Kutaura zvazviri, “camping fever” yave iripo kwemakore akawanda.Data kubva kuIMedia Consulting inoratidza kuti muna 2021, hukuru hwemusika wehupfumi hwemusasa weChina hwakasvika mabhiriyoni 74,75 yuan (RMB, yakafanana pazasi), nekukura kwegore negore kwe62,5%;saizi yemusika yakabatana yakasvika 381.23 bhiriyoni yuan, nekukura-pagore kwe59%.Zvinotarisirwa kuti muna 2025, hukuru hwemusika wehupfumi hwekumisasa hweChina huchakwira kusvika pa248.32 bhiriyoni yuan, uye chiyero chemusika chine hukama chichasvika 1,440.28 bhiriyoni yuan.

 

Pakati pavo, "camping heat" nemoto ndiyo "outdoor power supply" (inozivikanwa se "portable energy storage power supply") ichi chigadzirwa chimwe chete.

Magetsi ekunze inzvimbo diki inotakurika yekuchaja ine yakavakirwa-mukati lithium-ion bhatiri uye inogona kuchengeta yayo yega magetsi.Yakaenzana nebhangi hombe rinochaja.Parizvino, simba rekubuda remagetsi ekunze pamusika rinogona kusvika pa3000W, iro rinogona kutyaira zviri nyore chero midziyo yemagetsi yekumisasa uye kusangana nezvinodiwa nemagetsi zvevanofarira kumisasa kwemazuva akati wandei.

Zvichienderana neizvi, muna 2021, Tmall yakazivisa rondedzero yezvinhu gumi zvepamusoro zve "Double 11" mugore.Muna 2022, "Tmall May Day Consumption Trend Report" data yakaratidza kuti muna 2022, kutengeswa kwemagetsi ekunze papuratifomu kwakawedzera zvakapetwa kaviri kana zvichienzaniswa nenguva imwe chete gore rapfuura, uye kukura mumakore matatu apfuura kwakawedzera kudarika. 300%.

Muna 2023, kukura kwemagetsi ekunze kunoenderera mberi. ”Magic Mirror Analysis +” data rinoratidza kuti kubva muna Chikunguru 2022 kusvika Chikumi 2023, kutengesa kwese kwesimba rekunze mumapuratifomu e-commerce akasvika 1.434 bhiriyoni yuan, aine gore-mberi. -gore kukura mwero we142.94%.

Zvakakosha kucherechedza kuti simba rekunze rekupa ne "camping" rinopisa dividend, mumakore achangopfuura mukukurumidza kukura kwemusika wepamba, mumusika wekunze kwekunze, magetsi ekunze ave "gallop" kwemakore mazhinji.

Chirevo chekutsvagisa pamusoro peKukudziridzwa kweChina chePortable Energy Storage Indasitiri yakaburitswa neChina Chemical uye Physical Power Supply Indasitiri Association muna 2021 inoratidza kuti China inotakurika indasitiri yekuchengetera simba iindasitiri ine pachena-yakatarisana kunze.Indasitiri yese ine inodarika 90% yezvinobuda uye kunze kwenyika, uye ndiyo inogadzira pasi rose uye inotumira kunze kwenyika inotakurika yekuchengetedza simba.

Mune mamwe mazwi, zvichienzaniswa nemusika wekutanga wepamba, mhiri kwemakungwa musasa musika ndiyo huru yekunze musika wemagetsi.

01 Yakakurumbira "bhangi hombe yekuchaja"

Jackery Iyo data yeongororo inoratidza kuti muNorth America, Europe neJapan nedzimwe nyika dzine tsika dzekudzikamisa misasa dzakakura uye matunhu, vanofarira kumisasa vanowanzoda kuziva kwenguva yakareba.Semuyenzaniso, vanofarira musasa wekuJapan vanoda kwazvo mazuva maviri nehusiku humwe hwenzendo dzemisasa, uye vachashandisa nharembozha, malaptop nezvimwe midziyo yemagetsi panguva yenzendo dzavo dzekembi.

Kubuda kwe lithium yekunze magetsi kwaita kuti musasa wavo uve nyore.

Nemhepo yekambi tsika inovhuvhuta kudzokera kumba zvakare, vechidiki vanobva vangoda mararamiro ekunze.

Ndichigara muBeijing kupemberera, ini neshamwari dzangu tinoronga kuenda kumisasa yakatenderedza mushure meMutambo weMid-Autumn, "Mutambo weMid-Autumn izuva rekutanga rezororo, ini neshamwari dzangu tinoronga kuenda kumba kunoperekedza mhuri yangu mazuva matatu ekutanga ezororo, uyezve nepamusoro-soro yekudzokera kuBeijing, kudzokera kuBeijing, shamwari dzedu dzakati wandei dzava kuda kuenda kunozorora.

Uye kusimudzira zvakanyanya ruzivo rwekumisasa, midziyo yacho haigoneki." Denga, matende, MATS ekudya, matafura nemacheya, zvese izvi zvinodiwa, ma incubator, zvitofu, midziyo yepikiniki inodiwawo pakudyira kunze. ”Qingqing akaverengerwa, mhedziso ndeyokuti midziyo yemusasa inofanira kuva yakawanda kudarika kuzadza trunk.

