电投能源(002128) - 内蒙古电投能源股份有限公司投资者关系活动记录表
IMDTECLIMDTECL(SZ:002128)2024-03-27 08:37

Company Overview - The company was originally named "Inner Mongolia Holin River Open-pit Coal Industry Co., Ltd." and was listed on the Shenzhen Stock Exchange in 2007 under the stock code 002128 [2] - In 2021, the company changed its name to "Inner Mongolia Electric Power Investment Energy Co., Ltd." with the stock abbreviation "Electric Power Energy" [2] - Current coal production capacity is 48 million tons, with electrolytic aluminum capacity at 860,000 tons, and new energy power generation installed capacity approximately 4.5 million kilowatts [2][3] Energy Production - Thermal power generation capacity is 3 million kilowatts, including 1.8 million kilowatts from circular economy thermal power plants [3] - Current new energy power generation capacity includes 1.05 million kilowatts from circular economy projects, with an additional 3.45 million kilowatts not yet connected to the grid [3] Coal Sales Structure - Long-term coal sales agreements account for approximately 85%, while market coal constitutes about 15% [3] - Internal thermal power plants consume around 13 million tons of coal [3] Electrolytic Aluminum Pricing - The electricity used for the Hohhot Coal Hongjun electrolytic aluminum project is primarily supplied by internal power plants, which are not independent legal entities [3] Future Projects - The second phase of the Hohhot Coal Hongjun aluminum project is expected to have a scale of 350,000 tons and is currently in preliminary work [3] - The company has completed the necessary procedures for land use certificates related to the Baiyin Hwa No. 2 and No. 3 mines, fulfilling commitments for asset injection [3] Profit Distribution - Profit distribution for the current year will be conducted according to regulatory requirements and company bylaws, with updates to be provided through company announcements [3]