N'ezie, "ahụ ọkụ nke ịma ụlọikwuu" adịla kemgbe ọtụtụ afọ.Data sitere na IMedia Consulting na-egosi na na 2021, isi ahịa nha nke akụ na ụba ịma ụlọikwuu nke China ruru ijeri yuan 74.75 (RMB, otu dị n'okpuru ebe a), na-eto eto kwa afọ nke 62.5%;nha ahịa metụtara ya ruru ijeri yuan 381.23, yana uto otu afọ n'afọ nke 59%.A na-atụ anya na na 2025, isi ahịa ahịa nke akụ na ụba ịma ụlọikwuu nke China ga-arịgo ijeri yuan 248.32, ọnụ ahịa ahịa metụtara ya ga-erukwa ijeri yuan 1,440.28.

 

N'ime ha, "ọkụ na-ama ụlọikwuu" na ọkụ bụ "ike ọkụ n'èzí" (nke a maara dị ka "ike nchekwa nchekwa ike") otu ngwaahịa a.

Ọkụ ọkụ dị n'èzí bụ obere ọdụ ụgbọ mmiri enwere ike ibugharị nwere batrị lithium-ion arụnyere n'ime ya ma nwee ike ịchekwa ọkụ eletrik nke ya.Ọ dabara na nnukwu ụlọ akụ chaja.Ka ọ dị ugbu a, ike mmepụta nke ọkụ eletrik n'èzí na ahịa nwere ike iru 3000W, nke nwere ike ịkwọ ụgbọala ọ bụla ngwa eletriki ma na-egbo mkpa ọkụ eletrik nke ndị na-ama ụlọikwuu ruo ọtụtụ ụbọchị.

Dabere na nke a, na 2021, Tmall kwupụtara ndepụta nke ihe omume iri kachasị elu nke "Ugboro 11" n'afọ.Na 2022, "Tmall May Day Consumption Trend Report" data gosiri na na 2022, ahịa nke n'èzí ike ọkọnọ n'elu ikpo okwu mụbara ihe karịrị ugboro abụọ ma e jiri ya tụnyere otu oge n'afọ gara aga, na uto ọnụego na gara aga 3 afọ bụ karịa. 300%

Na 2023, uto nke ọkụ eletrik na-aga n'ihu na-aga n'ihu. "Ntụle nyocha Ime Anwansi +" na-egosi na site na July 2022 ruo June 2023, ngụkọta ahịa nke ike mpụga na nyiwe e-azụmahịa bụ isi ruru ijeri yuan 1.434, yana otu afọ gachara. -afọ uto ọnụego bụ 142.94%.

Ọ dị mma ịmara na ọkụ eletrik n'èzí site na "mpụpụ" ọkụ na-ekpo ọkụ, n'ime afọ ndị na-adịbeghị anya na mmepe ngwa ngwa nke ahịa ụlọ, na ahịa nke mba ọzọ, ike ọkụ n'èzí bụ "galop" ruo ọtụtụ afọ.

Akuko nyocha banyere mmepe nke ụlọ ọrụ nchekwa nchekwa ike obere ike nke China wepụtara na 2021 na-egosi na ụlọ ọrụ nchekwa nchekwa ike nke China bụ ụlọ ọrụ nwere njiri mara mbupụ.Ụlọ ọrụ ahụ dum nwere ihe karịrị 90% nke mmepụta na mbupụ, ọ bụkwa onye na-emepụta ihe na onye na-ebupụ ihe nchekwa ike n'ụwa.

N'ikwu ya n'ụzọ ọzọ, atụnyere ahịa ụlọ mbụ, ahịa ịma ụlọikwuu na mba ofesi bụ ahịa ike dị n'èzí.

01 "Ụlọ akụ nnukwu ụgwọ" ewu ewu

Jackery Ihe ndekọ nyocha na-egosi na na North America, Europe na Japan na mba na mpaghara ndị ọzọ tozuru okè ịma ụlọikwuu, ndị na-anụ ọkụ n'obi na-enwe mmasị ịhụ ogologo oge.Dịka ọmụmaatụ, ndị Japan na-anụ ọkụ n'obi na-ama ụlọikwuu na-achọsi ike ịga njem ụbọchị abụọ na otu abalị, na ha ga-eji ekwentị mkpanaaka, laptọọpụ na ngwaọrụ eletrọnịkị ndị ọzọ n'oge njem ha na-ama ụlọikwuu.

