Project Progress and Capacity - As of June, the company has 2.2 GW of projects under construction, with an expected full capacity grid connection of approximately 0.916 GW in the second half of the year [2][3] - The company plans to start new projects totaling about 1.23 GW in the second half of the year, indicating a strong commitment to solar project development and investment [3] Investment Costs and Returns - The estimated investment cost for solar projects is approximately 4.32-5.84 CNY/W, with an expected overall investment return rate of about 5.30-6.32% [3] - The cost and return rates vary based on geographical distribution and construction methods, with strict control over project investment to ensure strategic development significance [3] Energy Storage Policy and Capital Expenditure - Different regions have varying requirements for energy storage configuration, with typical storage ratios ranging from 10%-20% and durations of 1-2 hours [3] - The company is applying for convertible bonds and green corporate bonds to secure low-cost funding sources for sustainable business development [3] Information Disclosure Compliance - The company adheres strictly to information disclosure management regulations, ensuring fair disclosure of information without leaking any undisclosed significant information during investor interactions [4]
太阳能(000591) - 2024年11月13日投资者关系活动记录表