对于此次海外投资，郴电国际董秘吴荣表示："本次赞比亚光伏项目是公司落实绿色能源战略与国际化 布局的核心举措，契合公司长远发展规划。郴电水投持股87%并委派核心管理层，能有效保障项目运营 管控力，既可为当地缓解用电紧张、优化电源结构，也能帮助公司积累海外新能源项目的实操经验，拓 宽国际市场空间，为股东创造更多长期价值。" 吴荣进一步补充说，项目落地后将成为公司海外业务的重要试点，为后续深耕非洲新能源市场奠定坚实 基础。 湖南大学电气与信息工程学院教授黎福海表示："赞比亚拥有丰富的太阳能资源，年太阳辐射量远超全 球平均水平，且当地电力缺口显著，光伏项目具备天然落地优势。郴电国际此次合作模式成熟，依托本 土合作伙伴的非货币性权益支持，可降低本地化运营成本，同时发挥自身在能源项目运营方面的经验， 项目兼具盈利潜力与社会价值。" 针对光伏行业海外布局趋势，黎福海分析称，当前非洲光伏市场正处于黄金发展期，预计到2030年非洲 太阳能光伏累计装机容量将达150GW，其中撒哈拉以南地区增长最为迅猛；叠加非洲多国出台政策鼓 励可再生能源投资，市场需求持续释放。中国光伏企业凭借技术优势和成本优势，已成为非洲新能源投 资的核心力量 ...

Core Viewpoint - The company, Zhonghuan New Energy (01735), has signed a memorandum of understanding with EGN LTD to develop a photovoltaic power station and establish component production capacity in Oman, aiming for long-term strategic cooperation and mutual growth [1] Group 1: Partnership and Collaboration - The memorandum outlines a partnership based on equal benefit, industrial synergy, and coordinated development principles [1] - The collaboration is expected to enhance the company's green energy strategy and leverage its experience in photovoltaic project development and operation [1] Group 2: Financial Implications - The board believes that this proposed collaboration will expand business opportunities, diversify revenue sources, and improve financial performance [1] - The partnership is considered beneficial for the company's future development and aligns with the overall interests of the company and its shareholders [1]

Core Viewpoint - Zhonghuan New Energy (01735) has signed a memorandum of understanding with EGN LTD to invest in photovoltaic power station projects in Oman, aiming to establish a long-term strategic partnership for mutual growth and success [1] Group 1: Partnership and Collaboration - The memorandum outlines a collaboration based on mutual benefit, industrial synergy, and coordinated development principles [1] - The partnership is expected to enhance the company's green energy strategy and leverage its experience in photovoltaic project development and operation [1] Group 2: Business Opportunities and Financial Performance - The board believes that this collaboration will expand the company's business opportunities, broaden its revenue sources, and improve its financial performance [1] - The proposed cooperation is seen as beneficial for the company's future development and aligns with the overall interests of the company and its shareholders [1]

Core Viewpoint - The company, China Hongqiao Group (01735.HK), has signed a memorandum of understanding with EGN Ltd to invest in a photovoltaic power station project in Oman and establish local photovoltaic component production capacity, aiming for long-term strategic cooperation and mutual growth [1] Group 1: Partnership Details - The memorandum outlines a partnership based on principles of equality, mutual benefit, industrial synergy, and coordinated development [1] - EGN Ltd is a company registered in the Cayman Islands, primarily engaged in the operation of large-scale data centers globally [1] Group 2: Strategic Implications - The board believes that this collaboration will enhance the company's green energy strategy and leverage its experience in photovoltaic project development and operation [1] - The partnership is expected to expand business opportunities, broaden revenue sources, and improve financial performance for the company [1] - The board asserts that the proposed collaboration is beneficial for the company's future development and aligns with the overall interests of the company and its shareholders [1]

Core Insights - The Uzbekistan Tashkent 20 MW green hydrogen project, designed by China Chemical's Donghua Engineering Technology Co., has successfully produced hydrogen with a purity of 99.99%, marking it as the first green hydrogen project in Central Asia to enter the implementation phase [1][2] - The project is a key component of Uzbekistan's government "green energy strategy" and is the first green hydrogen project independently developed by international energy giant ACWA Power [1] Group 1 - The project is located within the MAXAM chemical plant in Tashkent, Uzbekistan, and utilizes alkaline water electrolysis technology [1] - It is equipped with four alkaline electrolyzers with a capacity of 1000 standard cubic meters per hour each, along with a rectifier, control system, gas-liquid separation, and purification systems, designed for a maximum production capacity of 4000 standard cubic meters per hour of high-purity hydrogen [1] - Upon completion, the project is expected to produce over 3000 tons of green hydrogen annually, reducing approximately 30,000 tons of CO2 emissions per year compared to the previous gray hydrogen production model [1] Group 2 - Since the project's launch in October 2023, the project team has overcome multiple challenges, including complex design standards and a variety of deliverables, successfully completing detailed engineering design work by December 2024 [2] - The company places a high emphasis on the development of the green hydrogen industry, having undertaken over 50 projects related to green hydrogen, green ammonia, green methanol, and SAF, accumulating rich engineering practice experience [2]