Ha e le hantle, “letšoao la kampo” le bile teng ka lilemo tse ’maloa.Lintlha tse tsoang ho IMedia Consulting li bontša hore ka 2021, boholo ba 'maraka oa mantlha oa moruo oa liahelo oa Chaena o fihlile ho li-yuan tse limilione tse likete tse 74,75 (RMB, e tšoanang ka tlase), ka kholo ea selemo le selemo ea 62,5%;boholo ba 'maraka bo amanang bo fihlile ho li-yuan tse limilione tse likete tse 381.23, ka kholo ea selemo le selemo ea 59%.Ho lebelletsoe hore ka 2025, sekala sa mantlha sa 'maraka oa moruo oa China se tla nyolohela ho li-yuan tse limilione tse likete tse 248.32,' me sekala se amanang le 'maraka se tla fihla ho li-yuan tse limilione tse likete tse 1,440.28.

 

Har'a tsona, "mocheso oa liahelo" o nang le mollo ke "phepelo ea motlakase ea ka ntle" (e tsejoang e le "phepelo ea matla a polokelo ea matla a nkehang") sehlahisoa sena se le seng.

Phepelo ea motlakase ea kantle ke seteishene se senyenyane sa ho tjhaja se nkehang habonolo se nang le betri ea lithium-ion e hahelletsoeng ka hare mme e ka boloka motlakase oa eona.E lekana le banka e kholo ea ho tjhaja.Hajoale, matla a hlahisoang ke phepelo ea motlakase ea kantle 'marakeng a ka fihla ho 3000W, e ka khannang lisebelisoa life kapa life tsa motlakase tsa kampong le ho fihlela tlhoko ea motlakase ea batho ba chesehelang litente ka matsatsi a' maloa.

E ipapisitse le sena, ka 2021, Tmall e phatlalalitse lethathamo la lintho tse leshome tse holimo tsa "Double 11" ka selemo.Ka 2022, data ea "Tmall May Day Consumption Trend Report" e bonts'itse hore ka 2022, thekiso ea phepelo ea motlakase kantle sethaleng e eketsehile ho feta habeli ha e bapisoa le nako e tšoanang selemong se fetileng, mme sekhahla sa kholo lilemong tse 3 tse fetileng se ne se feta. 300%.

Ka 2023, kholo ea phepelo ea motlakase ea kantle e ntse e tsoela pele. "Magic Mirror Analysis +" data e bonts'a hore ho tloha Phupu 2022 ho fihlela Phuptjane 2023, thekiso e felletseng ea matla a kantle ho li-platform tsa e-commerce tse kholo e fihlile ho li-yuan tse limilione tse likete tse 1.434, ka selemo ho ea pele. - sekhahla sa kholo ea selemo sa 142.94%.

Ke habohlokoa ho hlokomela hore phepelo ea motlakase ea ka ntle ka phaello e chesang ea "kampong", lilemong tsa morao tjena tsoelo-pele e potlakileng ea 'maraka oa malapeng,' marakeng oa mose ho maoatle, phepelo ea matla a ka ntle e bile "gallop" ka lilemo tse ngata.

Tlaleho ea Patlisiso mabapi le Nts'etsopele ea Indasteri ea Polokelo ea Matla a Portable ea China e lokollotsoeng ke China Chemical and Physical Power Supply Industry Association ka 2021 e bonts'a hore indasteri ea polokelo ea matla e nkehang ea China ke indasteri e nang le litšobotsi tse hlakileng tse shebaneng le kantle ho naha.Indasteri eohle e na le karolo e fetang 90% ea lihlahisoa le thepa e romelloang kantle ho naha, 'me ke eona moetsi e moholo oa lefats'e oa polokelo ea matla a nkehang habobebe.

Ka mantsoe a mang, ha ho bapisoa le 'maraka oa pele oa lehae,' maraka oa mose ho maoatle oa likampong ke 'maraka o ka sehloohong oa matla a kantle.

