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港華燃氣(01083.HK)料光伏發電成本續降 全面取替化石燃料成本大需全國動員
阿思達克 11-26 17:48
港華燃氣(01083.HK)主席李家傑預計,內地若在2050年全面取替化石燃料,需要5,000吉瓦綠色能源產生的電,若以光伏電取代,總投資規模達15萬億元人民幣(下同),沒有一間公司能單獨承擔,因此需要全國總動員地推進。他指出,目前光伏發電成本比風力發電低,預計光伏發電成本會繼續下降,目前光伏發電成本爲每度0.23元,預計未來會下降至0.15元。 他表示,公司在內地有龐大的客戶網絡,公司可以在工業區客戶屋頂安裝發電光伏板,毋須經過電網,直接將電售予客戶,認爲國家支持這類倡議,不擔心會引起電網公司幹擾。他說,內地近月出現限電,顯示中央減排決心,不能因爲賺取盈利而污染環境。 李氏稱,中國目前能源結構中以煤發電佔多,國家未來希望以光伏和風電這類清潔能源取代會產生溫室氣體的燃料,但風電和光電需要風和太陽才能發電,歐美曾經因此電力供應中斷,中國作爲全球最大生產國,需要保障能源安全,因此仍需要使用較潔淨、但仍會產生溫室氣體的天然氣。 他指出,電動車雖然令城市較潔淨,但仍然需要處理會污染環境的鋰電池,公司供應的燃氣中有49%屬於氫氣,未來計劃與巴士公司合作,抽起燃氣中的氫氣,供巴士公司引進的氫氣巴士使用。 行政總裁黃維義表示,公司將改名爲「港華智慧能源」,是爲配合國家「碳中和」政策,而且公司關心氣候變化,改名是個裏程碑,另外向投資者Affinity發新股和可換股債券集資約28億港元、以發展智慧能源業務等後,給予市場對智慧能源的信心,亦收到很多投資者表明願意投資智慧能源,不擔心日後發展智慧能源的融資問題,公司暫時會聚焦發展光伏發電。 黃維義說,公司目標在2025年零碳智慧園區數目增加至200個,未來或因迫切性和市場認受增加而加快達標,料今年底公司零碳智慧園區數目會逾30個。
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