Securities code: Shanghai Nenghui Technology Co.Ltd(301046) securities abbreviation: Shanghai Nenghui Technology Co.Ltd(301046) Shanghai Nenghui Technology Co.Ltd(301046)
Demonstration and analysis report on the scheme of issuing convertible corporate bonds to unspecified objects
May, 2002
Section I background and necessity of this issuance
Shanghai Nenghui Technology Co.Ltd(301046) (hereinafter referred to as " Shanghai Nenghui Technology Co.Ltd(301046) " and "the company") is a company listed on the gem of Shenzhen Stock Exchange. In order to meet the needs of business development and further enhance capital strength and profitability, the company plans to issue convertible corporate bonds (hereinafter referred to as "convertible bonds") to unspecified objects. In accordance with the company law of the people's Republic of China (hereinafter referred to as the "company law"), the securities law of the people's Republic of China (hereinafter referred to as the "Securities Law"), the measures for the administration of securities issuance and registration of companies listed on the gem (for Trial Implementation) (hereinafter referred to as the "administrative measures") and other relevant laws, regulations and normative documents, Prepared the demonstration and analysis report of Shanghai Nenghui Technology Co.Ltd(301046) issuing convertible corporate bonds to unspecified objects.
1、 Background of this securities issuance
(I) the company has rich experience in scheme design, investment and operation of photovoltaic power stations
Since its establishment, the company has always focused on the field of new energy and participated in the preliminary planning and technical research of several distributed photovoltaic power stations. At the same time, the company actively seeks investment opportunities for high-quality distributed photovoltaic power stations. At present, the company has 12 self-supporting distributed photovoltaic power stations. At the same time, taking self-supporting power stations as a pilot, the company has built a power station operation and maintenance platform combined with Internet, database and other technologies.
In 2013, the company invested in two " Dongguan Golden Sun Abrasives Co.Ltd(300606) " demonstration projects of Cecep Solar Energy Co.Ltd(000591) photovoltaic power generation project of Zhuhai Xinqing Science and Technology Industrial Park and Cecep Solar Energy Co.Ltd(000591) photovoltaic power generation project of Zhuhai Jiantai industrial park with the wholly-owned subsidiary Zhuhai Chuangwei new energy Co., Ltd. and the parent company as the main investors respectively; Since 2017, the company has provided 48.28mw design work for the photovoltaic power generation project of Shanghai Lingang Holdings Co.Ltd(600848) Hongbo New Energy Development Co., Ltd., which is the first loan project of the BRICs Development Bank in China and the first batch of loan projects of the BRICs New Development Bank; In May 2018, xinfeiyuan and jinxiyuan roof distributed photovoltaic power station projects of Shanghai dongkai Real Estate Co., Ltd. invested by the company were successfully grid connected and accepted. At present, the project is a full grid connected roof photovoltaic power station project with large single capacity in Shanghai. In addition, the company also invested and operated high-quality distributed photovoltaic power station projects such as Shanghai Hanbell Precise Machinery Co.Ltd(002158) Xingta plant distributed photovoltaic power generation project, Zhuhai Linyin construction Cecep Solar Energy Co.Ltd(000591) photovoltaic power generation project, Zhuhai Saina Printing Technology Co., Ltd. distributed photovoltaic power generation project and so on.
Some benchmark distributed photovoltaic power station projects of the company are as follows:
Project name business type project site picture project introduction
Zhuhai Xinqing Industrial Park is a national Dongguan Golden Sun Abrasives Co.Ltd(300606) demonstration Cecep Solar Energy Co.Ltd(000591) photovoltaic power station operation project. When completed, it is one of the largest distributed photovoltaic power generation projects in Guangdong Province.
The project is the first loan project of BRICs Development Bank Shanghai Lingang Holdings Co.Ltd(600848) Hongbo new energy and its bank in China. The power project of Energy Development Co., Ltd. is also the first batch of loan projects of photovoltaic power generation project design business of BRICs new development bank. The company has completed the design of 48.28mw of the project.
Shanghai dongkai Real Estate Co., Ltd. has a full online roof photovoltaic Xiyuan roof distributed service power station project with large single capacity compared with xinfeiyuan and Jinyuan power stations of limited companies in Shanghai.
Photovoltaic power station project
(II) the company has significant technical advantages in the field of distributed photovoltaic
After exploring and accumulating experience in the field of distributed photovoltaic power station, the company has formed a series of core technologies with market competitiveness in the overall scheme design, monitoring, operation and maintenance of distributed photovoltaic power station.
In the field of distributed photovoltaic overall technical scheme, the company conducts on-site investigation on power consuming enterprises and collects technical data, and carries out calculation and technical analysis on photovoltaic module system scheme, bearing capacity analysis, power consumption, transformer capacity matching and so on according to region, plant roof building structure, enterprise power load curve, enterprise production shift mode, enterprise equipment operation hours, transformer size, conversion efficiency, etc, The overall technical scheme of the distributed photovoltaic power station with the best economy is obtained, which provides scientific guidance for the owner's investment and their own investment and operation of the power station.
