Akuvamile ukuthi ukuphepha kubongwe noma kwehliswe amanani ezimakethe zezimali ezingaphezu kuka-15%, njengoba kungumcimbi ohlukile. Nakhu okwenzekile kulezi zinsuku nge-Nokia Gamesa lokho sekusele kancane ngaphezulu kuka-15% ngesikhathi esisodwa sokuhweba. Ngokuqondile ngesikhathi lapho kwakungenye yamanani we-bullish kakhulu kunkomba ekhethiwe yezimali zaseSpain, i-Ibex 35. Kuze kube yilapho ingcindezi yayo yokuqhathanisa yayingenye yamandla amakhulu emakethe. Ukuba cishe nsuku zonke kuhola izinzuzo ezigcawini zikazwelonke.
Kepha okubangela le nhlekelele ephelele kufanele kutholakale emiphumeleni yebhizinisi edumaze kakhulu abenzeli bezimakethe zezimali. Abakutholanga abebekulindele futhi ngenxa yalesi sizathu ukusabela kwe-Nokia Nokiaa kube nodlame olukhulu. Umtshali-zimali otshalwe imali ngama-euro angama-10.000 uzobona ukuthi ngosuku olulodwa nje yena uzokwenzenjani ziye zanyamalala ngaphezu kwama-euro ayi-1.500 okusho imali eningi yalolu hlobo lokusebenza. Yize okubi kakhulu kungahle kufike ekuqaleni kwamaholide ka-Agasti.
Ngenkathi ngakolunye uhlangothi, i-Nokia Gamesa yayingenye yezokuphepha nge inani elikhulu lezincomo ngabahlaziyi ezimakethe zezimali. Kwakungumdlalo kuwo wonke amachibi futhi manje kuza lesi simo esisha esingashintsha umbono wabatshalizimali abancane nabaphakathi. Kepha iqiniso ukuthi izinto azibukeki zizinhle kakhulu kuzintshisekelo zenkampani esohlwini. Uma kungenjalo, ngokuphambene nalokho, ukwehla okusha nokukhulu kwentengo yamasheya kungenziwa.
I-Nokia Gamesa: ngama-euro ayi-12
I-Nokia Gamesa Energy Renewable Energy, phambilini eyayiyi-Gamesa Corporación Tecnológica y Grupo Auxiliar Metalúrgico, yinhlangano yezizwe ngezizwe yaseSpain yobuchwepheshe obusha obuzinikele ngamandla omoya. Ngemuva kokushicilelwa kwemiphumela yayo yebhizinisi, amasheya ayo ehle aze afinyelela emazingeni cishe ama-euro angama-12. Kepha okubaluleke kakhulu ukuthi igingqe izisekelo ezibalulekile ezingashintsha umkhuba wazo, okungenani maqondana nesikhathi esifushane nesikhathi eside. Ukusuka ku-bullish uye kwi-bearish ezinsukwini ezimbalwa kakhulu. Ukuba isimanga sangempela ngengxenye enhle yabatshalizimali abancane nabaphakathi.
Akunakulibaleka ukuthi ezinsukwini ezimbalwa ezedlule, inhloso ye-Siemens Gamesa ibiyi-18 noma i-20 euros ngesabelo ngasinye. Futhi kubonakala sengathi kungenzeka kakhulu ukuthi angakuthola ngaphambi kokuphela konyaka okhona. Lapho ukuthenga kwakwenziwa ngokuthengiswa okucacile kwe-crystal. Ngefayela le- ivolumu ephezulu kakhulu yokuqashwa yalesi sigaba esikhethekile sesitoko. Ngamandla wokuhlaziya abonakalayo abonakalayo kepha aphelelwe yisikhathi ngamathemba amasha enkampani wamandla omoya.
Yehlisa incwadi yoku-oda
Isici sayo esibi kakhulu esenziwe ngabatshalizimali sitholakala kokuncipha kwaso okuqhubekayo kwamanani encwadini yoku-oda. Kufike isimanga engxenyeni enkulu yabenzeli ezimakethe zezimali. Ngokwezinga lapho imiphumela yebhizinisi lakwa-Nokia Gamesa badumazeke kakhulu bonke abatshalizimali. Yize ngamandla kungabonakali kangako enkombeni ekhethiwe yamasheya aseSpain, i-Ibex 35. Asikhulumi ngokunye futhi akukho okungaphansi kokwehla kwamanani entengo ayi-16%.
