Xin Lang Zheng Quan·2025-09-30 15:11Core Viewpoint - Longyuan Power Group Co., Ltd. has conducted an investor relations activity involving nine institutions, focusing on specific research, analyst meetings, and roadshows [1] Group 1: Investor Relations Activity - The investor relations activity took place from August 20, 2025, to September 30, 2025, utilizing video conferences, phone communications, and in-person interactions [1] - Key executives from Longyuan Power, including the General Manager and other senior management, participated in the event [1] Group 2: Key Information Disclosed - In the first half of 2025, Longyuan Power added a net new renewable energy installed capacity of 2.053 million kilowatts, with wind power at 987,000 kilowatts and solar power at 1.096 million kilowatts, while reducing biomass capacity by 30,000 kilowatts [2] - As of June 30, 2025, the total installed capacity reached 43.1967 million kilowatts, comprising 31.3957 million kilowatts of wind power, 11.7949 million kilowatts of solar power, and 6,100 kilowatts from other renewable sources [2] - In August 2025, the company achieved a power generation of 5,273,319 MWh, a year-on-year increase of 15.53% excluding thermal power impacts, with wind power generation up by 7.42% and solar power generation up by 77.04% [2] - The company secured new renewable project development rights totaling 4.75 million kilowatts in the first half of 2025, including 2.98 million kilowatts of wind and 1.77 million kilowatts of solar [2] - The first batch of base projects, including Gansu Dunhuang and Guangxi Hengzhou, totaling 1.51 million kilowatts, have been completed on schedule [2] - The company maintains a long-term, stable, and sustainable dividend policy, with a proposed dividend payout ratio of 30% of net profit attributable to shareholders for 2024, and a mid-year dividend of 0.1 yuan per share for 2025 [2] - The average on-grid electricity price for wind power was 0.422 yuan/kWh, a decrease of 0.016 yuan/kWh year-on-year, while the solar power price remained stable at 0.273 yuan/kWh [2] - In the first half of 2025, the company completed green electricity transactions of 4.14 billion kWh, a year-on-year increase of 41.67%, and traded 4.232 million green certificates, up by 81.46% [2]