Ongorora Chirevo Pane Kubudirira Maitiro eChina Yakadzika Voltage Electrical Indasitiri 2023-2026

Yakaderera voltage zvigadzirwa zvigadzirwa zvinoshandiswa zvakanyanya muminda yekuvaka, indasitiri uye infrarture. Kukanganiswa nekudyara, kuvaka uye kutanga kweshanduro yezvidhinha, iyo yakaderera-voltage yemagetsi emishonga yemusika ndeye cyclical uye kusiririsa.

Muna 2021, nekuda kwekukanganiswa kweiyo purojekiti kunonoka muna 2020 uye kuwedzera mari muindasitiri mazvipfuro Muna 2022, nekuda kwezvakawanda zvinhu zvakadzama seanodzokororwa matenderekedzo yedunhu, kudzikira maindasitiri, mamiriro ekunze epasi rose emusika, musika wemagetsi wakashata uchave nekutanga kwakashata uye isa nguva yakaderera. Chiyero chegore chegore chinotarisirwa kuve nezve 1.9%.

China's low-voltage Electrical Market Sces - 2011-2026E

(Mamirioni 100 Yuan)

Iyo 2022 yakaderera-voltage White pepa rakapedzwa kutanga kwaJune. Iyo 2022 fungidziro yakavakirwa pakutonga pakutanga kwegore. Iyo yakazara bhizinesi kufumurwa kwakawedzera zvishoma, izvo zvine tariro. Izvo zvino zvave zvicherechedzwa izvo nekuda kwekuenderera mberi kwechiitiko chedenda muhafu yechipiri yegore, iyo Real Estate Downturn yakawedzera. Zvinofungidzirwa kuti kukura kwemusika muna 2022 kuchave kwakashata, nezve - 3 ~ - 5%.

Izvo zvinofungidzirwa kuti mushure me2022, nekuwedzera kwekudyara muCody Center, Itsva simba (Photevoltaic, etc.), ichave hurukuro huru yemisika yemagetsi yakaderera; Iyo indasitiri yakapinda kutenderera kwekudzorera uye inotarisirwa kuchengetedza iyo yepakati yakakwira kumhanya uye kukura kwakasimba panguva ye "gumi nemana yegore regore" nguva; Muchikamu chekuvaka, huwandu hwekukura kwemusika hwakadzikira nekuda kwemamiriro emari evanogadzira estate.

1. China's low-voltage yemagetsi yemusika chiyero - chigadzirwa chikamu chekutanga

Yakarongedzwa Chigadzirwa Chigadzirwa Minda:

• Zvigadzirwa Zvikuru zvezvigadzirwa zvakaderera-vemagetsi zvemagetsi zvinhu zvitatu zvezvidimbu uye kubatana kwechimwe, kune anenge 80% yezvigadzirwa zvakaderera-voltage magetsi zvigadzirwa

• Chimiro chinonyanya kushandiswa muminda yekugadzira, mhepo simba, zvinyorwa, nezvimwe.

• Iko kushandiswa kwepurasitiki zvigadzirwa zvigadzirwa muzvinyorwa zvekupfeka zviri pakati nepakati, nekuvakwa uye indasitiri seinishuwo mainasitiri.

• Kushandiswa kweMiniature Circuter Vanovhunduka vanovimba nemunda wekuvaka, une nzvimbo yevazhinji venzvimbo, uye ine misika yemusika, accounting kweanenge 26% mune yakaderera-voltage yemagetsi emisasa.

• Iyo yekubika yeboka reboka iri yakaiswa mumuindasitiri eindasitiri uye ine kuwirirana kwakasimba nemhando yemafekitori.

