Vim li cas LONGi, Lub Tuam Txhab Ua Haujlwm Photovoltaic, tsim Hydrogen thoob plaws kev lag luam?

Lub kaum trillion lag luam nyob ib ncig ntawm lub ces kaum?

Tsim los ntawm 2000, Longi yog ib lub tuam txhab uas tsom mus rau monocrystalline silicon technology.Nrog monocrystalline silicon wafers thiab photovoltaic modules raws li nws cov khoom tseem ceeb, nws muaj kev koom tes nyob rau hauv downstream cell, module, fais fab chaw tsim kho thiab kev khiav hauj lwm thiab kev pab cuam, thiab yog vertically integrated.Kev lag luam tshuaj photovoltaic tuam txhab.

Raws li kev txhawb nqa ntawm cov cai nyob rau xyoo tas los no, kev lag luam photovoltaic tau tsim kho sai heev, tshwj xeeb tshaj yog nyob rau xyoo 2020, qhov ntsuas ntawm lub peev xwm tshiab yuav nce li 60% xyoo-rau-xyoo.Raws li tus thawj coj hauv kev lag luam, Longji shares kuj tau txais txiaj ntsig zoo heev.Hauv 12 lub hlis dhau los, nws cov nqi Tshuag tau nce los ntawm 245%, thiab nws cov nqi lag luam siab tshaj plaws yog ib zaug ze rau 490 billion, uas tuaj yeem suav tias yog lub hom phiaj zoo tshaj plaws hauv kev lag luam peev.

Cov ntaub ntawv qhov chaw: Snowball

LONGi cov ntaub ntawv nyiaj tau los rau 2019 tau tshaj 30 billion, thiab tag nrho cov nyiaj tau los hauv thawj peb lub hlis twg ntawm 2020 tau tshaj li ntawm tag nrho xyoo 2019;Ntxiv rau, qhov kev kwv yees yav dhau los 2020 ntawm LONGi tau kwv yees tias cov nyiaj tau los ntawm niam txiv yuav yog 8.2 billion rau 86 lab.100 lab yuan, nce li ntawm 60% xyoo-rau-xyoo;nws tsis yog exaggeration hais tias ntawm cov tuam txhab photovoltaic uas tau tshaj tawm lawv cov kev ua tau zoo,Longi muaj qhov ua tau zoo tshaj plaws hauv lub xyoo dhau los.

Cov ntaub ntawv Sources: Cua

Los ntawm qhov kev xav ntawm profitability, LONGi muaj qhov pom tseeb zoo hauv kev lag luam:tag nrho cov nyiaj tau los ntawm ob lub lag luam tseem ceeb, photovoltaic silicon wafers thiab photovoltaic modules, yog qhov siab dua qhov nruab nrab ntawm kev lag luam., thiab qhov sib txawv nrog lwm tus neeg sib tw loj kuj yog qhov pom tseeb.

Nyob rau hauv cov nqe lus ntawm kev ua lag luam txoj hauj lwm, lub ntiaj teb no silicon wafer muaj peev xwm yuav luag monopolized los ntawm domestic tuam txhab uas muag, thiab LONGi lub ntiaj teb no kev coj noj coj ua txoj hauj lwm yog ruaj: lub tuam txhab lub silicon wafer muaj peev xwm account rau 37% ntawm kev lag luam tag nrho, ranking thawj nyob rau hauv kev lag luam thiab ua. thib ob Zhonghuan los ntawm kaum feem pua.

Hauv kev lag luam kev lag luam, los ntawm kev xav ntawm cov khoom xa tuaj, Longi cov khoom xa tuaj thoob ntiaj teb qeb duas los ntawm 2017 txog 2019 yog lub ntiaj teb thib plaub, thiab nws cov peev xwm tsim khoom thiab kev lag luam tau nce sai, thiab nws xav tias yuav nkag mus rau ob sab saum toj hauv 2020.

Vim li cas thiaj li tus thawj coj photovoltaic nrog cov nqi lag luam siab, cov nplai loj, muaj txiaj ntsig zoo thiab kev ua lag luam siab dheev xav kom hla kev lag luam hydrogen ntau lawm?

