Under the background of "double carbon" and market-oriented reform of electricity price, cement enterprises, as major energy consumers, have stepped up the layout of new energy.
On February 17, Gansu Shangfeng Cement Co.Ltd(000672) (000672) announced that it plans to use its own funds of no more than 500 million yuan for equity investment in new economy industries, focusing on high-quality growth projects in new energy storage, chip semiconductor, new materials, environmental protection and other industries. The investment methods include but are not limited to direct equity investment in the target projects Cooperate with other professional institutions such as equity investment funds to carry out equity investment. In addition, the company also announced the entrusted financial management and securities investment plan for the next year, and the amount of funds to be used is 800 million yuan.
According to the announcement, the above 500 million yuan industrial investment quota can be used in a natural year, mainly financial investment, in order to achieve the combination of long and short and the integration of industry and investment.
In the traditional building materials industry, Gansu Shangfeng Cement Co.Ltd(000672) on the basis of the steady development of the main industry, formulated the "one main and two wings" development strategy, that is, the main industry of cement building materials + the extension of aggregate environmental protection logistics industry + new economic investment. In recent years, the company has made frequent actions in new economy investment, and promoted energy conservation and consumption reduction while resisting the cyclical risks of the industry.
Just in January, Gansu Shangfeng Cement Co.Ltd(000672) reached a strategic framework agreement with Yangguan power supply, the leader of photovoltaic inverter, and Hefei Yixin Technology Consulting Service Co., Ltd. to jointly layout green energy industries such as photovoltaic power generation and energy storage, and cooperate to develop photovoltaic and energy storage projects in the form of industrial investment on the basis of meeting the green power demand of "zero purchase" of all bases of the company. The three parties will set up a joint venture in Ningbo, Zhejiang Province as the main body of the follow-up development of photovoltaic business, Gansu Shangfeng Cement Co.Ltd(000672) with a capital contribution of 30 million yuan and a shareholding ratio of 60%.
In addition to the new energy industry, Gansu Shangfeng Cement Co.Ltd(000672) is also overweight in other new material fields. In 2021, Hefei Jinghe integrated circuit Co., Ltd., the first project of the company's new economy equity investment, applied for the IPO of science and innovation board and was accepted; During the year, it participated in Guangzhou Yuexin, the only 12 inch wafer manufacturing enterprise in Guangzhou and Dawan District, and core Yaohui, a chip design IP R & D enterprise; In addition, Gansu Shangfeng Cement Co.Ltd(000672) has also set up China building materials (Anhui) new materials industry investment fund with 14 units, including China state-owned enterprise mixed ownership reform fund, national manufacturing transformation and upgrading fund, China building materials, Anhui Conch Cement Company Limited(600585) and Hefei construction investment.
In fact, in the cement industry, transformation routes like Gansu Shangfeng Cement Co.Ltd(000672) are not uncommon.
On August 30, 2021, Anhui Conch Cement Company Limited(600585) reached an equity transfer agreement with its brother company conch investment to acquire 100% equity of conch new energy held by the latter and set foot in the photovoltaic power generation business. In January this year, Anhui Conch new energy Co., Ltd. underwent industrial and commercial changes, and the registered capital increased from 500 million yuan to 5 billion yuan, an increase of 900%, which shows the ambition of developing new energy. Anhui Conch Cement Company Limited(600585) said that at present, the company's photovoltaic power generation is 180MW, which is expected to reach 700MW next year. It will realize the full coverage of photovoltaic power plants as soon as possible. In the future, it will continue to increase the proportion of new energy, build energy storage projects in places with large price difference between peak and valley power, and build wind power projects if conditions permit.
In June 2021, Guangdong Tapai Group Co.Ltd(002233) released the investment plan of distributed photovoltaic power generation and energy storage integration project, which plans to use the plant areas and mining areas of subordinate companies to build photovoltaic and energy storage power stations, with a total investment of 1.339 billion yuan. Among them, the investment of Jiaoling regional project is 1.28 billion yuan. It is preliminarily planned that the total installed capacity of photovoltaic power generation is 220mwp and the energy storage capacity is 45mw-151mwh.
Jiangxi Wannianqing Cement Co.Ltd(000789) said in the interaction with investors that the construction of photovoltaic power generation projects in some production bases has been started as early as 2020. With the implementation of the dual control policy of energy consumption, the construction of photovoltaic power generation projects will be accelerated. In January 2021, the 500kW distributed roof photovoltaic power station of Shangyou Jiangxi Wannianqing Cement Co.Ltd(000789) new material company was successfully incorporated into the State Grid for operation.
