Longi ndi Sungrow ali ndi mafakitale osiyanasiyana, kuphatikiza mtengo wamasheya kapena kusiyanitsa mawonekedwe ake?

Pambuyo pakuwonjezeka kwa mphamvu zatsopano zokhazikitsidwa mu 2020, ma photovoltaics amatenga gawo lofunikira kwambiri pamagetsi ongowonjezedwanso, ndipo makampani opanga ma photovoltaic nawonso akhala akuyang'ana kwambiri m'magulu onse a moyo.

Komabe, posachedwapa, Xi'an Longi Green Energy Venture Capital Management Co., Ltd. ndi Shanghai Zhuqueying Private Equity Investment Fund Partnership (Limited Partnership) pamodzi adathandizira kukhazikitsidwa kwa Xi'an Longi Hydrogen Technology Co., Ltd., aliyense akugwira 60 % ndi 40% ya magawo motsatana.Likulu lolembetsedwa ndi yuan miliyoni 300, zomwe zikuwonetsaLongi kulowa mu mphamvu ya haidrojeni.

LONGi Hydrogen imatsogoleredwa ndi Bambo Li Zhenguo, yemwe anayambitsa LONGi Co., monga munthu walamulo, tcheyamani ndi woyang'anira wamkulu wa Longji Hydrogen.Zitha kuwoneka kuti Gulu la Longi limayika kufunikira kwakukulu ku Longi Hydrogen Energy.

Ngakhale kuti mphamvu zonse za photovoltaic ndi hydrogen ndi mphamvu zoyera, kugwirizana pakati pa awiriwa sikuyandikira.Monga misewu ndi masitima apamtunda ndi njira zonse zoyendetsera, njira zawo zogwirira ntchito ndizosiyana kwambiri.Longi kulowa mu mphamvu ya haidrojeni kale Cross-industry.

Mapangidwe amakampani opanga ma photovoltaic atsogoleri

Ndipotu, kulowa kwa mphamvu ya haidrojeni si nthawi yoyamba yomwe mtsogoleri wa photovoltaic Longi amagawana nawo adutsa malonda.Osati kale kwambiri, pa Marichi 4, Longi adapereka chilengezo chokumbutsa za mgwirizano wosinthira gawo la Sente.Zalengezedwa kuti Longi atenga 27.25% ya magawo a Sente mu ndalama potengera mgwirizano.Zomwe zimaganiziridwa pamalondawa ndi 1.635 biliyoni ya yuan.Pambuyo pomaliza ntchitoyo, Longi adzakhala wachiwiri pagawo lalikulu la Sente.

Malinga ndi zomwe zafotokozedwazo, Sente ndiye mtsogoleri wotsogola wophatikizika pantchito yomanga makina otsekera zitsulo.Zogulitsa zake zazikulu zimaphatikizapo zitsulo zophatikizika ndi mazenera achitsulo, mapanelo achitsulo osanjikiza amodzi (ma aluminium-magnesium-manganese alloy panels, mapanelo opaka utoto) ndi magawo.Ma acoustic barrier panels tsopano apanga magawo awiri akuluakulu abizinesi, makina otsekera zitsulo ndi machitidwe owongolera phokoso, ndipo zogulitsa zawo zimagwiritsidwa ntchito kwambiri m'nyumba zamafakitale, nyumba zapagulu komanso uinjiniya wamagalimoto.

Izo zikhoza kuwonedwapalibe mgwirizano wamphamvu pakati pa bizinesi yayikulu ya Sente ndi Longi, photovoltais.M'miyezi inayi yapitayi mu 2021, Longi, kampani yamtengo wapatali kwambiri padziko lonse lapansi ya photovoltaic, yakhala ikugwira ntchito ziwiri zosiyana.Inde, kuwonjezera pa magawo a Longi, makampani ena a photovoltaic sanabwerere.

