江蘇林洋能源股份有限公司零碳承諾與轉型計劃

2026.01.08

江蘇林洋能源股份有限公司

Jiangsu Linyang Energy Co., Ltd.

零碳承諾與轉型計劃

Net-Zero Commitment and Transition Plan

文件編號：LY-CL-001 版本：V1.0 生效日期：2026年1月8日

Document No.: LY-CL-001 Version: V1.0 Effective Date: January 8, 2026

一、承諾聲明
1. Commitment

江蘇林洋能源股份有限公司（以下簡稱“公司”）以“零碳”戰略為發展頂層規劃，鄭重作出覆蓋全價值鏈的凈零承諾：以 2025 年為基準年，至 2030 年實現運營層面（范圍 1 與范圍 2）碳中和，至 2050 年實現全價值鏈（范圍 1、2、3）溫室氣體凈零排放。本承諾經公司董事會審議批準，通過公司官網及年度可持續發展報告公開披露，接受利益相關方監督。

Jiangsu Linyang Energy Co., Ltd. (the “Company”) takes its “Net-Zero” strategy as the top-level development plan and hereby makes a value-chain-wide net-zero commitment: with 2025 as the base year, to achieve carbon neutrality in its operations (Scope 1 and Scope 2) by 2030, and net-zero greenhouse gas emissions across the value chain (Scope 1, 2 and 3) by 2050. This commitment has been reviewed and approved by the Board of Directors, is publicly disclosed through the Company’s official website and annual sustainability report, and is open to stakeholder scrutiny.

本計劃適用于公司及合并報表范圍內全部子公司，覆蓋智能配用電、儲能、新能源三大業務板塊的全部生產基地與運營場所。

This Plan applies to the Company and all subsidiaries within its consolidated scope, covering all manufacturing bases and operating sites of its three business segments: smart power distribution and consumption, energy storage, and new energy.

二、范圍 1 與范圍 2 階段性減排目標
2. Staged Reduction Targets for Scope 1 and Scope 2

公司采用絕對值目標與強度目標并行的方式設定減排路徑。絕對值目標用于錨定總量下降，強度目標用于對沖業務規模波動，兩者均以 2025 年為基準年，并覆蓋公司全部自有運營場所。

The Company sets its reduction pathway using both absolute and intensity targets. Absolute targets anchor the decline in total emissions, while intensity targets accommodate fluctuations in business scale; both use 2025 as the base year and cover all Company-operated sites.

項目	范圍 1	范圍 2
目標類型	絕對值目標 + 強度目標	絕對值目標 + 強度目標
基準年	2025 年	2025 年
基準年排放量	以 2025 年度經第三方鑒證的排放清單為準（噸二氧化碳當量）	以 2025 年度經第三方鑒證的排放清單為準（噸二氧化碳當量，含外購電力與熱力）
覆蓋比例	100% 自有運營場所：江蘇啟東、南通、南京，河北平泉，安徽五河，遼寧、河南等國內制造與運營基地，以及沙特、印尼海外生產基地	同左
階段目標（2030 年）	較基準年下降 50%	較基準年下降 70%
階段目標（2040 年）	較基準年下降 75%	較基準年下降 95%
最終目標（2050 年）	較基準年實際減排至少90%，剩余排放100%中和，實現凈零	范圍2：較基準年實際減排至少90%，剩余排放100%中和，實現凈零
強度目標	單位營業收入碳排放較基準年下降 60%（2030 年），以經審計營業收入為分母	同左
Item	Scope 1	Scope 2
Target type	Absolute + intensity	Absolute + intensity
Base year	2025	2025
Base-year emissions	Per the third-party assured 2025 inventory (tCO2e)	Per the third-party assured 2025 inventory (tCO2e, including purchased electricity and heat)
Coverage	100% of Company-operated sites: Qidong, Nantong and Nanjing in Jiangsu; Pingquan in Hebei; Wuhe in Anhui; manufacturing and operating bases in Liaoning and Henan; and overseas bases in Saudi Arabia and Indonesia	Same as left
2030 target	50% reduction vs. base year	70% reduction vs. base year
2040 target	75% reduction vs. base year	95% reduction vs. base year
2050 target	At least 90% gross emissions reduction from the base year, with all residual emissions neutralized to achieve net zero.	At least 90% gross emissions reduction from the base year, with all residual emissions neutralized to achieve net zero.
Intensity target	60% reduction in emissions per unit of revenue by 2030, using audited revenue as the denominator	Same as left

注：基準年排放量數據以公司 2025 年度可持續發展報告披露并經獨立第三方審核機構鑒證的溫室氣體排放清單為準；2025年尚未投產的基地不計入基準年排放量，投產后按適用規則納入核算及目標管理。如后續按更完整口徑重算基準年數據，公司將在重算年度報告中說明重算原因、影響金額與調整后的目標路徑。

Note: base-year emissions are those disclosed in the Company’s 2025 Sustainability Report and assured by an independent third-party assurance provide. Sites that had not commenced operations in 2025 are excluded from the base-year emissions and will be included in emissions accounting and target management upon commencement of operations, in accordance with applicable requirements. If the base year be recalculated on a more complete basis, the Company will explain the reasons, the magnitude of the impact and the adjusted target pathway in the year of recalculation.

