YEIC(SZ:002053)2024-12-19 11:43Group 1: Salt Production - The total salt production for 2023 is approximately 1.68 million tons, with food salt production around 0.35 million tons and industrial salt production about 1.27 million tons [1] - The annual production capacity of mirabilite is 70,000 tons, and it has been operating at near full capacity throughout the year [1] - The annual procurement volume of raw coal for the salt segment is approximately 350,000 tons, primarily sourced from within the province [1] Group 2: Renewable Energy Projects - The construction period for the expansion projects of Tongquan Wind Farm, Laojian Mountain Wind Farm, and Yongning Wind Farm is expected to be 12 months [2] - The 350MW compressed air energy storage project in Kunming has completed its feasibility study review [2] - The 10,000 tons/year MVR salt production energy-saving and environmental protection project in Puer is currently under construction [2] Group 3: Natural Gas Storage - As of the end of October, the natural gas storage volume at Qujing Gas Storage is approximately 1,363,000 cubic meters, accounting for 76% of its capacity; Yuxi Gas Storage has a natural gas storage volume of about 1,639,000 cubic meters, representing 91% of its capacity [2] Group 4: Future Investments - The company plans to focus its future investments primarily in the renewable energy sector, while the salt and natural gas segments will be managed conservatively [2] - The company is planning to increase its investment in the shale gas development company through its 100% equity stake in the natural gas company, which will become a wholly-owned subsidiary post-investment [2]