Ndipotu, "camping fever" yakhalapo kwa zaka zingapo.Deta yochokera ku IMedia Consulting ikuwonetsa kuti mu 2021, kukula kwa msika wachuma chamsasa ku China kudafika 74.75 biliyoni ya yuan (RMB, zomwe zili pansipa), ndikukula kwa chaka ndi 62,5%;kukula kwa msika wogwirizanako kudafika 381.23 biliyoni ya yuan, ndikukula kwa chaka ndi 59%.Zikuyembekezeka kuti mu 2025, msika wapakatikati wachuma chaku China ukwera kufika pa 248.32 biliyoni ya yuan, ndipo msika wogwirizana nawo udzafika pa 1,440.28 biliyoni.

 

Pakati pawo, "kutentha kwa msasa" ndi moto ndi "magetsi akunja" (otchedwa "portable power storage power supply").

Magetsi akunja ndi malo ang'onoang'ono onyamulira omwe ali ndi batri ya lithiamu-ion ndipo amatha kusunga magetsi ake.Ndilofanana ndi banki yayikulu yolipiritsa.Pakadali pano, mphamvu yotulutsa magetsi akunja pamsika imatha kufikira 3000W, yomwe imatha kuyendetsa zida zilizonse zamagetsi zamsasa ndikukwaniritsa zofunikira zamagetsi za okonda kumisasa kwa masiku angapo.

Kutengera izi, mu 2021, Tmall adalengeza mndandanda wazinthu khumi zapamwamba za "Double 11" mchaka.Mu 2022, "Tmall May Day Consumption Trend Report" idawonetsa kuti mu 2022, kugulitsa magetsi akunja papulatifomu kudakwera kuwirikiza kawiri poyerekeza ndi nthawi yomweyi chaka chatha, ndipo kukula kwazaka zitatu zapitazi kunali kopitilira muyeso. 300%.

Mu 2023, kukula kwa magetsi akunja kukupitilira. "Magic Mirror Analysis +" ziwonetsero zikuwonetsa kuti kuyambira Julayi 2022 mpaka Juni 2023, kugulitsa kwathunthu kwa mphamvu zakunja pamapulatifomu akuluakulu a e-commerce kudafika yuan biliyoni 1.434, ndi chaka chikubwera. -chaka kukula kwa 142.94%.

Ndikoyenera kudziwa kuti magetsi akunja ndi gawo lotentha la "misasa", m'zaka zaposachedwa pakukula kwa msika wapakhomo, pamsika wakunja, magetsi akunja akhala "kutsika" kwa zaka zambiri.

Lipoti la Research on Development of China Portable Energy Storage Industry lomwe linatulutsidwa ndi China Chemical and Physical Power Supply Industry Association mu 2021 likuwonetsa kuti makampani aku China osungira mphamvu ndi makampani omwe ali ndi mawonekedwe owonekera kunja.Makampani onse ali ndi zoposa 90% za zomwe amatulutsa ndikutumiza kunja, ndipo ndi omwe amapanga padziko lonse lapansi ndikutumiza kunja kusungirako mphamvu zonyamula.

Mwanjira ina, poyerekeza ndi msika woyamba wapakhomo, msika wamsasa wakunja ndi msika waukulu wakunja wamagetsi.

01 "Banki yayikulu" yotchuka

Jackery Deta ya kafukufukuyo ikuwonetsa kuti ku North America, Europe ndi Japan komanso mayiko ndi madera ena okhwima okhazikika msasa, anthu okonda kumisasa amakhala ndi chidwi chodziwa kwa nthawi yayitali.Mwachitsanzo, anthu okonda misasa ya ku Japan amakonda ulendo wa masiku awiri ndi usiku umodzi wokamanga msasa, ndipo mosapeŵeka adzagwiritsa ntchito mafoni a m’manja, ma laputopu ndi zipangizo zina zamagetsi paulendo wawo wokamanga msasa.

Kutuluka kwa magetsi a lithiamu kunja kwapangitsa kuti msasa wawo ukhale wosavuta.

Ndi mphepo ya chikhalidwe cha msasa ikubwereranso kunyumba, achinyamata nthawi yomweyo amakonda moyo wakunja.

Tikukhala pachikondwerero cha Beijing, ine ndi anzanga tikukonzekera kupita kumalo oyandikana nawo pambuyo pa Phwando la Mid-Autumn, "Chikondwerero cha Mid-Autumn ndi tsiku loyamba la tchuthi, ine ndi anzanga tikukonzekera kupita kunyumba kutsagana ndi banja langa. masiku atatu oyambilira atchuthi, kenako nsonga yolakwika yobwerera ku Beijing, kubwerera ku Beijing, anzathu angapo atsala pang'ono kupita kumisasa kuti akapumule.

