Imboni yokugcina amandla iphakathi komjikelezo ochuma kakhulu.
Ezimakethe eziyinhloko, amaphrojekthi okugcina amandla ayaqoqwa, namaphrojekthi amaningi ayindilinga abiza amakhulu ezigidi zamaRandi;emakethe yesibili, kusukela endaweni ephansi yemakethe ngo-Ephreli kulo nyaka, kunezinkampani ezimbalwa ezisohlwini zokugcina amandla amanani azo amasheya aphindwe kabili noma kathathu, nezilinganiso ze-P/E izikhathi ezingaphezu kwe-100 ziba yinto evamile.
Noma nini lapho kunokugqashuka kwengoma edumile, kukhona abanye abadlali abagxumela ngaphandle ngezindlela ezahlukahlukene ukuze "bangene emzileni" ukuze bathole izinzuzo ezinkulu, futhi ithrekhi yokugcina amandla iyafana.Ukufika kwakamuva ku-Growth Enterprise Market (GEM) ye-Huabao New Energy kudlale "ukuhlikihla ibhola" okungacacile.
Ibhizinisi eliyinhloko le-Huabao New Energy isitoreji samandla esiphathwayo, esibizwa nangokuthi "umcebo omkhulu ongaphinda ushajwe".Ngokusho kwe-prospectus, ibalwa kuqala emhlabeni mayelana nokuthunyelwa nokuthengiswa kwemikhiqizo ephathekayo yokugcina amandla ngo-2020, ngesabelo semakethe sama-21%.
Isitoreji sasekhaya samandla sibhekisela kumadivayisi amakhulu okugcina amandla asendlini anomthamo wama-degree angu-3 noma ngaphezulu.
Amadivayisi okugcina amandla aphathekayo, aziwa nangokuthi "amabhethri amakhulu ashajwayo" kanye "nempahla yamandla yangaphandle".Uma sikhuluma nje, iwumkhiqizo omncane wokugcina amandla, njengamabhethri eselula namabhethri ajwayelekile aphinde ashajwe.Kodwa-ke, akuzona "izinhlobo" ezifanayo nezokugcina amandla okuhlala, futhi kunomehluko omkhulu phakathi kwezigaba ezimbili zomkhiqizo, izimo zohlelo lokusebenza namamodeli ebhizinisi.
Amandla okugcina amandla aphathekayo ngokuvamile aphakathi kuka-1000-3000Wh,okusho ukuthi ingagcina amadigri angu-1-3 kagesi futhi ingasetshenziswa kuphela amahora angu-1.5 ngumpheki wokungenisa induction onamandla angaba ngu-2000W..Isetshenziselwa ikakhulukazi imisebenzi yangaphandle efana nokukhempa, ukuthwebula izithombe, ukudoba nezinye izimo eziphuthumayo njengokuzamazama komhlaba nemililo.
Isitoreji sasekhaya samandla sisho izinto ezinkulu zokugcina amandla zasendlini ezinomthamo wamadigri angu-3 noma ngaphezulu, ikakhulukazi ezisetshenziselwa ukuzikhiqizela ekhaya ngaphandle kwegridi, ikhophi yokugcina ugesi kanye ne-peak to-valley tariff arbitrage.
Amamodeli ebhizinisi okugcina amandla aphathekayo kanye nasekhaya ahluke kakhulu ngenxa yezigaba zemikhiqizo ehlukene.
Isitoreji samandla esiphathekayo sishibhile futhi izinto zikagesi ezithengwa kakhulu, ngakho-ke singathengiswa kalula nge-e-commerce;kodwa-ke, indawo yokugcina amandla yasendlini ayimbi nje kuphela, kodwa futhi idinga nezimfuneko zokuphepha eziphakeme, ngakho idinga ukubambisana kwabasabalalisi bendawo nabafaki, okudinga ukuthi abakhiqizi abafanelekile benze ukuhlelwa kwamashaneli angaxhunyiwe ku-inthanethi.
Kunomehluko omkhulu phakathi kwesitoreji samandla esiphathwayo kanye nesitoreji samandla sasekhaya.
