Group 1: Investor Relations Activities - The company engaged in 6 investor communication activities in July 2024, including 5 via phone and online platforms, and 1 through on-site visits [1] - Notable institutions involved in discussions included Zheshang Securities, CICC (Hong Kong) Fund, and several private equity firms [1] Group 2: Energy Projects - The company is developing two energy storage projects: Guoxin Yancheng 100MW/200MWh and Guoxin Liyang 100MW/200MWh, with the Yancheng project having been connected to the grid in June 2024 [2] - The company established GX Investment Inc. in the U.S. in 2014, which operates the Bakersfield 111 solar photovoltaic project, commissioned in July 2015 with a capacity of 1.824MW [3] Group 3: Financial Management - Daily financial expenses primarily consist of interest payments, with project capital typically covering 20% of total investment, while the remainder is financed through banks [3] - The company evaluates acquisition targets based on compliance, return rates, and local consumption conditions [3] Group 4: Wind Energy Operations - Wind energy projects experience variability due to climate changes, with seasonal differences noted; spring and winter have more abundant wind resources compared to summer and autumn [3] - The competitive allocation of offshore wind projects in Jiangsu Province follows a bidding process based on coal-fired power benchmark prices, with no new policies currently announced [3]
江苏新能(603693) - 江苏新能2024年7月投资者关系活动记录