On the evening of October 9, China Power Investment Energy (002128) announced that the company, Inner Mongolia Energy Power Generation Investment Group New Energy Co., Ltd., a subsidiary of Inner Mongolia Energy Group Co., Ltd., and Inner Mongolia Nur Energy Development Co., Ltd. plan to establish a joint venture to jointly develop the Ulan Buh Desert. Northeast new energy base. The joint venture company has a registered capital of 20 billion yuan, of which the company holds 33%.
According to the announcement, the project plans to have a total new energy capacity of 12 million kilowatts, including 3.5 million kilowatts of wind power and 8.5 million kilowatts of photovoltaic power. Relying on the supporting capacity expansion, transformation and upgrade of the original site of the surrounding power plant (including nearby areas), 4 million kilowatts of coal power will serve as a supporting power source. Coordinate the construction of new energy storage, solar thermal power generation and other flexible resources.
According to the project application plan, the total investment in the project is 77.1 billion yuan, including 13.2 billion yuan in thermal power, 22 billion yuan in wind power (including energy storage), 38.3 billion yuan in photovoltaics (including energy storage), and 3.6 billion yuan in solar thermal power.
At present, the new energy base in the northeastern part of Ulan Buh Desert has received approval from the National Development and Reform Commission and the National Energy Administration.
Power Investment Energy stated that the project site is located in the Ulan Buh Desert. The Ulan Bhe Desert is one of the eight major deserts in China. It is mainly distributed in Azuo Banner of Alxa League in Inner Mongolia and Dengkou County and Wulatehou Banner of Bayannur City. The photovoltaic site of the project is planned to be located in Dengkou County, Bayannur City, and the wind farm site is planned to be located in Wulatehou Banner, Bayannur City. The project site selection complies with the relevant national requirements for the construction layout of the Shagehuang base. The surrounding transportation is convenient and the development and construction conditions are generally superior. The wind turbines of the project are planned to be of a size above 7 MW. The photovoltaic modules are planned to be P-type 550-watt double-sided double-glass high-efficiency monocrystalline silicon modules. The electrochemical energy storage is temporarily considered to use lithium iron phosphate batteries. The thermal power installation plan plans to use 4×1 million kilowatt high-efficiency ultra-supercritical indirect air-cooled condensing steam turbine generator sets. The water source for the thermal power industry is tentatively selected as urban gray water treated by the sewage treatment plant, and the coal source is tentatively selected as coal from the Ordos region.
Battery Network noticed that the original name of Power Investment Energy was “Inner Mongolia Huolinhe Open-pit Coal Industry Co., Ltd.”. The stock was listed on the Shenzhen Stock Exchange in 2007. The securities were referred to as “Open-pit Coal Industry”. In 2021, the company was renamed “Inner Mongolia Electric Power Co., Ltd.” “Electric Investment Energy Co., Ltd.”, the securities are referred to as “Electric Investment Energy”.
According to the plan, the installed capacity of new energy will reach more than 7 million kilowatts by the end of the “14th Five-Year Plan” for Power Investment Energy. By the end of 2022, the installed capacity will be more than 1.6 million kilowatts, and 3 million kilowatts of new projects are expected to be put into operation in 2023, including the Tongliao 1 million kilowatt UHV external transmission project, the Ximeng 500,000 kilowatt UHV external transmission project, and the Alxa 400,000 kilowatts external transmission project. High-voltage external transmission projects, circular economy thermal power flexibility transformation of 300,000 kilowatts, etc. It is expected that from 2024 to 2025, more than 2.4 million kilowatts of new power investment energy will be put into production, reaching more than 7 million kilowatts by the end of the 14th Five-Year Plan.
Post time: Oct-17-2023