IiNdlela zeMarike zexesha elizayo kwimigqomo yePV eSongekayo

I-Foldable Containers ye-PV ifumana i-traction kwiimarike ze-niche ezikhulayo ezifana namandla exeshana amashishini, iinkampu zemigodi, iziganeko, kunye nezicelo zemikhosi, ngenxa yobukhulu bezothutho ezidibeneyo, ukuthunyelwa ngokukhawuleza kwendawo, kunye ne-inverter eyakhelwe ngaphakathi / amandla okugcina amandla, okwenza iplagi kunye-udlale ukusebenza. Ngelixa uqikelelo lwentengiso oluvela kumaziko ohlukeneyo lunokwahluka kwindlela yokusebenza, zonke zikhomba kwisigqibo "sokukhula ngokukhawuleza": icandelo "elisongelayo" kuqikelelwa ukuba liya kufikelela malunga ne-100 yezigidi zeedola ngo-2030, kunye ne-CAGR emalunga ne-20.5%; Xa yandiswe kudidi olubanzi “lwezikhongozeli zelanga/iinkqubo zamandla e-photovoltaic ezisekelwe kwisiqulatho,” uninzi luqikelela amazinga okukhula okudityanisiweyo ngonyaka we-12%–20%+, kunye nobukhulu bemarike kumashumi eebhiliyoni zeedola ngo-2030–2034. Kwicala leendleko, ixabiso lenkqubo yebhetri ye-lithium-ion liqikelelwa ukuba lihle ukuya kwi-115 USD / kWh (-20%) ngo-2024, ngelixa amaxabiso amacandelo aqhubeka ehla, ephucula ngakumbi ukusebenza kwezorhwebo.

1. Ubume beMakethi kunye nemilinganiselo yesikali

I-PV eSongekayo “Umlomo-Omxinwa” (Kubandakanya ukusonga nokutyhilwa kweendlela)

Uqikelelo loPhando lwe-QY: malunga ne-USD 100 lezigidi ngo-2030, kunye ne-CAGR ye-20.5% (2024-2030). Olu luhlu lubandakanya iisistim ezipheleleyo ezineendlela zokusonga ezinokuhanjiswa ngokukhawuleza.

Isikhongozeli seSola "Inkcazo ebanzi" (Kubandakanywa ukungasongi, iindawo ezivaliweyo ezidibeneyo kunye nokugcinwa kwamandla / ii-inverters)

Amaziko amaninzi eprojekthi ye-CAGR ukusuka kwi-12% ukuya ngaphezulu kwe-20%, kunye nobukhulu bemakethi yesiphelo ukusuka malunga ne-850 yezigidi zeedola (2030) ukuya kwi-25.51 yezigidigidi zeedola (2034). Ukungangqinelani kubangelwa ukuba amacandelo aphezulu-amandla afakiwe kwaye ingaba imithombo yamandla eselula "yesikali" ibalwa.

Umzobo 1 | Uqikelelo lwemarike yesikhongozeli esigoqekayo (idatha esekwe kwiQYResearch: $100 lezigidi ngo-2030, CAGR 20.5%)

Umzobo 2 | Ukwehla ngokukhawuleza kumaxabiso enkqubo yebhetri ye-lithium-ion (umthombo wedatha: BNEF)

Isishwankathelo soqikelelo lwamaziko amaninzi kumacandelo emarike afanelekileyo (CAGR kunye nobungakanani bemarike)

1. Amanqaku amathathu obungqina obunzima bokukhula
2. "Ukuhla" kwiindleko kuye kwaqinisekiswa.

Iimodyuli ze-Photovoltaic: Ukuqala ngo-2023, ukugqithiswa kwehlabathi kunye namanqanaba aphezulu e-inventory kuya kukhokelela ekwehleni okukhulu kwamaxabiso, kunye nokuncipha okungaphezulu okulindeleke kwi-2024.

Iibhetri zokugcina amandla: Idatha ye-BNEF ibonisa ukuba iipakethi zebhetri ziya kufikelela kwimbali ephantsi ye-$ 115 / kWh kwi-2024. Ukunciphisa ngokubanzi kwe-BOM kwenkqubo ye-"PV + Storage + inverter + EMS" iyona nto iphambili eqhuba indleko-impumelelo yezikhongozeli ezisongekayo.

2. Ukwandisa iCandelo leMbango

Uncedo oluNgxamisekileyo/lweNtlekele kunye nosetyenziso lwe-Off-Grid: Ukwenziwa komgqomo, ukuveliswa kombane ngokukhawuleza kunye neeyunithi zokugcina amandla zithatha indawo yeejenereyitha zedizili, zibonelela ngeenzuzo zokusingqongileyo, iindleko zokulondolozwa okuphantsi, kunye nokusebenza ngokuzolileyo. Ezi zisombululo zingena ngokukhawuleza kukhuseleko loluntu, izixhobo zomkhosi namapolisa, iinkampu zemigodi, izikhululo zophando, kunye nemisitho yezemidlalo.

Ukwandiswa kwehlabathi lotyalo-mali lwamandla acocekileyo: I-IEA iqikelela ukuba utyalo-mali lwamandla acocekileyo luya kufikelela kwi-2 yeetriliyoni zeedola ngo-2024, malunga ne-500 yeebhiliyoni zeedola ezabelwe utyalo-mali lwe-photovoltaic. Ukwehliswa kweendleko kunye nokwandiswa komthamo kwikhonkco lonikezelo olunyukayo luya kuqhubeka ukuzuza iifom zeemveliso ezihambayo kunye neemodyuli.

