Core Viewpoint - The signing of a contract between GCL-Poly Energy (002015) and Indonesia's PLN IP marks a significant milestone in the company's "going global" strategy and the construction of its "energy service" ecosystem [1] Group 1: Company Strategy - The project supports the company's transformation from a domestic green energy operator to a global energy technology service provider [1] - The initiative aims to provide efficient, green, and high-quality energy technology services for overseas energy assets [1] Group 2: Market Impact - National-level projects are expected to create scalable and traceable green power assets, laying a solid foundation for exploring new capitalizations of energy assets [1] - The future potential to convert revenue rights and carbon assets into digital rights is highlighted, which could innovate financing models [1] Group 3: Digitalization Strategy - The project aims to establish a closed loop connecting "energy assets - digital assets - financial assets," empowering the overall digital energy strategy of the company [1]

Core Points - The company is progressing with the construction of the Jiande pumped storage project, which has a total installed capacity of 2400 MW [2] - The Jiande pumped storage power station is included in the national "Pumped Storage Medium and Long-term Development Plan (2021-2035)" as a key implementation project [2] - The project has also been incorporated into Zhejiang Province's "14th Five-Year Plan" for energy development and has received approval from the Zhejiang Provincial Development and Reform Commission [2] - The construction is advancing steadily according to the established milestones [2]

Group 1 - Company will participate in the "2025 Wuxi Listed Companies Investor Collective Reception Day" to enhance interaction with investors [1][2] - The event is scheduled for November 4, 2025, from 15:30 to 17:00, and will be conducted online [2] - Company executives will communicate with investors regarding their concerns during the event [2] Group 2 - Company received notification from its controlling shareholder, Shanghai Qichen Enterprise Management Co., Ltd., regarding the release of part of its pledged shares [3] - Before the release, Shanghai Qichen held 693,413,333 shares, representing a portion of the total share capital of 1,623,324,614 shares [3][5] - The controlling shareholder and its concerted actors' pledged shares have been detailed, indicating no immediate risk of forced liquidation [5][6] Group 3 - The controlling shareholder, Shanghai Qichen, transferred 335,176,285 shares (20.65% of total share capital) to Hangzhou Xinyu Enterprise Management Co., Ltd. [9][10] - The transfer price was set at RMB 10.3770 per share, totaling approximately RMB 3.48 billion [10] - The transfer was completed on October 29, 2025, and Hangzhou Xinyu is now a significant shareholder [11][12]

Summary of GCL-Poly Energy Conference Call Company Overview - **Company**: GCL-Poly Energy - **Industry**: Renewable Energy and Energy Services Key Financial Metrics - **Revenue**: 7 billion CNY for the first three quarters, a year-on-year increase of 46.39% [2][3] - **Net Profit**: 7.62 billion CNY, up 25.78% year-on-year [3] - **Earnings Per Share**: 0.4819 CNY, a 25.76% increase [2][3] - **Total Assets**: 409.62 billion CNY, a growth of 1.24% [2][3] - **Net Assets**: 123.38 billion CNY, up 5.1% [2][3] - **Return on Equity**: 5.62%, an increase of 0.48% year-on-year [2][3] Business Development and Performance - **Distributed Energy and Storage Projects**: Significant expansion in distributed energy and storage projects, with a focus on energy services like electricity sales and virtual power plants [2][4] - **Virtual Power Plant Load**: Managed adjustable load reached 850,000 kW, representing a significant share of the national virtual power plant load [2][8] - **Commercial Solar Power**: New commercial solar installations of 850,000 kW, a 28% increase [9] - **Electricity Sales Volume**: 241 billion kWh in electricity sales transactions [9] - **Carbon Neutral Projects**: 12 carbon-neutral projects operational, providing comprehensive solutions for major clients [9] Market Position and Strategy - **Energy Center Operations**: Stable operation of regional energy centers with electricity generation of 6.82 billion kWh and gas consumption of 7.73 million tons [10] - **Installed Capacity**: Total installed capacity of 6.4 million kW, with wind and solar accounting for 60% [10] - **User Capacity Management**: Managed user capacity reached 20 GW, with 850,000 kW in adjustable load market testing [11] Technological Integration - **AI Utilization**: Leveraging over 30 years of energy experience and 13 years of user data to enhance predictive capabilities in energy supply and demand [11][26] - **Collaboration with Ant Group**: Partnership to integrate energy management experience with machine learning algorithms for optimizing energy asset aggregation [5][13] Regulatory and Market Challenges - **Policy Impact**: Existing projects are less affected by policy changes, while new projects face market competition [7] - **Market Opportunities**: Despite challenges, the company remains optimistic about future growth opportunities [6] Future Outlook - **Investment in Renewable Energy**: Continued investment in wind, solar, and storage to achieve carbon neutrality goals [22] - **Strategic Partnerships**: Plans to enhance collaboration with leading technology companies to improve market competitiveness [19] - **Response to Market Changes**: Strategies in place to manage risks associated with market fluctuations and regulatory changes [35] Conclusion GCL-Poly Energy is positioned for growth in the renewable energy sector, with strong financial performance and strategic initiatives aimed at expanding its market presence and technological capabilities. The company is optimistic about future opportunities despite facing regulatory challenges and market competition.

