After recent years, my country's photovoltaic power station development field has formed a market structure dominated by state-owned enterprises and supplemented by private enterprises. In fact, in addition to familiar faces such as the five major and four small power generation groups and the two major design institutes, local state-owned enterprises are also increasing their investment in the photovoltaic field. In addition to companies that have their own power station development business, there are many people who have achieved a gorgeous turn by acquiring private enterprises. In the future, stimulated by the "14th Five-Year Plan" and the "carbon peak" and "carbon neutrality" goals, local state-owned enterprises' investment enthusiasm in the photovoltaic field will be even higher.
near-water building, local state-owned enterprises have increased their investment in photovoltaic investment
Local energy investment group relies on its local advantages to be near-water building in the field of local power station development. Although central enterprises and power groups have made strong progress in photovoltaic investment, some local state-owned enterprises have still achieved good results in photovoltaic development, and the following are some representative enterprises.
1. Guangdong Energy Group
Among many local state-owned enterprises, Guangdong Energy Group's performance is particularly impressive. It is understood that Guangdong Energy Group holds 76% of the shares by Guangdong Hengjian Investment, Huaneng holds 24% of the shares, and Guangdong Hengjian Investment is a 100% holding company of the Guangdong Provincial Government.
As of the end of 2019, Guangdong Energy Group had 32 photovoltaic power stations with a controllable installed capacity of 708.4MW. Since 2020, the company has accelerated its layout of photovoltaic projects. Among the 33GW photovoltaic parity project, Guangdong Energy Group won over 1GW project in one fell swoop. In addition, in 2020, there were nearly 17.6GW photovoltaic filing projects in Guangdong, and the Guangdong Energy Group registered a scale of 2.35GW, surpassing central enterprises such as Datang and China General Nuclear Corporation.
2. Guangzhou Development
also belongs to Guangdong Province, and Guangzhou Development is another major photovoltaic power station developer. The actual controller of Guangzhou Development is Guangzhou State-owned Assets Development Holdings Co., Ltd. , which is 100% controlled by the Guangdong Provincial Government.
In 2019, Guangzhou developed wind power and photovoltaics to add 443MW of installed grid-connected power generation, with a total of 33 wind power and photovoltaic stations connected to the grid, and the cumulative installed capacity reached 864MW. Guangzhou Development obtained a 600MW parity project in 2020. At the beginning of this year, was html. Guangzhou Development New Energy Company plans to invest in the construction of 600MW ground and distributed photovoltaic projects in Wujiang District and invest in the construction of Yunyan 100MW ground photovoltaic project in Lechang City. The total investment reached 3 billion yuan.
3. Zhejiang Energy Group
Zhejiang Energy Group is controlled by Zhejiang Financial Development Co., Ltd. and Zhejiang State-owned Assets Supervision and Administration Commission. According to the group's "14th Five-Year Plan", the proportion of renewable energy installed capacity will reach 50% by 2025. In May 2020, Zhejiang Energy Group, Huaneng, Shanxi Shuozhou Municipal Government, and Huayu Energy signed a strategic cooperation agreement for the 10 million kilowatt-level clean energy delivery base in northern Shanxi. During the 14th Five-Year Plan period, strive to invest 45 billion yuan in Shuozhou to build 4 1 million kilowatt coal-electric units and 6 million kilowatt parity photovoltaic and wind power projects, and is used for supporting power supply for the "Shenzhen Power Transmission Zhejiang" ultra-high voltage transmission project.
Zhejiang New Energy, a subsidiary of Zhejiang Energy Group, is mainly engaged in the development of new energy power stations. In 2017, Zhejiang New Energy began to enter the photovoltaic industry and successively acquired 11 photovoltaic power stations including Zhengtai and Aikang. In the first half of 2019, Zhejiang New Energy put into production of 947.52MW of photovoltaic power stations. At the end of last year, Zhejiang New Energy's initial issuance application was approved by the China Securities Regulatory Commission and will be listed on the Shanghai Stock Exchange.
4. Wujiang Energy Group
Guizhou Wujiang Energy Group Co., Ltd. is the Guizhou State-owned Assets Supervision and Administration Commission. Wujiang Energy Group invested in two photovoltaic power stations in 2020, with an installed capacity of 150,000 kilowatts and a project reserve of 400,000 kilowatts. Group plans to plan and implement project development in areas with good lighting resources such as Liupanshui, Southwest Guizhou, and Anshun , and operate 2.04 million kilowatts by 2025.
