I ka pau ʻana o ka pae mua o ka 135th Canton Fair, ua puka mai kahi hōʻailona maopopo: ma ka mākeke inverter a me ka mālama ikehu honua e hoʻokūkū nui nei i kēia lā, ke lilo nei nā mākeke ʻo Asia-ʻApelika-Latin America (AALA) i ʻenekini ulu koʻikoʻi no nā ʻoihana ikehu hou Kina.
Mai ʻApelila 15 a 19, 2024, ua mālama ʻia ka pae mua o ka 135th China Import and Export Fair (Canton Fair) ma Guangzhou. Ua hōʻea ka huina o ka wahi hōʻikeʻike i 1.55 miliona mika kuea, me ka moʻolelo o 29,000 mau ʻoihana i komo. ʻO ka pae mua, me ke kumumanaʻo "Advanced Manufacturing", ua hōʻike ʻia kahi wahi hōʻikeʻike ikehu hou i hoʻonui nui ʻia - kahi mea nui o ka hōʻikeʻike.
Ke Hoʻololi nei ke ʻAno Kūʻai: Ke Piʻi Mau Nei ka Mahele AALA
Hōʻike ka ʻikepili mai kēia Canton Fair i kahi ʻano koʻikoʻi - ke lilo nei nā mākeke e kū mai ana i mea nui loa o ka hanana.
I ka hopena o ka Māhele 1, ua hōʻea ka nui o ka poʻe kūʻai mai waho ma waho o ka pūnaewele i 125,440, mai 212 mau ʻāina a me nā ʻāpana, he piʻi makahiki-ma-makahiki o 23.2%. I waena o lākou, ʻo ka nui o nā mea kūʻai mai nā ʻāina ʻo Belt and Road Initiative (BRI) he 85,682, e helu ana i 68.3% o ka huina. ʻO ka nui o nā mea kūʻai mai ʻEulopa a me ʻAmelika Hui Pū ʻIa he 22,694 wale nō, ʻaʻole i hiki i ka 20%.
ʻOi aku ka mea i ʻike nui ʻia, ua kuhikuhi mua nā ʻikepili hoʻopaʻa inoa mua i kēia ʻano. Ma mua o ka wehe ʻana o ka hōʻikeʻike, ua piʻi ka nui o nā mea kūʻai i hoʻopaʻa inoa mua ʻia mai nā ʻāina BRI he 45.9% i kēlā me kēia makahiki, ʻoiai ua ulu ka poʻe mai ka Hikina Waena he 24.7%. ʻOi aku ka nui o kēia mau helu ulu ma mua o nā mea mai nā mākeke ʻEulopa a me ʻAmelika.
"ʻOi aku ka liʻiliʻi o nā mea kūʻai aku ʻEulopa a me ʻAmelika i kēia manawa ma mua o 20%, ʻoiai ʻoi aku ka nui o nā noho e noho ana nā mea kūʻai aku AALA ma mua o 70%." ʻO kēia hoʻololi kūkulu ʻana ke ʻano he pono i nā ʻoihana ikehu hou Kina ke noʻonoʻo hou i kā lākou hoʻolālā hoʻonui honua.
Hōʻoia ka ʻikepili hoʻokuʻu aku o ka Inverter i ke ʻano: Ke piʻi nui nei ke koi AALA
ʻAʻole he hanana kaʻawale ka loli o ka haku mele ʻana o ka mea kūʻai ma Canton Fair - hōʻoia pū ka ʻikepili hoʻokuʻu aku inverter i ka piʻi ʻana o nā mākeke AALA.
Wahi a ka ʻikepili dute Kina, mai Ianuali a Malaki 2025, ua hōʻea ka waiwai hoʻokuʻu aku o ka inverter o Kina i RMB 12.2 biliona, he 6.6% i piʻi i kēlā me kēia makahiki. Ma ke ʻano o nā wahi hoʻokuʻu aku, ʻo ʻAsia, ʻEulopa, a me ʻAmelika Latina nā mākeke ʻekolu kiʻekiʻe no nā inverters Kina i ka hapaha mua, e helu ana i 37%, 35%, a me 12% o nā mea hoʻokuʻu aku. ʻO ka mea nui, ua lanakila ʻo ʻAsia iā ʻEulopa ma ke ʻano he mākeke hoʻokuʻu aku inverter nui loa o Kina.
Ua hana maikaʻi loa ʻo ʻAsia Hema. I ka hapaha mua, ua hoʻouna aku ʻo Kina i ka RMB 1.01 biliona o nā inverters i India, i piʻi i ka 72% makahiki-ma-makahiki, a me RMB 690 miliona i Pakistan, i piʻi i ka 55%. ʻO India, Pakistan, Myanmar, UAE, a me Saudi Arabia nā wahi ʻelima kiʻekiʻe loa o ʻAsia no nā inverters Kina.
