Lub ntiaj teb fais fab kev lag luam teeb meem loj zuj zus nyob rau xyoo 2026, nthuav qhia ob qho tib si keeb kwm thiab cov teeb meem rau cov tuam txhab hluav taws xob faib khoom
--Kev thov rau qis-voltage switchgear tau nce ntxiv, nrog rau cov saw hlau fwj ua qhov kev txwv loj tshaj plaws ntawm kev lag luam
[Linyi, Shandong, Tuam Tshoj, Lub Xya Hli 23] - Xyoo 2026, kev lag luam hluav taws xob thoob ntiaj teb tab tom ntsib teeb meem kev teeb tsa yam tsis tau muaj dua. Kev cuam tshuam ib txhij ntawm peb lub nthwv dej loj -AI cov ntaub ntawv chaw, rov qab los ntawm kev tsim tsheb hluav taws xob, thiab daim phiaj sib txuas ntawm lub zog tauj dua tshiab- ib zaug ntxiv strain cov kab hluav taws xob uas twb muaj lawm, ua rau muaj kev tsis txaus ntawm cov khoom siv hluav taws xob xws li transformers, switchgear, thiab cov khoom siv hluav taws xob. Cov ntaub ntawv kev lag luam qhia tau hais tias lub sijhawm xa khoom rau siab - fais fab transformers tau txuas ntxiv los ntawm 18 lub lis piam hauv 2023 mus rau 60 lub lis piam (kwv yees li 5 xyoos), lub sij hawm rau nruab nrab -voltage switchgear txuas mus rau 2028, thiab lub sij hawm xa mus rau qis-voltage switchgear kuj tau nce los ntawm 208 lub lis piam mus rau ntau tshaj.
Peb Tsav Tsav Tsheb Hloov Kho Lub Hwj Chim Xav Tau Zoo
1. AI Data Centers: Los ntawm "Chip Wars" mus rau "Power Wars"
2024 tau raug hu ua "Xyoo ntawm Chips" los ntawm kev lag luam, thaum 2026 tau txhais tias yog "Xyoo Ib Xyoo ntawm Kev Siv Hluav Taws Xob Hluav Taws Xob". Lub hwj chim thov rau AI cov ntaub ntawv chaw yog loj hlob exponentially- ib qho hyperscale AI cov ntaub ntawv chaw yuav tsum tau 100-300 megawatts ntawm lub zog tas mus li, sib npaug rau lub nroog nruab nrab. Gartner kwv yees tias los ntawm 2027, 40% ntawm AI cov chaw zov me nyuam yuav raug txwv los ntawm lub zog tsis txaus.
Hauv Teb Chaws Asmeskas, NV Energy cov ntaub ntawv chaw nyob hauv Nevada ib leeg tshaj 15,600 megawatts, deb tshaj nws cov peev txheej uas twb muaj lawm. Cov nqi lag luam rau lub peev xwm ntawm PJM kab sib txuas sib txuas tau nce ze li kaum npaug, thiab cov nqi muag khoom hluav taws xob tau nce 42% txij li xyoo 2019.
2. Hluav taws xob tsheb thiab kev tsim khoom Reshoring
Txhua lub tsheb hluav taws xob siv kwv yees li 80% ntawm qhov nruab nrab US tsev neeg hluav taws xob. Los ntawm 2027, US fais fab tsheb roj teeb cov chaw tsim khoom ib leeg tuaj yeem ntxiv ntau dua 3.5 gigawatts ntawm kev thov rau daim phiaj. Lub caij no, cov chaw tsim khoom siv hluav taws xob semiconductor (tau txais txiaj ntsig los ntawm tsoomfwv cov nyiaj pab) siv ob npaug ntawm cov hluav taws xob ntawm cov chaw tsim khoom.
3. Kev Siv Hluav Taws Xob Hluav Taws Xob Hluav Taws Xob Txuas Txuas Cov Khaub Ncaws
Thoob plaws ntiaj teb, ntau dua 2,600 gigawatts ntawm kev tsim muaj peev xwm tseem tos kom txuas nrog daim phiaj - ntau dua ob npaug ntawm tag nrho cov peev txheej hauv Teb Chaws Asmeskas. Qhov nruab nrab tos lub sij hawm tshaj 5 xyoo, thiab qhov project dropout tus nqi siab li 70%.
Cov tshuaj tiv thaiv kab mob ntawm cov khoom siv hluav taws xob tsis txaus
Lub hauv paus ntawm qhov kev kub ntxhov no tsis yog kev ua haujlwm tsis zoo, tab sis kev xa khoom tsis txaus ntawm lub cev infrastructure. Tebchaws Asmeskas kev xa khoom ntawm cov khoom siv hluav taws xob loj yuav ncav cuag $ 411 nphom hauv xyoo 2025, nce 78% txij xyoo 2020. Tuam Tshoj tswj tau kwv yees li 60% ntawm lub ntiaj teb kev tsim khoom siv hluav taws xob.
Kev cuam tshuam rau cov khoom siv hluav taws xob faib hluav taws xob
Cov Ntaub Ntawv Txiav Txim Backlog: Cov Giants zoo li Eaton, Schneider, thiab ABB tau xaj xaj kom txog thaum 2028. Hloov hauv Tus Nqi Them Nqi: Los ntawm tus neeg yuav khoom lag luam mus rau tus neeg muag khoom lag luam, cov khoom siv tau nce ntxiv. Kev xav tau ceev ceev rau Supply Chain Diversification: Ib leeg- qhov chaw muab khoom ua rau muaj kev pheej hmoo. "Muaj khoom yog qhov zoo sib tw": Cov khoom muag thiab kev xa khoom sai dhau los ua qhov tseem ceeb ntawm kev sib tw zoo. Peb Cov Lus Teb: Raws li cov kws tshaj lij qis- cov khoom siv hluav taws xob hluav taws xob faib hluav taws xob, peb yog:
✅ Nthuav Cov Peev Xwm Ntau Lawm: Ntxiv cov kab ntau lawm kom luv lub sijhawm xa khoom rau tus qauv GGD hloov mus rau 15-20 hnub ua haujlwm.
✅ Diversifying the Supply Chain: Tsim kom muaj ntau - qhov chaw muab khoom siv uas suav nrog Tuam Tshoj, Cov Neeg Esxias Qab Teb Hnub Tuaj, thiab cov rooj sib txoos hauv zos kom txo tau kev cuam tshuam kev lag luam.
✅ Standardized Design: Muab 129 lub ntsiab kev daws teeb meem thiab 298 qhov tshwj xeeb ntawm cov qauv GGD series los txo cov kev hloov pauv.
✅ Smart Upgrade Options: Integrating temperature monitoring, zog noj metering, thiab tej thaj chaw deb tswb modules kom tau raws li cov kev xav tau ntawm ntse daim phiaj hloov khoom dua tshiab.
Txog Peb
[QHECO] Nws yog ib lub tuam txhab tshwj xeeb hauv kev tshawb fawb, kev tsim kho, tsim khoom thiab xa tawm cov khoom siv hluav taws xob tsawg-voltage tis. Nws cov khoom suav nrog GGD cov khoom siv ruaj khov, GCK / GCS tub rau khoom- hom hloov khoom, XL-21 lub thawv hluav taws xob xa tawm, thiab lwm yam, uas ua raws li IEC 60439-1 thiab GB7251.1-2013 cov qauv thiab raug xa tawm mus rau ntau tshaj 60 lub teb chaws thiab cheeb tsam thoob ntiaj teb.
