Core Viewpoint - Ningxia Silver Star Energy Co., Ltd. held an online performance briefing on September 12, 2023, discussing the company's development and future plans in the renewable energy sector, particularly focusing on the application of artificial intelligence and the progress of various projects [2]. Group 1: Artificial Intelligence and Project Development - The company aims to build a smart management platform for renewable energy, leveraging the "large replaces small" project at Helan Mountain Wind Farm, with six centralized renewable energy stations already connected [2]. - The company is gradually promoting the use of drone inspections and fully automated monitoring technologies across its stations [2]. Group 2: Resource and Subsidy Management - The wind and solar resource conditions in the company's operational areas have improved compared to the same period last year [2]. - The company reports a positive trend in renewable subsidy settlement progress, and the "Ning Electric into Hunan" project enhances the grid's capacity to absorb energy, stabilizing the company's renewable energy output [2]. - The company is closely monitoring the market prices of green certificates to optimize revenue through timely trading [2]. Group 3: Financial Management and Project Costs - The unit cost of renewable wind power projects is in line with industry standards, and the company is actively developing distributed photovoltaic and green electricity direct connection projects to support the Aluminum Corporation of China [2]. - The company is focused on ensuring timely recovery of funds related to renewable subsidies, which are affected by the Ministry of Finance's disbursement schedule [2]. - The company has received approval for 18 distributed photovoltaic projects (capacity of 210.33 MW) for 2024, with 14 projects already connected to the grid [2].
调研速递|银星能源接受投资者网上提问等多家机构调研 聚焦新能源智慧管理与补贴回收等要点