JSNE(603693)2024-09-26 07:49Group 1: Investor Relations Activities - In August 2024, the company engaged in 8 investor relations activities, including 6 communications via phone and online platforms, and 2 strategy meetings with Huafu Securities and Zheshang Securities [1] - The company adhered to information disclosure regulations during these communications, ensuring no undisclosed significant information was shared [1] Group 2: Asset Transfer and Capacity Expansion - The company announced the transfer of assets from its wholly-owned subsidiary, Jiangsu Guoxin Huai'an Biomass Power Co., Ltd., to Jiangsu Huai'an Guoxin Thermal Power Co., Ltd., aimed at optimizing resource allocation [2] - As of June 30, 2024, the company's renewable energy generation capacity reached 1.7 million kW, an increase of approximately 150,000 kW compared to the beginning of 2023 [3] Group 3: Impact of Pricing and Resource Management - The profitability of new wind and solar projects may be affected if the unit generation costs do not decrease in line with grid parity [3] - The company is actively preparing to manage potential impacts from price policy changes by controlling project costs and researching policy shifts [3] Group 4: Market Conditions and Pricing - The average transaction price in the Jiangsu electricity market for June 2024 was 428.67 RMB/MWh, with an annual weighted average transaction price of 452.94 RMB/MWh [3] - The weighted average price for green electricity transactions was 464.44 RMB/MWh for the year [3]