卡姆丹克太阳能(00712.HK)业务营运仍如常进行 策略性投资一个磷酸铁锂电池混合储能系统的能源项目
Ge Long Hui·2025-11-25 15:09

Core Viewpoint - The company is actively seeking investment opportunities in green energy projects in China, particularly in solar and energy storage systems, driven by national goals for carbon neutrality and government support for renewable energy development [1][2]. Group 1: Company Operations - The company primarily engages in solar energy business, focusing on investment, engineering, procurement, development, and operational consulting services for solar photovoltaic power plants, as well as distributed generation projects for commercial and residential buildings [1]. - The company is currently exploring a new investment in a 150 MW flywheel energy project located in Fushan County, Shanxi Province, which includes 20 MW/2 MWh flywheel storage and 130 MW/200 MWh lithium battery storage [1]. Group 2: Financial Performance - Revenue from the solar and energy storage segment is expected to increase significantly, from approximately RMB 12.4 million for the six months ending June 30, 2024, to approximately RMB 98.8 million for the six months ending June 30, 2025, representing a substantial growth of about RMB 86.4 million or 695.5% [2]. - The growth is primarily attributed to the synergy effects from the company's investment in the flywheel energy storage system in Shanxi Province, which has positively impacted its EPC (Engineering, Procurement, and Construction) business [2].