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协合新能源(0182.HK)与泰康共同设立18亿新能源投资基金

香港智远权证网2025年12月4日 00:00
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近日,协合新能源集团及旗下协合资管,携手泰康,共同发起设立18亿人民币新能源投资基金,该基金将致力于积极开发、投资优质新能源项目,通过创新资本合作,积极拓展商业运营模式。

从“投资运营”到“投资运营+专业管理”:双轮驱动拓展业务模式

协合新能源作为领先的绿色电力开发与运营商,在运电站容量超过5GW,拥有近二十年项目开发、建设与运营管理经验。本次发起设立基金,是公司在电站投资运营主业基础上,积极拓展资产管理业务、提升资金使用效率的重要战略举措。

基金将主要投资于包括风电、光伏、储能在内的新能源电站项目。通过该平台,协合新能源将由原来单一的“电站投资运营商”,向“运营商+专业资产管理”双重角色升级。公司将在持续夯实电站运营主业的同时,系统输出其在项目评估、建设管控与电站运营方面的成熟经验,为基金提供行业洞察和专业服务,保障资质质量和收益稳定。这一模式不仅有助于提升公司资金使用效率,还将进一步拓宽公司盈利来源,实现从发电业务收入向管理服务与资本收益的多元拓展,也为其长期可持续发展构建了更加稳健的商业模式。

长期资本与稳健资产的战略协同

保险资金规模大、周期长、追求稳定回报的特性,与新能源电站资产运营期长、现金流稳定的特质高度匹配,为本次合作奠定坚实基础。

对于泰康:本次投资是在国家“双碳”战略方向上的一次重要配置,获得了高度匹配的优质底层资产,实现了保险资金支持实体经济与获取长期稳定收益的双重目标。

对于协合新能源:该基金标志着公司在电站运营主业的基础上,进一步拓展了资产管理业务模式,以专业的电站运营管理能力为“杠杆”,实现增长模式与价值创造的双重提升。

专业分工,构建共赢生态

本次合作融合了产业与金融领域的专业经验:

协合新能源及旗下协合资管作为产业基石,提供近20年的行业经验,以及实践验证的项目评估体系、技术标准,奠定资产质量基础,保障项目运营及现金流稳定。

泰康作为资本基石,提供长期、稳健的资金支持,与新能源资产特性实现匹配,并通过金融领域的专业经验,强有力的促进保险资金与实体经济的强力融合。

这一“产业+金融+专业管理”的组合,将形成一个良性循环的共赢生态,共同推动新能源产业的高质量发展。

展望

该基金的设立,是新能源领域资本与产业合作模式的创新,它预示着新能源产业正在积极拓展资本与运营高效分离、专业分工的新模式。未来,基金将快速推进投资布局,为能源结构的绿色转型注入新的动能与活力。

免责声明:本网站提供的信息仅供教育和参考之用,不应视为财务或投资建议。

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