01 "Banka e kholo ea litefiso" e tsebahalang

Jackery Lintlha tsa phuputso li bontša hore Amerika Leboea, Europe le Japane le linaheng tse ling tse seng li hōlile tsebong tsa ho hloma liahelo le libaka, batho ba chesehelang litente ba na le tšekamelo ea ho ba le phihlelo ka nako e telele.Ka mohlala, batho ba chesehelang likampong tsa Majapane ba chesehela matsatsi a mabeli le bosiu bo le bong ba maeto a ho hloma liahelo, ’me ha ho pelaelo hore ba tla sebelisa lithelefono tsa cellular, lilaptop le lisebelisoa tse ling tsa elektroniki nakong ea maeto a bona a ho hloma liahelo.

Ho hlaha ha matla a kantle a lithium ho entse hore kampo ea bona e be bonolo.

Ka moea oa moetlo oa ho hloma liahelo o khutlela hae hape, bacha ba rata hang-hang mokhoa oa bophelo oa kantle.

Kaha re lula moketeng oa Beijing, 'na le metsoalle ea ka re rera ho ea likampong tse haufi ka mor'a Mokete oa Mahareng-Hoetla, "Mokete oa Mahareng-Hoetla ke letsatsi la pele la matsatsi a phomolo, 'na le metsoalle ea ka re rera ho khutlela hae ho ea felehetsa ba lelapa leso Matsatsi a mararo a pele a matsatsi a phomolo, 'me ka mor'a moo, ho khutlela Beijing, ho khutlela Beijing, metsoalle ea rona e 'maloa e haufi le ho ea kampong ho ea phomola.

'Me ho ntlafatsa haholo boiphihlelo ba kampo, lisebelisoa ke tsa bohlokoa ka tlhaho." Leholimo, litente, MATS ea lijo, litafole le litulo, tsena kaofela lia hlokahala, li-incubator, litofo, lisebelisoa tsa pikiniki le tsona lia hlokahala bakeng sa ho jella kantle. ”Qingqing qeto ke hore thepa ea kampong e tlameha ho ba ho feta ho lekana ho tlatsa kutu.

Nakong ea, qing qing, ka lehlohonolo ntlo ea ka ke likoloi tse ncha tsa matla, ts'ebetso ea ho lahla e ka fihlela tlhoko ea lihlahisoa tsa elektroniki tse tjhajang le ho li sebelisa, kapa ba tla nahana ka lisebelisoa tsa kampo tse nang le motlakase oa kantle," selemong se fetileng, ke ile ka beha lihlahisoa tse 'maloa tse tsebahalang. ea matla a kantle le ho reka, empa theko ea li-yuan tse likete kapa e ntumelle ha kea khona ho atleha. ”

Le hoja Qingqing e sa ka ea reka motlakase ka ntle ka lebaka la tšebeliso e tlaase ea tšebeliso, theko e theko e boima le mabaka a mang, empa ka ho phahama ha "camping fever", thekiso ea phepelo ea motlakase ka ntle e boetse e eketsehile, lilemong tsa morao tjena, bareki ba bangata ba reka. phepelo ea motlakase kantle.

Peng Peng, eo hape a rerileng ho hloma liahelo kantle le ba lelapa la hae nakong ea matsatsi a phomolo a Letsatsi la Naha, o itse, "Ha re so ka re leka ho hloma liahelo pele, 'me re etela masimo a metsoalle.Lekhetlong lena, re rerile ho tsamaea re le bang, 'me re batla ho reka thepa eohle eo re neng re e sebelisa ha re hlomme liahelo. e bonolo haholoanyane. ”

Ebile, mahlong a bareki ba bangata, phepelo ea motlakase ea kantle ha se papali ea theknoloji e phahameng, ke betri ea lithium ion e hahiloeng ka har'a matla a phahameng a matla, e ka fana ka sistimi e tsitsitseng ea motlakase ea AC / DC, e nang le lisebelisoa tse fapaneng. ea li-interfaces, tse sebelisoang haholo maetong a kantle, ho itokisetsa maemo a tšohanyetso le maemo a mang.

Ha ho bapisoa le "banka ea ho tjhaja", phepelo ea motlakase ea kantle ha e tšehetse feela tlhahiso ea DC, empa hape e ka fetola matla hore e be 220V AC, e ka fana ka linomoro le mefuta e mengata ea lisebelisoa ka nako e le 'ngoe,' me e ka sebelisa lisebelisoa tsa letsatsi ho boloka motlakase. boemong ba tshohanyetso.

