Group 1: New Energy Development - As of June 30, 2024, the company has 33 grid-connected and under-construction projects with a total capacity of 812 MW, including a 200 MW energy storage project and various solar and wind projects [2] - By 2026, the company's new energy construction scale is expected to exceed 2200 MW, representing a significant increase [2] Group 2: Resource Acquisition - The company successfully acquired exploration rights for coal resources in the Baiguan area, covering approximately 16.08 km², with identified resources of 36.056 million tons [4] - The average calorific value of the coal in this area is 26.75 MJ/kg, classifying it as medium to high calorific coal [4] Group 3: Thermal Power Projects - The company has 3,320 MW of thermal power projects under construction, including two 1,000 MW units and two 660 MW units, with over 75% of the construction completed for the 1,000 MW project expected to be operational by 2025 [5] - The 1,000 MW coal-fired unit at SuNeng Coastal Power completed 168 hours of full-load trial operation by the end of 2023 and is now in commercial operation [4] Group 4: Financial Performance and Dividends - In Q1 2023, the company distributed cash dividends of 2 CNY per 10 shares, totaling approximately 1.378 billion CNY [6] - For the 2023 fiscal year, the total cash dividend distribution is expected to be 1.447 billion CNY, accounting for 60.37% of the net profit attributable to shareholders [6] Group 5: Capital Expenditure and Future Outlook - The company plans its 2024 investment based on coal production needs and the construction of thermal and new energy projects, ensuring sufficient funds for capital expenditures and future dividends [6] - The overall electricity demand in Jiangsu remains stable, with the company's comprehensive electricity price expected to maintain its current level [7]
苏能股份(600925) - 2024-007江苏徐矿能源股份有限公司投资者关系活动记录表