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中國電力(02380.HK)擬3100萬元收購達州能源31%股權

格隆匯9月12日丨中國電力(02380.HK)公告,於2025年9月12日,公司、延長石油礦業、四川公司及目標公司訂立了一份股權轉讓協議,據此公司已同意收購及四川公司已同意出售達州能源31%的股權,代價人民幣3100萬元,另加資本承諾及交割後的資本投入總額人民幣4.278億元,合共人民幣4.588億元。

根據《四川省"十四五"能源發展規劃》,該規劃指出能源發展存在不平衡及不充分的問題,其體現在電力需求高峯季節反覆出現的週期性電力短缺。該規劃進一步強調需要提高傳統能源的調峯兜底能力,使其作爲可靠的備用電源,支持可再生能源的發展。公司對達州能源的戰略性投資符合國家政策。

達州能源擁有中國四川省"川東北高效清潔煤電綜合利用一體化項目"的開發權,該項目定位爲重要的調峯資源,旨在緩解四川電網高峯負荷壓力,提升全省電力供應的整體可靠性。

收購事項亦通過"煤電聯營"產業模式引入延長石油礦業作爲戰略合作夥伴。延長石油礦業承諾通過未來與達州能源簽訂的長期煤炭供應協議,確保可靠的煤炭供應及穩定的價格。公司相信,此項戰略安排可望提升達州能源未來的收益及盈利能力,同時爲全體股東奠定協同發展的堅實基礎。

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