Moeli oa indasteri ha o phahame, o etsang qeto ea hore likhoebo tsa tlhahiso li hloka feela ho reka lisebelisoa tsa motlakase tse ka ntle, joalo ka lisele, liphanele tsa letsatsi, inverter, likarolo tsa elektroniki, likarolo tsa meralo, joalo-joalo, ebe li etsa tlhahiso le ts'ebetso e ts'oanang. .

Kapa ka lebaka la sena, ba kenang le bona ba hlahile.Liphetho tsa lipotso tsa "chekoloho ea likhoebo" li bonts'a hore ka 2022, palo ea likhoebo tsa lapeng tse kenyelletsang "phepelo ea matla a polokelo ea matla" e ne e le 399, keketseho ea 46 ha e bapisoa le 353 qetellong ea 2021.

Lintlha tsa "Magic Mirror Analysis +" li bontša hore marang-rang a marang-rang a marang-rang a marang-rang a marang-rang a marang-rang a marang-rang a marang-rang a marang-rang a marang-rang a marang-rang ke EcoFlow, Dianxiao 2, Star Zhao Blue, New Chi Shi, Bull joalo-joalo.Ha ho na EcoFlow feela, motlakase. tse nyane tse peli le tse ling tse tebileng tse lemang baetsi ba polokelo ea matla, empa hape le baetsi ba setso ba kang Bull ba tšela papali.

Ka nako e ts'oanang, ho na le mofuta oa lihlahisoa tse teng Guangdong kapa Shandong bahlahisi ba matla ba kantle, joalo ka XinChi Shi, Sheng Xinlong, Weifan, Ran yong, joalo-joalo, leha mefuta ea mofuta ona e se EcoFlow, motlakase o nyane o na le botumo bo botle. , empa thekiso ea eona ea sehlahisoa se le seng e phahame haholo.

02 mose ho maoatle e kholo ho feta mmaraka oa lapeng

Ha ho pelaelo hore matla a ka ntle a fetoha leoatle le lecha le leputsoa, ​​​​'me bahlahisi ba matla ba ka ntle ba nkile "sethala sa lefats'e".

Ho latela Outdoor Consumer Electronics Trends Report, phepelo ea motlakase e nkehang lefatšeng ka bophara e holile ka sekhahla sa kholo ea selemo le selemo ea 148% ho tloha 2016 ho isa 2021, mme thomello ea lefats'e le ea China e lebelletsoe ho fihla ho li-unit tse limilione tse 31.1 le li-unit tse limilione tse 28.67 ka ho latellana ka 2026.

Xu Jiqiang, molaoli ea ka sehloohong oa Zhongguancun Energy Storage Industry Technology Alliance, o boletse hore thepa ea motlakase ea kantle ea China hajoale e nka karolo e fetang 90% ea lefats'e.Ho hakanngoa hore lilemong tse 'maloa tse tlang, thepa ea selemo le selemo ea lefats'e e ka fihla li-unit tse fetang limilione tse 30,' me boholo ba 'maraka bo ka ba li-yuan tse limilione tse likete tse 80.

Ka mantsoe a mang, lisebelisoa tse robong ho tse 10 tsa lefats'e tse tsoang kantle li entsoe China.

Ha ho bapisoa le kampo ea lehae, e seng e tsohile lilemong tsa morao tjena, phepelo ea motlakase ea kantle 'marakeng oa mose ho maoatle e sebelisoa ka bongata,' me mmaraka o tsamaisanang le ona o pharaletse ho feta mmaraka oa lehae.

Bakeng sa lihlahisoa tse nkehang tsa polokelo ea matla tse nang le matla a ka bang 100-3,000 W, mesebetsi ea kantle le boitokisetso ba tšohanyetso ke maemo a mantlha a ts'ebeliso.Mesebetsing ea kantle, e ka fana ka matla ho lifono tse bohlale, matlapa, li-drones, liprojeke le lisebelisoa tse ling.Boitokisetsong ba tšohanyetso, e ka rarolla khaello ea motlakase e bakoang ke likoluoa ​​libakeng tse nang le likoluoa ​​​​tsa tlhaho khafetsa joalo ka tšisinyeho ea lefatše, tsunami le leholiotsoana.

