Core Viewpoint - Yimei International Holdings (01870) 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 construction plan for independent energy storage, marking a substantial advancement in the project [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 the necessary approvals and is set to be included in the 2025 construction plan, with various reports and approvals already secured, including the formal grid connection approval from Guangdong Power Grid [1] Group 2: Strategic Alignment and Revenue Potential - The project aligns with national "dual carbon" goals and the direction of new power system construction, providing strong growth momentum and multi-dimensional core value for the company [1] - It offers diverse revenue sources, including arbitrage opportunities in energy markets and stable service revenues from frequency regulation, potentially leading to a multi-layered revenue structure [1] Group 3: Innovation and Cost Efficiency - The project will adopt advanced battery technologies, including iron lithium solid-state and semi-solid-state batteries, to optimize cost structures while significantly enhancing energy storage performance [2] - The application of advanced technologies is expected to extend battery life, improve energy conversion efficiency, and reduce operational costs, thereby strengthening the project's competitive advantage in the market [2] Group 4: Business Synergy and Competitive Edge - The project naturally synergizes with the company's existing "AI + power trading services," allowing for the application of advanced trading algorithms and predictive models in market transactions [2] - This unique business model is anticipated to generate stable asset revenues while optimizing AI trading strategies, creating a competitive barrier and reinforcing the company's leading position in the green 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 energy sector and improve its industry influence and market voice, facilitating a transition towards high-quality and sustainable development [3]
益美国际控股：“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