Mubyukuri, "umuriro wo gukambika" umaze imyaka itari mike.Imibare yatanzwe na IMedia Consulting yerekana ko mu 2021, ingano y’isoko ry’ubukungu bw’ingando z’Ubushinwa yageze kuri miliyari 74,75 (amafaranga y’amafaranga, ni yo hepfo), umwaka ushize wiyongereyeho 62.5%;ingano y’isoko ijyanye na miliyari 381.23, hamwe n’umwaka ku mwaka wiyongereyeho 59%.Biteganijwe ko mu 2025, isoko ry’ibanze mu bukungu bw’ingando z’Ubushinwa rizazamuka rigeze kuri miliyari 248.32, naho isoko rijyanye naryo rizagera kuri miliyari 1.440.28.

 

Muri byo, "ubushyuhe bwo gukambika" hamwe n'umuriro ni "amashanyarazi yo hanze" (azwi nka "portable power power power power") iki gicuruzwa kimwe.

Amashanyarazi yo hanze ni akantu gato gashobora kwishyurwa hamwe na batiri yubatswe na litiro-ion kandi irashobora kubika amashanyarazi yayo.Iringana na banki nini yishyuza.Kugeza ubu, ingufu zitanga amashanyarazi yo hanze ku isoko zirashobora kugera kuri 3000W, zishobora gutwara byoroshye ibikoresho byose byamashanyarazi bikambitse kandi bigahaza amashanyarazi abakunzi bingando muminsi myinshi.

Hashingiwe kuri ibi, mu 2021, Tmall yatangaje urutonde rwibintu icumi byambere byerekana “Double 11 ″ mu mwaka.Mu 2022, amakuru ya “Tmall Gicurasi Day Consumption Trend Report” yerekanaga ko mu 2022, igurishwa ry’amashanyarazi yo hanze kuri platifomu ryiyongereyeho inshuro zirenga ebyiri ugereranije n’igihe cyashize umwaka ushize, kandi umuvuduko w’ubwiyongere mu myaka 3 ishize urenze 300%.

Mu 2023, ubwiyongere bw'amashanyarazi yo hanze burakomeje. "Amakuru ya Magic Mirror Analysis +" yerekana ko kuva muri Nyakanga 2022 kugeza muri Kamena 2023, igurishwa rusange ry’amashanyarazi yo hanze mu mbuga rusange za e-ubucuruzi ryageze kuri miliyari 1.434, hamwe n'umwaka. -ubwiyongere bw'umwaka wa 142,94%.

Twabibutsa ko amashanyarazi yo hanze yatanzwe na “camping” inyungu zishyushye, mu myaka yashize mu iterambere ryihuse ry’isoko ry’imbere mu gihugu, ku isoko ryo hanze, amashanyarazi yo hanze yabaye “gallop” mu myaka myinshi.

Raporo y’ubushakashatsi ku iterambere ry’inganda zibikwa n’ingufu z’Ubushinwa zashyizwe ahagaragara n’ishyirahamwe ry’inganda zitanga ingufu z’amashanyarazi n’Ubushinwa mu 2021 ryerekana ko inganda zibika ingufu z’Ubushinwa ari inganda zifite ibimenyetso bigaragara byoherezwa mu mahanga.Inganda zose zifite ibice birenga 90% by’ibisohoka n’ibyoherezwa mu mahanga, kandi ni byo bikora ku isi bikomeye kandi byohereza ibicuruzwa mu mahanga.

Muyandi magambo, ugereranije nisoko ryambere ryimbere mu gihugu, isoko yingando mumahanga nisoko nyamukuru yo hanze.

