TJBE(SZ:000695)2026-03-16 00:52Group 1: Project Overview - The company plans to invest in a 200,000-ton anode material integrated project in Ulanqab, Inner Mongolia, alongside a 580MW renewable energy project, which includes 450MW wind power and 130MW solar power, with 116MW/464MWh of electrochemical energy storage [2] - The project is being developed in two phases, with the first phase of 283MW currently under construction, including a 150MW wind power section expected to be operational by May [2][3] Group 2: Operational Model and Benefits - The renewable energy project will connect to the anode material project via a 68.84 km transmission line, allowing green electricity to be directly consumed without entering the public grid, which will reduce electricity costs for anode material production [3] - This model will also help lower carbon emissions during the production of anode materials, supporting downstream clients in managing their carbon footprint [3] Group 3: Cost Reduction and Production Capacity - The first batch of green electricity is expected to connect in May, with uncertain optimization effects on electricity costs for anode material production, influenced by factors such as generation duration and production capacity utilization [3] - Currently, the company has a total capacity of 62,000 tons for front-end production, 108,000 tons for graphitization, and 40,000 tons for finished products, with new capacity being developed as planned [3]