Msika wa zida zamagetsi padziko lonse lapansi, womwe ndi wamtengo wapatali pa USD 1.75 thililiyoni mu 2025, ukuyembekezeka kukula ndi 5.2% pachaka kufika pa USD 1.84 thililiyoni mu 2026, chifukwa cha kusintha kwa gridi, kukulitsa mphamvu zongowonjezwdwanso komanso kumanga zomangamanga za AI. Pofika kotala lachiwiri la 2026, kusowa kwa zinthu zogwiritsidwa ntchito, malamulo okhwima obiriwira komanso kusiyana kwa zosowa za m'madera kukukonzanso machitidwe amalonda apadziko lonse lapansi.
Kusowa kwa transformer yamagetsi kwa nthawi yayitali kukupitilizabe kukhala vuto lalikulu la makampaniwa, ndipo palibe mpumulo womwe ukuyembekezeka isanafike chaka cha 2029. Opanga akumadzulo akuwonetsa nthawi yotsogolera ya masabata 120-210 (zaka 2-4) pamayunitsi wamba, pomwe US ikukumana ndi kusiyana kwa 30%. China, yomwe ili ndi 60% ya mphamvu zopangira padziko lonse lapansi, yakhala ngati msana wofunikira kwambiri woperekera: kutumiza transformer yake kunja kunakwera ndi 40% YoY mu Januware-Feb 2026, pomwe kutumiza ku US kunakwera ndi 182% YoY. Opanga aku China amapereka transformer yokhazikika ya S11-M m'masiku 45, nthawi 3-4 mwachangu kuposa avareji yapadziko lonse lapansi.
Kukwera kwa AI kwapanga gawo latsopano lofunikira kwambiri. Malo amodzi osungira deta okhala ndi ma GPU 10,000 amagwiritsa ntchito mphamvu zofanana ndi mabanja 30,000, zomwe zimapangitsa kuti ndalama zogulira zida zamagetsi ku US zifike pa USD 65 biliyoni pofika chaka cha 2030. 48% ya mapulojekiti a US AI akukumana ndi kuchedwa chifukwa cha kusowa kwa zida, ndipo msika wapadziko lonse wa AI-specformer ukuyembekezeka kukula pa 64% CAGR mpaka 2027.
Mayiko pafupifupi 60 akhazikitsa miyezo yofunikira yogwiritsira ntchito mphamvu moyenera, ndikuchotsa zinthu zosagwiritsa ntchito mphamvu zambiri. Kufunika kwa magetsi padziko lonse lapansi kwa PV ndi zida zamagetsi zosungira mphamvu kudzakula ndi 32% pachaka mu 2026. Pakadali pano, mayankho anzeru amagetsi okhala ndi kuyang'anira patali akhala muyezo wa 72% ya mapulojekiti amafakitale ndi ongowonjezedwanso, pomwe kutumiza kwamagetsi anzeru ku China kukukwera ndi 49.5% pachaka mu Januware mpaka Febuluwale 2026.
Kukula kwa madera kumasiyana kwambiri: Africa ikutsogolera pa 344% YoY (yoyendetsedwa ndi magetsi akumidzi), kutsatiridwa ndi Southeast Asia pa 151% YoY (malo osamutsira mafakitale ndi malo osungira deta).
Poganizira izi, ogula padziko lonse lapansi akuika patsogolo ogulitsa omwe ali ndi mphamvu zopangira zinthu, zinthu zovomerezeka ndi IEC/UL komanso kutumiza mwachangu. Opanga aku China ali pamalo abwino kuti akwaniritse zosowa izi ndikuthandizira kusintha kwa mphamvu padziko lonse lapansi.
Monga kampani yotsogola padziko lonse lapansi yopereka mayankho a zida zamagetsi zanzeru mumakampani onse komanso kampani yopanga zamagetsi yaku China,ANTHU AGWIRITSA NTCHITO MAGETSIili pamalo abwino kwambiri pothana ndi kusowa kwa zinthu padziko lonse lapansi, zosowa zotumizira mwachangu komanso zosowa zobiriwira komanso zanzeru pamsika wamakono wa zida zamagetsi. Mphamvu yathu yopangira zinthu yophatikizana imakhudza kupanga magetsi, kusungira, kutumiza, kugawa ndi kugwiritsa ntchito, ndi mayankho amagetsi ogwira ntchito bwino kwambiri, anzeru komanso ogwirizana ndi mphamvu zobwezerezedwanso omwe amatsatira malamulo ofunikira padziko lonse lapansi okhudza kugwiritsa ntchito mphamvu moyenera. Timapereka zinthu zokhazikika, zotsimikizika ku malo osungira deta a AI, kusinthidwa kwa gridi, kuyika magetsi akumidzi ndi mapulojekiti osamutsa mafakitale, zomwe zimathandiza ogula padziko lonse lapansi kupeza zida zamagetsi zodalirika, zoperekedwa mwachangu komanso zotetezeka mtsogolo. Ndi chidziwitso chotsimikizika cha polojekiti m'misika yamagetsi yapadziko lonse lapansi ndi mafakitale, PEOPLE ELECTRIC imayimira bwenzi lanu lodalirika kuti lifulumizitse kusintha kwa mphamvu ndikuteteza zomangamanga zamagetsi zolimba padziko lonse lapansi.
Nthawi yotumizira: Meyi-07-2026
