Sei LONGi, Inotungamira Photovoltaic Kambani, ichigadzira Hydrogen mumaindasitiri?

Musika wetiriyoni gumi uri pedyo nekona?

Yakavambwa muna 2000, Longi ikambani inotarisa pane monocrystalline silicon tekinoroji.Iine monocrystalline silicon wafers uye photovoltaic modules sezvigadzirwa zvayo zvikuru, inobatanidzwa mune yakadzika sero, module, magetsi chiteshi kuvaka uye kushanda uye kugadzirisa masevhisi, uye yakanyatsobatanidzwa.Chemical Photovoltaic Industry Company.

Pasi pekukurudzira kwezvirongwa mumakore achangopfuura, indasitiri yephotovoltaic yakakurumidza kukurumidza, kunyanya muna 2020, chiyero cheiyo nyowani yakaiswa inokwira ne60% gore-pa-gore.Semutungamiri weindasitiri, migove yeLongji yakabatsirawo zvikuru.Mumwedzi gumi nemiviri yapfuura, mutengo wayo wemari wakawedzera ne245%, uye mutengo wayo wepamusoro wemusika wakambove pedyo ne490 bhiriyoni, iyo inogona kutorwa seyakanyanya kujeka chinangwa mumusika mukuru.

Data source: Snowball

LONGi's revenue data ye2019 yakapfuura 30 bhiriyoni, uye iyo yakazara mari muzvikamu zvitatu zvekutanga zve2020 yakapfuura iyo yegore rose ra2019;uyezve, iyo yapfuura 2020 performance yekufungidzira yeLONGi yakafanotaura kuti mambure emubairo wemubereki achave 8.2 bhiriyoni kusvika 86 miriyoni.100 mamiriyoni eyuan, kuwedzera kwe60% gore negore;hazvisi kuwedzeredza kutaura kuti pakati pemakambani e photovoltaic akazivisa maitiro avo,Longi ine kuita kwakanakisa kwegore rapfuura.

Data Source: Mhepo

Kubva pakuona kwekuita pundutso, LONGi ine mabhenefiti ari pachena muindasitiri iyi:iyo gross profit margins emabhizimusi maviri epakati, photovoltaic silicon wafers uye photovoltaic modules, akakwira zvakanyanya kupfuura avhareji yeindasitiri., uye gaka nevamwe vakwikwidzi vakuru riri pachena zvakare.

Panyaya yechinzvimbo chemusika, yepasi rose silicon wafer yekugadzira huwandu hunenge huchingogadzwa nemakambani epamba, uye chinzvimbo chehutungamiriri hwepasi rose cheLONGi chakasimba: iyo kambani silicon wafer yekugadzira inokwana 37% yeindasitiri yese, inomira pekutanga muindasitiri uye inotungamira. yechipiri Zhonghuan negumi muzana mapoinzi.

Mumusika wechikamu, kubva pamaonero ekutakura chinzvimbo, Longi yepasi rose kutumira chinzvimbo kubva 2017 kusvika 2019 ndiyo yechina yepasirese, uye huwandu hwayo hwekugadzira uye chikamu chemusika chakawedzera nekukurumidza, uye inotarisirwa kupinda maviri epamusoro muna 2020.

Sei mutungamiri we photovoltaic ane kukosha kwemusika wepamusoro, chiyero chikuru, simba rakasimba uye nzvimbo yepamusoro yemusika achida kuyambuka-industry hydrogen kugadzirwa?

Chekutanga pane zvese, kugadzirwa kwehydrogen ndeimwe yeazvino akajeka-akavakirwa maindasitiri: muna 2019, simba rehydrogen rakaverengerwa mu "Government Work Report" kekutanga,kunyatsokurudzira kusimudzira kuvakwa kwehydrogen refueling uye zvimwe zvivako.Muzvikamu zviviri muna 2021, "carbon neutrality" uye "carbon peaking" zvakasanganisirwa mumushumo webasa rehurumende kekutanga, zvichiva zvinangwa zvenyika zvinofanirwa kuzadzikiswa panosvika 2060.

Chechipiri, seyakachenesesa yechipiri simba sosi parizvino, iyo by-chigadzirwa chehydrogen imvura, iyoinoita basa rakakosha mukuwana zero carbon emissions mune ramangwana.Kukura kweindastiri kunovimbiswa uye tarisiro iri kuvimbisa: Zvinoenderana nedata reChina Hydrogen Energy Alliance, China yekugadzira hydrogen muna 2018 inenge 21 miriyoni matani, ine mugove wemusika weinenge 2.7% yeiyo yakazara terminal simba;inofungidzirwa kuti ne2050, simba rehydrogen richaita zvinopfuura 10% yeChina terminal energy system, uye kudiwa kuchave pedyo ne6,000 matani, iyo inogona kuderedza mamiriyoni mazana manomwe ematani e carbon dioxide.Iko kukosha kwegore rekubuda kweiyo maindasitiri cheni inotarisirwa kusvika 12 trillion.

Kunyangwe 2050 ichiri kure, panofanirwa kuve nemikana mumaindasitiri anofarirwa zvakanyanya nemitemo mikuru yenyika.Isarudzo ine musoro kuti Longi apinde mairi uye atsvage budiriro.

Chii zvakare, photovoltaics uye hydrogen kugadzirwa inoenderana yakanaka.

