#ASPS #ThanHoon-Asia Plus Securities or ASPS states that the government has decided to purchase electricity from 3 types of renewable energy, including biogas, wind power, solar energy. The total purchase amount is approximately 5.2 thousand megawatts. At the moment, it is still open for those interested in offering electricity until November 25, 2022. The list of selected applicants is expected to be published by March 15. in 2023 and the start of COD in 2024 onwards, this issue is a positive sentiment for the power plant sector in the long term. most entrepreneurs have paid attention and participated in the request to sell electricity this time
However, at this stage it is not possible to specify in detail. The group of power plants studied by the research department has a commercial operating capacity (COD) of approximately 33,000 megawatts, divided into 1) thermal power plants. (Conventional energy) approximately 24,000 megawatts (72.5% of current COD capacity)
and 2) renewable energy power plants of approximately 9.2 thousand MW (27.5% of the current COD capacity), which is expected to open for the purchase of such 5.2 thousand MW of electricity. It will increase the total COD capacity of power plants by 15.6% from the original to 39,000 MW. And renewable power plants will increase by 56.7% from the original to 14,000 megawatts. As a result, the share of electricity generation capacity from renewable energy plants increased to 37% from 28%.
Research Department Evaluate whether the issue fuels the power plant group Come back to shine again by GULF, GPSC, BGRIM and GUNKUL stocks.
