Core Viewpoint - The article emphasizes the significant achievements of Tianjin Zhonglv Electric Investment Co., Ltd. (Zhonglv Electric) in enhancing its market value management effectiveness during the "14th Five-Year Plan" period, highlighting its rapid growth in installed capacity, operational performance, and technological innovation since its asset restructuring and listing at the end of 2021 [1][2]. Group 1: Company Achievements - Since the asset restructuring and listing at the end of 2021, Zhonglv Electric has made notable progress in three areas: acquiring 32.3 million kilowatts of projects in Xinjiang, achieving a 228.52% year-on-year increase in operational installed capacity with an additional 12.835 million kilowatts expected in 2024, and a compound profit growth of 28%, exceeding the three-year profit commitment post-restructuring [3][6]. - The company has completed a non-public offering raising approximately 1.8 billion yuan for photovoltaic and wind power projects in Qinghai, successfully issued green bonds to broaden financing channels, and improved governance and market recognition [3][4]. Group 2: Market Value Management - The recent implementation of a "cash dividend + share repurchase" strategy is based on three considerations: enhancing dividend awareness, responding to small shareholders' demands, and addressing market value management needs due to prolonged low stock prices [4][6]. - Future plans include conducting equity refinancing to introduce quality resources and funding support for long-term development while ensuring existing shareholders' interests are protected [4][6]. Group 3: Competitive Advantages - Zhonglv Electric's competitive edge lies in its unique industrial synergy capabilities and a strong technology-driven development strategy, leveraging its parent company’s diversified industrial layout to explore collaborative development models [7]. - The company is focused on continuous improvement in project development, investment, and operational quality while accelerating the application of new technologies and products in renewable energy projects [6][7]. Group 4: Response to Policy Changes - Following the implementation of the "136 Document," which promotes market-oriented pricing for renewable energy, Zhonglv Electric is enhancing its technical capabilities and competitiveness while cautiously evaluating investments in ongoing projects [9][10]. - The company is committed to reducing energy storage costs through collaborative advantages and technological advancements, ensuring that energy storage is viewed as a critical component for enhancing system regulation and overall competitiveness [10].
专访中绿电董事长周现坤:“双轮”驱动深耕新能源赛道,多措并举提升市值管理效能
 证券时报·2025-10-21 08:47
