In recent years, various capital has entered the new energy sector, including state-owned assets. Recently, Lingang Hongbo under Shanghai Lingang Holdings and GCL System Integration Technology announced that the two sides will deepen cooperation in the direction of enterprise digital carbon footprint and green supply chain.
"Lingang Hongbo mainly focuses on the positioning of the zero-carbon park smart energy integration solution platform, providing zero-carbon energy planning consulting, supply transformation, and comprehensive management services for zero-carbon park construction." According to Ding Qitao, deputy general manager of Shanghai Lingang Hongbo, on the energy supply side, it can provide a package of services for "investment-construction-operation-management" of distributed energy. Based on the industrial type and energy characteristics of industrial and commercial parks, personalized energy use solutions are customized for owners, and application scenarios mainly focus on high-energy-consuming factories or parks, new energy charging stations, and data centers.
Ding Qitao said that in factories or parks, it can provide users with a "photovoltaic + energy storage" microgrid solution, which is conducive to reducing users' electricity costs and improving photovoltaic consumption capacity. At present, it has good practical effects in the fields of transportation, semiconductors, high-end manufacturing, data centers, biomedical, new energy vehicles, and logistics industry.
"Lingang Hongbo's business in Shanghai accounts for 30% of the overall, reaching 90% in the Yangtze River Delta, and there are also layouts in the Greater Bay Area and Beijing surrounding areas." Ding Qitao said that the current business sectors mainly focus on Shanghai, and will further expand the regional markets of Zhejiang, Jiangsu, Guangdong and other areas.
"Our cooperation mode is relatively flexible and diverse, including equity cooperation, service cooperation, etc." Ding Qitao revealed that in the past few years, Lingang Hongbo has achieved scale in the Yangtze River Delta, but in the current asset structure, the proportion of heavy assets has not reached the established standards. In addition to normal business development, the next step will continue to pay attention to the merger and acquisition market.
"There are not too many requirements for the scale of symbols. For example, for photovoltaic power stations, it is necessary to ensure that the investment has a basic marketized rate of return, and pay more attention to potential risks, including production and operation risks and the economic stability of the location." Ding Qitao said that investments in the Yangtze River Delta and surrounding areas of Jiangsu, Zhejiang, and Shanghai all meet the above standards, and in the future, he will continue to pay attention to assets that can be invested in photovoltaic power stations and energy storage in the Yangtze River Delta and the Greater Bay Area.
In addition to parks and factories, Ding Qitao said that Lingang Hongbo is also providing light storage charging solutions for new energy charging stations to solve the problem of user transformer capacity overload and the impact of high-power charging piles on the grid; and building light storage systems in data centers to reduce user electricity costs while providing additional energy when the grid supply is insufficient or faulty, thereby improving power supply reliability.