Eqinisweni, “i-camping fever” isineminyaka eminingi ikhona.Idatha evela ku-IMedia Consulting ibonisa ukuthi ngo-2021, usayizi wemakethe oyinhloko womnotho waseChina wafinyelela ku-74.75 billion yuan (RMB, efanayo ngezansi), ngokukhula konyaka ngonyaka ngama-62.5%;usayizi wemakethe ohlobene ufinyelele kuma-yuan ayizigidi eziyizinkulungwane ezingama-381.23, ngokukhula konyaka nonyaka ngama-59%.Kulindeleke ukuthi ngo-2025, isikali semakethe esiwumongo somnotho wase-China sikhuphuke sifike kuma-yuan ayizigidi eziyizinkulungwane ezingama-248.32, futhi isikali semakethe esihlobene sizofinyelela ku-1,440.28 wamabhiliyoni ama-yuan.

 

Phakathi kwazo, "ukushisa kwekamu" nomlilo "ukunikezwa kwamandla kwangaphandle" (okwaziwa ngokuthi "ukunikezwa kwamandla okugcina amandla okuphathekayo") lo mkhiqizo owodwa.

Ukunikezwa kwamandla kwangaphandle yisiteshi esincane sokushaja esiphathwayo esinebhethri ye-lithium-ion eyakhelwe ngaphakathi futhi singagcina ugesi waso.Ilingana nebhange elikhulu elishajayo.Njengamanje, amandla okukhipha amandla angaphandle emakethe angafinyelela ku-3000W, akwazi ukushayela kalula noma yiziphi izinto zikagesi ezihlala emakhempini futhi ahlangabezane nesidingo sikagesi sabashisekeli bekamu izinsuku ezimbalwa.

Ngokusekelwe kulokhu, ngo-2021, u-Tmall umemezele uhlu lwezinto eziyishumi ezihamba phambili ze-“Double 11” ngonyaka.Ngo-2022, idatha "yeTmall May Day Consumption Trend Report" yabonisa ukuthi ngo-2022, ukuthengiswa kwamandla angaphandle endaweni yesikhulumi kukhuphuke ngaphezu kokuphindwe kabili uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule, futhi izinga lokukhula eminyakeni emi-3 edlule lalingaphezu kwalokho. 300%.

Ngo-2023, ukukhula kwamandla angaphandle kuyaqhubeka."I-Magic Mirror Analysis +" idatha ikhombisa ukuthi kusukela ngoJulayi 2022 kuya kuJuni 2023, ukuthengiswa okuphelele kwamandla angaphandle kumapulatifomu e-e-commerce ajwayelekile kufinyelele ku-1.434 billion yuan, unyaka uqhubeka. -izinga lokukhula konyaka liyi-142.94%.

Kuyaphawuleka ukuthi ukunikezwa kwamandla kwangaphandle nge-dividend eshisayo "yekamu", eminyakeni yamuva ekuthuthukisweni okusheshayo kwemakethe yasekhaya, emakethe yaphesheya kwezilwandle, ukunikezwa kwamandla kwangaphandle kuye kwaba "gallop" iminyaka eminingi.

Umbiko Wocwaningo mayelana Nokuthuthukiswa Kwemboni Yesitoreji Samandla Ephathwayo yaseChina eyakhishwa yi-China Chemical and Physical Power Supply Industry Association ngo-2021 ubonisa ukuthi imboni yaseChina yokugcina amandla iwumkhakha onezici ezisobala ezigxile ekuthumeleni kwamanye amazwe.Imboni yonke inokungaphezu kwama-90% omkhiqizo kanye nokuthekelisa, futhi ingumkhiqizi omkhulu emhlabeni wonke kanye nomthumeli wempahla wokugcinwa kwamandla aphathekayo.

Ngamanye amazwi, uma kuqhathaniswa nemakethe yasekhaya yokuqala, imakethe yamatende yaphesheya iyimakethe yamandla yangaphandle eyinhloko.

01 "Ibhange elikhulu elikhokhiswayo" elidumile

UJackery Idatha yenhlolovo ibonisa ukuthi eNyakatho Melika, e-Europe nase-Japan nakwamanye amazwe asebekhulile ngokwesilinganiso sokukhempa amatende nezifunda, abathanda ukukhempa bathambekele kakhulu ekuhlangenwe nakho isikhathi eside.Isibonelo, abathanda ukukhempa base-Japan bazimisele ngezinsuku ezimbili nobusuku obubodwa bohambo lokukhempa, futhi nakanjani bazosebenzisa omakhalekhukhwini, amakhompyutha aphathekayo nezinye izinto zikagesi phakathi nohambo lwabo lokukhempa.

