Amashishini amakhulu okugcina amandla abhengeze ngokulandelelana izicwangciso zokuthengwa kwezixhobo ezininzi kwiiseli zokugcina amandla eziqala ngo-2026 ukuya ku-2028, zibhengeza ukuqaliswa okuzolileyo komjikelo omtsha weshishini ogxile kwizisombululo ezingabizi kakhulu, ukukhula okuphezulu, kunye nokusasazwa okukhulu.

Kutshanje, amashishini amaninzi atyikitye izivumelwano zeminyaka emithathu ezidlula i-200GWh nabavelisi beeseli abaphambili, nto leyo ebonisa utshintsho lwecandelo lokugcina amandla ukusuka “kwixesha le-100-megawatt” ukuya “kwixesha le-gigawatt” kunye nokungena kwalo ngokubanzi “kwisigaba sokuthengwa okukhulu”.

Kwangaxeshanye, liqhutywa yimigaqo-nkqubo, amandla okuhambisa kunye nophuhliso lwetekhnoloji, eli candelo libonisa ukudibana okwahlukileyo kokubuyela kwamaxabiso kunye nemfuno eqinileyo. Ukusuka kwizikhululo ezinkulu ezixhonywe emhlabeni ukuya kwizicelo ze-C&I (zorhwebo kunye nezemizi-mveliso), amandla emarike ahlala eqinile njengoko iinkqubo zokugcina amandla ziba zizixhobo ezibalulekileyo zokucheba okuphezulu, ukulinganisela umthwalo kunye nokunciphisa iindleko zamandla kwiimarike zamandla.

 1. Ukubuyela kwexabiso ngaxeshanye kunye nemfuno ekhulayo: Ukugcinwa kwamandla kungena "kwifestile yomthamo wamaxesha ngaxeshanye kunye nokukhula kwexabiso"

Ukususela kwisiqingatha sokugqibela sika-2024, amaxabiso eeseli zokugcina amandla abonakalise umkhwa wokubuyela kwimeko yesiqhelo. Ukunyuka okukhawulezileyo kwezinto zebhetri ye-lithium kubangele ukuba amaxabiso eeseli zokugcina i-lithium iron phosphate anyuke kakhulu ukusuka kwixabiso lawo lonyaka. Kwangaxeshanye, imfuno yokugcina yasekhaya neyamazwe ngamazwe inyuke ngokupheleleyo—iiprojekthi zokugcina ezinkulu zigxile kuqhagamshelo lwegridi phantsi kwempembelelo yomgaqo-nkqubo, ii-odolo zokugcina zorhwebo nezemizi-mveliso zihlala ziqinile, kwaye abavelisi beeseli baqhubeka nokufikelela kumandla emveliso apheleleyo.

“Ngokwembono yokubonelela ngempahla, ngoku sibona iimeko apho nokuhlawula iprimiyamu kungaqinisekisi ukuhanjiswa,” utshilo umhlalutyi weshishini. Oku kungalingani kokubonelela ngempahla kuvela ngokusisiseko kukungalingani kwexeshana okubangelwa kukutshintsha kwexesha elifutshane phakathi kwamandla emveliso amadala namatsha, ukunyuka kwemfuno kwamanye amazwe, kunye nokukhawuleza kokufakelwa kwempahla ngaphakathi.

Njengoko amaxabiso eenkqubo zokugcina amandla eqhubeka ehla—ehla ngaphezulu kwe-80% kwiminyaka emithathu—uqoqosho lweprojekthi luye lwaba yinto enomtsalane ngakumbi, nto leyo ekhuthaza utyalo-mali olukhulu lweenkampani. Nokuba kukusetyenziswa kokusika iingcango ezinkulu kunye nokuzalisa iintlambo kwizikhululo zamandla okanye ukuphucula ukusebenza kakuhle kwamandla kwizicelo ze-C&I, ukonga iindleko zamandla zexesha elide kunye nembuyekezo ephezulu enikezelwa kugcino kuyakhawuleza.

