中利集團(002309.SZ):與華電集團湖北分公司簽訂戰略合作框架協議
格隆匯2月22日丨中利集團(002309.SZ)公佈,近日,公司與中國華電集團有限公司湖北分公司(“華電集團湖北分公司”)簽訂《戰略合作框架協議》,擬在地面光伏、風電項目,源網荷儲、多能互補一體化基地、整縣分佈式光伏、儲能電站開發建設、光伏運維等領域,展開全面合作。規劃十四五期間,爭取完成500MW左右的項目合作開發或項目併購。具體合作項目及相關事宜細節有待進一步落實,存在一定程度的不確定性。敬請廣大投資者謹慎決策,注意投資風險。
中國華電集團有限公司是國家電力體制改革組建的五家國有獨資發電企業集團之一,由國資委監管的特大型中央企業,為世界企業500強之一。公司曾與中國華電集團有限公司共同開發河北、寧夏範圍內新能源市場。本次框架協議的簽署有利於中利集團與華電集團體系公司開展更深入的合作,進一步攜手共同開發國內光伏新能源市場,具有強的業務促進意義。
湖北省的光照條件具有發展光伏的天然優勢;同時,湖北省高度重視發展新能源,十四五規劃提出實施新能源倍增行動,打造百萬千瓦級新能源基地,新增新能源裝機千萬千瓦以上,風電、光伏發電成為新增電力裝機主體。在此環境下,有利於本次框架協議的後續推進落實,能進一步消化公司光伏組件及電池片產能,同時提升公司光伏組件市場佔有率和品牌知名度,預計會對公司經營產生正面積極影響。
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