Esinye isici esasingaba nomthelela kulesi simo yileso esimayelana nokulindelwe okwakwenziwe ngaphakathi kwenkampani nokuthi ngemuva kwakho konke kwakukuningi. Ngalo mqondo, kungakhohlwa ukuthi i-Nokia Gamesa ingesinye sezibambiso zokulingana zikazwelonke ezibalwe, ikakhulu ngenxa yamathemba ayo esikhathi esizayo kunangenxa yeqiniso lamabhizinisi ayo. Ngakho-ke i ukuguquguquka kwenza kube khona okukhulu ekubekeni izintengo zakho. Okuthile okuvame kakhulu kuleli banga lezinkampani zalezi zici futhi okungaholela ekulahlekelweni yimali eningi endleleni.
Izinkontileka ezintsha phesheya
Ngemuva kokuthi inkampani yakwa Siemens Gamesa isayine inkontileka yayo yokuqala neBrennand Investimentos yokuphakelwa kwama turbines omoya angama 27 ezinhlobonhlobo zamamodeli emapulazini omoya ase Arizona nase Honorato, asendaweni yaseBrazil iBahia. Kusukela ngo-2012, iNokia Gamesa inikeze ngaphezu kwe-3,1 GW (ngaphezulu kwamayunithi ayi-1.500) cishe Amaphrojekthi angama-60 eBrazil. Le nkampani inobukhona obuzinzile ezweni, lapho inamahhovisi nendawo yokuhlanganela i-nacelle, kanye nokuhlinzeka ngezinsizakalo zokusebenza nokunakekela.
Lezi bekuyizindaba nje ezikhuthaze ingxenye enhle yezinkampani ezincane neziphakathi nendawo ukuthenga ngaleli nani ukwenza imisebenzi yazo ibe nenzuzo. Kepha babonile ukuthi ngesikhashana nje izikhundla zabo zishintshe kakhulu. Kuze kube yilapho sebecabanga ukuthengisa amasheya abo. Yize inkambo yesenzo esihlakaniphe kakhulu okwamanje qhubeka uzolile bese ulinda ukubona ukuthi kwenzekani ezinsukwini ezimbalwa ezizayo ukuze uthathe isinqumo esifanele esimweni ngasinye. Kunoma ikuphi, into eyodwa icacile futhi lokho ukuthi umbono weS Siemens Gamesa ushintshile futhi lapho-ke ngeke kube khona okunye abangakwenza ngaphandle kokuthuthukisa ushintsho kumasu okutshala imali.
Kuxhunyaniswe nemijikelezo yebhizinisi
Lesi yisigaba samanani esibonakala ngoba sihlobene kakhulu nemijikelezo yezomnotho. Ngamanye amagama, zinamandla kakhulu ezikhathini ezibanzi ngenkathi, kunalokho, ukulungiswa kwazo okukhulu kwenzeka ngezikhathi zokwehla komnotho. Ngalesi sizathu kungathiwa yizinkampani kuthathwa njengesikhashana ngoba zincike esimweni somnotho wamazwe omhlaba. Ngaphandle kokunye ukucatshangelwa kobuchwepheshe futhi mhlawumbe futhi kusukela ekubukeni kwezisekelo zayo. Ukuthi kube yinkimbinkimbi kakhulu ukusebenza nalolu hlobo lokuphepha emakethe yamasheya.
Okunye okumele kubhekwane nakho ukuthi akuhloselwe ukutshalwa kwezimali kwesikhathi esimaphakathi nesikhathi eside. Uma kungenjalo, kunalokho, ngaphezulu kuhloswe ngemisebenzi emifushane kakhulu ezimakethe zokulingana. Kusizakala ukunyakaza okuphezulu ukuqedela izikhundla ngaphansi kwanoma yiliphi isu elenziwe kutshalomali. Ukuba ngenye yezinhlaka ezijwayelekile ezifanele kakhulu futhi okubahlukanisa nakwezinye izibambiso noma imikhakha ezimakethe zezezimali. Lapho ungathola khona ukuhlaziywa okukhulu, kepha futhi ulahlekelwe yimali eningi ekusebenzeni kokuthatha izikhundla.
