Manyan batutuwa na yau a kasuwar na'urorin canza wutar lantarki ta duniya matsakaici da babban ƙarfin lantarki

By AREWA ZONE TV

1. Tsarin Buƙatar Samarwa a Duniya Mai Dorewa:
Lokacin isarwa ga manyan mutane Masu Canza Wutar Lantarki A Arewacin Amurka, ana sa ran samun raguwar samar da kayayyaki da kashi 30%, inda ake sa ran samun raguwar samar da kayayyaki da kashi 128% idan aka kwatanta da shekarar 2020. Gibin samar da kayayyaki da ya zarce kashi 30% ya samo asali ne daga buƙatu daga cibiyoyin bayanai na AI, hadewar makamashi mai sabuntawa, da kuma haɓaka hanyoyin sadarwa, wanda hakan ya sa farashin ya tashi da kashi 60%-80% idan aka kwatanta da shekarar 2020.

2. Ƙarfin ƙaruwar fitar da kayayyaki daga ƙasar Sin:
Fitar da na'urorin lantarki daga China ya kai yuan biliyan 578.6 daga Janairu zuwa Nuwamba 2025, wanda ya nuna karuwar kashi 36.3% a shekara bayan shekara. Kayayyakin da ake fitarwa zuwa Turai sun karu da kashi 138%. China tana da kusan kashi 60% na karfin samar da kayayyaki a duniya, tare da fa'idodi a fannoni masu inganci kamar UHV da na'urorin lantarki masu canza kayayyaki.

3. Ta'azzara Rikicin Transformer na Amurka:
Amurka ta dogara ne da shigo da kayayyaki daga ƙasashen waje don kusan kashi 80% na manyan na'urorin transformers ɗinta, inda aka yi tsammanin maye gurbin wasu sassan na'urorin wutar lantarki masu yawa. Ƙara yawan buƙatun wutar lantarki daga cibiyoyin bayanai na AI yana ƙara ta'azzara ƙarancin na'urorin transformers na musamman.

4. Haɓaka Grid ɗin Turai Mai Sauri:
Tarayyar Turai ta shirya zuba jari na Yuro tiriliyan 1.2 cikin shekaru goma domin inganta tsarin tsufanta, wanda yawancinsa shekaru 40-50 ne. An tsara yin odar kayayyakin da abokan cinikin Turai ke sayarwa a kamfanonin China bayan shekarar 2026, inda wasu abokan ciniki ke son biyan kashi 20% na kudin shigarsu.

5. Nasarar Fasahar Kare Kariya ta China:
An samar da wata fasahar kariya ta transformer mai inganci wacce aka samar da kanta a tashoshin canza UHV, wanda hakan ke rage lokacin amsawar kariya daga milise seconds 50-60 zuwa milise seconds 20.

6. Kudaden Kayan Da Aka Fara Amfani Da Su Suna Rage Ribar Da Aka Samu:
Farashin tagulla ya tashi kusan kashi 50% tun farkon shekarar 2025. Karfe mai launin tagulla da na silikon da aka yi da hatsi ya kai kusan kashi 55% na farashin kayan masarufi. Tsarin samarwa bisa tsari yana haifar da jinkiri a cikin farashi, wanda ke matsa lamba ga ribar.

7. Masu Canza Tsarin Jiha Mai Kyau (SST) a Matsayin Mayar da Hankali Kan Gaba:
Manyan kamfanoni da dama suna haɓaka SSTs, waɗanda ke ba da ingantaccen aiki (har zuwa 99.5%) da ƙaramin girma. Duk da haka, tsadar farashi ta kasance cikas, inda ake sa ran fara amfani da ita a kusan 2028-2030.

8. Tasirin Tsarin Samar da Kayayyaki a Yankin Ƙasa:
Wasu ƙasashe suna tallata samar da na'urorin lantarki na cikin gida don tsaron sarkar samar da kayayyaki. Duk da haka, saboda tsawon lokacin da ake ɗauka wajen ginawa da kuma manyan shingen fasaha, muhimmiyar rawar da China ke takawa har yanzu tana da wahalar maye gurbinta a cikin ɗan gajeren lokaci.

9. Hasashen Yanayi:
Kasuwar na'urorin canza wutar lantarki ta duniya tana fuskantar karancin tsarin da sauyin makamashi, bukatar kwamfutocin AI, da kuma tsufan hanyoyin sadarwa ke haifarwa. Ana sa ran wannan yanayi mai tsauri na bukatar wadata zai ci gaba da kasancewa akalla har zuwa karshen shekarar 2026. Tasirin China yana karuwa saboda cikakken sarkar masana'antu, amma dole ne ta shawo kan hadurra daga farashin kayan masarufi, sauyin fasaha, da kuma siyasar kasa.

(An tattara bayanan da ke sama daga rahotannin jama'a har zuwa tsakar rana agogon Beijing a ranar 31 ga Janairu.)