Kev sib tham luv luv ntawm Txoj Kev Txhim Kho Tseem Ceeb hauv Kev Lag Luam Hluav Taws Xob tam sim no (2026)

I. Tag Nrho Kev Lag Luam Logic
Kev lag luam tag nrho tab tom hloov pauv tag nrho los ntawm kev nthuav dav mus rau siab -zoo, nyab xeeb, qis- carbon, thiab kev txhim kho ntse. Lub luag haujlwm tseem ceeb yog los tsim ib hom tshiab ntawm lub zog hluav taws xob (kev sib koom ua ke, kab sib chaws, kev thauj khoom, thiab kev cia khoom), thaum sib npaug ntawm ob lub hom phiaj carbon thiab lub zog ruaj ntseg.

II. Six Core Trends thiab Key Data

1. Lub Hwj Chim Loj Loj: Lub zog tauj dua tshiab tau los ua qhov tseem ceeb, ib txwm ua haujlwm thermal zog hloov pauv
1. Nruam surge nyob rau hauv cua thiab hnub ci: Tshiab installation nyob rau hauv 2026 yuav tsum tshaj 400 lab kilowatts, nrog cua thiab hnub ci accounting rau ntau tshaj 50% ntawm tag nrho cov ntsia muaj peev xwm. Kev teeb tsa photovoltaic yuav tshaj qhov hluav taws xob thee thawj zaug, dhau los ua lub zog loj tshaj plaws.
2. Reshaping lub luag hauj lwm ntawm thee fais fab: ua kom tiav los ntawm lub ntsiab mov thiab hloov mus rau lub ncov kev cai, thaub qab, thiab muaj peev xwm txhawb nqa. Qhov "peb-txuas" kev kho dua tshiab suav nrog kev txhim kho kev siv hluav taws xob, kev txhim kho yooj yim, thiab kev hloov pauv ntawm cov khoom siv cua sov yuav ua tiav.
3. Kev ua kom zoo ntawm cov qauv siv hluav taws xob: Thaum kawg ntawm 2026, tsis yog - pob txha siv hluav taws xob tsim muaj peev xwm yuav tsum suav txog 63%, nrog lub zog tsim ntau tshaj 45%. Hydropower thiab nuclear fais fab nroj tsuag, raws li ruaj khov baseload qhov chaw, yuav nthuav tsis tu ncua.

2. Fais fab Grid Side: Txhim kho ultra- siab-voltage qaum, popularizing ntse tis network
1. Txhim kho lub pob txha caj qaum: Tag nrho cov phiaj xwm peev hauv 15th Tsib - Xyoo Plan nce mus txog 5 trillion RMB, nrog cov txheej txheem tseem ceeb rau kev xa hluav taws xob los ntawm sab hnub poob mus rau sab hnub tuaj thiab inter- lub xeev txuas txuas ntxiv hluav taws xob. Saj zawg zog DC thev naus laus zis dhau los ua qhov tseem ceeb, daws qhov ntev - kis tau tus mob nyob deb thiab cov teeb meem hloov pauv ntawm lub zog tauj dua tshiab.
2. Kev hloov pauv hauv kev sib faib network tsom: Kev nqis peev hauv kev hloov kho lub network tso nyiaj ntau dua 50%, nrog rau cov chaw tsis muaj neeg siv, cov khoom xa tawm digital ntxaib, thiab cov phiaj xwm sib koom ua ke tau txhawb nqa tag nrho.
3. Kev hloov pauv kev lag luam nrawm nrawm: Lub khw muag khoom hluav taws xob thoob ntiaj teb tau ua tiav, nrog cov khoom lag luam suav nrog 30% thiab node- raws li cov nqi hluav taws xob thiab cov kev pabcuam txuas ntxiv ua haujlwm niaj hnub.

3. Lub Zog Cia Sab: Ua tus qauv yuav tsum tau ua, ntau txoj kev siv thev naus laus zis khiav hauv qhov sib npaug
1. Txhawb nqa lub zog cia raws li qhov yuav tsum tau ua kom muaj zog: Lub zog hluav taws xob txuas ntxiv dua tshiab feem ntau suav nrog 15% -20% lub zog cia; standalone zog cia yog officially koom ua ke rau hauv lub hwj chim nyiaj tau los system thiab tsim nyog rau peev nyiaj pab.
2. Kev txhim kho sai sai: Txog thaum kawg ntawm 2025, kev txhim kho lub zog tshiab tau nce mus txog 140 lab kilowatts, nrog rau ib xyoos - ntawm - xyoo loj hlob ntawm 84%.
3. Kev loj hlob kev taw qhia: Kev siv dav dav ntawm cov kua- txias cov cell loj thiab kev sib txuas hauv lub network, nrog kev sib koom ua ke ntev dua - lub sijhawm khaws cia ntau dua 8 teev; lub zog cia system yog tsim nrog pumped cia raws li lub hauv paus, electrochemical cia raws li qhov increment, thiab virtual fais fab nroj tsuag raws li cov ntxiv.

