Musika wepasi rose wemidziyo yemagetsi, unokosheswa neUSD 1.75 trillion muna 2025, unotarisirwa kukura ne5.2% pagore kusvika kuUSD 1.84 trillion muna 2026, zvichikonzerwa nekuvandudzwa kwegrid, kuwedzera simba rinogona kushandiswazve uye kuvakwa kwezvivakwa zveAI. Kubva mukota yechipiri ya2026, kushomeka kwezviwanikwa, mitemo yegreen inosungirwa uye kusiyana kwezvinodiwa munharaunda kuri kuchinja maitiro ekutengeserana kwepasi rose.
Kushomeka kwemagetsi anochinjika kwenguva refu kuchiri dambudziko guru muindasitiri, pasina rubatsiro rwunotarisirwa kusvika gore ra2029. Vagadziri vekuMadokero vanoti nguva dzekutungamira dzemayuniti akajairwa dzinotangira pamavhiki 120-210 (makore 2-4), ukuwo US ikatarisana nemusiyano we30%. China, iyo ine 60% yehuwandu hwekugadzira pasi rose, yave musimboti wezvinhu zvakakosha: kutengeswa kwetransformer kwayo kwakakwira ne40% YoY muna Ndira-Kukadzi 2026, nekutengeswa kwemari kuUS kwakakwira ne182% YoY. Vagadziri vekuChina vanopa matransformer akajairwa eS11-M mumazuva makumi mana nemashanu, nekukurumidza ka3-4 kupfuura avhareji yepasi rose.
Kukura kweAI kwagadzira chikamu chitsva chekudiwa kukuru. Nzvimbo imwe chete yedata yeGPU ine 10,000 inoshandisa simba rakaenzana nedzimba 30,000, zvichiita kuti mari yekudyara mumidziyo yedata yeUS isvike mabhiriyoni makumi matanhatu nemashanu emadhora ($65 bhiriyoni) panosvika gore ra2030. 48% yemapurojekiti eUS AI data centre anotarisana nekunonoka nekuda kwekushomeka kwemidziyo, uye musika wepasi rose weAI-specific transformer wakarongerwa kukura pa64% CAGR kusvika mugore ra2027.
Nyika dzinoda kusvika makumi matanhatu dzakaisa mitemo yekushandiswa kwesimba zvakanaka, zvichibvisa zvigadzirwa zvisingashande zvakanyanya. Kudiwa kwepasi rose kwemidziyo yemagetsi yePV neyokuchengetera simba kuchakura ne32% pagore muna 2026. Zvichakadaro, mhinduro dzemagetsi dzakangwara dzine hunyanzvi hwekutarisa kure dzave tsika ye72% yemapurojekiti emaindasitiri uye anogadziriswazve, nekutengesa kunze kwenyika kwemagetsi kwakangwara kweChina kuchikwira ne49.5% pagore muna Ndira-Kukadzi 2026.
Kukura kwenzvimbo dzakasiyana-siyana kunosiyana zvakanyanya: Africa iri kutungamira pa344% YoY (inokonzerwa nekushandiswa kwemagetsi kumaruwa), ichiteverwa neSoutheast Asia pa151% YoY (nzvimbo dzekufambisa maindasitiri nenzvimbo dzedata).
Zvichienderana neizvi, vatengi vepasi rose vari kuramba vachikoshesa vatengesi vane kugona kugadzira zvinhu zvakabatana, zvigadzirwa zvine certification yeIEC/UL uye kutumirwa nekukurumidza. Vagadziri vekuChina vakagadzirira kusangana nezvinodiwa izvi uye kutsigira shanduko yesimba repasi rose.
Semupi wepasi rose wezvishandiso zvemagetsi zvine hungwaru uye mugadziri wemagetsi wekuChina ane hunyanzvi,MAGETSI EVANHUYakagadzirirwa zvakakwana kugadzirisa kushomeka kwekukurumidzira kwemagetsi pasi rose, zvinodiwa zvekusvika nekukurumidza uye zvinodiwa zvekuvandudza zvakatipoteredza uye zvehungwaru mumusika wemidziyo yemagetsi wanhasi. Kugona kwedu kugadzira kwakabatana kunofukidza kugadzirwa kwemagetsi, kuchengetwa, kutapurirana, kugoverwa uye kushandiswa, nemagetsi anoshanda zvakanyanya, akangwara uye anoenderana nesimba rinowanikwazve anoenderana zvizere nemitemo yekushandiswa kwesimba pasi rose. Isu tinopa zvinhu zvakagadzikana, zvakabvumidzwa zveAI data centers, kuvandudzwa kwegrid, mapurojekiti emagetsi ekumaruwa uye ekutama kwemaindasitiri, zvichigonesa vatengi vepasi rose kuwana michina yemagetsi yakavimbika, inounzwa nekukurumidza uye isingazopararire mune ramangwana. Neruzivo rwakaratidza rwemapurojekiti mumisika yemagetsi yepasi rose nemaindasitiri, PEOPLE ELECTRIC inomira semubatsiri wako waunovimba naye kuti ukurumidze kushandurwa kwesimba uye kuchengetedza zvivakwa zvemagetsi zvinogara kwenguva refu pasi rese.
Nguva yekutumira: Chivabvu-07-2026