Ndipo kupititsa patsogolo luso la kumisasa, zida ndi zofunika kwambiri mwachilengedwe. ”Mlengalenga, mahema, MATS a chakudya, matebulo ndi mipando, zonsezi ndizofunikira, zofukizira, masitovu, zida za pikiniki ndizofunikanso pakudyera panja. ”Qingqing mapeto ndi kuti zipangizo msasa ayenera kukhala zambiri kudzaza thunthu.

Panthawi, qing qing, mwamwayi nyumba yanga ndi magalimoto atsopano amphamvu, kukhala ndi ntchito yotulutsa imatha kukwaniritsa zofunikira zamagetsi zolipiritsa ndikugwiritsa ntchito, kapena aziganizira pazida zamsasa ndi magetsi akunja, "chaka chatha, ndidayika mitundu ingapo yodziwika bwino. za mphamvu zakunja ndi kugula, koma mtengo wa ma yuan masauzande kapena kusiya sindinathe kuchita bwino. ”

Ngakhale kuti Qingqing sanagule magetsi akunja chifukwa cha kutsika kochepa kwa ntchito, mtengo wokwera mtengo ndi zifukwa zina, koma ndi kukwera kwa "camping fever", malonda a magetsi akunja awonjezeka, m'zaka zaposachedwa, ogula ambiri amagula. magetsi akunja.

Peng Peng, yemwe akukonzekeranso kumanga msasa panja ndi banja lake patchuthi cha National Day, adati, ”Nthawi ino, tikukonzekera kuyenda tokha, ndipo tikufuna kugula zida zonse zomwe tidagwiritsa ntchito pomanga msasa. zambiri zothandiza. ”

M'malo mwake, pamaso pa ogula ambiri, magetsi akunja simasewera apamwamba kwambiri, ndi batire ya lithiamu ion yokhazikika, imatha kupereka mphamvu yamagetsi ya AC / DC yokhazikika, yokhala ndi zida zosiyanasiyana. zolumikizira, zomwe zimagwiritsidwa ntchito kwambiri paulendo wakunja, kukonzekera mwadzidzidzi ndi zochitika zina.

Poyerekeza ndi "charging banki", magetsi akunja samangothandizira kutulutsa kwa DC, komanso amatha kusintha mphamvu kukhala 220V AC, amatha kupereka manambala ambiri ndi mitundu ya zida nthawi imodzi, komanso amatha kugwiritsa ntchito mapanelo opangira dzuwa kuti asunge magetsi. pakagwa mwadzidzidzi.

Makampani polowera si mkulu, amene amatsimikiza kuti mabizinezi kupanga okha kugula kumtunda panja mphamvu zigawo zikuluzikulu, monga maselo, mapanelo dzuwa, inverter, zida zamagetsi, structural zigawo zikuluzikulu, etc., ndiyeno kuchita lolingana kupanga ndi processing. .

Kapena chifukwa cha ichi, olowa nawonso atulukira.Zotsatira zamafunso a "mabizinesi cheke" zikuwonetsa kuti pofika 2022, kuchuluka kwa mabizinesi apakhomo kuphatikiza "magetsi osungira magetsi" kunali 399, chiwonjezeko cha 46 poyerekeza ndi 353 kumapeto kwa 2021.

Deta ya "Magic Mirror Analysis +" ikuwonetsa kuti ma e-commerce amtundu wamagetsi akunja omwe ali ndi zida zapamwamba kwambiri ndi EcoFlow, Dianxiao 2, Star Zhao Blue, New Chi Shi, Bull ndi zina zotero.Palibe EcoFlow yokha, magetsi. ang'onoang'ono awiri ndi ena akuya kulima kunyamula kunyamula mphamvu yosungirako opanga, komanso opanga miyambo monga Bull kuwoloka mu masewera.

Nthawi yomweyo, pali mtundu wa zopangidwa zili Guangdong kapena Shandong opanga mphamvu panja, monga XinChi Shi, Sheng Xinlong, Weifan, Ran yong, etc., ngakhale mtundu uwu wa zopangidwa si EcoFlow, magetsi ang'onoang'ono mbiri mbiri. , koma malonda ake amodzi ndi apamwamba kwambiri.

02 Kutsidya kwa nyanja ndi kwakukulu kuposa msika wapakhomo

Palibe kukayika kuti mphamvu zakunja zikukhala nyanja yatsopano ya buluu, ndipo opanga magetsi akunja atenga "gawo la dziko".

Malinga ndi Outdoor Consumer Electronics Trends Report, magetsi onyamula padziko lonse lapansi adakula pakukula kwa 148% kuyambira 2016 mpaka 2021, ndipo zotumizidwa padziko lonse lapansi ndi zaku China zikuyembekezeka kufika mayunitsi 31.1 miliyoni ndi mayunitsi 28.67 miliyoni motsatana ndi 2026.

Xu Jiqiang, woyang'anira wamkulu wa Zhongguancun Energy Storage Industry Technology Alliance, adati kutumiza kwamagetsi panja ku China kukupitilira 90% yapadziko lonse lapansi.Akuti pazaka zingapo zikubwerazi, katundu wapachaka padziko lonse lapansi atha kufikira mayunitsi opitilira 30 miliyoni, ndipo kukula kwa msika ndi pafupifupi 80 biliyoni.

