Mtundu wa "Technology + Operations + Capital" Integrated Cooperation Model Ikutsogolera Kusintha kwa Msika Wosungirako Mphamvu

1. Kuchulukira Kwamsika ndi Zovuta za Mitundu Yachinthu Chimodzi

M'zaka zaposachedwa, msika wosungira mphamvu padziko lonse lapansi wakula kwambiri. Malinga ndi data ya BloombergNEF, mphamvu zatsopano zosungira mphamvu padziko lonse lapansi zidafika pa 45 gigawatts (GW) mu 2023 (zofanana ndi pafupifupi 97 gigawatt-maola), zomwe zikuwonetsa kuwonjezeka kwakukulu kwapachaka pa mbiri. Komabe, pamene msika ukuyandikira machulukitsidwe, mtundu wa malonda amtundu umodzi umalimbana kuti ukwaniritse zofuna za msika. Mwachitsanzo, ku China, mtengo wa makina osungira mphamvu a turnkey watsikira ku $ 115 pa kWh-kuchepa kwa 43% pachaka-kuwonetsa mpikisano wamtengo wapatali.

Kuphatikiza apo, mawonekedwe ogwiritsira ntchito makina osungira mphamvu akuchulukirachulukira kuchokera pakuwongolera ma frequency a gridi ndi kusanja kwa chigwa cha peak-chigwa kupita pa kulipiritsa magalimoto amagetsi. Zitsanzo zachikhalidwe zamtundu umodzi sizingathenso kuthana ndi zosowa zamitundumitundu. Chifukwa chake, makampaniwa amafunikira mwachangu kufufuza mitundu yatsopano yamabizinesi kuti agwirizane ndi masinthidwe amsika.

1. Kuwonjezeka kwa Integrated Solutions

Poyang'anizana ndi zovuta zamsika, gawo losungiramo mphamvu likusunthira pang'onopang'ono popereka mayankho ophatikizika. Mtundu uwu umadutsa kuphatikizika kosavuta kwazinthu, kuyimira kuphatikiza kwakukulu kwaukadaulo, ntchito, ndi ndalama. Mwachitsanzo, mtundu wa Energy Storage as a Service (ESaaS) watuluka, womwe umalola ogwiritsa ntchito kupeza ntchito zosungira mphamvu pogwiritsa ntchito makonzedwe obwereketsa popanda kubweretsa ndalama zambiri zakutsogolo.

Malinga ndi kuyerekeza kwa Market.us, msika wapadziko lonse wa ESaaS ukuyembekezeka kukula kuchokera pa $ 2.4 biliyoni mu 2023 mpaka $ 8.6 biliyoni pofika 2033, kuyimira kuchuluka kwapachaka (CAGR) kwa 13.6%. Kukula uku kumayendetsedwa ndi kuchuluka kwa kufunikira kosinthika, njira zosungiramo mphamvu zosinthika m'magawo onse azamakampani, malonda, ndi zofunikira.

1. III. Chitsanzo Chogwirizana Chophatikiza Technology, Ntchito, ndi Capital

M'kati mwa njira zophatikizira zothetsera, mgwirizano wa synergistic pakati paukadaulo, magwiridwe antchito, ndi ndalama ndizofunikira kwambiri. Choyamba, ukadaulo umapereka mphamvu zoyambira zamakina osungira mphamvu, kuphatikiza ma Battery Management Systems (BMS), Advanced Energy Management Systems (EMS), ndi ma algorithms anzeru okonzekera. Chachiwiri, gawo logwirira ntchito limayang'anira kuyika kwadongosolo, kukonza, ndi kukhathamiritsa kuti zitsimikizire kuti zikuyenda bwino. Pomaliza, likulu limapereka chithandizo chandalama, makamaka pazaka zoyambirira, kuthandiza ma projekiti kuthana ndi zovuta zandalama.

Mwachitsanzo, nsanja yaku Finnish ya "Capalo AI" ya "virtual power plant" imagwiritsa ntchito AI kulosera za kutulutsa mphamvu zongowonjezwwdwanso ndikugwiritsa ntchito, kukhathamiritsa kutumiza mabatire kuti apititse patsogolo phindu. Pulatifomuyi imagwira ntchito ndi osunga ndalama ngati MW Storage pansi pa njira yogawana phindu kuti apititse patsogolo chitukuko cha polojekiti.

1. Thandizo ndi Zovuta M'misika Yachuma

Capital imagwira ntchito yofunika kwambiri pama projekiti osungira mphamvu. Komabe, mapulojekiti oterowo nthawi zambiri amakumana ndi zovuta zoyambira ndalama zambiri komanso kubweza kwa nthawi yayitali, zomwe zimapangitsa kuti njira zopezera ndalama zachikhalidwe zikhale zosakwanira. Chifukwa chake, njira zatsopano zopezera ndalama zawonekera. Mwachitsanzo, European Investment Bank (EIB) imagwira ntchito ndi Breakthrough Energy Catalyst kuti ipereke ndalama za "ngongole yowopsa" poyambira, kuwathandiza kuthana ndi "chigwa cha imfa" ndikupititsa patsogolo ntchito bwino.

Kuonjezera apo, ndondomeko za boma ndi zolimbikitsa zimayendetsa kwambiri ndalama za polojekiti yosungirako magetsi. Mwachitsanzo, US Inflation Reduction Act (IRA) imapereka ngongole ya 30% yamisonkho yamakina osungira mphamvu zogona, kutsitsa kwambiri chotchinga cha ndalama kwa ogwiritsa ntchito.

1. Kusintha kwa Msika

Kupita patsogolo kwaukadaulo kudzayendetsa kupindula kwamakina, zatsopano zogwirira ntchito zidzachepetsa ndalama, ndipo thandizo lalikulu lidzaonetsetsa kuti ntchitoyo ikwaniritsidwa. Malinga ndi zomwe a BloombergNEF akuyerekeza, zowonjezera zapachaka zosungira mphamvu padziko lonse lapansi zidzafika magigawati 137 pofika 2030, kukula kwa msika kukukulirakulira mpaka 442 gigawatt-maola. Kukula kumeneku kudzachokera kumadera monga China, United States, ndi Europe.

Munthawi yonseyi, mgwirizano wogwirizana waukadaulo, magwiridwe antchito, ndi ndalama zizikhala zomwe zimayendetsa chitukuko chamakampani. Pokhapokha mwa kuphatikizika kozama kwa zinthu zitatuzi komwe makampani osungira mphamvu amatha kuwonekera pampikisano waukulu wamsika ndikupeza chitukuko chokhazikika.