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上海电气与神华集团合资组建光伏公司

2019/9/17 8:14:35      点击:

在火电行业去产能的浪潮下,传统电力设备商与行业巨头选择合作涉足光伏领域。

近日,上海电气(2727.HK)发布公告,公司拟与神华集团及Manz AG就太阳能电池技术进行合作,组建神华(北京)光伏科技研发和重庆神华薄膜太阳能科技有限公司。上海电气总计出资4.95亿元,占两家公司股权皆为20%。

上海电气是一家电力设备制造企业,产品范围包括火电、核电和风电发电及配套设施。

目前火电相关业务仍然是公司主要的收入来源。2016年第三季度报告显示,上海电气在手订单2244.4亿元,燃煤发电设备订单996亿元,占比44.38%。但伴随着新能源发电比例在社会总发电量中的提升,上海电气近年来正在寻找新的利润增长点。

根据国家统计局数据显示,2011年至2016年前11月期间,国内火电发电量占社会总发电量的比重由82.84%下降至73.89%。相对而言,清洁能源比重则有所增加。