Core Insights - The company Hongfuhuan has signed an investment cooperation agreement for the KAMOA 30MW digital energy photovoltaic energy storage power station project in the Lualaba Province of the Democratic Republic of the Congo, with a total investment of approximately 1.41 billion yuan, of which Hongfuhuan plans to invest no more than 1.128 billion yuan, accounting for 80% of the total investment [1] Investment Project Details - The KAMOA photovoltaic energy station and storage system project is located in the Kamoa-Kakula copper mining area, which is one of the three core mining projects in Southern Africa and currently the largest high-grade copper resource project in Africa [1] - The project is expected to be completed by May 30 next year and connected to the grid by July 31 next year, with an operational period of 15 years [2] Economic Benefits - The project is projected to generate an average annual revenue of 357 million yuan and an average annual net profit of 213 million yuan, with average gross and net profit margins of 69.27% and 59.67%, respectively [2] - The investment payback period, including a one-year construction period, is only 5.48 years, indicating a stable growth trajectory for the company's performance [2] Strategic Objectives - Hongfuhuan aims to establish a photovoltaic division in collaboration with Huawei Digital Energy Technology Co., Ltd., to create a resilient and competitive microgrid operation system, promoting the transition from high energy consumption to low carbon [2] - The company seeks to break existing business boundaries and build a diversified "Energy+" business model while rapidly accumulating capabilities in photovoltaic project development, operation, and technical services, enhancing its overall competitiveness in the new energy sector [2]

Core Insights - Hongfuhuan (301086) has signed an investment cooperation agreement for the KAMOA 30MW digital energy photovoltaic storage power station project in the Democratic Republic of the Congo, with a total investment of approximately 1.41 billion yuan, of which Hongfuhuan plans to invest no more than 1.128 billion yuan, accounting for 80% of the total investment [1][2] Investment Project Details - The KAMOA photovoltaic storage power station project is located in the Kamoa-Kakula copper mining area, which is one of the three core mining projects in Southern Africa and currently the largest high-grade copper resource project in Africa [1] - The project is expected to be completed by May 30 next year and connected to the grid by July 31 next year, with an operational period of 15 years [2] Economic Benefits - The project is projected to generate an average annual revenue of 357 million yuan and an average annual net profit of 213 million yuan, with gross and net profit margins of 69.27% and 59.67%, respectively [2] - The investment payback period, including a one-year construction period, is estimated to be only 5.48 years, providing a stable growth curve for the company's performance [2] Strategic Objectives - Hongfuhuan aims to establish a photovoltaic division and collaborate with Huawei Digital Energy Technology Co., Ltd. to create a resilient and competitive microgrid operation system, promoting the transition from high energy consumption to low carbon [2] - The company seeks to break existing business boundaries and build a diversified "Energy+" business model while rapidly accumulating capabilities in photovoltaic project development, operation, and technical services, enhancing its overall competitiveness in the new energy sector [2]

Core Viewpoint - The company plans to invest in a joint venture to establish a photovoltaic energy storage project and develop microgrid business, with a total investment of approximately 1.41 billion yuan [1] Investment Details - The total investment for the project is approximately 1.41 billion yuan, with the company investing no more than 1.128 billion yuan and GW Company investing no more than 282 million yuan [1] - The KAMOA digital energy photovoltaic power station and storage system project will be located in the Kamoa-Kakula copper mining area in the Democratic Republic of Congo [1] Project Significance - The Kamoa-Kakula copper mine is one of the three core mining projects in Southern Africa and is currently the largest high-grade copper resource project in Africa, indicating strong resource endowment and development potential [1] - The project aims to meet the electricity supply needs of the Kamoa-Kakula copper mine area and promote the construction of the mining energy power system, addressing the electricity shortage through energy storage solutions [1] Strategic Importance - The establishment of the joint venture and the construction of the KAMOA photovoltaic energy storage project is a significant entry point for the company's overseas energy business, aligning with its long-term strategic planning for international expansion [1]

公司拟投资的KAMOA数字能源光伏电站与储能系统项目，选址于刚果(金)卡莫阿一卡库拉铜矿区域。 该铜矿不仅是南部非洲三大核心矿业项目之一，更是目前非洲已探明的最大高品位铜矿资源项目，资源 禀赋与开发潜力极具行业竞争力，项目主要权益由艾芬豪矿业持有。 智通财经APP讯，鸿富瀚(301086.SZ)公告，公司拟投资设立合资公司并建设光伏储能电站项目，开展微 电网业务。项目投资总额约为14.10亿元，其中，公司投资不超过11.28亿元，GW公司投资不超过2.82亿 元。 公告称，本次投资项目主要为满足刚果(金)卡莫阿一卡库拉铜矿区域的电力供应需求，推动该矿业能源 电力系统建设，搭配储能解决其电力短缺的困境，结合公司海外业务拓展的长期战略规划，投资设立合 资公司，并主导建设KAMOA光伏储能电站项目，是公司海外能源业务的重要切入点。 项目拟新建光伏厂区建筑工程、储能区域建筑工程、四栋建筑，即配电楼、中方员工生活楼、当地员工 生活楼、生活消防泵房;拟新增200MW光伏组件设备以及其他设备10,034台(套/个) ...