The hustle and bustle in the field of photovoltaic investment happened almost overnight. The new energy wave spurred by the times is likely to lead the industry back to the bustling trend before 2018.

Recently, Photovoltaics has received several inquiries from readers, most of which focus on matters related to the purchase and sale of photovoltaic power stations, equity cooperation, development and other related matters.

The consultation targets mainly focus on two types. One type is mainly project intermediaries. In view of the current surge in demand for photovoltaic power station projects, more and more people are returning to the photovoltaic industry and initiating resources to connect buyers and sellers; the other type is

They are investors or fund companies that mainly focus on self-sustained projects. These companies are either investors of central state-owned enterprises catalyzed by the carbon neutrality goal, or they are optimistic about the bidding value of green assets, and then enter the photovoltaic industry with huge funds and ambitions.

Among them, there are enterprises taking the initiative to transform under the dual carbon goals, and there are also opportunities for the national photovoltaic era set off by the promotion of distributed photovoltaics throughout the county.

Since the national 30·60 dual carbon targets were proposed, central state-owned enterprises have been investing heavily. In early 2021, central power enterprises represented by State Power Investment Corporation, Huadian, China Three Gorges, Datang, etc. have successively proposed carbon neutrality and carbon peak goals.

Since then, the vigorous development of new energy by central energy enterprises has begun.

Recently, photovoltaics learned that China Three Gorges Corporation has fully authorized its secondary subsidiaries and branches to develop wind and photovoltaic new energy projects.

Industry insiders told Photovoltaics that Three Gorges Electric Power, a listed company controlled by China Three Gorges Corporation - hydropower "giant" Yangtze Power Holdings - has been relatively active in the photovoltaic project acquisition and development market recently, and has participated in bidding and negotiations for multiple projects.

As we all know, as one of the enterprises with the highest net profit margin among central enterprises, China Three Gorges Group owns several hydropower "money printing machines" around the world.

As the main power production and operation body of the Three Gorges Group, Yangtze Power currently owns four large hydropower stations: Three Gorges (the world's largest), Xiluodu (the world's 4th), Xiangjiaba (the world's 11th), and Gezhouba. It is the undisputed leader in the field of hydropower investment and is also the

It is the largest listed power company in the A-share market and even in the world.

According to Yangtze Power's 2020 performance report released on January 27, the company's operating income in 2020 was 57.851 billion yuan, a year-on-year increase of 15.99%; net profit attributable to the parent company was 26.315 billion yuan, a year-on-year increase of 22.15%.

In fact, under the guidance of the 30·60 goals, the competition arms race among central enterprise investors in the field of new energy development and investment has already begun.

Previously, in the "Guiding Opinions on New Energy Investment Business of China Power Construction Group (Co., Ltd.)", China Power Construction Group broke down and issued the "14th Five-Year Plan" new energy development goals for its 28 subsidiaries, with a total new scale of 48.5GW.

.

This is the first time that PowerChina has made it clear that it will vigorously develop new energy investment and operation business and further relax the scope of new energy project investment entities of the group's affiliated companies.

Another world-class power design institute, China Energy Construction Group Co., Ltd., also recently released the "Action Plan for Implementing the "30·60" Strategic Goals of Carbon Peaking and Carbon Neutralization (White Paper)", which clearly states that it will increase the number of new projects.

Strengthen the development of energy "investment, construction and operation integration" projects, incubate and develop new comprehensive energy base projects based on new energy, vigorously develop the new energy industry; cultivate core competitiveness in the new energy industry, and innovate new energy development models and business formats

, provide high-quality comprehensive new energy solutions, and develop multi-energy complementary and source-grid-load-storage integration projects.

By 2025, the holding's new energy installed capacity will strive to reach more than 20 million kilowatts.

Prior to this, China Power Construction and China Energy were the two major design institutes in the field of new energy. Although both companies had their own strengths, their business areas were mostly focused on project planning and design in the power and energy fields, and EPC business.

Photovoltaics have learned that as early as 2020, China Energy Construction Department has already taken the lead in laying out new energy project development and investment business. Entering 2021, China Energy Construction has successively signed nearly 15GW of multi-energy complementary integration by virtue of its advantages in thermal power.

project.

In fact, since this year, most central state-owned enterprises are fully mobilizing provincial branches and secondary companies at all levels to participate in the development and construction of new energy.

In the list of guaranteed grid-connected photovoltaic projects previously announced by Guangxi Province in 2021, SPIC alone includes SPIC Guizhou Jinyuan, SPIC Hainan New Energy, SPIC Jiangxi Zhongye Xingda and Wuling Electric Power

, China Electronics International and many other secondary companies participated.