Iseshini yokuhweba yangoLwesihlanu ibone ukunyakaza okuphawulekayo kwamasheya eSolaria. Intengo yesitoko yenkampani yamandla yaseSpain ikhuphuke ngemuva kokuthi iBloomberg ibike ukuthi i-Alibaba Group isezingxoxweni zokuqala zokuhlinzeka ngamandla avuselelekayo esikhungweni sedatha esingaba khona ePuertollano, eCastilla-La Mancha. Imakethe yasabela ngokushesha, futhi amasheya enkampani akhuphukela phezulu kwe-Ibex 35.
Isivumelwano esingaba khona phakathi kwenkampani enkulu yezentengiselwano ze-inthanethi yaseShayina kanye nenkampani yamandla avuselelekayo yaseSpain siza ngesikhathi sokwandisa ingqalasizinda yedijithali. I-Alibaba ifuna ukwandisa izikhungo zayo zedatha kanye namakhono obuhlakani bokwenziwa eYurophu naseMpumalanga Ephakathi , ngomgomo womhlaba wonke odlula ama-gigawatts angu-20 ngo-2032. Nokho, isivumelwano esihlobene nePuertollano sisesesigabeni sokuqala.
Ukusabela Kwemakethe Yesitoko
Ngokusho kwemibiko eshicilelwe, amasheya kaSolaria akhuphuke cishe ngo -6,8% ngemuva kuka-13:30 ntambama futhi ahola isikhashana inzuzo ye-Ibex 35 ngemuva nje kwemini. Kamuva, inzuzo yehle yaba ngu-3,69%, ngentengo engu-€16,99 ngesabelo ngasinye, kwathi ekupheleni inzuzo yahlala ku-1,07%, yafinyelela ku-€16,56. Le nkampani yabhekana nosuku oluguquguqukayo emakethe yamasheya, oluphawulwe ukulindela izingxoxo.
Lokhu kusabela akusho ukuthi isivumelwano sesiqediwe. Imithombo ecashunwe yiBloomberg ikhuluma ngokuxhumana kokuqala kanye nephrojekthi esadinga ukuhlaziywa. Endabeni kaSolaria, ukunyakaza kwemakethe yamasheya kubonisa intshisekelo yabatshalizimali emkhakheni wezikhungo zedatha okhulayo eSpain , yize isivumelwano ne-Alibaba singakaqinisekiswa ngokusemthethweni.
Yini eyaziwa ngezingxoxo
Ngokusho kwemithombo eseduze nezingxoxo, i-Alibaba ibilokhu ibambe izingxoxo zokuqala neSolaria ukuze inikeze amandla avuselelekayo kwenye yezitshalo zenkampani yaseSpain. Isikhungo sedatha esingaba khona sizoba sePuertollano, futhi ukuhlinzekwa kwamandla kuzoba yisici esibalulekile salo msebenzi. Le mithombo efanayo igcizelela ukuthi lokhu kusesesigabeni sokuqala sezingxoxo.
Intshisekelo ye-Alibaba kule ndawo akuyona into entsha. Le nkampani yase-Asia ifunda ngokunwetshwa kwayo eYurophu naseMpumalanga Ephakathi, kanti iphrojekthi ye-Puertollano iqhathaniswa nezinye izikhungo zedatha iqembu elizimemezele kakade kuleli zwekazi. Kulokhu, kubikwa ukuthi izingxoxo zisesigabeni sangaphambilini , futhi imininingwane mayelana nosayizi noma umugqa wesikhathi ayaziwa.
Uhlelo lokukhulisa lwe-Alibaba
I-Alibaba yamemezela ngoSepthemba uhlelo lokukhulisa ingqalasizinda yayo yobuhlakani bokwenziwa kanye nezikhungo zedatha eYurophu naseMpumalanga Ephakathi. Le nkampani yaseShayina izibekele umgomo wokudlula ama-gigawatts angu-20 omthamo womhlaba wonke ngo-2032 , okuyisibalo esinikeza umbono wobukhulu bokutshalwa kwezimali kwayo kwezobuchwepheshe. Ukubambisana okungenzeka neSolaria kuzofanelana naleli cebo lokukhula.
KuSolaria, ibhizinisi lesikhungo sedatha seliyinto ebalulekile. Le nkampani isebenza kulolu hlobo lwengqalasizinda, futhi isigaba sayo esihlobene naso sithole ukubaluleka kokusebenza. EPuertollano, inkampani isivele ihlela izikhungo zayo, okuzochaza intshisekelo ye-Alibaba yokuthola umlingani wamandla endaweni. Ngakho-ke umasipala esifundazweni saseCiudad Real uvela njengendawo engaba khona yokutshalwa kwezimali kwezobuchwepheshe.
