Core Viewpoint - Yimei International Holdings has made significant progress in business expansion with its wholly-owned subsidiary, Lechang Green Energy Storage Technology Co., Ltd., having its independent energy storage project officially included in the Guangdong Province Energy Bureau's independent energy storage construction plan and entering the 2025 construction schedule [1] Group 1: Project Development - The planned "Shaoguan City Lechang 218 MW / 436 MWh electrochemical independent energy storage project" utilizes lithium iron phosphate batteries and covers an area of 47 acres [1] - The project has completed various regulatory approvals, including the Guangdong Province enterprise investment project filing and the formal grid connection approval from Guangdong Power Grid [1] Group 2: Strategic Alignment and Revenue Generation - The project aligns with national "dual carbon" goals and the construction direction of new power systems, providing strong growth momentum and multi-dimensional core value for the company [1] - It offers diversified revenue sources, including energy arbitrage through "charging during low demand and discharging during peak demand," and stable service revenue from frequency regulation services in the auxiliary services market [1] Group 3: Innovation and Cost Efficiency - The project will adopt advanced battery technologies, including iron lithium solid-state and semi-solid-state battery technologies, to optimize cost structures while significantly enhancing battery storage performance [2] - The application of advanced technologies is expected to extend battery lifespan, improve energy conversion efficiency, and enhance system operational stability, thereby reducing overall lifecycle operating costs [2] Group 4: Competitive Advantage and Business Synergy - The project naturally synergizes with the company's existing "AI + power trading services" business, creating a unique business model that integrates energy storage with advanced trading algorithms [2] - This model is anticipated to generate stable asset income while optimizing AI trading strategies, establishing a competitive barrier in the green power energy sector [2] Group 5: Operational Capability and Market Influence - By leading the development, construction, and operation of the project, the company will accumulate comprehensive lifecycle management experience in independent energy storage stations [3] - This experience will enhance the company's capability in providing integrated solutions in the green power energy sector and strengthen its market influence and voice [3]
益美国际控股(01870)：“韶关市乐昌218兆瓦╱436兆瓦时电化学独立储能项目”获得广东电网正式接入批复