Ukuvela kwamandla kagesi angaphandle kwe-lithium kwenze ikamu labo laba lula.

Ngokuvunguza umoya wesiko lokukhempa ekhaya futhi, abantu abasha bathanda ngokushesha indlela yokuphila yangaphandle.

Sihlala emgubhweni wase-Beijing, mina nabangane bami sihlela ukuya endaweni ezungezile ngemva koMkhosi Wamaphakathi Nekwindla, ” I-Mid-Autumn Festival usuku lokuqala lweholide, mina nabangane bami sihlela ukuya ekhaya ukuze siphelezele umndeni wami e-Autumn Festival. izinsuku ezintathu zokuqala zeholide, bese kuba nenani eliphakeme elingalungile lokubuyela e-Beijing, emuva e-Beijing, abangane bethu abaningana sebezomisa amatende ukuze baphumule.

Futhi ukuthuthukisa kakhulu ulwazi lokukhempa, imishini ibalulekile ngokwemvelo.” Isibhakabhaka, amatende, MATS okudla, amatafula nezihlalo, konke lokhu kuyadingeka, ama-incubator, izitofu, imishini yepikiniki nakho kuyadingeka ekudleni kwangaphandle.” UQingqing ebalwe ngokucophelela, isiphetho siwukuthi impahla yokukhempa kufanele ibe ngaphezu kokwanele ukugcwalisa isiqu.

Ngesikhathi, i-qing qing, ngenhlanhla ikhaya lami yizimoto ezintsha zamandla, umsebenzi wokukhipha ungahlangabezana nesidingo sokushaja nokusetshenziswa kwemikhiqizo ye-elekthronikhi, noma bazocubungula ngemishini yokukhempa ngogesi wangaphandle, ” ngonyaka owedlule, ngafaka izinhlobo ezimbalwa ezidumile. yamandla angaphandle nokuthenga, kodwa intengo yezinkulungwane zama-yuan noma ngivumele angikwazanga ukuphumelela.”

Nakuba i-Qingqing ingazange ithenge ugesi wangaphandle ngenxa yemvamisa ephansi yokusetshenziswa, intengo ebizayo nezinye izizathu, kodwa ngokukhuphuka “kwe-camping fever”, ukuthengiswa kwamandla angaphandle nakho kunyukile, eminyakeni yamuva nje, abathengi abaningi bayathenga. ugesi wangaphandle.

U-Peng Peng, ohlela ukukhempa ngaphandle nomndeni wakhe ngesikhathi seholide loSuku LukaZwelonke, uthe, “Asikaze sizame ukukhempa ngaphambilini, futhi sivakashela inkundla yabangane.Kulokhu, sihlela ukuhamba sodwa, futhi sifuna ukuthenga zonke izinto esizisebenzisa lapho sikhempa.” Ngokombono kaPengpeng,” ibhange elikhulu elikhokhiswayo “liyindawo yokukhempa edingekayo,” ngaphandle lapho kutholakala ugesi ohambahambayo. elula kakhulu.”

Eqinisweni, emehlweni abathengi abaningi, ukunikezwa kwamandla kwangaphandle akuyona into yokudlala yobuchwepheshe obuphezulu, ibhethri ye-lithium ion eyakhelwe ngaphakathi eyakhelwe ngaphakathi, ingahlinzeka ngohlelo oluzinzile lwe-AC / DC yamandla okukhipha amandla kagesi, ifakwe ezihlukahlukene. yezindawo zokusebenzelana, ezisetshenziswa kakhulu ekuhambeni kwangaphandle, ukulungela izimo eziphuthumayo nezinye izimo.

Uma kuqhathaniswa "nebhange lokushaja", ukunikezwa kwamandla kwangaphandle akusekeli kuphela ukuphuma kwe-DC, kodwa futhi kungashintsha amandla ku-220V AC, kunganikeza izinombolo eziningi nezinhlobo zemishini ngesikhathi esifanayo, futhi kungasebenzisa ngisho namaphaneli wokushaja welanga ukugcina ugesi. uma kunesimo esiphuthumayo.

