Longi na Sungrow bafite inganda zinyuranye, guhuza igiciro cyimigabane cyangwa gutandukanya imiterere yabyo?

Nyuma yo kwiyongera k'ubushobozi bushya bwashyizweho muri 2020, amafoto y’amashanyarazi agira uruhare runini mu mbaraga zishobora kuvugururwa, kandi amasosiyete y’amashanyarazi nayo yabaye intandaro y’ingeri zose.

Ariko, vuba aha, Xi'an Longi Green Energy Venture Capital Management Co., Ltd. hamwe na Shanghai Zhuqueying Private Equity Investment Fund Partnership (Limited Partnership) bafatanije gutera inkunga ishingwa rya Xi'an Longi Hydrogen Technology Co., Ltd., buri wese afite 60 % na 40% by'imigabane uko bikurikirana.Imari shingiro yanditswe ni miliyoni 300 Yuan, irangaLongi yinjiye muburyo bwa hydrogène.

LONGi Hydrogen ku giti cye iyobowe na Bwana Li Zhenguo, washinze LONGi Co, nk'umuntu wemewe n'amategeko, umuyobozi akaba n'umuyobozi mukuru wa Longji Hydrogen.Birashobora kugaragara ko Longi Group iha agaciro gakomeye ingufu za Longi Hydrogen.

Nubwo ingufu za Photovoltaque na hydrogen ari isoko yingufu zisukuye, ihuriro ryombi ntiri hafi.Nkuko umuhanda na gari ya moshi byombi ari uburyo bwo gutwara abantu, uburyo bwabo bwo gukora buratandukanye cyane.Longi yinjira mumashanyarazi ya hydrogène yamaze kwambukiranya inganda.

Imiterere ihuza inganda z'abayobozi bifotora

Mubyukuri, kwinjiza ingufu za hydrogen ntabwo aribwo bwa mbere umuyobozi wa Photovoltaic Longi asangiye inganda.Vuba aha, ku ya 4 Werurwe, Longi yatanze itangazo ryo kwibutsa ku masezerano yo kwimura igice cy'imigabane ya Sente.Biratangazwa ko Longi azabona 27.25% byimigabane ya Sente mumafaranga hakoreshejwe ihererekanyabubasha.Ibitekerezo byose kuri ubu bucuruzi ni miliyari 1.635.Nyuma yo kurangiza ibikorwa, Longi azaba umunyamigabane wa kabiri munini wa Sente.

Dukurikije amakuru, Sente n’inganda ziyobora serivise zitanga serivise zo kubaka ibyuma bifunga ibyuma.Ibicuruzwa byayo byingenzi birimo ibyuma bikomatanya umwenda ukingiriza urukuta, icyuma gisakaye icyuma kimwe (panneum ya aluminium-magnesium-manganese, ibyuma bisize irangi) hamwe nibice.Panel barrière acoustique ubu yakoze ibice bibiri byingenzi byubucuruzi, sisitemu yo gufunga ibyuma na sisitemu yo kugenzura urusaku, kandi ibicuruzwa byabo bikoreshwa cyane mumazu yinganda, inyubako rusange nubwubatsi bwumuhanda.

Birashobora kugaragara konta sano rikomeye riri hagati yubucuruzi bukuru bwa Sente na Longi, Amashusho.Mu mezi ane ashize mu 2021, Longi, isosiyete ikora amafoto y’amashanyarazi akomeye ku isi, yakoze ibikorwa bibiri byoherezwa mu nganda.Nibyo, usibye imigabane ya Longi, andi masosiyete yifotora ntago yasubiye inyuma.

Ku ya 18 Werurwe, Sungrow, umuyobozi muri inverters ya Photovoltaque, yashyize ahagaragara ingufu za mbere nini nini nini SEP50 PEM hydrogen electrolyzer mu Bushinwa.Biravugwa ko iyi electrolyzer ari ntoya mubunini n'umucyo muburemere, kandi irakwiriye cyane kubisabwa byunvikana kubutaka cyangwa aho byoherejwe.Irakwiriye muburyo butandukanye bwo gukoresha hydrogène ikoreshwa kandi irakwiriye kubona ingufu z'umuyaga n'izuba bibika ingufu.Nibicuruzwa byingufu za hydrogène, ntabwo bifitanye isano rya hafi nubucuruzi bukuru bwa Photovoltaic inverter.

