CSSC-STC(SH:600072) 势银能链·2025-09-17 03:42Core Viewpoint - The article discusses the recent contract signed by China Shipbuilding Technology Co., Ltd. for the sale of green methanol, highlighting the company's strategic shift towards integrating wind power and green fuel production [3][6]. Group 1: Contract Details - The contract for green methanol sales is valued at approximately $40 million per year, with the potential to increase supply to a maximum of $120 million per year based on customer demand [3]. - The supply is set to commence after the commissioning of the wind power-based methanol production project, which is expected to start in 2028, with a maximum supply period of 12 years [3]. Group 2: Company Overview - China Shipbuilding Technology Co., Ltd. is involved in wind turbine manufacturing, wind power resource development, and related engineering services, actively exploring new business models that integrate wind power with green fuel production [6]. - The company aims to build an integrated industrial chain of "wind power + green fuel," enhancing its overall competitiveness in the market [6]. Group 3: Project Investments - The company has several key projects, including the Jixian Wind Storage Hydrogen Methanol Integration Project, with a total investment of approximately 6.1 billion yuan, aiming to produce 119,000 tons of green methanol annually [6][7]. - The Tongliao Wind Power Hydrogen Production Methanol Project is planned to have a production capacity of 350,000 tons of methanol, with construction expected to begin in 2025 and completion in 2027 [9]. - The Cangzhou Wind Power Hydrogen Synthesis Methanol Project has a total investment of about 913 million yuan, with a planned production capacity of 280,000 tons per year, scheduled for construction from August 2025 to August 2027 [10].