皖能电力(000543) - 000543皖能电力投资者关系管理信息2025-12

Group 1: Investor Relations Activities - The investor relations activity was a roadshow held in Hefei, Anhui Province, with participation from various investment firms and analysts [2] - Notable participants included representatives from Guotai Junan, Galaxy Securities, and Southern Fund [2] Group 2: BEST Project Overview - The BEST project aims to achieve a Q factor of 1-5 and conduct deuterium-deuterium experiments after construction and debugging [3] - The core structure of BEST involves generating fusion reactions in a vacuum chamber to produce energy for electricity generation [3] Group 3: Company Operations and Market Insights - The frequency modulation market is expected to officially commence settlement operations in 2025 as it matures [3] - Subsidies for independent energy storage systems are outlined in the Anhui Development and Reform Commission document, with specific rates for discharge amounts in 2025 and 2026 [3] - A new 300MW wind power project is set to be operational in 2026, with no new coal power units expected to be added [3] Group 4: Future Growth Projections - The company has approximately 2GW of wind power projects under construction, with a goal to connect a large-scale photovoltaic project by the end of the year [3] - The Huabei Juneng Power and Zhongmei Xinjie Li'an Power Plant projects are expected to commence operations in the first half of next year [3]