边锋游戏

比亚迪借电动大巴“阳谋”日本储能市场
发布时间:2019-05-22 17:50:13

比亚迪借电动大巴“阳谋”日本储能市场


边锋游戏BIYADIXIANGRIBENFANGMIANJIAOFULESANLIANGCHUNDIANDONGDABA,YONGYUWEILAIGUOLIGONGYUANJIDANGDIDEGONGGONGJIAOTONGYUNYING。ZHEISHIBIYADI2015NIANSHOUCIXIANGRIBENSHICHANGJIAOFUCHUNDIANDONGDABAHOUDEDISICIJIAOFU,LEIJI24LIANG。


“ZAIRIBEN,WOMENSHEJILE‘X+Y’DECHANPINZHANLVE。JINTIANZHISHIDIANDONGDABA,WEILAI,BIYADIJIHUAXIANGRIBENYINRUQUANFANGWEIDUOYUANHUADEXINNENGYUANCHANPINZUHE,BAOKUOCHUNDIANDONGBASHI、KACHE、CHACHEDENGGENGDUOCHUNDIANDONGCHEXING,YIJIGENGDUOXINGHAODETAIYANGNENGCHANPINHECHUNENGCHANPIN。”BIYADIYATAIQICHEXIAOSHOUSHIYEBUZONGJINGLILIUXUELIANGTOULUSHUO。


“X代表电动大巴、电动叉车和电动卡车等比亚迪的新能源产品,Y则代表光伏、储能等设备。”有比亚迪内部人士解释了“X+Y战略”的含义,“这是比亚迪的一种全新模式,逐步从提供单一产品向提供新能源整体解决方案去过渡。”


为日本市场“量身定制”


LIUXUELIANGSUOSHUODEDUOYUANHUAXINNENGYUANCHANPINZUHEZHONG,WEIRIBENSHICHANGLIANGSHENDINGZHIDECHUNDIANDONGBASHIJ6BEIBIYADIJIYUHOUWANG。


边锋游戏“XIANZAIRIBENHENDUOPIANYUANDIQUCUNZAILAOLINGHUADESHEHUIWENTI,ZHENDUIZHEIYIWENTI,BIYADIKAIFALEDIDIBANDEJ6。”BIYADIRIBENFENGONGSIFUSHEZHANGHUATIANJINZUOJIESHILESUOWEIDE“LIANGSHENDINGZHI”,“BINGQIEJ6DECHESHENKUANDUZHIYOU2.06MI,HENFANGBIANZAIRIBENXIAZHAIDEJIEDAOSHANGXINGSHI。”


边锋游戏BIYADIZAIJINNIAN3YUE25RIXUANBUKAISHIJIESHOULAIZIRIBENSHICHANGDEYUDING,BINGGENJUCHENGSHIHEJIAOQUDENGBUTONGYINGYONGCHANGJINGDETEDIAN,FABULEDOUSHIIXING、DOUSHIIIXINGHEJIAOWAIXINGSANGEBANBENDEJ6。


边锋游戏“JSHIRIBENDEYISI,WOMENDEMUBIAOSHI,ZAI2020NIANDONGJINGAOYUNHUIZHIQIAN,JIANGJ6JIAOFURIBENDEBUTONGSHICHANG,ZHENZHENGKAISHIFUWURIBENMINZHONG。”LIUXUELIANGTOULUSHUO,ZAIWEILAIWUNIAN,BIYADIJ6ZAIRIBENSHICHANGDEXIAOLIANGMUBIAOWEI1000LIANG。


WEIYINGJIE2020NIANDONGJINGAOYUNHUI,FENGTIANJIHUATUICHURANLIAODIANCHICHE(FCV)BASHIHECHUNDIANDONGQICHEDENG3000LIANG,MUQIANZHENGZAITUIJINKAIFA。CIWAI,RIYEQICHE2012NIANKAISHIXIAOSHOUCHUNDIANDONGBASHI,DONGJINGDOUYUCUNSHIYIJINGYINJIN。


