2021-04-12 IB
Tom qab qhov kev nce siab hauv lub peev xwm tshiab nyob rau xyoo 2020, photovoltaics ua lub luag haujlwm tseem ceeb hauv lub zog tauj dua tshiab, thiab cov tuam txhab photovoltaic kuj tau los ua qhov tseem ceeb ntawm kev saib xyuas los ntawm txhua qhov chaw ntawm lub neej.
Txawm li cas los xij, tsis ntev los no, Xi'an Longi Green Energy Venture Capital Management Co., Ltd. thiab Shanghai Zhuqueying Private Equity Investment Fund Partnership (Limited Partnership) tau koom tes los tsim kev tsim ntawm Xi'an Longi Hydrogen Technology Co., Ltd., txhua tus tuav 60. % thiab 40% ntawm cov shares feem.Cov peev txheej sau npe yog 300 lab yuan, uas cimLongi txoj kev nkag mus rau hauv hydrogen zog.
LONGi Hydrogen yog tus kheej coj los ntawm Mr. Li Zhenguo, tus tsim ntawm LONGi Co., raws li tus neeg raug cai, tus thawj coj thiab tus thawj coj ntawm Longji Hydrogen.Nws tuaj yeem pom tias Longi Group muab qhov tseem ceeb rau Longi Hydrogen Zog.
Txawm hais tias ob qho tib si photovoltaic thiab hydrogen lub zog yog lub zog huv, kev sib txuas ntawm ob tsis nyob ze.Ib yam li txoj kev thiab kev tsheb ciav hlau yog ob hom kev thauj mus los, lawv cov txheej txheem kev khiav hauj lwm sib txawv heev.Longi txoj kev nkag mus rau hauv hydrogen zog yog twb hla kev lag luam.
Qhov tseeb, kev nkag mus ntawm hydrogen zog tsis yog thawj zaug uas tus thawj coj photovoltaic Longi koom tau hla kev lag luam.Tsis ntev tas los no, thaum Lub Peb Hlis 4, Longi tau tshaj tawm cov lus ceeb toom ntawm qhov kev pom zoo kom hloov ib feem ntawm kev ncaj ncees ntawm Sente.Nws tau tshaj tawm tias Longi yuav tau txais 27.25% ntawm Sente cov koom nrog nyiaj ntsuab los ntawm kev pom zoo hloov pauv.Tag nrho cov kev txiav txim siab rau qhov kev sib pauv no yog 1.635 billion yuan.Tom qab ua tiav ntawm kev sib pauv, Longi yuav dhau los ua tus tswv cuab thib ob ntawm Sente.
Raws li cov ntaub ntawv, Sente yog lub tuam txhab kev lag luam ua tus muab kev pabcuam kev sib koom ua ke rau kev tsim cov hlau enclosure systems.Nws cov khoom tseem ceeb muaj xws li hlau sib xyaw kab hlau rhuav phab ntsa panels, hlau ru tsev ib txheej panels (aluminium-magnesium-manganese alloy panels, plated xim panels) thiab partitions.Acoustic barrier panels tam sim no tau tsim ob ntu kev lag luam loj, cov txheej txheem hlau thaiv thiab kev tswj lub suab nrov, thiab lawv cov khoom siv dav siv hauv cov tsev lag luam, cov tsev pej xeem thiab kev tsim kho tsheb.
Nws pom tau tiastsis muaj kev sib raug zoo ntawm Sente thiab Longi lub lag luam tseem ceeb, photovoltaic kev.Hauv plaub lub hlis dhau los hauv 2021, Longi, lub tuam txhab photovoltaic muaj txiaj ntsig tshaj plaws hauv ntiaj teb, tau ua ob qhov kev lag luam hla kev xa tawm.Tau kawg, ntxiv rau Longi shares, lwm lub tuam txhab photovoltaic tsis poob qab.
Thaum Lub Peb Hlis 18, Sungrow, tus thawj coj hauv photovoltaic inverters, tau tso tawm thawj zaug thiab lub zog loj tshaj plaws SEP50 PEM hydrogen electrolyzer hauv Suav teb.Nws tau tshaj tawm tias cov khoom siv hluav taws xob no yog qhov me me thiab lub teeb hauv qhov hnyav, thiab tsim nyog rau cov ntawv thov uas nkag siab rau thaj av lossis chaw xa khoom.Nws yog tsim rau ntau hom hydrogen ntau lawm daim ntawv thov hom thiab yog haum rau cua thiab hnub ci cia network zog nkag.Nws tseem yog cov khoom lag luam rau hydrogen zog, tsis zoo cuam tshuam nrog Sungrow lub ntsiab photovoltaic inverter lag luam.
