Ingabe Imboni Entsha Yesitoreji Samandla Iwumkhuba Oshisayo Njengamanje?

Imboni entsha yokugcina amandla iwumkhakha oshisayo ngempela, kodwa ingqikithi yawo iyinkimbinkimbi kakhulu kunedatha yokukhula okukha phezulu ephakamisa. Nakuba imboni igcwele amathuba, iphinde ibhekane nezinselelo ezinkulu. Lena akuyona indaba elula “yokukhula okukhulu” kodwa umjaho wesikhathi eside odinga ukucatshangelwa kwamasu.

1. Ukukhula Ngokushesha, Kodwa Izingozi Ezifihlekile Zicasha Ngaphansi

The ukugcinwa kwamandla imakethe iyadlondlobala ngokungenakuphikwa. Idatha ibonisa ukuthi amandla afakiwe e-China okugcina amandla akhule ngo-45% unyaka nonyaka ekupheleni kuka-2023, kuyilapho ukufakwa kwesitoreji samandla esisha emhlabeni wonke kufinyelele ku-187 GWh, okuwukunyuka kwama-92%. Ngo-2025, ukufakwa okusha komhlaba wonke kulindeleke ukuthi kufinyelele ku-250 GWh, ukukhula konyaka okungama-33%. Lezi zibalo zibukeka zihlaba umxhwele, kodwa ukubhekisisa kahle kuveza ukwehla kwezinga lokukhula—kusuka ku-92% ngo-2024 kuya ku-33% ngo-2025—okubonisa uguquko olusuka “esigabeni sokuthuthuka” luye “esigabeni sokukhula esizinzile.”

Okubaluleke nakakhulu, ukunwetshwa kwe-supply side kungenzeka ukuthi kakade kunesidingo esidlulayo. Kusukela ngo-2023, izinhlelo zokunwetshwa kwamandla ezimenyezelwe ngabakhiqizi besitoreji seqe ama-GWh angama-900, nokutshalwa kwezimali okuphelele kwedlula i-¥471.7 billion. Lokhu kugcwala ngokweqile kubangele ukuncintisana kwamanani aphansi, okuholela “ekuncintiswaneni okuphansi” lapho imikhiqizo yekhwalithi ephansi isongela ukubusa imakethe. Abadlali ababuthaka ngokobuchwepheshe banciphisa amanani entengo ukuze bathole isabelo semakethe, bacindezela ama-margin enzuzo futhi babeke engozini impilo yesikhathi eside yemboni.

2. Ukwethembela Ngokweqile Kubuchwepheshe Obubodwa: Inhlekelele Ezayo

Amabhethri e-Lithium-ion njengamanje yikhona okuphethe imakethe yokugcina amandla, okubalelwa ngaphezu kwama-95% okufakwayo. Nakuba ekhulile futhi engabizi kakhulu, abhekana nemikhawulo engokwemvelo: ukukhathazeka ngokuphepha, ukuncika ezinsizeni eziyivelakancane (isb., i-lithium ne-cobalt), kanye nokusebenza okuseduze nemikhawulo yethiyori ekumineni kwamandla kanye nomjikelezo wokuphila.

Ezinye izinto ezivelayo njengamabhethri esimo esiqinile, amabhethri agelezayo, nesitoreji samandla omoya esicindezelwe kunikeza izinzuzo ezihlukile. Isibonelo, amabhethri agelezayo ahamba kahle kakhulu indawo yokugcina enkulu, kuyilapho amabhethri esimo esiqinile athembisa ukuphepha okuthuthukisiwe nokuminyana kwamandla. Kodwa-ke, lobu buchwepheshe buhlala bungathuthukisiwe ngokwezentengiselwano futhi bubiza kakhulu. Ngaphandle kokuhlukahluka okusheshayo ezindleleni zobuchwepheshe, ukukhula kwemboni kungase kubhekane nezingqinamba ezinzima.

