Izihloko ezishushu zanamhlanje kwimarike yehlabathi ye-transformer ye-medium and high voltage

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1. Uxinzelelo oluqhubekayo lwemfuno yobonelelo lwehlabathi:
Amaxesha okukhokela ukuhanjiswa kweenkonzo ezinkulu Iitransformer zamandla eMntla Melika ifikelela kwiiveki ezili-128-144, iYurophu nayo ijongene nokunqongophala okukhulu. Umsantsa wokubonelela odlula i-30% ubangelwa yimfuno evela kumaziko edatha e-AI, ukuhlanganiswa kwamandla avuselelekayo, kunye nokuphuculwa kwegridi, okubangela ukuba amaxabiso anyuke ngama-60%-80% xa kuthelekiswa nowama-2020.

2. Ukukhula Okuqinileyo Kokuthunyelwa Kwempahla Kwamanye Amazwe KwaseTshayina:
Ukuthunyelwa kwamanye amazwe kweetransformer eTshayina kufikelele kwi-578.6 yeebhiliyoni zeeyuan ukusuka ngoJanuwari ukuya kuNovemba 2025, ukunyuka kwama-36.3% unyaka nonyaka. Ukuthunyelwa kwamanye amazwe eYurophu kunyuke nge-138%. ITshayina iphethe malunga nama-60% amandla emveliso yehlabathi, kunye neenzuzo kumacandelo aphezulu afana ne-UHV kunye neetransformer ze-converter.

3. Ingxaki ye-US Transformer eyandayo:
I-US ixhomekeke ekuthengeni kwamanye amazwe malunga ne-80% yeetransformer zayo ezinkulu, kwaye iinxalenye ezinkulu zeziseko zayo zegridi zishiywe lixesha lokutshintshwa. Ukwanda kweemfuno zamandla ezivela kumaziko edatha e-AI kwandisa ukunqongophala kweetransformer ezikhethekileyo.

4. Ukuphuculwa kweGridi yaseYurophu okuKhawulezayo:
I-EU iceba utyalo-mali lwe-€1.2 trillion kwiminyaka elishumi ukuze iphucule igridi yayo endala, uninzi lwayo luneminyaka engama-40-50 ubudala. Iiodolo ezivela kubathengi baseYurophu kwiinkampani zaseTshayina zicwangciselwe ngaphaya kowama-2026, kwaye abanye abathengi bazimisele ukuhlawula iprimiyamu engama-20%.

5. Uphuhliso kwiTekhnoloji yoKhuselo lwaseTshayina:
"Itekhnoloji yokukhusela i-inter-turn transformer esebenza kakuhle" ephuhlisiweyo ngokwayo ifakiwe kwizikhululo zokuguqula i-UHV, nto leyo enciphisa ixesha lokuphendula kokhuseleko ukusuka kwi-50-60 milliseconds ukuya kwi-20 milliseconds.

6. Iindleko zezinto eziluhlaza zinciphisa inzuzo:
Amaxabiso ethusi anyuke phantse ngama-50% ukusukela ekuqaleni kuka-2025. Intsimbi yesilicon esekwe kubhedu kunye neenkozo ithatha malunga nama-55% eendleko zezinto ezikrwada. Imodeli yemveliso esekelwe kumyalelo idala ukulibaziseka ekudlulisweni kweendleko, nto leyo ebangela uxinzelelo kwinzuzo.

7. IiTransformers zeSolid-State (SST) njengeNjongo yeXesha elizayo:
Iinkampani ezininzi eziphambili ziphuhlisa ii-SST, ezibonelela ngokusebenza kakuhle okuphezulu (ukuya kuthi ga kwi-99.5%) kunye nobukhulu obuncinci. Nangona kunjalo, iindleko eziphezulu zisengumqobo, kwaye kulindeleke ukuba ukwamkelwa ngokubanzi malunga nowama-2028-2030.

8. Iimpembelelo zeJografi kwiMixokelelwane yoNikezelo:
Amanye amazwe akhuthaza imveliso ye-transformer yasekuhlaleni ukuze kuqinisekiswe ukhuseleko lwekhonkco lokubonelela. Nangona kunjalo, ngenxa yemijikelo emide yokwakha amandla kunye nemiqobo ephezulu yobuchwepheshe, indima ebalulekileyo yeTshayina isanzima ukuyitshintsha kwixesha elifutshane.

9. Imbonakalo Yendlela Ehamba Ngayo:
Imarike ye-transformer yehlabathi ijongene nomjikelo wokunqongophala kwesakhiwo oqhutywa kukutshintsha kwamandla, imfuno yokubala i-AI, kunye neegridi ezigugayo. Le meko yokunqongophala kwemfuno yobonelelo kulindeleke ukuba iqhubeke ubuncinane kude kube sekupheleni kuka-2026. Impembelelo yeTshayina iyanda ngenxa yekhonkco layo elipheleleyo lezemizi-mveliso, kodwa kufuneka ihambe kwiingozi ezivela kwiindleko zezinto eziluhlaza, utshintsho lwetekhnoloji, kunye nezopolitiko zejografi.

(Olu lwazi lungasentla luqokelelwe kwiingxelo zikawonke-wonke ukususela nge-31 kaJanuwari ukuya emini ngexesha laseBeijing.)