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拓日新能(002218.SZ):自持帶補貼的光伏電站主要分佈在陝西等地 總裝機容量約500MW
格隆匯 01-24 07:13

格隆匯1月24日丨拓日新能(002218.SZ)近日在接待機構投資者調研時表示,截止目前,公司自持帶補貼的光伏電站主要分佈在陝西、青海、新疆等地,總裝機容量約500MW,綜合毛利率約60%;2023年底新併網陝西東益100MW平價電站項目,現階段處於消缺過程,發電將根據調試後逐步上網,其收益相對帶補貼電站毛利率會有小幅上下波動情況;另外,廣東連州200MW電站項目和工商業分佈式項目正快馬加鞭建設中,預計2024年底可部分併網。

接下來,公司將繼續深化與央國企聯建和自建並行的模式大力拓展全國平價電站、開發分佈式等項目,在保持一定自持電站規模的前提下,對外提供電站EPC總承包工程建設、運營維護等服務,形成滾動式投建模式,為釋放並消納中上游的產品,實現產業鏈的協同互補。

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