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<td height="60" align="center" valign="middle" class="daheizt">æˆç«‹åˆèµ„公帘q›å†›æ•´åŽ¿å…‰ä¼åQŒæ˜¯å‡ø™µ\å—？</td>
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<td height="45" align="center" valign="middle" class="heizt">日期åQ?021-10-23 æ¥æºåQšèƒ½æºç”µåŠ›è¯´ 作者：壹壹</td>
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<td align="left" valign="top" class="heizt"><p>˜q‘æ—¥åQŒèõU能控股下属全资åå…¬å¸æ²›_—豫能新能æºæœ‰é™å…¬å¸ï¼ˆ51%åQ‰ã€å—阛_¤©ç›Šå‘甉|œ‰é™è´£ä»Õd…¬å¸ï¼ˆ43%åQ‰ä¸Žæ²›_—¼‹…都新æ料科技有é™å…¬å¸åQ?%åQ‰æˆç«‹åˆèµ„å…¬å¸â€”—èõU能襄城新能æºæœ‰é™å…¬å¸ã€?br>
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<p>襄城新能æºå…¬å¸æ‹Ÿåœ¨è¥„城县库庄镇投资å¾è®‘Ö±‹™å¶åˆ†å¸ƒå¼å…‰ä¼å‘电™å¹ç›®åQŒé¡¹ç›®æ€»è£…机容é‡äØ“30.336MWpåQŒé¡¹ç›®æ€ÀLŠ•èµ„äØ“11660.32万元åQŒé‡‡ç”¨â€œè‡ªå‘自用，余电上网â€åŠâ€œå…¨é¢ä¸Š¾|‘â€ç›¸¾l“åˆæ¨¡å¼ã€?br>
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在政½{–推动下åQŒèƒ½æºå¤®ä¼ã€å›½ä¼å·²¾l大举进入整县光ä¼ï¼Œä¸€äº›æ°‘è¥å…‰ä¼ä¼ä¸šå’Œèžèµ„能力比较强的上市公å¸åQŒä¹Ÿåœ¨ç§¯æžæ‹“展分布å¼å…‰ä¼ä¸šåŠ¡åQŒå¤®ä¼ã€å›½ä¼?æ°‘ä¼åˆä½œ‘Šæ¥‘Šæ™®é。æˆç«‹åˆèµ„å…¬å¸â€œç»„队â€è¿›å†›ï¼Œä¼šæˆä¸ºæœ€å…ˆçªå›´çš„模å¼å—？<br>
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</p>
<p>01</p>
<p>“组队â€è¿›å†›æ•´åŽ?/p>
<p>除èõU能控股，æˆç«‹åˆèµ„å…¬å¸â€œç»„队â€æ‹“展整县光ä¼çš„案例ä¸å°‘ã€?br>
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<p>9月，东嗾|‘架å‘布公告åQŒä¸œå—网æžÓž¼ˆ75%åQ‰ä¸Ž¼›æ–¯ç‰¹ï¼ˆ25%åQ‰å…±åŒå‡ºèµ„æˆç«‹äº†‹¹™æ±Ÿä¸œå—¾|‘架¼›æ–¯ç‰¹ç¢³ä¸å’Œ¿U‘技有é™å…¬å¸åQŒæ³¨å†Œèµ„é‡?亿元。åˆèµ„å…¬å¸è‡´åŠ›äºŽå±‹é¡¶åˆ†å¸ƒå¼å…‰ä¼ç”µç«™é¡¹ç›®çš„å¼€å‘，投资光ä¼å‘电业务和BIPVæ€ÀL‰¿åŒ…项目å¾è®¾ã€?br>
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<p>8月，林洋能æºå…¨èµ„åå…¬å¸æ±Ÿè‹æž—‹z‹æ–°èƒ½æº¿U‘技有é™å…¬å¸åQ?7.5%åQ‰ä¸Žä¸‰åˆö资本控股有é™è´£ä“Qå…¬å¸åQ?7.5%åQ‰ã€ä¸å›½æ°´åˆ©æ°´ç”늬¬å››å·¥½E‹å±€æœ‰é™å…¬å¸åQ?5%åQ‰ã€æ±Ÿè‹é”¦æ±‡é›†å›¢æœ‰é™å…¬å¸ï¼ˆ10%åQ‰æˆç«‹åˆèµ„å…¬å怸‰å³¡ç»¿è‰²èƒ½æºï¼ˆæ±Ÿè‹åQ‰æœ‰é™å…¬å¸ï¼Œæ³¨å†Œèµ?0亿元。åˆèµ„å…¬å¸å‰‘指整县光ä¼ã€?br>
