新中港(605162) - 投资者关系活动记录表（2024年12月11日）

Group 1: Company Overview - Zhejiang Xinhong Port Thermal Power Co., Ltd. is located in Shengzhou, Zhejiang Province, and is the only public thermal power cogeneration enterprise in the city, with a total installed capacity of 99.5 MW [3] - The company primarily produces and sells thermal energy, electricity, and compressed air, serving over 150 industrial enterprises and the State Grid as downstream customers [3] Group 2: Pricing Mechanism - The pricing of steam products is adjusted monthly based on coal price fluctuations and competitive pricing from similar thermal power enterprises, maintaining a notably low price level within the province [3][4] - The company employs a tiered pricing system for steam based on monthly consumption, with discounts for significant users to support strategic development and local economic growth [3][4] Group 3: Carbon Emission Management - The company achieved a total carbon emission quota surplus of 382,400 tons in 2021 and 2022, with a projected surplus of 174,900 tons for 2023 [4] - By increasing the use of coupled solid waste and biomass fuels, the company aims to enhance its carbon emission quota surplus significantly in the coming years, targeting a solid waste fuel ratio of 5%-10% [4] Group 4: Energy Storage Project - The company’s energy storage project, located in Shengzhou, is the only grid-side energy storage demonstration project in the city, with a land area of approximately 37 acres [5] - The project is expected to commence commercial operations by the end of June 2024, with performance indicators meeting design requirements and showing promising profitability [5]