Its subsidiary Wujiang Energy Investment Company holds 49% of the equity of Wujiang Hydropower. During the 14th Five-Year Plan period, Wujiang Hydropower will build a "two bases" of the 5 million kilowatt water and scenery integrated renewable energy base in the Wujiang Basin and a 5 million kilowatt scenery project base outside the basin. After recent years, my country's photovoltaic power station development field has formed a market structure dominated by state-owned enterprises and supplemented by private enterprises. In fact, in addition to familiar faces such as the five major and four small power generation groups and the two major design institutes, local state-owned enterprises are also increasing their investment in the photovoltaic field. In addition to companies that have their own power station development business, there are many people who have achieved a gorgeous turn by acquiring private enterprises. In the future, stimulated by the "14th Five-Year Plan" and the "carbon peak" and "carbon neutrality" goals, local state-owned enterprises' investment enthusiasm in the photovoltaic field will be even higher. near-water building, local state-owned enterprises have increased their investment in photovoltaic investment Local energy investment group relies on its local advantages to be near-water building in the field of local power station development. Although central enterprises and power groups have made strong progress in photovoltaic investment, some local state-owned enterprises have still achieved good results in photovoltaic development, and the following are some representative enterprises. 1. Guangdong Energy Group Among many local state-owned enterprises, Guangdong Energy Group's performance is particularly impressive. It is understood that Guangdong Energy Group holds 76% of the shares by Guangdong Hengjian Investment, Huaneng holds 24% of the shares, and Guangdong Hengjian Investment is a 100% holding company of the Guangdong Provincial Government. As of the end of 2019, Guangdong Energy Group had 32 photovoltaic power stations with a controllable installed capacity of 708.4MW. Since 2020, the company has accelerated its layout of photovoltaic projects. Among the 33GW photovoltaic parity project, Guangdong Energy Group won over 1GW project in one fell swoop. In addition, in 2020, there were nearly 17.6GW photovoltaic filing projects in Guangdong, and the Guangdong Energy Group registered a scale of 2.35GW, surpassing central enterprises such as Datang and China General Nuclear Corporation. 2. Guangzhou Development also belongs to Guangdong Province, and Guangzhou Development is another major photovoltaic power station developer. The actual controller of Guangzhou Development is Guangzhou State-owned Assets Development Holdings Co., Ltd. , which is 100% controlled by the Guangdong Provincial Government. In 2019, Guangzhou developed wind power and photovoltaics to add 443MW of installed grid-connected power generation, with a total of 33 wind power and photovoltaic stations connected to the grid, and the cumulative installed capacity reached 864MW. Guangzhou Development obtained a 600MW parity project in 2020. At the beginning of this year, was html. Guangzhou Development New Energy Company plans to invest in the construction of 600MW ground and distributed photovoltaic projects in Wujiang District and invest in the construction of Yunyan 100MW ground photovoltaic project in Lechang City. The total investment reached 3 billion yuan. 3. Zhejiang Energy Group Zhejiang Energy Group is controlled by Zhejiang Financial Development Co., Ltd. and Zhejiang State-owned Assets Supervision and Administration Commission. According to the group's "14th Five-Year Plan", the proportion of renewable energy installed capacity will reach 50% by 2025. In May 2020, Zhejiang Energy Group, Huaneng, Shanxi Shuozhou Municipal Government, and Huayu Energy signed a strategic cooperation agreement for the 10 million kilowatt-level clean energy delivery base in northern Shanxi. During the 14th Five-Year Plan period, strive to invest 45 billion yuan in Shuozhou to build 4 1 million kilowatt coal-electric units and 6 million kilowatt parity photovoltaic and wind power projects, and is used for supporting power supply for the "Shenzhen Power Transmission Zhejiang" ultra-high voltage transmission project.
Zhejiang New Energy, a subsidiary of Zhejiang Energy Group, is mainly engaged in the development of new energy power stations. In 2017, Zhejiang New Energy began to enter the photovoltaic industry and successively acquired 11 photovoltaic power stations including Zhengtai and Aikang. In the first half of 2019, Zhejiang New Energy put into production of 947.52MW of photovoltaic power stations. At the end of last year, Zhejiang New Energy's initial issuance application was approved by the China Securities Regulatory Commission and will be listed on the Shanghai Stock Exchange.
4. Wujiang Energy Group
Guizhou Wujiang Energy Group Co., Ltd. is the Guizhou State-owned Assets Supervision and Administration Commission. Wujiang Energy Group invested in two photovoltaic power stations in 2020, with an installed capacity of 150,000 kilowatts and a project reserve of 400,000 kilowatts. Group plans to plan and implement project development in areas with good lighting resources such as Liupanshui, Southwest Guizhou, and Anshun , and operate 2.04 million kilowatts by 2025.