Core Points - GCL-Poly Energy announced the release of a portion of its shares from pledge, totaling 335,176,285 shares [2] Group 1 - The company received notification from its controlling shareholder, Shanghai Qichen Enterprise Management Co., Ltd., regarding the release of pledged shares [2]

Group 1 - The core viewpoint of the news is that GCL-Poly Energy (SZ 002015) is actively engaging with investors, as indicated by their announcement of an investor survey on October 30, 2025, where the company's vice chairman and president addressed investor questions [1] - GCL-Poly Energy's revenue composition for the first half of 2025 is entirely from the electricity and heat production and supply industry, accounting for 100.0% [2] - As of the time of reporting, GCL-Poly Energy has a market capitalization of 17.2 billion yuan [3]

Strategic Focus - The company aims to align with the national "dual carbon" strategy, focusing on the development of a new power system through a dual-driven strategy of "energy assets" and "energy services" [2] - The company is accelerating its business transformation to adapt to the needs of a market-oriented electricity sector, emphasizing the importance of energy asset management and service expansion [2] Financial Performance - The company's energy service revenue and profit have significantly increased year-on-year due to the continuous development of distributed photovoltaic projects and expansion into energy trading services [3] - The company’s existing wind and thermal power plants have also shown improved performance compared to the previous year [3] Virtual Power Plant (VPP) Business - The VPP business has been developed over 13 years, managing over 20GW of controllable load, with approximately 835MW of verified controllable load in the Jiangsu auxiliary service market, accounting for about 35% of the market [4] - Revenue from the VPP business primarily comes from electricity spot trading, demand-side response, and auxiliary services [5] Energy Storage Role - The company has installed a total of 840.54MW of energy storage, with 800MW on the grid side and 40.54MW on the user side, playing a crucial role in the dual-driven strategy [6] - Energy storage is essential for integrating renewable energy projects and enhancing the value of energy services [6] Key Projects - The JianDe pumped storage power station, with a capacity of 2.4GW, is progressing as planned and is expected to be operational by around 2030, contributing stable profits [7] - The project benefits from its location and existing infrastructure, which reduces construction costs and enhances competitiveness in the electricity market [7] Business Synergy - The company has established a synergistic relationship between energy assets and services, creating a comprehensive energy ecosystem that enhances asset utilization and investment returns [8] - The dual-driven model allows for the rapid acquisition of customers and the provision of tailored energy services, driving value across business lines [8] Market Adaptation - The company is preparing for increased electricity price volatility due to market reforms, with strategies to optimize revenue through a combination of capacity pricing, spot market price differences, and auxiliary services [9] - The VPP is positioned to act as a mediator between distributed resources and the electricity market, capitalizing on the growth of distributed photovoltaic and energy storage installations [9] Future Growth Areas - The company identifies energy asset digitalization and new capital models as key growth areas over the next 3-5 years, aiming to enhance the efficiency of energy asset management [12] - The focus will be on leveraging AI and digital technologies to create a robust energy service ecosystem, establishing a second growth curve for the company [12] Traditional Energy Role - Traditional thermal power generation will continue to serve as a stable revenue source while the company enhances operational efficiency and expands its customer base [13] - The company aims to maintain a competitive edge in the thermal power sector through strategic asset management and customer engagement [13]

