Group 1: Investor Relations Activities - The company engaged in 16 investor communication activities in April 2022, including 1 performance briefing and 11 interactions via phone and online platforms [1] - The company participated in 4 investor relations events, including strategy meetings and one-on-one discussions with various securities and fund institutions [1] Group 2: Operational Performance - In Q1 2022, the company generated 560 million kWh from onshore wind projects and 220 million kWh from offshore wind projects, with solar projects contributing 25 million kWh [2] - The wind utilization hours in Q1 2022 experienced a decline compared to the previous year due to fluctuations in wind resources [2] Group 3: Project Updates - The Dafeng 850,000 kW offshore wind project is still in the feasibility study phase, with expected returns similar to other projects in the province [3] - The company’s 300 MW offshore wind project has outperformed initial profit forecasts, achieving a net profit of 390 million yuan in 2021 [3] Group 4: Future Development Plans - The company plans to construct over 400,000 kW of new solar projects, with construction timelines subject to various uncertainties [4] - Future strategies include focusing on offshore wind and solar projects within Jiangsu province, expanding into other provinces, and seeking acquisition opportunities [4][5] Group 5: Financial Aspects - As of the end of 2021, the company had approximately 1.808 billion yuan in receivables related to renewable energy price subsidies, with expectations for a gradual decrease in total subsidy debts over time [4]
江苏新能(603693) - 2022年4月投资者关系活动记录