Luhlaza, amandla ahlaziyekayo emke ekubeni yinto ephezulu ukuya kwesinye sezona zindululo zinengeniso kwiimarike zezabelo. Ayisiyiyo le Ikamva kwiimarike zamasheya zamanye amazweUkuba akunjalo, ngokuchaseneyo, sele bekhona, njengoko kubonisiwe kulo nyaka sele uza kuphela. Iphumile ekubeni yintsalela yotyalo-mali ukuze ibe yeyona protagonist yokwenyani yeephothifoliyo ezininzi zabatyali mali kwixesha eliphakathi nelide. Apho umlo wokulwa notshintsho lwemozulu unokuba yinzuzo ukusukela ngoku.
Icandelo lamandla acocekileyo sele libekwe kwi-radar yenxalenye elungileyo yabatyali mali abancinci nabaphakathi kwaye le meko inokuphuculwa ngo-2020. iinkampani ezintsha idityaniswe kweli candelo likhulayo eliqale ukuqala ukurhweba kwiimarike zokulingana kwihlabathi liphela. Ngelixa kwelinye icala, ezinye zeenkampani ezibalaseleyo ezidweliswe kwi-Ibex 35 zigqibe kwelokuba zijike zize kwicandelo lamandla acocekileyo. Njengamathuba eshishini avula kulo nyaka mtsha wentengiso esitokhwe ukuba siza kuqala.
Amacandelo emveli kwiimarike zamashishini anokulingana akhuselekile kwinto enokwenzeka kwizinto ezinokuhlaziywa. Kwaye amaxesha amaninzi ishishini kwimarike yemasheya linjalo ngokuthanda Ukuhamba ngendlela. Ukuza kuthi ga ngoku banokubaluleka kokuphinda baqwalasele kwaye kwiimeko ezininzi zingaphantsi kwamanani aphindwe kabini. Kukuphi okuqulatha isicwangciso-mali esicacileyo sokwenza ukuba imali ekhoyo ifumane inzuzo ngala maxesha. Ubutsha bunokuba nomdla wokutyala imali kunenkampani zemveli okanye eziqhelekileyo ezibandakanyiweyo kwizalathiso zokulingana kwilizwe lethu.
Uluhlu oluhlaziyiweyo
I-Grenergy, i-Audax, iSolaria kunye ne-Solarpack zezona ndawo zimele kakhulu kweli candelo kwimarike yaseSpain. Kodwa ngexabiso elongeziweyo lokuba bayigqibile i-2019 ngohlengahlengiso lwabo oluqinisekileyo, kwaye kwezinye iimeko ezithile ngokuthe ngqo kakhulu kuxabiso lwabo. Nangona ngokwengxelo yakutshanje yebhanki yase-US uGoldman Sachs, phakathi kwama-70% nama-80% abavelisi bamandla ahlaziyekayo ziphakathi okanye zincinci. Ngamanye amagama, azikabi ziinkampani ezinkulu kwaye azidweliswanga kwi-Ibex 35. Kodwa ukukhula kwabo okubonakalayo kunokuba kubaluleke kakhulu ukusukela kulo mzuzu ukuya phambili kunye notyalo mali kule minyaka izayo.
Ezi ziinkampani ezincinci kunye nephakathi kweekhaphethi zikhokelwa ngokubanzi kulindelo abazenzayo kwiimarike zezemali kunokuba ziyinyani kwiiakhawunti zabo zeshishini. Ukusuka kolu luvo, banokubaluleka kokuphinda bahlaziye, okuthe kwiimeko ezininzi kudlula amanqanaba angaphezu kwe-10%. Nangona ukuba ukwipotifoliyo yotyalo-mali kubarhwebi abakhulu okanye abalamli bezemali. Kwimeko nayiphi na into, ayifakwanga kwisalathiso esikhethiweyo sengeniso yesizwe eguquguqukayo, i-Ibex 35. Ukuba akunjalo, ngokuchaseneyo, zidwelisiwe kwimarike yesizwe eqhubekayo njengenxalenye elungileyo yeenkampani ezidwelisiweyo kwilizwe lethu. Ngekamva elithembisa umdla omkhulu kubatyali mali abancinci nabaphakathi.
Iinkampani zijolise ekuvuseleleni izinto
Ngayiphi na imeko, kukho iinkampani ezinkulu ze-Ibex 35 ezikhetha nalo mgca weshishini. Apho indawo elungileyo yeenkampani zombane kunye neAcciona ibonakala kwaye yintoni ebangela ukuba banyuse amaxabiso abo. Ngombulelo obonakalayo kwezi nyanga zidlulileyo njengesiphumo sokuzibophelela ngokuqinileyo kumandla ahlaziyekayo kwaye oko kubonelela ngenkuthazo entsha yokuthatha izikhundla kule klasi yezokhuseleko ekhulayo ngokubhekisele kwimidla yabatyali mali abancinci nabaphakathi. . Kwinto emiselweyo njengesiqhelo esitsha ngexesha lokukhetha ukhuseleko oluza kwenza iphothifoliyo yethu elandelayo yotyalo-mali.
Kule meko, imeko yenkampani yombane i-Endesa, ngenkxaso yayo ehlaziyekayo i-Enel Green Power Spain, kunye neProdiel batyikitye isivumelwano apho i-Endesa ifumana i-100% yenkunzi yeenkampani ezili-13 kwiProdiel.abanini beeprojekthi ze-photovoltaic eSpain, ezixabisa i-36 yezigidi Iiyure. Ukongeza, isivumelwano esenziwe ziinkampani zombini sikwabandakanya ukutyikitywa kwezivumelwano eziza kuthi zenze uxanduva lweProdiel ekunikezeleni ngeenkonzo zophuhliso ngokubambisana kwezi projekthi, isixa semali engama-65 ezigidi zeerandi, ezibandakanya irhafu yengingqi yokwakha kunye ukuhlawulwa kweendleko zonxibelelwano.