Pa Marichi 18, Sungrow, mtsogoleri wa ma inverters a photovoltaic, adatulutsa mphamvu yoyamba komanso yayikulu kwambiri ya SEP50 PEM hydrogen electrolyzer ku China.Amanenedwa kuti electrolyzer iyi ndi yaying'ono kukula kwake komanso kulemera kwake, ndipo ndi yoyenera kwambiri pa ntchito zomwe zimakhudzidwa ndi malo kapena malo otumizira.Ndiwoyenera kugwiritsa ntchito mitundu yosiyanasiyana yopangira ma haidrojeni ndipo ndi yoyenera kugwiritsira ntchito mphamvu zamphepo ndi zosungirako zoyendera dzuwa.Ndiwopangira mphamvu ya haidrojeni, osati yogwirizana kwambiri ndi bizinesi yayikulu ya Sungrow ya photovoltaic inverter.

Potengera kapangidwe ka makampani awiri otsogola a Longi ndi Sungrow mu 2021, zikuwoneka kuti ntchito zogwirira ntchito limodzi zakhala mgwirizano, ndipo mfundo yodziwika bwino mwa awiriwa ndi yakuti.ali ndi chidwi chachikulu ndi mphamvu ya haidrojeni.

Chiyembekezo chokulirapo cha mphamvu ya haidrojeni

Ziwerengero zikuwonetsa kuti padziko lonse lapansi pakufunika mphamvu ya haidrojeni ndi pafupifupi matani 60 miliyoni pachaka, ndipo zofuna zapakhomo ndi pafupifupi matani 30 miliyoni.Popeza kuti kuyaka kwa hydrogen sikutulutsa mpweya wowonjezera kutentha, bungweli likulosera kuti m’zaka 30 zikubwerazi, kufunikira kwa mphamvu ya hydrogen yatsopano padziko lonse kudzafika matani 25 miliyoni m’zaka 30 zikubwerazi.Ngati zowonjezera zonsezi zimaperekedwa ndi photovoltaics, zidzabweretsa 900GW pachaka.Za mphamvu zatsopano zoyika.

Monga gawo lalikulu kwambiri padziko lonse lapansi la PV, China idapitilira 250GW pakutha kwa 2020;bungwe lodziwika bwino la kafukufuku la IHS Markit likulosera kuti 158GW ya PV yowonjezera mphamvu idzawonjezedwa mu 2021, yomwe ndi 34% kuposa momwe ikuyembekezeredwa mu 2020. Deta ziwirizi ndizosangalatsa kwambiri pamakampani amakono a photovoltaic.

Komabe, poyerekeza ndi mphamvu yoyika pachaka ya 900GW, ikuwoneka ngati yaying'ono.Malinga ndi zomwe zalembedwa mu "White Paper on China's Hydrogen Energy and Fuel Cell Viwanda", akuti pofika chaka cha 2050, kufunikira kwa haidrojeni kudziko langa kudzakhala pafupi ndi matani 60 miliyoni, ndipo phindu lachuma la pachaka lidzapitilira 10 thililiyoni yuan. .Choncho, zakopa chidwi cha makampani ambiri a photovoltaic, osati makampani okhawo a photovoltaic.

Izi zisanachitike, makampani otsogola monga Great Wall Motors ndi Sinopec adalengeza mapulani awo pankhani ya mphamvu ya haidrojeni, ndi ndalama zochulukirapo komanso kuchuluka kwakukulu.Mosiyana ndi izi, mgwirizano pakati pa makampani a photovoltaic ndi mphamvu ya haidrojeni ndi ndalama zomwe zimagwiritsidwa ntchito ndizosadabwitsa.Komabe, izi sizikulepheretsa "kuthamanga" kwa msika wachiwiri.

        Posakhalitsa Longi atalengeza kuti alowa mu mphamvu ya hydrogen, mitengo yamagulu amakampani amagetsi a hydrogen yakwera kwambiri.Mwa iwo, Houpu, Furui Special Equipment, Meijin Energy, Kaimet Gas, Yuneng Holdings ndi masheya ena opitilira 10 ali ndi malire awo atsiku ndi tsiku, kuyambira 2021 Ndi chipwirikiti cha A-share index mpaka pano, kufalikira kwa gulu lamphamvu la hydrogen. tinganene kuti “mvula yabwino pambuyo pa chilala chachitali”.

kuphatikiza mtengo wagawo kapena kusiyanitsa mawonekedwe ake?

Kuchokera pakuwona msika wachiwiri, mawonekedwe amakampani opanga ma photovoltaic angakhalenso kuphatikizira mitengo yamagawo.