三、凈零承諾要素
3. Elements of the Net-Zero Commitment

要素	內容
① 基準年	2025 年。選擇該年度系因其為公司在上海證券交易所新規下發布首份經第三方鑒證的可持續發展報告年度，排放數據口徑完整、可驗證，便于后續逐年比較。
② 凈零目標年	2050 年實現全價值鏈凈零；2030 年先行實現運營層面（范圍 1+2）碳中和。
③ 覆蓋范圍與減排比例	以2025年為基準年，目標覆蓋范圍1、范圍2和范圍3溫室氣體排放： · 范圍1：2030年絕對排放量較基準年下降50%，2050年下降至少90%。 · 范圍2：2030年絕對排放量較基準年下降70%，2050年下降至少90%。 · 范圍3：2030年絕對排放量較基準年下降25%，2050年下降至少90%。上述減排比例均指未扣除碳抵消、碳移除或其他中和措施的實際溫室氣體減排量；剩余不超過10%的排放將通過符合要求的碳移除措施進行中和，最終實現凈零。
④ 目標合并方式	采用范圍 1+2+3 合并的凈零目標（2050 年）。其中 2030 年階段性目標為范圍 1+2 合并（運營碳中和），范圍 3 單獨設定階段性目標。
⑤ SBTi 驗證狀態	公司目前尚未向科學碳目標倡議（SBTi）提交目標驗證。公司計劃于 2027 年底前完成范圍 1、2 近中期目標的 SBTi 提交，并視范圍 3 數據成熟度于 2028 年底前補充提交。
⑥ 剩余排放的中和與價值鏈外減緩	公司優先通過自身運營及價值鏈減排實現長期目標。對于2050年仍無法消除的剩余排放（不超過基準年排放量的10%），通過符合適用凈零標準要求的碳移除措施進行100%中和，包括符合要求的自然碳匯項目及持久性碳移除技術（如生物炭、直接空氣捕集等）。此外，公司將通過購買并注銷高質量碳信用、投資林業與濕地保護等項目支持價值鏈外減緩行動。此類行動不計入自身實際減排比例，也不替代凈零目標所要求的剩余排放中和。公司將逐年披露相關措施的實施情況。
Element	Content
(1) Base year	2025. This year was selected because it is the first year in which the Company published a third-party assured sustainability report under the SSE requirements, with complete and verifiable emissions data that supports year-on-year comparison.
(2) Net-zero target year	Net zero across the value chain by 2050; carbon neutrality in operations (Scope 1+2) by 2030.
(3) Coverage and reduction ratios	With 2025 as the base year, the targets cover Scope 1, Scope 2 and Scope 3 GHG emissions: · Scope 1: Absolute emissions reduction of 50% by 2030 and at least 90% by 2050 compared with the base year. · Scope 2: Absolute emissions reduction of 70% by 2030 and at least 90% by 2050 compared with the base year. · Scope 3: Absolute emissions reduction of 25% by 2030 and at least 90% by 2050 compared with the base year. The above reduction percentages refer to gross GHG emissions reductions, before accounting for carbon offsets, carbon removals or other neutralization measures. Any remaining residual emissions (no more than 10% of base-year emissions) will be neutralized through eligible carbon removal measures to achieve net-zero emissions.
(4) Aggregation basis	A combined Scope 1+2+3 net-zero target (2050). The 2030 milestone is a combined Scope 1+2 target (operational carbon neutrality), with a separate milestone for Scope 3.
(5) SBTi validation status	The Company has not yet submitted its targets to the Science Based Targets initiative (SBTi) for validation. It plans to submit near- and medium-term Scope 1 and 2 targets to SBTi by the end of 2027, and to supplement Scope 3 targets by the end of 2028 as Scope 3 data mature.
(6) Neutralization of residual emissions and beyond-value-chain mitigation	The Company prioritizes emissions reductions across its own operations and value chain. Any residual emissions remaining in 2050 (no more than 10% of base-year emissions) will be fully neutralized through carbon removal measures meeting applicable net-zero standards, including eligible nature-based carbon removal projects and durable carbon removal technologies (such as biochar and direct air capture). In addition, the Company will support beyond-value-chain mitigation through purchasing and retiring high-quality carbon credits and investing in forestry and wetland conservation projects. Such actions do not count toward gross emissions reductions or replace the neutralization of residual emissions required to achieve net zero. The Company will disclose the implementation of these measures annually.