CONGRIBENCHUNDIANDONGDABASHICHANGDEXIANZHUANGKAN,MUQIANCHUNDIANDABADADUOWEIYOURIBENBENTUCHEQIGAIZHUANGCHAIYOUDABAERLAI,XUHANGLICHENGWEI30ZHI60GONGLI。“SHIJISHANG,CONGWOMENSUOSHOUJIDAODEZHONGDUANKEHUDUIYURICHANGYUNYINGLICHENGDEXUQIU,JIBENYAOQIUZAIYITIAN150GONGLIZUOYOU。YINCI,BIYADIJ6ZHEIKUAN250GONGLIXINGSHILICHENGDEDABASHIWANQUANKEYIFUWUYUWOMENDEKEHU。”HUATIANJINZUOBIAOSHI,ZHEISHIBIYADIDEJINGZHENGYOUSHISUOZAI。


BUJINRUCI,BIYADIJ6ZAIJIAGESHANGYEJIAOJINGZHENGDUISHOUZHANDEXIANJI。BIYADIFANGMIANTIGONGDEXINXIXIANSHI,J6DANJIA(BUHANSHUI)JINWEI1950WANRIYUAN(ZHEHERENMINBIYUE123WANYUAN)。ERZAIRIBEN,TONGYANGDAXIAODECHAIYOUBASHIDANJIAYUEWEI1800WANRIYUAN(ZHEHERENMINBIYUE113WANYUAN)。LINGJURIJINGXINWENBAODAO,MUQIANRIBENSHICHANGCHUNDIANDONGDABADEDANJIAYIBANWEI1YIRIYUAN(YUEHERENMINBI610WANYUAN)ZUOYOU,“GAOJIAGECHENGWEIPINGJING”。


边锋游戏SHISHISHANG,ZHEIYIBUSHIBIYADIDIYICIZAIRIBENZHEIYIQICHEFADASHICHANGJIAOFUCHUNDIANDONGDABA。2015NIAN2YUE,BIYADIZAIRIBENJINGDOUJIAOFU5LIANGCHUNDIANDONGDABAK9。CIHOUYOULUXUWANCHENGLEERCIJIAOFU,JIASHANGCICIDEDISICIJIAOFU,WUNIANJIAN,BIYADILEIJIXIANGRIBENSHICHANGJIAOFULE24LIANGCHUNDIANDONGDABA,ZHANRIBENCHUNDIANDONGGONGJIAODABASHICHANGFENEDESANFENZHIYI。


ZHIDEYITIDESHI,ZAIBIYADICICIXIANGWEILAIGUOLIGONGYUANJIAOFU3LIANGCHUNDIANDABADETONGSHI,BIYADIYU2010NIANSHOUGOUDEDIYUANQIXIADEGUANLINMOJUGONGCHANGYESHOUCILIANGXIANG。ZI2010NIANHOU,RIBENGUANLINMOJUGONGCHANGCANYULEBIYADIQICHECHESHENGONGYIDEKAIFAGONGZUO。


“X+Y战略”或成突破口


边锋游戏DUIRIBENSHICHANG,BIYADIFANGMIANDE“YEXIN”BINGFEIJINJINMAICHE,ERSHILIYONG“X+YZHANLVE”QUANMIANLUOHURIBEN。


“BIYADIHAIYOUYIGEHENDADEBANKUAI,SHIDIANCHIBANKUAI。QISHI,BIYADIDEDIANZIHETAIYANGNENG,ZAIRIBENZAOYIJINGANJIALUOHU。”LIUXUELIANGTOULULE“XUANJI”,“TEBIESHITAIYANGNENG,ZUJIYIJINGCONGRIBENDEBEIHAIDAOBIANBUDAORIBENNANDUANDEJIUZHOUDIQU。”


MUQIAN,BIYADIZHUYINGYEWUZHUYAOBAOKUOERCICHONGDIANDIANCHIJIGUANGFU(BAOKUOCHUNENG)、SHOUJIBUJIANJIZUZHUANGHEQICHEJIXIANGGUANCHANPINDENGSANGEDANYUAN。BIYADI2018NIANCAIBAOXIANSHI:2018NIANBIYADIYINGYESHOURUWEI1300.55YIYUAN,QIZHONG,GEYEWUDANYUANDIAOZHENGDIXIAOQIAN(XIATONG)SHOURUFENBIEWEI255.6YIYUAN、440.9YIYUANHE773.4YIYUAN;SHOURUZHANBIFENBIEWEI:17.39%、30%HE52.61%。CONGLIRUNKAN,SANDAYEWUDANYUANFENBIEWEI:4.82YIYUAN、26.37YIYUANHE28.2YIYUAN;LIRUNZHANBIFENBIEWEI:8.1%、44.4%HE47.5%。


