Enyanisweni, "i-camping fever" ikhona iminyaka emininzi.Idatha evela kwi-IMedia Consulting ibonisa ukuba ngo-2021, ubungakanani bemarike engundoqo yoqoqosho lwenkampu yaseChina yafikelela kwi-74.75 yeebhiliyoni zeeyuan (i-RMB, efanayo ngezantsi), ngokukhula konyaka-ngonyaka we-62.5%;ubungakanani bemarike obunxulumeneyo bufikelele kwi-381.23 yeebhiliyoni zeeyuan, ngokukhula konyaka-ngonyaka ngama-59%.Kulindeleke ukuba ngo-2025, isikali semalike engundoqo kuqoqosho lwase-China lokukhempisha lunyuke luye kuma-248.32 eebhiliyoni zeeyuan, kwaye isikali semarike esinxulumeneyo siya kufikelela kwi-1,440.28 yeebhiliyoni zeeyuan.

 

Phakathi kwabo, "ubushushu benkampu" kunye nomlilo "unikezelo lwamandla lwangaphandle" (olwaziwa ngokuba "lunikezelo lwamandla okugcina amandla aphathwayo") le mveliso enye.

Umbane wangaphandle sisikhululo esincinci sokutshaja esinebhetri ye-lithium-ion eyakhelweyo kwaye inokugcina umbane wayo.Ilingana nebhanki enkulu ebizayo.Okwangoku, amandla aphumayo obonelelo lwamandla angaphandle kwimarike anokufikelela kwi-3000W, enokuthi iqhube ngokulula naziphi na izixhobo zombane zenkampu kwaye ihlangabezane nemfuno yombane yabantu abathanda ukukhempisha iintsuku ezininzi.

Ngokusekwe koku, ngo-2021, uTmall wabhengeza uluhlu lwezinto ezilishumi eziphambili ze-"Double 11" enyakeni.Ngo-2022, "iNgxelo yeNdlela yokuSetyenziswa kweMini kaMay Day" yabonisa ukuba ngo-2022, ukuthengiswa kombane wangaphandle eqongeni kunyuke ngaphezulu kabini xa kuthelekiswa nexesha elifanayo kulo nyaka uphelileyo, kwaye izinga lokukhula kwiminyaka emi-3 edlulileyo lalingaphezulu. 300%.

Ngo-2023, ukukhula kobonelelo lwangaphandle kuyaqhubeka.” Uhlalutyo lweMirror Mirror +” idatha ibonisa ukuba ukusuka ngoJulayi ka-2022 ukuya kuJuni ka-2023, iyonke intengiso yamandla angaphandle kumaqonga e-e-commerce aqhelekileyo afikelele kwi-1.434 yeebhiliyoni zeeyuan, unyaka uqhubeka. -izinga lokukhula konyaka li-142.94%.

Kuyafaneleka ukuba uqaphele ukuba ukunikezelwa kwamandla angaphandle yi-dividend eshushu "yenkampu", kwiminyaka yamuva ekuphuhlisweni ngokukhawuleza kweemarike zasekhaya, kwiimarike zangaphandle, ukunikezelwa kwamandla angaphandle kuye kwaba "gallop" iminyaka emininzi.

Ingxelo yoPhando ngoPhuhliso lweShishini lokuGcinwa kwaMandla e-China ekhutshwe yi-China Chemical and Physical Power Supply Industry Association ngo-2021 ibonisa ukuba i-China yogcino lwamandla oluphathekayo lushishino oluneempawu ezicacileyo zokuthumela ngaphandle.Ishishini lilonke linemveliso engaphezulu kwe-90% yemveliso kunye nokuthunyelwa ngaphandle, kwaye lelona shishini liphambili lehlabathi kunye nokuthengisa ngaphandle kogcino lwamandla aphathwayo.

Ngamanye amazwi, xa kuthelekiswa nemarike yasekhaya yokuqala, imarike yenkampu yaphesheya yolwandle yeyona marike yamandla yangaphandle ingundoqo.