Ua hōʻike pū ʻo Asia Hikina Hema i ka ulu ikaika: i ka hapaha mua, ua hoʻokuʻu aku ʻo Kina i ka RMB 1.03 biliona o nā inverters i Asia Hikina Hema, he piʻi 47% i kēlā me kēia makahiki.
Mai "New Trio" a i "Belt & Road": Ke Holo Nei ka Ikehu Hou ma ka Honua me ka Wikiwiki e Holo wikiwiki ana
Ua hōʻoia piha ʻia ka hoihoi nui i ka ikehu hou mai nā mākeke AALA ma kēia Canton Fair. Ua hōʻike ʻo Midea Group i nā inverters hybrid grid-tied hoʻokahi pae a me ʻekolu pae a me nā pila kiʻekiʻe/haʻahaʻa, me ka hoʻohana ʻana i ka hana hou ʻenehana e hoʻomaikaʻi i ka kaohi hoʻohui ikehu ma waena o ka hoʻohana ʻana i ka uila o ka home a me nā ʻōnaehana mālama PV. Ua loaʻa iā Skyworth ma mua o 1,000 mau malihini kipa haole me kāna mau mōhai huahana maikaʻi hou e pili ana i nā mea uila mea kūʻai aku, nā lako home akamai, a me nā hoʻonā mālama PV.
Ua ʻike nui ʻia kēia ʻano ma waho o ka ʻahaʻaina. Hōʻike kahi hōʻike mai CITIC Securities aia nā ʻāpana mālama ikehu noho a me nā ʻoihana ma waho i kahi huli, me ke koi AALA "e pālahalaha ana mai nā wahi pākahi a i nā wahi holoʻokoʻa". Manaʻo ia e ʻike nā hui alakaʻi i ka hoʻomaikaʻi nui ʻana i ka Q2 2025, e ʻoi aku ana ma mua o nā manaʻolana o ka mākeke. Ua ʻōlelo maopopo ke Kakauolelo o ka Papa o Deye "ua paʻa ke koi o nā mākeke e kū mai ana e like me Pakistan, India, Philippines, a me Myanmar i hoʻokumu ʻia e ka nele nui o ka mana, a pōmaikaʻi kā mākou hui mai kahi nānā mua ʻana i kēia mau mākeke e kū mai ana."
ʻO kaʻoiaʻiʻo, i ka makahiki 2025, ua helu mua nā mākeke AALA no 53% o nā mea hoʻokuʻu aku o Kina no nā inverter - he nui loa. ʻO nā huahana mālama ikehu noho a me nā ʻoihana i hoʻolaha ʻia he kūpono loa ia i nā pono o nā mākeke e kū mai ana me nā pūnaewele mana nāwaliwali.
Ke hoʻomau nei ka hoʻoikaika ʻana o ka hana like ʻana o ka ikehu ʻōmaʻomaʻo "Belt & Road"
Ua pili loa ke koi ikaika no nā huahana ikehu hou ma nā mākeke AALA i ka hoʻoikaika ʻana i ka laulima ikehu ʻōmaʻomaʻo ma lalo o ka Belt and Road Initiative.
I kēia mau lā aku nei, ua wikiwiki kekahi mau papahana nui e nā ʻoihana ikehu hou Kina ma nā ʻāpana AALA. Ua kau inoa ʻo Sineng Electric i kahi ʻaelike hoʻolako me PowerChina e hāʻawi i nā hopena inverter PV kikowaena piha piha no kahi papahana solar 100MW ma ʻĀkau o ʻOman, i manaʻo ʻia e hoʻomaka ʻia ma ka hopena o 2026. Ua hana ʻo Chongqing Daelim Taiyang i kahi papahana i kōkua ʻia e ke aupuni no Cuba - he hale hana mana PV 85MW me ka mālama ʻana i ka ikehu - i hoʻopili pono ʻia i ka grid, e uhi ana i nā wahi koʻikoʻi he nui e hoʻopau ana i ka mana ma Cuba a ke hana nei ma ke ʻano hoʻohui o "PV generation + storage peak‑shaving + off‑grid backup".
Ua kau inoa ka Oman Investment Authority a me Botswana Power Corporation i kahi ʻaelike kūʻai mana e kūkulu i kahi hale hana mana PV 500MW a me kahi ʻōnaehana mālama ikehu pākahiko 500MW ma Maun, Botswana - ʻo ia ka papahana mua ma lalo o kahi ʻōnaehana hana like ikehu 3GW ma waena o nā ʻāina ʻelua.
