YEIC(SZ:002053)2025-12-14 07:32Group 1: Investor Relations Activity - The investor relations activity took place on December 12, 2025, from 13:00 to 14:00 in the company's conference room [1] - Participants included representatives from various investment firms and individual investors [1] Group 2: New Energy Project Status - In 2025, the company submitted two batches of new energy projects in Yunnan, with wind power installation ratios of 19.6% and 13.93% respectively [2] - The company aims to strengthen its core business in green energy during the 14th Five-Year Plan period [2] Group 3: Future Business Expansion - The company is forming a specialized team to explore new energy sectors, including energy storage, hydrogen production, biomass energy, and comprehensive energy services [2] - The goal is to enhance the supply chain and strengthen the business [2] Group 4: AI and Data Application - The company has established a remote centralized control center for new energy, which has completed data access for 13 sites and is in trial operation [2] - The company plans to transition from centralized monitoring to intelligent management, enhancing operational efficiency and power generation benefits [2] Group 5: Pricing and Competitive Advantages - The competitive pricing for new energy in Yunnan includes wind power at 0.335 CNY/kWh and solar power at 0.329 CNY/kWh for 2026 [3] - The company benefits from favorable policies, geographical advantages, and a stable transition of electricity prices for existing projects [3] - The average utilization hours for wind power from 2022 to 2024 were 2,533.35, 2,781.26, and 2,489.69 hours, respectively, exceeding the national average by significant margins [3]