協鑫新能源(0451.HK)與中國華能首批光伏電站交易落地，首批交易對價涉資約10.81億
1月21日收市晚間，保利協鑫(03800.HK)及協鑫新能源(0451.HK)聯合發佈公告，協鑫新能源與中國華能訂立首批光伏電站購股協議：蘇州協鑫新能源及寧夏協鑫新能源共向中國華能出售294MW光伏電站的全部股權及股東貸款，接收方為華能旗下華能一號基金及華能二號基金。
公告顯示：本次交易將為協鑫新能源帶來約10.81億元現金流，並減少負債約26.65億元，交易所得現金也將用於償還債務，是其“輕資產”轉型升級的重要一環，有效降低財務風險。
公告稱，此次交易之後，協鑫新能源與中國華能將進一步探索其他合作機會，包括但不限於協鑫新能源現有的光伏電站。雙方已在積極推進其他批次光伏電站出售事項，計劃在不久的將來達成及落實簽署更多光伏電站出售協議。
這是繼2019年12月20日協鑫新能源與中國華能合作框架協議公告後，發佈的第一個階段性合作協議，共涉及7座光伏電站。這意味着雙方合作進入實操階段，合作路徑進一步清晰和穩定。
據悉，由於雙方交易的光伏電站資產體量較大，規範的資產審計及嚴謹的國企內部流程歷時較久，為避免資本市場及投資者過長時間的等待，雙方決定採取分批完成的方式，每次簽約體量為數百兆瓦。
“輕資產”模式是協鑫新能源近年來最為核心的戰略之一。據統計，2018年10月至2019年5月，協鑫新能源接連出售光伏電站資產，降槓桿和縮減負債的速度和力度均有加快跡象。7個月內的交易已收回及將收回現金合共約人民幣38.5億元，將用作償還債務，加上項目相關的債務將終止合併入賬，公司債務規模將縮減約人民幣97.6億元。
協鑫新能源自2017年即提出輕資產轉型目標，同時推出“協鑫智維”光伏電站運維服務，並不斷優化區域智慧運維模式。這一目標的建立其實是基於協鑫由來已久的“平價”信心，早在2014年，協鑫集團就曾發出呼籲：制定併發布亞洲乃至全球的光伏發電“平價上網”路線圖，匯聚產業鏈各環節最優秀的企業分兵突進、聯合攻關，為早日擺脱補貼依賴而共同努力。隨後，協鑫集團制定了平價上網路線圖、時間表、任務書。
隨着中國華能作為其最大買家的加入，協鑫新能源的輕資產轉型即將迎來衝刺階段，同時，華能向清潔能源轉型的戰略佈局也在加快實現。
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