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國投電力(600886.SH):擬出資不超過9.62億英鎊參與投建英奇角項目
格隆匯 10-11 17:21

格隆匯10月11日丨國投電力(600886.SH)公佈,公司通過其英國全資子公司紅石能源有限公司(簡稱紅石能源)與愛爾蘭電力公司(ElectricitySupplyBoard,簡稱ESB)於2020年11月設立合營公司分別持有InchCapeOffshoreLimited(簡稱ICOL公司)各50%股權。ICOL公司作為主體公司全面負責英奇角項目的開發及後續建設工作。英奇角項目位於蘇格蘭北海區域,距離蘇格蘭東部Angus海岸約15公里,規劃裝機容量1,080MW,擬安裝72台15MW風電機組。英奇角項目動態總投資為41.66億英鎊(含輸電工程),紅石能源按持股比例預計出資額不超過9.62億英鎊,其他股東按持股比例進行相應出資,剩餘資金由銀行等金融機構提供項目融資。

根據可行性研究報吿測算,英奇角項目全投資回報率6.58%,股權出資回報率8.00%,其中75%的電量根據第四輪差價合約電價37.35英鎊/MWh測算,剩餘25%的電量因可行性研究報吿期間尚未獲取,以預估電價52.84英鎊/MWh進行測算。英奇角項目在2024年9月25%部分電量取得第六輪差價合約電價54.23英鎊/MWh後,對可行性研究報吿數據進行更新,全投資回報率提升至6.62%,股權出資回報率8.1%。

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