CRESS The New Catalyst For Energy Sector
CRESS The New Catalyst For Energy Sector
The bank noted that commercial and industrial order boosts for Engineering, Procurement, Construction, and Commissioning (EPCC) players are expected as the CRESS initiative progresses. This development could attract more independent power producers and green energy power producers, offering them the ability to negotiate direct pricing for green electricity, thereby increasing the adoption of green energy.The power sector shows a promising outlook with significant growth opportunities due to the introduction of the Corporate Renewable Energy Supply Scheme (CRESS), according to a report by RHB Investment Bank (RHB) today.
根據RhB投資銀行（RHB）今天的一份報告，由於企業可再生能源供應計劃（CRESS）的推出，電力行業前景樂觀，增長機會巨大。
RHB upgraded the sector from UNDERWEIGHT to OVERWEIGHT, maintaining a positive stance due to the Government's initiatives and projected increases in renewable energy (RE) capacity. The CRESS programme, set to begin after the Large-Scale Solar 5 (LSS5) concludes, is expected to commence next year, fostering a more liberal and competitive power market.
由於政府的舉措和可再生能源（RE）產能的預計增長，RHb將該行業從減持上調至增持，保持積極立場。CRESS計劃定於大規模太陽能5（LSS5）結束後啓動，預計將於明年啓動，從而促進更加自由和更具競爭力的電力市場。
The scheme allows corporate firms to source RE directly from generators, enhancing flexibility and helping companies meet ESG targets. TNB's transmission and distribution business is likely to remain neutral in the near term but may benefit from increased RE input in the longer run, potentially boosting regulated earnings through higher capital expenditure in transmission and distribution assets.
該計劃允許企業直接從發電機採購可再生能源，從而提高靈活性並幫助公司實現ESG目標。TNB的輸電和配電業務可能會在短期內保持中立，但從長遠來看，可能會受益於可再生能源投入的增加，這有可能通過增加輸電和配電資產的資本支出來提高受監管的收益。
The bank noted that commercial and industrial order boosts for Engineering, Procurement, Construction, and Commissioning (EPCC) players are expected as the CRESS initiative progresses. This development could attract more independent power producers and green energy power producers, offering them the ability to negotiate direct pricing for green electricity, thereby increasing the adoption of green energy.
該銀行指出，隨着CRESS計劃的進展，預計工程、採購、施工和調試（EPCC）參與者的商業和工業秩序將得到提振。這一發展可以吸引更多獨立的電力生產商和綠色能源發電生產商，使他們能夠就綠色電力直接定價進行談判，從而提高綠色能源的採用率。
The announcement of the CRESS guidelines in September aligns with the Government's aspirations to increase RE capacity from the current 26% (10.6GW) to 40% by 2035 and 70% by 2050. RHB's top picks in the sector include Tenaga Nasional (TNB), YTL Power, and Samaiden Group, which are poised to benefit from the growing emphasis on renewable energy and the liberalisation of the power market.
9月份公佈的CRESS指導方針符合政府的願望，即到2035年將可再生能源產能從目前的26％（10.6吉瓦）提高到40％，到2050年提高70％。RHB在該領域的首選包括Tenaga Nasional（TNB）、YTL Power和Samaiden集團，它們有望從對可再生能源的日益重視和電力市場的自由化中受益。
RHB highlighted that the CRESS initiative would positively impact solar EPCC players by boosting their commercial and industrial orders, contributing to a more competitive and sustainable power industry. The ongoing reforms and introduction of the CRESS scheme signify a progressive step towards a more liberalised power market, benefiting both consumers and producers in the long run.
RhB強調，CRESS計劃將通過提高太陽能EPCC參與者的商業和工業訂單，爲更具競爭力和可持續的電力行業做出貢獻，從而對太陽能EPCC參與者產生積極影響。正在進行的改革和CRESS計劃的引入標誌着向更加自由化的電力市場邁出了漸進的一步，從長遠來看，這將使消費者和生產者都受益。
譯文內容由第三人軟體翻譯。
