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太阳能:公司需对光伏发电项目测算模型重构
Zheng Quan Ri Bao Wang· 2025-09-12 09:45
证券日报网讯 太阳能(000591)9月12日发布公告,在公司回答调研者提问时表示,目前,陆续有多个 省份地区已发布136号文承接正式方案或征求意见稿,各地根据自身新能源发展情况,针对新老项目制 定了具体的机制电价执行方案。对存量项目有效衔接了之前的保障政策。对增量项目,大部分省份也提 供了机制电量和符合新能源开发成本的电价支持政策,起到了一定的托底作用。136号文执行后,公司 需对光伏发电项目测算模型重构。公司将通过精细化管理,严格控制光伏发电项目建设及运营成本、提 高电力交易能力。具体到项目开发上面,着力加强靠近负荷中心的项目开发,同时结合各省颁布的136 号文实施细则,分析各省电量交易具体规则及开发新模式方案,有针对性地开展绿色区域开发。适时调 整电价评估方法和投资测算模型,压实项目投资成本管控。并且,公司加快海外业务的落地,对重点国 别、重点项目进行深度挖掘与扎实推进,锁定更多优质项目机会,扩大海外业务布局。在新业务方面, 结合各地政策开展储能业务,积极布局售电、虚拟电厂业务等,拓宽商业模式,为公司创造更大收益。 ...
“中国助力下,沙特正崛起为太阳能发电大国”
Sou Hu Cai Jing· 2025-09-11 15:41
Core Insights - Saudi Arabia is transitioning from an oil-dependent economy to a solar energy powerhouse, aiming for 50% of its electricity to come from clean energy by 2030 [1][2] - The country is investing heavily in renewable energy projects, with a focus on solar and wind, to support its economic diversification and tourism initiatives [3][4] Group 1: Economic Transition - Saudi Arabia's Vision 2030 seeks to reduce reliance on oil by increasing the share of renewable energy in its power generation [1] - The country currently generates about one-third of its electricity from fossil fuels, equating to an annual loss of approximately $20 billion in oil exports [1][2] Group 2: Investment and Projects - In July, Saudi companies, including ACWA Power, announced an investment of $8.3 billion for 15 GW of renewable energy projects, primarily in solar and wind [3] - The Al Shubakh solar power project, located about 80 kilometers south of Jeddah, is the largest solar project in the Middle East, with a total capacity of 3.19 GW [4] Group 3: Challenges and Market Dynamics - The solar projects face challenges such as heat and dust affecting solar panel output, and the need for more energy storage solutions to manage renewable energy supply [2][3] - Analysts predict that while Saudi Arabia may not meet its 50% clean energy target by 2030, low-carbon energy could account for over one-third of its power structure [2][3] Group 4: Role of China - China plays a significant role in Saudi Arabia's solar energy development, with the country expected to import 16 GW of solar panels from China in 2024 [4] - Chinese companies are involved in constructing key solar projects in Saudi Arabia, contributing to the rapid growth of the solar market [4]
中国助力下,沙特正崛起为太阳能发电大国
Guan Cha Zhe Wang· 2025-09-11 12:59
Core Insights - Saudi Arabia is transitioning from an oil-dependent economy to a solar energy powerhouse, aiming for 50% of its electricity to come from clean energy by 2030 [1][2] - The country is investing heavily in solar power infrastructure, with a significant partnership with China to lower costs and enhance renewable energy capacity [4][5] Group 1: Economic Transformation - Saudi Arabia's Vision 2030 seeks to reduce reliance on oil by developing renewable energy sources, particularly solar power [1] - The country plans to utilize solar energy to support new tourism projects, factories, and AI data centers, allowing for increased oil exports [1][2] - Current estimates suggest that Saudi Arabia forfeits approximately $20 billion in oil exports annually due to its reliance on fossil fuels for electricity [1] Group 2: Investment and Infrastructure - In July, Saudi companies, including ACWA Power, announced an investment of $8.3 billion for 15 GW of renewable energy projects, primarily solar and wind [3] - The Al Shubakh solar power plant, the largest in the Middle East, has a total capacity of 3.19 GW and is expected to generate around 282.2 billion kWh over 35 years [5] - Saudi Arabia is projected to become one of the top five markets for new solar capacity globally by 2030, with low-carbon energy potentially making up over one-third of its electricity mix [2][3] Group 3: Challenges and Opportunities - The solar projects face challenges such as heat and dust in the desert affecting solar panel output and the need for enhanced grid management due to increased renewable energy [3] - Saudi Arabia's reliance on Chinese solar technology has made it a key market for Chinese exports, with an expected import capacity of 16 GW of solar panels in 2024 [4] - The collaboration with Chinese companies is crucial for meeting the growing demand for solar energy infrastructure in Saudi Arabia [5]
江山控股: 太阳能发电站1至8月总发电量为21.82万兆瓦时
Ge Long Hui· 2025-09-11 04:59
Group 1 - The core announcement from Jiangshan Holdings (00295.HK) indicates that the total electricity generation from its solar power plants for the period from January to August 2025 is approximately 218,200 MWh, which shows a decrease compared to the same period last year when the generation was about 226,200 MWh [1] - As of August 31, 2025, the total installed capacity of the company stands at 290 MW [1]
江山控股:前8个月太阳能发电站总发电量约为21.82万兆瓦时 同比减少3.55%
Zhi Tong Cai Jing· 2025-09-10 08:48
江山控股(00295)发布公告,本集团拥有的太阳能发电站于2025年1至8月总发电量约为21.82万兆瓦时(兆 瓦时),去年同期同站发电量约为22.62万兆瓦时,同比减少3.55%。本集团于2025年8月31日的总装机量 为290兆瓦。 ...
