An aika raka'a 50,000 a cikin Disamba! Fiye da kashi 50% a cikin kasuwa mai tasowa! Sabbin abubuwan bincike na Deye na ciki! (Raba cikin ciki)
1. Halin da ake samu na kasuwa
Kamfanin yana da babban kaso na kasuwa a cikin ajiyar gida a kasuwanni masu tasowa, ya kai 50-60% a kudu maso gabashin Asiya, Pakistan, Afirka ta Kudu, Arewacin Afirka, Lebanon, da sauransu.
Brazil kasuwa ce da kamfanin ya shiga da wuri kuma yana da fa'ida ta farko. Kasuwar Brazil tana mai da hankali kan inverter da micro inverters. A halin yanzu, Brazil tana ɗaya daga cikin manyan wuraren jigilar kayayyaki na kamfanin don kirtani da micro inverters, kuma an kafa tashar kasuwanci ta yanar gizo mai ƙarfi a cikin gida. A cikin 2023, Brazil ita ce ta biyu mafi girman tushen kudaden shiga na kamfanin bayan Afirka ta Kudu. A cikin kashi uku na farko na shekarar 2024, kudaden shiga na Brazil shi ma ya kai kashi 9%.
Indiya, Pakistan da kudu maso gabashin Asiya kasuwanni ne da ke da haɓakar fashewar abubuwa a cikin 2024. A cikin rabin farkon 2024, sabon ikon shigar da wutar lantarki na Indiya ya kasance 15 GW, haɓakar shekara-shekara na 28%, kuma ana tsammanin zai wuce 20 GW a duk shekara. Kayayyakin inverter na kamfanin a Indiya sun ƙaru sosai. A halin yanzu, Indiya tana ɗaya daga cikin manyan wuraren jigilar kayayyaki na kamfanin. Indiya + Brazil ke da kashi 70% na jigilar kayayyaki gabaɗaya na kamfanin.
Kamfanin ya shiga kasuwannin Indiya, Pakistan da Kudu maso Gabashin Asiya da wuri, kuma ya kulla kyakkyawar alakar hadin gwiwa da dillalan gida. Babban samfuran ƙananan ƙarancin wutar lantarki na kamfanin suna biyan bukatun masu amfani da gida, don haka kamfanin ya samar da fa'ida mai mahimmanci na farko a cikin waɗannan kasuwanni. Kasuwannin Pakistan da kudu maso gabashin Asiya a halin yanzu suna ɗaya daga cikin manyan wuraren da ake jigilar kayayyaki don inverters ɗin ajiyar makamashi na kamfanin.
2. Yanayin kasuwar Turai
A cikin kasuwar Turai, babban bambance-bambancen samfuran kamfanin ya kasu kashi a cikin ƙasashe daban-daban.
String inverters da farko sun zaɓi ƙasashe masu ƙarancin gasa, kamar Romania da Austria, don faɗaɗawa. Tun shekaru 21 da suka wuce, an yi amfani da inverter na ajiyar makamashi a Spain, Jamus, Italiya da sauran yankuna, kuma an ƙaddamar da na'urori masu ƙarfin lantarki na gida da masana'antu da kasuwanci don masu amfani a yankin masu amfani da Jamusanci. A cikin shekaru 24 da suka gabata, jigilar kayayyaki kowane wata sun kai fiye da raka'a 10,000.
Don ƙananan inverters, kamfanin a halin yanzu yana sayar da su ga Jamus, Faransa, Netherlands da sauran ƙasashe a Turai. Ya zuwa ranar 24 ga Yuni, jigilar micro inverters a Jamus ta dawo zuwa raka'a 60,000-70,000, kuma a Faransa zuwa raka'a 10,000-20,000. An ƙaddamar da samfuran ƙananan inverter na ƙarni na huɗu don hotunan balcony na Jamus, wanda ake tsammanin zai ƙara samun rabon kasuwa.
A cikin kwata na uku na shekarar da ta gabata, an gano bukatar sake gina kasar Ukraine. Kamfanin cikin sauri ya shiga kasuwar Yukren ta hanyar masu rarrabawa na Poland, inda ya kai kololuwa fiye da raka'a 30,000 a cikin Yuli da 24 ga Agusta.
3. Kasuwar Amurka
A halin yanzu, duka masana'antu da ma'ajiyar kasuwanci da masu juyawa a cikin kasuwar Amurka suna cikin yanayin haɓaka ƙarar juzu'i.
Mai jujjuyawar ya sanya hannu kan wata hukuma ta musamman tare da mai rarraba Sol-Ark na Amurka, kuma ana siyar da shi ta hanyar OEM. Tare da raguwar kuɗin ribar Amurka a cikin kwata na huɗu, jigilar kayayyaki na masana'antu da ma'ajiyar kasuwanci ya ƙaru sosai. Micro inverters kuma sun wuce takaddun shaida na Amurka. Tare da haɗin gwiwar dogon lokaci tare da masu rarrabawa da fa'idodin farashin, akwai damar da za a ƙara ƙarar hankali a hankali.
4. Lokacin kashe-kashe ba ya da ƙarfi, kuma kayan jigilar kayayyaki sun karu a cikin Disamba
Kayayyakin ajiya na gida a cikin Disamba sun kasance kusan raka'a 50,000, karuwa a kowane wata daga fiye da raka'a 40,000 a cikin Nuwamba. Kayayyakin da Pakistan ta yi a watan Disamba sun dawo
Babu shakka jigilar kayayyaki na Disamba sun fi kyau. Za a sami raguwa a cikin biki na bazara a watan Janairu, amma har yanzu yana da kyau sosai, yana nuna alamun "kakar-kakar ba ta da kyau".
5. Hasashen kwata na huɗu da 2025
Ana sa ran ribar kamfanin za ta kai miliyan 800 zuwa miliyan 900 a cikin kwata na hudu, da kuma cikar shekarar 24 da rabin farkon shekarar 2025.
Lokacin aikawa: Janairu-07-2025