Ndezvipi zvinobatsira zvekugadzira photovoltaic hydrogen?

Zvinoenderana nekwakabva kugadzirwa, haidrojeni inogona kukamurwa kuita zvikamu zvitatu: "grey hydrogen" (kugadzirwa kwehydrogen kubva kumafuta emafuta), "blue hydrogen" (industrial by-product hydrogen), uye "green hydrogen" (kugadzirwa kwehydrogen kubva kusimba rinogoneka. ne electrolysis).

Iyo photovoltaic hydrogen kugadzirwa iyo Longi yakapinda panguva ino ndeyekushandisa magetsi anogadzirwa ne photovoltaic magetsi zviteshi panzvimbo munzvimbo dzakapfuma mune chiedza zviwanikwa, electrolyze mvura kugadzira haidrojeni, uye wozoitakura kuenda kwainoenda kuburikidza nepombi kana imwe nzira yekufambisa.Photovoltaic hydrogen kugadzirwa ndiyo yakajairika girinhi yehydrogen.Kuenzaniswa nehuwandu hukuru hwe "grey hydrogen" inoshandiswa pari zvino, inenge isina kabhoni emissions panguva yekugadzira, inova nzira yehunyanzvi yezvakatipoteredza.

Panguva imwecheteyo, kugadzirwa kwehydrogen zvakare kunowedzera kune photovoltaic simba rekugadzira tekinoroji, iyo inogona kune imwe nhanho kugadzirisa matambudziko akareba epamusoro photovoltaic simba rekugadzira marara mwero uye shanduko huru mukugadzira simba.

        Photovoltaic simba rekugadzira marara mwero: Iyo muzana yemagetsi ekugadzira iyo yakaraswa zvachose pasina kupinda mugidhi remagetsi, pasina chero kushandiswa kunoshanda.

Sechitubu chitsva chesimba, iyo tidal hunhu hwe photovoltaics iri pachena, uye mumamiriro ezvinhu akajairika, nzvimbo yangu ine chiedza-inopfumisa nzvimbo iri kure nenzvimbo yekuremerwa kwemagetsi, uye kusawirirana kwekupa uye kudiwa kunowanzoitika, izvo zvisingakodzeri kuchengetedzwa. uye kugadzikana kwegedhi remagetsi, uye kune mamwe matambudziko mukubatanidza grid.Panguva imwecheteyo, kuchinja kwemagetsi kunokonzera matambudziko ekushandiswa kwemagetsi.Kunyangwe iyo yekudzikisira mwero wemumba photovoltaic simba rekugadzira isiri yakakura mumakore achangopfuura, iyo yenyika avhareji yekuderedzwa mwero muna 2020 inenge 2%, asi chiyero chekudzikisira chichiri kuchamhembe kwakadziva kumadokero uko kushandiswa kwemagetsi kwakaoma.Inenge 4.8%.

Mukupindura kune photovoltaic simba rekugadzira tsvina, iyo State Grid ikozvino inokurudzira kuwedzerwa kwekutsigira zvivako zvekuchengetedza simba munzvimbo dze photovoltaic dzakadzika, kana pa-site digestion.Hydrogen energy ndiyo yakanaka simba rekubatanidza svikiro-kuburikidza nekushandisa simba rinogadzirwa ne photovoltaic generator sets ku electrolyze mvura kuti ibudise hydrogen panzvimbo, kuchengetedza simba uye peak shaving inogona kuitika panguva imwe chete, kuderedza tsvina inokonzerwa nekusawirirana kwekupa uye kudiwa., Kuvandudza kushanduka kwe photovoltaic system, uye wozogadzirisa matambudziko maviri makuru ekuchengetedza uye grid connection..

Panguva imwecheteyo, kuwirirana pakati pekugadzirwa kwehydrogen uye photovoltaics kunobatsirawo kutungamira kuwana magetsi akachipa nemagetsi ekugadzira hydrogen.Iyi zvakare yakanakira kukunda-kuhwina modhi yeindasitiri yekugadzira hydrogen uko mutengo wemagetsi ndiwo mutengo wepakati.

Panyaya yekushandiswa kwemaindasitiri, kushandiswa kwemaindasitiri uye zvekufambisa ndiwo maviri akajeka ekushandisa mamiriro ehydrogen simba.Kune maviri azvino maindasitiri anoshandisa simba rakawanda, simba rehydrogen rinotarisirwa kutsiva masimba echinyakare, kubatsira mukushandurwa kwehuwandu hwekugadzira-emission, uye kuderedza carbon emission pressure.

Zvinoenderana nedata kubva kuChina Hydrogen Energy Alliance, muna 2050, kushandiswa kwehydrogen muchikamu chekufambisa kunotarisirwa kusvika 24.58 miriyoni matani, inoverengera 19% yehuwandu hwekushandiswa kwesimba, izvo zvakaenzana nekuderedza kushandiswa kwemafuta asina kuchena nematani 83.57 miriyoni. ;Kushandiswa kwehydrogen muchikamu cheindasitiri kunotarisirwa kusvika pamamiriyoni makumi matatu nemazana manomwe ematani, zvakaenzana neKuti uderedze kushandiswa kwematani 170 miriyoni emarasha akajairwa-ese seti yedata akakosha zvikuru pakuzadzikiswa kweiyo terminal zero emissions.