Cishe kuzo zonke izinhlobo zebhizinisi, umkhondo wemboni uyisinyathelo sokuqala futhi uyisisekelo sakho konke ukufezeka okulandelayo.Iyiphi ithrekhi inkampani ekuyo ngokuvamile enquma ukuphakama kophahla lwebhizinisi.Mayelana nezimakethe ezingezansi, kunomehluko omkhulu kusayizi wemakethe phakathi kwesitoreji samandla esiphathekayo kanye nesitoreji sasekhaya samandla.
Njengoba kushiwo ngaphambili, isitoreji samandla esiphathwayo sisetshenziswa ikakhulukazi emisebenzini yangaphandle kanye nezimo eziphuthumayo, ngakho-ke imakethe yayo enkulu yabathengi itholakala e-United States, eJapane naseYurophu, enamaqembu ahlakazekile nangama-niche abathengi, ikakhulukazi e-United States, lapho izinga lokungena. imisebenzi yangaphandle iphezulu, ithatha cishe ingxenye yesabelo semakethe.
Ukuthuthukiswa kwesitoreji samandla sasendlini kubangelwa ikakhulukazi ukusekelwa kwezibonelelo zikahulumeni kazwelonke, kanye namanani aphezulu kagesi (i-peak-to-valley arbitrage) ukuthuthukiswa komnotho, ikakhulukazi emakethe yaseYurophu, ngenxa yokukhuphuka kwamanani kagesi unyaka nonyaka, Impi yaseRussia-Ukraine, umthelela wenkinga yamandla, imakethe yokugcina amandla yasendlini yalo nyaka ukufeza ukuqubuka okungaphezu kwalokho obekulindelwe.
Ukuthuthukiswa kwemakethe yokugcina amandla aphathekayo, ngakolunye uhlangothi, kuyohlale kufanele kubhekane nenkinga yesidingo se-niche.Indawo yayo yemakethe yesikhathi esizayo izovela ikakhulukazi esidingweni semidlalo yangaphandle kanye nokulungela izinhlekelele eziphuthumayo.
Ngenxa yesidingo esiqinile kanye nohlu olubanzi lwezinhlelo zokusebenza, usayizi wemakethe wokugcinwa kwamandla ekhaya nawo uzoba mkhulu.
Kodwa-ke, kukhona nezikhungo ezikholelwa ukuthi isitoreji samandla esiphathekayo sizohlala singusayizi olinganiselwe "wemakethe ye-niche", hhayi ukuthanda imidlalo yangaphandle ezweni ngesidingo sokugcinwa kwamandla okuphathekayo kuyoba nokulinganiselwe kakhulu.
Nakuba ukuthuthukiswa kwemakethe yangaphandle emazweni amaningi kusaqala, njengokubamba iqhaza kweShayina emisebenzini yangaphandle ngenani labantu ku-9.5% kuphela, ephansi kakhulu kune-United States cishe ngo-50%, kubonakala sengathi indawo enkulu yokuthuthukiswa, kodwa indlela yokuphila yabahlali basekhaya ingase ingakwazi ukuvela njengezimakethe zaseYurophu nezaseMelika.
Ngaphezu kwalokho, ukuqhuma okusheshayo kwesitoreji samandla aphathekayo eminyakeni emibili edlule kubangelwa kakhulu ukukhula kwesidingo semisebenzi yangaphandle ngaphansi kwalolu bhubhane - uhambo lokuzishayela, ukukhempa, amapikiniki, ukuthwebula izithombe, njll. Njengoba lolu bhubhane ludamba, kuba ngokungabaza ukuthi lesi sidingo sizoqhubeka.
Isitoreji sasekhaya samandla sineshaji enkulu kanye nezidingo eziphakeme zokuphepha.Isistimu yayo yokugcina amandla yasendlini inemikhawulo ethile yezobuchwepheshe ezingxenyeni ezifana nama-cores kagesi, i-PCS namamojula wamandla.Ufuna ukusika kulo mzila, kokubili kwezobuchwepheshe, noma ukwakhiwa kwesiteshi, ubunzima abuncane.
Isikhathi sokuthumela: Sep-19-2022