01 Icyamamare "banki nini yishyurwa"

Jackery Amakuru yubushakashatsi yerekana ko muri Amerika ya ruguru, Uburayi n’Ubuyapani ndetse n’ibindi bihugu bikuze by’umuco wo gukambika hamwe n’uturere, abakunda ingando bakunda cyane kwibonera igihe kirekire.Kurugero, abakunzi bingando zAbayapani bifuza iminsi ibiri nijoro rimwe ryingendo zingando, kandi byanze bikunze bazakoresha terefone zigendanwa, mudasobwa zigendanwa nibindi bikoresho bya elegitoronike mugihe cyurugendo rwabo.

Kugaragara kwa lithium itanga amashanyarazi hanze byatumye ingando yabo yoroshye.

Hamwe n'umuyaga wumuco wo gukambika wongeye gusubira murugo, urubyiruko ruhita rukunda ubuzima bwo hanze.

Kuba mu birori bya Beijing, njye n'inshuti zanjye turateganya kujya mu ngando zikikije nyuma y'ibirori byo mu gihe cy'izuba, "Umunsi mukuru wo hagati ni umunsi wa mbere w'ikiruhuko, njye n'incuti zanjye turateganya gutaha kugira ngo duherekeze umuryango wanjye muri iminsi itatu yambere yikiruhuko, hanyuma impinga itari yo gusubira i Beijing, dusubira i Beijing, inshuti zacu nyinshi zigiye kujya gukambika kuruhuka. ”

Kandi kugirango uzamure cyane uburambe, ibikoresho mubisanzwe ni ngombwa. "Ikirere, amahema, ifunguro MATS, ameza n'intebe, ibi byose birakenewe, incubator, amashyiga, ibikoresho bya picnic nabyo birakenewe mugusangira hanze." Qingqing yabazwe neza, umwanzuro nuko ibikoresho byo gukambika bigomba kuba birenze bihagije kugirango wuzuze igiti.

Mugihe, qing qing, kubwamahirwe urugo rwanjye ni ibinyabiziga bishya byingufu, bifite ibikorwa byo gusohora bishobora guhaza ibicuruzwa bikoresha ibikoresho bya elegitoronike bishyuza no kubikoresha, cyangwa bazatekereza mubikoresho byo gukambika hamwe n'amashanyarazi yo hanze, "umwaka ushize, nashyizeho ibirango byinshi bizwi y'imbaraga zo hanze no kugura, ariko igiciro cy'ibihumbi by'amafaranga cyangwa reka ntabashe gutsinda. ”

Nubwo Qingqing itaguze amashanyarazi yo hanze kubera inshuro nke zikoreshwa, igiciro gihenze nizindi mpamvu, ariko hamwe n’ubwiyongere bwa “camping fever”, igurishwa ry’amashanyarazi yo hanze naryo ryiyongereye, mu myaka yashize, abaguzi benshi baragura amashanyarazi hanze.

Peng Peng, uteganya kandi gukambika hanze hamwe n'umuryango we mu biruhuko by’umunsi w’igihugu, yagize ati: "Ntabwo twigeze tugerageza gukambika mbere, kandi dusuye umurima w’inshuti.Kuri iyi nshuro, turateganya kugenda twenyine, kandi turashaka kugura ibikoresho byose twakoresheje mu gihe cyo gukambika. ”Ku bwa Pengpeng," banki nini yishyuza "ni ingando ikenewe," hanze hamwe n'amashanyarazi agendanwa azaba byinshi byoroshye. ”

Mubyukuri, mumaso yabaguzi benshi, gutanga amashanyarazi hanze ntabwo ari ibintu byubuhanga buhanitse, ni byubatswe mumashanyarazi menshi ya litiro ion ya batiri, irashobora gutanga amashanyarazi ahamye ya AC / DC yamashanyarazi, afite ibikoresho bitandukanye ya interineti, ikoreshwa cyane murugendo rwo hanze, kwitegura byihutirwa nibindi bintu.

Ugereranije na “banki yishyuza”, amashanyarazi yo hanze ntabwo ashyigikira umusaruro wa DC gusa, ahubwo ashobora no guhindura ingufu muri 220V AC, ashobora gutanga umubare nubwoko bwibikoresho icyarimwe, ndetse ashobora no gukoresha imirasire yizuba kugirango abike amashanyarazi mugihe byihutirwa.