Hape ho ipapisitsoe le maemo a joalo a kopo, ponong ea indasteri, phepelo ea motlakase ea kantle "ea tlhaho" ho tsamaisana le maraka a mose ho maoatle.

Ho latela datha ea China Chemical and Physical Power Supply Industry Association, ho latela lintlha tsa thekiso ea matla a kantle ka 2020, United States ke 'maraka o moholo oa lefats'e oa lisebelisoa bakeng sa polokelo ea matla e nkehang, haholoholo ka lebaka la karolo e phahameng ea maeto a kantle a Amerika. basebelisi, haufi le 50%, 'me ka 2020, karolo ea kopo lefatšeng e tla fihla ho 47.3%.

Ea bobeli ke Japane, e ikarabellang bakeng sa 29.6% ea likopo lefapheng la karabelo ea tšohanyetso ea lefats'e, haholo-holo ka lebaka la ts'isinyeho ea lefatše le likoluoa ​​​​tse ling Japane, le tlhokahalo e phahameng ea lisebelisoa tsa motlakase tsa tšohanyetso.

Europe, Canada le libakeng tse ling, tlhoko e ka sehloohong e ntse e le mesebetsi ea kantle le maemo a tšohanyetso, empa ka lebaka la khetho ea Europe ea libaesekele le mekhoa e meng e nkehang ea maeto, tlhokahalo ea polokelo ea matla e nkehang e fokotsehile.

Ka bokhutšoanyane, ha ho bapisoa le karohano ea lehae ea seporo, ho ea leoatleng e kanna ea ba eona tsela e nepahetseng bakeng sa mefuta ea motlakase ea kantle.

Ho ea ka pono ea ketane ea indasteri, likhokahano tse ngata li tletse likhoebo tsa malapeng.Ho ea ka Tlaleho e Khethehileng mabapi le Indasteri ea Polokelo ea Matla a Portable e lokollotsoeng ke CITIC Securities, hajoale, ketane ea lefats'e ea polokelo ea matla e nkehang, joalo ka libeteri tse holimo le li-inverters, le ho hokahanya ha mahareng ho tsepamisitsoe Chaena.Boholo ba basebelisi ba marang-rang ba marang-rang ke li-brand tsa Machaena, 'me liteishene tse tlase haholo ke tsa e-commerce tse tšelang moeli.

Mme ho jwalo.Ho latela data ea semmuso ea EcoFlow, ka Letsatsi la Tonakholo la Amazon ka Phupu 2022, thekiso ea Zhenghao EcoFlow e fihlile li-yuan tse limilione tse 159 ka matsatsi a mabeli, moo thekiso ea Amerika Leboea e eketsehileng 450% selemo le selemo mme Japane e ile ea eketseha ka 400% selemo le selemo. .

 

Warburg New Energy, moetapele indastering ea polokelo ea matla e nkehang, e amohetse leano la ho nts'etsapele mebaraka ea lapeng le kantle ho naha ka nako e le 'ngoe.E ahile lets'oao le ikemetseng la lehae "Electric Er" le lebitso la machaba "Jackery", 'me e phethetse moralo o pota-potileng oa "domestic + mose ho maoatle" le "inthaneteng + offline".

Ho latela pono ea 'maraka, indasteri ea polokelo ea matla e nkehang lefatšeng ka bophara e tsepame haholo,' me lekeno la CR5 le nka 50%.Leha ho le joalo, bakeng sa 'maraka oa malapeng, indasteri ea polokelo ea matla e nkehang e ntse e le sethaleng sa "liqabang" tsa mefuta e mengata.Ka tsoelo-pele e tsoelang pele ea moruo le ho theoha ho eketsehileng ha litšenyehelo tsa lihlahisoa, sekhahla sa ho kena 'marakeng sa lihlahisoa tsa polokelo ea matla se tla tsoela pele ho eketseha,' me sebaka sa 'maraka se pharalletse.

Ke lumela hore haufinyane, ka ho phahama ha phepelo ea motlakase kantle, re ka tsoela pele ho ja karolo ea ntlafatso ea China.