3. Ukusekelwa Kwenqubomgomo: Inkemba Esika Kabili

Izinqubomgomo zikahulumeni zibe neqhaza elikhulu ekuqhubekiseni ukukhula komkhakha. Ngo-2024, "isitoreji samandla esisha" safakwa ngokusobala embikweni Womsebenzi Kahulumeni waseChina okokuqala ngqa, okubonisa ukwesekwa okuqinile kwenqubomgomo. Nokho ukusekelwa okunjalo kunezingozi. Yize iheha imali futhi isheshisa ukwanda kwezimakethe, ibuye ibhebhethekise ukutshalwa kwezimali ngokweqile, kubhebhethekise ukusabalala kwempahla eningi kanye nokuncintisana okungenampilo.

Ukungaqiniseki kwenqubomgomo kwengeza esinye isendlalelo sobungozi. Isibonelo, ukuphuma kancane kancane koxhaso lwezimoto ezisebenza ngamandla amasha sekube nomthelela ezimbonini ezihlobene. Uma ukusekelwa kwenqubomgomo yokugcina amandla kuba buthaka, ukuzethemba kwemakethe kungase kuntengantenge. Ukukhula okusimeme kudinga ukuzinza kwenqubomgomo yesikhathi eside, kodwa izinkampani azikwazi ukuthembela kuphela ezinzuzweni zikahulumeni.

4. Ikusasa: Kusuka “ku-Hot Trend” kuya “ku-Deep-Water Zone”

Amandla emboni ahlala engenakuphikwa. Njengoba amandla avuselelekayo akhuphuka—ikakhulukazi umoya nelanga—ubuchwepheshe besitoreji buzothola ukusetshenziswa okubanzi. Amabhethri agelezayo okugcinwa isikhathi eside, amabhethri esimo esiqinile ezimo zokuphepha okuphezulu, kanye nezinhlelo zokugcina ezihlanganisiwe zegridi zamagridi ahlakaniphile namanethiwekhi asakazwa amandla konke amele amathuba athembisayo.

Kodwa-ke, lo mkhakha uyashintsha usuka “ekugijimeni kwegolide” uye “endaweni enamanzi ajulile.” Inselele ewumgogodla akuseyona ukukhula okusheshayo kodwa ukuzuza intuthuko yezinga eliphezulu. Izinkampani kufanele zilinganisele emisha, ukulawula izindleko, kanye nokuma kwemakethe, kuyilapho abatshalizimali kufanele bagxile kumafemu anezinzuzo zangempela zobuchwepheshe kanye nemigudu yokuncintisana.

5. Izincomo Zecebo: Khetha Izimpi Zakho Ngokuhlakanipha

Kulabo abacabanga ukungena embonini yokugcina izinto—noma ngabe njengabatshalizimali noma osomabhizinisi—beka kuqala lezi zindawo ezilandelayo:

Ukuqamba Okusha Kobuchwepheshe: Landela umkhondo wamabhethri agelezayo, amabhethri e-solid-state, nobunye ubuchwepheshe obuvelayo, kodwa hlola izikhathi zabo zesikhathi zokuthengisa kanye nemizila yezindleko.

Izimo zohlelo lokusebenza: Hlola amathuba e-niche afana nesitoreji somoya ogwini lolwandle, ukuhlanganiswa kwesitoreji selanga, kanye nezinhlelo zemoto-to-grid (V2G).

Inqubomgomo & Dynamics Market: Hlala ujwayelene namashifu okulawula kanye nesidingo esiguqukayo. Gwema ukwanda kobudedengu futhi ugxile ekwakheni izinzuzo ezihlala isikhathi eside zobuchwepheshe kanye nemikhiqizo.

Imboni yokugcina amandla iwumkhakha onamandla amakhulu, kodwa akuwona umdlalo “wokuceba ngokushesha” olula. Ikusasa layo lincike ekusunguleni nasekuguqukeni kwezimakethe eziphusile. Kulabo abahlonza ama-niches abalulekile futhi babambe amathuba asafufusa, imivuzo ingaba mikhulu-kodwa kuphela ngesineke nokunemba.