4. Digitalization Sab: Muab AI nkag mus, sib sib zog nqus ntawm kev suav thiab hluav taws xob
1. Tag nrho -scenario ntse kev siv: AI tau siv dav hauv daim phiaj xa khoom, kev tshuaj xyuas cov khoom siv, ceeb toom txhaum cai, thiab kev kwv yees thauj khoom, txhim kho cov txiaj ntsig digitalization ntawm cov khoom siv fais fab.
2. Cov menyuam ntxaib digital dav dav: Pab kom tag nrho - txheej txheem simulation, tiag - lub sijhawm saib xyuas, thiab kev ua haujlwm zoo thiab kev saib xyuas cov kab sib chaws, ua kom cov kab sib chaws ruaj khov thiab ua haujlwm tau zoo.
3. Kev suav- kev sib koom ua ke lub zog raws li qhov tshiab hotspot: kev loj hlob sai ntawm cov ntaub ntawv chaw thiab AI suav cov khoom ua rau ntsuab - lub zog suav kev koom ua ke ua haujlwm ua haujlwm tshiab.

5. Kev Ua Lag Luam Sab: Kev kho kom zoo ntawm cov nqi hluav taws xob

1. Lub ncov-tus nqi sib txawv txuas ntxiv nthuav dav, qhia txog tus nqi ntawm kev thov- sab teb thiab nce cov txiaj ntsig ntawm kev tswj hwm kev thauj khoom. 2. Peev xwm- raws li tus nqi hluav taws xob tau siv dav dav, npog cov thee fais fab, twj tso kua mis, lub zog cia, thiab lwm yam khoom siv hluav taws xob kho tau, ua kom muaj zog ntawm {5} kev lag luam hauv qab{5} yog booming, nrog loj industrial factories thiab cov ntaub ntawv chaw zov me nyuam raws li cov core procurement entities, thiab ntsuab hluav taws xob tswj ib tug ntev - lub sij hawm hwm qhov chaw ntawm 0.05-0.1 yuan ib kWh.

6. Muaj qhov kawg: Ua kom nrawm hloov pauv hauv tsev thiab txhim kho cov cuab yeej zoo rau kev lag luam txawv teb chaws
1. Lub hauv paus ntawm cov cuab yeej siv hluav taws xob tau nrawm dua, nrog kev ua tiav hauv cov khoom tseem ceeb xws li siab -voltage IGBTs, bushings, thiab kais hloov pauv, tsom mus rau tus nqi domesticization ntawm ntau dua 90% nyob rau hauv peb xyoos . 2. Ultra- siab -voltage, zog cia, photovoltaic ntse inverters, kev sib tw thoob ntiaj teb thiab cov khoom siv hluav taws xob ntau ntxiv.

III. Core sectors nyob rau hauv peb lub xyoos tom ntej no (kev txiav txim ua ntej)
1. High-tseem ceeb cov sectors: tshiab zog cia, ntse daim phiaj retrofitting, tshiab zog ncov-shaving kev pab cuam 2. siab- loj hlob sectors: virtual fais fab nroj tsuag, ntsuab hluav taws xob trading, integrated xam thiab hluav taws xob, ntev -lub sij hawm lub zog cia 3. ruaj khov hauv qab zog - fais fab nroj tsuag, hluav taws xob ntsuab trading, integrated xam thiab hluav taws xob, ntev -lub sij hawm lub zog cia 3. ruaj khov hauv qab fais fab, cremented coefficient tej yaam num

IV. Cov ntsiab lus ntawm kev lag luam
Kev lag luam hluav taws xob tau txav deb ntawm cov tsoos "tsim fais fab nroj tsuag, nthuav daim phiaj" mus kom ze. Nyob rau hauv lub neej yav tom ntej, cov kev sib tw tseem ceeb yuav tsom mus rau plaub qhov loj me: qis- muaj peev xwm tswj tau cov pa roj carbon monoxide, muaj peev xwm xa tawm ntse, kev ua lag luam- muaj peev xwm ua lag luam, thiab siab - cov cuab yeej siv tshuab kawg.