IMDTECL(SZ:002128) Zheng Quan Shi Bao Wang·2024-12-23 18:02Project Overview - The company has initiated the first phase of a 550,000 kW integrated wind and solar project in Keshiketeng Banner, which is expected to be constructed by its subsidiary, Inner Mongolia Electric Power Investment New Energy Ecological Construction Co., Ltd [3][7] - The project includes 200,000 kW of wind power and 350,000 kW of solar power, along with a supporting 82.5 MW/165 MWh lithium iron phosphate energy storage system [8][32] Economic Evaluation - The project has a payback period of 13.39 years and an internal rate of return on equity of 8.26%, which meets industry standards [4][55] - The total dynamic investment for the project is approximately 226,332.78 million yuan, with a static investment of 223,131.22 million yuan [33][105] Strategic Alignment - The project aligns with national strategic policies aimed at accelerating the development of a new energy system and advancing key ecological projects in the "Three Norths" region [11][114] - It is significant for combating desertification in the Khorchin Sandy Land and severing the sand source affecting Beijing and Tianjin [11][114] Financial Impact - The project is projected to generate a total profit of approximately 119,097.76 million yuan during its operational phase, with a net present value of 4,776.62 million yuan after tax [55][110] - The project is expected to maintain positive cash flow throughout its operational period, indicating a low financial risk and strong debt repayment capability [55][110] Risk Management - The company plans to address potential risks such as power limitation rates and declining electricity prices by actively monitoring market policies and preparing for participation in electricity spot market trading [21][80] - Measures will be taken to ensure synchronized construction of the source and grid to mitigate risks associated with asynchronous development [80][125]