【国元国际:协合新能源(00182.HK)签署韩国光伏PPA协议 利好ESG估值溢价】智通财经APP获悉,近日,协合新能

智通财经
Jun 20, 2025
【国元国际:协合新能源(00182.HK)签署韩国光伏PPA协议 利好ESG估值溢价】智通财经APP获悉,近日,协合新能源(00182.HK)与现代建设集团正式签署介水里21MW光伏项目的电力购买协议(PPA),国元国际就此事发布点评报告。报告表示,该项目是协合新能源首个全球RE100认证项目,购电方需100%可再生能源履约,协议稳定性与溢价能力高于普通绿电交易。30年长约锁定电费现金流,显著提升收入确定性。该合作是公司绿电国际化战略中的关键突破,打开了韩国高端客户入口,助力公司商业模式从电站开发转向绿电服务商。此外,RE100项目契合全球ESG投资主线,有助于吸引海外长线资金,提升公司估值水平。

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