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廣匯能源(600256.SH)擬獲1億美元廣彙集團借款 建設Blue Valley 200MW光伏項目
格隆匯 06-11 19:31

格隆匯6月11日丨廣匯能源(600256.SH)公佈,為進一步推進公司開拓北美市場的戰略發展,公司全資子公司GH America Energy LLC(以下簡稱“GHAE公司”)擬在美國德克薩斯州投建Blue Valley 200MW光伏項目(以下簡稱:“光伏項目”)。

根據光資源數據、光伏組件佈局及當地的地形特點等要素分析,目前初步判斷光伏項目投建具備資源優勢。該項目總造價約2.23億美元,為支持光伏項目的投建工作有序推進,經協商一致,公司控股股東廣彙集團之全資子公司Brazos Highland Holding, LLC決定向GHAE公司提供不超過1億美元的資金借款。

根據光資源數據,光伏組件佈局,光伏設備報價,以及當地的地形特點,B&M根據目前市場的一般信息,對於200MW的光伏項目經濟性分析做出基本假設如下:

設備:DC/AC比率為1.27,衰減率為0.5%,淨髮電容量:25.8%,即年發電2262小時。

投資:前期開發費用,450萬美元;設備和施工費用,$0.85/W-DC,合計2.18億美元,其中組件及逆變器為$0.42/W-DC,施工為$0.38/W-DC,變電站為$0.04/W-DC;總造價2.23億美元。

運營:維護費用,284萬美元/年,地產税,334萬美元/年,第十年開始有逆變器更換費用,30萬美元/年。

根據以上初步分析,GHAE認為在Blue Valley農場具備投資建設一個大型的光伏電站項目的資源優勢,建成後可以產生長期穩定的現金流,如在當地直接進行項目轉讓,可實現8%以上的內部收益率,具有顯著的經濟效益。

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