Urebye ku miterere y’amasosiyete abiri akomeye ya Longi na Sungrow mu 2021, birasa nkaho inganda zinyuranye zahindutse ubwumvikane, kandi ingingo rusange ihuriweho ni ukobashishikajwe cyane ningufu za hydrogen.

Amahirwe yagutse yingufu za hydrogen

Imibare irerekana ko muri iki gihe isi ikenera ingufu za hydrogène ari toni miliyoni 60 ku mwaka, naho imbere mu gihugu ni toni miliyoni 30.Kubera ko gutwika hydrogène bidatanga imyuka ihumanya ikirere, iki kigo kivuga ko mu gihe rusange cy’iterambere ry’iterambere rya karubone nkeya, ku isi hose ingufu za hydrogène ku mwaka zizagera kuri toni miliyoni 25 mu myaka 30 iri imbere.Niba ibyo byiyongereye byose bitangwa na Photovoltaics, bizazana 900GW kumwaka.Ubushobozi bushya bwashyizweho.

Nk’ubushobozi bwa PV bwashyizwe hejuru ku isi, Ubushinwa bwarenze 250GW mu mpera za 2020;ikigo kizwi cyane cy’ubushakashatsi IHS Markit giteganya ko 158GW y’ingufu za PV zizongerwaho mu 2021, kikaba kiri hejuru ya 34% ugereranije n’uko byari byateganijwe muri 2020. Aya makuru yombi arashimishije cyane ku nganda zifotora n’ubu.

Ariko, ugereranije nubushobozi buri mwaka bwashyizweho bwa 900GW, bisa nkaho ari bito.Dukurikije ibikubiye mu gitabo cyitwa “Impapuro zera ku ngufu za hydrogène y’inganda n’inganda zikomoka kuri peteroli”, bivugwa ko mu 2050, igihugu cyanjye gikenera hydrogène kizaba hafi toni miliyoni 60, kandi umusaruro w’ubukungu w’umwaka uzarenga tiriyari 10 .Kubwibyo, yakwegereye ibitekerezo byamasosiyete menshi yifotora, kandi ntabwo aribigo byamafoto gusa.

Mbere yibi, amasosiyete akomeye nka Great Wall Motors na Sinopec yatangaje gahunda zayo mu bijyanye n’ingufu za hydrogène, hamwe n’ishoramari ryinshi n’urwego runini.Ibinyuranye, umubano hagati yamasosiyete yifotora ningufu za hydrogène nigishoro cyashowe ntabwo bitangaje.Ariko, ibi ntibibuza "kwiyongera" kw'isoko rya kabiri.

        Nyuma gato yuko Longi atangaje ko yinjiye mu mbaraga za hydrogène, igiciro cy’imigabane cy’amasosiyete y’ingufu za hydrogène cyazamutse cyane.Muri byo, Houpu, Ibikoresho bidasanzwe bya Furui, Ingufu za Meijin, Gaimet Gaimet, Yuneng Holdings hamwe n’ibindi bigega birenga 10 bifite imipaka yabyo ya buri munsi, guhera mu 2021 Hamwe n’igipimo cy’imigabane ya A-imigabane kugeza ubu, icyorezo rusange cy’ingufu za hydrogène birashobora kuvugwa "imvura nziza nyuma y amapfa maremare".

guhuriza hamwe igiciro cyimigabane cyangwa gutandukanya imiterere yacyo?

Urebye ku isoko rya kabiri, imiterere ihuza inganda z’amafoto y’amashanyarazi nayo irashobora gushimangira ibiciro byimigabane.

