The Three Gorges "New Energy Headquarters" ushered in the subsequent hundreds of billions of faucets rushed to Inner Mongolia

21st Century Economic Herald reporter Cao Enhui Shanghai report

In late August this year, the China Three Gorges Group of China and the Inner Mongolia Autonomous Region Government signed a strategic cooperation agreement.

"Inner Mongolia has vigorously promoted the new energy innovation demonstration project, accelerated the promotion of the Three Gorges Group's land -based new energy headquarters to settle in Inner Mongolia, and helped the development of the entire industrial chain in Inner Mongolia's landscape hydrogen storage."

So, followed.

On September 29, the A -share listed company Three Gorges Energy (600905.SH) issued an announcement that it will jointly invest in the establishment of the Inner Mongolia Three Gorges New Energy Investment Co., Ltd. (hereinafter referred to as the controlling subsidiary of the controlling shareholder and all -funded subsidiaries. The target company). Among them, the Three Gorges Energy subscribed for 3.4 billion yuan, holding 34%of the shareholding, and the other three investors Changjiang Electric Power (600900.SH), Three Gorges Capital, and Three Gorges Investment subscribed for the remaining 6.6 billion yuan in capital contribution.

With the establishment of the target company, the construction of the Three Gorges Group in Inner Mongolia has also made substantial progress.

In fact, the above -mentioned companies will undoubtedly help the Three Gorges Group to expand new energy business in Inner Mongolia. At the same time, the Three Gorges Group has also been one of the many new energy giants to Inner Mongolia in recent years.

The 21st Century Economic Herald reporter noticed that driven by the "double carbon" goal, Inner Mongolia, which is an important energy base in the country, rushed at the forefront of energy transformation without hesitation. With the investment of 100 billion new energy giants such as the Three Gorges Energy, the pace of the energy industry system of the autonomous region is accelerating.

Ten billion "New Energy Headquarters" will land

New energy resources such as Wind Energy and solar energy in Inner Mongolia are one of the concentrated places for the country to promote the construction of wind power photovoltaic base projects. Data show that in the first and second batch of wind power photovoltaic bases, 13 and 32GW projects landed in Inner Mongolia.

In this context, the Three Gorges Group's investment in Inner Mongolia's new energy business is reasonable.

The Three Gorges Group, with the goal of building a world -class clean energy group in 2025, has continuously expanded its investment in the new energy industry in recent years. As the world's largest hydropower development and operation enterprise, when the Three Gorges Group builds the basic disk of large hydropower, the Three Gorges Group vigorously promotes offshore wind power, orderly promotes land wind power, accelerates the development of photovoltaic resources, and builds water storage power stations to improve its own new. Energy industry layout.

Among them, the Three Gorges Energy, as the main body of the Three Gorges Group to promote the construction of new energy business, has also ranked among the 100 billion yuan market value of new energy companies in the A -share market. As of the closing of September 29, the company's latest market value was 158.6 billion yuan. Although it is less than the high valuation of photovoltaic manufacturing companies, the Three Gorges Energy is also the new energy power generation enterprise with the highest market value of A shares.

For the new energy industry of Inner Mongolia, the Three Gorges Energy is no stranger.

The company's 2021 annual report shows that its on -site wind power projects are all over 25 provinces and regions including Inner Mongolia, Xinjiang, Yunnan. In this year, the total power generation of wind power and photovoltaic projects in Inner Mongolia was 5.567 billion kilowatt -hours, an increase of 14.3%year -on -year. Among them, wind power is 4.927 billion kWh, and photovoltaic power generation is 640 million kWh, an increase of 12.7%and 28.7%year -on -year.

In addition, the Global Single -largest photovoltaic sand treatment project led by the Three Gorges Energy -Inner Mongolia Monxi Base Cubuqi 2 million kilowatts of photovoltaic sand demonstration projects also achieved records and started construction last year.

In the strategic cooperation agreement signed this year with the Inner Mongolia Autonomous Region Government, the "Three Gorges Group's New Energy Headquarters" has attracted much attention from the outside world.

With the specific capital contribution of the Three Gorges Energy, more details of the "New Energy Headquarters on the Land" are known to the outside world.

The announcement shows that the registered capital of the Three Gorges New Energy Investment Co., Ltd. in Inner Mongolia will reach 10 billion yuan. In addition to the Three Gorges Energy contribution of 3.4 billion yuan to account for the big head, the Yangtze River Power became the company's second largest shareholder with a subsidy amount of 3.3 billion yuan. Three Gorges Capital and Three Gorges Investment subscribed for 1.65 billion yuan, respectively. The scope of business shows that the main business of the Three Gorges New Energy Investment Co., Ltd. in Inner Mongolia includes investment and development of upstream and downstream of new energy and industrial chains such as wind energy, solar energy, biological energy, geothermal, hydrogen energy, and energy storage. ) Electricity business and thermal power (based on the scope of business approved by the company's registration authority).

