凯盛新能2023年度报告

H 股股份代號：1108A 股股份代號：600876( 於中華人民共和國註冊成立之股份有限公司 ) 年 度 報 告2023 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .80. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .90. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .95. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .106 . . . . 2 0 2 339,472.05-24,542.85202314,929.20 20237,089.67-72,756.542023-65,666.87 2023 . 20231231 . . . . . . Triumph New Energy Company LimitedTRIUMPH NEW EN . 986-379-6390883386-379-63251984lybl600876@163.com 986-379-6390896186-379-6325198419268606@qq.com . 99471009http://www.zhglb.com/lybl600876@163.com . http://www.sse.com.cnhttp://www.hkexnews.hk . 20233 22H . . . .2023 . . 9D7 H M . 2023 2023216 20235,27013%3.393.6491.02%69.50%2.0mm90% . 20232.623.97%7289487432 202320·202320232023 . 2023216.88GW2022129.47GW148.12% . AR 20235,270423.39 . 500 . 6,595,249,704.601,565,138,458.33500,870,417.2833,798,984.44394,720,559.2014,318,092.500.6159.34%20223.01 . 1. . 1. . 2. 6,595,249,704.6031.12%5,831,249,729.9031.51%2023 (1). . 2. (1). 20236 . 2. (3). 20221011202493029.53 202210242024103130GW15.27 . . 2. 467,710.1370.92%20.49% 50%5 259,717.7348.19%25.58% 50%5 202312315% . 4. . 303016130-40304022640-50405012850-60506090600 5. (1)1 4 3 , 5 0 6 , 2 6 7 . 9 4-398,045,232.39541,551,500.33(2)1,758,270,241.73661,818,579.921,096,451,661.81(3)1,356,122,114.77582,527,880.92773,594,233.85 . . 1. . 1. 2 0 2 31 23 11 . 0 42 0 2 21 23 10 . 9 80 . 8 0202212 310.765.3120226.168.0320226.12 20231231229,156,744.6599.52%0.48% 202312314,334,501,761.60202212312,856,129,722.06760,656,246.99202212311,097,924,601.613,573,845,514.61202212311,758,205,120.45 2 0 2 31 23 14 , 1 5 4 , 6 1 3 , 3 5 9 . 3 72 0 2 21 23 14,147,163,623.2620220.18%3,219,838,930.40202212 311,805,097,022.44202278.37%4,627,151,466.55202212314,232,430,907.3520229.33% 2023123159.34%2022123156.33% 2. . 202354%12.6420222,478.354.3% 1. . 2. (1)68,984.2287,381.57(2)58,699.0259,737.72(3)27,130.5928,881.74 100%202212302022202313 . . 20231231 . 1.59.34%3.012.40.3.24.36.48.4.10.13.5.18.26.28.6.19,176,103.257.8.32.33.34. . 9. 20231231149,292,032.10 10. . 20231213100(COP282030311,000GW20221,055GW20305,457GW (BNEF)2023444GW76%202420242023444GW655GW . 20241297(CPIA)2024390430GW190220GW2024GW392025GW53 Research andMarkets202286203053225.6% 20243+1 . (1) (2) (3) (4) . . C1 20231231 . 1. 11434 . 1. 622 2. . 3. 4. 5. . 5. . 6. . . . . . (1)20231231352 (2)202312 31 . . . . . 10082 . . . . . . . 683,7333,8011,774 2,9394643654326 4057876277331249 . . . . 20243282023 . . . C1 C3C3 . 1. (1)434 (2) (3) . 2. 10 C1D3.1 . 2. 12 1124 . ) 4 3.133.13 . 2023 20231231 202315 10%3%3%102 . 7 e +601,500 . Luoyang Glass Company LimitedTriumph New Energy Company Limited . 5,249.69 6202206 22202208 30202303 01202306 12202307 07202311 28 6 202320232023202320232023 1. SO2NOx . I . II . 1. . 1. . . 1. . 2. SO2SO2NOx 3. 2023313[2023]32023615[2023]8202310 20[2023]213 . 4. 6 2023217 2023413 2023529 2023621 2023625 2023119 . 5. SO2NOxLED 6. 7. 20229142022810[2022]51 1. . 2. 3. . (1)5 (2)4520238,199.923,199.7411,399.669,275.56(C02)52,898.50 . 20244 24202320243 282023http://www.zhglb.com/ . . . . . . . 202362820222023 . . . . 1. 20212920212021–2023 20221230202220222023330,000370,000202220232,1002,00020222023120,000200,000 . 1. 202312 272024252024 . 2. 1. 2. . 1. 2. . 1. 2. . 14A14A 310174020231231(1)(2)(3)(4)14A.562023 20231231 20231231(1)(2)(3) . 1.202310 272,368.33 2.20231227(i)(ii)(iii)8,827,400 . 14A . . . 34,93134,228 . . . . 10 10 . . . . 20231231( H K 0 3 3 2 34 4 . 5 0 %42.84%H1.66%( 0 0 0 8 8 5 ) 9 . 7 2 %( 6 0 0 8 7 6 ) 3 1 . 7 4 %(002066)40.13%(600552)29.28%(603060)68.57%(603126)50.94%( 6 8 8 2 9 5 ) 5 7 . 2 7 %( 6 0 0 1 7 6 ) 2 6 . 9 7 %( 6 0 0 9 7 0 ) 4 0 . 9 6 %( 0