portant; overflow-wrap: break-word !important;">11portant; overflow-wrap: break-word !important;">月portant; overflow-wrap: break-word !important;">23portant; overflow-wrap: break-word !important;">日晚,晶澳科技发布公告称,为进一步提升公司资产使用效率,整合和优化现有资产结构,经公司第五届董事会第十七次会议审议通过,同意转让三家电站项目公司股权。portant; overflow-wrap: break-word !important;">据晶澳科技初步测算,本次交易预计增加公司portant; overflow-wrap: break-word !important;">2020portant; overflow-wrap: break-word !important;">年净利润约portant; overflow-wrap: break-word !important;">1.1portant; overflow-wrap: break-word !important;">亿元。
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portant; overflow-wrap: break-word !important;">根据公告,公司拟作价30,574万元将敦煌晶澳光伏电力开发有限公司100%股权转让给中电投东北新能源发展有限公司、新疆丝路坤元能源有限责任公司;拟分别以10,656万元和6,338万元将赤峰晶澳光伏发电有限公司100%股权和扎鲁特旗晶澳光伏发电有限公司100%股权转让给中电投东北公司。portant; overflow-wrap: break-word !important;"> portant; overflow-wrap: break-word !important;">
portant; overflow-wrap: break-word !important;">公司表示,本次交易完成后,公司将回收资金用于开发新的平价电站项目,可以有效提高资金使用效率。通过出售补贴电站资产,利用回笼资金,开发建设平价电站,将使资产运营更加高效化,也符合晶澳科技一直以来发展光伏电站的“开发、持有、转让”的业务模式。portant; overflow-wrap: break-word !important;"> portant; overflow-wrap: break-word !important;">事实上,不止是晶澳科技,“531”之后,包括协鑫新能源、顺风清洁能源、北控清洁能源、爱康科技、江山控股等曾经的电站大业主,都在纷纷抛售手中的光伏电站。而接盘的一方,几乎无一例外的是资金充裕、融资能力更强的国有企业。portant; overflow-wrap: break-word !important;"> portant; overflow-wrap: break-word !important;">值得注意的是,此次接手晶澳光伏电站股权的,同样是国家五大发电集团之一的中电投。portant; overflow-wrap: break-word !important;"> portant; overflow-wrap: break-word !important;">业内人士表示,光伏电站属于重资产,需要银行10-15年的长期融资,极度倚赖银行贷款。而一般民营企业的融资成本高,银行贷款利率普遍超过8%,有的甚至高达12%,即便如此,也不一定能如愿获得贷款。在这一点上,央企和国企因为有国家背书,融资优势十分明显,利率显著低于民企。portant; overflow-wrap: break-word !important;"> portant; overflow-wrap: break-word !important;">除了融资难,光伏电站的回报周期也比较长。25年的投资回报率,对很多民营企业来说压力很大,特别是光伏补贴迟迟不能发放的情况下,相对来说,央企和国企在这方面的承压能力就要强得多,这也是近两年来很多民营企业抛售的光伏电站被央企和国企大量接盘的重要原因。portant; overflow-wrap: break-word !important;"> portant; overflow-wrap: break-word !important;">特别是随着光伏电站平价上网的来临,各大央企、国企投资商对于光伏电站的投资热情更加高涨高涨。有媒体统计,仅今年1月到9月,就有多达22家集团/企业签署了投资总额超过三千亿元的清洁能源项目开发协议,涉及投资光伏电站超过39GW。其中,以国家电投、华能、三峡、大唐、中广核等为代表的央、国企规划光伏电站项目规模超过32GW,占比超83%。portant; overflow-wrap: break-word !important;">
portant; overflow-wrap: break-word !important;">在光伏电站领域,国企正在占据越来越重要的地位。portant; overflow-wrap: break-word !important;">