南網能源(003035.SZ):初步預計公司分散式風電項目大規模投產可能要到2025年下半年至2026年
格隆匯6月11日丨南網能源(003035.SZ)近日在中信證券中期策略會上表示,公司搶抓國家“千鄉萬村馭風行動”發展機遇,加快分散式風電業務佈局,加強與茂名、肇慶、韶關、梧州、防城港等地方政府對接,共簽訂分散式風電投資意向協議 30 多個,容量超 2GW,其中已開展測風站點共計 12 個。但簽署開發合作協議並不代表實際項目的落地,我們認為上述項目目前仍然具有較大不確定性。
分散式風電項目從開發到最後落地一般來説大約需要18-24 個月,開發流程主要包括資源開發階段、立項審批階段、項目工程可研編制及核准階段和投資決策階段 4 個階段,涉及風資源判定、合規性確認、可行性研究、發改立項或取得規劃指標、項目核准等較多環節。目前茂名信宜一期(35MW)正式核准通過,具備開工建設條件。初步預計公司分散式風電項目大規模投產可能要到 2025年下半年至 2026 年。
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