四、零碳轉型計劃
4. Net-Zero Transition Plan

（一）與《巴黎協定》1.5℃ 目標保持一致
(1) Alignment with the 1.5℃ Goal of the Paris Agreement

公司凈零路徑以《巴黎協定》1.5℃ 溫控目標為基準設計，減排速率參照政府間氣候變化專門委員會（IPCC）第六次評估報告關于 1.5℃ 路徑的要求，并參照科學碳目標倡議（SBTi）企業凈零標準的方法學設定近中期與長期目標。公司承諾在編制年度可持續發展報告時開展氣候情景分析，評估 1.5℃ 有序轉型、2℃ 遲滯轉型及高排放情景下對公司資產、收入與成本的影響，并將結論納入公司風險管理清單。

The Company’s net-zero pathway is designed against the 1.5℃ temperature goal of the Paris Agreement. The rate of reduction follows the 1.5℃ pathways set out in the IPCC Sixth Assessment Report, and near-, medium- and long-term targets are set with reference to the methodology of the SBTi Corporate Net-Zero Standard. The Company undertakes to conduct climate scenario analysis when preparing its annual sustainability report, assessing the impact of an orderly 1.5℃ transition, a delayed 2℃ transition and a high-emission scenario on its assets, revenue and costs, and to incorporate the conclusions into its enterprise risk register.

（二）量化投資與資金目標
(2) Quantified Investment and Funding Targets

類別	2026–2030 年累計投入	主要用途
節能降碳改造	不低于 2 億元	高耗能設備更新、余熱余壓利用、空壓與制冷系統優化、能源管理系統建設
可再生能源建設	不低于 3 億元	廠區屋頂光伏、BIPV 幕墻、綠電直連與儲能配套，提升自發自用綠電比例
綠色產品與工藝研發	不低于 3 億元	低能耗產品設計、低碳材料替代、N 型電池與儲能系統能效提升
碳抵消與碳匯	不高于 2,000 萬元	剩余排放中和、林業與濕地碳匯項目
合計	不低于 8 億元	占同期預計資本開支與研發投入的合理比例，逐年列入年度預算
Category	Cumulative 2026–2030	Main Use
Energy-saving and decarbonization retrofit	No less than RMB 200 million	Replacement of energy-intensive equipment, waste heat and pressure recovery, compressed air and cooling optimization, energy management systems
Renewable energy installation	No less than RMB 300 million	Rooftop PV, BIPV facades, green power direct connection and storage, raising the share of self-generated green electricity
Green product and process R&D	No less than RMB 300 million	Low-energy product design, low-carbon material substitution, efficiency gains in N-type cells and storage systems
Offsets and carbon sinks	No more than RMB 20 million	Neutralization of residual emissions, forestry and wetland sink projects
Total	No less than RMB 800 million	A reasonable share of planned capital expenditure and R&D investment over the period, budgeted annually

（三）關鍵脫碳行動
(3) Key Decarbonization Actions

范圍	關鍵行動
范圍 1	燃油車輛與廠內物流叉車電動化替代；天然氣鍋爐改為電鍋爐或熱泵；焊接、烘干等工序電氣化；制冷劑由高 GWP 工質更換為低 GWP 工質；逸散排放定期檢測與修復。
范圍 2	廠區屋頂光伏與 BIPV 全覆蓋，2027 年自有綠電占比不低于 20%，2030 年不低于 40%；參與綠電交易與綠證采購；建設綠電直連與儲能配套，提升就地消納比例。
范圍 3	推行綠色采購，優先選擇通過 ISO 14001 認證、開展產品碳足跡核算的供應商；要求主要供應商披露排放數據并設定減排目標；提高再生鋁、再生銅、再生塑料與回收硅料使用比例；優化運輸方式與包裝，提高裝載率；推進退役組件與電池回收體系建設；引導客戶提高產品使用能效。
Scope	Key Actions
Scope 1	Electrification of fuel vehicles and in-plant forklifts; conversion of gas boilers to electric boilers or heat pumps; electrification of welding, drying and similar processes; replacement of high-GWP refrigerants with low-GWP alternatives; periodic leak detection and repair.
Scope 2	Full coverage of rooftop PV and BIPV, with self-generated green electricity reaching no less than 20% by 2027 and 40% by 2030; participation in green power trading and purchase of green certificates; green power direct connection with storage to raise local consumption.
Scope 3	Green procurement, preferring suppliers certified to ISO 14001 and conducting product carbon footprint accounting; requiring key suppliers to disclose emissions and set reduction targets; increasing the use of recycled aluminium, copper, plastics and recovered silicon; optimizing transport modes and packaging to raise load factors; developing take-back systems for decommissioned modules and batteries; and guiding customers toward more efficient product use.