江山控股(00295):前8个月太阳能发电站总发电量约为21.82万兆瓦时 同比减少3.55%
智通财经网· 2025-09-10 08:37
智通财经APP讯,江山控股(00295)发布公告,本集团拥有的太阳能发电站于2025年1至8月总发电量约为 21.82万兆瓦时(兆瓦时),去年同期同站发电量约为22.62万兆瓦时,同比减少3.55%。本集团于2025年8 月31日的总装机量为290兆瓦。 ...
江山控股(00295) - 二零二五年一至八月太阳能发电站发电量概要
2025-09-10 08:30
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其 準確性或完整性亦不發表任何聲明,並明確表示概不對因本公告全部或任何部分內容而 產生或因依賴該等內容而引致的任何損失承擔任何責任。 KONG SUN HOLDINGS LIMITED 江 山 控 股 有 限 公 司 (股份代號: 295) ( 於 香 港 註 冊 成 立 之 有 限 公 司 ) 承董事會命 江山控股有限公司 主席兼非執行董事 蔣恆文先生 二零二五年一至八月 太陽能發電站發電量概要 江山控股有限公司(「本公司」,連同其附屬公司統稱「本集團」)為了讓本公司的股東及有 意投資者了解本集團的最新業務發展而刊發本公告。本公司董事(「董事」)會(「董事會」) 宣佈,根據本公司現有的初步營運統計數據,本集團擁有的太陽能發電站於二零二五年 一至八月總發電量約為218,167兆瓦時(「兆瓦時」),去年同期同站發電量約為226,198兆瓦 時。本集團於二零二五年八月三十一日的總裝機量為290兆瓦。 — 1 — 以下載列本集團擁有的太陽能發電站發電量的進一步詳細資料(按地理位置示列)。 | | 於二零二五年 | | | | --- | -- ...
文最大太阳能发电站破土动工
Shang Wu Bu Wang Zhan· 2025-09-05 17:28
Core Viewpoint - Brunei is advancing its clean energy development with the groundbreaking of a 30 MW solar photovoltaic power plant, marking a significant step towards achieving its renewable energy goals by 2035 [1] Group 1: Project Overview - The solar power plant is located in Kampong Belimbing and is the largest solar project in Brunei to date [1] - The project is developed by a joint venture consisting of Seri Suria Power, Serikandi Oilfield Services, Khazanah Satu, and Malaysia's Atlantic Blue [1] - Construction is being carried out by Serikandi Solarvest [1] Group 2: Project Impact - The plant is expected to be operational by the end of 2026, generating over 64 million kilowatt-hours annually [1] - It will meet the electricity needs of approximately 15,500 households and reduce carbon dioxide emissions by 41,000 tons per year [1] - This project is crucial for Brunei to achieve its target of having 30% of its energy from renewable sources by 2035 [1] Group 3: Economic and Educational Benefits - The solar power plant will create job opportunities and serve as a training base for solar technology [1] - It supports the country's energy transition efforts by providing clean electricity [1]
嘉泽新能: 嘉泽新能源股份有限公司向特定对象发行股票之募集说明书(注册稿,2025年中报数据更新)
Zheng Quan Zhi Xing· 2025-09-05 16:13
Company Overview - Jiaze Renewables Corporation Limited, with stock code 601619, is located in Ningxia Hui Autonomous Region and focuses on renewable energy projects including wind and solar power [1][11] - The company has a total share capital of 2,434,362,939 shares, with the controlling shareholder being Beijing Jiashilongbo Investment Management Co., Ltd. [14] Financial Information - The company plans to raise a total of 1.2 billion RMB through a specific stock issuance, with the net proceeds intended for working capital and repayment of bank loans [6][10] - The issuance price is set at 2.51 RMB per share, with a maximum of 478,087,649 shares to be issued [8][9] Industry Characteristics - The renewable energy sector, particularly wind and solar power, is experiencing rapid growth, with a total installed capacity of 3.65 billion kW nationwide, of which renewable energy accounts for 2.159 billion kW, representing a year-on-year growth of 30.6% [15][16] - The industry is regulated by various government bodies, including the National Development and Reform Commission and the National Energy Administration, which oversee pricing policies and project approvals [16][17] Market Risks - The company faces risks related to fluctuating grid electricity prices due to ongoing reforms in the electricity market, which may impact revenue [2][3] - There are concerns regarding the curtailment of wind and solar power generation due to grid capacity limitations, which could affect overall production and revenue [2][3] Competitive Landscape - The renewable energy market in China is characterized by a diverse range of competitors, including state-owned enterprises and private companies, with significant players such as Jiangsu New Energy and Zhongmin Energy [17] - The competition is primarily focused on project development, particularly in resource-rich areas with favorable grid conditions [17]
国家军民融合产投基金新设投资公司
Sou Hu Cai Jing· 2025-09-03 07:17
Group 1 - The core point of the article is the establishment of Zhonghe Guochuan (Guangdong) Industrial Investment Co., Ltd., which has a registered capital of 95 million RMB and is fully owned by the National Military-Civilian Integration Industry Investment Fund [1][2] - The company is engaged in investment activities using its own funds, research and development of emerging energy technologies, solar power technology services, and sales of solar thermal utilization equipment [1][2] - The legal representative of the company is Xu Yongjiang, and it is located in Dongguan City, Guangdong Province [2] Group 2 - The company is classified under the solar power generation industry (D4416) and has a business term until August 29, 2025 [2] - The company is registered with the Dongguan Market Supervision Administration and operates as a limited liability company [2] - The business scope includes general projects such as investment activities, technology consulting, and domestic cargo transportation agency [2]