I-Puertollano, evelele
I-Puertollano ibilokhu iyindawo yemizamo yezikhungo yokuheha utshalomali olukhulu. Izithunywa eziholwa ngabameleli abavela kuMkhandlu Wesifundazwe i-Ciudad Real kanye noMkhandlu Wedolobha zaya eShayina ukuyokwethula iziphakamiso, futhi ngemva kwalokho, izithunywa zaseShayina ezinentshisekelo ngezokuthutha kanye namandla esifunda ziye zavakashela. Inhloso kwakuwukubeka indawo njengendawo efanelekile yengqalasizinda yezobuchwepheshe.
Ngaphambi kokusondela ku-Alibaba, iSolaria ihlole enye iphrojekthi yesikhungo sedatha se-AI nenkampani yezobuchwepheshe yaseJapan i-Datasection, efinyelela kuma-megawatts angu-200, ekugcineni ehlulekile. Manje, imithombo yezimboni ikhombisa ukuthi i-Alibaba ihlola nabanye abahlinzeki bamandla abangaba khona endaweni. Ukuncintisana kokuheha lezi zinhlobo zezikhungo kukhulu, futhi azikho izinqumo eziqediwe.
Umongo wamandla kanye nokulawula
Inkontileka engaba khona ne-Alibaba izohambisana nemithethonqubo yaseSpain yesikhathi esizayo, ebeka ukuthi okungenani u-80% wamandla asetshenziswa yizikhungo zedatha kumele avele esizukulwaneni esisha esivuselelekayo. Lesi sidingo, esichazwe esinqumweni sasebukhosini esiyalela ukuvuselelwa kanye nobukhosi bedijithali , sisekela izivumelwano phakathi kwabaqhubi bedijithali nezinkampani zikagesi ezinolwazi kuma-photovoltaics, njengeSolaria.
Okwamanje, iSolaria iqhubekela phambili ngephrojekthi yayo yesikhungo sedatha ePuertollano. Isigaba sokuqala sizofaka ama-megawatts angu-40 kagesi kanye nokutshalwa kwezimali okungaphezu kwezigidi ezingu-€150 , kanye nekhono lokukhula ngamanye ama-megawatts ayi-100 esigabeni sesibili. Lezi zibalo ziqinisa indima yenkampani ebhizinisini lengqalasizinda yedijithali.
Izibalo zakamuva zeSolaria
Le nkampani ivale ingxenye yokuqala ka-2026 ngenzuzo eningi engu- €124,9 million , okuwukwenyuka okungu-52% unyaka nonyaka, kanti imali engenayo ikhule ngo-111% yaya ku-€167,2 million. Uphiko lwengqalasizinda yesikhungo sedatha luqinise isikhundla salo njengomshayeli oyinhloko wokusebenza, ngemuva kokuphinda okuphindwe kane ukuthengisa kwayo engxenyeni yokuqala yonyaka kwaya ku-€99,6 million.
Amandla aleso sigaba afinyelele kuma-megawatts angu-438 , uma kuqhathaniswa nama-megawatts angu-225 abikwe ekupheleni kuka-2025. Lezi zibalo zisiza ukuchaza ukuthi kungani ukubambisana okungenzeka ne-Alibaba kunamandla ezimboni, hhayi nje imiphumela yemakethe yamasheya. Noma kunjalo, noma yikuphi ukunyakaza kuncike ezingxoxweni eziqhubekayo kanye nesivumelwano esiphothulwayo.
Ukuhlangana kwezintshisekelo phakathi kwe-Alibaba ne-Solaria kuphakamisa amaphuzu amaningana abalulekile: isikhungo sedatha esingaba khona ePuertollano, isidingo samandla avuselelekayo, uhlelo lwaseYurophu lwenkampani enkulu yaseShayina, kanye nokuzibophezela kwe-Solaria engqalasizinda yedijithali. Lezi zingxoxo, ezisesezigabeni zazo zokuqala, zithinte kakhulu intengo yamasheya enkampani yamandla futhi zaletha ukunaka edolobheni elifuna ukuheha ukutshalwa kwezimali okukhulu kwezobuchwepheshe. Nakuba konke kusazoqinisekiswa , imakethe isivele isabele njengokungathi iphrojekthi kungenzeka ifezeke.