边锋游戏SUIRANZAIMUQIANSANDAYEWUDANYUANZHONG,DIANCHIJIGUANGFUYEWU(HANCHUNENG)DUIBIYADIYINGSHOUHELIRUNZHANBIJUNZUIXIAO,DANQUESHIBIYADILAIYIYIZHONGDEBANKUAI。TEBIESHIZAIRIBENSHICHANG,GUANGFUFADIANHECHUNENGYOUZHEJIWEIGUANGKUODESHICHANG。


有数据预测,预计到2024年,全球储能的总装机容量将达到45GW,是2016年的近16倍。前五大市场分别是日本、印度、美国、中国和欧洲,将占2024年全球总量的71%;而日本将占全球储能市场容量约50%份额。


边锋游戏RIBENZHISUOYIZAICHUNENGSHICHANGWEIJUQUANQIUDIYI,YUQINENGYUANJIEGOUHECHANYEZHENGCEMIBUKEFEN。


边锋游戏YOUYUSHOUDAOFUDAOHEXIELOUSHIGUDEYINGXIANG,RIBENJINGJICHANYESHENG(METI)HECHANYEJIEXIWANGTUIJINDEHEDIANZHANJIANSHEJIHUA,SHOUDAOLERIBENYULUNDEQIANGLIEDICHU。YUCITONGSHI,RIBENTICHULEDAO2050NIANXUEJIAN80%WENSHIQITIPAIFANGDEMUBIAO,BINGYUQIZHI2030NIAN,XINNENGYUANFADIANLIANGJIANGZHANDAOZONGFADIANLIANGDE35%。JUTONGJI,2016NIANRIBENQUANNIANQUANGUOSHIYONGDIANLIYOU4.3%LAIZIGUANGFU,ERZAIDANGNIAN4-9YUERIZHAOJIAOHAODEYUEFEN,GUANGFUGONGXIANDADAOLE5-6%。


WEILEGULIGUANGFUFADIAN,METICHUTAILETAIYANGNENGGUDINGSHOUGOUDIANJIA(FiT)ZHENGCE,DUIDIANLIGONGSISHOUGOURUWANGDIANLIYUYIBUTIE。DANZHEISHIYIGEDIANJIASHOUGOUBUTIEZHUNIANTUIPODEZHENGCE,ZHIZHIQUANBUTUICHU。JINNIAN3YUE,METIGONGBUDEZUIXINGUANGFUSHANGWANGDIANJIAXIANSHI,ZUIDABUTIEJIANGFUDADAO22%。


“(SHOUZHENGCEYINGXIANG)XIANZAIRIBENDIANLIGONGSIBUHUIQUCAIGOUTAIYANGNENGFADIANZHANDEDIANLI,ZHEIYIWEIZHEYOUDALIANGDEDIANLIHUIBEILANGFEI。”HUATIANJINZUOBIAOSHI,“ZHENDUIZHEIBUFENLANGFEIDEDIANLI,JIXUDIANDONGDABABAZHEIXIEDIANLILIYONGQILAI。”


“BIYADIDETAIYANGNENGHECHUNENGSHIZAIYIQIDE,ZHEISHIWOMENYIZHIZAICHANGDAODEKEZAISHENGNENGYUANZUIHAODEZUHE。BIYADIDEDAXINGCHUNENG,JINNIANJIANGHUIZHENGSHILUOHURIBEN。”LIUXUELIANGDAOCHULEBIYADIDEZHONGJIMUBIAO——YONGDIANDONGDABAJIEHECHUNENG,WANCHENGRIBENXIANZAISUOTUIXINGDEZAISHENGNENGYUANLIYONGDEYIGEQUANXINCHANYEMOSHI。“RUCI,BIYADIXINNENGYUANCHANYEZHENGTIJIEJUEFANGAN,CONGTAIYANGNENGDAOCHUNENG,ZAIDAODIANDONGCHE,JIBENSHANGJIANGQUANFANGWEIJINRURIBENSHICHANG。”


作者: 寇建东      稿件来源: 财联社
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