Group 1: Company Performance - As of the end of 2023, the installed capacity of the company's operational renewable energy power stations reached 2.56 GW, representing a year-on-year growth of 70.47% [2] - The total electricity generation from these power stations was 40.16 billion kWh, an increase of 40.46% compared to the previous year [2] Group 2: Business Model and Operations - The company operates on a "rolling development" light asset model, focusing on "developing a batch, constructing a batch, and transferring a batch" as its main operational strategy [2] - The business model emphasizes the integration of wind and solar energy with hydrogen production, enhancing the development and operational capabilities of renewable energy power stations [3] Group 3: Research and Development - The company boasts a leading domestic design team for blades, gearboxes, generators, and core simulation, along with established national-level technical centers and high-end R&D centers in various locations including Silicon Valley and Hamburg [3] - The "Zhuque" series high-efficiency HJT solar cells have gained recognition from both domestic and international clients, showcasing advantages in conversion efficiency and stability [3]
明阳智能(601615) - 投资者关系活动记录表