Ukudubula kwesikhululo samandla okugcina amandla, iSikhululo seSikolo samaBanga aPhakamileyo soMgadi!

Umbhali :Iflowpower- UMboneleli weSikhululo saMandla esiphathekayo

Umbhali: Yang Lei Yixiang isikhululo samandla okugcina uqhushumbe ngengozi, inkampani edwelisiweyo iGuoxuan Quanke (002074) yatyhala isaqhwithi. Ngobusuku be-16 ka-Epreli, kwaqhambuka umlilo kwindawo yokugcina amandla eBeijing. Impendulo ye-Guoxuan high-tech, engathathi nxaxheba kulawulo lokusebenza.

Emva kokuvutshelwa koluvo loluntu, uGuoxuan Gaoke uvule kakhulu namhlanje, ukuhla kuye kwafikelela kwi-8%. Ukuza kuthi ga ngoku, ukuhla komgangatho ophezulu weGuoxuan kuncitshiswe kwi-0.93%.

Iingozi zomlilo ngengozi kwisikhululo samandla okugcina amandla angabonwa njengento encinci ekuphuhliseni ngokukhawuleza kwishishini lokugcina amandla. Okwangoku, iziko le-brokerage lahlukile kwishishini lokugcina amandla. Izibambiso zaseChuancai zinesimo sengqondo esilumkileyo ngokubhekiselele kwishishini lokugcina amandla.

Bakholelwa ukuba ugcino olusecaleni lokuveliswa kwamandla ekhaya luswele imodeli yengeniso ecacileyo, ngoko ke umgangatho ophezulu ophakathi kunye nomgangatho ophezulu wababoneleli bebhetri banomlinganiselo othile wophuhliso ngenxa yokunqongophala kokhuphiswano kwixabiso. Ngokutsho kwe-ENG Securities (601788), yi-1.3 yetriliyoni ye-yuan ukuya kwi-RMB 1.

I-3 yezigidigidi ukuya kwi-RMB 1.260 ukusuka kwi-2060. Ukuba ukusuka kwi-2020 ukuya ku-2060, indawo yemarike eqokelelweyo iya kufikelela kwi-122 yetriliyoni ye-yuan.

Ingqiqo emva koku inethemba malunga nendawo yemarike yotyalo-mali kwishishini lokugcina. Ugcino lwamandla ngokuthe ngcembe lufuneka nje. Kwiminyaka yakutshanje, ngokunyuka kofakelo lwamandla amatsha, uxinzelelo lokusetyenziswa kwegridi yamandla lonyusiwe.

Ekubeni ukugcinwa kwamandla kunokuphucula inkxaso ye-inertia yegridi, ukugcinwa kwamandla yindlela efanelekileyo yokusombulula iingxaki ezimangalisayo zamandla. Ngoko ke, ukubaluleka kokuqwalasela ukugcinwa kwamandla akunakungahoywa. Ngawaphi amathuba anemizi mveliso yokugcina amandla? Okwangoku, uphuhliso lweshishini lokugcina amandla yimigaqo-nkqubo ephezulu kwaye ishishini elongezelelweyo lithuba elibalulekileyo lotyalo-mali.

Kwisakhiwo seendleko zenkqubo yokugcina amandla, iinkampani zasekhaya zineenzuzo zobugcisa kunye nemveliso kwimimandla yeebhetri, i-PCS (abaguquli bokugcina amandla), kwaye banokuqonda ngokukhawuleza umthamo xa imarike yandiswa. Iinkampani ezimele ibhetri yokugcina yasekhaya zineNingde Times (300750), Peng Hui Energy (300438), iDelomi Technology (688063), Yip Lithium (300014). Iinkampani ezimele inverter zasekhaya zinamandla okukhanya kwelanga (300274), Guude (688390).

Inzuzo yeNingde Times yimpompo kwindawo yebhetri yasekhaya. I-Ningde Times ngokuqhubekayo ibeka kwindawo yokugcina amandla, umzekelo, ngoDisemba ka-2020, kucwangciswe ukutyala imali kuphuhliso lweJiangsu Times dynamics kunye nokugcinwa kwamandla kunye neebhetri ze-lithium-ion kwindawo yobuchwepheshe obuphezulu baseZhongguancun, kwiPhondo laseJiangsu. (Isigaba 4), utyalo-mali lulonke lweprojekthi Akukho ngaphezu kwe-RMB 12 yeebhiliyoni.

Kuyafaneleka ukukhankanya ukuba i-Ningde Times inyuke nge-9.03% namhlanje, kwaye iindaba zibizwa ngokuba yi-Ningde era. Kukwakho nokutolikwa komyalezo onxulumene nokudubula kwempelaveki.

Inzuzo yamandla okukhanya kwelanga yiPCS (isiguquli sokugcina amandla) kunye nenkqubo yokugcina amandla edityanisiweyo yempompo. Ngokwengqikelelo yoshishino, ishishini lokugcina amandla eSunshine liza kufezekisa ngaphezulu kwe-92% yokunyuka kwe-composite kwiminyaka emihlanu ezayo, kwaye ukukhanya kwelanga kuqhubeke iminyaka emininzi kwishishini lokugcina amandla asekhaya. Inkonzo yokugcina amandla yi-543 yezigidi ngo-2019, kunye ne-40 yeebhiliyoni zeeyuan ka-2020, inkampani yi-3 yeebhiliyoni.

Inzuzo yetekhnoloji yeGallote ngumboneleli wenkqubo yehlabathi yokugcina amandla ebhetri, kwindawo yokugcina amandla asekhaya, ukuhanjiswa kwetekhnoloji yamandla ngo-2019 ezimeleyo uphawu lweemveliso zogcino lwamandla endlu zithatha malunga ne-8.5% yokuthunyelwa kwehlabathi, indawo yesithathu. Le ngozi yokugcina amandla yaseBeijing ibangele inkxalabo ephezulu yokhuseleko lwehlabathi langaphandle.

Ngokombono wokugcinwa kwamandla, ibhetri ye-lithium iron phosphate ion luhlobo lwebhetri eyona nto ihambelana nokusingqongileyo, ubomi bomjikelezo ophezulu kunye nokhuseleko oluphezulu. Iinkampani zasekhaya ze-phosphate ion ibhetri ye-ion ziquka i-Ningde Times, i-BYD (002594), i-Yipi Lithium, i-Guoxuan High-class, njl njl. Imboni yokugcina amandla inendawo yokukhula, kodwa inkampani inomahluko onzulu kwishishini, kwaye yinkokeli kuphela ekhuphisanayo kwixesha elizayo.

I-Disclaimer Eli phepha libhekiselele kuhlalutyo lomntu kunye nesigwebo senkampani edwelisiweyo, esekelwe kwiinkampani ezidwelisiweyo, ngokusekelwe kumthetho wabo, ochazwe ngumthetho wayo, kubandakanywa kodwa kungaphelelanga kwisaziso sexeshana, ingxelo yexesha, kunye neqonga elisemthethweni lokusebenzisana, njl. --Isiphelo-.