Kev txiav txim siab los ntawm kev teeb tsa ntawm ob lub tuam txhab ua lag luam ntawm Longi thiab Sungrow hauv 2021, nws zoo li tias kev lag luam hla tau dhau los ua kev pom zoo, thiab qhov tseem ceeb ntawm ob yog qhov ntawd.lawv muaj kev txaus siab rau hydrogen zog.
Kev txheeb cais qhia tias tam sim no lub ntiaj teb kev thov rau hydrogen zog yog kwv yees li 60 lab tons hauv ib xyoos, thiab kev thov hauv tsev yog li 30 lab tons.Txij li thaum hydrogen combustion tsis tsim lub tsev cog khoom gases, lub koom haum kwv yees hais tias nyob rau hauv lub general qauv ntawm low-carbon txoj kev loj hlob, lub ntiaj teb no txhua xyoo thov rau tshiab hydrogen zog yuav ncav cuag 25 lab tons nyob rau hauv 30 xyoo tom ntej.Yog tias cov kev nce ntxiv no tau muab los ntawm photovoltaics, nws yuav ua rau 900GW ib xyoos.Ntawm tshiab ntsia muaj peev xwm.
Raws li lub ntiaj teb lub siab tshaj plaws tag nrho PV ntsia muaj peev xwm, Tuam Tshoj tau tshaj 250GW thaum kawg ntawm 2020;lub koom haum tshawb fawb paub zoo IHS Markit tau kwv yees tias 158GW ntawm PV ntsia lub peev xwm yuav raug ntxiv rau xyoo 2021, uas yog 34% siab dua qhov kev kwv yees hauv 2020. Ob cov ntaub ntawv no yog qhov zoo siab heev rau kev lag luam photovoltaic tam sim no.
Txawm li cas los xij, nyob rau hauv kev sib piv nrog lub peev xwm txhua xyoo ntawm 900GW, nws zoo li me me.Raws li cov ntsiab lus luam tawm ntawm "Daim Ntawv Dawb ntawm Tuam Tshoj Hydrogen Zog thiab Roj Cell Kev Lag Luam", nws kwv yees tias los ntawm 2050, kuv lub teb chaws qhov kev thov hydrogen yuav ze li 60 lab tons, thiab cov txiaj ntsig kev lag luam txhua xyoo yuav tshaj 10 trillion yuan. .Yog li ntawd, nws tau nyiam cov xim ntawm ntau lub tuam txhab photovoltaic, thiab tsis yog cov tuam txhab photovoltaic nkaus xwb.
Ua ntej no, cov tuam txhab ua lag luam xws li Great Wall Motors thiab Sinopec tau tshaj tawm lawv cov phiaj xwm hauv kev lag luam ntawm hydrogen zog, nrog rau kev nqis peev ntau dua thiab dav dua.Nyob rau hauv sib piv, kev sib raug zoo ntawm photovoltaic tuam txhab uas muag thiab hydrogen zog thiab lub peev peev tsis xav tsis thoob.Txawm li cas los xij, qhov no tsis cuam tshuam qhov "surge" ntawm lub lag luam thib ob.
Tsis ntev tom qab Longi tshaj tawm nws txoj kev nkag mus rau hydrogen zog, cov nqi ntawm cov tuam txhab hydrogen zog tau nce siab heev.Ntawm lawv, Houpu, Furui Cov Khoom Siv Tshwj Xeeb, Meijin Zog, Kaimet Gas, Yuneng Holdings thiab lwm yam ntau tshaj 10 cov khoom lag luam muaj lawv cov kev txwv txhua hnub, pib xyoo 2021 Nrog rau qhov tsis txaus ntseeg A-share index kom deb li deb, kev sib koom ua ke ntawm hydrogen zog sector. tuaj yeem hais tias " nag zoo tom qab drought ntev".
Los ntawm qhov kev xav ntawm kev lag luam theem nrab, kev lag luam kev lag luam layout ntawm photovoltaic tuam txhab uas muag kuj tseem yuav muab cov nqi sib koom.
Xyoo 2020, cov nqi lag luam thiab cov nqi lag luam ntawm kuv lub teb chaws cov tuam txhab photovoltaic tau ua rau muaj kev loj hlob tawg.Ntawm lawv, muaj ntau npaum li 11 lub tuam txhab tau teev npe tshiab, thiab cov tuam txhab ua lag luam tseem muaj kev txaus siab los ntawm cov tub ua lag luam.Qhov ob lossis peb zaug nce nqi hauv Tshuag zoo li tsuas yog qib nruab nrab xwb, thiab peb lossis plaub zaug nce ntxiv tsis yog qhov tsis tshua muaj.Longi, Tongwei thiab Sungrow tau dhau los ua thawj qhov kev xaiv rau cov tuam txhab photovoltaic los nqis peev. Txog thaum pib lub Ob Hlis xyoo no, cov tuam txhab photovoltaic tseem nrov heev hauv kev lag luam theem nrab.
