Lihlooho tse chesang tsa kajeno 'marakeng oa lefats'e oa transformer ea motlakase o mahareng le o phahameng

By JZP

1. Mathata a Phepelo a sa Feleng a Lefatshe ka Bophara:
Linako tsa ho tlisa bakeng sa batho ba baholo Li-Transformer tsa Matla Amerika Leboea e fihla libekeng tse 128-144, 'me Europe le eona e tobane le khaello e kholo. Lekhalo la phepelo le fetang 30% le bakoa ke tlhoko e tsoang litsing tsa data tsa AI, kopanyo ea matla a nchafatsoang, le ntlafatso ea gridi, e leng se etsang hore litheko li nyolohe ka 60%-80% ha ho bapisoa le 2020.

2. Kgolo e Matla ya Diromelwantle tsa China:
Li-transformer tse romelloang kantle ho naha tsa Chaena li fihlile ho li-yuan tse libilione tse 578.6 ho tloha ka Pherekhong-Pulungoana 2025, e leng keketseho ea 36.3% selemo le selemo. Li-transport tse romelloang kantle ho naha Europe li eketsehile ka 138%. Chaena e na le hoo e ka bang 60% ea bokhoni ba tlhahiso lefatšeng ka bophara, ka melemo makaleng a maemo a holimo joalo ka UHV le li-transformer tse fetolelang.

3. Mathata a Phetoho a US a ntseng a mpefala:
US e itšetlehile ka thepa e tsoang kantle ho naha bakeng sa hoo e ka bang 80% ea li-transformer tsa eona tse kholo, 'me likarolo tse kholo tsa meralo ea motheo ea grid ea eona li liehile ho nkeloa sebaka. Litlhoko tse ntseng li eketseha tsa motlakase ho tsoa litsing tsa data tsa AI li mpefatsa khaello ea li-transformer tse khethehileng.

4. Ntlafatso e Potlakileng ea Grid ea Europe:
EU e rera letsete la €1.2 trillion ka dilemo tse leshome ho ntlafatsa gridi ya yona ya kgale, eo boholo ba yona e leng dilemo tse 40-50. Diodara tse tswang ho bareki ba Yuropa dikhamphaning tsa China di rerilwe ho feta 2026, mme bareki ba bang ba ikemiseditse ho lefa premium ya 20%.

5. Katleho Theknolojing ea Tšireletso ea Chaena:
"Theknoloji ea tšireletso ea transformer e sebetsang hantle ea ho fetola maqhubu" e iketselitseng e se e kentsoe liteisheneng tsa converter tsa UHV, e fokotsang nako ea karabelo ea tšireletso ho tloha ho li-millisecond tse 50-60 ho isa ho li-millisecond tse 20.

6. Litšenyehelo tsa Thepa e Tala li Pitisa Phaello:
Litheko tsa koporo li nyolohile hoo e ka bang ka 50% ho tloha mathoasong a 2025. Tšepe ea koporo le ea silicon e shebaneng le lijo-thollo e etsa hoo e ka bang 55% ea litšenyehelo tsa thepa e tala. Mohlala oa tlhahiso o thehiloeng ho odara o baka ho lieha ha litšenyehelo, o hatella phaello.

7. Li-Transformer tsa Boemo bo Tiileng (SST) e le Tsepamiso ea Bokamoso:
Likhamphani tse 'maloa tse etellang pele li ntse li nts'etsapele li-SST, tse fanang ka katleho e phahameng (ho fihlela ho 99.5%) le boholo bo bonyenyane. Leha ho le joalo, litšenyehelo tse phahameng li ntse li le tšitiso, 'me ho lebelletsoe hore ho amoheloe ka kakaretso hoo e ka bang ka 2028-2030.

8. Litšusumetso tsa Lipolotiki tsa Lefatše le Lefatše Liketane tsa Phepelo:
Linaha tse ling li khothalletsa tlhahiso ea li-transformer tsa lehae bakeng sa ts'ireletso ea ketane ea phepelo. Leha ho le joalo, ka lebaka la lipotoloho tse telele tsa kaho ea bokhoni le litšitiso tse phahameng tsa tekheniki, karolo ea bohlokoa ea Chaena e ntse e le thata ho e nkela sebaka nakong e khuts'oane.

9. Pono ea Mekhoa:
Mmaraka oa lefats'e oa transformer o tobane le potoloho ea khaello ea sebopeho e tsamaisoang ke phetoho ea matla, tlhoko ea k'homphieutha ea AI, le li-grid tse tsofalang. Boemo bona bo thata ba tlhoko ea phepelo bo lebelletsoe ho tsoela pele bonyane ho fihlela qetellong ea 2026. Tšusumetso ea Chaena e ntse e eketseha ka lebaka la ketane ea eona e felletseng ea indasteri, empa e tlameha ho tsamaea likotsing tse tsoang litšenyehelong tsa thepa e tala, phetoho ea theknoloji le lipolotiki tsa jeokrafi.

(Tlhahisoleseding e ka hodimo e bokelletswe ho tswa ditlalehong tsa setjhaba ho tloha motsheare wa Beijing Time ka la 31 Pherekgong.)