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<p>林洋新能æºçš„åˆä½œé›†åˆäº†å…‰ä¼åŠå‚¨èƒ½ã€å¤®å›½ä¼æŠ•èµ„ã€åŸº¼‹€è®¾æ–½å»ø™®¾½{‰é¢†åŸŸçš„ä¼ä¸šåQŒåˆ†å¸ƒå¼æ°‘è¥ä¼ä¸šçš„效率优势和ç‰|´»ç‰¹å¾ã€å¤®å›½ä¼çš„资本和信誉优势åQŒè®¾è®¡é™¢ã€æ–½å·¥å•ä½çš„™å¹ç›®æ•´åˆèƒ½åŠ›å’Œç®¡ç†èƒ½åŠ›ï¼Œ˜q™ç§æ¨¡å¼çœ‹æ¥æ¯”较ç†æƒ³åQŒä½†å› 涉åŠå¤šä¸ªåˆä½œæ–¹åQŒå·¥ä½œé‡åº”该会相对ç¹çã€?br>
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<p>地方政府ã€å¤®å›½ä¼ã€æ°‘ä¼å„展所长共åŒæŽ¨˜q›ï¼Œæ˜¯æœªæ¥æ•´åŽ¿æŽ¨˜q›çš„主è¦å»ø™®¾æ¨¡å¼ã€?br>
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<td align="center" valign="top" class="heizt">图æºåQšå…´ä¸šè¯åˆ?/td>
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<td align="left" valign="top" class="heizt"><p> </p>
<p>整县推进模å¼çš„æ ¸å¿ƒå˜é‡åœ¨äºŽåœ°æ–ÒŽ”¿åºœå’Œå›½èµ„央ä¼çš„引入。å‚与主体è{å˜äؓ国家甉|Š•ã€å›½å®¶èƒ½æºé›†å›¢ã€å›½å®¶ç”µ¾|‘ç‰å¤®å›½ä¼ï¼Œèµ„金实力更äؓ强大åQŒèžèµ„æˆæœ¬ä½Žã€æ¸ é“多æ ïLµ‹z»ï¼Œä¸”收益率è¦æ±‚æ›´åŠ å®½æ¾ã€‚地æ–ÒŽ”¿åºœå‘挥主åœÞZ¼˜åŠ¿æ‰®æ¼”分散屋™å¶èµ„æºå调整åˆçš„角色åQŒåÅžæˆæ•°ç™‘Ö…†ç“¦çš„规模化整县市场。民ä¼åˆ™ä»¥é«˜æ•ˆçµ‹zÈš„优势åQŒå‚与部分项目投资å¾è®¾ï¼Œæ供高科技ã€åã^å°åŒ–ã€ä¸“业迾l´ç‰æœåŠ¡ã€?br>
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<p>整县推进模å¼ä¸‹ï¼Œåœ°æ–¹æ”¿åºœã€å¤®å›½ä¼ã€æ°‘ä¼çš„ååŒæŽ¨è¿›åQŒå°†å¤§å¹…优化分布å¼çš„市场环境ã€?br>
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<p>02</p>
<p>å„çœæ•´åŽ¿è¯•ç‚¹å»ø™®¾æ¨¡å¼</p>
<p>在整县推˜q›ä¸åQŒå›½å®¶èƒ½æºå±€æ˜Žç¡®â€œè‡ªæ„¿ä¸å¼ºåˆ¶ã€è¯•ç‚¹ä¸å®¡æ‰¹ã€åˆ°ä½ä¸‘Šä½ã€ç«žäº‰ä¸åž„æ–ã€å·¥ä½œä¸æš‚åœâ€çš„原则。整县推˜q›æ–¹æ¡ˆåªéœ€é€šè¿‡çœå†…审批å›_¯å®žæ–½åQŒå¢žå¼ºå„çœè‡ªä¸ÀL€§ï¼›æ”¿åºœä¸Žç”µ¾|‘ä¸å¤§åŒ…大æ½åQŒè€Œæ˜¯å„å¸å…¶èŒåQŒæä¾›é…åˆï¼Œž®†è¯•ç‚¹çš„分布å¼å…‰ä¼å¾è®¾äº¤ç”±å¸‚åœÞZ¸»å¯¹{€?br>
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<p>从å„çœè¯•ç‚ÒŽ–¹æ¡ˆæ¥çœ‹ï¼Œå»ø™®®çš„å¾è®¾æ¨¡å¼ä¸ž®½ç›¸åŒã€?/p>
