江蘇陽光(600220.SH):控股子公司璜塘熱電將於2月6日開始停產
格隆匯 2 月 5日丨江蘇陽光(600220.SH)公佈,公司第八屆董事會第四次會議審議通過了《關於控股子公司江蘇陽光璜塘熱電有限公司停產的議案》。公司控股子公司璜塘熱電將於2021年2月6日開始停產,並在董事會的權限內授權公司經營層具體負責處置璜塘熱電停產的後續相關事宜,包括但不限於職工安置、閒置資產處置等。
根據江陰市熱電聯產規劃導向和全市熱電企業熱源點整合部署,市委市政府對熱電企業進行整合,根據相關要求,公司控股子公司璜塘熱電需要關停整合,由華能江陰燃機熱電有限責任公司(“華能熱電”)替代江陰澄東南區域周邊的熱電企業。公司控股子公司璜塘熱電與華能熱電簽訂供熱合作協議,協議約定璜塘熱電向華能熱電提供供熱管網及必要配套設施的資產使用權、市場經營權,華能熱電應支付給璜塘熱電補償收益,按每噸蒸汽22元(不含税)人民幣支付,合作期限20年。
璜塘熱電成立於2003年12月25日,註冊資本22000萬元人民幣,經營範圍:電力生產;蒸汽的生產、供應。(依法須經批准的項目,經相關部門批准後方可開展經營活動)。目前股東江蘇陽光股份有限公司持股比例75%,股東奇恩特有限公司(C.N.TEAM LTD.)持股比例25%。
目前,璜塘熱電的蒸汽年銷量約162萬噸左右(按2020年度璜塘熱電蒸汽銷量估算),璜塘熱電停產後,按每噸蒸汽22元(不含税)的補償收益計算,每年收入約為3564萬元,經內部測算(尚未考慮停產後閒置資產的處置損益和政府補償收益),年度淨利潤約為2100萬元。上述數據是以2020年的蒸汽銷量進行的初步測算,具體數據以實際情況為準。實際蒸汽銷量會因周邊企業的實際用汽需求而上下浮動,璜塘熱電2020年、2019年、2018年蒸汽銷量分別為162萬噸、192萬噸、178萬噸。
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