Core Points - As of August 22, 2025, the stock price of Jiaze New Energy (601619) closed at 3.89 CNY, reflecting a 1.04% increase from the previous week's 3.85 CNY [1] - The company's total market capitalization is currently 9.47 billion CNY, ranking 58th out of 102 in the power sector and 1953rd out of 5152 in the A-share market [1] Company Announcements - The interest payment date for Jiaze New Energy's convertible bonds is set for August 25, 2025, with a coupon rate of 1.8% for the current interest year [1] - The bond interest payment record date is August 22, 2025, and both the ex-dividend date and payment date are August 25, 2025 [1] - This payment marks the fifth year of interest for the "Jiaze Convertible Bonds," covering the period from August 24, 2024, to August 23, 2025 [1] - Each bond with a face value of 100 CNY will yield an interest payment of 1.8 CNY (including tax), with individual investors receiving a net amount of 1.44 CNY after tax [1]

8月22日，沪深两融数据显示，嘉泽新能获融资买入额0.12亿元，居两市第1426位，当日融资偿还额0.19 亿元，净卖出736.43万元。 最近三个交易日，20日-22日，嘉泽新能分别获融资买入0.10亿元、0.15亿元、0.12亿元。 融券方面，当日融券卖出0.00万股，净买入3.77万股。 ...

Core Points - The company announces the interest payment for its convertible bonds "Jiaze Convertible Bonds" for the fifth year, with the interest period from August 24, 2024, to August 23, 2025 [2][9] - The annual interest rate for this period is set at 1.8%, resulting in an interest payment of 1.8 RMB per bond with a face value of 100 RMB [9][13] - The bond's interest payment date is August 25, 2025, with the record date for bondholders being August 22, 2025 [10] Bond Details - The total issuance amount of the convertible bonds is 1.3 billion RMB, with a face value of 100 RMB per bond [4] - The bond has a maturity period of 6 years, from August 24, 2020, to August 23, 2026 [4] - The interest rates for the bond increase progressively from 0.3% in the first year to 2.0% in the sixth year [4][8] Payment Method - The company will pay the interest through China Securities Depository and Clearing Corporation Limited Shanghai Branch, which will distribute the interest to the respective bondholders [11][12] - Tax on interest income for individual investors is set at 20%, resulting in a net payment of 1.44 RMB per bond after tax [13] - Non-resident enterprises are exempt from corporate income tax on bond interest income until December 31, 2025 [15]

证券代码：601619 证券简称：嘉泽新能 公告编号：2025-063 债券代码：113039 债券简称：嘉泽转债 嘉泽新能源股份有限公司 关于可转换公司债券"嘉泽转债"2025年付息公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示 ●可转债付息债权登记日：2025年8月22日（星期五） ●可转债除息日：2025年8月25日（星期一） ●可转债付息日：2025年8月25日（星期一） 嘉泽新能源股份有限公司（以下简称"公司"或"本公司"）于 2020年8月24日公开发行的可转换公司债券（以下简称"可转债"） 将于2025年8月25日开始支付自2024年8月24日至2025年8月23日期间 的利息。根据《宁夏嘉泽新能源股份有限公司公开发行A股可转换公 司债券募集说明书》（以下简称"募集说明书"）有关条款的规定， 现将相关事项公告如下： 一、本期债券的基本情况 （一）债券名称：嘉泽新能源股份有限公司可转换公司债券 （二）债券简称：嘉泽转债 （三）债券代码：113039 1 （七）债券期限：自发行之日起6年，即自20 ...

Core Viewpoint - The company is transitioning from a "Northern Wind Power Merchant" to a "National Energy Solution Provider," emphasizing its innovative business model and operational capabilities to become a comprehensive renewable energy supplier [2][3]. Business Model and Strategy - The company employs a "rolling development + core holding" business model, focusing on asset liquidity, national business expansion, and value chain extension to reshape its development trajectory [2][3]. - The company aims to retain core power generation assets for stable cash flow while treating some assets as "products" to realize market value and fund larger projects, enhancing earnings per share [3]. Operational Efficiency - The company boasts a wind turbine utilization rate of 98%-99%, exceeding the industry average by over 3 percentage points, achieved through a refined operational management system [4]. - The operational strategy includes precise wind power forecasting and scientific maintenance scheduling to maximize generation efficiency [4]. Business Segments - The company has developed five synergistic business segments: renewable power station development, operation and sale, operation management services, rooftop distributed photovoltaics, and renewable energy equipment manufacturing [4][5]. - These segments support the flexible operation of the "rolling development" model, with a significant reduction in reliance on the Ningxia region from 90% to approximately 50% of installed capacity [5]. Growth and Financial Performance - Since its listing, the company has seen substantial growth, with installed capacity increasing from less than 1GW to 2.28GW, revenue rising from 800 million to 2.4 billion, and net profit climbing from 165 million to 630 million [6]. - The company has received approval for a 1.2 billion capital increase project, aimed at enhancing operational funds and optimizing its financial structure [6]. Future Outlook - The company has 2GW of wind power projects under construction, expected to support continued growth over the next three years [7]. - The company is exploring the "New Energy +" strategy, focusing on green fuel markets, particularly green methanol, to extend the value of green electricity into downstream industries [7].

