2021-04-12
Emva kokunyuka komthamo omtsha ofakiweyo ngo-2020, i-photovoltaics idlala indima ebaluleke kakhulu kumandla avuselelekayo, kwaye iinkampani ze-photovoltaic ziye zaba yingqwalasela kuzo zonke iindlela zobomi.
Noko ke, kutshanje, Xi'an Longi Green Energy Venture Capital Management Co., Ltd. kunye Shanghai Zhuqueying Private Equity Investment Fund Partnership (Limited Partnership) ngokubambisana ngenkxaso-mali ukusekwa Xi'an Longi Hydrogen Technology Co., Ltd., ngamnye ebambe 60 I-% kunye ne-40% yezabelo ngokulandelelanayo.Inkunzi ebhalisiweyo yi-yuan yezigidi ezingama-300, ephawulaUkungena ngokusesikweni kukaLongi kumandla e-hydrogen.
I-LONGi Hydrogen ikhokelwa buqu nguMnu. Li Zhenguo, umsunguli we-LONGi Co., njengomntu osemthethweni, usihlalo kunye nomphathi jikelele we-Longji Hydrogen.Kuyabonakala ukuba iQela leLongi lincamathela ukubaluleka okukhulu kwiLongi Hydrogen Energy.
Nangona zombini i-photovoltaic kunye ne-hydrogen amandla yimithombo yamandla ecocekileyo, uxhulumaniso phakathi kwezi zibini alusondele.Njengeendlela kunye noololiwe zombini iindlela zothutho, iindlela zabo zokusebenza ezahlukeneyo zahluke kakhulu.Ukungena kukaLongi kumandla e-hydrogen sele kukwi-Cross-industry.
Enyanisweni, ukungena kwamandla e-hydrogen akusikho okokuqala ukuba inkokheli ye-photovoltaic i-Longi izabelo ziye zawela imboni.Kungekudala, ngo-Matshi 4, uLongi wakhupha isibhengezo sokukhumbuza ngesivumelwano sokudlulisa inxalenye ye-equity ye-Sente.Kubhengezwe ukuba uLongi uza kufumana i-27.25% yezabelo zeSente ngemali eziinkozo ngokutshintshela isivumelwano.Ingqwalasela iyonke kule ntengiselwano yi-1.635 yeebhiliyoni zeeyuan.Emva kokugqitywa kwentengiselwano, uLongi uya kuba ngumnini wesabelo esikhulu seSente.
Ngokutsho kwedatha, i-Sente yinkampani ehamba phambili yomboneleli wenkonzo edibeneyo yokwakhiwa kweenkqubo zokuvala isinyithi.Iimveliso zayo eziphambili zibandakanya iipaneli zentsimbi ezidibeneyo zamakhethini, iipaneli zentsimbi ezinophahla olulodwa (i-aluminium-magnesium-manganese alloy panels, iipaneli zepeyinti ezicwecwe) kunye nokwahlula.Iiphaneli ze-acoustic barriers ngoku zenze amacandelo amabini amashishini amakhulu, iinkqubo zokuvala isinyithi kunye neenkqubo zokulawula ingxolo, kwaye iimveliso zabo zisetyenziswa ngokubanzi kwizakhiwo zoshishino, izakhiwo zoluntu kunye nobunjineli bezithuthi.
Kuyabonakala ukubaakukho nxibelelwano luqinileyo phakathi kweSente kunye neshishini eliphambili likaLongi, ii-photovoltaics.Kwiinyanga ezine ezidlulileyo ngo-2021, i-Longi, eyona nkampani ibaluleke kakhulu ye-photovoltaic emhlabeni, uye wahambisa i-cross-industry deployments ezimbini.Ngokuqinisekileyo, ngaphezu kwezabelo zeLongi, ezinye iinkampani ze-photovoltaic azizange ziwe ngasemva.
Ngomhla we-18 ka-Matshi, i-Sungrow, inkokeli ye-photovoltaic inverters, ikhuphe amandla okuqala kunye nenkulu ye-SEP50 ye-PEM ye-hydrogen electrolyzer e-China.Kuxelwa ukuba le electrolyzer incinci ngobukhulu kwaye ilula ngobunzima, kwaye ifaneleke ngakumbi kwizicelo ezithintekayo kwindawo yomhlaba okanye indawo yokuthunyelwa.Ifanelekile kwiindidi ezahlukeneyo zeendlela zokusetyenziswa kwe-hydrogen kwaye ifanele umoya kunye nokufikelela kumandla womnatha wogcino lwelanga.Ikwayimveliso yamandla e-hydrogen, ayihambelani ngokusondeleyo neshishini le-Sungrow le-photovoltaic inverter ephambili.