Muri 2020, igiciro cyimigabane nagaciro kisoko ryamasosiyete yigihugu yifotoza amashanyarazi yatangije iterambere riturika.Muri byo, hari ibigo bigera kuri 11 byashyizwe ku rutonde, kandi amasosiyete akomeye arashishikarira cyane abashoramari.Kwiyongera inshuro ebyiri cyangwa eshatu kubiciro byimigabane bisa nkurwego rusanzwe, kandi kwiyongera inshuro eshatu cyangwa enye ntibisanzwe.Longi, Tongwei na Sungrow babaye amahitamo ya mbere ku masosiyete y’amafoto ashora imari. Kugeza mu ntangiriro za Gashyantare uyu mwaka, amasosiyete y’amafoto yari akunzwe cyane ku isoko rya kabiri.

Ariko guhera hagati muri Gashyantare, igiciro cyimigabane yamasosiyete yifotora amaherezo "yamanutse ku gicaniro."Nk’uko imibare ibigaragaza, imigabane ya Longi yavuye ku isonga ry’uyu mwaka 123 yu mwaka igera ku gipimo cya 76.79, igabanuka rya 37.56%;Sungrow yavuye ku isonga ry’uyu mwaka 119,09 yu munsi igera ku gipimo cyo hasi ya 62.77, igabanuka rya 47.29%;Umugabane wa Tongwei wagabanutse uva kuri uyu mwaka hejuru ya 54.09 yuan, wagabanutse kugera ku gipimo cyo hasi ya 34.12, ugabanuka kwa 36.90%.

Ibiciro byimigabane yamasosiyete yifotora yagabanutse cyane.Ku ruhande rumwe, guhera mu 2020 kugeza mu ntangiriro z'uyu mwaka, kwiyongera ni binini cyane, birenze inyungu ziyongera zahanuwe n'imikorere, kandi byombi ntibihuye.Byongeye kandi, ihagarikwa ryamasosiyete amwe yatumye abashoramari benshi batakaza ikizere kandi umwe umwe.Ku rundi ruhande, izamuka ry’ibiciro by’ibikoresho bya silicon ryagize uruhare runini mu iterambere ry’amafoto y’uyu mwaka.Nubwo abantu benshi mu nganda bateganya ko uyu mwaka ubushobozi bushya bwashyizweho buzarenga 2020, igiciro cyibikoresho bya silikoni cyazamutse gikurikiranye, ibyo bikaba byaratumye urwego rw’inganda Mu gitutu kinini, ibintu muri rusange ntabwo ari byiza.

Kubwibyo,amasosiyete ya Photovoltaque akeneye gushyiraho uburyo butandukanye kugirango ahuze ibiciro byimigabane kugirango yirinde kugabanuka.Byombi ntabwo bivuguruzanya.Kubwibyo, inganda zifite iterambere ryagutse zabaye ihitamo ryambere.

Mu itangazo ry’uko LONGi yaguze imigabane ya Sente, yavuze ko uku kugura bizafasha mu guteza imbere ubucuruzi bw’impande zombi, gutanga umukino wuzuye ku nyungu z’imigabane ya Sente mu kubaka igishushanyo mbonera no kubungabunga, no guhuza ibyiza by’imigabane ya LONGi muri BIPV gukora ibicuruzwa, Amashyaka yombi azafatanya guteza imbere ubucuruzi mumasoko manini yubwubatsi rusange.Bizafasha uruganda kwagura amasoko yagabanijwe no kwagura porogaramu zikoreshwa mubicuruzwa bifotora.Kandi BIPV nisoko ryo murwego rwa tiriyari imbere yabantu benshi binganda.

Ibyiringiro byingufu za hydrogène bifatwa nkingandahamwe n’umusaruro w’ubukungu w’umwaka urenga miliyoni 10.Umugabane wa Longji rwose ntuzaba igihangange cya nyuma cyambutse umupaka.Birumvikana ko ingufu za Photovoltaque na hydrogène nazo zishobora gutanga umukino wuzuye mubikorwa byo guhuza imbaraga, gutera imbere hamwe, no kugera kuntego yo kutabogama kwa karubone vuba bishoboka!