福建省南安抽水蓄能电站项目获福能股份78亿投资

Core Viewpoint - Fuzhou Energy Co., Ltd. plans to invest 7.802 billion yuan in the construction of the Nanan Pumped Storage Power Station project in Fujian Province, which will enhance the company's clean energy capacity and operational efficiency [1][2] Group 1: Project Overview - The Nanan pumped storage project will have an installed capacity of 1.2 million kilowatts (4×300,000 kW) and is expected to take 69 months for construction [1] - The project will primarily serve functions such as peak regulation, valley filling, frequency modulation, phase adjustment, energy storage, and emergency backup within the Fujian power system [1][2] Group 2: Investment and Financials - The total dynamic investment for the project is 7.802 billion yuan, with a unit cost of 6,501 yuan per kilowatt, and the equity capital accounts for 20% of the total investment [2] - The financial internal rate of return on equity capital is estimated at 6.5% [2] Group 3: Strategic Importance - The project is a key implementation project under the "14th Five-Year Plan" for pumped storage, aligning with the national energy structure adjustment and new power system construction [2] - The two-part electricity pricing policy for pumped storage ensures the project's economic viability and potential for new profit growth for Fuzhou Energy [2] Group 4: Company Performance - In the first half of 2025, Fuzhou Energy reported revenue of 6.369 billion yuan, a year-on-year decrease of 4.44%, while net profit attributable to shareholders was 1.337 billion yuan, a year-on-year increase of 12.48% [2] - The profit increase is attributed to better wind conditions in Fujian, leading to higher wind power generation, and increased settlement of gas-fired power generation [2]