01 "Ibhanki enkulu yentlawulo" edumileyo

Jackery Idatha yophando ibonisa ukuba kuMntla Melika, eYurophu naseJapan nakwamanye amazwe asele ekhulile ngokwenkcubeko yokukhempisha kunye nemimandla, abathanda ukukhempisha batyekele ekubeni namava ixesha elide.Umzekelo, abathandi benkampu baseJapan banomdla wokuhamba ngeentsuku ezimbini nobusuku obunye bohambo lokukhempisha, kwaye ngokuqinisekileyo baya kusebenzisa iiselfowuni, iilaptops kunye nezinye izixhobo zombane ngexesha lokuhamba kwabo enkampini.

Ukuvela kwe-lithium yangaphandle yamandla yenze inkampu yabo ibe lula.

Ngomoya wenkcubeko yokukhempisha ubuyela ekhaya kwakhona, abantu abancinci bayayithanda kwangoko indlela yokuphila yangaphandle.

Sihlala kwimibhiyozo yaseBeijing, mna nabahlobo bam siceba ukuya kwinkampu engqonge inkampu emva koMnyhadala wase-Mid-Autumn Festival,” uMnyhadala wase-Mid-Autumn lusuku lokuqala lweholide, mna nabahlobo bam siceba ukuya ekhaya siye kukhapha usapho lwam kwiintsuku ezintathu zokuqala zeholide, kunye nencopho engalunganga yokubuyela eBeijing, ukubuyela eBeijing, uninzi lwabahlobo bethu sele beza kumisa inkampu ukuze baphumle.

Kwaye ukomeleza kakhulu amava enkampu, izixhobo ziyimfuneko ngokwendalo.” Isibhakabhaka, iintente, iiMATS zokutya, iitafile kunye nezitulo, zonke ezi ziyimfuneko, ii-incubators, izitovu, izixhobo zepikniki nazo ziyimfuneko kwisidlo sangaphandle. isiphelo kukuba izixhobo zokukhempisha kufuneka zibe ngaphezu kokwaneleyo ukuzalisa i-trunk.

Ngexesha, i-qing qing, ngethamsanqa ikhaya lam lizithuthi zamandla amatsha, umsebenzi wokukhupha unokuhlangabezana nemfuno yemveliso ye-elektroniki ukutshaja kunye nokusetyenziswa, okanye baya kuthathela ingqalelo kwizixhobo zenkampu kunye nombane wangaphandle, ”kunyaka ophelileyo, ndibeke iintlobo ezininzi ezidumileyo. amandla angaphandle kunye nokuthenga, kodwa ixabiso lamawaka e-yuan okanye andikwazanga ukuphumelela. "

Nangona i-Qingqing ingazange ithenge umbane wangaphandle ngenxa yokusetyenziswa rhoqo, ixabiso elibizayo kunye nezinye izizathu, kodwa ngokunyuka kwe "camping fever", ukuthengiswa kombane wangaphandle kuye kwanda, kwiminyaka yakutshanje, abathengi abaninzi bayathenga. unikezelo lwamandla lwangaphandle.

U-Peng Peng, oceba ukumisa inkampu ngaphandle nosapho lwakhe ngexesha leholide yoSuku lweSizwe, uthe, “Asizange sizame ukumisa inkampu ngaphambili, kwaye sityelele intsimi yabahlobo.Ngesi sihlandlo, siceba ukuhamba sodwa, kwaye sifuna ukuthenga zonke izixhobo ebesizisebenzisa xa simisa inkampu.” Ngokombono kaPengpeng,” ibhanki enkulu yentlawulo “yinkampu eyimfuneko,” ngaphandle kunye nombane ohambahambayo uya kuba iluncedo kakhulu. ”

Ngapha koko, emehlweni abathengi abaninzi, unikezelo lwangaphandle lwamandla ayisiyonto yokudlala yetekhnoloji ephezulu, ibhetri ye-lithium ion eyakhelwe ngaphakathi, inokubonelela ngenkqubo yombane ezinzileyo ye-AC / DC, exhotyiswe ngeendlela ezahlukeneyo. yojongano, olusetyenziswa ngokubanzi kuhambo lwangaphandle, ukulungela unxunguphalo kunye nezinye iimeko.

Xa kuthelekiswa "nebhanki yokutshaja", umbane wangaphandle awuxhasi nje kuphela imveliso yeDC, kodwa unokuguqula amandla abe yi-220V AC, unokubonelela ngamanani amaninzi kunye neentlobo zezixhobo ngaxeshanye, kwaye unokusebenzisa iiphaneli zokutshaja zelanga ukugcina umbane. kwimeko kaxakeka.