Munguva, qing qing, rombo rakanaka imba yangu imotokari nyowani, ine basa rekuburitsa rinogona kusangana nezvinodiwa zvemagetsi zvigadzirwa zvekuchaja nekushandisa, kana ivo vanozofunga mumidziyo yekumisasa ine magetsi ekunze, "gore rapfuura, ndakaisa mhando dzakawanda dzakakurumbira. wesimba rekunze nekutenga, asi mutengo wezviuru zveyuan kana kurega handina kukwanisa kubudirira. "

Kunyangwe Qingqing isina kutenga magetsi ekunze nekuda kwekuderera kwekushandisa, mutengo unodhura uye zvimwe zvikonzero, asi nekukwira kwe "camping fever", kutengeswa kwemagetsi ekunze kwakawedzerawo, mumakore achangopfuura, vatengi vazhinji vanotenga. magetsi ekunze.

Peng Peng, uyo anorongawo kudzika musasa kunze nemhuri yake panguva yezororo reZuva Renyika, akati, "Hatina kumboedza kudzika musasa, uye tiri kushanyira shamwari.Panguva ino, tinoronga kufamba tiri toga, uye tinoda kutenga midziyo yose yataishandisa pakudzika musasa.” Semaonero aPengpeng,” bhangi guru rekubhadhara mari “imusasa unodiwa,” kunze kune magetsi ekufambisa. zvakawanda zviri nyore. "

Sezvineiwo, mumaziso evatengi vazhinji, magetsi ekunze haasi epamusoro-tekinoroji yekutamba, ndeye yakavakirwa-mukati yakakwira simba density lithium ion bhatiri, inogona kupa yakagadzikana AC / DC voltage inobuda simba system, ine dzakasiyana siyana. yema interfaces, anoshandiswa zvakanyanya mukufamba kwekunze, kugadzirira kwekukurumidzira uye zvimwe zviitiko.

Kuenzaniswa ne "bhangi rekuchaja", magetsi ekunze haangotsigire kubuda kweDC chete, asiwo anogona kushandura simba kuita 220V AC, anogona kupa huwandu hwakawanda nemhando dzemidziyo panguva imwe chete, uye kunyange anogona kushandisa solar kuchaja mapaneru kuchengetedza magetsi. kana paine emergency.

Iyo indasitiri chikumbaridzo haina kukwirira, iyo inotaridza kuti mabhizinesi ekugadzira anongoda kutenga ekumusoro ekunze emagetsi ekunze, senge masero, solar panel, inverter, zvemagetsi zvikamu, zvimiro zvemukati, nezvimwe, uyezve kuita zvinoenderana nekugadzira uye kugadzirisa. .

Kana nekuda kweizvi, vapinda vabudawo.Mhedzisiro yemubvunzo ye "bhizinesi cheki" inoratidza kuti panosvika 2022, huwandu hwemabhizinesi epamba anosanganisira "inotakurika magetsi ekuchengetedza magetsi" aive 399, kuwedzera kwemakumi mana nematanhatu zvichienzaniswa ne353 pakupera kwa2021.

Iyo data ye "Magic Mirror Analysis +" inoratidza kuti iyo huru e-commerce chikuva chekunze magetsi mabhureki anotungamira emhando yepamusoro ndeyeEcoFlow, Dianxiao 2, Star Zhao Blue, New Chi Shi, Bull uye zvichingodaro.Kune kwete EcoFlow chete, magetsi. madiki maviri uye mamwe akadzika kurima anotakurika ekuchengetedza simba vagadziri, asiwo echinyakare vagadziri vakaita seBull muchinjikwa mumutambo.

Panguva imwecheteyo, kune mhando yemhando dziri muGuangdong kana Shandong ekunze ekugadzira magetsi, akadai XinChi Shi, Sheng Xinlong, Weifan, Ran yong, nezvimwewo, kunyangwe rudzi urwu rwemhando isiri EcoFlow, magetsi madiki mbiri mbiri. , asi kutengeswa kwayo kwechigadzirwa chimwe chete kwakakwira zvakanyanya.

02 Kumhiri kwemakungwa kwakakura kudarika musika wepamba

Hapana mubvunzo kuti simba rekunze riri kuita gungwa idzva rebhuruu, uye vagadziri vemagetsi ekunze vakatora "pasirese".

Sekureva kweOutdoor Consumer Electronics Trends Report, magetsi epasi rose anotakurika akakura pamwero wepagore wekukura kwe148% kubva 2016 kusvika 2021, uye kutakura kwepasirese neChina kunotarisirwa kusvika 31.1 miriyoni mayunitsi uye 28.67 miriyoni zvikamu zvakateerana panosvika 2026.

