I-Longi ne-Sungrow inemboni ehlukahlukene ngokulandelana, ihlanganisa intengo yamasheya noma ihlukanisa ukwakheka kwayo?

Ngemuva kokuhlinzwa komthamo omusha ofakiwe ngo-2020, ama-photovoltaics adlala indima ebaluleke kakhulu kumandla avuselelekayo, futhi izinkampani ze-photovoltaic nazo sezigxile kakhulu kuzo zonke izigaba zokuphila.

Nokho, muva nje, i-Xi'an Longi Green Energy Venture Capital Management Co., Ltd. kanye ne-Shanghai Zhuqueying Private Equity Investment Fund Partnership (Limited Partnership) ngokuhlanganyela baxhase ngezimali ukusungulwa kwe-Xi'an Longi Hydrogen Technology Co., Ltd., ngayinye ibambe ama-60 % kanye no-40% wamasheya ngokulandelana.Inhloko-dolobha ebhalisiwe yi-yuan eyizigidi ezingu-300, ephawulaUkungena kukaLongi ngokusemthethweni emandleni e-hydrogen.

I-LONGi Hydrogen iholwa mathupha nguMnu. Li Zhenguo, umsunguli we-LONGi Co., njengomuntu osemthethweni, usihlalo kanye nomphathi jikelele we-Longji Hydrogen.Kuyabonakala ukuthi iLongi Group ibheka ukubaluleka okukhulu kweLongi Hydrogen Energy.

Nakuba kokubili amandla e-photovoltaic ne-hydrogen kuyimithombo yamandla ahlanzekile, ukuxhumana phakathi kwalokhu okubili akusondele.Njengemigwaqo nezitimela zombili kuyizindlela zokuhamba, izindlela zazo zokusebenza zihluke kakhulu.Ukungena kukaLongi emandleni e-hydrogen sekuvele kuyi-Cross-industry.

Isakhiwo se-Cross-industry sabaholi be-photovoltaic

Eqinisweni, ukungena kwamandla e-hydrogen akukona okokuqala ukuthi umholi we-photovoltaic uLongi amasheya ewele imboni.Esikhathini esingeside esidlule, ngoMashi 4, uLongi ukhiphe isimemezelo sesikhumbuzo ngesivumelwano sokudlulisa ingxenye ye-equity ye-Sente.Kumenyezelwa ukuthi uLongi uzothola u-27.25% wamasheya akwaSente ngemali ngokudluliswa kwesivumelwano.Ingqikithi yokucatshangelwa kwalo msebenzi yi-1.635 billion yuan.Ngemuva kokuphothulwa komsebenzi, uLongi uzoba umnikazi wamasheya wesibili ngobukhulu e-Sente.

Ngokwemininingwane, i-Sente ingumhlinzeki wesevisi odidiyelwe ohamba phambili embonini wokwakha amasistimu ensimbi evalekile.Imikhiqizo yayo eyinhloko ihlanganisa amaphaneli odonga lwamakhethini ayinhlanganisela yensimbi, amaphaneli ensimbi anongqimba olulodwa (amaphaneli e-aluminium-magnesium-manganese alloy, amapaneli kapende apuletiwe) kanye nokuhlukaniswa.Amaphaneli okuvimbela i-Acoustic manje asesungule izingxenye ezimbili zebhizinisi ezinkulu, izinhlelo zokuvaleka kwensimbi kanye nezinhlelo zokulawula umsindo, futhi imikhiqizo yazo isetshenziswa kabanzi ezakhiweni zezimboni, izakhiwo zomphakathi kanye nobunjiniyela bethrafikhi.

Kuyabonakala ukuthiakukho ukuxhumana okuqinile phakathi kwebhizinisi elikhulu likaSente noLongi, ama-photovoltaics.Ezinyangeni ezine ezedlule ngo-2021, iLongi, inkampani ye-photovoltaic ebaluleke kakhulu emhlabeni, yenze imisebenzi emibili ehlukahlukene.Yiqiniso, ngaphezu kwamasheya kaLongi, ezinye izinkampani ze-photovoltaic azizange ziwe ngemuva.

NgoMashi 18, u-Sungrow, umholi wama-inverters e-photovoltaic, wakhulula amandla okuqala futhi amakhulu kunawo wonke ama-SEP50 PEM hydrogen electrolyzer e-China.Kubikwa ukuthi le electrolyzer incane ngosayizi futhi ilula ngesisindo, futhi ifaneleka kakhulu izinhlelo zokusebenza ezizwelayo endaweni yezwe noma indawo yokuthunyelwa.Ifanele izindlela ezihlukahlukene zokukhiqiza i-hydrogen futhi ifanele ukufinyelela kwamandla enethiwekhi yomoya neyokugcina amandla elanga.Iphinde ibe umkhiqizo wamandla e-hydrogen, ayihlobene eduze nebhizinisi eliyinhloko le-photovoltaic inverter ye-Sungrow.

