(Duab los ntawm Visual China Group ntawm Getty Images / Visual China Group ntawm Getty Images)
Kev Tuam Tshoj Pab Pawg ntawm Cov Duab Getty
Lub neej yav tom ntej ntawm lub zog yog pob tshab, hais tias cov tuam txhab ua haujlwm ntawm cov hnub ci ntshiab. Nws yog moonshot-type peev lub sijhawm.
Cov kws tshawb fawb ntawm Morgan Stanley tau tshaj tawm tsab ntawv tshaj tawm lub lim tiam dhau los nrog qhov kev tshawb pom tsis txaus ntseeg: Kev tsim kho tshiab nrawm dua thaum muaj kev lag luam tsis paub tseeb. Cov kws tshuaj ntsuam sib cav pob tshab hnub ci vaj huam sib luag yog ib qho ntawm 20 cov thev naus laus zis tshiab uas muaj peev xwm hloov pauv kev ua si.
Cov neeg lag luam yuav tsum tso JinkoSolar (JKS) ntawm lawv radar.
Kom meej meej, moonshots yog cov tswv yim loj heev uas lawv rov pib nqis peev ua si. Pob tshab hnub ci vaj huam sib luag tuaj yeem cuam tshuam cov khoom siv hauv tsev, thiab hloov lub ntsej muag ntawm cov tsev lag luam yav tom ntej.
Feem ntau ntawm cov duab kos npe los ntawm Morgan Stanley cov kws tshawb fawb tsis yog cov thev naus laus zis tshiab. Lawv yog cov khoom ntawm ib tug txhob txwm lub voj voog ntawm invention. Cov ntawv tshaj tawm kev kawm coj mus rau kev tshawb fawb thiab kev txhim kho ntxiv, tom qab ntawd los ntawm kev nqis peev peev nyiaj txiag, tom qab ntawd pib muab rau pej xeem. Thaum ua tiav, cov tuam txhab pej xeem tshiab tshwm sim. Cov tuam txhab qub txeeg qub teg raug cuam tshuam thiab thaum kawg usurped.
Qhov no yog zaj dab neeg loj ntawm Google, yug hauv 1998 thaum Stanford cov tub ntxhais kawm Larry Page thiab Sergey Brin pib tinkering nrog algorithms thiab lub computer network. Nws yog xyoo 2004 - rau xyoo tom qab - ua ntej lub tuam txhab tau muab faib rau pej xeem.
Morgan cov kws tshuaj ntsuam pom tias ib feem peb ntawm cov tuam txhab hauv Fortune 500 tau raug tsim txom thaum muaj kev lag luam. Thiab txij li xyoo 2000, qhov staggering 40% ntawm tag nrho cov tswv cuab muaj nyiaj tau tsim los ntawm tsuas yog 1% ntawm cov tuam txhab pej xeem. Zoo li Google, cov tuam txhab tsim cov duab kos duab.
Lub hnub ci pob tshab yog qhov tshwj xeeb tshaj yog nthuav vim tias cov thev naus laus zis yog ob xyoo caum hauv kev tsim, thiab yooj yim sublimely. Pob tshab, thiab semi-pob tshab hnub ci vaj huam sib luag yog ntau dua li qhov rais uas tseem tsim hluav taws xob, dua li cov khoom siv hluav taws xob hnyav uas muaj nyob rau saum ru tsev.
Lub pob tshab tech ua haujlwm los ntawm embedding organic ntsev rau hauv iav panels. Cov ntsev sau lub teeb infrared thiab ultraviolet, thaum cia lub teeb pom kev dhau mus. Thaum sib xyaw ua ke, IR thiab UV teeb tsim lub teeb tshiab uas ua rau lub ntsej muag maj mam. Lub zog no yog ntes los ntawm nqaim photovoltaic hlwb nyob ntawm thaj tsam ntawm lub khob, tsim hluav taws xob.
Cov thev naus laus zis tau siv thawj zaug hauv 2014 los ntawm cov kws tshawb fawb ntawm Michigan State University. Thaum cov vaj huam sib luag tam sim no tsawg dua li ib nrab ua tau zoo li PVs ib txwm muaj, lawv tuaj yeem muab tso rau hauv txhua qhov qhib qhov rais. Lub peev xwm ntawm kev xa tawm yog loj heev.
iav siv hauv chaw ua haujlwm thiab lwm lub tsev lag luam hauv Tebchaws Meskas ib leeg yog 5 txog 7 billion square meters. Hloov txawm tias ib feem me me ntawm lub hauv paus uas tau teeb tsa txhua xyoo yuav tsim lub sijhawm ua lag luam loj loj.