Umkhawulo wemboni awuphezulu, okunquma ukuthi amabhizinisi okukhiqiza adinga kuphela ukuthenga izingxenye zamandla zangaphandle ezikhuphukayo, njengamaseli, amaphaneli elanga, i-inverter, izakhi ze-elekthronikhi, izakhi zesakhiwo, njll., bese enza ukukhiqizwa nokucubungula okuhambisanayo. .

Noma ngenxa yalokhu, abangenele nabo baqhamuke.Imiphumela yemibuzo “yokuhlolwa kwebhizinisi” ikhombisa ukuthi ngo-2022, inani lamabhizinisi asekhaya okuhlanganisa “ukunikezwa kwamandla okugcina amandla aphathwayo” lalingama-399, okuwukunyuka kwama-46 uma kuqhathaniswa nama-353 ekupheleni kuka-2021.

Idatha ye-"Magic Mirror Analysis +" ibonisa ukuthi iplathifomu ye-e-commerce evamile yemikhiqizo yamandla yangaphandle iklelisa amabhrendi aphezulu i-EcoFlow, i-Dianxiao 2, i-Star Zhao Blue, i-New Chi Shi, i-Bull nokunye.Akukhona kuphela i-EcoFlow, ugesi abancane ababili kanye nabanye abajulile abalima abakhiqizi bokugcina amandla aphathekayo, kodwa futhi nabakhiqizi bendabuko abafana noBull bawela emdlalweni.

Ngasikhathi sinye, kukhona uhlobo lwemikhiqizo etholakala eGuangdong noma eShandong abakhiqizi bamandla angaphandle, njengeXinChi Shi, Sheng Xinlong, Weifan, Ran yong, njll. , kodwa ukuthengiswa komkhiqizo wayo owodwa kuphezulu kakhulu.

02 Phesheya kwezilwandle kukhulu kunemakethe yasekhaya

Akungabazeki ukuthi amandla angaphandle aba ulwandle olusha oluluhlaza okwesibhakabhaka, futhi abakhiqizi bamandla bangaphandle baye bathatha "isiteji somhlaba".

Ngokombiko we-Outdoor Consumer Electronics Trends Report, ukunikezwa kwamandla okuphathekayo emhlabeni wonke kukhule ngesilinganiso sokukhula esihlanganisiwe sonyaka esingu-148% kusukela ngo-2016 kuya ku-2021, kanti ukuthunyelwa komhlaba wonke nokwaseShayina kulindeleke ukuthi kufinyelele kumayunithi ayizigidi ezingu-31.1 namayunithi ayizigidi ezingu-28.67 ngokulandelana kwawo ngo-2026.

U-Xu Jiqiang, umphathi omkhulu we-Zhongguancun Energy Storage Industry Technology Alliance, uthe ukuthunyelwa kwamandla kagesi aphuma ngaphandle kwase-China njengamanje kungaphezu kuka-90% womhlaba.Kulinganiselwa ukuthi eminyakeni embalwa ezayo, ukuthunyelwa kwaminyaka yonke emhlabeni wonke kungafinyelela kumayunithi angaphezu kwezigidi ezingu-30, futhi usayizi wemakethe ulinganiselwa kuma-yuan ayizigidi eziyizinkulungwane ezingu-80.

Ngamanye amazwi, izinsiza zikagesi eziyisishiyagalolunye kweziyi-10 emhlabeni zenziwa eChina.

Uma kuqhathaniswa nokukhempa kwasekhaya, okusanda kukhuphuka eminyakeni yamuva nje, ukunikezwa kwamandla kagesi ngaphandle emakethe yaphesheya ngokusobala kusetshenziswa ububanzi obubanzi, futhi imakethe ehambisana nayo ibanzi kunemakethe yasekhaya.

Ngemikhiqizo ephathekayo yokugcina amandla enamandla acishe abe ngu-100-3,000 W, imisebenzi yangaphandle kanye nokulungela izimo eziphuthumayo yizimo zohlelo lokusebenza eziyinhloko.Emisebenzini yangaphandle, inganikeza amandla kumafoni ahlakaniphile, amaphilisi, ama-drones, ama-projektha nezinye izinto zokusebenza.Ekulungiseleleni izimo eziphuthumayo, ingaxazulula ukushoda kwamandla okubangelwa izinhlekelele ezindaweni ezinezinhlekelele zemvelo ezivamile njengokuzamazama komhlaba, i-tsunami nesiphepho esishisayo.

