Ngaba iibhetri ezinokutshajwa zibalwa njengogcino lwamandla?

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Ishishini lokugcina amandla liphakathi komjikelo onempumelelo kakhulu.

Kwimalike yokuqala, iiprojekthi zokugcina amandla zithathwa phezulu, kunye neeprojekthi ezininzi zeengelosi ezijikelezayo ezixabisa amakhulu ezigidi zeedola; kwimarike yesibini, ukususela kwindawo ephantsi yemarike ngo-Epreli kulo nyaka, kukho iinkampani ezimbalwa ezidweliswe zokugcina amandla amaxabiso ezabelo aphindwe kabini okanye aphindwe kathathu, kunye ne-P / E yamaxesha angaphezu kwe-100 ibe yinto eqhelekileyo.

Nanini na xa kukho ugqabhuko lwengoma oludumileyo, ngokuqinisekileyo kukho abanye abadlali abatsibayo ngeendlela ezahlukeneyo ukuze "bangene emgceni" ukuze bavune imbuyekezo eyinkunzi, kwaye umkhondo wokugcina amandla awukho ngaphandle. Ukufika kwamva nje kwiMarike yeGrowth Enterprise (GEM) yeHuabao New Energy idlale into engacacanga "ekhuhla ibhola".

Ishishini eliphambili le-Huabao New Energy kukugcinwa kwamandla okuphathekayo, okukwabizwa ngokuba "ubuncwane obukhulu obunokuhlawulelwa". Ngokutsho kweprospectus, iqala kuqala kwihlabathi malunga nokuthunyelwa kunye nokuthengiswa kweemveliso zokugcinwa kwamandla eziphathekayo kwi-2020, kunye nesabelo semarike ye-21%.

Ukuya ku-C Vs ukuya ku-B

Ugcino lwamandla endlu lubhekiselele kwizixhobo ezinkulu zokugcina amandla ezindlini ezinomthamo we-3 degrees okanye ngaphezulu.

Izixhobo eziphathwayo zokugcina amandla, ezikwabizwa ngokuba "ziibhetri ezinkulu ezinokutshajwa kwakhona" kunye "nezixhobo zombane zangaphandle". Ukuthetha ngokuthe ngqo, yimveliso encinci yokugcina amandla, njengebhetri yefowuni ephathwayo kunye neebhetri eziqhelekileyo ezinokutshajwa. Nangona kunjalo, "iintlobo" ezifanayo kunye nokugcinwa kwamandla okuhlala, kwaye kukho ukungafani okukhulu phakathi kweendidi ezimbini zeemveliso, iimeko zesicelo kunye neemodeli zoshishino.

Umthamo wokugcina amandla ophathwayo ngokubanzi kuluhlu lwe-1000-3000Wh,okuthetha ukuba inokugcina i-1-3 degrees yombane kwaye ingasetyenziselwa kuphela iiyure ze-1.5 ngumpheki wokungenisa amandla malunga ne-2000W.. Isetyenziswa ikakhulu kwimisebenzi yangaphandle efana nenkampu, ukufota, ukuloba kunye nezinye iimeko ezingxamisekileyo ezifana neenyikima kunye nomlilo.

Ugcino lwamandla endlu lubhekiselele kwizixhobo zogcino lwamandla ezindlu ezinkulu ezinomthamo weedigri ezi-3 nangaphezulu, ikakhulu ezisetyenziselwa ukuzivelisela umbane ngaphandle kwegridi, ugcino lokugcina umbane kunye nepeak-to-valley tariff arbitrage.

Iimodeli zoshishino eziphathekayo kunye nokugcinwa kwamandla asekhaya zihluke kakhulu ngenxa yeendidi zeemveliso ezahlukeneyo.

Ukugcinwa kwamandla okuphathekayo kunexabiso eliphantsi kwaye kubathengi abaninzi be-electronics, ngoko kunokuthengiswa ngokulula nge-e-commerce; nangona kunjalo, ukugcinwa kwamandla endlu akubizi nje kuphela, kodwa kufuna iimfuno eziphezulu zokhuseleko, ngoko ke kufuneka intsebenziswano yabathengisi bendawo kunye nabafakeli, nto leyo efuna abavelisi abafanelekileyo ukuba baqhube ukucwangciswa kwamajelo angaxhunyiwe kwi-intanethi.

