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江苏新能(603693) - 江苏新能2024年11月投资者关系活动记录
603693JSNE(603693)2024-12-18 08:42

Group 1: Investor Relations Activities - In November 2024, the company engaged in 6 investor relations activities, including 2 via phone and online platforms, 3 through on-site investigations, and 1 earnings briefing [1] - The company communicated with various institutions such as Guojin Securities, Huafu Securities, and others during these activities [1] Group 2: Impact of Typhoon on Offshore Wind Projects - The company emphasized its proactive measures during typhoon events, including tracking, monitoring, and safety protocols, to enhance power generation from wind resources during such weather [1] Group 3: Project Investment Considerations - The company focuses on project profitability and local consumption when developing new projects, with additional attention to compliance risks for acquisition projects [1] Group 4: Accounts Receivable and Bad Debt Provisions - As of June 2024, the company had approximately CNY 3.069 billion in receivables for renewable energy subsidies, with a bad debt provision of about CNY 194 million [2] Group 5: Green Electricity Trading - On November 15, 2024, the company participated in green electricity trading for five distributed photovoltaic projects, with a trading volume of 201,000 kWh at a price of CNY 0.43 per kWh, which is about 10% higher than the benchmark grid price [2] Group 6: Debt Ratio - As of September 2024, the company's debt ratio (consolidated) was 54.05%, which is considered normal within the industry [2]