（四）利益相關方溝通
(4) Stakeholder Engagement

公司在轉型計劃的制定、實施與復盤中與主要利益相關方保持常態化溝通，以獲取意見并支持計劃落地：與客戶及供應商通過供應商大會、客戶審核與聯合減碳項目對接減排要求；與行業協會（中國光伏行業協會、中國儀器儀表行業協會、江蘇省可再生能源行業協會等）共享方法與數據，參與行業標準制定；與政府主管部門就綠電交易、綠證、碳市場政策保持溝通與反饋；與投資者在業績說明會及 ESG 評級溝通中說明轉型進展；與社區及環保組織就項目生態影響進行交流。公司建立意見反饋渠道，并每年在可持續發展報告中披露溝通情況與主要反饋的處理結果。

The Company maintains regular engagement with key stakeholders in developing, implementing and reviewing this Plan, so as to obtain input and support delivery: with customers and suppliers through supplier conferences, customer audits and joint decarbonization projects; with industry associations (such as the China Photovoltaic Industry Association, the China Instrument and Control Society and the Jiangsu Renewable Energy Industry Association) to share methods and data and to contribute to industry standards; with government authorities on green power trading, green certificates and carbon market policy; with investors at results briefings and in ESG rating engagements; and with communities and environmental organizations on the ecological impacts of projects. The Company maintains feedback channels and discloses the engagement undertaken and how key feedback was addressed in its annual sustainability report.

（五）社會影響評估與應對措施
(5) Social Impact Assessment and Measures

轉型計劃可能帶來的社會影響主要包括：高耗能環節改造后部分崗位的技能要求變化與人員調整；供應鏈減排要求提高對中小供應商的成本壓力；綠電與碳成本上升對產品價格的傳導；海外基地所在社區的就業與本地化采購期望。公司據此采取以下措施：對受影響的崗位人員優先安排轉崗培訓而非直接裁減，年度培訓覆蓋率 100%；為中小供應商提供碳核算培訓與技術支持，避免以簡單淘汰方式轉移壓力；轉型投資納入年度預算剛性安排，穩定員工與供應商預期；海外基地持續推進本地化雇傭與本地采購；將轉型相關的社區溝通納入項目環境影響評價程序。

The principal social impacts of the transition plan include: changes in skill requirements and possible staff adjustments following retrofit of energy-intensive processes; cost pressure on smaller suppliers from higher supply chain decarbonization requirements; pass-through of higher green power and carbon costs into product prices; and expectations of local employment and local procurement in the communities hosting overseas bases. The Company accordingly takes the following measures: staff affected are prioritized for redeployment training rather than immediate redundancy, with 100% annual training coverage; small and medium suppliers are provided with carbon accounting training and technical support, so that pressure is not shifted through simple disqualification; transition investment is firmly budgeted annually to stabilize expectations among employees and suppliers; overseas bases continue to pursue local hiring and local procurement; and community engagement related to the transition is incorporated into project environmental impact assessment procedures.

五、治理與信息披露
5. Governance and Disclosure

本計劃由董事會審議批準，董事會戰略與可持續發展委員會負責監督執行，安全環保部牽頭組織落實，各業務板塊與子公司按職責分解目標。公司每年在可持續發展報告中披露范圍 1、2、3 排放數據、目標進展、投資執行情況與碳抵消使用情況，并對排放數據聘請第三方機構出具鑒證意見。目標進展顯著偏離路徑時，公司應說明原因并調整行動方案。

This Plan is approved by the Board of Directors, overseen by the Board’s Strategy and Sustainability Committee, coordinated by the Safety and Environmental Protection Department, and broken down by business segment and subsidiary. Each year the Company discloses Scope 1, 2 and 3 emissions, progress against targets, execution of investment and use of offsets in its sustainability report, and engages a third party to provide assurance on emissions data. Where progress deviates materially from the pathway, the Company shall explain the reasons and adjust its action plan.

本計劃由安全環保部負責維護，至少每三年評審一次，并根據國家“雙碳”政策、國際氣候治理規則及公司戰略調整進行更新。

This Plan is maintained by the Safety and Environmental Protection Department, reviewed at least every three years, and updated in response to national dual-carbon policy, international climate governance rules and adjustments to corporate strategy.

江蘇林洋能源股份有限公司零碳承諾與轉型計劃

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