Longi da Sungrow suna da masana'antu iri-iri ɗaya bayan ɗaya, suna ƙarfafa farashin hannun jari ko suna bambanta tsarin sa?

Bayan karuwa a cikin sabon ƙarfin da aka shigar a cikin 2020, photovoltaics suna taka muhimmiyar rawa a cikin makamashi mai sabuntawa, kuma kamfanonin photovoltaic sun zama abin da aka mayar da hankali ga kowane nau'i na rayuwa.

Duk da haka, kwanan nan, Xi'an Longi Green Energy Venture Capital Management Co., Ltd. da Shanghai Zhuqueying masu zaman kansu zuba jari na Asusun Haɗin gwiwa (Limited Partnership) sun ba da gudummawar haɗin gwiwa don kafa Xi'an Longi Hydrogen Technology Co., Ltd., kowannensu yana da 60. % da 40% na hannun jari bi da bi.Babban birnin da aka yiwa rajista shine yuan miliyan 300, wanda ya nunaShigar Longi a hukumance cikin makamashin hydrogen.

LONGi Hydrogen yana da kansa karkashin jagorancin Mista Li Zhenguo, wanda ya kafa LONGi Co., a matsayin mai shari'a, shugaba kuma babban manajan Longji Hydrogen.Ana iya ganin cewa Longi Group yana ba da mahimmanci ga Longi Hydrogen Energy.

Kodayake duka photovoltaic da makamashin hydrogen sune tushen makamashi mai tsabta, haɗin da ke tsakanin su biyu ba ya kusa.Kamar yadda hanyoyi da layin dogo duka nau'ikan sufuri ne, hanyoyin gudanar da ayyukansu daban-daban.Shigowar Longi cikin makamashin hydrogen ya rigaya ya zama masana'antar Cross-industry.

Tsarin gine-ginen masana'antu na shugabannin photovoltaic

A gaskiya ma, shigar da makamashin hydrogen ba shine karo na farko da jagoran photovoltaic Longi ya ketare masana'antar ba.Ba da dadewa ba, a ranar 4 ga Maris, Longi ya ba da sanarwar tunatarwa kan yarjejeniyar canja wurin wani ɓangare na daidaiton Sente.An sanar da cewa Longi zai mallaki kashi 27.25% na hannun jarin Sente a cikin tsabar kudi ta hanyar musayar yarjejeniya.Jimlar la'akari da wannan ciniki shine yuan biliyan 1.635.Bayan kammala cinikin, Longi zai zama mai hannun jari na biyu mafi girma na Sente.

Dangane da bayanan, Sente shine babban mai ba da sabis na haɗin gwiwar masana'antu don gina tsarin shingen ƙarfe.Babban samfuransa sun haɗa da bangon bangon labule na ƙarfe, rufin rufin ƙarfe guda ɗaya (bankunan alloy na aluminum-magnesium-manganese, farantin fenti) da ɓangarori.Ƙungiyoyin shinge na Acoustic yanzu sun samar da manyan sassan kasuwanci guda biyu, tsarin shinge na karfe da tsarin kula da amo, kuma ana amfani da kayan su sosai a gine-ginen masana'antu, gine-ginen jama'a da injiniyan zirga-zirga.

Ana iya ganin hakababu wata alaka mai karfi tsakanin babban kasuwancin Sente da Longi, photovoltaics.A cikin watanni hudu da suka gabata a cikin 2021, Longi, kamfani mafi mahimmancin hoto na duniya, ya aiwatar da tura masana'antu guda biyu.Tabbas, ban da hannun jari na Longi, sauran kamfanoni masu daukar hoto ba su fadi a baya ba.

