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亿利洁能为何重组装入光伏资产?

2017-08-25 16:11:26   中国经济网

中国经济网北京8月25日讯 在停牌5个月后,近日,亿利洁能(600277)披露了重大资产重组预案。公司拟以发行股份和支付现金相结合的方式,收购亿利集团等相关股东持有的光伏和热电资产。问题是,在目前情况下,公司为何要收购光伏资产?带着这些疑问,记者查阅《预案》并对相关资产进行实地参观,发现装入的光伏发电资产很有看点:和传统光伏相比,具有生态光伏、冬奥光伏、扶贫光伏等特点,在建设上还大量采用了最前沿的光伏技术和设备。

看点一:科技创新引领。据光伏电站负责人介绍,光伏资产储备了超临界二氧化碳驱动汽轮机发电和沙子储热、高倍聚光、单晶PERC双面组件、跟踪系统等一批全球领先的光伏、光热技术,并逐步开始规模化运行。库布其生态部分实验光伏通过一年来的运营及数据积累显示,单轴、双轴跟踪系统比常规发电系统发电量分别提高15%、20%,特别是单晶双面电池的发电量提高40%以上。例如,采用的单晶PERC双面发电组件技术,电池正面效率高于21%,背面效率可达正面的75%。尤其适用于沙漠及经反光处理的地面与屋面条件,可显著提高发电量(背面增益在8-25%左右,最高达可30%)。

看点二:经营模式创新。因地制宜实施“板上发电、板下种草、板间养殖”生态循环综合利用的产业模式,实现了公益、商业等多重效益。

库布其光伏电站已建成310MW,其中,正利新能源110MW,库布其生态200MW。是我国第一座因治沙而批建的生态循环光伏电站,是内蒙古自治区创新实验的沙漠光伏复合生态发电项目,也是内蒙古“林光互补”综合治沙产业示范基地。是科技部“沙漠新能源科技成果转化基地”。

张家口奥运迎宾光伏廊道项目,专门为国家举办“2022年冬奥会”而建。利用北京至张家口沿线的破损山体、废弃工矿、雨水冲刷沟壑等地兴建光伏电站,通过林光互补的方式,实现一二三产业融合发展。目前,冬奥会光伏电站并网指标共500MW,京张奥运迎宾廊道就占了240MW,规模优势显著。张家口市作为冬奥会雪上项目的主承办地,贯彻“绿色奥运,低碳奥运”的承办理念,到2020年,张家口示范区55%的电力消费来自可再生能源,全部城市公共交通、40%的城镇居民生活用能,50%的商业及公共建筑用能都来自可再生能源,40%工业企业实现零排放。

亿源新能源生态光伏电站,为近年来国家大力提倡的扶贫光伏项目,是集产业扶贫、生态发展扶贫和清洁能源建设扶贫于一体的模式。当地不但有550千伏和110千伏变电站可接入,而且,农业种植养殖业环境好、工业污染源少。项目通过采用3米架空的高支架技术,在不改变原有土地性质的原则下,不打桩、不破坏地表层结构,不但不影响农作物生长和养殖,常规农业机械也可以正常使用。今年春节前,国家领导人视察该项目后表示:“希望把这种切实可行的事抓紧做起来”。

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