Inganda ntarengwa ntabwo ari ndende, igena ko inganda zibyara umusaruro zigomba gusa kugura ibikoresho byo hejuru byo hanze byo hanze, nka selile, imirasire yizuba, inverter, ibikoresho bya elegitoronike, ibice byubaka, nibindi, hanyuma bigakora umusaruro ujyanye no gutunganya .

Cyangwa kubwibi, abinjira nabo baragaragaye.Ibisubizo by'ibibazo bya “cheque de entreprise” byerekana ko mu 2022, umubare w'inganda zo mu gihugu zirimo “amashanyarazi abikwa mu buryo bworoshye” wari 399, wiyongereyeho 46 ugereranije na 353 mu mpera za 2021.

Imibare ya "Magic Mirror Analysis +" yerekana ko imiyoboro rusange ya e-ubucuruzi urubuga rwo hanze rwamashanyarazi rwo hanze rushyira kumurongo wambere ni EcoFlow, Dianxiao 2, Star Zhao Ubururu, New Chi Shi, Bull nibindi.Hariho EcoFlow gusa, amashanyarazi ntoya ebyiri nubundi guhinga byimbitse bikurura ingufu zibikwa, ariko kandi nabakora gakondo nka Bull cross mumikino.

Muri icyo gihe, hari ubwoko bwibiranga biherereye muri Guangdong cyangwa Shandong abakora amashanyarazi hanze, nka XinChi Shi, Sheng Xinlong, Weifan, Ran yong, nibindi, nubwo ubwoko bwibirango atari EcoFlow, amashanyarazi mato abiri azwi , ariko ibicuruzwa byayo bigurishwa ni byinshi cyane.

02 Mu mahanga nini kuruta isoko ryimbere mu gihugu

Ntagushidikanya ko imbaraga zo hanze zihinduka inyanja nshya yubururu, kandi abakora amashanyarazi yo hanze bigaruriye "urwego rwisi".

Raporo y’imyigishirize y’umuguzi wo hanze ikomeza ivuga ko amashanyarazi ku isi yose yiyongereye ku kigero cyo kwiyongera ku mwaka ku kigero cya 148% kuva mu 2016 kugeza mu 2021, kandi biteganijwe ko ibicuruzwa byoherezwa ku isi n’Ubushinwa bigera kuri miliyoni 31.1 na miliyoni 28.67 bikurikiranye mu 2026.

Xu Jiqiang, umuyobozi mukuru wa Zhongguancun Energy Storage Industry Technology Alliance, yavuze ko ubu Ubushinwa bwohereza amashanyarazi hanze bugera kuri 90% ku isi.Bigereranijwe ko mu myaka mike iri imbere, ibicuruzwa byoherezwa ku isi ku isi bishobora kugera kuri miliyoni zirenga 30, kandi isoko rikaba hafi miliyari 80.

Mu yandi magambo, icyenda muri 10 ku isi itanga amashanyarazi yo hanze ikorerwa mu Bushinwa.

Ugereranije n'ingando zo mu gihugu, zazamutse gusa mu myaka yashize, amashanyarazi yo hanze ku isoko ryo hanze biragaragara ko akoreshwa mu buryo bwagutse, kandi isoko ijyanye ni nini kuruta isoko ry’imbere mu gihugu.

Kubicuruzwa bitwara ingufu byikurura bifite ubushobozi bwa W-100.000.000 W, ibikorwa byo hanze no kwitegura byihutirwa nibyo byingenzi bikoreshwa.Mubikorwa byo hanze, irashobora gutanga ingufu kuri terefone zifite ubwenge, tableti, drone, umushinga nibindi bikoresho.Mu kwitegura byihutirwa, irashobora gukemura ikibazo cy’ibura ry’amashanyarazi ryatewe n’ibiza mu turere dukunze kwibasirwa n’ibiza nka nyamugigima, tsunami na serwakira.

