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“蓝色海洋”下的三重奏:光伏羊、清洁电与耐心资本
Zhong Guo Zheng Quan Bao· 2025-06-30 20:16
Core Viewpoint - The development of the Hainan Prefecture Ecological Photovoltaic Park in Qinghai Province represents a successful model of integrating clean energy generation with ecological restoration, benefiting both the environment and local communities through innovative investment strategies [1][2]. Investment and Economic Impact - The Hainan Ecological Photovoltaic Park, built by Qinghai Yellow River Company, has a total installed capacity of 6,244 MW and a storage capacity of 238.9 MW, making it the largest photovoltaic power generation park globally [2]. - The project has transformed a previously barren area into a productive ecosystem, increasing vegetation coverage to 80% and reducing desertified land by 100 square kilometers, while also providing local herders with additional income opportunities [2]. - Insurance funds, particularly from China Life Asset Management, have played a crucial role in financing these large-scale clean energy projects, with a notable investment of 9 billion yuan for equity investment in Qinghai Yellow River Company [1][5]. Alternative Investment Strategies - In the current low-interest-rate environment, insurance funds are shifting their focus towards alternative investments, which include equity investments in clean energy projects, to meet their return requirements [6][7]. - The unique characteristics of insurance capital, such as long-term stability and patience, align well with the funding needs of major clean energy projects, creating a mutually beneficial relationship [6][7]. Project Management and Operational Efficiency - The Qinghai Yellow River Company operates 11 large and medium-sized hydropower stations, with a total installed capacity of nearly 29 million kW, generating over 60 billion kWh of clean energy annually [4]. - The company has implemented a comprehensive management mechanism covering all stages of investment, from pre-investment screening to post-investment management, ensuring a balance between social and economic benefits [9][10]. Employment and Community Benefits - The photovoltaic park has not only improved the local environment but also created job opportunities for local residents in areas such as cleaning and maintenance of solar panels, contributing to a three-win situation for green energy, ecology, and livelihoods [2][7].