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南網能源(003035.SZ):截至5月底公司在運營分佈式光伏項目近300個
格隆匯 07-07 07:40

格隆匯7月7日丨南網能源(003035.SZ)近期在接待機構調研時表示,在國家“雙碳”政策的大背景下,分佈式光伏業務的市場空間是巨大的,只要是符合公司收益率要求的優質項目,我們都會全力去拓展。公司憑藉豐富的項目經驗、完整的項目建設及管理體系、良好的品牌形象等優勢始終處於分佈式光伏行業的領先地位,近年來公司分佈式光伏業務持續快速增長,2018至2022年累積在運營分佈式光伏裝機容量由545.9MW增加至1359.7MW,平均增長率約26%,公司管理層對分佈式光伏業務未來實現較快發展充滿信心。

截至2023年5月底,公司在運營的分佈式光伏項目近300個,裝機容量約1.49GW,在建項目裝機容量500多MW。我們認為目前在建的項目大部分能在2023年投產,另外公司在每季度初都會發布上一季度擬投資節能服務項目新增電力相關設備裝機容量的公吿,投資者可適當參考該公吿中披露的已通過決策審批擬開展的分佈式光伏項目裝機容量並結合分佈式光伏建設週期等相關因素進行綜合判斷。

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