4月29日(ri),昇輝智(zhi)能科(ke)技(ji)股(gu)份(fen)有限公(gong)司(si)(si)(以(yi)下(xia)簡(jian)稱“昇輝科(ke)技(ji)”)發(fa)布公(gong)告,擬(ni)通過發(fa)行股(gu)份(fen)收(shou)購赫(he)普(pu)能源環(huan)境科(ke)技(ji)股(gu)份(fen)有限公(gong)司(si)(si)(以(yi)下(xia)簡(jian)稱“赫(he)普(pu)能源”)85%股(gu)權并募集(ji)配套資(zi)金(jin),剩余15%股(gu)權擬(ni)使用(yong)1.65億元(暫(zan)定價)自有資(zi)金(jin)及/或(huo)自籌(chou)資(zi)金(jin)通過股(gu)份(fen)受(shou)讓方式(shi)取(qu)得。此次收(shou)購旨在(zai)整合雙(shuang)方資(zi)源,拓展(zhan)火電靈活性改造(zao)及新(xin)型(xing)儲能業務,打造(zao)第二(er)增(zeng)長曲線,提升公(gong)司(si)(si)盈利能力和長期價值。
赫普能(neng)(neng)(neng)源是國家(jia)級高新技(ji)(ji)術企業,專注于新能(neng)(neng)(neng)源電(dian)(dian)(dian)(dian)(dian)力消納、火(huo)電(dian)(dian)(dian)(dian)(dian)靈(ling)(ling)活性與抽(chou)汽蓄能(neng)(neng)(neng)改(gai)造和(he)綜合能(neng)(neng)(neng)源服(fu)務領(ling)域,2023年及2024年凈(jing)利潤分(fen)別達1.22億元(yuan)和(he)1.12億元(yuan),盈利穩定(ding)。公司主營(ying)業務包(bao)括火(huo)電(dian)(dian)(dian)(dian)(dian)靈(ling)(ling)活改(gai)造調峰調頻及儲能(neng)(neng)(neng)電(dian)(dian)(dian)(dian)(dian)站合同能(neng)(neng)(neng)源管(guan)理業務、分(fen)布(bu)式(shi)光伏業務及風電(dian)(dian)(dian)(dian)(dian)業務。作為電(dian)(dian)(dian)(dian)(dian)蓄熱(re)深(shen)度調峰技(ji)(ji)術和(he)“抽(chou)汽蓄能(neng)(neng)(neng)”技(ji)(ji)術開創者,赫普能(neng)(neng)(neng)源已落地多(duo)個(ge)創新項目(mu),如國家(jia)能(neng)(neng)(neng)源集(ji)團河(he)北(bei)龍山電(dian)(dian)(dian)(dian)(dian)廠抽(chou)汽蓄能(neng)(neng)(neng)熔鹽儲熱(re)調峰靈(ling)(ling)活性改(gai)造示范項目(mu),目(mu)前該(gai)項目(mu)已處于試(shi)運行階段,正為我(wo)國構建新型電(dian)(dian)(dian)(dian)(dian)力系統提供創新解決方案。
昇(sheng)輝科技(ji)近年(nian)來受房地(di)產市場(chang)調整影響,電(dian)氣設備主業承(cheng)壓,2022年(nian)至(zhi)2024年(nian)連(lian)續虧損。通過收(shou)(shou)購(gou)赫普能(neng)(neng)(neng)源,昇(sheng)輝科技(ji)不(bu)僅將公司(si)業務范圍(wei)拓展至(zhi)火電(dian)靈活性改(gai)造等領(ling)域(yu),還將整合(he)雙(shuang)方在熔鹽儲能(neng)(neng)(neng)、氫(qing)能(neng)(neng)(neng)等領(ling)域(yu)的(de)技(ji)術(shu)與(yu)(yu)(yu)資源,加速技(ji)術(shu)轉化與(yu)(yu)(yu)項目落(luo)地(di),搶占新型(xing)儲能(neng)(neng)(neng)市場(chang)高地(di)。此前(qian),昇(sheng)輝科技(ji)已收(shou)(shou)購(gou)熔鹽儲能(neng)(neng)(neng)領(ling)域(yu)專業方案提(ti)供商商丘森碩(shuo)建(jian)設工程有(you)限公司(si),此次整合(he)將進一步強化其在新型(xing)儲能(neng)(neng)(neng)領(ling)域(yu)的(de)技(ji)術(shu)儲備與(yu)(yu)(yu)項目落(luo)地(di)能(neng)(neng)(neng)力。
公(gong)告顯(xian)示(shi),赫普能(neng)源的“抽汽蓄能(neng)”技術(即火(huo)電(dian)(dian)(dian)(dian)(dian)抽汽熔鹽蓄能(neng))以熔鹽為儲熱工質,通(tong)過存儲和釋放蒸(zheng)汽熱量實(shi)現電(dian)(dian)(dian)(dian)(dian)網調峰調頻,具(ju)有響應速度快(kuai)、運行狀態穩定、維護成本(ben)低等(deng)諸多(duo)優勢。該技術可提(ti)升火(huo)電(dian)(dian)(dian)(dian)(dian)機組(zu)靈(ling)活性,助(zhu)力(li)電(dian)(dian)(dian)(dian)(dian)網消納(na)更多(duo)清潔能(neng)源,契合國家“雙碳”目標下(xia)火(huo)電(dian)(dian)(dian)(dian)(dian)低碳改造需(xu)求(qiu)。目前,赫普能(neng)源已(yi)為中國華能(neng)集(ji)團(tuan)有限公(gong)司(si)、國家電(dian)(dian)(dian)(dian)(dian)力(li)投資集(ji)團(tuan)有限公(gong)司(si)等(deng)大型發電(dian)(dian)(dian)(dian)(dian)集(ji)團(tuan)電(dian)(dian)(dian)(dian)(dian)廠提(ti)供調峰調頻輔助(zhu)服務,業務覆蓋東北、華北等(deng)地區。