Xu Jiqiang, mutariri mukuru weZhongguancun Energy Storage Industry Technology Alliance, akataura kuti maChina ekunze ekufambisa magetsi ekufambisa magetsi parizvino anodarika makumi mapfumbamwe muzana epasirese.Zvinofungidzirwa kuti mumakore mashoma anotevera, kutakurwa kwepagore kwepasi rose kunogona kusvika kudarika mamirioni makumi matatu, uye saizi yemusika ingangoita bhiriyoni makumi masere yuan.

Mune mamwe mazwi, zvipfumbamwe zvepasi gumi zvemagetsi zvekunze zvinogadzirwa muChina.

Kuenzaniswa nemisasa yemumba, iyo yangokwira mumakore achangopfuura, magetsi ekunze mumusika wekunze zviri pachena anoshandiswa munzvimbo yakakura, uye musika unoenderana wakafara kupfuura musika wepamba.

Kune zvigadzirwa zvekuchengetedza simba zvinotakurika zvine huwandu hunosvika 100-3,000 W, zviitiko zvekunze uye kugadzirira kwekukurumidzira ndiwo makuru ekushandisa.Muzviitiko zvekunze, inogona kupa simba kune akangwara mafoni, mahwendefa, drones, mapurojekita uye zvimwe zvishandiso.Mukugadzirira kwekukurumidzira, inogona kugadzirisa kushomeka kwemagetsi kunokonzerwa nenjodzi munzvimbo dzinogara dzichiitika njodzi dzakadai sekudengenyeka kwenyika, tsunami uye blizzard.

Zvakare zvichibva pamamiriro ezvinhu akadaro ekushandisa, mukuona kweindasitiri, magetsi ekunze "akasikwa" kuti aenderane nemusika wekunze.

Zvinoenderana nedata reChina Chemical uye Physical Power Supply Indasitiri Association, maererano nedhata rekutengesa remagetsi ekunze muna 2020, United States ndiyo musika wepasi rose wekushandisa wekuchengetedza simba rinotakurika, kunyanya nekuda kwechikamu chepamusoro chekufamba kwekunze kweAmerica. vashandisi, padyo ne50%, uye muna 2020, chikamu chekushandisa munyika chichasvika 47.3%.

Yechipiri iJapan, iyo inotora 29.6% yezvikumbiro mundima yepasi rose yekupindura kwechimbichimbi, kunyanya nekuda kwekuwanzoitika kwekudengenyeka kwenyika nedzimwe njodzi muJapan, uye kudiwa kukuru kwemagetsi emagetsi ekukurumidzira.

MuEurope, Canada nedzimwe nzvimbo, chinonyanya kudiwa chichiri zviitiko zvekunze uye zvekukurumidzira, asi nekuda kweEuropean sarudzo yemabhasikoro uye dzimwe nzira dzekufambisa dzinotakurika, kudiwa kwesimba rinotakurika rekuchengetedza kushoma.

Muchidimbu, kana zvichienzaniswa nekupatsanurwa kwepamba kwenjanji, kuenda kugungwa kunogona kunge kuri mugwagwa wakakodzera wemagetsi ekunze.

Kubva pakuona kweindasitiri cheni, akawanda malink akazara nemabhizinesi epamba.Sekureva kweSpecial Report yePortable Energy Storage Indasitiri yakaburitswa neCITIC Securities, parizvino, iyo yepasi rose inotakurika simba rekuchengetedza indasitiri cheni, senge mabhatiri ekumusoro uye inverters, uye kubatanidzwa kwepakati kwakaiswa muChina.Mazhinji evanoshandisa brand yakadzika maChinese brands, uye nzira dzepasi dzinonyanya kuyambuka-muganho e-commerce.

Uye ndizvo zvazviri.Zvinoenderana nedata repamutemo reEcoFlow, muAmazon Prime Day muna Chikunguru 2022, kutengeswa kweZhenghao EcoFlow kwakasvika 159 miriyoni yuan mumazuva maviri, pakati peiyo kutengesa kuNorth America kwakawedzera 450% gore negore uye Japan yakawedzera 400% gore negore. .

 

Warburg New Energy, mutungamiri mune inotakurika simba rekuchengetedza indasitiri, atora zano rekugadzira misika yemumba neyekunze panguva imwe chete.Yakavaka yakazvimiririra brand "Electric Er" uye yepasi rose brand "Jackery", uye yakapedzisa kutenderera kwese kwe "yemumba + mhiri kwemakungwa" uye "online + offline".

Kubva pamaonero eiyo musika patani, iyo yepasi rose inotakurika simba rekuchengetedza indasitiri yakatarisana zvakanyanya, neCR5 mari inoverengera makumi mashanu%.Nekudaro, kumusika wepamba, iyo inotakurika yekuchengetedza simba indasitiri ichiri muchikamu chemhando dzakawanda "makakatanwa".Nekuwedzera kwekusimudzira kwehupfumi uye nekudzikira kwemitengo yechigadzirwa, chiyero chekupinda mumusika chezvigadzirwa zvemagetsi zvinotakurika zvicharamba zvichikwira, uye nzvimbo yemusika yakafara.

Ndinotenda kuti munguva pfupi iri kutevera, nekukwira kwemagetsi ekunze, tinogona kuramba tichidya chikamu chebudiriro muChina.