中绿电(000537) - 广宇发展调研活动信息

Group 1: Company Overview and Capacity - The company currently has an operational scale of approximately 4,296.5 MW, with 1,300 MW in operation and 1,658 MW under construction. The equity stake in these projects is 51% [2]. - By the end of this year, the company aims to exceed 10,000 MW in installed capacity, with a target of over 30,000 MW by the end of the 14th Five-Year Plan [2]. Group 2: Project Resources and Development - The company has over 4 million kW of project resources approved for construction, in addition to operational and under-construction projects [2]. - The new projects acquired include a large base project in Xinjiang with a capacity of 1,300 MW, primarily consisting of wind power [3]. Group 3: Pricing and Market Conditions - The average selling price of electricity in the first half of 2023 was 488.11 CNY/MWh (including subsidies), while the average market transaction price was 266.36 CNY/MWh [3]. - The company considers projects that meet a capital return requirement of at least 7% without a specific preference for wind or solar energy [3]. Group 4: Future Plans and Regulatory Matters - The company’s targeted capital increase has received approval from the China Securities Regulatory Commission in May 2023, with plans to complete the issuance within 12 months based on market conditions [3]. - The company is in the process of changing its stock abbreviation, pending the completion of an industry classification change application submitted in May 2023 [3].