3. UkuPhuculwa kweZakhono zeMveliso kunye nokuMiselwa koMgangatho

Izakhono zemodyuli ezinjengokusonga kunye nokungatyhileki, iingcingo ezikhawulezayo, kunye nokujongwa kude kwe-EMS ziqhubeka ziphindaphindwa, zisuka "kwiimveliso zobunjineli" ukuya "kumacandelo asemgangathweni wemveliso," ukuqhubela phambili ukuhambisa imijikelo kunye neendleko zomjikelo wobomi.

III. Ukusuka "kubonelelo lwaMandla okwethutyana" ukuya kwi "Mobile Microgrid"

URhulumente kunye noNcedo loLuntu: Ukunikezelwa kwamandla okwethutyana kwe-Zero-carbon kunye nenkxaso yonyango / yonxibelelwano ekwakhiweni kwakhona emva kwentlekele kunye neendawo ezinokunqongophala kwamandla okwethutyana.

IiNdawo zoShishino/zoKwakha: Ukutshintsha iijenereyitha zedizili ukunciphisa ukuhanjiswa kwamafutha, ingxolo, kunye nokukhutshwayo; xa idityaniswe nokugcinwa kwamandla, ivumela ukutsheva okuphezulu kunye nokukhanya kwasebusuku.

Imigodi / iinkampu / iMilitary: Ukuhamba okuphezulu kunye nokuthembela okuphantsi kwizinto ezinikezelayo, ukunciphisa ixabiso elilinganisiweyo lamandla (LCOE) kuwo wonke umjikelo wokuphila.

URhwebo kunye neMisitho: Ukusasazwa ngokukhawuleza kunye nokubuyiswa kweziganeko, imiboniso, kunye nemiboniso, ukuhlangabezana ne-ESG kunye neemfuno ze-carbon footprint.

1. IMeko eNcinciweyo yoMhlaba, Amathuba “kwiMveliso + yokuSetyenziswa kweNkonzo”  

Kukho uninzi lwabathathi-nxaxheba behlabathi kwi-container ye-photovoltaic / ugcino lwamandla, kunye nemarike yahlulahlulwe ngokuphakathi: kukho zombini iinkampani ezivelisa izinto ezintsha ezigxile kumandla aqulathiweyo kunye nabavelisi abadibeneyo abasuka ezantsi ukusuka kumacandelo, ii-inverters, kunye ne-BESS. —Oku kuthetha ukuba uthungelwano lwamaqabane engingqi, isantya sonikezelo, iinkonzo, kunye neemodeli zokurenta ziya kuba ngabahluli abaphambili.

1. Imingcipheko kunye nokuHedging

Umahluko kwiikhrayitheriya zokulinganisa ukhokelela kulindelo oluphangaleleyo lwesikali: izakhiwo ezisongayo xa zithelekiswa nezikhongozelo ezibanzi, nokuba zibandakanya uluhlu lwamandla aphezulu kunye noluhlu oluqeshiswayo, njl. njl., kufuneka luchazwe ngokucacileyo kwisicwangciso soshishino.

Ukuguquguquka kwexabiso eliphezulu: Amaxabiso esilivere, izinto ze-silicon, kunye neendleko zempahla zihlala ziguquguquka; nangona kunjalo, imeko iyonke isajonge “ekuncitshisweni kweendleko zexesha elide.”

Uxhumo lwegridi / ukuchithwa kokutshintshwa kunye nesatifikethi: Amazwe ahlukeneyo aneemfuno ezahlukeneyo zokudibanisa igridi yamandla eselula kunye nemigangatho yokhuseleko; uvavanyo, isiqinisekiso, kunye noyilo loqhagamshelo lwegridi kufuneka lugqitywe kwangaphambili kwilizwe elithumela ngaphandle. VI. Iingcebiso

1. Iingcebiso zabavelisi/amatshaneli/abanini  

• Umgca wemveliso enamavili amabini:

Imodeli ethi "Foldable Rapid Deployment" yenzelwe iimeko eziphezulu zokuphendula ezifana nemisebenzi yokuhlangula, iziganeko, kunye neenkampu zemigodi;

Imodeli ethi "I-Standard Container + i-Energy Storage" yenzelwe ukunikezelwa kwamandla okwethutyana / ukuqeshisa, kugxininisa ukuthembeka kunye ne-TCO.

• Ukuqeshisa endaweni yokuthengisa kunye neKhontrakthi yokuSebenza kwaMandla (EMC): Ukunciphisa iCapEx yabathengi kanye kunye nokukhawulezisa ukungena kwimarike.
• I-EMS esekelwe kwi-Platform kunye noLondolozo olukude: Ukulungelelanisa kunye neemodeli ze-diesel generator ezirentisayo "zolawulo lweenqanawa" ukuphumeza i-asethi yezixhobo kunye neenkcukacha.
• Isiqinisekiso Sokuqala: Ukuqinisekisa uqhagamshelo lwegridi, ukhuseleko lomlilo, kunye nemigangatho yokhuseleko lombane ihlangatyezwa kwiimarike ekujoliswe kuzo kwasekuqaleni ukuze kuqinisekiswe ukuhanjiswa kwesantya.
• IDiversification Chain Chain: Ukuseka amakhonkco obonelelo kabini kumacandelo abalulekileyo (iimodyuli, ii-inverters, i-BESS) ukubiyela ngokuchasene nokuguquguquka komjikelo.