Semi-pob tshab hnub ci hlwb yog qhov tseem ceeb nyias txheej ntawm PV hlwb sandwiched ntawm iav panels. Cov khoom siv semiconductor yog nyias txaus kom feem ntau pob tshab, txawm hais tias qee cov kws tshawb fawb tau rov xav txog cov khoom siv hluav taws xob photovoltaic tag nrho.
Peb tiam PVs siv perovskite, nyias, hnav thiab saj zawg zog khoom nyob rau hauv qhov chaw ntawm silicon. Cov PVs no tuaj yeem siv ncaj qha rau cov txheej iav los tsim hluav taws xob. Saule Technology, ib lub tuam txhab pej xeem sau npe hauv tebchaws Poland, muaj dov tawm iav perovskite PVs rau siv nyob rau hauv chaw ua hauj lwm lub tsev facades. Lub tuam txhab tseem ua lub zog-txiav hnub ci blinds.
JinkoSolar
Jon Markman
JikoSolar Holding Co. yog lub tuam txhab vertically sib xyaw hnub ci, nrog cov chaw tsim khoom hauv Suav teb, Asmeskas, Malaysia, thiab Nyab Laj. Lub tuam txhab Shanghai-raws li muag cov khoom hnub ci thoob ntiaj teb rau kev siv hluav taws xob, kev lag luam thiab cov neeg siv khoom hauv tsev. Thiab kev lag luam yog booming.
lub tuam txhab qhia Nyob rau lub Yim Hli, cov nyiaj tau los ntawm peb lub hlis thib ob tau nce mus txog $ 2.8 billion, nce 27.6% xyoo dhau los. Tag nrho cov txiaj ntsig tau dhia mus rau $ 414 lab, nce ntawm 24.5% piv rau xyoo dhau los. Kev loj hlob yog coj los ntawm Tuam Tshoj thiab Europe qhov chaw xa khoom loj hlob 136%, thiab 137% feem.
Muaj qee qhov kev pheej hmoo.
Tsoomfwv Suav muaj txoj cai xoom covid uas tau ua rau ntau qhov kev txwv ntau lawm. Xiande Li, tus thawj coj ua haujlwm tau hais tias kev kaw haujlwm thiab kev faib hluav taws xob thoob plaws hauv lub xeev tau ua rau ntau lub Hoobkas kaw tsis sib xws.
Kuj tseem muaj kev pheej hmoo ntawm kev nqis peev hauv Suav cov tuam txhab. JinkoSolar tseem tshaj tawm cov txiaj ntsig nyiaj txiag tsis tau tshawb xyuas. Lub Securities thiab Exchange Commission tau thov kom muaj 2024 sijhawm rau cov tuam txhab Suav tau txais kev lees paub feem ntau lees txais cov cai.
Piv txwv tias cov teeb meem no tau daws, ntawm tus nqi sib koom ntawm $ 55.63, JinkoSolar yog qhov pheej yig heev, kev lag luam ntawm 9.5x rau pem hauv ntej cov nyiaj tau los, thiab 0.4x muag.
Muab qhov muaj peev xwm ntawm lub hli nrog lub pob tshab PV iav, thiab qhov kev loj hlob ntawm cov hnub ci ib txwm muaj, kev sib koom zoo li lub hnub ci ntawm lub hnub ci hauv qhov tsaus ntuj thiab lub zog nyuaj.
Kev nyab xeeb yog rau suckers. Peb cov kev pabcuam tshawb fawb tau pab ntau txhiab tus neeg ua lag luam ywj pheej loj hlob muaj nyiaj los ntawm kev siv lub zog ntawm kev puas tsuaj. Kawm kom hloov kev ntshai thiab tsis meej pem mus rau qhov tseeb, kev ntseeg siab - thiab hmoov zoo. Sim peb cov kev pabcuam flagship tsuas yog $ 1. Tactical Options Cov ntawv xov xwm pom zoo kom nkag mus, lub hom phiaj, thiab nres theem rau hauv-tus-nyiaj, nyob ze-lub hlis, cov kua dej ntau ntawm cov tuam txhab loj. Kev lag luam feem ntau siv sijhawm ib mus rau tsib hnub los ua si tawm thiab tsom rau kev nce qib ntawm 40% txog 80%. Cov txiaj ntsig hauv 2022 txog Lub Yim Hli 1 yog kwv yees li 180%. Nyem no rau 2 lub lis piam 1$ mus sib hais.
Tau qhov twg los: https://www.forbes.com/sites/jonmarkman/2022/11/14/why-solar-windows-can-fuel-an-investment-moonshot/