濱海投資(02886.HK):獲得秦皇島北方玻璃燃氣供應項目
格隆匯5月20日丨濱海投資(02886.HK)發佈公吿,由公司透過濱海投資(天津)有限公司間接持有45%股權的合資公司秦皇島市泰興天燃氣有限公司(“泰興公司”)已經獲得向秦皇島北方玻璃有限公司(“北方玻璃”)供應天然氣的項目(“秦皇島北方玻璃項目”)。
北方玻璃為凱盛新能(600876.SH/01108.HK)的全資附屬公司,正在佈局中國內地華北和東北地區光伏玻璃產業發展,其在河北省秦皇島市經濟技術開發區東區建設的一條日產1,200噸的一窯五線超白壓延光伏鋁硅酸鹽玻璃生產線配套5條深加工線將於2024年中下旬運營投產,預期最高用氣量約為每月780萬立方米。
公司認為,泰興公司憑藉國家管網秦沈線與自身管網互聯互通的優勢,獲得秦皇島北方玻璃項目將持續豐富泰興公司的優質工業客户羣體,不斷增加泰興公司的經營利潤。集團憑藉泰興公司持續的良好發展亦將獲得穩定的投資收益。此外,集團亦將通過對華北地區天然氣資源池的氣源統籌調度進一步協助泰興公司開拓終端天然氣市場。
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