协鑫能源科技股份有限公司 关于股东权益变动完成过户登记暨新增一致行动人及持股 5%以上股东的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 证券代码：002015 证券简称：协鑫能科 公告编号：2025-092 协鑫能源科技股份有限公司（以下简称"公司"、"标的公司"）近日收到控 股股东上海其辰企业管理有限公司（以下简称"上海其辰"、"转让方"）通知， 获悉其将持有的公司 335,176,285 股股份（无限售条件流通股，占公司总股本的 20.65%）协议转让给杭州鑫瑀企业管理有限公司（以下简称"杭州鑫瑀"、"受 让方"）事项已于 2025 年 10 月 29 日办理完成过户登记手续，并取得中国证券 登记结算有限责任公司（以下简称"中国结算"）出具的《证券过户登记确认书》。 现将具体情况公告如下： 一、本次协议转让的基本情况 2025 年 9 月 24 日，公司控股股东上海其辰与杭州鑫瑀签署了《股份转让协 议》，约定上海其辰通过协议转让方式向杭州鑫瑀转让其持有的公司 335,176,285 股股份（无限售条件流通股），占公司总股本的 20.65%。标的股 ...

证券代码：002015 证券简称：协鑫能科 公告编号：2025-091 目前公司控股股东及其一致行动人所质押的股份不存在平仓风险，股份质押 风险在可控范围内，不会导致公司实际控制权发生变更，对公司生产经营不产生 实质性影响。 注：①本次股份解除质押前，公司控股股东上海其辰持有公司的股份为 693,413,333 股； 截至本公告披露日，公司总股本为 1,623,324,614 股；②中国中信金融资产管理股份有限公 司曾用名为中国华融资产管理股份有限公司。 二、公司控股股东及其一致行动人股份累计质押基本情况 截至本公告披露日，公司控股股东上海其辰及其一致行动人上海协鑫创展企 股东 名称 是否为 控股股 东或第 一大股 东及其 一致行 动人 本次解除质 押股份数量 （股） 占其所 持股份 比例 占公司 总股本 比例 起始日 解除日期 质权人 上海 其辰 是 335,176,285 48.34% 20.65% 2021/12/15 2025/10/29 中国中 信金融 资产管 理股份 有限公 司 合计 - 335,176,285 48.34% 20.65% - - - 一、公司控股股东部分股份解除质押基本情况 注： ...

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 为进一步加强与投资者的互动交流，协鑫能源科技股份有限公司（以下简称 "公司"）将参加"2025无锡上市公司投资者集体接待日"活动，现将相关事项 公告如下： 证券代码：002015 证券简称：协鑫能科 公告编号：2025-090 协鑫能源科技股份有限公司 关于参加2025无锡上市公司投资者集体接待日活动的公告 2025 年 10 月 31 日 1、出席本次年度网上集体接待日的人员有：公司董事会秘书杨而立先生。 2、本次活动将采用网络远程的方式举行，投资者可登录"全景路演" （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演APP，参 与本次互动交流。 3、活动时间：2025年11月4日（星期二）15:30-17:00。 4、届时公司高管将在线就投资者关心的问题，与投资者进行沟通与交流， 欢迎广大投资者踊跃参与！ 协鑫能源科技股份有限公司董事会 特此公告。 ...