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我是股东|申万宏源证券联合上交所走进上市公司晶科科技
Core Viewpoint - The article emphasizes the importance of investor engagement and communication with listed companies, particularly focusing on Jinko Power Technology Co., Ltd. (Jinko Technology) as part of the "I am a Shareholder" initiative by the Shanghai Stock Exchange [1][3]. Group 1: Company Overview - Jinko Technology is a leading clean energy supplier and service provider, focusing on three main sectors: photovoltaic power station development, power station services, and energy services [7][10]. - As of December 31, 2024, the company has total assets exceeding 425 billion yuan and a self-owned power station installed capacity of over 6.4 GW, ranking among the industry leaders [10][17]. - The company has established photovoltaic power stations across 27 provinces in China and has a domestic project reserve capacity of over 30 GW, with an overseas power station capacity of 3.4 GW [17]. Group 2: Investor Engagement Activities - The "I am a Shareholder" event organized by the Shanghai Stock Exchange and Shenwan Hongyuan Securities allowed investors to visit Jinko Technology, providing them with insights into the company's operations and management [3][12]. - During the event, investors toured the company's data display center and production facilities, gaining a detailed understanding of Jinko's development history and industry overview [5][10]. Group 3: Future Development and Strategy - Jinko Technology aims to enhance its core competitive advantages by focusing on both centralized and distributed business development, while also exploring investment opportunities in commercial, residential, and energy storage projects [10][12]. - The company plans to maintain a "light asset" operation strategy to accelerate capital turnover and increase the scale of power station transfers, while also investing heavily in comprehensive energy services [10][12]. - Jinko Technology is transitioning from a clean energy investor to a clean energy service provider, leveraging its global resource integration capabilities to mitigate operational risks [10][12]. Group 4: Industry Insights - A senior analyst from Shenwan Hongyuan Research Institute provided insights into the electricity industry, discussing the latest developments, core enterprise operations, and investment value, which received positive feedback from investors [11][12]. - The company is optimistic about the industry's recovery, citing supportive government policies and measures that are expected to positively impact performance [15].