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源网荷储一体化综合能源保障项目
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新筑股份携手多龙矿业 投建西藏“源网荷储”一体化能源保障项目
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].