CFLD(600340) 中国经营报·2025-04-04 22:26Core Viewpoint - The collaboration between Huaxia Happiness, Baobi New Energy, and Xiaomai New Energy aims to expand the "industry + new energy" business in the Middle East, marking a deeper integration of the new energy sector with the real economy in China [1][6]. Group 1: Strategic Collaboration - The partnership focuses on leveraging the strengths of each party in asset creation, park operation, and new energy development to achieve efficient resource conversion [2]. - The agreement emphasizes a "investment attraction + park + new energy" model for deep collaboration, with Baobi New Energy leading in asset creation and smart energy management [2][3]. - Xiaomai New Energy, established by Huaxia Happiness, specializes in developing renewable energy assets and aims to create zero-carbon parks [3]. Group 2: Market Focus and Development - The three parties will prioritize domestic economic regions such as Beijing-Tianjin-Hebei, Guangdong-Hong Kong-Macao Greater Bay Area, and Yangtze River Delta for project development [4]. - The collaboration aims to develop standardized, large-scale, high-quality commercial distributed energy assets, contributing to the creation of a zero-carbon park ecosystem [4]. Group 3: Policy and Market Opportunities - The global new energy industry is experiencing explosive growth, with over 90% of new power generation capacity in China coming from renewable sources [5]. - The Saudi Vision 2030 plan aims to invest 1 trillion riyals (approximately 1.9 trillion yuan) to ensure that 50% of electricity comes from clean energy by 2030, presenting significant opportunities for Chinese companies [5]. - The collaboration seeks to integrate distributed solar and wind energy applications in domestic markets while exploring advanced models like energy storage and smart microgrids in overseas markets [5]. Group 4: Long-term Vision - The partnership is not limited to project development but also focuses on long-term strategies, including building a comprehensive energy carbon service ecosystem around parks [5]. - Xiaomai New Energy plans to offer full-chain services in carbon asset management and create replicable low-carbon models through green buildings and transportation [5].