A ranar 18 ga Maris, Sungrow, jagora a cikin inverters na photovoltaic, ya fitar da wutar lantarki ta farko da mafi girma ta SEP50 PEM hydrogen a China.An bayar da rahoton cewa wannan electrolyzer karami ne a cikin girmansa da nauyi, kuma ya fi dacewa da aikace-aikacen da ke kula da filin ƙasa ko wurin turawa.Ya dace da nau'ikan nau'ikan aikace-aikacen samar da hydrogen kuma ya dace da isar da wutar lantarki ta hanyar iskar iska da hasken rana.Hakanan samfuri ne don makamashin hydrogen, ba shi da alaƙa da Sungrow babban kasuwancin inverter na hoto.

Yin la'akari da tsarin manyan kamfanoni guda biyu na Longi da Sungrow a cikin 2021, da alama masana'antun giciye sun zama yarjejeniya, kuma batun gama gari na biyu shine.suna da matukar sha'awar makamashin hydrogen.

Faɗin bege na makamashin hydrogen

Alkaluma sun nuna cewa bukatar makamashin hydrogen a duniya a halin yanzu ya kai tan miliyan 60 a kowace shekara, kuma bukatun cikin gida ya kai tan miliyan 30.Tun da konewar hydrogen ba ta samar da iskar gas mai zafi, hukumar ta yi hasashen cewa, a karkashin yanayin ci gaban karancin sinadarin Carbon, bukatun da ake bukata na sabon makamashin hydrogen a duk shekara zai kai tan miliyan 25 nan da shekaru 30 masu zuwa.Idan waɗannan haɓaka duk an samar da su ta hanyar photovoltaics, zai kawo kusan 900GW a kowace shekara.Na sabon shigar iya aiki.

A matsayinsa na mafi girman karfin PV a duniya, kasar Sin ta zarce 250GW a karshen shekarar 2020;sanannen cibiyar bincike IHS Markit ya annabta cewa 158GW na PV da aka shigar da ikon za a ƙara a cikin 2021, wanda shine 34% sama da hasashen da aka yi a cikin 2020. Waɗannan bayanai guda biyu suna da ban sha'awa sosai ga masana'antar photovoltaic na yanzu.

Koyaya, idan aka kwatanta da ƙarfin shigar shekara-shekara na 900GW, da alama kaɗan kaɗan ne.Bisa labarin da aka buga na "farar takarda kan masana'antar makamashin hydrogen da makamashin man fetur ta kasar Sin", an kiyasta cewa nan da shekarar 2050, bukatar kasar ta hydrogen za ta kai ton miliyan 60, kuma darajar tattalin arzikin da ake fitarwa a duk shekara zai wuce yuan triliyan 10. .Sabili da haka, ya jawo hankalin kamfanoni masu yawa na photovoltaic, kuma ba kawai kamfanoni na hoto ba.

Kafin wannan, manyan kamfanoni irin su Great Wall Motors da Sinopec sun ba da sanarwar shirinsu a fannin makamashin hydrogen, tare da yawan jarin jari da fa'ida.Sabanin haka, dangantakar dake tsakanin kamfanonin photovoltaic da makamashin hydrogen da babban birnin da aka saka ba abin mamaki bane.Duk da haka, wannan ba ya hana "tashin hankali" na kasuwa na biyu.

        Jim kadan bayan Longi ya sanar da shigarsa makamashin hydrogen, farashin hannun jarin kamfanonin makamashin hydrogen ya tashi matuka.Daga cikin su, Houpu, Kayayyakin Musamman na Furui, Meijin Energy, Kaimet Gas, Yuneng Holdings da sauran hannun jari sama da 10 suna da iyakacin su na yau da kullun, farawa daga 2021 Tare da ma'aunin A-share mai cike da rudani ya zuwa yanzu, barkewar gama gari na bangaren makamashin hydrogen. ana iya cewa "ruwan sama mai kyau bayan dogon fari".

ƙarfafa farashin hannun jari ko bambanta shimfidarsa?

Daga ra'ayi na kasuwa na biyu, tsarin gine-ginen masana'antu na kamfanonin photovoltaic na iya zama don ƙarfafa farashin rabo.

