证券代码：000958 证券简称：电投产融 国家电投集团产融控股股份有限公司 2025 年半年度业绩说明会 投资者活动记录表 编号：2025-002 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 □电话会议 □其他： （请文字说明其他活动内容） 参与单位 名称及 人员姓名 电投产融2025年半年度业绩说明会采用网络远程方式进 行，面向全体投资者 时间 2025 年 8 月 29 日 15:00-17:00 地点 深圳证券交易所"互动易平台"http://irm.cninfo.com.c n"云访谈"栏目 公司接待 主持人：电投产融 | 人员姓名 | 董事长：冯俊杰 | | --- | --- | | | 副总经理、总会计师：孙艳军 | | | 董事会秘书：孙锐 | | | 董事：王浩 | | | 独立董事：何平林 | | | 独立董事：胡三高 | | | 独立董事：韩杰 | | | 1.核能供暖的"暖和一号"是否已经投产运营了？ | | | 答：尊敬的投资者，您好！"暖核一号"核能供热一期工 | | | 程供热能力 3.15 万千瓦，于 2 ...

Core Viewpoint - The urgent and long-term demand for large-scale, affordable, stable, and reliable clean low-carbon energy in the heating sector is highlighted, with nuclear waste heat heating providing a new solution to the challenges faced by traditional coal heating [1][9]. Group 1: Nuclear Heating Projects - The "Warm Nuclear No. 1" project in Shandong Haiyang is the first commercial project in China to achieve zero-carbon heating, operational since 2019, and has been recognized as a national demonstration project by the National Energy Administration [5]. - The project has expanded its heating range from Haiyang to include the city of Weihai, with plans to provide heating to the Qingdao area by 2026, potentially reaching a heating capacity of 200 million square meters [5]. - The nuclear heating project in Rongcheng, relying on the world's largest passive pressurized water reactor, is set to be operational by the 2025 heating season, covering an area of 6.75 million square meters to meet the heating needs of nearly 300,000 residents [7]. Group 2: Environmental and Economic Benefits - Nuclear waste heat heating significantly reduces pollution emissions compared to coal heating, with the "Warm Nuclear No. 1" project saving approximately 1.29 million tons of raw coal and reducing CO2 emissions by 2.36 million tons over six heating seasons [12]. - The transition from coal to nuclear heating is expected to save 184,000 tons of standard coal annually and reduce emissions of nitrogen oxides by 2,066 tons and sulfur dioxide by 2,173 tons [7]. - The project enhances energy utilization efficiency by converting waste heat from nuclear power generation into heating, thus alleviating pressure on renewable energy consumption and reducing temperature rise in nearby marine areas [11]. Group 3: Safety Assurance - The safety of the heating water from nuclear energy is ensured through multiple physical barriers and a closed-loop system, preventing any radioactive material from entering the heating system [14][15]. - The heating process involves a series of heat exchangers that isolate the heating water from the nuclear reactor, ensuring that only heat is transferred without any exchange of media [14]. - Continuous monitoring of radiation levels in the heating circuit is conducted, with high-sensitivity instruments in place to detect any anomalies, ensuring comprehensive safety measures [15].