新特能源2023年度报告

1799 20232023 2 4 202311 14 15 17 38 43 2249 8A9 24840 H 888A7 183171712–1716 1513 1799 www.xinteenergy.com 2249 86 991-366588886 991-3672600-102ir@xinteenergy.com 2023 1 21 2 H2023313 2022 3 2022 4 800kV/3000MW 2023 5 PVBL2023100PVBL 20231004 800 6 2023 8 201030 202220222AAA3AAAA 9 A202385 2023EPC 10 22023 10AAAAA 11 12 30,751.806,104.684,345.03 2023 202330602023 24N21%201030202320.2990.16% 20233GW30%15GW 2024 2024326 20231,050GW36%40%2023 1 •20233282030 •202346202318.3%51.9%15.3%1.6 •202362113060203020452060202320302030204520452060 •2023725 •20231012+ 2 2023147.177.87%20232023117.6220235.8366.91% 3 2023510GW50%2023216.9GW148%2023610GW202375.9GW102%2023440GW 2023306030,751.805,117.524,345.0316.51%64.26%67.37% 1 20102023830201019.1320.2952.01%90.16% 2023NNN 19,518.137,006.2423.95%61.22% 2 20232.19GW6,268.051,206.0918.47%19.96% 20232,213.0066.57%1,293.48158.11%20233.23GW1GW SVG15GW 3 20232440%70%40%2023 3060 SVG 20238020231231820712663733 4 HSSE2023 AI 5 2023123130,751.8036,831.406,079.6016.51% 2023123119,518.1325,663.316,145.1823.95%60%90% 202312316,268.057,688.091,420.0418.47% 202312312,213.001,328.60884.4066.57% 2023123120,465.3116,466.273,999.0424.29% 2023123112,511.897,597.304,914.5964.69%90.16% 202312315,061.966,181.241,119.2818.11% 20231231919.52827.4692.0611.13% 2023123110,286.4820,365.1310,078.6549.49%33.45%21.84 20231231736.12657.6678.4611.93% 20231231987.72906.4981.238.96% 20231231608.80702.1493.3413.29% 20231231-6.7542.5949.34 20231231987.152,495.261,508.1160.44% 202312314,345.0313,314.838,969.7967.37% 20231231772.491,004.96232.4723.13% 2023123114,371.4912,732.231,639.2612.87% 202312317,148.2714,234.797,086.5249.78% 202312311,231.901,711.44479.5428.02% 2023123111,867.23202212313,409.76 20%—30%2023123121.87%2022123145.51% 202312314.9572.73202212313.9591.05 202312318,111.34 2023123116,725.63555.90 2023123131,520.3913,501.475,354.7210,410.112,201.63 2023123123,445.2817,320.182,271.06252.98234.512.55 202312318,075.11202212313,424.104,651.0120231231134.44%20221231114.30%20.141,634.24 20231231 20231231 20231231 A20 A20 20231231 20241(IEA)20232025202320287,300GW56%202860%595% 2024 N2024 202428–302–3GW20244–5GW 1 100% 2 N 3 4 N+N 5 1 2 30N 3 4 5 6 202312318,586 2,032.57 A20 202255A2023217A2023510AAA2017688AA202334919202111320223152022628202274202211182023362023322202391920231227202448202241920234242022552023510 512008220127 452015620163 432018620241 6220082 4520216 5320082 6320216 20195601126.SH 6720216 6120216 20236900948.SH 5320156 51002941.SZ20156 4620186 4020156 4520216 4538 552022320241 48201212 4820186 4420186 4620212 4420241 4338 4620156 3520156 1737 110112202312311031061151171737 20231231 2023123124,546,471,052.21 3940 • •10%• 2023202420233.23GW20255–6GW 20231231 H HH10% H •H10%10%H •H10%10%HHH •H10%20%H •H20%20%H [2016]127[2014]81H20%H 2024618202461320246182024618HH2024612HH183171712–17162024612399 56.81%18.80% 26.09%7.17% 5 64.52% 5% 2023 ESG 202312312030 0.47 13 3842 (1)(2) 20231231 (1) 1,500,0003,000,0003,000,0016,000,0006,000,00111,100,000 1.202.163.8 20231231XV(a)(b)352(c)C3 (1)202312315,052,710,0231,430,000,000 (2)202312311,053,829,244 (3)40.08%24.04%70%32.95%581,077,4282023123183,863,1082,896,8006.07% (4)20231231921,286,16187.42%1,223,200H0.33%64.52% (5)40.08%24.04%70%32.95%581,077,428 (6)45.87%2,180,000551,000513,775,000 (7)661,000616,165,000 20231231XV78352 2022555002,994202231520224192022552022419 (1) (2) 202312312.09%202312312.84% (3) (4) (i)(ii)(iii)(iv)500 202255202258A (2)A36AA3(3)1%(4)20.29 1231 20231231XV23336 (2)1,223,200H (3)2,896,800 20231231XV23336 OFAC OFACOFACOFAC 14A14A (i)(ii) 14A 202316100%134,999,999100%1202316 2023428100%13,870100%26,1302023428 A 15AAA30,000,000AAA202332220234242023510A 20231231 202011102021112023123120211013202210172022202316 202011102020122320211013202111222022101720221282020122202111420221122 20201110202111202312312021101320212023567.5 2020111020201223202110132021112220201222021114 2020111020211120231231202111222022101720239 202011102020122320211013202111222022101720221282020122202111420221122 202011102021112023123120211013202220232 20201110202110132021112220201222021114 14A.8114A5%14A (2) 202011102021112023123120211122202210172022202356 202011102020122320211013202111222022101720221282020122202111420221122 20201110202111202312312021112220221017202220237 202011102020122320211013202111222022101720221282020122202111420221122 14A.8114A5%14A (3) 2020111020211120231231202110132021202330 2020111020201223202110132021112220201222021114 (i)(ii)(iii) 5%14A 19932266000895,052,710,023(i)(ii)(iii)(iv)64.52%14A 200312775,000,00014A30%14A 201811291099.18% 201562 14A (1) (2)(3) 14A.56 a.b.c.d. 14A 2023 (ISO14001) 2023 20244262023ESG 2015616 (i)(ii)10% 25% 2023 2023123114 · 2024326 20216162020522023