Ukujonga kulungiselelo lweenkampani ezimbini eziphambili zeLongi kunye neSungrow ngo-2021, kubonakala ngathi i-cross-industry iye yaba yimvumelwano, kwaye inqaku eliqhelekileyo kwezi zimbini kukuba.banomdla omkhulu kumandla e-hydrogen.
Izibalo zibonisa ukuba imfuno yangoku yehlabathi yamandla e-hydrogen imalunga ne-60 yezigidi zeetoni ngonyaka, kwaye imfuno yasekhaya imalunga ne-30 yezigidi zeetoni.Ekubeni ukutshiswa kwehydrogen kungavelisi iigesi zegreenhouse, i-arhente iqikelela ukuba phantsi kwendlela eqhelekileyo yophuhliso lwekhabhoni ephantsi, imfuno yonyaka yehlabathi yamandla amatsha ehydrogen iya kufikelela kwiitoni zezigidi ezingama-25 kwiminyaka engama-30 ezayo.Ukuba oku kunyuswa konke kubonelelwa nge-photovoltaics, kuya kuzisa malunga ne-900GW ngonyaka.Yomthamo omtsha ofakiweyo.
Njengowona mthamo uphezulu wePV ofakiweyo wehlabathi, iChina igqithile kuma-250GW ekupheleni kuka-2020;iziko lophando elaziwayo i-IHS Markit liqikelela ukuba i-158GW ye-PV efakiweyo umthamo iya kongezwa kwi-2021, eyi-34% ephezulu kunoqikelelo lwe-2020. Ezi datha zimbini zivuyisa kakhulu kwimboni ye-photovoltaic yangoku.
Nangona kunjalo, xa kuthelekiswa nomthamo ofakiweyo wonyaka we-900GW, ibonakala incinci.Ngokomxholo opapashiweyo we “White Paper on China’s Hydrogen Energy and Fuel Cell Industry”, kuqikelelwa ukuba ngo-2050, imfuno ye-hydrogen yelizwe lam iya kufutshane ne-60 yezigidi zeetoni, kwaye ixabiso lonyaka lemveliso yezoqoqosho liya kudlula i-10 yetriliyoni ye-yuan. .Ngoko ke, kuye kwatsala ingqalelo yeenkampani ezininzi ze-photovoltaic, kwaye kungekhona kuphela iinkampani ze-photovoltaic.
Ngaphambi koku, iinkampani eziphambili ezifana ne-Great Wall Motors kunye ne-Sinopec zibhengeze izicwangciso zabo kwintsimi yamandla e-hydrogen, kunye nesixa esikhulu sotyalo-mali kunye nobubanzi obubanzi.Ngokwahlukileyo, ubudlelwane phakathi kweenkampani ze-photovoltaic kunye namandla e-hydrogen kunye nenkunzi etyalwe imali ayimangalisi.Nangona kunjalo, oku akuthinteli "ukunyuka" kweemarike zesibini.
Kungekudala emva kokuba uLongi ebhengeze ukungena kwayo kumandla e-hydrogen, amaxabiso ezabelo zeenkampani zamandla e-hydrogen anyuke kakhulu.Phakathi kwabo, i-Houpu, i-Furui Special Equipment, i-Meijin Energy, i-Kaimet Gas, i-Yuneng Holdings kunye nezinye izitokhwe ezingaphezu kwe-10 zinomda wazo wemihla ngemihla, ukuqala ngo-2021 kunye ne-A-share index enesiphithiphithi ukuza kuthi ga ngoku, ukuqhambuka kwecandelo lamandla e-hydrogen. kunokuthiwa “imvula entle emva kwembalela ende”.
Ukususela kumbono wemarike yesibini, i-cross-industry layout yeenkampani ze-photovoltaic nazo zinokuthi zidibanise amaxabiso ezabelo.
Ngo-2020, ixabiso lesitokhwe kunye nexabiso lemarike yeenkampani zelizwe lam ze-photovoltaic zingenise ukukhula okuqhumayo.Phakathi kwazo, zininzi kangange-11 iinkampani ezisanda kufakwa kuluhlu, kwaye iinkampani ezikhokelayo zinomdla ngakumbi ngabatyali-mali.Ukunyuka kwamaxesha amabini okanye amathathu kwixabiso lesitokhwe kubonakala nje kwinqanaba eliqhelekileyo, kwaye ukunyuka kwamaxesha amathathu okanye amane akuqhelekanga.I-Longi, i-Tongwei kunye ne-Sungrow ziye zaba yinto yokuqala yokukhetha kwiinkampani ze-photovoltaic zokutshala imali. Kuze kube ekuqaleni kukaFebruwari kulo nyaka, iinkampani ze-photovoltaic zazisaziwa kakhulu kwiimarike zesibini.
