Core Viewpoint - Chengdu Xinzhu Road & Bridge Machinery Co., Ltd. (Xinzhu Co.) has signed a framework cooperation agreement with Tibet Hongda Duolong Mining Co., Ltd. to establish an integrated energy guarantee project for the Duolong Copper Mine, addressing the stable power supply needs during the construction and operation phases of the mine [1][2]. Group 1: Project Details - The project will be developed in three phases: the first phase will provide temporary power supply for the copper mine camp, the second phase will supply power to the permanent living base, and the third phase will support the copper mining and selection operations [2]. - Xinzhu Co. plans to invest CNY 50 million to establish a wholly-owned project company, Ali Shudao Clean Energy Co., Ltd., in the Ali region of Tibet to initiate preliminary work on the energy guarantee project [1]. Group 2: Strategic Importance - The cooperation aligns with the industrial synergy development strategy of Shudao Investment Group, facilitating coordinated progress on the "source-network-load-storage" project and enhancing the overall project efficiency through collaboration among group companies [1][2]. - The project is significant as it addresses the weak power grid infrastructure in the Ali region, which cannot meet the large-scale electricity demands of the Duolong Copper Mine [2]. Group 3: Industry Impact - The project is the first high-altitude "source-network-load-storage" implementation, utilizing modular container energy stations to minimize capital lock-up and maintain a wind and solar abandonment rate below 3%, ensuring energy efficiency [3]. - The "energy-mineral integration" model developed through this cooperation is expected to serve as a replicable template for similar projects in high-altitude mining areas and remote large industrial projects, thereby strengthening the company's market expansion in related sectors [3].

新筑股份同步公告称，公司拟以货币资金出资5000万元，在阿里地区全资设立阿里蜀道清洁能源有限公 司（筹），围绕源网荷储项目建设开展前期工作。 宏达多龙由四川宏达（集团）有限公司（下称"宏达集团"）、宏达股份（600331）与西藏地质矿产集团 共同出资设立，负责开发西藏多龙铜矿。西藏多龙铜矿是中国为数不多的待开发的超大规模铜金矿山之 一，目前已取得探矿权，正在办理采矿权。 宏达多龙与新筑股份均由蜀道集团控制。 新筑股份表示，上述合作旨在依托蜀道集团在矿产资源方面的独特优势，凭借公司自身在清洁能源发电 领域积累的项目经验和产业基础，通过与宏达多龙建立项目合作关系，构建"新能源+矿山"协同发展模 式。 新筑股份（002480）12月22日晚间披露，公司与西藏宏达多龙矿业有限公司（下称"宏达多龙"）签订了 为期三年的《框架合作协议》，拟由公司负责在宏达多龙周边择址建设西藏多龙铜矿"源网荷储"一体化 综合能源保障项目（下称"源网荷储项目"）。该项目暂计划分三期建设：第一期为铜矿临时营地供电， 第二期为永久生活基地供电，第三期为铜矿采选工程供电。 按照约定，新筑股份将负责开展源网荷储项目的投资、建设及运营，获取新能源指标 ...