Amandla aluhlaza athengisa ngaphezulu
Kufuneka iqatshelwe into yokuba ezi nkampani zidweliswe kwiimarike zamashishini ezingenanzala emisiweyo zilandela imodeli yophuhliso lwezinto ezinokuphinda zisebenze ezibandakanya iintshukumo zokwenza ixabiso loluntu kwimimandla ezakhelwe kuyo. Ukuze ngale ndlela, benze ixabiso kwimarike yemasheya ukusukela ngoku kwaye, emva kwayo yonke loo nto, yenye yeenjongo zabo kwangoko. Ukuya kwinqanaba lokuba amaxabiso ekujoliswe kuwo anyuka kwizindululo ezenziwe ngabahlalutyi ababaluleke kakhulu kwiimarike ze-equity. Ngenxa yexabiso eliphezulu elinalo kwimarike yemasheya kule minyaka imbalwa izayo apho kuya kuthi kuphunyezwe amandla aluhlaza.
Ngelixa kwelinye icala, kuyafuneka ukuba ubonise inyani yokuba ezi xabiso azibonisi kugungqa okugqithileyo kuqwalaselo lwamaxabiso abo. Ukuba akunjalo, ngokuchaseneyo, ziphakathi kwezona zizinzileyo kwimarike yemasheya, hayi eSpain kuphela kodwa kwihlabathi liphela. Ukuza kuthi ga kwinqanaba lokuba la maxabiso athathelwa ingqalelo njengokubheja okukhulu kwikamva elingekude kakhulu kwaye apho banokurhweba khona kumanqanaba aphezulu kakhulu kunalawo afunyenwe ngoku. Ngaphandle kwezilungiso ezinokuthi ziphuhle kwiminyaka ezayo njengoko kusengqiqweni ukucinga. Kungenxa yokuba asinakulibala ukuba sithetha ngemarike yemasheya kwaye ayithethi ngezinye iimarike zezemali.
Izehlo zemoto yombane
Kwelinye icala, asinakulibala ukuba itekhnoloji yezixhobo eziza kubekwa iya kuthi ga kwi-50 kW, evumela ukuba isithuthi sihlawuliswe malunga nesiqingatha seyure (kuxhomekeke kwipesenti yomthwalo wangaphambili wesithuthi kunye neempawu zalo), ixesha abathengi abalisebenzisayo ukuthenga. Ngesihlo esicacileyo semoto yombane kule klasi yeenkampani ezikhethe ngokucacileyo olu hlobo lwamandla eemoto. Ukusuka kule ndawo yokujonga, sinokukhetha amanye amaxabiso ukwenza ulondolozo lube nenzuzo ukusukela ngoku. Ngolindelo oluphezulu ekubekeni amaxabiso.
Kukwabaluleke kakhulu ukugxininisa ukuba olu hlobo lotyalo-mali lunokuba yinzuzo kakhulu kwixesha eliphakathi nelide. Apho banokuhlaziywa ngeepesenti ezothusayo kwaye kuyo nayiphi na imeko zingaphezulu kwezo ziveliswe ziinkampani eziqhelekileyo okanye ezidwelisiweyo zemveli. Ukusuka kweli nqanaba lokujonga la maxabiso athengwa ngakumbi kunokubanjwa kwaye kwezinye iimeko ngendlela enoburharha. Ngenzuzo eyongezelelweyo yokuba ezinye zeenkampani zisasaza isahlulo esinomdla phakathi kwabanini zabelo.
Ngomyinge wenzala ongaphezulu kwe-5%, enomdla kakhulu xa ixabiso lemali lisoloko liphantsi, kwi-0%. Sisicwangciso-qhinga esikhulu sotyalo mali ukwenza ibhegi yokonga ngakumbi okanye engazinzanga. Ayothusi into yokuba ukulingana kwayo phakathi komngcipheko kunye nokubuya kunika umlinganiso onomdla kakhulu oza kuthathelwa ingqalelo ukusukela ngoku. Ngaphandle kokuthatha izikhundla ezinokuthi zithathwe kwiimpawu ezinxibelelene ngokusondeleyo kumandla ahlaziyekayo okanye aluhlaza.
USolaria inkokeli kwicandelo
Kwiinyanga ezilithoba zokuqala zonyaka, uSolaria, uqhubeke nokukhula, ukuphucula umvuzo wabo nge-2.4%, ukuya kuthi ga kwi-30,3 yezigidi ze-euro kunye ne-EBITDA yayo (23,43 yezigidi ze-euro) 1,5% ngenxa yokusebenza kakuhle kwazo zonke izityalo. Ngale ndlela, kufanele kuqatshelwe ukuba "lUkusebenza kwenkampani kuyaqhubeka nokuqina, utshilo umongameli weSolaria, u-Enrique Díaz-Tejeiro. Ukufaka i-285MW ukuza kuthi ga ngoku kulo nyaka nokuphindaphinda umthamo wethu ofakiweyo kahlanu yimpumelelo enkulu."
Ngelixa kwelinye icala, kwaye ukongeza, uSolaria utyikitye isivumelwano sezezimali sexesha elide kunye neBanco Sabadell kwizityalo ezine ze-photovoltaic ezinamandla apheleleyo e-108.5MW ehambelana nokuthengwa kwamandla kwePPA kunye nezivumelwano zentengiso ezisayinwe neRepsol. Ukuya kwinqanaba elinokutsala abatyali mali abatsha kwaye ngenxa yesi senzo kunokubonwa kuqikelelo lwayo kwimarike yemasheya kwi2020.