Chigadzirwa Chikamu cheMusika-voltage Magetsi Soko Sces mu 2021

(Maindasitiri manhamba)

Forecast yeakajairwa nezvenguva yemberi yezvigadzirwa: Iko kune yakasimba kuwirirana kukuru pakati pekukura kweiyo disnnector uye kusimba kwezvinhu uye simba idzva rezvivakwa, zvinyorwa zvitsva uye simba grids. Mukati me "14 makore mashanu ekuronga" nguva, iyo nyika yakaramba ichiwedzera mari uye maindasitiri matsva, ayo anofambisa mashandiro ezvekudya, zvinhu zviviri zvekushandisa uye zvimwe zvigadzirwa kuti zvirambe zviripo. Iro vhoriyamu yezvigadzirwa-break zvigadzirwa account yehuwandu hukuru, asi nekuda kwekukanganisa kukuru kwezvinhu zvezvivakwa zveMacro, chiyero chekukura chadzikira.

2. China's low-voltage Electrical Market Scus - Mushandisi Indasitiri Chikamu

Muna 2021, maAngano uye mapurojekiti ekugadzira anozozvitsaukira kune yakakura chikamu mumusika wakaderera-vemagetsi emisika, accounting kweanopfuura makumi mashanu muzana muzana. Muna 2021, kukura kwekuvaka pachena uye kutengeserana kuchadzikama, uye matambudziko emari ekuvakirwa zvinhu zvekuvandudzwa zvichaitika, zvichikonzera kuderera kwekuita kweshanduro yekuvaka uye kuderera kwe4,5 muzana mapoinzi emusika mumusika Goverana.

China's low-voltage Electrical Market Scull Scus Server Indasitiri Chikamu - 2021

(Mamirioni 100 Yuan)

Kubva pamaonero emusika, mafuru uye grids ane simba akakura zvishoma nezvishoma, uye investment mumapurojekiti eindasitiri uye oems maindasitiri akawedzera nekukurumidza. Indasitiri yemushandisi wega inoshanda inonyanya kuenderana nekutenga simba uye kutenga maitiro. Nekuwedzera kwemidziyo yemidziyo yemhuri, rondedzero yekukura ichave yakakwirira zvishoma kupfuura iyo yemusika. Iyo nyika macro-kutonga mumunda wekuvaka, huwandu hwemusika hwekukura hwakareba husina kusimba.

Mumunda weCustray chikamu chekukura, iyo huru yekuwedzera mapoinzi ezvivakwa ndiyo data pakati, kutaurirana, Subway, chipatara, masisita uye mamwe maindasitiri uye mamwe maindasitiri uye mamwe maindasitiri uye mamwe maindasitiri uye mamwe maindasitiri uye mamwe maindasitiri uye mamwe maindasitiri uye mamwe maindasitiri uye mamwe maindasitiri uye mamwe maindasitiri uye mamwe maindasitiri uye mamwe maindasitiri uye mamwe maindasitiri uye mamwe maindasitiri uye mamwe maindasitiri uye mamwe maindasitiri. Pakati pezvirongwa zveindasitiri, vatengi vezvematanda, kurongedza, chikafu uye zvimwe zvimedu zvinosungirwa nekukurumidza, apo metallurgy. Kukura kwechokwadi kwapinda nguva yekubatanidzwa, makambani ezvivakwa aripo ari pasi pekumanikidzwa kukuru, uye maitiro ekutarisirwa kwezvikamu zvakaderera-voltage zviri pachena.

Iyo maindasitiri emagetsi okisi yakakamurwa. Vanhu vagari vepfungwa vakadai seyekukura, Havc, uye kurongedza varikukura zvakanaka, nepo misika yezvikwama zvakadai seyekuchina michina nemishini yekuita zvine mwero. MuSimba Grid Indasitiri, Hydrogen Energy inotanga kutengeswa, uye musika watanga kutora chimiro; Iyo itsva Indasitiri Indasitiri (Photavoc, Wind Simba) yakachengeta nguva yakanaka yekukura; Kuita kwenzvimbo yechinyakare yechizvarwa chechizvarwa ndeyezhinji, kushaya nzvimbo dzakasimba kwazvo; Simba rekuchengetedza rinodiwa nekubatanidzwa kweye Optical, kuchengetwa uye kubhadharisa, uye kuchengeta kukura nekukurumidza.