Core Viewpoint - The chairman of Jiaze New Energy, Chen Bo, emphasizes the company's strategy of achieving a "triple leap" to create a new ecosystem for comprehensive energy services [2] Group 1: Company Strategy - Jiaze New Energy is focusing on a transformative approach to enhance its service offerings in the energy sector [2] - The company aims to integrate various energy services to meet the evolving demands of the market [2] Group 2: Industry Context - The energy industry is undergoing significant changes, necessitating innovative solutions and services [2] - The shift towards comprehensive energy services reflects broader trends in the energy sector, including sustainability and efficiency [2]

Core Insights - The company is transitioning from a "Northern Wind Power Merchant" to a "National Energy Solution Provider," emphasizing its innovative business model and operational capabilities [1][2] - The company aims to reshape its development through asset liquidity, national business expansion, and value chain extension, focusing on high-quality growth [1][2] Business Model and Operations - The company operates as a comprehensive renewable energy power supplier, with a focus on renewable energy generation, sales, and supporting services [1][2] - The unique business model combines asset retention for stable cash flow and profit with market-driven asset monetization, enhancing earnings per share [2][3] - The company boasts a wind turbine utilization rate of 98%-99%, exceeding the industry average by over 3 percentage points, attributed to a refined operational management system [2][3] Business Segments - The five key business segments include: 1. Renewable power station development, construction, operation, and sale 2. Renewable power station operation management services 3. Rooftop distributed photovoltaic systems 4. Renewable energy industry funds 5. Renewable equipment manufacturing industrial park construction [3][4] National Expansion and Market Position - The company has accelerated its national footprint, establishing wind power projects in various provinces, moving from a regional focus in Ningxia to a presence in 23 provinces [4][5] - The core renewable power stations are crucial for the company's stability, while the operation management business is a significant growth driver, managing nearly 1GW of third-party power stations [5] Financial Performance - Since its listing, the company has seen substantial growth, with installed capacity increasing from less than 1GW to 2.28GW, revenue rising from 800 million to 2.4 billion, and net profit climbing from 165 million to 630 million [6][7] - A recent 1.2 billion capital increase project has been approved, aimed at enhancing operational funds and optimizing the asset-liability structure [6] Future Growth and Innovation - The company is currently constructing and planning an additional 2GW of wind power capacity, expected to support ongoing growth [7] - The company is exploring the "New Energy+" strategy, focusing on green fuel sectors, particularly in response to rising international demand for green fuels like green methanol [7]

Core Viewpoint - The project in Dunhua City, Jilin Province, focuses on the production of green methanol and ethanol using non-food biomass as raw materials, highlighting a significant investment in sustainable chemical production [1] Group 1: Project Overview - The green hydrogen and methanol co-production project is backed by Jilin Jiayi Rongyuan Green Chemical Co., Ltd., with an investment of 2 billion yuan [1] - The project aims to produce 40,000 tons per year of ethanol through fermentation of non-food biomass straw [1] - The ethanol fermentation byproduct will be processed to produce 150,000 tons per year of green methanol through a series of chemical processes including gasification and methanol synthesis [1] Group 2: Company Background - Jilin Jiayi Rongyuan Green Chemical Co., Ltd. is fully owned by Shanghai Jiayi Rongyuan Energy Chemical Co., Ltd., which is a subsidiary of the publicly listed company Jiaze New Energy (601619) [1] - Jiaze New Energy has previously initiated a similar project in Jixi City, Heilongjiang Province, with a capacity of 300,000 tons of green hydrogen and methanol aviation fuel, also utilizing non-food biomass straw [1]

Group 1 - The total salary of A-share listed company secretaries in 2024 reached 4.086 billion yuan, with an average annual salary of 708,000 yuan [1] - The average salary in the public utility-electricity sector is approximately 750,600 yuan, with the highest salary being 1.8562 million yuan and the lowest being 500,000 yuan [1] - The average salary increased by 31,700 yuan compared to 2023, representing a 12% growth [1] Group 2 - The average age of company secretaries is approximately 47.9 years, with the majority aged between 50-59 years, accounting for about 47% [1] - The educational background of secretaries shows that those with a master's degree earn an average of 782,300 yuan, while those with a bachelor's degree earn 729,100 yuan [1] - Three secretaries with previous sell-side experience have transitioned successfully to corporate roles, achieving higher salary levels [1] Group 3 - Seven secretaries received warnings or public notifications for violations in 2024-2025 [1] - Specific cases include Hu Suping from Meiyan Jixiang, who received four warnings and had a salary of 544,700 yuan, and Yu Yongfang from Disen Co., who received three warnings with a salary of 412,800 yuan [2]

Group 1 - The total salary of A-share listed company secretaries in 2024 reached 4.086 billion yuan, with an average annual salary of 708,000 yuan, and over 21% of secretaries earning more than 1 million yuan [1] - The average salary of secretaries in the public utility-electricity sector is approximately 750,600 yuan, with the highest salary being 1.8562 million yuan and the lowest being 500,000 yuan [1] - The average salary increased by 31,700 yuan in 2024 compared to 2023, representing an average increase of 12% [1] Group 2 - The average age of secretaries is approximately 47.9 years, with the majority aged between 50-59 years, accounting for about 47% [1] - The educational background of secretaries shows that those with a master's degree earn an average salary of 782,300 yuan, while those with a bachelor's degree earn 729,100 yuan [1] - Secretaries with previous experience in the sell-side, such as Yang Ning from Jiazhe New Energy, have higher salary levels due to their financial, legal, and capital market experience [1] Group 3 - Seven secretaries received warnings, public notifications, or internal notifications for violations in 2024-2025 [1] - Hu Suping from Meiyan Jixiang received four warnings for violations, with a 2024 salary of 544,700 yuan, related to undisclosed related party transactions and delayed performance announcements [2] - Yuyongfang from Disen Co. received three warnings for incorrect disclosure of enforced content, with a 2024 salary of 412,800 yuan [2]