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協鑫新能源(00451.HK)版圖再擴張,“光伏+天然氣”雙主營業務
格隆匯 01-10 13:45

協鑫新能源(00451.HK)於1月9日的公吿稱,將通過收購協鑫集團(香港)旗下的海外持股平台,間接收購協鑫石油天然氣有限公司(下稱“協鑫天然氣項目”)48%股權,這也標誌着協鑫新能源進軍天然氣業務邁出了關鍵性的一步。

據內部知情人士透露,協鑫天然氣項目的核心資產包括協鑫匯東江蘇如東LNG接收站項目(下稱“協鑫如東LNG項目或項目”)51%的股權,該項目為國家“十四五”能源發展規劃項目,是集LNG接卸儲存、氣液外輸、裝船轉運等多業務、多功能於一體的LNG接收站產業矩陣。據介紹,項目一期規模300萬噸/年,計劃於2025年三季度建成投產。

從2023年開始,協鑫新能源就開始向“光伏+天然氣” 雙主營業務戰略轉型,一方面圍繞深耕10餘年的光伏業務,持續做精做優光伏後市場服務,聚焦發展清潔能源領域的綜合服務能力,致力於為客户提供優質的光伏及其他清潔能源一體化綜合諮詢服務;另一方面,協鑫新能源通過業務佈局和天然氣專才引進,開始切入天然氣貿易賽道。據悉,協鑫新能源將天然氣定位為“第二增長極”,並已在這一領域進行了深度佈局。

公開資料顯示,協鑫新能源天然氣貿易公司已於去年10月初落户新加坡,目前,其天然氣貿易團隊正在通過推動數個天然氣長約和中短約採購打造國際資源池,積極開展國際天然氣貿易和衍生品交易。據協鑫新能源天然氣業務負責人介紹,對於天然氣貿易業務發展,協鑫新能源始終秉承“快速切入、長期佈局”的發展理念,迅速捕捉市場機遇,積極擴大市場份額,深化落地全球化戰略,以期為全球能源減碳優化貢獻力量。

本次收購,正是協鑫新能源深化產業鏈整合、提升市場競爭力的重要舉措。

“協鑫集團擁有得天獨厚的天然氣全產業鏈優勢,協鑫新能源以國內LNG接收站核心資產為依託,打造‘站貿一體化’戰略,充分利用國際和國內的資源及市場優勢,打通天然氣上中下游產業鏈,實現業務的多元化和可持續發展。”協鑫新能源總裁王東表示。隨着全球能源結構的轉型和對清潔能源需求的增加,協鑫新能源此舉有望在未來市場中佔據更有利的位置。

面對天然氣業務發展前景和國際天然氣貿易需求走強的趨勢,協鑫新能源天然然業務負責人表示,下一步,圍繞協鑫如東LNG項目的投產與運營,協鑫新能源提前部署,積極吸引第三方戰略合作伙伴租賃並使用接收站設施,穩步推進與戰略合作伙伴簽署接收站中長期使用協議,為“站貿”活動引進額外資源,確保國內外貿易採購與銷售的順暢銜接,增強協鑫市場影響力。另一方面,穩定推進簽署國際LNG採購長協,積極與國際一流企業和國內行業領先企業建立商務合作關係,以獲取國際LNG資源並開展自營貿易,從而提高如東接收站在窗口期的自用使用率。同時,積極開發包括城市燃氣、貿易商、工業點供、運貿一體化企業及加氣站在內的國內下游客户,構建更為緊密的天然氣供應鏈體系,確保接收站的穩定運營。

未來,隨着協鑫新能源“站貿一體化”戰略的持續落地轉化,有望大幅提升公司未來的業務收入和利潤,實現市值提升和業務攀升雙向循環。

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