 2. Iimarike zaphesheya zikhula ngokukhawuleza, nto leyo ebangela ukuba amashishini okugcina amandla aseTshayina akhawulezise ukwanda kwamazwe ngamazwe

Ukususela ngo-2025, iimarike zaphesheya kwezilwandle kuquka i-US, iYurophu, kunye ne-Middle East ziye zabona ukukhula okukhulu kwimfuno yokugcina amandla. Izikhuthazo zomgaqo-nkqubo, ukuphuculwa kwezakhiwo zamaxabiso ombane, kunye nokwanda kokungena kwamandla avuselelekayo kuye kwakhokelela ekusetyenzisweni ngokukhawuleza kweeprojekthi zokugcina. Kwisiqingatha sokuqala salo nyaka, amashishini aseTshayina afumene ii-odolo ezintsha zokugcina phesheya kwezilwandle ezifikelela kwi-163GWh, nto leyo ephawula ukunyuka kwama-246% unyaka nonyaka, apho i-Middle East kunye ne-Australia zibonisa amazinga okukhula amangalisayo.

Oku kwanda okukhulu kwee-odolo zaphesheya kolwandle kuye kwandisa ngakumbi ukunqongophala kwemveliso yeeseli zebhetri zasekhaya. Iingcali zoshishino zilindele ukuba oku kungalingani kokunikezelwa kweemveliso kuya kuqhubeka de kube kukhutshwe ngokupheleleyo iiseli ezinomthamo ophezulu zesizukulwana esilandelayo, ezifana neenguqulelo ze-314Ah kunye ne-500Ah.

Ngenxa yesi sizathu semfuno enamandla, uthotho lobonelelo lwamandla lukhawulezisa isiphumo sikaMatthew. Amashishini aphambili afumana ii-odolo ezinkulu ezinexabiso eliphezulu kwiimarike zaphesheya, ngelixa abadlali abancinci begxila ngakumbi kwizicelo ezikhuphisanayo ngakumbi ezifana nokugcina izinto zokuhlala, ukugcina amandla aphathwayo, kunye namandla okuxhasa izikhululo zonxibelelwano.

 3. Ugcino lwaMandla eHuijue: Ukubekwa kwindawo yokukhula okutsha kwiSitoreji seC&I esinezisombululo ezisebenza kakuhle nezikhuselekileyo

Njengoko ugcino lwamandla lungena kwixesha "lokukhula nokuveliswa", ababoneleli abanikezela ngeemveliso ezizinzileyo nezithembekileyo ezinokusetyenziswa ngobuninzi bayathandwa kakhulu lishishini. Njengomboneleli ophambili wasekhaya wezisombululo zokugcina amandla ze-photovoltaic ezidibeneyo, Iqela leTekhnoloji yeHuijue ifumana ingqwalasela enkulu kubasebenzisi bezorhwebo nabemizi-mveliso. Oku kuqhutywa zizakhono zayo zoyilo lwenkqubo esele zikho ixesha elide, ipotifoliyo yemveliso epheleleyo yezicelo ze-C&I, kunye nomthamo wokuhambisa oqinileyo.

 ● Inkqubo yeSeli yoKhuseleko oluPhezulu + Ulawulo lweBMS oluPheleleyo

I-HuiJue isebenzisa ukhuseleko oluphezulu LFP iiseli kunye namaqhinga okukhusela i-hardware/software enamaleko amaninzi. Ezi ziqinisekisa imveliso ezinzileyo naphantsi kweemeko ezinzima ezifana namaqondo obushushu aphezulu, ukufuma, kunye nemithwalo enzima, nto leyo enciphisa kakhulu iindleko zomngcipheko kwiinkqubo zokugcina amandla ezisecaleni kwesikhululo samandla.

 ● Ukuphucula iindleko zamandla enkampani ngelixa kuphucula kakhulu i-ROI

Iinkqubo zokugcina amandla ze-C&I zeHuiJue zijolise kwimimandla enexabiso eliphezulu kakhulu lombane elingafaniyo neliphezulu, zibonelela ngeemodeli zenzuzo kwiimeko ezininzi kubandakanya ukucheba okuphezulu, impendulo yemfuno, kunye nokwenza ngcono iindleko zombane. Uvavanyo lwasentsimini kwiiprojekthi ezininzi lubonisa ukonga iindleko zombane ngonyaka ze-15%-30% kubathengi, kunye namaxesha okuhlawula ngokukhawuleza.