Ukudumazeka emiphumeleni
I-Nokia Gamesa Renewable Energy (SGRE) namuhla yethule imiphumela ezinyangeni eziyisishiyagalolunye zokuqala (Okthoba-Juni) nekota yesithathu (Ephreli-Juni) yonyaka wezimali (FY) 2019. Ezinyangeni eziyisishiyagalolunye zokuqala zonyaka wezimali 2019, ukuthengisa kufinyelele kuma-euro ayizigidi ezingama-7.283 (+ 12% y / y). Kwikota yesithathu bakhuphule ama-23%, bafinyelela ku-2.632 wezigidi zama-euro, okuqhutshwa umnikelo oqinile wazo zonke izingxenye zebhizinisi, ikakhulukazi irekhodi lomsebenzi wasolwandle.
Le nkampani iqede izinyanga eziyisishiyagalolunye zokuqala ze-FY 2019 nge-pre-PPA Ebit, izindleko zokuhlanganisa nokwakha kabusha ama- € 475 wezigidi, okulingana nemali yangaphambi kwe-PPA Ebit, izindleko zokuhlanganisa nokwakhiwa kabusha kuka-6,5%. Kwikota yesithathu, ibhalise i-Ebit pre PPA, izindleko zokuhlanganisa nokwakhiwa kabusha kwama-euro ayizigidi eziyi-159, nge-Ebit pre PPA margin, izindleko zokuhlanganiswa nokwakhiwa kabusha kuka-6,1%. I- ukwehla okuqhubekayo kwamanani encwadini yoku-oda kube nomthelela omkhulu enzuzweni, kanye nokuntengantenga ezimakethe ezisafufusa kanye nezinselelo ekwenziweni kwamaphrojekthi athile asogwini, okuncishiswe kancane ukusebenzisana, ukuthuthukiswa komkhiqizo kanye nomthamo ophezulu wokuthengisa.
Isikweletu sonke sama-euro ayizigidi ezingama-191
Le nkampani yaphindeka kabili inzuzo yakho yonke ifinyelela ezigidini ezingama-88 yama-euro ezinyangeni eziyisishiyagalolunye zokuqala zonyaka wezimali wezi-2019, kanti kwikota yesithathu bekungama-euro ayizigidi ezingama-21. Isikweletu sonke besimi kuma-euro ayizigidi ezingama-191 kusukela ngoJuni 30, kuqhutshwa wukwanda kwemali eyisebenzisayo lapho kubhekwana nenani eliphakeme lomsebenzi ebhizinisini logesi ophehla umoya kwikota yesine. Ukusebenza kwezezimali kuhambisana nemihlahlandlela eyethulwe onyakeni wezimali ka-2019 (ukuthengiswa kwama-euro ayizigidi eziyi-10.000 11.000 kuya ku-7 8,5 kanye ne-pre-PPA Ebit margin, izindleko zokuhlanganisa nokwakhiwa kabusha kwezingu-XNUMX% no-XNUMX%), yize ikota lesithathu okuthintwe ukungazinzi ezimakethe ezisafufusa kanye nezinselelo ekwenziweni kweminye imisebenzi yasolwandle.
Yize imishanguzo yesikhashana yesikhashana iba nomthelela, umbono wesikhathi eside we-Siemens Gamesa uhlala uqinile, uqhutshwa yincwadi yokuqoshwa kwamarekhodi, ukuhlukahluka kwendawo kanye nebhizinisi, kanye nesinye sezikhundla zomkhiqizo ezincintisana kakhulu kuzo zombili izindawo ezisogwini nasolwandle. I- ukwehla okuqhubekayo kwamanani encwadini yoku-oda kube nomthelela omkhulu enzuzweni, kanye nokungazinzi ezimakethe ezisafufusa kanye nezinselelo ekwenziweni kwemiklamo ethile yasolwandle