以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。

数据新鲜度群聊 07-14 ✓卖方 07-14 ✓Wrap 断档15天 ✕News 07-15 ✓X 断档12天 ✕页面生成 07-15

Renewable PPAs

6 atoms · 跨 1 天 · 首见 2026-06-12 · 最近 2026-06-12

三色: 🟦 fact 3 · 🟥 take 3 · stance ▲3/▼0/◆3

来源: 卖 6

时态: fresh:6

标签: 好数字:6 · 好观点:1

2026-06-12 · At 15x EV/EBITDA, value creation potential
At 15x EV/EBITDA, Renewable PPAs have a value creation potential of $1.00/watt on a project costing $2/watt, which is a 50% net value creation on aggregate investment, or a >200% value creation on the equity portion of the investment, assuming 80% leverage.
tags: 好数字·好观点 · → daily
value: qty=$1.00/watt
2026-06-12 · Net value creation per gigawatt ($m)
Renewable PPAs have a net value creation per gigawatt of $1,000m.
tags: 好数字 · → daily
value: qty=$1,000
2026-06-12 · Net value creation as a % of equity invested
Renewable PPAs have a net value creation as a % of equity invested of 250%.
tags: 好数字 · → daily
value: qty=250%

2026-06-12 · Cost/watt to build
Renewable PPAs cost $1.50-2/watt to build.
tags: 好数字 · → daily
value: qty=$1.50-2/watt
2026-06-12 · Unlevered FCF yield on capex
Renewable PPAs have an unlevered FCF yield on capex that varies, but 10% would be a typical level.
tags: 好数字 · → daily
value: qty=10%
2026-06-12 · Leverage potential
Renewable PPAs have a leverage potential of 80%+.
tags: 好数字 · → daily
value: qty=80%+

2026-06-12 · fact · Cost/watt to build · → daily
2026-06-12 · fact · Unlevered FCF yield on capex · → daily
2026-06-12 · fact · Leverage potential · → daily
2026-06-12 · forecast · At 15x EV/EBITDA, value creation potential · → daily
2026-06-12 · forecast · Net value creation per gigawatt ($m) · → daily
2026-06-12 · forecast · Net value creation as a % of equity invested · → daily