Uma sibheka ukwakheka kwezinkampani ezimbili eziphambili ze-Longi ne-Sungrow ngo-2021, kubonakala sengathi i-cross-industry isiyisivumelwano, futhi iphuzu elivamile lazo zombili ukuthibanesithakazelo esikhulu emandleni e-hydrogen.

Amathemba abanzi wamandla e-hydrogen

Izibalo zibonisa ukuthi isidingo samanje emhlabeni wonke samandla e-hydrogen singamathani ayizigidi ezingama-60 ngonyaka, kanti isidingo sasekhaya singamathani ayizigidi ezingama-30.Njengoba ukushiswa kwe-hydrogen kungawakhiqizi amagesi abamba ukushisa, le nhlangano ibikezela ukuthi ngaphansi komkhuba ovamile wokuthuthukiswa kwekhabhoni ephansi, isidingo sonyaka wonke samandla e-hydrogen amasha sizofinyelela amathani ayizigidi ezingu-25 eminyakeni engu-30 ezayo.Uma lokhu kunyuswa konke kuhlinzekwa ngama-photovoltaics, kuzoletha cishe i-900GW ngonyaka.Yomthamo omusha ofakiwe.

Njengomthamo omkhulu we-PV ofakiwe emhlabeni wonke, i-China isidlule ku-250GW ekupheleni kuka-2020;isikhungo socwaningo esaziwayo i-IHS Markit sibikezela ukuthi i-158GW yomthamo ofakiwe we-PV izokwengezwa ngo-2021, okuyi-34% ephakeme kunesibikezelo ngo-2020. Lezi datha ezimbili zijabulisa kakhulu embonini yamanje ye-photovoltaic.

Kodwa-ke, uma kuqhathaniswa namandla afakiwe wonyaka we-900GW, kubonakala kuncane.Ngokusho kokuqukethwe okushicilelwe "Iphepha Elimhlophe Ngemboni Yamandla Ye-Hydrogen kanye Nezibaseli ZaseShayina", kulinganiselwa ukuthi ngonyaka wezi-2050, isidingo se-hydrogen ezweni lami sizobe sesisondele kumathani ayizigidi ezingama-60, futhi inani lonyaka lokukhipha umnotho lizodlula ama-yuan ayizigidi eziyizinkulungwane eziyi-10. .Ngakho-ke, kuye kwakhanga izinkampani eziningi ze-photovoltaic, hhayi izinkampani ze-photovoltaic kuphela.

Ngaphambi kwalokhu, izinkampani ezihamba phambili ezifana ne-Great Wall Motors ne-Sinopec zimemezele izinhlelo zazo emkhakheni wamandla we-hydrogen, ngenani elikhulu lokutshala izimali kanye nobubanzi obubanzi.Ngokuphambene, ubudlelwano phakathi kwezinkampani ze-photovoltaic namandla e-hydrogen kanye nenhloko-dolobha etshaliwe akumangazi.Kodwa-ke, lokhu akuvimbeli "ukwanda" kwemakethe yesibili.

        Ngokushesha ngemva kokuba uLongi ememezele ukungena kwawo kumandla e-hydrogen, amanani entengo ezabelo zezinkampani zamandla e-hydrogen akhuphuke kakhulu.Phakathi kwazo, i-Houpu, i-Furui Special Equipment, i-Meijin Energy, i-Kaimet Gas, i-Yuneng Holdings nezinye izitoko ezingaphezu kweziyi-10 zinomkhawulo wazo wansuku zonke, kusukela ngo-2021 Ngenkomba ye-A-share eneziyaluyalu kuze kube manje, ukuqubuka okuhlangene komkhakha wamandla we-hydrogen. kungathiwa “imvula enhle ngemva kwesomiso eside”.

ukuhlanganisa intengo yamasheya noma ukuhlukanisa ukwakheka kwayo?

Ngokombono wemakethe yesibili, ukuhlelwa kwe-cross-industry yezinkampani ze-photovoltaic kungase futhi kube ukuhlanganisa amanani entengo yamasheya.

