, me te RMB 690 miriona ki Pakitāne, he pikinga 55%. Ko Īnia, Pakitāne, Myanmar, te UAE, me Saudi Arabia ngā wāhi e rima o Āhia mō ngā inverters Hainamana.
I whakaatu hoki a Āhia ki te Tonga-Rawhiti i te tipu kaha: i te hauwhā tuatahi, i kaweake a Haina i te RMB 1.03 piriona o ngā inverters ki Āhia ki te Tonga-Rawhiti, he pikinga 47% ia tau.
Mai i te "New Trio" ki te "Belt & Road": Ka horapa te Pūngao Hou ki te Ao Whānui i te Tere Tere
I tino whakamanahia te hiahia nui ki te pūngao hou mai i ngā mākete AALA i tēnei Whakaaturanga Canton. I whakaatuhia e Midea Group ngā kaitahuri whatunga kotahi-wāhanga me te toru-wāhanga ranu me ngā pākahiko ngaohiko teitei/iti, mā te whakamahi i te auahatanga hangarau hei whakapai ake i te whakahaere hononga pūngao i waenga i te whakamahinga hiko o te whare me ngā pūnaha rokiroki PV. Neke atu i te 1,000 ngā manuhiri o tāwāhi i tae mai ki a Skyworth me āna tuku hua kounga hou tae atu ki ngā hiko kaihoko, ngā taputapu kāinga atamai, me ngā otinga rokiroki PV.
E kitea whānuitia ana hoki tēnei ia i waho o te whakaaturanga. E whakaatu ana tētahi pūrongo mai i a CITIC Securities kei te huri haere ngā rāngai rokiroki pūngao noho me te arumoni o tāwāhi, me te tono a AALA "e horapa ana mai i ngā wāhi takitahi ki ngā rohe katoa". E matapaetia ana ka kite ngā kamupene matua i te whakapainga nui i te Hauwhā Tuarua o te tau 2025, e hipa ana i ngā tumanakohanga o te mākete. I mārama te kī a te Hēkeretari Poari a Deye "he kaha te tono o ngā mākete puta mai pērā i a Pakitāne, Īnia, Philippines, me Myanmar nā te korenga o te hiko, ā, ka whai hua tā mātou kamupene mai i te arotahi wawe ki ēnei mākete puta mai."
Ina hoki, i te tau 2025, e 53% o ngā kaweake hiko inverter a Haina kua riro kē i ngā mākete AALA – he rahinga nui. He tino pai ngā hua rokiroki pūngao kāinga me ngā hua arumoni kua tohatohahia mō ngā hiahia o ngā mākete putaiao me ngā whatunga hiko ngoikore.
Kei te Whakahohonu Tonu te Mahi Tahi Pūngao Kakariki o "Belt & Road"
He hononga tata te kaha o te tono mō ngā hua pūngao hou i ngā mākete AALA ki te hōhonutanga o te mahi tahi pūngao matomato i raro i te kaupapa Belt and Road.
Nō nā tata nei, kua tere haere ngā kaupapa nui a ngā kamupene hiko hou Hainamana i ngā rohe AALA. I hainatia e Sineng Electric tētahi whakaaetanga tuku me PowerChina hei whakarato i ngā otinga inverter PV pokapū tino whai hua mō tētahi kaupapa hiko pūngao rā 100MW i Te Tai Tokerau o Ōman, e tūmanakohia ana ka tīmata i te mutunga o te tau 2026. I whakahaerehia e Chongqing Daelim Taiyang tētahi kaupapa āwhina a te kāwanatanga mō Cuba – he tipu hiko PV 85MW me te rokiroki hiko – kua honoa angitu ki te whatunga hiko, e kapi ana i ngā rohe nui e pau ana te hiko i Cuba, ā, kei te whakahaerehia i roto i tētahi aratau whakauru o te "whakaputa PV + rokiroki tihi-heu + tārua waho-whatunga".
