根据公司官微，2025年6月份，悦达投资与盐城经开区新能源汽车产业园区签署了零碳园区战略合作协 议，成为上半年业务拓展的重要亮点。双方携手推动绿色产业集聚，构建零碳生态体系，这一合作既拓 展了新能源业务应用场景，也为新能源与汽车产业融合开辟了新路径，为全年增长奠定基础。 本报讯 （记者陈红）近年来，江苏悦达投资股份有限公司（以下简称"悦达投资"）顺应国家"双碳"战 略，自2022年明确向"新能源、新材料、智能制造"战略转型，通过一系列扎实举措推动战略落地，经营 成果逐步显现。而今年上半年其经营动态也向市场展现悦达投资在转型深化过程中的成长价值。 据悦达投资工作人员介绍，公司华丰378MW渔光互补项目稳定发电，三峡悦达阜宁共享储能项目高效 运转，绿色数智能源管理中心的精准运维，灌东盐场150MW光伏、东台弶港100MW/200MWh共享储能 项目如期并网，进一步提升效益。2024年，公司新能源发展态势持续向好，电力销售营收同比大涨 2567%、毛利46.37%。按照规划，未来三年新能源累计装机将达1GW至2GW，归母净利润年复合增长 率不低于50%，成长路径清晰可见。 （编辑 张昕） 悦达投资旗下子公司协同发力 ...

Core Viewpoint - The company, Yueda Investment, is leading the transformation of state-owned enterprises through a "two new and one smart" development model, focusing on new energy, new materials, and intelligent upgrades, capitalizing on the opportunities presented by the "dual carbon" strategy and the acceleration of market-oriented reforms in the new energy sector [1][5]. Group 1: New Energy Business - Yueda Investment is well-prepared to capitalize on the new energy market, with the city of Yancheng projected to have 61% of its electricity from new energy sources by 2024, and a complete photovoltaic industry chain exceeding 90% [2]. - The company has successfully connected its first 378MW fish-solar complementary photovoltaic project to the grid in 2024, with plans for a 150MW project to be fully operational by August 2025 [2]. - The gross profit margin for the company's new energy power and heat sales business is 46.37%, significantly higher than traditional business margins, with a target of achieving 1-2GW of cumulative installed capacity over the next three years [2]. Group 2: Business Synergy - The company's growth is supported by the synergy between its traditional, new energy, and investment businesses, creating a unique competitive advantage [3]. - In addition to photovoltaic projects, Yueda Investment is expanding in wind and energy storage, with projects like the 49MW wind power project and a 160MW/320MWh shared energy storage project in collaboration with state-owned enterprises [3]. - The traditional textile business has seen significant improvements through digital transformation, with green product sales increasing by 66.8% for functional yarns and 59.9% for green cotton products in 2024 [3]. Group 3: Market Expansion and Investment - The company is extending its specialized vehicle business into the sanitation service sector, with 20 operational projects and a contract value of 250 million yuan in 2024 [4]. - Yueda Investment is actively developing its tractor business, with 17 new overseas dealers and a target of exporting 1,320 units in 2024 [4]. - The investment business is stable, with projected investment income and cash dividends exceeding 100 million yuan in 2024, contributing to the overall financial health of the company [4]. Group 4: Future Outlook - The collaboration between local government, state-owned enterprises, and listed companies enhances Yueda Investment's competitiveness in the new energy sector [5]. - The company is transitioning from a traditional industrial operator to a "green sustainable development company," leveraging Yancheng's complete new energy industry chain to drive growth in the dual carbon era [5].