Mwanjira ina, magetsi asanu ndi anayi mwa 10 padziko lonse lapansi amapangidwa ku China.

Poyerekeza ndi msasa wapakhomo, womwe wangowuka m'zaka zaposachedwa, magetsi akunja pamsika wakunja akugwiritsidwa ntchito mosiyanasiyana, ndipo msika wofananira ndi wotakata kuposa msika wapakhomo.

Pazinthu zonyamulika zosungira mphamvu zokhala ndi mphamvu pafupifupi 100-3,000 W, zochitika zapanja komanso kukonzekera mwadzidzidzi ndizochitika zazikulu zogwiritsira ntchito.Pantchito zakunja, imatha kupereka mphamvu ku mafoni anzeru, mapiritsi, ma drones, ma projekita ndi zida zina.Pokonzekera mwadzidzidzi, imatha kuthetsa kusowa kwa magetsi komwe kumachitika chifukwa cha masoka achilengedwe m'madera omwe amapezeka kawirikawiri masoka achilengedwe monga chivomezi, tsunami ndi blizzard.

Komanso kutengera zochitika zogwiritsa ntchito ngati izi, malinga ndi makampani, magetsi akunja "achilengedwe" kuti agwirizane ndi msika wakunja.

Malinga ndi zomwe bungwe la China Chemical and Physical Power Supply Industry Association linapeza, malinga ndi kuchuluka kwa malonda amagetsi akunja mu 2020, United States ndiye msika waukulu kwambiri padziko lonse lapansi wopangira mphamvu zosungirako mphamvu, makamaka chifukwa cha kuchuluka kwa maulendo akunja aku America. ogwiritsa, pafupi ndi 50%, ndipo mu 2020, chiwerengero cha ntchito padziko lonse chidzafika 47.3%.

Yachiwiri ndi Japan, yomwe imapanga 29.6% ya ntchito zomwe zimagwiritsidwa ntchito pazochitika zadzidzidzi padziko lonse, makamaka chifukwa cha zivomezi ndi masoka ena omwe amachitika kawirikawiri ku Japan, komanso kufunikira kwakukulu kwa zipangizo zamagetsi zamagetsi.

Ku Ulaya, Canada ndi malo ena, chofunika kwambiri akadali ntchito zakunja ndi zadzidzidzi, koma chifukwa cha chisankho cha ku Ulaya cha njinga ndi njira zina zoyendayenda, kufunikira kosungirako mphamvu kumachepa.

Mwachidule, poyerekeza ndi kugawanika kwapakhomo kwa njanji, kupita kunyanja kungakhale njira yabwino yopangira magetsi akunja.

Kuchokera pamalingaliro amakampani, maulalo ambiri ali odzaza ndi mabizinesi apakhomo.Malinga ndi Lipoti Lapadera la Portable Energy Storage Viwanda lotulutsidwa ndi CITIC Securities, pakali pano, makina osungira magetsi onyamula mphamvu padziko lonse lapansi, monga mabatire akumtunda ndi ma inverters, komanso kuphatikiza kwapakati kumakhazikika ku China.Ambiri mwa ogwiritsa ntchito ma brand akutsika ndi mtundu waku China, ndipo njira zotsikira m'munsi zimakhala zamalonda odutsa malire.

Ndipo kotero izo ziri.Malinga ndi zidziwitso za EcoFlow, mu Prime Day ku Amazon mu Julayi 2022, kugulitsa kwa Zhenghao EcoFlow kudafika 159 miliyoni yuan m'masiku awiri, pomwe kugulitsa ku North America kudakwera 450% chaka ndi chaka ndipo Japan idakwera 400% chaka ndi chaka. .

 

Warburg New Energy, mtsogoleri pamakampani osungira mphamvu zamagetsi, atengera njira yopangira misika yapakhomo ndi yakunja nthawi imodzi.Yapanga mtundu wodziyimira pawokha wapanyumba "Electric Er" ndi mtundu wapadziko lonse lapansi "Jackery", ndipo yamaliza masanjidwe ozungulira a "zanyumba + zakunja" ndi "paintaneti + osalumikizidwa".

Kutengera momwe msika umagwirira ntchito, msika wapadziko lonse lapansi wosungira mphamvu zamagetsi umakhala wokhazikika, ndipo ndalama za CR5 zimawerengera 50%.Komabe, pamsika wapanyumba, makampani osungira mphamvu onyamula akadali pagawo la "mikangano" yamitundu yambiri.Ndi chitukuko chowonjezereka chachuma komanso kutsika kwamitengo yazinthu, kuchuluka kwa msika wazinthu zosungira mphamvu zonyamula kupitilira kukula, ndipo msika ndi waukulu.

Ndikukhulupirira kuti posachedwapa, ndi kukwera kwa magetsi akunja, tikhoza kupitiriza kudya gawo lachitukuko ku China.