Kev lag luam cov khoom siv hluav taws xob faib hluav taws xob tam sim no nthuav tawm ob qho - tsav dynamic yam ntxwv los ntawm ob qho tib si "Tshuag Modernization" thiab "incremental demand." Yog li ntawd, lub ntiaj teb kev lag luam loj tau nthuav tawm los ntawm 736.27 billion RMB hauv 2022 txog 798 billion RMB hauv 2023. Siv Tuam Tshoj ua piv txwv, kev lag luam loj rau cov khoom siv hluav taws xob ntse tau tshaj 100-billion RMB cim hauv 2024 thiab tau kwv yees kom ncav cuag 15go.27 billion tam sim no. kev hloov pauv loj, hloov ntawm kev tsim khoom ib txwm ua rau kev txawj ntse thiab eco-kev coj ua phooj ywg. Kev paub txog txuj ci tseem ceeb yog tshwm sim nyob rau hauv ob qho tib si kho vajtse thiab software theem: ntawm lub hardware pem hauv ntej, daim ntawv thov thib peb - tiam semiconductor li-xws li Silicon Carbide (SiC)- tau qhib cov cuab yeej siv me me thiab txo kev siv hluav taws xob; lub caij no, cov nqi poob qis rau Cov Khoom Siv Hluav Taws Xob- Lub Xeev Hloov Hloov (SSTs) tau tsav lawv txoj kev txais yuav dav dav, thiab eco-cov thev naus laus zis zoo-xws li zaub- roj- puv transformers{22}} kuj tau txais traction. Nyob rau theem software thiab tshuab, AI-tsav kev kwv yees thauj khoom, digital twin thev naus laus zis, thiab blockchain-based hluav taws xob kev lag luam platform tau txhim kho kev ua haujlwm thiab kev saib xyuas kev ua haujlwm tau zoo thaum txhawb nqa daim phiaj kev cia siab.
Kev sib tw toj roob hauv pes ntawm kev ua lag luam yog tus cwj pwm los ntawm kev sib koom ua ke ntawm kev ua lag luam concentration ntawm cov thawj coj thiab cov kev sib tw tshiab los ntawm cov tuam txhab tshiab. Ntau lub tebchaws loj xws li Siemens, ABB, thiab Schneider Electric tam sim no hais kom muaj feem tseem ceeb ntawm kev ua lag luam thoob ntiaj teb. Hauv kev lag luam hauv tsev, Lub Xeev Grid Corporation ntawm Tuam Tshoj tab tom tsav tsheb kev lag luam sib koom ua ke ntawm cov tuam txhab saum toj kawg nkaus -tier los ntawm kev sib tw hauv nruab nrab; Nyob rau tib lub sijhawm, ntau lub tuam txhab ntiag tug tab tom nrhiav kev ua tiav los ntawm kev tsom mus rau niche ntu, xws li cov chaw tsim hluav taws xob virtual thiab kev tswj hwm hluav taws xob. Khoom-State Transformers khav theeb efficiency tshaj 98%; Qhov tseem ceeb, 2.4 MW SST muab los ntawm Tuam Tshoj XD Group rau cov ntaub ntawv chaw koom nrog "Eastern Data, Western Computing" pib tau ua tiav hauv lub Cuaj Hli 2023.
Nyob rau theem txoj cai, muaj kev txhawb nqa mus rau kev tsav tsheb ntawm kev lag luam kev txawj ntse kho dua tshiab; Piv txwv li, * Cov Lus Qhia Txog Kev Pom Zoo ntawm Lub Siab -Kev Tsim Nyog Zoo ntawm Cov Hluav Taws Xob Hluav Taws Xob Hluav Taws Xob raws li Cov Txheej Txheem Tshiab * qhia meej meej rau kev nce qib ntawm cov cuab yeej txawj ntse. Lub Xeev Grid tau tshaj tawm tias nws qhov kev ruaj khov- cov cuab yeej cuab tam peev nyob rau lub sijhawm "15th Tsib-Xyoo Plan" tau kwv yees kom ncav cuag 4 trillion RMB- nce 40% piv rau "14th Tsib-Xyoo Plan"-nrog rau kev txawj ntse Modernization ntawm lub zog faib hluav taws xob ua ntej. Txawm li cas los xij, kev lag luam txoj kev loj hlob yav tom ntej tseem tab tom ntsib cov teeb meem xws li cov qauv kev ua haujlwm tsis zoo, kev hem thawj ntawm cybersecurity, thiab qhov xav tau los ua kom nce qib hauv cheeb tsam ntawm chip- theem cov khoom. Cov kev xav yav tom ntej yuav tsum suav nrog kev sib koom ua ke thev naus laus zis (xws li kev sib sib zog nqus ntawm cov ntxaib digital thiab AI), kev hloov kho kho vajtse (tshwj xeeb, qhov loj- nplai daim ntawv thov thib peb- tiam semiconductors), thiab cov qauv kev lag luam tshiab (xws li, cov chaw tsim hluav taws xob virtual thiab cov kev pabcuam kev siv hluav taws xob). Supply chain integration kuj tseem yog ib qho tseem ceeb hauv kev lag luam evolution tsis tu ncua.
