Longi neSungrow ine-cross-indasitiri imwe mushure meimwe, kubatanidza mutengo wekugoverana kana kusiyanisa marongerwo ayo?

Mushure mekuvhiyiwa mune hutsva hwakaisirwa huwandu muna 2020, photovoltaics inoita basa rinowedzera kukosha musimba rinodzokororwa, uye makambani ephotovoltaic avewo chinangwa chekutariswa kubva kumatanho ese ehupenyu.

Nekudaro, nguva pfupi yadarika, Xi'an Longi Green Energy Venture Capital Management Co., Ltd. uye Shanghai Zhuqueying Private Equity Investment Fund Partnership (Limited Partnership) vakabatana mari yekuvamba Xi'an Longi Hydrogen Technology Co., Ltd., imwe neimwe inobata makumi matanhatu % uye 40% yezvikamu zvakateerana.Iro rakanyoreswa capital i300 miriyoni yuan, iyo inoratidzaKupinda kwaLongi musimba rehydrogen.

LONGi Hydrogen inotungamirirwa naVaLi Zhenguo, muvambi weLONGi Co., semunhu wepamutemo, sachigaro uye mutungamiri mukuru weLongji Hydrogen.Zvinogona kuoneka kuti Longi Boka rinokoshesa zvakanyanya kuLongi Hydrogen Energy.

Kunyange zvazvo zvose zviri zviviri photovoltaic uye hydrogen simba isimba rakachena, kuwirirana pakati pezviviri hakusi pedyo.Kungofanana nemigwagwa uye njanji ese ari maviri modhi yekufambisa, nzira dzadzo dzekushanda dzakasiyana.Kupinda kwaLongi muhydrogen simba kwatova Cross-industry.

Cross-industry marongerwo e photovoltaic vatungamiri

Kutaura zvazviri, kupinda kwehydrogen simba haisi nguva yokutanga iyo photovoltaic mutungamiri Longi anogovera akayambuka mhizha.Munguva pfupi yapfuura, munaKurume 4, Longi akapa chiyeuchidzo chiziviso pane chibvumirano chekuendesa chikamu chekuenzana kweSente.Zvinoziviswa kuti Longi achawana 27.25% yezvikamu zveSente mumari kuburikidza nechibvumirano chekuendesa.Iko kutariswa kwese kwekutengeserana uku i1.635 bhiriyoni yuan.Mushure mekupedzwa kwekutengeserana, Longi anozove wechipiri-mugoveri mukuru weSente.

Zvinoenderana nedata, Sente ndiye indasitiri inotungamira yakabatanidzwa sevhisi yekuvaka simbi yakavharirwa masisitimu.Zvigadzirwa zvaro zvikuru zvinosanganisira simbi inoumbwa nemaketeni emadziro mapaneru, simbi denga rimwe-layer mapaneru (aluminium-magnesium-manganese alloy mapaneru, akaputwa pendi mapaneru) uye partitions.Acoustic barriers panels ikozvino yaumba zvikamu zviviri zvebhizimusi, simbi yakavharirwa masisitimu uye masisitimu ekudzora ruzha, uye zvigadzirwa zvavo zvinoshandiswa zvakanyanya muzvivakwa zveindasitiri, zvivakwa zveveruzhinji uye engineering yemigwagwa.

Zvinogona kuonekwa kutihapana hukama hwakasimba pakati peSente nebhizimusi guru reLongi, photovoltaics.Mumwedzi mina yadarika muna 2021, Longi, iyo inonyanya kukosha pasi rose photovoltaic kambani, yakaita maviri akayambuka-indasitiri deployments.Zvechokwadi, kuwedzera kune zvikamu zveLongi, mamwe makambani e photovoltaic haana kuwira shure.

Musi waKurume 18, Sungrow, mutungamiri mune photovoltaic inverters, akaburitsa yekutanga uye yakakura simba SEP50 PEM hydrogen electrolyzer muChina.Zvinonzi electrolyzer iyi iduku muhukuru uye chiedza muhuremu, uye inonyanya kukodzera maapplication anonzwa kune ivhu kana nzvimbo yekuendesa.Inokodzera akasiyana siyana ehydrogen kugadzira application modes uye akakodzera mhepo uye solar kuchengetedza network simba rekuwana.Icho zvakare chigadzirwa chehydrogen simba, kwete padhuze hukama neSungrow's main photovoltaic inverter bhizinesi.