 ● Ubuchule bokuhambisa obuqinileyo obuxhasa ukuhlanganiswa kwegridi ngokukhawuleza kunye nokusasazwa kwezixhobo ezininzi

Njengoko ishishini litshintsha ukusuka ekunikezelweni kweprojekthi ukuya ekunikezelweni kwemveliso, iHuijue's iinkqubo zokugcina amandla zorhwebo nezoshishino ezisemgangathweni ze-215kWh–5MWh ukuxhasa ukwandiswa kwemodyuli. Oku kunciphisa imijikelo yokuhanjiswa nge-30%-50% kwaye kuhambelana neendlela zokuthenga ezinkulu ezizayo.

 ● Ilungelelaniswe neemeko ezahlukeneyo zemarike, kuquka izikhululo zonxibelelwano, iipaki zoshishino, kunye nezakhiwo zorhwebo/izakhiwo zoshishino

Ingakumbi kwindawo yokugcina amandla kwizikhululo zonxibelelwano, izixhobo zeHuijue zibonelela ngobomi obude, impendulo ekhawulezileyo, kunye nolawulo oluchanekileyo lobushushu. Oku kunciphisa ngokufanelekileyo ukusetyenziswa kwamandla kwizikhululo zonxibelelwano ngelixa kuphucula ukuthembeka kombane, okwenza kube sisisombululo esihlonitshwa kakhulu phakathi kwabaqhubi.

Isebenzisa ipotifoliyo yayo yemveliso ekhuselekileyo, egcina amandla kakuhle nesemgangathweni, iHuijue yandisa ubukho bayo kwiimarike zokugcina amandla zasekhaya nezamazwe ngamazwe, inikezela ngeemodeli zokusasazwa ezisebenza kakuhle ngokwezoqoqosho kubasebenzisi be-C&I.

 4. Imbono yowama-2026–2028: Ishishini lingena “kwiSigaba sokuThenga esiPhezulu” njengoko ixabiso lokugcina amandla likhutshwa ngokupheleleyo

Ukususela kwimigaqo-nkqubo ukuya kwi-dynamics yemarike, kunye nokusukela kwimfuno yokubonelela ukuya kuphuhliso lwetekhnoloji, icandelo lokugcina amandla liye latshintsha kakhulu kunyaka ophelileyo. "Isicwangciso esiKhethekileyo sokuKhulisa ukuGcinwa kwamandla amatsha (2025–2027)" sichaza ngokucacileyo ukuba ngaphezulu kwe-100 gigawatts yomthamo omtsha ofakiweyo iya kongezwa kuzwelonke, nto leyo ephakamisa indima yokugcina amandla ekuchebeni okuphezulu, ukulawulwa kwamaza, uzinzo lwegridi, kunye nokuhlanganiswa kwamandla avuselelekayo.

Oku kuthetha ukuba kwiminyaka emithathu ezayo, amashishini okugcina umbane awayi kujongana nemfuno enkulu yemarike kuphela kodwa aya kujongana nokhuphiswano oluqinileyo olusekelwe kwimveliso. Iinkampani ezineekhonkco zokubonelela ezizinzileyo, amandla okuhambisa imveliso, kunye neenkonzo ezinikezelwayo zomjikelo wobomi ziya kuba nethuba elikhethekileyo.

Kwizikhululo zamandla zoshishino, zorhwebo, kunye nezinkulu, ukukhetha iinkqubo zokugcina amandla ezikhuselekileyo, ezinokuthenjwa, ezingabizi kakhulu, nezinokwandiswa ixesha elide kuya kuba yinto ephambili kwizigqibo zotyalo-mali.

 Fumana okungakumbi malunga neHuijue Energy Storage Solutions

Ukuba uhlola indlela ukugcinwa kwamandla okunokunciphisa ngayo iindleko zamandla enkampani, ukuphucula uzinzo lwegridi, okanye ukusebenzisa iinkqubo zokugcina izikhululo zonxibelelwano, siyakumema ukuba ufunde okungakumbi malunga Izisombululo zokugcina amandla zeHuijue .
Siyavuya ukubonelela ngeengcebiso zohlalutyo olulungiselelwe wena kunye nokusasazwa ukuze sincede amashishini afumane isikhundla esiphambili kulwando olutsha lokukhula kogcino lwamandla.

Ukuba ufuna ulwazi oluthe kratya, nceda ungathandabuzi ukuqhagamshelana nathi.