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福能股份(600483.SH):投資建設福建省南安抽水蓄能電站項目

格隆匯8月6日丨福能股份(600483.SH)公佈,2025年8月6日,公司召開第十屆董事會第三十四次臨時會議,審議通過《關於投資建設福建省南安抽水蓄能電站項目的議案》。

南安抽蓄項目位於南安市東田鎮,電站裝機容量120萬千瓦(4×30萬千瓦),爲日調節抽水蓄能電站,額定水頭419m,電站距高比4.08。項目樞紐工程主要由上水庫、下水庫、輸水系統、地下廠房和地面開關站等組成。南安抽蓄項目預計施工總工期69個月。項目建成後在福建電力系統中主要承擔系統調峯、填谷、調頻、調相、儲能及緊急事故備用等任務。

根據可研報告,南安抽蓄項目動態總投資780,154萬元,單位造價6,501元/千瓦,其中項目資本金佔項目總投資的比例爲20%,項目建設資金來源爲東田抽蓄資本金和銀行貸款等其他融資方式。根據《國家發展改革委關於進一步完善抽水蓄能價格形成機制的意見》(發改價格〔2021〕633號),項目資本金財務內部收益率爲6.5%。

南安抽蓄項目爲《抽水蓄能中長期發展規劃(2021-2035年)》“十五五”調整至“十四五”重點實施項目,公司投資建設南安抽蓄項目符合國家相關產業政策和公司發展戰略,項目建成投產後將進一步提高公司清潔能源裝機佔比,優化公司電源結構。抽水蓄能實行兩部制電價政策,項目經濟性有保障,能夠爲公司創造新的利潤增長點。

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