Kodwa ukususela phakathi kuFebruwari, ixabiso lesitokhwe kwiinkampani ze-photovoltaic ekugqibeleni "liwela phantsi esibingelelweni."Ngokutsho kwedatha, izabelo zeLongi zehla ukusuka kwinqanaba eliphezulu le-yuan ye-123 kulo nyaka ukuya kweyona nto iphantsi kwe-76.79 yuan, ukuhla kwe-37.56%;I-Sungrow yehle ukusuka kwelona liphezulu iyuan yalo nyaka li-119.09 ukuya kwelona lisezantsi le-62.77 yuan, lehle nge-47.29%;Izabelo zeTongwei zawa ukusuka kwelona nqanaba liphezulu lonyaka le-54.09 yuan, lawela kwelona nqanaba lisezantsi le-34.12 yuan, ukuhla kwe-36.90%.
Amaxabiso esitokhwe seenkampani ze-photovoltaic ziye zawa kakhulu.Ngakolunye uhlangothi, ukusuka kwi-2020 ukuya ekuqaleni kwalo nyaka, ukunyuka kukhulu kakhulu, kuphezulu kunokwenyuka kwenzuzo okuxelwe kwangaphambili ngokusebenza, kwaye ezimbini azifani.Ukongezelela, ukunqunyanyiswa kwezinye iinkampani kuye kwabangela ukuba abatyali-mali abaninzi baphelelwe yintembelo yaye omnye emva komnye.Ngakolunye uhlangothi, ukunyuka kwexabiso lezinto ze-silicon kunempembelelo enkulu ekuphuhliseni i-photovoltaics kulo nyaka.Nangona abantu abaninzi kwishishini baqikelela ukuba umthamo omtsha ofakiweyo walo nyaka uya kudlula i-2020, ixabiso lezinto ze-silicon liye lanyuka ngokulandelelana, eliye labangela i-industrial chain Ngaphantsi koxinzelelo oluninzi, imeko iyonke ayinathemba.
Ngoko ke,Iinkampani ze-photovoltaic kufuneka ziphuhlise uyilo olwahlukeneyo ukuhlanganisa amaxabiso ezabelo zabo ukuze kuthintelwe ukuhla okungaphezulu..Ezi zimbini aziphikisani.Ke ngoko, amashishini anethemba lophuhliso olubanzi abe lukhetho lokuqala.
Kwisibhengezo sokufunyanwa kwe-LONGi yezabelo ze-Sente, yathi le nzuzo iya kunceda ukukhuthaza ukuhlanganiswa kwezoshishino lwamaqela omabini, ukunika umdlalo opheleleyo kwiinzuzo zezabelo ze-Sente ekwakheni ukwakhiwa kwephahla kunye nokugcinwa, kunye nokudibanisa inzuzo yezabelo ze-LONGi kwi-BIPV. ukwenziwa kwemveliso, La maqela mabini aya kuthi ngokudibeneyo aphuhlise uphuhliso lweshishini kwimakethi enkulu yokwakha yoluntu.Kuya kunceda inkampani yandise umda weemarike ezisasazwayo kwaye yandise iimeko zesicelo seemveliso ze-photovoltaic.Kwaye i-BIPV yintengiso yetriliyoni-yenqanaba emehlweni abantu abaninzi abangaphakathi kwishishini.
Ithemba lamandla e-hydrogen lithathwa njengeshishiningexabiso lonyaka lemveliso yezoqoqosho engaphezulu kwe-10 yeetriliyoni zeeyuan.Izabelo zaseLongji ngokuqinisekileyo aziyi kuba sisigebenga sokugqibela ukuwela umda.Ngokuqinisekileyo, amandla e-photovoltaic kunye ne-hydrogen anokunika umdlalo opheleleyo kwi-synergistic effect, ukuphuhlisa kunye, kwaye ufezekise injongo yokungathathi hlangothi kwekhabhoni ngokukhawuleza!
Dongguan Slocable Photovoltaic Technology Co.,LTD.
Yongeza:I-Guangda Manufacturing Hongmei Science and Technology Park, No. 9-2, iCandelo leHongmei, iWangsha Road, iDolophu yaseHongmei, iDongguan, iGuangdong, iChina
I-TEL: 0769-22010201
