Zhengbang Liaoning recruitment

Zhengbang Technology replied that the project was mainly invested and built by the State Power Investment Corporation in the early stage, and Zhengbang Technology will collect rent by renting the roof, which does not involve capital outflow, with the aim of accelerating cash withdrawal and revitalizing assets. However, according to the current case of public bidding, even if Zhengbang Technology uses all the roofs and land for photovoltaic power generation, its annual rental income may be less than 300 million yuan, which is a drop in the bucket compared with the company's debt scale.

At present, Mu Yuan Stock Company, New Hope Company and Tianbang Food Company are all involved in photovoltaic projects, trying to achieve economic and social benefits. However, from the perspective of economic benefits, some insiders believe that the photovoltaic income of pig farms is not proportional to the breeding benefits, and it is more a concept hype.

Zhengbang Technology "only accepts rent and does not pay"

Zhengbang Technology recently disclosed that it has signed a cooperation agreement with Zhejiang Branch of State Power Investment Group Co., Ltd. (hereinafter referred to as "State Power Investment"). The State Power Investment Corporation will make a unified plan for science and technology land and energy in Zhengbang, speed up the industrial layout of photovoltaic, wind power and comprehensive smart energy, and strive to build an ecological photovoltaic, wind power, distributed and centralized comprehensive smart energy of about 65.438+million kilowatts within three years, with an estimated total investment of about 40 billion yuan.

The two sides will promote the implementation of distributed solar photovoltaic power generation, and promote the mode of complementary agriculture and light and building photovoltaic integration. The State Power Investment Corporation provides clean energy power for Zhengbang Technology, and adopts the mode of "spontaneous self-use and surplus power connected to the Internet". Zhengbang Technology supports the investment and layout of Guodian Investment in new technology industries such as agriculture, photovoltaic, wind power and comprehensive smart energy, gives priority to screening roof resources such as ecological energy land and farms, and signs a roof lease agreement with Guodian Investment.

Zhengbang Technology, with a loss of 202 1 loss1881900 million yuan, has obvious performance pressure and financial pressure. By the end of 20021,the asset-liability ratio of Zhengbang Technology was 92.6%, and the total balance of monetary funds was 5133 million yuan, a year-on-year decrease of 60.65%, of which the restricted monetary funds were 3.298 billion yuan, an increase of 147.6 1%. On June 8, 2022, Zhengbang Technology disclosed that due to the shortage of liquidity, some commercial bills were overdue, and the overdue balance totaled 542 million yuan.

Many pig companies are involved in photovoltaic power generation.

Zhengbang Technology is not the only pig-raising enterprise that wants to reap economic and social benefits with photovoltaic projects.

On May 30, 2022, "Pig Boss" Mu Yuan responded to investors that the company built distributed photovoltaic power generation projects on the roofs of pig houses and slaughterhouses to "optimize the energy use structure and improve the level of green development". At present, the subsidiary Neixiang Muyuan Meat Photovoltaic Project has been put into operation.

According to the social responsibility report of Mu Yuan joint-stock company in 2002 1 year, the annual power generation of meat photovoltaic project in Neixiang Mu Yuan is about 59 1 000 kW·h, which is equivalent to reducing the burning of11,970 tons of standard coal every year. In 2022, the company plans to install 50MW distributed photovoltaic power generation facilities. After the project is completed, the annual power generation can reach 50 million kW·h, which can save standard coal10.67 million tons and reduce greenhouse gas emissions by 296.5438+0.00 million tons of carbon dioxide equivalent.

New Hope is also a pig-raising enterprise that laid out photovoltaic power generation earlier in the industry. The CSR report of 20021shows that the introduction of solar energy projects by New Hope Yishui Branch saves 480 tons of standard coal a year. The Qianxi River in Beijing, Qianxi River in Liaoning and Qianxi River in Hebei have respectively added solar photovoltaic power generation facilities, with a total annual power generation of 3.79 million kW h.

In addition to Mu Yuan and New Hope, Tianbang Food also signed a strategic cooperation agreement with Jiangsu Electric Power Co., Ltd., a national energy group, in April this year. Zhang Banghui, founder of Tianbang Food, said at the scene that photovoltaic power generation can make full use of the company's pig farm roofs and other resources, while reducing the cost of electricity, especially the company's Fuyang Linquan factory is the largest comprehensive slaughter and processing base in Asia, with huge energy consumption.

Wen's shares also replied to investors on May 3 1 that the company had carried out pilot projects in the early stage to promote photovoltaic power generation projects such as rooftop photovoltaic power generation and complementary agriculture and light, and now a photovoltaic project working group has been set up, "not participating in the green power industry at present". Tang Renshen, another listed pig enterprise, said on the interactive platform on June 20 that photovoltaic power generation equipment has been installed on the roofs of some pig farms of Longhua, a subsidiary, and has been running. At present, the company is initially negotiating with energy units to revitalize idle resources on the roof.

According to Liu Xiaodong, the investment partner of Iger Industry, photovoltaic projects in large pig farms were rare in the past, with only a few pilot projects. From the enterprise's point of view, although pig farms consume energy, the cost of electricity is relatively small, not a great cost, and pig breeding itself is a heavy asset investment. Self-built photovoltaic projects undoubtedly increase the investment of assets and have no obvious benefits, so pig-raising enterprises generally do not take the initiative to do it, and need certain economic incentives, such as renting idle roofs to collect rent and sharing power generation income with power companies.

Rental income is "disproportionate" to the income from raising pigs.

Excluding the benefits of power saving and carbon emission reduction, how much benefit can renting a roof for photovoltaic power generation bring to pig enterprises?

The announcement of winning the bid for the distributed photovoltaic project on the roof issued by China Government Procurement Network shows that the winning bid price for the roof rent of one project is 2.8 yuan/m2/year, and the land rent of another project for 20 years is 500 yuan/mu/year. According to the news of National Energy Network in February this year, Zhejiang New Energy Co., Ltd., the State Power Investment Group, won the bid for the pilot construction project of roof distributed photovoltaic development in Longnan City, Jiangxi Province, and the rental price was quoted as 4 yuan/m2/year.

Unlike most pig-raising enterprises, which only use roof resources to collect rent, Tongwei, a feed enterprise, entered the photovoltaic industry through the acquisition of Yongxiang and Tongwei new energy sources on 20 15, and combined underwater aquaculture with photovoltaic power generation to launch the project of "integration of fishing and light". By the end of 20021,48 photovoltaic power stations with integrated fishing and light have been built, with an annual settlement of 3.09 billion kWh. However, as early as the 2020 financial report, Tongwei shares reminded that photovoltaic power generation has fully entered the era of parity, and the company will gradually realize the large-scale layout of "fishing and light integration" around the cost target.

"I don't think it is standard to build photovoltaics in pig farms." Liu Xiaodong said that compared with economic benefits, photovoltaic panels are operational power generation facilities, and the volatilization of pig manure may have a certain corrosive effect on photovoltaic panels, increasing the operating costs of photovoltaic enterprises. The waste water and waste liquid produced by cleaning photovoltaic panels may have a certain impact on the environment and operation of pig farms. "How much electricity can you send a year? How much can the rent be? The benefit of photovoltaic construction in pig farms is out of proportion to the benefit of breeding. I think it's more about gimmicks and conceptual hype. "

Editor Zhu Fenglan

Proofread Liu Baoqing