Core Viewpoint - The company, as the only state-controlled green energy generation enterprise in Xinjiang, is positioned to leverage unique advantages in the context of recent national policies aimed at promoting green and low-carbon transformation and strengthening the national carbon market [1] Group 1: Unique Advantages - The company benefits from abundant wind and solar resources in Xinjiang, receiving preferential support in project approval, land permits, and grid access as a state-owned enterprise [1] - The company enjoys policy advantages from initiatives like "Western Development" and "Silk Road Economic Belt," including tax exemptions, green electricity subsidies, and favorable green financing, having successfully issued green asset-backed securities for clean energy infrastructure [1] - The company plays a significant role in the national strategy for energy transition, being a key participant in major "Xinjiang Power Transmission" projects, which are crucial for local government energy transformation and optimization [1] Group 2: Carbon Market Engagement - The company is actively participating in the national carbon market quota trading and is exploring a sales model combining "green electricity + green certificates + CCER," aiming for 68.59 million kilowatt-hours of green electricity trading and 1.2269 million green certificate transactions by 2025 [1] - In the first half of 2025, the company anticipates over 3 million yuan in revenue from green certificate trading, reflecting a year-on-year growth of 150% [1] - The company plans to enhance market policy research, monitor provincial electricity market trends, and expand its customer base while actively engaging in electricity sales agreements with large users and trading in green electricity, green certificates, and carbon derivatives [1]
立新能源：参与全国碳市场配额交易，探索“绿电+绿证+CCER”组合销售模式