Group 1: Company Performance - As of June 30, 2024, the company's installed capacity for renewable energy generation is 1.7 million kW, and the installed capacity for new energy storage is 100,000 kW / 200,000 kWh [2] - In the first half of 2024, the company achieved operating revenue of 1.049 billion CNY, a decrease of 3.90% year-on-year, and a net profit attributable to shareholders of 292 million CNY, down 13.60% year-on-year, primarily due to fluctuations in wind resource conditions in Jiangsu [2] Group 2: Future Strategic Planning - The company aims to focus on offshore wind power, ultra-high voltage clean energy bases, "photovoltaic +" integration, and distributed photovoltaic projects during the "14th Five-Year Plan" period [3] - Plans to expand market share in renewable energy generation through independent development and mergers and acquisitions, with a goal of achieving significant growth in installed capacity [3] Group 3: Growth Points - The company's business layout includes wind power generation, solar power generation, and biomass power generation, with a focus on new energy storage [3] - The first new energy storage project, Guoxin Yancheng 100,000 kW / 200,000 kWh storage power station, was officially connected to the grid in June 2024 [3]
江苏新能(603693) - 江苏新能2024年9月13日投资者关系活动记录