Tichitarisa kubva pakurongeka kwemakambani maviri anotungamira eLongi neSungrow muna 2021, zvinoita sekunge indasitiri yekudyidzana yave kubvumirana, uye chinowanzoitika chevaviri ndechekuti.vane kufarira kukuru musimba rehydrogen.

Tarisiro yakakura yesimba rehydrogen

Nhamba dzinoratidza kuti pasi rose kudiwa kwesimba rehaidhirojeni kunosvika matani 60 miriyoni pagore, uye kudiwa kwemumba kunoda kusvika matani mamiriyoni makumi matatu.Sezvo kupisa kwehydrogen kusingaburitse magasi egreenhouse, sangano iri rinofanotaura kuti pasi pemaitiro ekugadzira kabhoni shoma, kudiwa kwegore negore kwesimba idzva rehydrogen kuchasvika matani mamiriyoni 25 mumakore 30 anotevera.Kana izvi zvinowedzera zvese zvinopihwa ne photovoltaics, zvinounza nezve 900GW pagore.Yezvitsva zvakaiswa.

Seyepamusoro-soro pasi rose PV yakaiswa simba, China yakapfuura 250GW pakupera kwa2020;iyo inonyatsozivikanwa tsvakurudzo sangano IHS Markit inofanotaura kuti 158GW yePV yakaiswa simba ichawedzerwa muna 2021, iyo 34% yakakwirira kudarika iyo yakafanotaurwa muna 2020. Aya maviri data anonakidza zvikuru kune ikozvino photovoltaic industry.

Nekudaro, kana tichienzanisa neyepagore yakaiswa simba re900GW, inoita kunge idiki.Zvinoenderana nezvakaburitswa zve "White Paper paChina yeHydrogen Energy uye Fuel Cell Indasitiri", zvinofungidzirwa kuti panosvika 2050, kudiwa kwenyika yangu yehydrogen kuchave pedyo nemamiriyoni makumi matanhatu ematani, uye kukosha kwehupfumi hwepagore kuchapfuura 10 trillion yuan. .Nokudaro, yakakwezva kutarisa kwemakambani akawanda e photovoltaic, uye kwete chete photovoltaic makambani.

Izvi zvisati zvaitika, makambani anotungamira akadai seGreat Wall Motors neSinopec vakazivisa zvirongwa zvavo mumunda wesimba rehydrogen, nehuwandu hwekudyara uye huwandu hwakakura.Kusiyana neizvi, hukama pakati pemakambani ephotovoltaic uye hydrogen simba uye mari yakasimwa mari hazvishamise.Zvisinei, izvi hazvitadzisi "kuwedzera" kwemusika wechipiri.

        Nguva pfupi mushure mekunge Longi azivisa kupinda kwayo musimba rehydrogen, mitengo yemasheya yemakambani emagetsi ehydrogen yakakwira zvakanyanya.Pakati pavo, Houpu, Furui Special Equipment, Meijin Energy, Kaimet Gas, Yuneng Holdings uye mamwe anopfuura gumi mastock ane muganho wavo wezuva nezuva, kutanga muna 2021 Nekunetsekana kweA-share index kusvika parizvino, kubuda kwakabatana kweiyo hydrogen simba chikamu. zvinogona kunzi "mvura yakanaka mushure mekusanaya kwemvura kwenguva refu".

kubatanidza mutengo wemugove kana kusiyanisa marongerwo ayo?

Kubva pakuona kwemusika wechipiri, kuyambuka-industry marongerwo emakambani ephotovoltaic anogonawo kunge ari ekubatanidza mitengo yekugovana.

