证券代码：000987 证券简称：越秀资本 编号：2025-005 广州越秀资本控股集团股份有限公司投资者关系活动记录表 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | √其他（投资者集体接待日） | | 活动介绍 | 参加2025年广东辖区上市公司投资者关系管理月活动，与广大 | | | 投资者在线交流公司经营管理情况。 | | 时间 | 2025 年 9 月 19 日 15:30—17:00 | | 形式 | "全景网"资本市场路演互动平台 董事长：王恕慧 | | 上市公司 | | | | 副董事长、总经理兼董事会秘书：吴勇高 | | | 独立董事：刘中华 | | 接待人员姓名 | 独立董事：冯科 | | | 财务负责人（代）：潘永兴 | | | 1、新能源业务上半年实现营业收入 24.23 亿元，同比增长 | | | 122.69%，这个增长速度非常快。请问公司目前在新能源领域 | | | 有哪些核心竞争力？ | | | 答：投资者您好！越秀新能源具有以 ...

乌兹日报网7月30日报道，中国援乌兹别克斯坦风电站项目正式开工，中 国驻乌使馆、乌能源部、乌水电公司等相关单位代表参加项目开工仪式。 该援助项目位于塔什干市郊恰尔瓦克，援助金额为2800万美元，预计于 2026年竣工。风电站装机容量20兆瓦，年发电量约5000万千瓦时，可保障2万 户家庭用电，每年节约天然气81万立方米（或标准煤3150吨），对保护当地环 境、发展绿色能源具有重要意义。 （原标题：中国援乌兹别克斯坦风电站项目正式开工） ...

Core Insights - Saudi Arabia's SPPC signed a power purchase agreement for a 15GW renewable energy project, marking the largest single capacity agreement in the world for renewable energy investments [2] - The total investment for this project exceeds 31 billion SAR, approximately 8.3 billion USD [2] - The project includes five solar power plants with a total capacity of 12GW and two wind power plants with a total capacity of 3GW, expected to be operational between late 2027 and early 2028 [2] Cost Analysis - The levelized cost of electricity (LCOE) for solar power in this project is between 1.26 and 1.36 cents per kWh, while wind power costs range from 1.87 to 2.06 cents per kWh [2] - In comparison, the global average LCOE for solar power in 2023 is approximately 4.4 cents per kWh, and for onshore wind, it is about 3.3 cents per kWh [4] Project Development - The project developers are state-owned entities, with ACWA Power leading a consortium that includes Badeel and SAPCO, all backed by Saudi Arabia's Public Investment Fund (PIF) [4] - The consortium has planned multiple renewable energy projects, achieving a total installed capacity of 28.6GW and cumulative investments exceeding 17 billion USD [4] - SPPC has initiated renewable energy projects totaling 43.2GW, with 38.7GW under power purchase agreements and 10.2GW already connected to the grid [4] Strategic Vision - The project aligns with Saudi Arabia's Vision 2030, which aims to diversify the economy and reduce dependence on oil by increasing renewable energy capacity to 130GW by 2030 [5] - The Saudi government plans to add 20GW of renewable energy capacity annually, with a target of 50% of electricity coming from renewable sources by 2030 [5] Competitive Advantage - Saudi Arabia's favorable wind and solar resources, along with large-scale development and policy support, contribute to its competitive LCOE in the global market [6] - The lowest LCOE for solar projects in Saudi Arabia is reported at 1.04 cents per kWh, while the lowest for wind is 1.57 cents per kWh [6] Global Expansion - ACWA Power is expanding its global footprint, with projects in 14 countries across the Middle East, Africa, Central Asia, and Southeast Asia, totaling over 51.9GW in renewable energy capacity [6] - Chinese companies play a significant role in ACWA Power's global projects, with nearly 50 out of 101 projects involving Chinese partners [7] - ACWA Power has initiated renewable energy investments in China, with projects totaling over 1GW in capacity planned [7][8]