押注新能源赛道 东方园林拟更名“东方新能”

Core Viewpoint - The company, Beijing Oriental Garden Environment Co., Ltd., is transitioning from traditional ecological and environmental services to the renewable energy sector through the acquisition of two renewable energy companies and a name change to "Oriental New Energy" [1][3]. Group 1: Acquisition Details - The company plans to acquire 100% equity of Haicheng Ruihai New Energy Wind Power Co., Ltd. for a base price of 14.1 million yuan and 80% equity of Beijing Electric Power Investment Ruixiang New Energy Development Co., Ltd. [2] - Haicheng Ruihai focuses on distributed wind power, with a total grid-connected capacity of 41 MW expected by June 30, 2025, while Electric Power Investment Ruixiang has a total grid-connected capacity of 761.62 MW across various provinces [2]. Group 2: Strategic Transformation - The company aims to enhance its investment, development, construction, and operation of renewable energy projects, thereby accelerating its strategic transformation and improving profitability and risk resistance [2][3]. - Following its judicial reorganization completed by the end of 2024, the company has successfully divested from traditional ecological services and is now focusing on renewable energy as its core business [3]. Group 3: Market Outlook - The company's shift aligns with the booming renewable energy sector, driven by China's dual carbon goals and the construction of a new power system, with wind and solar power installations growing by 17.2% and 43.4% year-on-year, respectively, in the first quarter of 2025 [3]. - The increasing demand for renewable energy is also fueled by the rapid growth of data centers, which are expected to have over 80% of their new electricity consumption sourced from green energy by the end of 2025 [4].