SDHS(SH:600350) Ge Long Hui·2025-12-29 01:13Core Viewpoint - The recent signing of EPC contracts for a 100 MW wind power project in Guangxi and a 100 MW photovoltaic project in Shanxi by the company demonstrates its ongoing and efficient expansion in the renewable energy sector, aligning with national carbon neutrality goals [1][5][8] Group 1: Project Developments - The 100 MW wind power project in Zhaoping, Guangxi, has a total estimated cost of approximately RMB 675 million and is expected to take 791 calendar days for construction [1][2] - The 100 MW photovoltaic project in Wuxiang, Shanxi, has a contract value of RMB 406 million, marking a significant step in the company's project development in the region [1][3] - Both projects utilize an integrated EPC model, ensuring clear responsibility, strict timeline control, and strong cost management [3][4] Group 2: Strategic Positioning - The company has successfully secured a total capacity of 400 MW for wind power projects in Guangxi, enhancing its market presence in the southern region [2][5] - The projects are part of a broader strategy to optimize the company's energy asset distribution across multiple regions, including South, North, and East China, thereby increasing overall market competitiveness [4][5] - The company’s recent achievements in project development have been recognized with awards for brand value and growth potential, reflecting positive market sentiment towards its strategic direction [1][8] Group 3: Support and Collaboration - The company benefits from strong support from local governments and strategic partnerships with leading engineering firms, enhancing project execution capabilities [3][6] - The collaboration model involving state-owned enterprises and local companies ensures high-quality project delivery and resource integration [6][7] - The backing from Shandong High-Speed Group provides significant financial and operational advantages, facilitating efficient project financing and risk management [6][7]