But as the Three Gorges Energy showed in the announcement, "(the establishment of the Three Gorges New Energy Investment Co., Ltd. in Inner Mongolia) is of great strategic significance for the company's vigorous development of new energy in the Inner Mongolia region."

The leader set off the wave of investment in Inner Mongolia

The Three Gorges Energy is not the only new energy leader to Inner Mongolia.

On September 27 this year, the starting ceremony of the first -phase production of GCL East Phase 1 and 150,000 tons of nano -silicon projects (hereinafter referred to as Wuhai Project) was held in Wuhai City, Inner Mongolia. This is the fifth granular silicon production base of GCL Technology (03800.HK) after Xuzhou, Leshan, Baotou, and Hohhot.

The 21st Century Economic Herald reporter noticed that the landing of the Wuhai project foreshadows that the market value of the silicon material that exceeded 100 billion Hong Kong dollars to increase the planned construction of the planned construction to 700,000 tons. And it is worth mentioning that three of the five major silicon materials production bases in GCL Technology have settled in Inner Mongolia.

In fact, Inner Mongolia is becoming a domestic photovoltaic manufacturing industry investing in hot land. According to the incomplete statistics of the 21st Century Business Herald, only the four photovoltaic companies, Dongfang Risheng (300118.SZ), Longji Green Energy (601012.SH), GCL Technology, Tongwei (600438.SH), announced in Inner Mongolia's investment amount exceeds 100 billion yuan. Among them, there are many additional investors.

In August this year, Longji Green Energy announced that the company has signed a supplementary agreement with the local government of Ordos on the previously announced investment cooperation agreement to change the annual output of 20GW single crystal silicon rod and slicing project agreed in the original agreement to an annual output of 46GW single single single project Crystal silicon rods and section projects, battery and component projects have remained unchanged.

The additional investment project pointed to the investment news announced in March of this year -Longji Green Energy signed an investment cooperation agreement with the Ordos City Government and the Ijin Hollow Banner Government to invest in the construction of an annual output of 20GW single crystal silicon rods and slicing projects, 30GW efficient efficiency Single -crystal battery projects and 5GW high -efficiency photovoltaic component projects reached cooperation intentions. With the expansion of production capacity, the investment amount of Longji Green Energy also increased to 14.55 billion yuan (including mobile funds), an increase of 6.95 billion yuan (including mobile funds) before the change.

Why are the faucets choose Inner Mongolia?

As an important energy and strategic resource base in my country, the total energy production of Inner Mongolia Autonomous Region accounts for about 1/6 of the country, and the extension of external energy accounts for 1/3 of the country's total energy transportation. Important strategic position. It is the pillar industry of Inner Mongolia, which also means that during the "Fourteenth Five -Year Plan" period, the energy structure of the autonomous region was further optimized.

According to the "Fourteenth Five -Year Plan" Energy Plan for Inner Mongolia Autonomous Region "(hereinafter referred to as" Planning "), by 2025, the proportion of non -fossil energy consumption will reach 18%, the proportion of new energy installations will exceed 50%, and the proportion of renewable energy power consumption will reach the proportion of renewal energy power. 35%, new non -fossil energy installations account for more than 60%of all new installation machines.

Therefore, under the clear goal, the new energy market in Inner Mongolia is broad.

The "Planning" shows that Inner Mongolia clearly proposes that it is necessary to strengthen the landscape hydrogen storage industry and cultivate new growth poles of modern energy. In the field of wind power manufacturing, by 2025, key components such as the axle, gearbox, generator, and blade materials will be available for localized supporting production. The scale of the manufacturing industry reaches 100 billion yuan; in the field of photovoltaic manufacturing, by 2025, the production scale of crystalline silicon materials will account for more than 40%of the country, and the production capacity of solar battery components will reach 3 million kilowatts, which can meet more than 80%of local construction needs. Photovoltaic manufacturing overall as a whole The industry scale reaches 100 billion yuan; in terms of hydrogen energy industry, by 2025, the key core components of hydrogen energy will achieve localized production, and the total output value of the hydrogen energy industry will strive to reach 100 billion yuan. It can be equipped with 10 million kilowatt -hours of production, and the core components of the energy storage are fully realized on the spot, forming a energy storage manufacturing industry cluster with a output value of 100 billion yuan.

As a result, driven by the four "100 billion" goals, the giants poured into Inner Mongolia, and this energy highland will change significantly.

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