Mpụta nke ọkụ lithium n'èzí emeela ka ogige ha dị mfe.

Na ifufe nke ịma ụlọikwuu na-efegharị azụ n'ụlọ ọzọ, ndị na-eto eto na-ahụ n'anya ozugbo ndụ n'èzí.

Ibi na mmemme Beijing, mụ na ndị enyi m na-eme atụmatụ ịga n'ogige ndị gbara ya gburugburu ka emechara Ememme Mid-Autumn, "Ememme Mid-Autumn bụ ụbọchị mbụ nke ezumike ahụ, mụ na ndị enyi m na-eme atụmatụ ịla n'ụlọ iji soro ezinụlọ m gaa. ụbọchị atọ mbụ nke ezumike ahụ, na ọnụ ọgụgụ na-ezighi ezi ịlaghachi na Beijing, laghachi na Beijing, ọtụtụ ndị enyi anyị na-achọ ịga ịma ụlọikwuu iji zuru ike. "

Na iji kwalite ahụmịhe nke ịma ụlọikwuu ahụ, akụrụngwa ahụ dị oke mkpa n'ụzọ nkịtị. nkwubi okwu bụ na ngwá ọrụ ebe a na-ama ụlọikwuu ga-abụ karịa iji jupụta ogwe.

N'oge, qing qing, ọ dabara nke ọma n'ụlọ m bụ ụgbọ ala ume ọhụrụ, nwere ọrụ mgbapụta nwere ike gboo mkpa nke ngwaahịa eletrọnịkị na-ebufe na iji, ma ọ bụ na ha ga-atụle na akụrụngwa ịma ụlọikwuu nwere ike ọkọnọ n'èzí, ”n'afọ gara aga, etinyere m ọtụtụ ụdị ama ama. nke ike n'èzí na ịzụrụ, mana ọnụahịa nke puku kwuru puku yuan ma ọ bụ ka m nwee ike ịga nke ọma. "

Ọ bụ ezie na Qingqing azụtaghị ọkụ eletrik n'èzí n'ihi obere oge eji eme ihe, ọnụ ahịa dị oke ọnụ na ihe ndị ọzọ, ma na ịrị elu nke "ọkụ ịgba chaa chaa", ire ere ọkụ n'èzí abawanyela, n'ime afọ ndị na-adịbeghị anya, ọtụtụ ndị na-azụ ahịa na-azụta. n'èzí ike ọkọnọ.

Peng Peng, onye na-ezubekwa ịma ụlọikwuu n'èzí ya na ezinụlọ ya n'oge ezumike ụbọchị mba, kwuru, "Anyị anwabeghị ịma ụlọikwuu mbụ, anyị na-eleta ubi ndị enyi.N'oge a, anyị na-eme atụmatụ ime njem n'onwe anyị, anyị chọkwara ịzụrụ ngwá ọrụ niile anyị na-eji mgbe anyị na-ama ụlọikwuu.” N'echiche Pengpeng, nnukwu ụlọ akụ "bụ ebe obibi dị mkpa," n'èzí nke nwere ọkụ mkpanaka ga-adị. ọtụtụ ihe dị mma. "

N'ezie, n'anya nke ọtụtụ ndị na-azụ ahịa, n'èzí ike ọkọnọ abụghị a elu-tech plaything, ọ bụ a wuru na-na elu ike njupụta lithium ion batrị, nwere ike inye a kwụsiri ike AC / DC voltaji mmepụta usoro, onwem na a dịgasị iche iche. nke interfaces, nke a na-ejikarị eme njem n'èzí, njikere ihe mberede na ọnọdụ ndị ọzọ.

