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电投能源(002128.SZ)：目前自备电厂火电、风电、光伏装机285万千瓦，完全可以匹配电解铝需要电力

Power Investment Energy (002128.SZ): Currently, self-owned power plants have 2.85 million kilowatts of thermal power, wind power, and photovoltaics, which can fully match the electricity requirements of electrolytic aluminum

Gelonghui Finance ·  May 8 05:38

On May 8, 2024, Gelonghui Power Investment Energy (002128.SZ) held a performance briefing on May 8, 2024 to discuss “Can the combined power generation of 1.8 million kilowatts of electrolytic aluminum power plants, 900,000 kilowatts of wind power, and 150,000 kilowatts of photovoltaics fully match the electricity required by electrolytic aluminum? Do I need to buy electricity from outside? Can the electricity cost of electrolytic aluminum be reduced after adding green electricity? How much has it dropped?” The company replied that it currently has 2.85 million kilowatts of thermal power, wind power, and photovoltaics installed at its own power plant, which can fully match the electricity requirements of electrolytic aluminum, and there are surpluses. Only when two 300,000 grade units are serviced or shut down at the same time, 200,000 backup electricity from the power grid is used to purchase a small amount of grid electricity. Currently, the cost of green electricity supplied by self-owned power plants is far lower than the cost of thermal power supply. Prioritizing the use of green electricity can reduce electricity costs.

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