Msika Wamtsogolo Wazotengera za PV zokhazikika

Foldable PV Containers ikukula kwambiri m'misika yazakukula kwambiri monga mphamvu zosakhalitsa zamafakitale, misasa ya migodi, zochitika, ndi ntchito zankhondo, chifukwa cha kukula kwawo kolumikizana, kutumizidwa mwachangu pamalopo, komanso kuthekera kosungirako / inverter / mphamvu zosungiramo mphamvu, zomwe zimathandizira plug-ndi-play magwiridwe antchito. Ngakhale zolosera zamsika kuchokera kumabungwe osiyanasiyana zitha kusiyanasiyana pamachitidwe, onse amalozera kumapeto kwa "kukula mwachangu": gawo la "foldable" likuyembekezeka kufika pafupifupi $ 100 miliyoni pofika 2030, ndi CAGR pafupifupi 20.5%; Ikakulitsidwa ku gulu lalikulu la "makina otengera mphamvu ya dzuwa/makina otengera mphamvu zamtundu wa photovoltaic," ambiri amayerekeza kukula kwapachaka kwapakati pa 12% -20%+, ndi kukula kwa msika mabiliyoni a madola pofika 2030-2034. Kumbali ya mtengo, mitengo ya batri ya lithiamu-ion ikuyembekezeka kutsika mpaka 115 USD/kWh (-20%) pofika 2024, pomwe mitengo yazigawo ikupitilirabe kutsika, ndikupititsa patsogolo malonda.

1. Msika wa Msika ndi Zofunikira za Sikelo

PV yopindika "Pakamwa-pang'onopang'ono" (Kuphatikiza njira zopinda ndi zofutukula)

QYResearch ikuyerekeza: pafupifupi $ 100 miliyoni pofika 2030, ndi CAGR ya 20.5% (2024-2030). Gululi makamaka limakhudza machitidwe athunthu okhala ndi njira zopinda zomwe zitha kutumizidwa mwachangu.

Chotengera cha Solar "Broad Definition" (Kuphatikiza zosapindika, zotsekera zophatikizika zokhala ndi zosungirako / ma inverters)

Mabungwe angapo akupanga ma CAGR kuyambira 12% mpaka 20%, ndi kukula kwa msika komwe kumayambira pafupifupi $850 miliyoni (2030) mpaka $25.51 biliyoni (2034). Kusagwirizanaku kumayambira ngati magawo amphamvu kwambiri akuphatikizidwa komanso ngati magwero amagetsi a "utility-scale" amawerengedwa.

Chithunzi 1 | Zolosera zamsika zamtundu wa Photovoltaic (zotengera QYResearch: $100 miliyoni pofika 2030, CAGR 20.5%)

Chithunzi 2 | Kutsika kofulumira kwamitengo ya batri ya lithiamu-ion (gwero la data: BNEF)

Chidule cha zolosera zamagulu angapo amsika oyenera (CAGR ndi kukula kwa msika)

1. Umboni Utatu Wovuta Wa Kukula
2. "Kutsika kwapansi" mu ndalama zatsimikiziridwa.

Ma module a Photovoltaic: Kuyambira mu 2023, kuchulukirachulukira kwapadziko lonse lapansi komanso kuchuluka kwazinthu zomwe zimabweretsa kutsika kwakukulu kwamitengo, ndikutsika kwina komwe kukuyembekezeka mu 2024.

Mabatire osungira mphamvu: Deta ya BNEF imasonyeza kuti mapaketi a batri adzafika pamtengo wamtengo wapatali wa $ 115 / kWh mu 2024. Kuchepetsa kwathunthu kwa BOM ya "PV + Storage + inverter + EMS" dongosolo ndilo chinthu chofunika kwambiri chomwe chimayendetsa mtengo wamtengo wapatali wa zitsulo zowonongeka.

2. Kukulitsa Demand Side

Zothandizira Zadzidzidzi / Zowopsa komanso Zogwiritsa Ntchito Zopanda Gridi: Malo opangira magetsi, omwe amatha kutumizidwa mwachangu komanso malo osungira mphamvu akulowa m'malo mwa majenereta a dizilo, omwe amapereka zopindulitsa zachilengedwe, zotsika mtengo zosamalira, komanso kugwira ntchito mwakachetechete. Zothetsera izi zikulowa mwachangu pachitetezo cha anthu, zida zankhondo ndi apolisi, misasa ya migodi, malo ochitira kafukufuku, ndi zochitika zamasewera.

Kukula kwapadziko lonse kwazakudya zamagetsi zoyera: IEA ikuneneratu kuti ndalama zogulira mphamvu zoyera zidzafika $2 thililiyoni mu 2024, ndi pafupifupi $500 biliyoni yoperekedwa ku Investment ya photovoltaic. Kuchepetsa mitengo ndi kukulitsa mphamvu mumayendedwe obwera kumtunda kudzapitilizabe kupindulitsa mafomu amtundu wa mafoni ndi ma modular.