Muna 2020, mutengo wemasheya uye kukosha kwemusika kwemakambani emunyika yangu photovoltaic zvakaunza kukura kunoputika.Pakati pavo, kune akawanda anosvika gumi nerimwe makambani achangobva kunyorwa, uye makambani anotungamira anotonyanya kufarira nevanoita mari.Iko kaviri kana katatu kuwedzera kwemutengo wekutengesa kunoratidzika kunge kungova chiyero chepakati, uye katatu kana kana kuwedzera kuwedzera hakuna kujairika.Longi, Tongwei uye Sungrow vakave sarudzo yekutanga kumakambani e photovoltaic kuisa mari mukati. Kusvikira pakutanga kwaFebruary gore rino, makambani e photovoltaic akanga achiri kufarirwa zvikuru mumusika wechipiri.

Asi kutanga kubva pakati paFebruary, mutengo wemasheya emakambani ephotovoltaic pakupedzisira "unowira pasi kubva paatari."Maererano nedheta, migove yeLongi yakadonha kubva kune yepamusoro-soro yegore rino 123 yuan kusvika kune yakaderera ye76.79 yuan, kuderera kwe37.56%;Sungrow yakadzikira kubva papamusoro pegore rino 119.09 yuan kusvika yakaderera pa62.77 yuan, yakadzikira ne47.29%;Tongwei migove yakadonha kubva Gore rino yepamusoro-soro peiyo 54.09 yuan, yakawira pasi peiyo 34.12 yuan, kuderera kwe36.90%.

Mitengo yemitengo yemakambani ephotovoltaic yadonha zvakanyanya.Kune rumwe rutivi, kubva ku2020 kusvika pakutanga kwegore rino, kuwedzera kwakanyanya, kwakakwirira kudarika kuwedzera kwepurofiti inofanotaurwa nekuita, uye izvo zviviri hazvienderane.Pamusoro pezvo, kumiswa kwemamwe makambani kwakonzera kuti vanoisa mari zhinji vashaye chivimbo uye mumwe mushure memumwe.Kune rumwe rutivi, kuwedzera kwemutengo wesilicon zvinhu kwakave nekukanganisa kukuru pakugadzirwa kwe photovoltaics gore rino.Kunyangwe vanhu vazhinji vari muindasitiri vachifanotaura kuti gore rino hutsva hwakaiswa huchapfuura 2020, mutengo wesilicon zvinhu wakakwira zvakatevedzana, izvo zvakakonzera cheni yeindasitiri Pasi pekumanikidzwa kukuru, mamiriro ese haatarisiri.

Naizvozvo,photovoltaic makambani anofanirwa kuvandudza marongerwo akasiyana kuti abatanidze mitengo yavo yekugovana kuitira kudzivirira kudzikira..Izvo zviviri hazvipesani.Naizvozvo, maindasitiri ane tarisiro yakakura yebudiriro yave sarudzo yekutanga.

Muchiziviso chekutorwa kweLONGi kweSente shares, yakataura kuti kutora uku kuchabatsira kusimudzira bhizinesi rekubatanidzwa kwemapato maviri, kupa kutamba kwakazara kune zvakanakira Sente migove mukuvaka denga dhizaini nekugadzirisa, uye kusanganisa zvakanakira LONGi migove muBIPV. kugadzirwa kwechigadzirwa, mapato maviri aya achabatana kusimudzira bhizinesi mumusika wakakura wekuvaka weveruzhinji.Ichabatsira kambani kuwedzera chiyero chemisika yakagoverwa uye kuwedzera mamiriro ekushandisa ezvigadzirwa zve photovoltaic.Uye BIPV idhiriyoni-chikamu musika mumaziso evazhinji indasitiri mukati.

Tarisiro yesimba rehydrogen inoonekwa seindasitirinehuwandu hwepagore hwehupfumi hunodarika 10 trillion yuan.Migove yeLongji zvirokwazvo haizove hofori yekupedzisira kuyambuka muganhu.Ehe, photovoltaic uye hydrogen simba rinogonawo kupa kutamba kwakazara kune synergistic mhedzisiro, kukura pamwechete, uye kuzadzisa chinangwa chekusarerekera kabhoni nekukurumidza sezvinobvira!