<p>æ²›_—çœé‡‡ç”¨â€?+1+X"å»ø™®¾æ¨¡å¼åQŒæ”¿åºœç»„¾l‡å½“地ç»é”€å•†æ¥¾lè¥æŽ¨è¿›åQŒå¼•å…?家大型能æºä¼ä¸šè´Ÿè´£æ供资金ã€ä¸“业äh员，å助地方摸排资æºã€ç¼–制方案ã€ç»Ÿ½{ÒŽŽ¨˜q›é¡¹ç›®å¾è®¾ï¼›1家政½{–性银行ç‰é‡‘èžæœºæž„与牵头ä¼ä¸šåˆä½œï¼Œæä¾›¾l¿è‰²ä¿¡è´·æ”¯æŒåQ›è‹¥òq²å±žåœ°åã^å°å…¬å¸ç‰æ ÒŽ®äº§ä¸šé“‘Öˆ†å·¥ï¼Œå‚与屋顶资æºåè°ƒè½å®žã€è¿è¡Œç»´æŠ¤ã€ä¿¡æ¯ç›‘‹¹‹åã^å°æ建ç‰ã€?br>
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<p>豫能控股下属全资åå…¬å怸Žæ²›_—¼‹…都新æ料科技有é™å…¬å¸çš„åˆèµ„å…¬å¸ï¼Œå¯ä»¥è¯´æ˜¯å¤§åž‹èƒ½æºä¼ä¸šä¸Žå±žåœ°åã^å°å…¬å¸çš„¾l„åˆã€?br>
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<p>å„çœæ•´åŽ¿å¼€å‘试ç‚ÒŽ–‡ä»¶ä¹Ÿå‡ºçŽ°äº†å¤š¿Uå¾è®¾æ¨¡å¼ï¼Œ¼›å¾ã€ç”˜è‚ƒã€å®å¤ã€æ¹–北ã€å±±è¥Ñ€è¾½å®æ˜Ž¼‹®â€œä¸€ä¼åŒ…一厎ì€çš„å»ø™®¾æ¨¡å¼åQ›æ¹–北ã€æ±Ÿè‹ã€æµ™æ±Ÿã€æ±Ÿè¥¿åˆ™é¼“励选择央ä¼ã€å›½ä¼ç‰æœ‰å®žåŠ›ä¼ä¸šå‚与；云å—ã€é™•è¥¿å¾è®®é‡‡ç”¨å…¬å¼€æ‹›æŠ•æ ‡çš„æ–¹å¼ä¼˜é€‰å¼€å‘ä¼ä¸šï¼›é’æ“v则采用能æºåˆåŒç®¡ç†ç‰æ¨¡å¼ã€?/p></td>
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<td align="left" valign="top" class="heizt"><p>整县推进政ç–明确采å–“先试点åŽæŽ¨òqŽì€çš„模å¼åQŒå„é‡‡ç”¨åœ°å› åœ°åˆ¶å®œçš„å»ø™®¾æ¨¡å¼åQŒéšç€å„地试点è½åœ°åQŒå„¾c»é—®é¢˜æš´éœ²ä¹‹åŽï¼Œå¿…定也能扑ֈ°é€‚åˆçš„模å¼ã€?br>
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<p>03</p>
<p>æ°‘ä¼å‚与整县的商业模å¼?/p>
<p>整县推进也给民è¥ä¼ä¸šå¸¦æ¥æ–°çš„增长机é‡ã€?/p>
<p>æ°‘ä¼å‚与整县推进主è¦æœ‰å››¿Uæ–¹å¼ï¼šBOOã€EPCã€BTã€ä¸“业迾l´ã€?/p></td>
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<td align="center" valign="top" class="heizt">图æºåQšå…´ä¸šè¯åˆ?/td>
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<td align="left" valign="top" class="heizt"><p>BOO模å¼åQŒè‡ªè¡Œå‡ºèµ„å¼€å‘电站，建æˆåŽè‡ªæŒï¼Œäº«å—ç”늫™æ”¶ç›Šã€?br>
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<p>EPC模å¼åQŒååŒå¤®ä¼å¼€å‘电站，负责光ä¼ç”늫™çš„å¾è®¾ã€‚整县推下，EPC转型为“å¾è®?转让â€ï¼Œä¼ä¸šä¸ä»…需è¦å¾ç«™ï¼Œæ›´éœ€è¦é‡‡å–å„¿Uæ–¹å¼èŽ·å–项目资æºï¼Œæ¸ é“端能力决定了公å¸ä¸šåŠ¡çš„å•ç“¦ç›ˆåˆ©ã€?br>
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