Since 2022, the three energy companies have increased their focus on renewable energy, with solar photovoltaics, energy storage services, EV charging and electric bus sales and green electricity sales as the main business axes, and began to officially turn profitable in the third quarter of last year, and are expected to re-submit applications for IPO this year, and continue to deepen the construction plan of integrated energy storage, green power trading platform and other types of renewable energy power plants in the future to maintain market competitive advantages.
In terms of the energy mix of the three regions, the revenue of solar photovoltaics, energy storage services, EV charging services and Model T electric bus sales in 2023 will account for % and 11%, respectively.
According to the three energy sources, the three energy construction sites cover fishery and power symbiosis, ground type, and rooftop type, with a total power generation of 378MW, of which from the second half of 2023, including the ground-based solar photovoltaic in Pingtung area and the fishery and electricity symbiosis in Tainan, the two major benchmark project sites will be successively connected to the grid and commercialized, pushing up the total power generation capacity by about 108 by 202318MW, currently planning 7MW in Tainan and 24MW in Pingtung in the second quarter of this year, and 10 in Tainan in the fourth quarter of this yearThe 5MW rooftop case site is expected to be connected to the grid one after another, further increasing the momentum of the solar photovoltaic business.
Secondly, in terms of energy storage services, the three energy companies continue to complete the construction of existing project sites, strive to increase development performance, and wait for Taipower to open new applications in the future, and a total of 15MW has been officially launched by the end of 2023, with an average implementation rate of 99 so far89%, and in order to ensure that the needs of Taipower's immediate response are met, and to implement 24-hour security monitoring of each case site, the three energy companies have set up an instant war room in Kaohsiung Head Office as the main force of intelligent power dispatch.
The Ministry of Communications promotes the strategic development of "electrification and carbon-free transportation", aiming to electrify urban buses and official vehicles by 2030 and passenger cars and locomotives by 2040, driving the huge potential of charging pile market construction.
In 2023, 51 stations have been set up in Taiwan, including 37 fast charging stations and 14 slow charging stations, with a total of 182 charging guns, with 30,000 members, accounting for 80% of CCS electric vehicle owners. And work with well-known construction projects to expand services to home charging, including a total of 16 construction projects under Farglory Group, with good momentum for the overall operation of the stack.
It is expected that in the future, with the strong momentum of its solar photovoltaic, energy storage services, EV charging and electric bus sales businesses, the overall operation of the three energy companies has officially turned profitable in the third quarter of 2023, and it is optimistic that the results of each business layout are expected to continue to expand this year, and promote the company's future operations to move towards a profitable growth track.
In order to create a good development of the medium- and long-term operation of energy in the three places, improve the integration of business resources, seize the green energy business opportunities of the RE100 Global Renewable Energy Initiative, enter the green energy electricity sales market through the subsidiary "Monster Power in the Three Places" and obtain the electricity sales license, and actively sign transfer contracts (CPPA) with various large and small enterprises as the goal, the large enterprises currently approached cover a variety of industries, such as finance, technology, electronics, steel, chemicals, construction, boutiques, food retail department stores and chain sports brands. and more than 20 small and medium-sized enterprises.
First image**: Three places of energy).