Ukurikije kandi ibintu nkibi byo gusaba, urebye inganda, amashanyarazi yo hanze "karemano" kugirango ahuze isoko ryo hanze.

Dukurikije imibare y’ishyirahamwe ry’inganda zitanga amashanyarazi n’ubushinwa, ukurikije imibare yagurishijwe y’ingufu zo hanze mu 2020, Leta zunze ubumwe z’Amerika n’isoko rinini ku isi rikoresha ibikoresho by’ingufu zishobora kwifashishwa, bitewe ahanini n’ingendo nyinshi z’ingendo zo hanze z’Abanyamerika abakoresha, hafi 50%, naho muri 2020, igipimo cyo gusaba ku isi kizagera kuri 47.3%.

Iya kabiri ni Ubuyapani, bingana na 29,6% by’ibisabwa mu rwego rwo guhangana n’ibiza ku isi, bitewe ahanini n’imitingito n’ibiza byibasiye Ubuyapani, ndetse n’ibikoresho bikenerwa n’ibikoresho by’ingufu byihutirwa.

Mu Burayi, Kanada n'ahandi, icyifuzo gikenewe ni ibikorwa byo hanze no mu bihe byihutirwa, ariko kubera guhitamo iburayi guhitamo amagare hamwe n’ubundi buryo bw’ingendo zishobora kugenda, icyifuzo cyo kubika ingufu zishobora kugenda ni gito.

Muri make, ugereranije no kugabana imbere murugo, kujya mu nyanja bishobora kuba umuhanda mwiza kubirango byamashanyarazi.

Urebye urwego rwinganda, amahuriro menshi yuzuyemo imishinga yo murugo.Raporo idasanzwe ku nganda zibikwa n’ingufu zishobora kwerekanwa na CITIC Securities, kuri ubu, urwego rw’inganda zibika ingufu ku isi ku isi, nka bateri zo hejuru ndetse na inverter, hamwe no kwishyira hamwe hagati mu Bushinwa.Benshi mubakora ibicuruzwa byamanuka ni ibicuruzwa byabashinwa, naho imiyoboro yo hasi ni e-ubucuruzi bwambukiranya imipaka.

Kandi ni ko bimeze.Nk’uko imibare yemewe ya EcoFlow ibigaragaza, mu munsi w’intebe wa Amazone muri Nyakanga 2022, igurishwa rya Zhenghao EcoFlow ryageze kuri miliyoni 159 mu gihe cy’iminsi ibiri, aho muri Amerika y'Amajyaruguru hagurishijwe 450% ku mwaka naho Ubuyapani bwiyongera 400% ku mwaka .

 

Warburg New Energy, umuyobozi mu nganda zibika ingufu zishobora gukoreshwa, yafashe ingamba zo guteza imbere isoko ry’imbere mu gihugu ndetse n’amahanga icyarimwe.Yubatse ikirango cyigenga cyimbere mu gihugu "Electric Er" hamwe nikirangantego mpuzamahanga "Jackery", kandi cyuzuza imiterere yose ya "home + mumahanga" na "kumurongo + kumurongo".

Urebye uko isoko ryifashe, inganda zibika ingufu ku isi ku isi zibanda cyane, aho CR5 yinjiza 50%.Nyamara, ku isoko ryimbere mu gihugu, inganda zibika ingufu zikoreshwa ziracyari mu rwego rw "amakimbirane".Hamwe n’iterambere ry’ubukungu hamwe n’igabanuka ry’ibiciro by’ibicuruzwa, igipimo cy’isoko ryinjira mu bicuruzwa bibikwa ingufu zizakomeza kwiyongera, kandi umwanya w’isoko ni mugari.

Nizera ko mu gihe cya vuba, hamwe n’izamuka ry’amashanyarazi yo hanze, dushobora gukomeza kurya inyungu z’iterambere mu Bushinwa.