3. Kupititsa patsogolo Kutha Kwazinthu ndi Kukhazikika

Kuthekera kokhala ngati kupindika ndi kufutukuka, kuyatsa mwachangu, ndi kuyang'anira kutali kwa EMS kumasinthidwa mosalekeza, kuchokera ku "zinthu zaukadaulo" kupita ku "zigawo zokhazikika zamafakitale," kupititsa patsogolo maulendo operekera komanso ndalama zoyendetsera moyo.

III. Kuchokera ku "Temporary Power Supply" kupita ku "Mobile Microgrid"

Boma ndi Thandizo Lothandizira Anthu: Mphamvu zosakhalitsa za Zero-carbon ndi chithandizo chamankhwala / kulankhulana pomanganso pambuyo pa masoka ndi madera omwe ali ndi mphamvu zochepa.

Malo Opangira Mafakitale/Zomangamanga: Kusintha majenereta a dizilo kuti muchepetse mayendedwe amafuta, phokoso, ndi mpweya; zikaphatikizidwa ndi kusungirako mphamvu, kupangitsa kumeta kwapamwamba komanso kuyatsa kwausiku.

Migodi / Makampu / Asilikali: Kuyenda kwambiri komanso kudalira pang'ono pazinthu, kuchepetsa mtengo wamagetsi (LCOE) pa moyo wonse.

Zamalonda ndi Zochitika: Kutumiza mwachangu ndikubwezeretsanso zochitika, zisudzo, ndi ziwonetsero, kukwaniritsa ESG ndi zofunikira za carbon footprint.

1. Malo Ogawanika, Mwayi mu "Productization + Serviceization"  

Pali anthu ambiri padziko lonse lapansi omwe akutenga nawo gawo muzosungirako za photovoltaic/energy, zomwe msika uli wogawika pang'ono: pali makampani onse anzeru omwe amayang'ana kwambiri mphamvu zokhala ndi zida komanso opanga ophatikizika omwe akutsika kuchokera kumagulu, ma inverters, ndi BESS. -Izi zikutanthauza kuti maukonde ogwirizana nawo m'chigawo, liwiro la kutumiza, ntchito, ndi mitundu yobwereketsa ikhala zosiyanitsa zazikulu.

1. Zowopsa ndi Kubisala

Kusiyana kwa miyeso kumabweretsa kufalikira kwa ziyembekezo: zopinda zopinda motsutsana ndi zotengera zazikulu, kaya ziphatikizepo zamphamvu kwambiri ndi zobwereketsa, ndi zina zotero, ziyenera kufotokozedwa bwino mu dongosolo la bizinesi.

Kusinthasintha kwamitengo kumtunda: Mitengo ya siliva, zinthu za silicon, ndi zonyamula katundu zimakhalabe zosasunthika; komabe, chizoloŵezi chonsecho chimadalirabe "kuchepetsa mtengo kwa nthawi yaitali."

Kulumikizana kwa gridi / kusintha kosinthika ndi chiphaso: Mayiko osiyanasiyana ali ndi zofunikira zosiyanasiyana pamagetsi amagetsi amtundu wamagetsi ndi miyezo yachitetezo; kuyesa, certification, ndi mapangidwe a gridi yolumikizira ziyenera kumalizidwa pasadakhale m'dziko lotumiza kunja. VI. Malangizo

1. Malangizo kwa Opanga/Makanema/Eni ake  

• Mzere wamagudumu awiri:

Chitsanzo cha "Foldable Rapid Deployment" chapangidwira zochitika zapamwamba monga ntchito zopulumutsa, zochitika, ndi misasa ya migodi;

Mtundu wa "Standard Container + Energy Storage" wapangidwira magetsi osakhalitsa / kubwereketsa, kutsindika kudalirika ndi TCO.

• Kubwereketsa m'malo mogulitsa ndi Energy Performance Contracting (EMC): Chepetsani makasitomala anthawi imodzi CapEx ndikufulumizitsa kulowa kwa msika.
• EMS yochokera ku nsanja ndi Kusamalira Kwakutali: Gwirizanani ndi ma jenereta a dizilo obwereketsa "kasamalidwe ka zombo" kuti mukwaniritse kugulitsa zida ndi kusanthula deta.
• Chitsimikizo Choyamba: Onetsetsani kuti kulumikizidwa kwa gridi, chitetezo chamoto, ndi miyezo yachitetezo chamagetsi zimakwaniritsidwa m'misika yomwe mukufuna kuyambira pachiyambi kuti zitsimikizire kuthamanga.
• Kusiyanasiyana kwa Supply Chain: Khazikitsani maunyolo apawiri azinthu zofunika kwambiri (ma module, ma inverter, BESS) kuti atseke motsutsana ndi kusinthasintha kwapang'onopang'ono.