江苏国信(002608) - 2018年11月1日投资者关系活动记录表

Group 1: Electricity Transmission and Generation - The electricity transmitted from Shanxi to Jiangsu this year is approximately 17.5 billion kWh [2] - The growth rate of electricity consumption in Jiangsu has maintained at 6%-7% in recent years, with a stable forecast for next year's utilization hours [2][3] Group 2: Coal Inventory and Storage - The current coal inventory of the company is about 25 days' worth, with a maximum storage capacity of approximately 2.1 million tons [3] Group 3: Market Electricity Competition - The market electricity share has reached 50% this year, expected to increase to 80% next year, with plans to eliminate scheduled electricity by 2020 [3] - The main sources of market electricity currently include annual bilateral negotiations, monthly platform bidding, and listed trading [3] - The company has essentially reached sales intentions for 2019 with major users and electricity sales companies as competition intensifies [3]