证券代码：001258 证券简称：立新能源 新疆立新能源股份有限公司 投资者关系活动记录表 编号：2025-006 投资者关系活动 类别 特定对象调研 分析师会议 媒体采访 业绩说明会 新闻发布会 路演活动 现场参观 其他 参与单位名称及 人员姓名 1.汇添富基金 张鹏 2.鹏华基金 郑辉煌 3.天风证券 郭丽丽 4.天风证券 王钰舒 5.工银瑞信 余鸣洋 时间 2025 年 12 月 10 日（周三）上午 10:30~12:30 地点 公司会议室 上市公司接待人 员姓名 1.董事会秘书 董爽 2.售电公司总经理 周正飞 3.财务部部长 黄鹏 4.证券事务代表 赵生萍 投资者关系活动 主要内容介绍 1、公司目前的装机规模如何？ 截至 2025 年 6 月 30 日，公司已投产运营的新能源项目总装 机规模 273.4 万千瓦（含独立储能），其中，风力发电项目并网 容量 172.05 万千瓦，光伏发电项目并网容量 85.35 万千瓦，独 立储能项目并网容量 16 万千瓦。此外，已核准的在建风光电项 目合计装机 110 万千瓦，独立储能项目装机 120 万千瓦。 2、在建 120 万千瓦独立储能项目的投产进度如何？ ...

Core Viewpoint - The signing of a large-scale energy storage industry project between Haibo Sichuang and Xining Economic and Technological Development Zone marks a significant step towards long-term cooperation in the energy storage sector in Xining [1] Group 1: Project Overview - The signed project includes two main components: energy storage system integration production and energy storage power station construction [1] - This initiative is part of Haibo Sichuang's strategic move in the northwest market, aimed at enhancing production capacity and business layout [1] Group 2: Regional Impact - Haibo Sichuang plans to use the Xining Development Zone as a core to radiate throughout Qinghai Province, promoting the construction of large-scale energy storage power stations [1] - During the 14th Five-Year Plan period, the company aims to implement several independent energy storage projects in Qinghai Province, contributing to the province's clean energy demonstration efforts [1] Group 3: Strategic Goals - The project supports the construction of a new integrated power system that includes source, grid, load, and storage, facilitating the consumption of clean energy and peak regulation of the power grid [1] - The initiative aligns with Qinghai Province's energy structure transformation strategy, promoting efficient utilization of green electricity resources [1]

Core Viewpoint - Yunnan Energy Investment announced a capital increase of RMB 372 million for its wholly-owned subsidiary Anning Yunnan Energy Storage Technology Co., Ltd. to support the construction of a 350MW compressed air energy storage demonstration project in Kunming Anning [1] Group 1: Company Actions - The board of directors approved the capital increase on October 15, 2025, raising the registered capital of the energy storage company from RMB 1 million to RMB 373 million [1] - The capital increase aims to meet the funding requirements for the construction of the energy storage project, ensuring its smooth progress [1] Group 2: Project Significance - The project is expected to play a positive role in meeting grid peak regulation and facilitating large-scale integration and consumption of renewable energy [1]

Group 1 - The company plans to raise a total of up to 2 billion yuan through a private placement of shares, with a net amount intended for investment in specific projects [1][2] - The total investment for the Xibaipo Power Plant Phase IV project is estimated at 5.86268 billion yuan, with the raised funds accounting for 200 million yuan [2][3] - The project aims to construct two 660 MW ultra-supercritical coal-fired combined heat and power units, which will meet heating demands in Shijiazhuang and power supply needs in Hebei [1][3] Group 2 - The project has received necessary approvals from relevant authorities, including the Hebei Provincial Development and Reform Commission and the Hebei Provincial Ecological Environment Department [2][3] - The financial internal rate of return for the project is projected at 7.10%, with a payback period of approximately 11.83 years, indicating favorable economic benefits [2][3] Group 3 - The necessity of the project is underscored by the increasing pressure on the Hebei South Grid to balance power supply due to the high proportion of renewable energy sources [3][4] - The new power units will enhance the grid's peak-shaving capacity and reliability of power supply, addressing the growing heating demands in urban areas [3][4] Group 4 - The project aligns with national energy development strategies, contributing to the stability and security of energy supply while promoting the utilization of renewable energy [5][6] - The company has established a modern corporate governance structure and a robust internal control environment to manage the raised funds effectively [6][7] Group 5 - The issuance of new shares is expected to improve the company's financial structure, increasing total assets and net assets while reducing the debt-to-asset ratio [7][8] - Although short-term financial metrics may decline due to the time required for new projects to generate returns, long-term profitability and cash flow are anticipated to improve significantly [7][8]

Core Viewpoint - Shandong Province is actively implementing "Eight Major Actions" to enhance the high-level consumption of renewable energy, focusing on user participation in grid peak regulation and renewable energy consumption [1] Group 1: Price Signal Utilization - The province is utilizing price signals to guide electricity users in peak shaving and valley filling, continuing to promote market-oriented electricity pricing reforms [3] - A "five-segment time-of-use pricing" policy is being implemented, which increases the price difference between peak and valley periods for industrial and commercial electricity users [3] - For example, the charging price for electric vehicles during low-demand hours (23:00 to 07:00) is 0.385 yuan/kWh, while during peak hours (17:00 to 22:00) it is 0.767 yuan/kWh, indicating a 50% reduction in low-demand pricing [3] Group 2: Systematic Integration of User-side Regulation Resources - Shandong has established 20 virtual power plants that aggregate distributed regulation resources, achieving a total adjustable capacity of 550,000 kW [4] - The province is working on a development plan and management methods for virtual power plants to enhance their scale and coordination with the power system [4] Group 3: Encouraging Market Participation - The province supports electricity users, including those with self-owned power plants, to purchase electricity during low-price market periods [4] - There are incentives for users participating in wholesale electricity market transactions, such as not penalizing them for exceeding 50% of their total electricity consumption during low-demand periods [4] - Future policies will aim to further encourage electricity users to purchase more grid electricity during negative price periods in the spot market, enhancing renewable energy consumption [4] Group 4: Future Directions - Shandong will continue to optimize the time-of-use pricing mechanism and expand the scope of electricity market transactions [5] - There will be strong support for the development of new virtual power plant business models and enhancement of "source-network-load-storage" coordination [5] - The province aims to strengthen electricity retail market price regulation to effectively utilize the system adjustment capabilities of electricity users [5]