2025-02-17 IB
Niaj hnub no cov xwm txheej sib ntaus sib tua, cov ntaub ntawv kev txawj ntse, ua ntej.
1. Kev lag luam beta lub sijhawm qhia los ntawm kev muaj peev xwm nce
Capacity elasticity txheeb xyuas qhov xav tau resilience:
V-shaped kho nkhaus los ntawm 50,000+ units hauv lub Kaum Ob Hlis mus rau kev kho sai rau 50,000 units hauv Lub Ob Hlis tau lees paub qhov muaj zog tiv thaiv kev ua lag luam ntawm kev lag luam tawm tshiab. Kev cog lus luv luv nyob rau hauv lub caij nplooj ntoos hlav Festival cuam tshuam (40,000 units hauv Lub Ib Hlis) thiab kev rov qab los ntawm cov neeg Esxias yav Qab Teb / African xaj tom qab rov pib ua haujlwm tau tsim lub hauv paus rau kev loj hlob xyoo-rau-xyoo hauv 25Q1 (piv nrog lub hauv paus ntawm 80,000 units hauv 24Q1)
2. Kev lag luam tawm tswv yim: los ntawm "txiav crumbs" mus rau "txiav ncuav"
1. Teb chaws Africa lub zog kiv puag ncig yog nyob rau hauv kev kawm: nruj thov explodes nyob rau hauv lub cev qhuav dej ntawm daim phiaj hluav taws xob
Core logic:
Teb chaws Africa tsis yog "kev ua lag luam qis kawg", tab sis tib lub teb chaws hauv ntiaj teb uas cov phiaj xwm hluav taws xob tau rov qab los (World Bank cov ntaub ntawv):
South Africa: Tus naj npawb ntawm cov hluav taws xob hluav taws xob hauv 2023 yuav ncav cuag 207 hnub, thiab tus nqi nkag mus rau hauv tsev neeg tus kheej muab lub zog cia yuav tsawg dua 3%. South Africa txoj cai tswj hwm ntawm 12.74% dhia hauv cov nqi hluav taws xob hauv lub Plaub Hlis (Nigeria xav tias yuav ua raws li kev cai) tab tom hloov kho cov qauv kev siv hluav taws xob hauv tsev. Qhov kev nkag mus tam sim no ntawm 2,000-3,000 units hauv ib hlis tsuas yog thawj theem ntawm kev cuam tshuam ntawm daim phiaj xwm txheej, thiab cov khoom siv hauv tsev tau hloov pauv los ntawm cov khoom kim heev mus rau quasi-tseem ceeb.
Nigeria: Tsuas yog 40% ntawm 120 lab tus tib neeg tuaj yeem siv hluav taws xob ruaj khov, tab sis tus nqi ntawm cov tshuab hluav taws xob diesel yog siab li $ 0.5 / kWh (Deye's tov tuaj yeem txo tus nqi rau $ 0.15 / kWh)
2. Southeast Asia lub zog tiam dhau los: ncaj qha nkag mus rau lub sijhawm ntawm kev faib hluav taws xob cia
Hla mus rau theem ib txwm siv kab sib chaws thiab ncaj qha nkag mus rau lub sijhawm ntawm kev faib hluav taws xob cia. Tom qab 50% + kev loj hlob tus nqi kwv yees yog qhov cuam tshuam ntawm cov kob kev lag luam lub zog xav tau kev xav tau thiab lub zog hauv nroog sib txawv.
3. Teb Chaws Asmeskas kev lag luam cia cov lus qhia tau nce mus txog: "Cov cheeb tsam nyob ib puag ncig lub nroog"
Tam sim no, qhov kev thov rau kev lag luam thiab kev lag luam hluav taws xob khaws cia hauv cov tsev neeg zoo tib yam tau nce ntxiv, pib los ntawm cov cheeb tsam nyob deb nroog, thiab tom qab ntawd maj mam cheb hla cov chaw lag luam loj hauv nroog, nrog lub zog zoo.
Targeting peb hom neeg siv:
Cov khw muag khoom yooj yim: 45%
Cov chaw tsim khoom me thiab nruab nrab: 30%
Kev koom tes ua liaj ua teb: 25%
Txoj cai arbitrage: Hauv Texas, California thiab lwm qhov chaw, lub zog cia qhov peev txheej tuaj yeem tau txais:
30% federal tax credit
Kev them nyiaj yug ntawm US $ 0.05 ib kilowatt-teev
Accelerated depreciation ntawm cov cuab yeej (ua tiav depreciation hauv 5 xyoos)
3. Cov khoom lag luam tshiab: tsis yog "kho dua tshiab" tab sis "reconstruction"
Off-grid system: riam phom tshwj xeeb rau kev lag luam tawm tshiab
Cov khoom lag luam tawm nrog kev muag khoom txhua hli ntawm 20,000 units (ib nrab hauv Africa / South East Asia) yog qhov tseem ceeb ntawm kev daws teeb meem rau qhov tsis muaj kab sib chaws. Lub hom phiaj txhua xyoo ntawm 300,000-400,000 units sib haum rau kev lag luam nce ntxiv ntawm kwv yees li US $ 1.5 billion.
Gross profit margin moat ntawm roj teeb pob lag luam
Cov khoom siv roj teeb lithium uas ua tau raws li cov kev xav tau hauv zos yuav tsum tau muab, thiab kev teeb tsa yuav tsum ua kom tau raws li qhov xav tau tiag tiag ntawm cov neeg siv khoom hauv zos, thiab cov lag luam hauv zos yuav tsum tau kho dua tshiab.
Plaub, nyiaj txiag anchors rau tus nqi rov qab
Kev loj hlob ntawm cov neeg siv khoom tseem ceeb nyob hauv kev daws cov neeg mob cov ntsiab lus. Kev lag luam thiab kev lag luam kev lag luam thiab kev cia khoom loj yog qhov zoo heev, tsom mus rau kev tsim kev lag luam hauv Asia, Africa thiab Latin America, thiab cov lag luam tawm tshiab xws li Pakistan, Is Nrias teb thiab lwm lub khw.
Lub sij hawm xa tuaj: Feb-18-2025