Futhi ngokusekelwe ezimweni ezinjalo zohlelo lokusebenza, ngokubuka kwemboni, ukunikezwa kwamandla kwangaphandle "kwemvelo" ukufanisa imakethe yaphesheya.

Ngokwemininingwane ye-China Chemical and Physical Power Supply Industry Association, ngokwedatha yokuthengisa yamandla angaphandle ngo-2020, i-United States iyimakethe yezicelo ezinkulu kunazo zonke emhlabeni zokugcinwa kwamandla aphathekayo, ikakhulukazi ngenxa yenani eliphezulu lokuhamba ngaphandle kwaseMelika. abasebenzisi, abasondele ku-50%, futhi ngo-2020, ingxenye yezicelo emhlabeni izofinyelela ku-47.3%.

Okwesibili yi-Japan, ehlanganisa ama-29.6% wezicelo emkhakheni wokusabela ezimeni eziphuthumayo emhlabeni wonke, ikakhulukazi ngenxa yokwenzeka njalo kokuzamazama komhlaba nezinye izinhlekelele e-Japan, kanye nesidingo esikhulu semishini yezimo eziphuthumayo.

EYurophu, eCanada nakwezinye izindawo, isidingo esiyinhloko kuseyimisebenzi yangaphandle kanye nezimo eziphuthumayo, kodwa ngenxa yokukhethwa kwamabhayisikili kweYurophu nezinye izindlela zokuhamba eziphathwayo, isidingo sokugcina amandla aphathwayo sincane.

Ngamafuphi, uma kuqhathaniswa nokuhlukaniswa kwasekhaya kwethrekhi, ukuya olwandle kungase kube umgwaqo ofanelekayo wemikhiqizo yamandla angaphandle.

Ngokombono wochungechunge lwezimboni, izixhumanisi eziningi zigcwele amabhizinisi asekhaya.Ngokombiko Okhethekile Wemboni Yesitoreji Samandla Ephathwayo ekhishwe yi-CITIC Securities, okwamanje, uchungechunge lwemboni yokugcina amandla ephathekayo, njengamabhethri akhuphukayo kanye nama-inverter, kanye nokuhlanganisa okuphakathi nendawo kugxilwe e-China.Iningi lama-opharetha amabhrendi angezansi yimikhiqizo yamaShayina, futhi iziteshi ezansi nomfula ikakhulukazi ama-e-commerce awela umngcele.

Futhi kunjalo.Ngokwemininingwane esemthethweni ye-EcoFlow, ngoSuku Olukhulu lwase-Amazon ngoJulayi 2022, ukuthengiswa kwe-Zhenghao EcoFlow kwafinyelela ama-yuan ayizigidi eziyi-159 ngezinsuku ezimbili, phakathi kwawo ukuthengiswa eNyakatho Melika kukhuphuke ngo-450% unyaka nonyaka kwathi iJapan yanda ngo-400% unyaka nonyaka. .

 

I-Warburg New Energy, umholi embonini yokugcina amandla aphathekayo, yamukele isu lokuthuthukisa izimakethe zasekhaya nezangaphandle kanye kanye.Yakhe uhlobo oluzimele lwasekhaya oluthi “Electric Er” kanye nohlobo lwamazwe ngamazwe oluthi “Jackery”, futhi yaqeda ukwakheka kwayo yonke indawo “yasekhaya + phesheya kwezilwandle” kanye “ne-inthanethi + engaxhunyiwe ku-inthanethi”.

Ngokombono wephethini yemakethe, imboni yokugcina amandla aphathekayo emhlabeni wonke igxile kakhulu, kanti imali engenayo ye-CR5 ibalwa ku-50%.Kodwa-ke, emakethe yasekhaya, imboni yokugcina amandla ephathekayo isesigabeni "sokuphikisana" kwemikhiqizo eminingi.Ngokuthuthuka okuqhubekayo komnotho kanye nokwehla okuqhubekayo kwezindleko zomkhiqizo, izinga lokungena emakethe lemikhiqizo ephathekayo yokugcina amandla lizoqhubeka nokukhula, futhi indawo yemakethe ibanzi.

Ngikholelwa ukuthi esikhathini esizayo esiseduze, ngokukhuphuka kwamandla kagesi wangaphandle, singaqhubeka nokudla i-dividend yentuthuko e-China.