Core Viewpoint - The successful grid connection of the Heze Peony 93.75MW wind power project marks a significant step in the strategic advancement of Shandong High Holdings' renewable energy initiatives, showcasing the company's commitment to deepening its presence in the green energy sector [1][2]. Group 1: Strategic Landscape and Resource Advantages - The Heze Peony wind power project is a key component of Shandong High Holdings' renewable energy strategy, highlighting the resource advantages and strategic determination of the provincial state-owned enterprise [2]. - The project utilizes 15 units of 6.25MW wind turbines, with a total installed capacity of 93.75MW, expected to generate 235 million kWh annually, saving 80,000 tons of standard coal and reducing CO2 emissions by approximately 200,000 tons [2]. - The experience gained from the Heze Peony project will benefit the subsequent launch of the 175,000 kW dispersed wind power project in Yuncheng, which adopts an innovative decentralized development model [2]. Group 2: Core Value and Growth Logic of Shandong High Holdings - Shandong High Holdings serves as the central hub for the group's renewable energy strategy, with Shandong High New Energy being the most valuable asset within this framework [3]. - As of mid-2025, Shandong High New Energy has nearly 5GW of installed renewable energy capacity, generating over 6.5 billion kWh annually and achieving a carbon reduction of over 5 million tons [3]. - The company has established a solid industrial foundation, with total assets reaching 49.5 billion yuan and a revenue of 2.4 billion yuan in the first half of 2025, reflecting stable growth [3]. Group 3: Competitive Advantage through Differentiated Business Models - Shandong High New Energy has developed a competitive edge by integrating renewable energy with data center operations, creating a comprehensive industrial ecosystem [4]. - The strategic investment in Century Internet (VNET) provides access to over 50 data centers and more than 90,000 cabinets, enhancing resource support [4]. - The 300MW integrated project in Ulanqab exemplifies a new model of collaborative development between power generation and data processing, addressing renewable energy consumption challenges [4]. Group 4: Conclusion - The successful grid connection of the Heze Peony project and the commencement of the Yuncheng project signify a milestone in Shandong High Holdings' long-term strategic layout in renewable energy [5]. - These projects reflect the company's commitment to high-quality development and its role as a core platform in the renewable energy sector, aligning with national goals for green and low-carbon energy transition [5]. - Looking ahead, Shandong High Holdings aims to deepen its integration into national energy strategies, extend its renewable energy supply chain, and enhance its value in the global energy transition [5].
鲁西南风电再落子：透视山高控股（0412.HK）的资源优势与长期价值