E jiri ya tụnyere "ụlọ akụ na-akwụ ụgwọ", ọkụ ọkụ n'èzí ọ bụghị nanị na-akwado mmepụta DC, kamakwa ọ nwere ike ime ka ọkụ ahụ ghọọ 220V AC, nwere ike ịnye ọtụtụ ọnụọgụ na ụdị ngwá ọrụ n'otu oge ahụ, na ọbụna nwere ike iji ogwe ọkụ anyanwụ na-echekwa ọkụ eletrik. n'ihe mberede.

The ụlọ ọrụ ọnụ ụzọ adịghị elu, nke na-ekpebi na mmepụta ụlọ ọrụ naanị mkpa ịzụta upstream n'èzí ike components, dị ka sel, anyanwụ ogwe, inverter, electronic components, structural components, wdg, na mgbe ahụ na-eme kwekọrọ ekwekọ mmepụta na nhazi. .

Ma ọ bụ n'ihi nke a, ndị batara pụtakwara.Nsonaazụ ajụjụ nke "nyocha ụlọ ọrụ" na-egosi na ka ọ na-erule 2022, ọnụ ọgụgụ ụlọ ọrụ gụnyere "ike nchekwa nchekwa ike" bụ 399, mmụba nke 46 ma e jiri ya tụnyere 353 na njedebe nke 2021.

The data nke "Anwansi Mirror Analysis +" na-egosi na mainstream e-azụmahịa ikpo okwu n'èzí ike ụdị ọkwa n'elu ụdị bụ EcoFlow, Dianxiao 2, Star Zhao Blue, New Chi Shi, Bull na na.Ọ bụghị naanị EcoFlow, electric obere abụọ na ndị ọzọ miri-akọ obere ike nchekwa emepụta, ma omenala emepụta dị ka Bull cross n'ime egwuregwu.

N'otu oge ahụ, e nwere ụdị ụdị dị na Guangdong ma ọ bụ Shandong ndị na-emepụta ike n'èzí, dị ka XinChi Shi, Sheng Xinlong, Weifan, Ran yong, wdg, ọ bụ ezie na ụdị ụdị a abụghị EcoFlow, ọkụ eletrik obere aha abụọ. , ma otu ngwaahịa ahịa ya dị oke elu.

02 Mba ofesi ka ahịa ụlọ

Obi abụọ adịghị ya na ike dị n'èzí na-aghọ oké osimiri na-acha anụnụ anụnụ, na ndị na-emepụta ike n'èzí ejiriwo "ogbo ụwa".

Dabere na mkpesa nke ndị ahịa eletrọnịkị n'èzí, ọkọnọ ike zuru ụwa ọnụ toro na mmụba kwa afọ nke 148% site na 2016 ruo 2021, na mbupu zuru ụwa ọnụ na China na-atụ anya iru nkeji 31.1 na nkeji 28.67 n'otu n'otu site na 2026.

Xu Jiqiang, onye isi onye nlekọta nke Zhongguancun Energy Storage Industry Technology Alliance, kwuru na mbupu ike mkpanaka China na-ebufe ugbu a karịa 90% nke ụwa.A na-eme atụmatụ na n'ime afọ ole na ole sochirinụ, mbupu zuru ụwa ọnụ kwa afọ nwere ike iru ihe karịrị nde 30, ọnụ ahịa ahịa dịkwa ihe dị ka ijeri yuan 80.

N'ikwu ya n'ụzọ ọzọ, a na-emepụta ọkụ eletrik itoolu n'ime 10 n'èzí na China.

N'iji ya tụnyere ịma ụlọikwuu ụlọ, nke na-ebili naanị n'afọ ndị na-adịbeghị anya, a na-eji ọkụ eletrik n'èzí na ahịa nke mba ọzọ mee ihe n'ụzọ sara mbara, na ahịa kwekọrọ na ya ka mbara karịa ahịa ụlọ.

Maka ngwaahịa nchekwa ike obere ike nwere ihe dịka 100-3,000 W, ihe omume n'èzí na njikere ihe mberede bụ isi ihe ngosi ngwa.N'ime ihe omume dị n'èzí, ọ nwere ike ịnye ike na smart phones, mbadamba, drones, projectors na ngwa ndị ọzọ.Na njikere mberede, ọ nwere ike dozie ụkọ ọkụ nke ọdachi kpatara na mpaghara ndị na-enwekarị ọdachi ndị na-emere onwe ha dị ka ala ọma jijiji, mbufịt mbufịt na blizzard.