Mai nā mea hoʻokuʻu aku i nā inverter a hiki i nā papahana mālama PV nui, ke kūkulu nei nā ʻoihana Kina i kahi ʻōnaehana ikehu hou piha ma nā mākeke AALA, e uhi ana i nā huahana, nā ʻōnaehana, nā lako, a me nā lawelawe.
Nā hopena no nā ʻoihana ikehu hou Kina
He hōʻailona koʻikoʻi ka Canton Fair. ʻO ka piʻi ʻana o nā mea kūʻai aku AALA ʻo ia hoʻi, pono nā ʻoihana ikehu hou Kina e nānā hou i kā lākou mau hoʻolālā ma waho:
1. Ke neʻe nei ka manaʻo o ka mākeke. Ke uhaʻi ʻia nei ke ʻano hoʻokuʻu aku ma mua i noho aliʻi ʻia e ʻEulopa a me ʻAmelika Hui Pū ʻIa. ʻOi aku ma mua o ka hapalua o nā mea hoʻokuʻu aku o Kina no nā mākeke AALA i kēia manawa. No nā ʻoihana inverter a me ka mālama ikehu, pono e hoʻokiʻekiʻe ʻia ka mea nui o nā mākeke AALA.
2. He mea koʻikoʻi ka hoʻololi ʻana i nā huahana. Loaʻa pinepine i nā mākeke AALA nā pūnaewele mana nāwaliwali, e ʻoi aku ka kūpono o nā huahana mālama hale noho a me nā ʻoihana i hoʻolaha ʻia. E like me ka hōʻike a CITIC Securities, ʻoi aku ka maikaʻi o nā huahana i hoʻolaha ʻia "e hoʻokō pono i nā pono o nā mākeke e kū mai ana me nā ʻōnaehana pūnaewele nāwaliwali". I ka manawa like, pono nā mahana kiʻekiʻe, ka lepo, a me nā kūlana aniau ʻino ʻē aʻe i ka hoʻololi ʻana i ke kaiapuni.
3. He mea koʻikoʻi ka lawelawe kūloko. Ke koi aku nei nā mea kūʻai aku ma nā mākeke AALA i ke kākoʻo ma hope o ke kūʻai aku, ke aʻo loea, a me ka hoʻolako ʻana i nā ʻāpana ʻokoʻa ma mua o nā mākeke ʻEulopa a me ʻAmelika makua. ʻO nā ʻoihana e hiki ke hāʻawi i ka pane wikiwiki a me nā lawelawe kūloko e loaʻa i kahi lihi hoʻokūkū.
4. ʻAʻole hiki ke hoʻowahāwahā ʻia ka palapala hōʻoia a me ka hoʻokō ʻana. ʻOkoʻa loa nā kūlana hōʻoia ma nā ʻāina AALA mai nā mea ma ʻEulopa a me ʻAmelika Hui Pū ʻIa. ʻO ka loaʻa ʻana o nā palapala hōʻoia he nui nā ʻāina i ka wā mua ka "tiketi komo" i kēia mau mākeke e kū mai ana.
Hopena
Ua pau ka pae mua o ka 135th Canton Fair, akā ke hoʻomaka wale nei ka moʻolelo ikehu hou AALA.
Manaʻo ʻia e emi ana ka mākeke inverter honua ma 2% i ka makahiki 2025 a e emi hou aku ma 9% i 523GW/AC i ka makahiki 2026, e hoʻoikaika ana i ka hoʻokūkū ma nā mākeke kuʻuna. I ke kua o ka lohi iki ʻana o ke koi ʻana o ʻEulopa a me ʻAmelika, ke lilo nei nā mākeke kū mai AALA i kuhikuhi koʻikoʻi no nā ʻoihana ikehu hou Kina e hele ana i ka honua holoʻokoʻa.
No nā ʻoihana hoʻoili uila a me ka mālama ikehu Kina, he moana polū nā mākeke AALA e pono ai ke hoʻopukapuka hohonu. I ka wā o ka Canton Fair, ua hoʻokipa ʻo Solarway New Energy i kahi nui o nā mea kūʻai aku mai nā ʻāpana AALA ma kāna hale kūʻai Electronics & Electricals (16.3H03) a me ka hale kūʻai New Energy (14.2G16). Mai nā inverters a me nā sockets ʻoihana a hiki i nā ʻōnaehana mālama ikehu i hoʻohui ʻia, ua mau ka hoʻoikaika nui ʻana i ka hōʻikeʻike. E like me ka ʻōlelo a ka Luna Nui o GAC Aion, "He poʻe hoʻohiki nui nā mea kūʻai aku ma waho, ʻoiai ka poʻe mai nā ʻāina Belt a me Road."
Ua hoʻomaka wale ʻia ka hoʻoponopono hou ʻana o ka ʻāina ikehu hou o ka honua.
Ka manawa hoʻouna: ʻApelila-21-2026