I hainatia e te Oman Investment Authority me te Botswana Power Corporation tētahi whakaaetanga hoko hiko hei hanga i tētahi tipu hiko PV 500MW me tētahi pūnaha rokiroki pūngao pākahiko 500MW tautoko i Maun, Botswana – ko te kaupapa tuatahi i raro i tētahi anga mahi tahi pūngao 3GW i waenganui i ngā whenua e rua.
Mai i ngā kaweake inverter ki ngā kaupapa rokiroki PV nui, kei te hanga e ngā kamupene Haina tētahi pūnaha pūngao hou i roto i ngā mākete AALA, e kapi ana i ngā hua, ngā pūnaha, ngā taputapu, me ngā ratonga.
Ngā Pānga mō ngā Pakihi Pūngao Hou o Haina
He tohu nui te Canton Fair. Nā te pikinga ake o ngā kiritaki AALA, me arotake anō e ngā kamupene pūngao hou o Haina ā rātou rautaki ki tāwāhi:
1. Kei te neke haere te arotahi o te mākete. Kei te pakaru te tauira kaweake o mua i raro i te mana o Ūropi me te US. Inaianei, neke atu i te haurua o ngā kaweake inverter a Haina ko ngā mākete AALA. Mō ngā kamupene rokiroki inverter me te pūngao, me whakapiki ake te kaupapa rautaki a ngā mākete AALA.
2. He mea nui te urutau hua. He ngoikore ake ngā whatunga hiko o ngā mākete AALA, ā, he pai ake te urutau ki ngā hua rokiroki kāinga me ngā hua arumoni kua tohatohahia. E ai ki te pūrongo a CITIC Securities, ko ngā hua kua tohatohahia "ka pai ake te whakatutuki i ngā hiahia o ngā mākete hou me ngā hanganga whatunga ngoikore". I taua wā anō, me kaha ake te urutau taiao i ngā pāmahana teitei, te puehu, me ētahi atu āhuatanga āhuarangi kino.
3. He mea nui te ratonga ā-rohe. He nui ake te tautoko whai muri i te hoko, te whakangungu hangarau, me te tuku wāhanga tāpui e hiahiatia ana e ngā kiritaki i ngā mākete AALA i ngā mākete pakeke o Ūropi me Amerika. Ka whiwhi ngā kamupene e taea ai te whakarato urupare tere me ngā ratonga ā-rohe i te painga whakataetae.
4. Kāore e taea te wareware i te tiwhikete me te tutuki i ngā whakaritenga. He rerekē rawa ngā paerewa tiwhikete i ngā whenua AALA i ērā i Ūropi me te US. Ko te whiwhi tiwhikete maha-whenua i te wā wawe te "tiketi whakauru" ki ēnei mākete putaiao.
Whakamutunga
Kua mutu te wāhanga tuatahi o te 135 o ngā Huihuinga Canton, engari kua tīmata noa te kōrero mō te pūngao hou a AALA.
E matapaetia ana ka heke te mākete inverter o te ao mā te 2% i te tau 2025, ā, ka heke anō mā te 9% ki te 523GW/AC i te tau 2026, ka kaha ake te whakataetae i ngā mākete tuku iho. I te taha o te puhoi haere o te tono a Ūropi me te US, kei te huri ngā mākete AALA hei huarahi matua mō ngā kamupene pūngao hou Hainamana ki te ao whānui.
Ki ngā kamupene rokiroki hiko me te pūngao Hainamana, he moana kikorangi ngā mākete AALA e tika ana kia nui te haumi. I te wā o te Canton Fair, i manaaki a Solarway New Energy i te tini o ngā kiritaki mai i ngā rohe AALA i tana whare whakaaturanga Hiko me te Hiko (16.3H03) me te whare whakaaturanga New Energy (14.2G16). Mai i ngā inverters me ngā putanga ahumahi ki ngā pūnaha rokiroki pūngao whakauru, i roa te whai wāhi hihiri puta noa i te whakaaturanga. E ai ki te Kaiwhakahaere Matua o GAC Aion, "He tino whai hua ngā kaihoko o tāwāhi, inā koa ko te hunga mai i ngā whenua Belt and Road."
Kua tīmata noa te hanga hou o te ao i roto i te ao pūngao hou.
Wā tuku: 21 Paenga-whāwhā 2026