Fashewar tashar wutar lantarki, Tashar Makarantar Sakandare!

Mawallafi: Iflowpower - Mai Bayar da Tashar Wutar Lantarki

Mawallafi: tashar wutar lantarki ta Yang Lei Yixiang ta fashe da hatsari, wani kamfani mai suna Guoxuan Quanke (002074) ya tura guguwar. A yammacin ranar 16 ga watan Afrilu ne gobarar ta tashi a wata tashar makamashi da ke birnin Beijing. Babban martanin fasaha na Guoxuan, baya shiga cikin gudanarwar aiki.

Bayan fermentation na ra'ayin jama'a, Guoxuan Gaoke ya buɗe sosai a yau, raguwa ya kai 8%. Ya zuwa ƙarshen, raguwar babban darajar Guoxuan ya ragu zuwa 0.93%.

Ana iya kallon hadurran gobarar da ke faruwa a tashar wutar lantarki a matsayin wani ɗan koma baya a cikin saurin bunƙasa masana'antar ajiyar makamashi. A halin yanzu, cibiyar dillali ta bambanta da masana'antar ajiyar makamashi. Securities na Chuancai suna da halin taka tsantsan ga masana'antar ajiyar makamashi.

Sun yi imanin cewa ajiyar gefen samar da wutar lantarki a cikin gida ba shi da ingantaccen tsarin riba, don haka matsakaicin matsakaici da matsakaicin matsakaici masu samar da batir na ajiya suna da wani matakin ci gaba saboda rashin gasa a farashi. A cewar ENG Securities (601788), yuan tiriliyan 1.3 zuwa RMB 1.

Tiriliyan 3 zuwa RMB 1.260 daga shekarar 2060. Idan daga shekarar 2020 zuwa 2060, yawan sararin kasuwa zai kai yuan tiriliyan 122.

Hankalin da ke bayan wannan yana da kyakkyawan fata game da sararin kasuwar zuba jari na masana'antu. Ma'ajiyar makamashi a hankali ana buƙata kawai. A cikin 'yan shekarun nan, tare da haɓaka sabbin kayan aikin makamashi, an ƙara matsa lamba ta grid ɗin wutar lantarki.

Tun da ajiyar makamashi na iya inganta tallafin inertia na grid, ajiyar makamashi shine hanya mafi kyau don magance sababbin matsalolin ban mamaki na makamashi. Saboda haka, mahimmancin daidaitawar ajiyar makamashi ba za a iya watsi da shi ba. Wadanne damammaki suna da masana'antar ajiyar makamashi? A halin yanzu, ci gaban masana'antar ajiyar makamashi shine manufofi sosai kuma kasuwancin haɓaka shine muhimmiyar damar saka hannun jari.

A cikin tsarin farashi na tsarin ajiyar makamashi, kamfanoni na gida suna da fasaha da kuma samar da fa'ida a fagen batura, PCS (masu canza wutar lantarki), kuma suna iya gane girman girman da sauri lokacin da kasuwa ta fadada. Kamfanonin wakilan baturi na ajiya na gida suna da Ningde Times (300750), Peng Hui Energy (300438), Fasahar Delomi (688063), Yip Lithium (300014). Kamfanonin wakilan inverter na cikin gida suna da ikon hasken rana (300274), Guude (688390).

Amfanin Ningde Times shine famfo a cikin filin baturi na gida. Ningde Times ta ci gaba da tsara tsarin ajiyar makamashi, alal misali, a cikin watan Disamba na shekarar 2020, ana shirin zuba jari a fannin raya kuzarin Jiangsu Times da ajiyar makamashi da batir lithium-ion a yankin fasaha mai zurfi na Zhongguancun, lardin Jiangsu. (Mataki na 4), jimillar aikin zuba jari Bai wuce RMB biliyan 12 ba.

Ya kamata a ambata cewa Ningde Times ya karu da kashi 9.03% a yau, kuma ana kiran labarin zamanin Ningde. Hakanan akwai fassarar saƙon da ke da alaƙa da fashewar ƙarshen mako.

Amfanin ikon hasken rana shine PCS (mai canza ma'ajiyar kuzari) da tsarin ajiyar makamashi da aka haɗa famfo. Dangane da hasashen masana'antu, kasuwancin ajiyar wutar lantarki na Sunshine zai cimma sama da kashi 92% na haɓakar abubuwan haɗin gwiwa a cikin shekaru biyar masu zuwa, kuma hasken hasken rana ya ci gaba da ɗaukar shekaru masu yawa a cikin kasuwancin ajiyar makamashi na cikin gida. Sabis ɗin ajiyar makamashi ya kai miliyan 543 a shekarar 2019, kuma Yuan biliyan 40 na shekarar 2020, kamfanin ya kai biliyan 3.

Fa'idar fasahar Gallote ita ce babban mai samar da tsarin batir makamashi ta duniya, a cikin wurin ajiyar makamashi na gida, 2019 rarraba fasahar makamashi mai zaman kanta ta samfuran kayan ajiyar makamashi na gida ya kai kusan 8.5% na jigilar kayayyaki na duniya, wuri na uku. Wannan hatsarin ajiyar makamashi na Beijing ya haifar da babban damuwa game da kare lafiyar waje.

Daga mahangar ajiyar makamashi, batirin lithium iron phosphate ion baturi wani nau'in baturi ne wanda ya fi dacewa da muhalli, rayuwa mafi girma da kuma mafi aminci. Kamfanonin batir ion phosphate na cikin gida sun haɗa da Ningde Times, BYD (002594), Yipi Lithium, Guoxuan High-class, da dai sauransu. Masana'antar ajiyar makamashi tana da sararin girma, amma kamfanin yana da bambanci sosai a cikin masana'antar, kuma jagora ne kawai ya fi yin gasa a nan gaba.

Disclaimer Wannan takarda yana da alaƙa da bincike na sirri da yanke hukunci na kamfani da aka jera, dangane da kamfanonin da aka jera, bisa ga dokar su, ta bayyana ta dokarta, gami da amma ba'a iyakance ga sanarwar wucin gadi ba, rahoton lokaci-lokaci, da dandamali na hulɗar hukuma, da sauransu. --Karshe-.