Imarike iyahluka kakhulu

Kukho umahluko omkhulu phakathi kokugcinwa kwamandla aphathwayo kunye nokugcinwa kwamandla asekhaya.

Phantse kuzo zonke iimodeli zoshishino, umkhondo weshishini linyathelo lokuqala kwaye lisisiseko sazo zonke iimfezeko ezilandelayo. Ngowuphi umkhondo inkampani ekuyo idla ngokumisela ukuphakama kwesilingi yeshishini. Ngokubhekiselele kwiimarike ezisezantsi, kukho umahluko omkhulu kubungakanani bemarike phakathi kokugcinwa kwamandla aphathwayo kunye nokugcinwa kwamandla asekhaya.

Njengoko kukhankanyiwe ngaphambili, ukugcinwa kwamandla aphathwayo kusetyenziswa ikakhulu kwimisebenzi yangaphandle kunye neemeko ezingxamisekileyo, ngoko ke imarike yabathengi bayo ephambili ifumaneka eUnited States, eJapan naseYurophu, kunye namaqela athe saa kunye namaqela abathengi, ngakumbi eUnited States, apho izinga lokungena. imisebenzi yangaphandle iphezulu, ithatha phantse isiqingatha sesabelo semarike.

Uphuhliso logcino lwamandla asekhaya lubangelwa ikakhulu yinkxaso yenkxaso karhulumente wesizwe, kunye namaxabiso aphezulu ombane (incopho-to-valley arbitrage) ukuphuculwa kwezoqoqosho, ngakumbi kwimarike yaseYurophu, ngenxa yokunyuka kwamaxabiso ombane unyaka nonyaka, i Imfazwe yaseRashiya-yaseUkraine, impembelelo yengxaki yamandla, imarike yokugcina amandla yasekhaya kulo nyaka ukufezekisa ukuqhambuka okungaphezulu kunokuba bekulindelwe.

Ukuphuhliswa kweemarike zokugcinwa kwamandla eziphathekayo, ngakolunye uhlangothi, kuya kuhlala kujongene nengxaki yemfuno ye-niche. Indawo yayo yemarike yexesha elizayo iya kuvela ikakhulu kwimfuno yemidlalo yangaphandle kunye nokulungiswa kweentlekele ezingxamisekileyo.

Ngenxa yemfuno engqongqo ngakumbi kunye noluhlu olubanzi lwezicelo, ubungakanani bemakethi yogcino lwamandla endlu nayo iya kuba nkulu.

Nangona kunjalo, kukho amaziko akholelwa ukuba ukugcinwa kwamandla okuphathekayo kuya kuhlala kunomlinganiselo olinganiselweyo "wemarike ye-niche", engayifuniyo imidlalo yangaphandle kweli lizwe kwimfuno yokugcina amandla ephathekayo iya kuba incinci kakhulu.

Nangona uphuhliso lwemarike yangaphandle kumazwe amaninzi lusebuncinaneni bayo, ezifana inxaxheba China kwimisebenzi yangaphandle ngokomlinganiselo wabemi kuphela 9.5%, ngaphantsi kakhulu eUnited States malunga 50%, kubonakala ukuba indawo eninzi yokuphucula, kodwa indlela yokuphila yabahlali basekhaya ayinakukwazi ukuvela kangangoko kwiimarike zaseYurophu naseMelika.

Ukongeza, ukuqhuma ngokukhawuleza kokugcinwa kwamandla aphathwayo kule minyaka mibini idlulileyo ubukhulu becala kubangelwa kukukhula kwemfuno yemisebenzi yangaphandle phantsi kobhubhane - uhambo lokuziqhuba, ukukhempisha, iipikniki, ukufota, njl. thandabuza ukuba le mfuno iya kuqhubeka.

Ugcino lwamandla endlu lunentlawulo enkulu kunye neemfuno eziphezulu zokhuseleko. Inkqubo yogcino lwamandla endlu yayo ineengcango ezithile zobugcisa kumacandelo afana neentsimbi zombane, ii-PCS kunye neemodyuli zamandla. Ufuna ukusika kulo mkhondo, zombini kwitekhnoloji, okanye ukwakhiwa kwetshaneli, ubunzima abuncinci.


Ixesha lokuposa: Sep-19-2022