编者按:开山股份四大转型目标之一是致力于成为全球主要的地热新能源开发商和地热电站运营商,要实现这个战略目标,拥有支持可持续发展的资源是关键。此次收购主要位于苏门答腊大断层(俗称“苏门答腊地下火廊”)的7个地热区块,迈出了实现我们伟大理想的关键一步。
对于能源企业而言,拥有多少“矿”是家底是否厚实的重要标志。人们对传统的煤矿、油田是相对熟悉的,而对地热田则比较陌生,让我们类比煤矿,看看此次收购成功后,开山在印尼的“煤矿”有多大规模:根据公开资料,目前的技术水平生产1度电(1KWH)的煤耗是330克,也就是大约1公斤煤发3度电。如果开山股份在印尼开发全部的1250兆瓦(MW)资源,电站年运营时间是8000小时(h),每年生产的电力就是1000万MWH(100亿度电),生产同样多的电力每年需耗煤330万吨。用通俗但未必精准的话表述就是:开山股份即将在印尼拥有可年产标煤330万吨的大型煤矿。
在印尼、北美等地拥有如此规模不排放二氧化碳的大型“煤矿”,毫无疑问公司前景是激动人心的!
KS ORKA Renewables Pte. Ltd.(以下称“KSO”或“买方”)近日与Mehmet Emin Hitay先生(以下简称“卖方”)签署了股份收购协议,在满足协议规定的交割先决条件后,收购Inter Investment Pte. Ltd.公司100%的股权。交易价为6000万美元。
KS ORKA Renewables Pte. Ltd. (hereinafter referred to as ‘KSO’ or ‘the Buyer’) signed the Share Purchase Agreement with Mr. Mehmet Emin Hitay (hereinafter referred to as ‘the Seller’), to acquire 100% of the Shares of Inter Investment Pte.Ltd., subject to fulfillment of the Condition Precedents of the Closing. The Transaction Price is $60,000,000.
Inter Investment Pte. Ltd.在印尼持有7个地热区块(下称“项目”,共称“Hitay项目组合”)及相对应的7个项目公司。尾图是各项目所在地理位置。
Inter Investment Pte. Ltd. holds 7 geothermal concessions (hereinafter referred to ‘Projects’ and altogether as ‘Hitay’s Portfolio’) in Indonesia via different Project Companies. The Picture shows location of the Projects.
据卖方及卖方独立顾问对项目的评估,Hitay项目组合包括顶级地热处女田高温和两相系统,资源支持的发电潜力可达990MW。在2013-2017年,Hitay集团通过参与初期项目勘查(PSP),获得了以上项目的所有权——包括4个初期勘查+勘探(PSPE)准证,1个地热开发准证(IPB),及2个正在申请中的初期勘查+勘探(PSPE)准证。项目组合被列入印尼2021-2030年的《国家电力采购计划》(RUPTL)。
Per the Seller and the Seller’s third-party independent evaluation of the Projects, the Portfolio consists of top geothermal greenfield high temperature and binary systems, with a resource potential at 990 MW. The Projects were awarded to the Hitay Group through its Preliminary Survey (PSP) in 2013 to 2017. Currently Inter Investment Pte. Ltd. owns 4 PSP+E (Preliminary Survey + Exploration) Licenses, 1 IPB (Geothermal Development License) and 2 PSP+E Licenses under application. The Projects are included in Indonesia’s 2021-2030 Supply Business Plan (RUPTL).
根据协议规定,在交割后KSO需要替换项目公司开具给印尼能矿部节能和再生能源总局(EBTKE)的备用信用证(共计250万美元),相应的保证金退还给卖方。在项目成功投入商业运营后,KSO会根据各《购电协议》中明确的电价及项目大小,支付额外的奖金给卖方。
According to the Share Purchase Agreement, after the Closing, KSO will need to replace the existing Stand-by Letter of Credits (totaling $2,500,000) that the Project Companies had issued to EBTKE of the Ministry of Energy and cause the security deposits to be returned to the Seller. Upon successful commercial commissioning of the Projects, KSO will also pay the Seller additional bonuses according to the tariff and the size of the Unit(s) that the Power Purchase Agreements will specify.
KSO致力于持续为更绿色的能源结构做出贡献。此次收购让KSO建立起继Sorik Marapi及Sokoria(已投入运营及开发状态)项目后的中长期储备开发项目池,在印尼新能源领域深耕,目标在2021-2030年《国家电力采购计划》中规划的3355MW地热新增装机容量中占据重要一席。在交易完成后,KSO规划迅速投入部分项目的勘探和基础设施建设工作。
KSO commits to become a sustainable contributor to the greener energy-mix as stipulated by RUPTL 2021-2030’s targeting to an additional 3,355 MW geothermal installed capacity. This acquisition will further expand KSO’s footprint in the country, building the long-term pipeline to execute its incremental development methodology after the Sorik Marapi and Sokoria (in operation and/or development). After the Closing, KSO plans to start exploration and infrastructure facilities in some of the Projects.
KSO是开山集团股份有限公司(下称“开山”,于深交所上市)的控股子公司。开山是KSO地热电站的成套设备制造商及EPC承包商。开山拥有自主知识产权的模块电站机组包括蒸汽螺杆膨胀机、ORC螺杆膨胀机、ORC透平螺杆膨胀机等,可广泛适用于不同种类地热资源,提供“量体裁衣”式设计及高效、高可靠性发电解决方案,目前已在印尼(苏门答腊、Flores)、美国(内华达)、土耳其及匈牙利有实例应用。
KSO is a subsidiary of Kaishan Group Co., Ltd (hereinafter referred to as ‘Kaishan’, listed in Shenzhen Stock Exchange), the manufacturer and supplier of the power generation facilities of KSO. Kaishan’s patented modular power plant units (steam screw expander, ORC screw expander, ORC turbine expander) are well-adapted to different type of heat sources, offering the tailor-designed and optimum power-generation solution with the best-practice efficiency and reliability, with existing applications in Indonesia (Sumatra and Flores), US (Nevada), Turkey and Hungary.