Group 1: Company Overview and Strategic Plans - The company is progressing steadily with its private placement project, aiming to submit application materials to the Shenzhen Stock Exchange by the end of April 2025 [2] - Xinjiang Energy Group has committed to resolving competition issues within five years through various methods, including asset restructuring and business adjustments [3] Group 2: Renewable Energy Projects - The "Third Channel" for Xinjiang's electricity export is projected to have a total investment of approximately CNY 412.2 billion, with a total installed capacity of 8.1 million kW, including 6.1 million kW from renewable sources [3] - The company has invested CNY 8 billion in the "Third Channel" project, holding a 40% stake [3] Group 3: Current Operations and Financials - The company has received a total of CNY 19.08 billion in renewable energy subsidies, with CNY 26.12 billion in receivables still outstanding as of September 30, 2024 [5] - The average utilization hours for solar projects in 2023 reached 1,455 hours, while some high-quality wind projects achieved up to 2,600-2,700 hours [5] Group 4: Cost and Efficiency of Renewable Energy - The cost of constructing new photovoltaic projects in Xinjiang is estimated at CNY 1.6-1.9 per watt (DC side, excluding land costs) [5] - The ongoing advancements in technology and production scale are expected to further reduce the cost of renewable energy generation [5]
立新能源(001258) - 001258立新能源投资者关系管理信息20250103