Mu 2020, mtengo wamasheya ndi mtengo wamsika wamakampani opanga ma photovoltaic akudziko langa zidabweretsa kukula koopsa.Pakati pawo, pali makampani 11 omwe angotchulidwa kumene, ndipo makampani otsogola amasangalatsidwa kwambiri ndi osunga ndalama.Kuwonjezeka kawiri kapena katatu kwa mtengo wamtengo wapatali kumawoneka ngati mlingo wamba, ndipo kuwonjezeka katatu kapena kanayi sikwachilendo.Longi, Tongwei ndi Sungrow akhala chisankho choyamba kwa makampani a photovoltaic kuti azigwiritsa ntchito ndalama mpaka kumayambiriro kwa February chaka chino, makampani a photovoltaic adakali otchuka kwambiri pamsika wachiwiri.

Koma kuyambira pakati pa mwezi wa February, mtengo wamtengo wapatali wamakampani a photovoltaic pamapeto pake "wagwa pansi pa guwa."Malingana ndi deta, magawo a Longi adatsika kuchokera pamwamba pa 123 yuan chaka chino mpaka pansi pa 76.79 yuan, kuchepa kwa 37.56%;Sungrow watsika kuchokera pamwamba pa yuan 119.09 wa chaka chino kufika pa 62.77 yuan, kuchepa ndi 47.29%;Magawo a Tongwei adatsika kuchokera pamalo apamwamba kwambiri a 54.09 yuan chaka chino, adatsika mpaka 34.12 yuan, kutsika kwa 36.90%.

Mitengo yamakampani a photovoltaic yagwa kwambiri.Kumbali imodzi, kuyambira 2020 mpaka kumayambiriro kwa chaka chino, chiwonjezekocho ndi chachikulu kwambiri, chapamwamba kuposa chiwonjezeko cha phindu chomwe chinanenedweratu ndi ntchitoyo, ndipo ziwirizi sizikugwirizana.Kuonjezera apo, kuyimitsidwa kwa makampani ena kwachititsa kuti osunga ndalama ambiri ayambe kudzidalira komanso wina ndi mzake.Kumbali ina, kuwonjezeka kwa mtengo wa zipangizo za silicon kwakhudza kwambiri chitukuko cha photovoltaics chaka chino.Ngakhale kuti anthu ambiri m'makampani amaneneratu kuti mphamvu yatsopano yoyika chaka chino idzapitirira 2020, mtengo wa zipangizo za silicon wakwera motsatizana, zomwe zachititsa kuti mafakitale azivutika kwambiri, zinthu zonse sizikhala zabwino.

Chifukwa chake,makampani opanga ma photovoltaic ayenera kupanga mapangidwe osiyanasiyana kuti aphatikize mitengo yawo yagawo kuti apewe kutsika kwina..Ziwirizi sizikutsutsana.Chifukwa chake, mafakitale omwe ali ndi chiyembekezo chotukuka akhala chisankho choyamba.

Polengeza za kupeza kwa LONGi kwa magawo a Sente, adanena kuti kupeza kumeneku kudzathandiza kulimbikitsa mgwirizano wamalonda wamagulu onse awiri, kupereka masewera athunthu ku ubwino wa magawo a Sente pakupanga mapangidwe ndi kukonza denga, ndikuphatikiza ubwino wa magawo a LONGi mu BIPV. kupanga zinthu, Maphwando awiriwa apanga limodzi chitukuko cha bizinesi pamsika waukulu wa zomangamanga.Zidzathandiza kampaniyo kukulitsa kukula kwa misika yogawidwa ndikukulitsa zochitika zogwiritsira ntchito zinthu za photovoltaic.Ndipo BIPV ndi msika wama triliyoni m'maso mwa anthu ambiri ogulitsa mafakitale.

Chiyembekezo cha mphamvu ya haidrojeni chimatengedwa kuti ndi mafakitalendi mtengo wapachaka wachuma wopitilira ma yuan 10 thililiyoni.Magawo a Longji sangakhale chimphona chomaliza kuwoloka malire.Zowonadi, mphamvu ya photovoltaic ndi haidrojeni imathanso kupereka sewero lathunthu kumphamvu ya synergistic, kukulitsa limodzi, ndikukwaniritsa cholinga cha kusalowerera ndale kwa kaboni posachedwa!