Ukunqongophala kweTransformer kwiHlabathi liphela kuyakhula; Ukuthunyelwa kwezixhobo zombane zaseTshayina kuyanda phakathi kokwanda kokuhlaziywa kwe-AI kunye neGrid

Ukunqongophala kweTransformer kwiHlabathi liphela kuyakhula; Ukuthunyelwa kwezixhobo zombane zaseTshayina kuyanda phakathi kokwanda kokuhlaziywa kwe-AI kunye neGrid
Ngomhla wama-30 kuMatshi 2026 — Imakethi yezixhobo zombane yehlabathi ijongene nobunzima obungazange bubonwe ngaphambili, njengoko imfuno yee-transformers zamandla, ii-switchgears ze-high-voltage kunye nezixhobo ze-smart grid zikhawuleza ziqhutywa kukwandiswa kweziko ledatha ye-AI, ukutshintshwa kwegridi endala eMntla Melika naseYurophu, kunye nokuhlanganiswa kwamandla avuselelekayo kwiimarike ezikhulayo.

Ngokutsho kwe-International Energy Agency (IEA)Umbane ka-2026ingxelo, ukunqongophala kwe-transformer kwihlabathi liphela kufikelele30%, kunye namaxesha okukhokela anwetshiwe ukusuka kwiiveki ezingama-50 ukuya kwiiveki ezingaphezu kwe-127 — ezinye iiyunithi eziphezulu zezibonelelo ze-AI zibhukishwa ukuya kuthi ga ngo-2030. I-US yodwa ibona ngaphezulu kwe-70% yee-grid transformers ezisebenza ngaphaya kobomi boyilo, ngelixa imveliso yayo yasekhaya ihlangabezana ne-20% kuphela yemfuno.

Ngokuchasene nalo msantsa,Abavelisi bezixhobo zombane baseTshayinabavele njengababoneleli ababalulekileyo kwihlabathi liphela. Idatha yamva nje yezerhafu ibonisa ukuba ukuthunyelwa kweetransformer ezivela eTshayina kunyuke kakhuluI-61% ngonyaka ukusuka ngoJanuwari ukuya kuFebruwari 2026, kunye nokwanda kokuthunyelwa kwamanye amazwe eMelika182%Isimbuku sezixhobo zombane ezithunyelwa kwamanye amazwe sinyukile37%kwangelo xesha linye, ikhokelwa zii-transformers ezisebenzayo kakhulu, ii-switchgears ezikrelekrele kunye neentambo ezikhethekileyo.

Iinkokheli zoshishino zixela ukuba ii-odolo zaphesheya zithatha i-40-60% yengeniso iyonke, kunye nemida iyonkeAmanqaku eepesenti ezi-5–10 aphezulukuneeprojekthi zasekhaya. Imimandla ephambili yokukhula ibandakanyaUMntla Melika, eMzantsi-mpuma Asia, kuMbindi Mpuma naseAfrika— apho imfuno yaseAfrika iphindwe kabini ekuqaleni kuka-2026.

“Iziseko zophuhliso lwamandla kwihlabathi liphela zisesichengeni sokuwohloka,” utshilo umhlalutyi ophezulu kwinkampani yophando lwamandla yaseYurophu. “YiTshayina kuphela enecandelo elipheleleyo lemizi-mveliso, amandla anokwandiswa kunye nokuvuthwa kobuchwepheshe ukubonelela ngemithamo emikhulu ngexesha elixineneyo.”
Iinkampani zaseTshayina zikhawulezisa ukuthunyelwa kweendawo kwamanye amazwe: izityalo ezintsha eIMexico, iVietnam kunye neYurophuZiza kungena kwi-intanethi phakathi kowama-2026 nowama-2027 ukuze ziphephe iirhafu kwaye zinciphise ukuhanjiswa kweemveliso kwiimarike zaseNtshona.

Njengoko utyalo-mali lwegridi yehlabathi lunyuka ukusuka kwi-$310 yeebhiliyoni ukuya kwi-$500 yeebhiliyoni ngonyaka ngo-2030, kulindeleke ukuba ukwanda kokuthunyelwa kwamanye amazwehlala uqinile kude kube ngu-2028, ibeka iimpawu zombane zaseTshayina njengabadlali abaphambili kwihlabathi liphela.