Ua ntej tshaj plaws, kev tsim cov hydrogen yog ib qho ntawm cov kev lag luam tseem ceeb tam sim no raws li kev lag luam: hauv 2019, hydrogen zog tau suav nrog hauv "Tsoomfwv Ua Haujlwm Tshaj Tawm" thawj zaug,kom meej meej thov kom txhawb kev tsim kho ntawm hydrogen refueling thiab lwm yam chaw.Hauv ob qhov kev sib tham hauv 2021, "carbon neutrality" thiab "carbon peaking" tau suav nrog hauv tsoomfwv daim ntawv tshaj tawm ua haujlwm thawj zaug, dhau los ua lub hom phiaj tseem ceeb hauv tebchaws kom ua tiav los ntawm 2060.

Qhov thib ob, raws li qhov huv tshaj plaws thib ob lub zog tam sim no, cov khoom ntawm hydrogen yog dej, uasplays lub luag haujlwm tseem ceeb hauv kev ua tiav xoom carbon emissions yav tom ntej.Kev loj hlob ntawm kev lag luam yog lav thiab cov kev cia siab yog: Raws li cov ntaub ntawv ntawm Tuam Tshoj Hydrogen Energy Alliance, Tuam Tshoj cov hydrogen ntau lawm nyob rau hauv 2018 yog hais txog 21 lab tons, nrog ib tug ua lag luam feem ntawm kwv yees li 2.7% ntawm tag nrho cov terminal zog;Nws tau kwv yees tias los ntawm 2050, hydrogen zog yuav suav txog ntau dua 10% ntawm Tuam Tshoj lub davhlau ya nyob twg lub zog, thiab qhov kev thov yuav nyob ze rau 6,000 tons, uas tuaj yeem txo 700 lab tons ntawm carbon dioxide.Tus nqi tsim tawm txhua xyoo ntawm cov saw hlau ua lag luam yuav tsum ncav cuag 12 trillion.

Txawm hais tias 2050 tseem nyob deb, yuav tsum muaj cov hauv kev hauv kev lag luam uas nyiam tshaj plaws los ntawm lub teb chaws txoj cai loj.Nws yog qhov kev xaiv tsim nyog rau Longi nkag mus rau nws thiab nrhiav kev txhim kho.

Dab tsi ntxiv, photovoltaics thiab hydrogen ntau lawm yog qhov sib tw zoo.

Dab tsi yog cov txiaj ntsig ntawm photovoltaic hydrogen ntau lawm?

Raws li lub hauv paus ntawm kev tsim khoom, hydrogen tuaj yeem muab faib ua peb pawg: "grey hydrogen" (hydrogen tsim los ntawm fossil fuels), "blue hydrogen" (kev lag luam los ntawm cov khoom siv hydrogen), thiab "ntsuab hydrogen" (hydrogen ntau lawm los ntawm lub zog tauj dua tshiab. los ntawm electrolysis).

Kev tsim hluav taws xob photovoltaic hydrogen uas Longi tau nkag mus rau lub sijhawm no yog siv hluav taws xob tsim los ntawm photovoltaic fais fab chaw nres tsheb ntawm qhov chaw hauv thaj chaw nplua nuj nyob hauv lub teeb, electrolyze dej los tsim hydrogen, thiab tom qab ntawd thauj mus rau qhov chaw los ntawm cov kav dej lossis lwm yam kev thauj mus los.Photovoltaic hydrogen ntau lawm yog ib tug ntau yam ntsuab hydrogen.Piv nrog rau qhov loj dua ntawm "grey hydrogen" tam sim no siv, nws yuav luag tsis muaj cov pa roj carbon emissions thaum lub sijhawm tsim khoom, uas yog txoj hauv kev zoo tshaj plaws rau ib puag ncig.

Nyob rau tib lub sijhawm, hydrogen ntau lawm kuj yog ib qho ntxiv rau photovoltaic lub zog tsim tshuab, uas tuaj yeem daws cov teeb meem ntev ntev ntawm cov khoom siv hluav taws xob photovoltaic siab pov tseg thiab qhov hloov pauv loj hauv kev tsim hluav taws xob.