A cikin 2020, farashin hannun jari da ƙimar kasuwa na kamfanoni masu ɗaukar hoto na ƙasata sun haifar da haɓakar fashewar abubuwa.A cikin su, akwai kusan kamfanoni 11 da aka lissafa, kuma manyan kamfanoni sun fi sha'awar masu zuba jari.Haɓaka sau biyu ko uku a farashin hannun jari yana da alama matsakaicin matakin ne kawai, kuma haɓaka sau uku ko huɗu ba sabon abu bane.Longi, Tongwei da Sungrow sun zama zabi na farko ga kamfanonin photovoltaic don zuba jari a cikin. Har zuwa farkon watan Fabrairun wannan shekara, kamfanonin photovoltaic sun kasance masu shahara sosai a kasuwa na biyu.

Amma farawa daga tsakiyar Fabrairu, farashin hannun jari na kamfanoni masu daukar hoto a karshe "ya fadi daga bagadi."Alkaluma sun nuna cewa, hannun jarin Longi ya fadi daga mafi girman yuan 123 na bana zuwa mafi karanci na yuan 76.79, wanda ya ragu da kashi 37.56%;Sungrow ya ragu daga mafi girman yuan 119.09 na bana zuwa mafi ƙarancin yuan 62.77, raguwar 47.29%;Hannun jarin Tongwei ya fadi daga mafi girman ma'aunin wannan shekarar da ya kai yuan 54.09, ya fadi zuwa mafi karanci na yuan 34.12, raguwar kashi 36.90%.

Farashin hannun jari na kamfanonin hotovoltaic sun fadi sosai.A gefe guda kuma, daga shekarar 2020 zuwa farkon wannan shekara, karuwar ya yi yawa, fiye da karuwar ribar da aka yi hasashe, kuma biyun ba su daidaita ba.Bugu da kari, dakatarwar da aka yi wa wasu kamfanoni ya sa masu zuba jari da dama su daina kwarin gwiwa da kuma daya bayan daya.A gefe guda, karuwar farashin kayan siliki ya yi tasiri sosai a kan ci gaban photovoltaics a wannan shekara.Ko da yake mutane da yawa a cikin masana'antu sun yi hasashen cewa sabon ƙarfin shigar da wannan shekara zai wuce 2020, farashin kayan silicon ya tashi cikin nasara, wanda ya haifar da sarkar masana'antu A ƙarƙashin matsin lamba mai yawa, yanayin gaba ɗaya ba shi da kyakkyawan fata.

Don haka,Kamfanonin photovoltaic suna buƙatar haɓaka tsari daban-daban don haɓaka farashin rabon su don guje wa faɗuwar ci gaba..Biyu ba sa sabawa juna.Saboda haka, masana'antu da ke da fa'idar ci gaban ci gaba sun zama zaɓi na farko.

A cikin sanarwar da LONGi ya samu na hannun jari na Sente, ya ce wannan sayan zai taimaka wajen haɓaka haɗin gwiwar kasuwanci na bangarorin biyu, ba da cikakkiyar wasa ga fa'idar hannun jarin Sente wajen gina rufin rufin da kiyayewa, da kuma haɗa fa'idodin hannun jari na LONGi a cikin BIPV. Samfuran masana'antu, bangarorin biyu za su haɓaka ci gaban kasuwanci tare a cikin manyan kasuwannin gine-gine na jama'a.Zai taimaka wa kamfanin fadada iyakokin kasuwannin da aka rarraba da kuma fadada yanayin aikace-aikacen samfurori na hotuna.Kuma BIPV kasuwa ce mai matakin tiriliyan a idanun masana'antu da yawa.

Ana ɗaukar bege na makamashin hydrogen a matsayin masana'antutare da darajar abin da ake fitarwa na tattalin arziki sama da yuan tiriliyan 10 a shekara.Hannun jarin Longji tabbas ba zai zama kato na ƙarshe da ya ketare iyaka ba.Tabbas, makamashi na photovoltaic da hydrogen kuma na iya ba da cikakkiyar wasa ga tasirin haɗin gwiwa, haɓaka tare, da cimma burin tsaka tsaki na carbon da wuri-wuri!