Its subsidiary Wujiang Energy Investment Company holds 49% of the equity of Wujiang Hydropower. During the 14th Five-Year Plan period, Wujiang Hydropower will build a "two bases" of the 5 million kilowatt water and scenery integrated renewable energy base in the Wujiang Basin and a 5 million kilowatt scenery project base outside the basin.
5. Yunnan Energy Investment
As of the end of 2020, Yunnan Energy Investment Group participated in the controlling equity power installation of 17.53 million kilowatts, accounting for 17% of Yunnan's total installed power capacity, and green energy installed capacity accounted for 76%. In May 2020, Yunnan Energy Investment plans to invest 2.94 billion yuan to participate in the industrial merger and acquisition fund. It is reported that the company of the Industrial Fund has signed a contract with Poly GCL Energy to acquire its multiple photovoltaic power stations in Shanxi, Hebei and other places. In October last year, Yunnan Province announced the selection of enterprises for 3GW photovoltaic base projects, and Yunnan Energy Investment was selected.
Previously, the Yunnan Provincial Energy Work Conference pointed out that 31 wind power and photovoltaic power generation bases will be started in 2021, and scientifically plan the construction of the wind, light, water, fire and storage integrated demonstration bases and other work.
acquires and participates in private enterprises. In addition to having photovoltaic power station development business, there are many local state-owned enterprises that expand photovoltaic business and cross-border photovoltaic enterprises through acquisition and investment in private photovoltaic enterprises. According to statistics from the Polaris Solar Photovoltaic Network, seven local state-owned enterprises have acquired equity in private photovoltaic companies since 2020 alone.
1. Tianjin Quanye
Tianjin Quanyechang (Group) Co., Ltd. (hereinafter referred to as Tianjin Quanye) can be regarded as a typical representative of cross-border photovoltaics. The company is a large comprehensive department store engaged in the wholesale and retail of various materials. In September 2019, Tianjin Quanye disclosed its restructuring plan, intending to complete the acquisition of 100% of Guokai New Energy's equity through major asset replacement and issuance of shares. On August 13, 2020, Tianjin Quanye completed its asset restructuring, and its main business became the development, investment, construction and operation of new energy power stations. , and the actual controller of Tianjin Quanye is still Tianjin State-owned Assets.
It is understood that as of the end of 2019, Guokai New Energy held 1.1GW of photovoltaic power stations. As of June 2020, Guokai New Energy held 38 power generation projects in operation and under construction in 11 provinces, cities and autonomous regions across the country (including leader base projects), with a total approved installed capacity of 2050.6MW.
2. Shuifa Group
In early 2019, Shuifa Group planned to acquire Xingye Solar Energy. In August of the same year, Xingye Solar Energy announced that Shuifa Group had been approved to acquire its equity by investing in the company to increase its equity. At this point, Shuifa Group officially took over Xingye Solar Energy. In April 2020, Xingye Solar was renamed Shuifa Xingye Energy. Since then, Shuifaxing Energy has increased its photovoltaic layout.
On January 11, 2021, Shuifa Xingye Energy announced that its subsidiary Hunan Xingye Green Energy will purchase all the shares of Jiangxi Xinqing Photovoltaic Power in Dunhuang Photovoltaic Company for 147.6 million yuan. As of January 14, 2021, Shuifaxing Energy's orders for photovoltaic photovoltaic EPC project in hand were approximately 540MW, and the contract amount involved was approximately RMB 2 billion.
In addition to the power station development business, Shuifa Group also invests in the field of photovoltaic manufacturing. On June 3, 2020, Shandong Shuifa Group and Shandong Godensai jointly invested in the construction of the 1GW high-efficiency heterojunction solar cell industry base project, with a planned total investment of 1.5 billion yuan.
3. Beijing Energy Group
Beijing Energy Group is a wholly state-owned enterprise managed by the Beijing State-owned Assets Supervision and Administration Commission. According to the development goals of the "14th Five-Year Plan" of Beijing Energy Group, its renewable energy installed capacity will account for 50%. At the beginning of 2020, Beijing Energy Group successfully subscribed to Panda Green's additional shares of 7.177 billion, with a shareholding ratio of 32%, becoming its largest shareholder. After investing in Panda Green Energy, it has made efforts in clean energy fields such as photovoltaics. On September 15, 2019, Panda Green Energy was renamed Jingneng International.
Jingen International focuses on cooperation with private photovoltaic enterprises. On December 16, 2020,Jingen International and Jinko Technology signed a strategic cooperation agreement and held a discussion. The two sides plan to carry out comprehensive cooperation in the fields of domestic photovoltaic power generation project development and construction, advanced photovoltaic system design plans, power station operation and maintenance, etc. On the same day, Beijing Energy International and Shangneng Electric carried out comprehensive cooperation on the development and construction of photovoltaic power generation projects at home and abroad, advanced photovoltaic system design plans, and comprehensive energy services. According to the financial report, as of the end of June 2020, Beijing Energy International and its associates had 62 photovoltaic power plants with an installed capacity of about 2GW.