        Kev tsim hluav taws xob photovoltaic pov tseg tus nqi: Qhov feem pua ​​​​ntawm cov hluav taws xob tsim hluav taws xob uas tau siv tag nrho tsis tau nkag mus rau hauv daim phiaj hluav taws xob, tsis muaj kev siv tau zoo.

Raws li lub zog tshiab, qhov tidal xwm ntawm photovoltaics yog qhov pom tseeb heev, thiab nyob rau hauv ib txwm muaj, kuv lub teb chaws lub teeb-enriched cheeb tsam nyob deb ntawm lub hwj chim load cheeb tsam, thiab mismatches ntawm mov thiab thov feem ntau tshwm sim, uas yog tsis conducive rau kev nyab xeeb. thiab kev ruaj ntseg ntawm daim phiaj hluav taws xob, thiab muaj qee qhov teeb meem hauv kev sib txuas ntawm daim phiaj.Nyob rau tib lub sijhawm, kev hloov pauv ntawm kev tsim hluav taws xob yuav ua rau muaj teeb meem kev siv hluav taws xob.Txawm hais tias qhov txo qis ntawm kev tsim hluav taws xob hauv tsev photovoltaic tsis loj nyob rau xyoo tas los no, lub teb chaws qhov nruab nrab ntawm kev txo qis hauv xyoo 2020 yog kwv yees li 2%, tab sis tus nqi txo qis tseem nyob rau thaj tsam qaum teb sab hnub poob uas siv hluav taws xob nyuaj.Nyob ib ncig ntawm 4.8%.

Nyob rau hauv teb rau photovoltaic fais fab tuag tus nqi pov tseg, Lub Xeev Grid tam sim no txhawb kev ntxiv ntawm kev txhawb nqa lub zog cia chaw nyob rau hauv cov cheeb tsam photovoltaic concentrated, los yog ntawm qhov chaw zom zaub mov.Hydrogen zog yog lub zog zoo tshaj plaws kev sib txuas nruab nrab-los ntawm kev siv lub zog tsim los ntawm photovoltaic generator teeb tsa cov dej electrolyze los tsim hydrogen ntawm qhov chaw, lub zog cia thiab ncov shaving tuaj yeem paub tau tib lub sijhawm, txo cov khoom pov tseg los ntawm kev tsis sib haum ntawm cov khoom siv thiab kev thov., Txhim kho qhov yooj yim ntawm cov txheej txheem photovoltaic, thiab tom qab ntawd daws ob qhov teeb meem loj ntawm kev cia thiab kab sib txuas.

Nyob rau tib lub sijhawm, kev sib koom ua ke ntawm hydrogen ntau lawm thiab photovoltaics kuj yog qhov zoo rau kev nkag mus ncaj qha rau hluav taws xob pheej yig los ntawm cov chaw tsim khoom hydrogen.Qhov no kuj yog qhov zoo tshaj plaws yeej-yeej qauv rau kev lag luam hydrogen ntau lawm uas cov nqi hluav taws xob yog tus nqi tseem ceeb.

Nyob rau hauv cov nqe lus ntawm kev lag luam kev siv, kev siv thiab kev thauj mus los yog ob clearest daim ntawv thov scenarios rau hydrogen zog.Rau ob qhov kev lag luam uas siv hluav taws xob tam sim no, lub zog hydrogen yuav tsum hloov cov khoom siv hluav taws xob ib txwm muaj, pab kev hloov pauv ntawm lub peev xwm ntau lawm, thiab txo cov pa roj carbon emission siab.

Raws li cov ntaub ntawv los ntawm Tuam Tshoj Hydrogen Energy Alliance, xyoo 2050, kev siv hydrogen hauv kev thauj mus los yuav tsum ncav cuag 24.58 lab tons, suav txog 19% ntawm tag nrho cov kev siv hluav taws xob, uas yog sib npaug los txo cov roj siv roj los ntawm 83.57 lab tons. ;hydrogen noj nyob rau hauv kev lag luam sector yuav tsum mus txog 33.7 lab tons, sib npaug rau Yuav kom txo tau cov kev siv ntawm 170 lab tons ntawm cov txheej txheem thee-ob pawg ntawm cov ntaub ntawv tseem ceeb heev rau lub realization ntawm terminal xoom emissions.