On September 30, Jingke Technologies disclosed in the September Investor Relations Activity Record that as of the first half of 2026, the scale of the company's self-owned independent energy storage power station had reached 657 MWh, and the project contract filing scale had exceeded 24 GWh.
In the first half of the year, Jingke Science and Technology has realized the transfer of 200MWh energy storage power station, opened up the profit closed-loop of development, construction and circulation, and the project scale in the start-up state is 1.2G Wh (of which Ningxia 800MWh has been connected to the grid recently). In addition, about 10GWh is also in the construction promotion plan , which is expected to become a new profit growth point of the company in the future.
In addition, since last year, Jingke Technologies has laid out a cross-border computing track to create the company's second growth curve. Up to now, Jingke Science and Technology said that the company has successively reached cooperation intentions with the governments of Zhongwei in Ningxia, Helinger in Inner Mongolia and Ulanchabu on the investment and construction of the computing power center project, and related projects are in the process of advancing. At the same time, the company has signed a strategic cooperation agreement with Shangtang Science and Technology, and the two sides will anchor the strategic direction of "intelligent low-carbon development with large-scale green power, reshaping the energy cost advantage of computing power with the integration of source, network, load and storage ". We will expand multiple cooperation paths such as direct connection of green power, coordination of computing power, capital linkage and "new energy + AI" cooperation at sea, and create an innovative cooperation paradigm of " clean energy + intelligent computing industry" deep integration.
The following is the original text:
Q: The reasons for the company's loss in the first half of the year and how to look forward to the second half of the year?
Answer: The performance of the Company in the first half of the year declined, which was mainly due to the fact that the regional light resources were less than same period last year, combined with the decline in the settlement price of new energy and the intensification of restrictions on power consumption, resulting in a year-on-year decline in the Company's photovoltaic power generation and power generation revenue. As a result, the current business performance is under periodic pressure.
In the second half of the year, the company will continue to implement the "light assets" operation strategy, including photovoltaic power stations and energy storage power stations, while striving to do a good job in business management. In terms of green computing power, the company will actively promote the landing of computing power center projects in Zhongwei, Ningxia and other places, as well as the business layout and revenue generation of computing power leasing.
Ask: What are the follow-up plans for the company's convertible bonds?
Answer: By promoting the transformation of light assets and stabilizing the development of the main business, the company relies on its own green power resources and cost advantages to actively enter the green computing track, promote the transformation of the company from a new energy power generation operator to a green computing and integrated energy service provider, and create the second growth curve of the company.
At the same time, the company has been paying close attention to the changing trend of the secondary market and the convertible bond market, striving to make all kinds of positive preparations and choose the right time to promote the conversion.
Ask: What is the current progress of the project of Ningxia Zhongwei Computing Power Center?
Answer: The project of Ningxia Computing Power Center is currently being actively promoted. If there is any significant progress, the Company will fulfill its information disclosure obligations in a timely manner in strict accordance with the requirements of relevant laws and regulations.
Ask: What is the company's layout in the direction of computing power?
Answer: Relying on its own green power resources and cost advantages, the company actively entered the green computing track, promoted the transformation of the company from a new energy power generation operator to a green computing and integrated energy service provider, and created the second growth curve of the company. Up to now, the company has successively reached cooperation intentions with the governments of Ningxia Zhongwei, Inner Mongolia Helingeer and
Ulanchabu on the investment and construction of the computing power center project, and related projects are in the process of advancing. At the same time, the company has signed a strategic cooperation agreement with Shangtang Science and Technology, and the two sides will anchor the strategic direction of "low-carbon development with large-scale green power enabling intelligence, reshaping the energy cost advantage of computing power with the integration of source, network, load and storage", and expand the multiple cooperation paths such as direct connection of green power, coordination of computing power, capital linkage and "new energy + AI" cooperation at sea. Create an innovative cooperation paradigm of deep integration of "clean energy + intelligent computing industry".
Ask: What is the development plan of the company's energy storage business this year?
Answer: Energy storage business is one of the core strategic tasks of the Company. As of the first half of 2026, the company's self-owned independent energy storage power station scale has reached 657 MWh, and the project contract filing scale has exceeded 24 GWh. In the first half of the year, the Company has realized the transfer of 200MWh energy storage power station, opening up the profit closed-loop of development, construction and circulation. The project scale in the state of commencement is 1.2G Wh (of which 800MWh in Ningxia has been connected to the grid recently), and about 10G Wh is also in the plan of commencement and promotion, which is expected to become a new profit growth point of the Company in the future.
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