Imakethe yemishini kagesi yomhlaba wonke, enenani lama-USD ayizigidigidi eziyi-1.75 ngo-2025, kulindeleke ukuthi ikhule ngo-5.2% ngonyaka ifinyelele kuma-USD ayizigidigidi eziyi-1.84 ngo-2026, okubangelwa ukuvuselelwa kwegridi, ukwandiswa kwamandla avuselelekayo kanye nokwakhiwa kwengqalasizinda ye-AI. Kusukela ngekota yesibili ka-2026, ukushoda kokunikezwa kwesakhiwo, imithethonqubo ephoqelekile yokulima kanye nokwehluka kwesidingo sesifunda kushintsha amaphethini okuhweba emhlabeni jikelele.
Ukuntuleka kwe-transformer yamandla isikhathi eside kuseyinselele enkulu embonini, kungekho mpumuzo okulindelekile ngaphambi kuka-2029. Abakhiqizi baseNtshonalanga babika izikhathi zokuhola zamaviki angu-120-210 (iminyaka engu-2-4) zamayunithi ajwayelekile, kuyilapho i-US ibhekene negebe lokunikezwa okungu-30%. I-China, ephethe u-60% wamandla okukhiqiza emhlabeni jikelele, ivele njengomgogodla obalulekile wokunikezwa: ukuthunyelwa kwayo kwe-transformer kukhuphuke ngo-40% ngonyaka ngoJanuwari-Febhuwari 2026, kanti ukuthunyelwa kwamanye amazwe e-US kukhuphuke ngo-182% ngonyaka. Abakhiqizi baseShayina baletha ama-transformer ajwayelekile ochungechunge lwe-S11-M ezinsukwini ezingu-45, ngokushesha okuphindwe kathathu-kane kunesilinganiso somhlaba wonke.
Ukuchuma kwe-AI kudale isigaba esisha sesidingo esikhulu. Isikhungo sedatha esisodwa se-GPU esingu-10,000 sisebenzisa amandla alingana nemindeni engu-30,000, okwenza ukutshalwa kwezimali kwemishini yamandla yesikhungo sedatha sase-US kufinyelele ku-USD 65 billion ngo-2030. Amaphrojekthi angu-48% esikhungo sedatha se-AI sase-US abhekene nokubambezeleka ngenxa yokushoda kwemishini, kanti imakethe yomhlaba wonke ye-AI-specific transformer kulindeleke ukuthi ikhule ku-64% CAGR kuze kube ngu-2027.
Cishe amazwe angama-60 asebenzise amazinga okusebenza kahle kwamandla adingekayo, eqeda imikhiqizo engasebenzi kahle. Isidingo somhlaba wonke semishini kagesi ye-PV kanye neyokugcina amandla sizokhula ngo-32% ngonyaka ka-2026. Okwamanje, izixazululo zikagesi ezihlakaniphile ezinokuqapha okude sezibe yizindinganiso zamaphrojekthi ezimboni navuselelekayo angu-72%, kanti ukuthunyelwa kukagesi okuhlakaniphile eShayina kukhuphuke ngo-49.5% ngonyaka ka-2026 ngoJanuwari kuya kuFebhuwari.
Ukukhula kwesifunda kuyahlukahluka kakhulu: I-Afrika ihola phambili ngo-344% ngonyaka (okuqhutshwa ugesi wasemakhaya), kulandelwe yiNingizimu-mpumalanga ye-Asia ngo-151% ngonyaka (ukuthutha kwezimboni kanye nezikhungo zedatha).
Ngenxa yalesi simo, abathengi bomhlaba wonke baqhubeka nokubeka phambili abahlinzeki abanomthamo wokukhiqiza ohlanganisiwe, imikhiqizo eqinisekiswe yi-IEC/UL kanye nokulethwa okusheshayo. Abakhiqizi baseShayina basesimweni esihle sokuhlangabezana nalezi zidingo nokusekela ushintsho lwamandla emhlabeni jikelele.
Njengomhlinzeki ohamba phambili emhlabeni wezixazululo zemishini yamandla ehlakaniphile esezingeni eliphezulu embonini kanye nomkhiqizi kagesi waseShayina ohamba phambili,Ugesi WABANTUikulungele kahle ukubhekana nokuntuleka kokunikezwa kwamandla emhlabeni wonke okuphuthumayo, izidingo zokulethwa okusheshayo kanye nezidingo zokuthuthukisa okuluhlaza nokuhlakaniphile emakethe yanamuhla yemishini kagesi. Amandla ethu okukhiqiza ahlanganisiwe ahlanganisa ukukhiqizwa kwamandla, ukugcinwa, ukudluliselwa, ukusatshalaliswa kanye nokusetshenziswa, ngezixazululo zikagesi ezisebenza kahle kakhulu, ezihlakaniphile nezivuselelekayo ezihambisana ngokugcwele nemithetho yokusebenza kahle kwamandla emhlabeni jikelele. Sihlinzeka ngezinsiza ezizinzile neziqinisekisiwe zezikhungo zedatha ze-AI, ukuvuselelwa kwegridi, ukufakelwa kukagesi ezindaweni zasemakhaya kanye namaphrojekthi okufuduka kwezimboni, okuvumela abathengi bomhlaba wonke ukuthi bathole imishini yamandla ethembekile, ethunyelwa ngokushesha futhi engamelani nesikhathi esizayo. Ngolwazi oluqinisekisiwe lwephrojekthi kuzo zonke izimakethe zamandla zomhlaba kanye nezimboni, i-PEOPLE ELECTRIC imelela umlingani wakho othembekile ukusheshisa ukuguquka kwamandla nokuvikela ingqalasizinda yamandla eqinile emhlabeni jikelele.
Isikhathi sokuthunyelwe: Meyi-07-2026
