粤鲁联手，60亿绿能项目将落户临沂！广东基建龙头重仓山东，济南菏泽已先行

Core Viewpoint - Guangdong Construction is accelerating its investment in the Shandong market through its energy investment platform, focusing on green energy projects in response to the "dual carbon" goals [1] Group 1: Investment and Projects - Guangdong Water Power Second Bureau Group's subsidiary, Guangdong Yue Water Power Energy Investment Group, signed a framework agreement with the government of Tancheng County, Linyi City, to invest in green methanol, green LNG, and centralized wind power projects [1] - The planned investment for the projects is approximately 6 billion yuan, with a production capacity of 200,000 tons of green methanol and 65,000 tons of green LNG, along with a 500 MW wind power project [1][2] - The establishment of an integrated project company in Tancheng County will manage the investment, construction, and operation of the projects [2] Group 2: Strategic Development - The Tancheng County government will assist in the preliminary development and administrative procedures for the projects, while Guangdong Yue Water Power Energy Group will focus on biomass supply for green methanol production [2] - The company aims to position Tancheng County as a key area for its core industrial investment, leveraging its expertise in green methanol to create a demonstration effect and scale [2] - The company will prioritize the transfer of research and development results to Tancheng County and promote local policies and industrial advantages to attract further investment [2] Group 3: Company Background - Guangdong Construction, established in December 2001, is a leading infrastructure construction enterprise in Guangdong Province, focusing on water conservancy, municipal engineering, and clean energy generation [3] - Guangdong Yue Water Power Energy Group, founded in January 2023 with a registered capital of 1 billion yuan, specializes in clean energy project investment and has comprehensive management capabilities across the project lifecycle [3] - The company has previously established two subsidiaries in Shandong, indicating a strategic commitment to the region [3][8] Group 4: Financial Performance - In the first three quarters, Guangdong Construction reported total revenue of 43.388 billion yuan, a year-on-year increase of 5.29%, while net profit attributable to shareholders decreased by 13.35% to 558 million yuan [8]