In the field of power station monitoring and operation and maintenance, the power station operation and maintenance platform built by the company can monitor the real-time operation data and on-site situation of the power station, count the operation data, visually present the on-site operation status of the power station, and transmit the data in real time on the power station operation and maintenance platform and the mobile app of operation and maintenance personnel, which improves the reliability and accuracy of power station operation and maintenance, and realizes the effect of improving operation and maintenance efficiency and reducing operation and maintenance cost.
(III) the rules and policies of various departments have established a good development environment for the development of the industry, and distributed photovoltaic has expanded rapidly
Since the strategic goal of "carbon peak and carbon neutralization" was put forward, national ministries and commissions have successively launched a series of industry top-level design and industrial policies to guide the sustainable and healthy development of photovoltaic industry.
Document name release time relevant contents of issuing authority
The guiding opinions on accelerating the establishment and improvement of a green and low-carbon circular development economic system, promoting the improvement of a green and low-carbon cycle, the State Council's comprehensive green transformation of economic and social development, promoting the green and low-carbon transformation of the economic system of energy and environmental development, and improving the utilization of renewable energy on February 22, 2021, Vigorously promote the development of wind power and photovoltaic power generation.
The people's Republic of China will accelerate the development of non fossil energy, adhere to the simultaneous development of centralized and distributed national economy and social style, and vigorously improve the scale of wind power and photovoltaic power generation. On March 13, 2021, the State Council will accelerate the development of distributed energy in the East and middle part of the country, orderly develop offshore five-year plan and wind power in 2035, and build a number of projects According to the outline of the long-term vision of the base year for clean energy with multi energy complementarity, the proportion of non fossil energy in total energy consumption has increased to about 20%.
The notice on submitting to the whole county clearly proposing that the whole county should promote the construction of distributed light (city, district) roof sub national energy volts, emphasizing that the distributed photovoltaic "should be fully connected" distributed photovoltaic development test Bureau and "should be built as much as possible" on June 20, 2021, and pointing out that the "whole county promotion" is a real point scheme is now in effect "Carbon peaking, carbon neutralization" and Rural Revitalization are important measures of the two major national strategies.
On achieving the goals of carbon peaking and carbon neutralization completely and accurately, it proposes to build a green, fully implement the new development color and low-carbon circular development economic system, improve the concept of energy utilization, do a good job in carbon peaking, improve the efficiency of the CPC Central Committee, increase the proportion of non fossil energy consumption and reduce the carbon dioxide neutralization work of the State Council on October 24, 2021 Improve the carbon sequestration capacity of the ecosystem, and ensure the realization of carbon peak and carbon neutralization on schedule.
We will deepen the application of renewable energy in buildings and promote the integrated application of photovoltaic power generation to buildings by October 26, 2021. By 2025, the renewable energy substitution rate of the State Council will reach 8% on the date of the urban peak action plan, and new public institution buildings The photovoltaic coverage rate of the roof of the new plant shall strive to reach 50%.
We will vigorously develop non fossil energy, comprehensively promote wind power and solar power, and give priority to the large-scale development and high-quality development of solar power generation in modern countries during the 14th five year plan. On January 29, 2022, the Reform Commission and the State Council will develop and utilize locally and nearby, and accelerate the construction of decentralized wind power and distributed photovoltaic power in load centers and surrounding energy bureaus, Promote the application of low wind speed wind power technology.
The national development and Reform Commission gives priority to supporting roof distributed photovoltaic power generation in rural areas. The national energy administration has closed the connection of national development power and biomass power generation such as biogas power generation to improve energy green. On January 30, 2022, the Reform Commission, the State Grid and power grid enterprises should give priority to purchasing their power generation. The National Energy Administration of low-carbon transformation system encourages the use of rural energy The land suitable for decentralized development of wind power, photovoltaic power generation and policy measures in the region, and explore unified planning, decentralized layout
Document name release time relevant contents of issuing authority
Investment and operation mode of renewable energy projects based on Agricultural enterprise cooperation and benefit sharing
As shown in the above table, at present, China is in a critical period of energy structure transformation. The government attaches great importance to the development of new energy industry, has issued a series of supporting policies and defined the industry development objectives. The development prospect of China's photovoltaic industry is huge.
With the support of industrial policies, the new installed capacity of China's photovoltaic industry has shown a rapid growth trend. According to the road map for the development of China's photovoltaic industry (2021 version), the new installed capacity of China's photovoltaic industry in 2021 was 54.88gw, a year-on-year increase of 13.9%, of which the installed capacity of distributed photovoltaic was 29.28gw, accounting for 53.4% of the total new installed capacity of photovoltaic power generation, accounting for more than 50% for the first time.
2、 Necessity of implementation of this issuance
(I) comply with the development trend of photovoltaic power generation industry and actively respond to the strategic goal of "carbon peaking and carbon neutralization"
On September 22, 2020, Xi Jinping General Secretary proposed in the UN General Assembly that China would enhance its national independent contribution, adopt more powerful policies and measures, strive to reach the peak of carbon dioxide emission by 2030 and strive to achieve carbon neutrality by 2060.
Under the goal of "carbon peaking and carbon neutralization", the transformation of China's energy structure is imminent Cecep Solar Energy Co.Ltd(000591) has the characteristics of large reserves, permanence, cleanness, pollution-free, renewable and local availability. It has become one of the best energy options available at present. At the same time, with the continuous improvement of the technical level of China's photovoltaic industry, the cost of power generation continues to increase