Umda woshishino awukho phezulu, omisela ukuba amashishini emveliso kufuneka athenge kuphela amacandelo ombane angaphandle, anje ngeeseli, iipaneli zelanga, i-inverter, izinto ze-elektroniki, izinto ezakhiweyo, njl. .

Okanye ngenxa yoku, nabangenayo baye bavela.Iziphumo zemibuzo "yokukhangela ishishini" zibonisa ukuba ngo-2022, inani lamashishini asekhaya aquka "unikezelo lwamandla okugcinwa kwamandla aphathwayo" lwalungama-399, ukwanda kwama-46 xa kuthelekiswa nama-353 ekupheleni kuka-2021.

Idatha ye "Magic Mirror Analysis +" ibonisa ukuba i-platform ye-e-commerce ye-platform yangaphandle yangaphandle ibeka iimpawu eziphezulu ze-EcoFlow, i-Dianxiao 2, i-Star Zhao Blue, i-New Chi Shi, i-Bull kunye nokunye.Akukho kuphela i-EcoFlow, umbane. ezincinci ezimbini kunye nezinye ezinzulu zokulima eziphathwayo zokugcina amandla abenzi, kodwa nabavelisi bemveli abafana neBull cross kumdlalo.

Kwangaxeshanye, kukho uhlobo lweempawu ezibekwe eGuangdong okanye eShandong abavelisi bamandla bangaphandle, njengeXinChi Shi, Sheng Xinlong, Weifan, Ran yong, njl. , kodwa ukuthengiswa kwayo kwemveliso eyodwa kuphezulu kakhulu.

02 Ngaphesheya kolwandle inkulu kunemarike yasekhaya

Akungabazeki ukuba amandla angaphandle aba lulwandle olutsha oluluhlaza okwesibhakabhaka, kwaye abavelisi bamandla bangaphandle baye bahlala "kwinqanaba lehlabathi".

NgokweNgxelo yeeNgxelo zoMthengi we-Outdoor Consumer Electronics, unikezelo lwamandla oluphathwayo lwehlabathi lukhule ngesantya esihlanganisiweyo sonyaka sokukhula kwe-148% ukusuka ku-2016 ukuya ku-2021, kwaye ukuthunyelwa kwempahla kwihlabathi kunye naseTshayina kulindeleke ukuba kufikelele kwi-31.1 yezigidi zeeyunithi kunye ne-28.67 yezigidi zeeyunithi ngokulandelelanayo ngo-2026.

Xu Jiqiang, umphathi oyintloko weZhongguancun Energy Storage Industry Technology Alliance, uthe ukuhanjiswa kwamandla angaphandle aseTshayina ngoku kubalelwa ngaphezulu kwe-90% yehlabathi.Kuqikelelwa ukuba kule minyaka imbalwa izayo, uthutho lonyaka lwehlabathi lunokufikelela ngaphezu kwezigidi ezingama-30 zeeyunithi, kwaye ubungakanani bemarike bumalunga ne-80 yeebhiliyoni zeeyuan.

Ngamanye amazwi, izixhobo zombane zangaphandle ezilithoba kwihlabathi zenziwa eTshayina.

Xa kuthelekiswa nenkampu yasekhaya, eye yanyuka kuphela kwiminyaka yakutshanje, unikezelo lwamandla lwangaphandle kwimarike yaphesheya ngokucacileyo lusetyenziswa kuluhlu olubanzi, kwaye imarike ehambelana nayo ibanzi kunemarike yasekhaya.

Kwiimveliso eziphathwayo zokugcina amandla ezinomthamo omalunga ne-100-3,000 W, imisebenzi yangaphandle kunye nokulungela okungxamisekileyo zezona meko zokusetyenziswa.Kwimisebenzi yangaphandle, inokubonelela ngombane kwii-smartphones, iitafile, iidrone, iiprojektha kunye nezinye izixhobo.Ekulungiseleleni okungxamisekileyo, inokusombulula ukunqongophala kwamandla okubangelwa yintlekele kwiindawo ezineentlekele zendalo rhoqo ezifana nenyikima, i-tsunami kunye ne-blizzard.