Na-adabere na ụdị ngwa ngwa dị otú ahụ, n'echiche nke ụlọ ọrụ ahụ, ike ọkụ n'èzí "eke" iji kwekọọ n'ahịa mba ofesi.

Dabere na data nke China Chemical and Physical Power Supply Industry Association, dị ka data ire ere nke ike dị n'èzí na 2020, United States bụ ahịa ngwa kachasị ukwuu n'ụwa maka nchekwa nchekwa ike, tumadi n'ihi oke njem n'èzí nke ndị America. ndị ọrụ, ihe fọrọ nke nta ka ọ bụrụ 50%, yana na 2020, oke ngwa n'ụwa ga-eru 47.3%.

Nke abụọ bụ Japan, nke na-aza 29.6% nke ngwa ngwa na mpaghara nzaghachi mberede zuru ụwa ọnụ, tumadi n'ihi na-eme ugboro ugboro nke ala ọma jijiji na ọdachi ndị ọzọ na Japan, na nnukwu ọchịchọ maka ngwa ike mberede.

Na Europe, Canada na ebe ndị ọzọ, isi ihe a na-achọsi ike ka bụ ihe omume n'èzí na ihe mberede, mana n'ihi nhọrọ ndị Europe nke ịnyịnya ígwè na ụzọ njem ndị ọzọ na-ebugharị, ọchịchọ maka nchekwa nchekwa ike dị obere.

Na nkenke, ma e jiri ya tụnyere nkewa ụlọ nke egwu ahụ, ịga n'oké osimiri nwere ike ịbụ ụzọ kacha mma maka ụdị ọkụ eletrik n'èzí.

Site n'echiche nke usoro mmepụta ihe, ọtụtụ njikọ jupụtara na ụlọ ọrụ ụlọ.Dị ka akwụkwọ akụkọ pụrụ iche na ụlọ ọrụ nchekwa nchekwa ike Portable wepụtara nke CITIC Securities wepụtara, ugbu a, agbụ ụlọ ọrụ nchekwa nchekwa ike zuru ụwa ọnụ, dị ka batrị elu na inverters, na ntinye nke etiti na-elekwasị anya na China.Ọtụtụ n'ime ndị na-arụ ọrụ akara ala bụ akara ndị China, na ọwa ndị dị n'okpuru bụ tumadi azụmaahịa e-oke ala.

Otú ahụ ka ọ dịkwa.Dabere na data gọọmentị EcoFlow, na Amazon Prime Day na July 2022, ire ere nke Zhenghao EcoFlow ruru nde yuan 159 n'ime ụbọchị abụọ, n'etiti ahịa ahịa North America mụbara 450% kwa afọ yana Japan mụbara 400% kwa afọ. .

 

Warburg New Energy, onye ndu na ụlọ ọrụ nchekwa nchekwa ike, ewerela atụmatụ nke ịzụlite ma ahịa ụlọ na nke mba ọzọ n'otu oge.Ọ wulitela akara nnwere onwe nke ụlọ "Electric Er" na akara mba ụwa "Jackery", ma mechaa nhazi nke "ụlọ + esenidụt" na "online + offline".

Site n'echiche nke usoro ahịa, ụlọ ọrụ nchekwa nchekwa ike zuru ụwa ọnụ na-etinye uche nke ukwuu, yana ego CR5 na-enweta 50%.Otú ọ dị, maka ahịa ụlọ, ụlọ ọrụ nchekwa nchekwa ike na-ebugharị ka dị na ọkwa nke "esemokwu" multi-brand.Na n'ihu mmepe nke akụ na ụba na n'ihu ọdịda nke ngwaahịa na-eri, ahịa penetration ọnụego nke obere ike nchekwa ngwaahịa ga-anọgide na-abawanye, na ahịa ohere sara mbara.

Ekwenyere m na n'ọdịnihu dị nso, na ịrị elu nke ọkụ eletrik n'èzí, anyị nwere ike ịnọgide na-eri òkè mmepe na China.