Ngo-2020, intengo yesitoko kanye nenani lemakethe lezinkampani zezwe lami ze-photovoltaic zaletha ukukhula okunamandla.Phakathi kwazo, kunezinkampani ezisanda kufakwa ohlwini ezifinyelela kwezingu-11, futhi izinkampani eziholayo zishisekela kakhulu abatshalizimali.Ukwenyuka okuphindwe kabili noma kathathu kwentengo yesitoko kubonakala kuyizinga elilinganiselwe, futhi ukukhuphuka okuphindwe kathathu noma kane akuyona into engavamile.I-Longi, i-Tongwei ne-Sungrow ibe yisinqumo sokuqala sezinkampani ze-photovoltaic ukutshala izimali. Kuze kube sekuqaleni kukaFebhuwari kulo nyaka, izinkampani ze-photovoltaic zazisathandwa kakhulu emakethe yesibili.

Kodwa kusukela maphakathi noFebhuwari, intengo yesitoko yezinkampani ze-photovoltaic ekugcineni "iwela phansi e-altare."Ngokwemininingwane, amasheya kaLongi ehle esuka kwephezulu kulo nyaka ama-yuan angu-123 aya kwephansi kakhulu ngama-yuan angu-76.79, ehle ngo-37.56%;I-Sungrow yehle isuka kwephezulu kakhulu yama-yuan alo nyaka angu-119.09 yaya kwephansi kakhulu ngo-62.77 yuan, ukwehla ngo-47.29%;Amasheya e-Tongwei ehle esuka endaweni ephakeme kakhulu yalo nyaka yama-yuan angama-54.09, ehlele endaweni ephansi kakhulu yama-yuan angama-34.12, ukwehla ngo-36.90%.

Izintengo zesitoko zezinkampani ze-photovoltaic zehle kakhulu.Ngakolunye uhlangothi, kusukela ngo-2020 kuya ekuqaleni kwalo nyaka, ukwanda kukhulu kakhulu, kuphakeme kunokwenyuka kwenzuzo okubikezelwe ukusebenza, futhi kokubili akufani.Ngaphezu kwalokho, ukumiswa kwezinye izinkampani kwenze abatshalizimali abaningi baphelelwa ukuzethemba futhi balahlekelwe wukuzethemba.Ngakolunye uhlangothi, ukwanda kwentengo yezinto ze-silicon kube nomthelela omkhulu ekuthuthukiseni ama-photovoltaics kulo nyaka.Nakuba abantu abaningi embonini bebikezela ukuthi amandla amasha afakiwe kulo nyaka azodlula i-2020, intengo yezinto ze-silicon ikhuphuke ngokulandelana, okubangele uchungechunge lwezimboni Ngaphansi kwengcindezi enkulu, isimo sonke asinalo ithemba.

Ngakho-ke,izinkampani ze-photovoltaic zidinga ukuthuthukisa isakhiwo esihlukene ukuze zihlanganise amanani azo amasheya ukuze zigweme ukwehla okuqhubekayo..Lokhu kokubili akungqubuzani.Ngakho-ke, izimboni ezinamathemba entuthuko abanzi zibe yisinqumo sokuqala.

Esimemezelweni sokutholwa kuka-LONGi amasheya e-Sente, kuthe lokhu kutholwa kuzosiza ukukhuthaza ukuhlanganiswa kwebhizinisi kwazo zombili izinhlangothi, kunikeze umdlalo ophelele ezinzuzweni zezabelo ze-Sente ekwakheni ukwakhiwa nokugcinwa kophahla, futhi kuhlanganise izinzuzo zamasheya e-LONGi ku-BIPV. ukukhiqizwa komkhiqizo, Izinhlangothi zombili zizothuthukisa ngokuhlanganyela ukuthuthukiswa kwebhizinisi emakethe enkulu yokwakha yomphakathi.Kuzosiza inkampani yandise ububanzi bezimakethe ezisabalalisiwe futhi yandise izimo zokusetshenziswa kwemikhiqizo ye-photovoltaic.Futhi i-BIPV iyimakethe enezinga lezigidigidi emehlweni abantu abaningi abangaphakathi embonini.

Ithemba lamandla e-hydrogen libhekwa njengemboningenani lonyaka lokuphuma kwezomnotho elingaphezu kwama-yuan ayizigidi eziyizinkulungwane eziyi-10.Amasheya kaLongji angeke neze abe umdondoshiya wokugcina ukweqa umngcele.Vele, amandla e-photovoltaic ne-hydrogen nawo anganikeza ukudlala okugcwele kumphumela we-synergistic, athuthuke ndawonye, ​​futhi afinyelele umgomo wokungathathi hlangothi kwekhabhoni ngokushesha ngangokunokwenzeka!