4. Jinneng Group
On December 15, 2020, Jinneng Holdings Power Group Co., Ltd. held an unveiling ceremony. Jinneng Holdings Power Group is one of the three major industrial sector groups of Jinneng Holdings Group , which is formed by the merger and reorganization of the five major groups of Jinneng, Tongmei, Lu'an, Yangmei and Jinmei.
official website shows that the total installed capacity of photovoltaic and wind power generation under construction in service reached 2.6548 million kilowatts, ranking first in Shanxi Province. In addition to planning power station development, its subordinates Lu'an Solar Energy and Jinneng Technology are also large photovoltaic manufacturing enterprises in Shanxi. Jinneng Technology has been committed to promoting the mass production of heterojunction technology for many years, while Lu'an Solar's main business covers silicon wafers, batteries, components, etc. According to the plan, by the end of 2023, Lu'an Solar Energy will achieve capacity upgrades of 18GW high-efficiency batteries, 9GW high-efficiency modules, 6GW crystal pulling, ingots, and slices.
5. Zhuhai Port
Zhuhai Port actual controller is Zhuhai Port Holding Group Co., Ltd. , the latter is a 100% holding company of Zhuhai State-owned Assets Supervision and Administration Commission. Zhuhai Port has been seeking to seize the opportunities of new energy development in the past two years. In 2021, Zhuhai Port has successively laid out the fields of photovoltaic glass manufacturing and power station development. On the evening of January 12, Xiuqiang Co., Ltd. announced that Zhuhai Port will invest 974 million yuan to acquire 25% of the company's equity and become the company's new controlling shareholder. It is understood that Xiuqiang Co., Ltd. is mainly engaged in deep processing businesses such as photovoltaic glass.
htmlOn November 13, Zhuhai Port announced that the company plans to establish Zhuhai Port Energy Technology Group Co., Ltd., which is committed to the investment, development and operation of new energy manufacturing industries and application projects such as photovoltaics, energy storage, and hydrogen energy. Zhuhai Port Energy Technology Group's registered capital is 1 billion yuan, and the company contributes funds through self-raised funds.
Source: Polaris Solar Photovoltaic Network
According to the financial report, as of the end of June 2020, Beijing Energy International and its associates had 62 photovoltaic power plants with an installed capacity of about 2GW.4. Jinneng Group
On December 15, 2020, Jinneng Holdings Power Group Co., Ltd. held an unveiling ceremony. Jinneng Holdings Power Group is one of the three major industrial sector groups of Jinneng Holdings Group , which is formed by the merger and reorganization of the five major groups of Jinneng, Tongmei, Lu'an, Yangmei and Jinmei.
official website shows that the total installed capacity of photovoltaic and wind power generation under construction in service reached 2.6548 million kilowatts, ranking first in Shanxi Province. In addition to planning power station development, its subordinates Lu'an Solar Energy and Jinneng Technology are also large photovoltaic manufacturing enterprises in Shanxi. Jinneng Technology has been committed to promoting the mass production of heterojunction technology for many years, while Lu'an Solar's main business covers silicon wafers, batteries, components, etc. According to the plan, by the end of 2023, Lu'an Solar Energy will achieve capacity upgrades of 18GW high-efficiency batteries, 9GW high-efficiency modules, 6GW crystal pulling, ingots, and slices.
5. Zhuhai Port
Zhuhai Port actual controller is Zhuhai Port Holding Group Co., Ltd. , the latter is a 100% holding company of Zhuhai State-owned Assets Supervision and Administration Commission. Zhuhai Port has been seeking to seize the opportunities of new energy development in the past two years. In 2021, Zhuhai Port has successively laid out the fields of photovoltaic glass manufacturing and power station development. On the evening of January 12, Xiuqiang Co., Ltd. announced that Zhuhai Port will invest 974 million yuan to acquire 25% of the company's equity and become the company's new controlling shareholder. It is understood that Xiuqiang Co., Ltd. is mainly engaged in deep processing businesses such as photovoltaic glass.
htmlOn November 13, Zhuhai Port announced that the company plans to establish Zhuhai Port Energy Technology Group Co., Ltd., which is committed to the investment, development and operation of new energy manufacturing industries and application projects such as photovoltaics, energy storage, and hydrogen energy. Zhuhai Port Energy Technology Group's registered capital is 1 billion yuan, and the company contributes funds through self-raised funds.
Source: Polaris Solar Photovoltaic Network