Kwakhona ngokusekelwe kwiimeko ezinjalo zesicelo, kwimbono yoshishino, ukunikezelwa kwamandla ngaphandle "kwendalo" ukuhambelana nemarike yaphesheya.

Ngokwedatha ye-China Chemical and Physical Power Supply Industry Association, ngokwedatha yentengiso yamandla angaphandle ngo-2020, iUnited States yeyona ndawo inkulu yesicelo semakethi yehlabathi yokugcina amandla aphathwayo, ikakhulu ngenxa yobungakanani bohambo lwangaphandle lwaseMelika. abasebenzisi, kufutshane ne-50%, kwaye ngo-2020, umlinganiselo wesicelo kwihlabathi uya kufikelela kwi-47,3%.

Okwesibini yiJapan, i-akhawunti ye-29.6% yezicelo kwintsimi yempendulo yongxamiseko yehlabathi, ngokukodwa ngenxa yokuvela rhoqo kweenyikima kunye nezinye iintlekele eJapan, kunye nemfuno ephezulu yezixhobo zamandla ezingxamisekileyo.

EYurophu, eKhanada nakwezinye iindawo, eyona mfuno iphambili iseyimisebenzi yangaphandle kunye nengxakeko, kodwa ngenxa yokhetho lwaseYurophu lweebhayisikile kunye nezinye iindlela zokuhamba eziphathwayo, imfuno yokugcina amandla ephathekayo incinci.

Ngamafutshane, xa kuthelekiswa nolwahlulo lwasekhaya lwengoma, ukuya elwandle kunokuba yeyona ndlela ifanelekileyo yeempawu zamandla angaphandle.

Ukusuka kumbono wekhonkco loshishino, amakhonkco amaninzi axinene ngamashishini asekhaya.NgokweNgxelo eKhethekileyo yoShishino lokuGcinwa kwaMandla oMmandla okhutshwe yi-CITIC Securities, okwangoku, ikhonkco lehlabathi lokugcinwa kwamandla aphathekayo, elifana neebhetri eziphezulu kunye ne-inverters, kunye nokudityaniswa kwe-midstream kugxininiswe e-China.Uninzi lwabaqhubi bebhrendi esezantsi ziimpawu zamaTshayina, kwaye amajelo asezantsi ikakhulu awela umda we-e-commerce.

Kwaye kunjalo.Ngokwedatha esemthethweni ye-EcoFlow, kwi-Prime Day yase-Amazon ngoJulayi ka-2022, ukuthengiswa kwe-Zhenghao EcoFlow kwafikelela kwi-159 yezigidi zeeyuan ngeentsuku ezimbini, phakathi kwayo intengiso eNyakatho Melika inyuke nge-450% ngonyaka kwaye iJapan yonyuka ngama-400% ngonyaka. .

 

IWarburg New Energy, inkokeli kwishishini lokugcina amandla aphathwayo, yamkele isicwangciso sokuphuhlisa iimarike zasekhaya nezangaphandle ngaxeshanye.Yakhe uphawu lwasekhaya oluzimeleyo oluthi “Electric Er” kunye nophawu lwamazwe ngamazwe oluthi “Jackery”, yaze yagqibezela uyilo olujikelezayo “lwasekhaya + phesheya kolwandle” kunye “ne-intanethi + ngaphandle kweintanethi”.

Ukusuka kumbono wepateni yemarike, imboniselo yokugcina amandla ephathwayo yehlabathi igxininiswe kakhulu, kwaye ingeniso ye-CR5 ibala i-50%.Nangona kunjalo, kwimarike yasekhaya, imboni yokugcinwa kwamandla ephathekayo isekho kwinqanaba le-multi-brand "iingxabano".Ngophuhliso olongezelelweyo loqoqosho kunye nokuhla okuthe kratya kweendleko zemveliso, izinga lokungena kwimarike yeemveliso eziphathwayo zokugcina amandla liya kuqhubeka nokukhula, kwaye indawo yentengiso ibanzi.

Ndiyakholelwa ukuba kwixesha elizayo elingekude, ngokunyuka kwamandla angaphandle, sinokuqhubeka nokutya isahlulo sophuhliso e-China.