Tab sis pib txij thaum nruab nrab Lub Ob Hlis, tus nqi Tshuag ntawm cov tuam txhab photovoltaic thaum kawg "poob ntawm lub thaj."Raws li cov ntaub ntawv, Longi cov shares poob los ntawm qhov siab tshaj ntawm lub xyoo no ntawm 123 yuan mus rau qhov qis tshaj ntawm 76.79 yuan, ib tug txo ntawm 37.56%;Sungrow poob los ntawm qhov siab tshaj plaws ntawm lub xyoo no ntawm 119.09 yuan mus rau qhov qis tshaj ntawm 62.77 yuan, ib tug txo ntawm 47.29%;Tongwei shares poob los ntawm qhov siab tshaj plaws ntawm lub xyoo no ntawm 54.09 yuan, poob mus rau qhov qis tshaj ntawm 34.12 yuan, poob ntawm 36.90%.
Cov nqi ntawm cov tuam txhab photovoltaic tau poob qis heev.Ntawm qhov tod tes, txij xyoo 2020 mus txog rau thaum pib ntawm lub xyoo no, qhov nce ntau dhau lawm, siab dua cov nyiaj tau los ntawm qhov kev ua tau zoo, thiab ob qho tsis sib xws.Tsis tas li ntawd, kev ncua ntawm qee lub tuam txhab tau ua rau ntau tus neeg ua lag luam poob kev ntseeg siab thiab ib qho tom qab.Ntawm qhov tod tes, tus nqi nce ntawm cov khoom siv silicon tau muaj kev cuam tshuam zoo rau kev txhim kho ntawm photovoltaics xyoo no.Txawm hais tias muaj coob tus neeg hauv kev lag luam kwv yees tias xyoo no lub peev xwm txhim kho tshiab yuav dhau xyoo 2020, tus nqi ntawm cov khoom siv silicon tau nce zuj zus, uas tau ua rau muaj kev lag luam hauv kev lag luam nyob rau hauv ntau lub siab, tag nrho cov xwm txheej tsis zoo.
Yog li ntawd,photovoltaic tuam txhab uas muag yuav tsum tau tsim ib tug ntau haiv neeg layout los sib sau ua ke lawv cov nqi sib koom nyob rau hauv thiaj li yuav zam kom tsis txhob poob ntxiv..Ob leeg tsis yog contradictory.Yog li ntawd, kev lag luam nrog kev loj hlob dav dav tau dhau los ua thawj qhov kev xaiv.
Hauv kev tshaj tawm ntawm LONGi qhov tau txais ntawm Sente shares, nws tau hais tias qhov kev yuav khoom no yuav pab txhawb kev lag luam kev koom ua ke ntawm ob tog, muab kev ua si tag nrho rau qhov zoo ntawm Sente shares hauv kev tsim lub ru tsev thiab kev saib xyuas, thiab muab qhov zoo ntawm LONGi shares hauv BIPV. kev tsim khoom, Ob tog yuav koom ua ke tsim kev lag luam kev loj hlob hauv kev lag luam loj hauv kev tsim kho pej xeem.Nws yuav pab kom lub tuam txhab nthuav dav cov kev lag luam xa tawm thiab nthuav dav daim ntawv thov scenarios ntawm cov khoom siv hluav taws xob photovoltaic.Thiab BIPV yog ib qho kev lag luam trillion-theem hauv lub qhov muag ntawm ntau qhov kev lag luam sab hauv.
Lub zeem muag ntawm hydrogen zog yog suav tias yog kev lag luamnrog rau txhua xyoo kev lag luam tsim tawm tus nqi ntau dua 10 trillion yuan.Longji shares yuav tsis yog qhov kawg loj heev hla ciam teb.Tau kawg, photovoltaic thiab hydrogen zog kuj tseem tuaj yeem muab kev ua si tag nrho rau kev sib koom ua ke, txhim kho ua ke, thiab ua tiav lub hom phiaj ntawm carbon neutrality sai li sai tau!
Dongguan Slocable Photovoltaic Technology Co., Ltd.
Ntxiv: Guangda Manufacturing Hongmei Science thiab Technology Park, No. 9-2, Hongmei Section, Wangsha Road, Hongmei Town, Dongguan, Guangdong, Suav teb
TEL: 0769-22010201
