Linyang Energy丨Physical Climate Risk Adaptation Plan

January 08, 2026

江苏林洋能源股份有限公司

Jiangsu Linyang Energy Co., Ltd.

物理气候风险适应计划

Physical Climate Risk Adaptation Plan

文件编号：LY-CL-003 版本：V1.0 生效日期：2026年1月8日

Document No.: LY-CL-003 Version: V1.0 Effective Date: January 8, 2026

一、目的与适用范围
1. Purpose and Scope

本计划是江苏林洋能源股份有限公司（以下简称“公司”）落实气候适应工作的执行文件，旨在针对已识别的极端天气与慢性气候变化风险，系统部署设施抗灾能力提升、监测预警与应急响应措施，并明确各项措施对现有运营收入的覆盖比例、实施时限与新运营场所的覆盖安排。本计划与公司《气候风险评估与财务影响分析》配套执行。

This Plan is the implementing document for climate adaptation at Jiangsu Linyang Energy Co., Ltd. (the “Company”). It sets out systematic deployment of facility resilience improvement, monitoring and early warning, and emergency response measures against identified extreme weather and chronic climate risks, and specifies the coverage of existing operating revenue, the implementation timetable and the coverage arrangements for new operating sites. It is implemented together with the Company’s Climate Risk Assessment and Financial Impact Analysis.

适用范围为公司及合并报表范围内全部生产基地、自持新能源电站与运维服务场所。2025 年公司实现营业收入 48.76 亿元，本计划所述覆盖比例均以该营业收入为分母计算。

The Plan applies to all manufacturing bases, owned new energy power stations and O&M service sites of the Company and its consolidated subsidiaries. The Company recorded operating revenue of RMB 4.876 billion in 2025, which serves as the denominator for all coverage ratios stated herein.

二、已识别的物理气候风险
2. Identified Physical Climate Risks

依据公司在 2025 年度可持续发展报告中披露的风险识别结果，公司面临的主要物理气候风险包括台风、暴雨洪涝、极端高温、低温冰冻及海平面上升等，具体暴露情况如下。

Based on the risk identification disclosed in the Company’s 2025 Sustainability Report, the principal physical climate risks are typhoons, rainstorms and floods, extreme heat, low-temperature freezing and sea-level rise. Exposure is summarized below.

风险类型	风险描述	主要暴露资产	风险等级（>2℃情景）
急性	台风、暴雨洪涝	江苏启东、南通沿海生产基地；东南沿海及华东地区光伏、风电、储能电站	高
急性	极端高温	全部制造基地与电站，影响设备出力与职业健康	高
急性	低温雨雪冰冻	河北平泉、辽宁、河南等北方基地	中
慢性	海平面上升与滩涂盐渍化	江苏沿海厂区与滩涂光伏电站	高
慢性	降水格局改变	光伏电站辐照资源与发电量稳定性	中高
Risk Type	Deion	Main Exposed Assets	Risk Level (>2℃)
Acute	Typhoon, rainstorm and flood	Coastal bases in Qidong and Nantong, Jiangsu; PV, wind and storage stations in the southeast coastal and east China regions	High
Acute	Extreme heat	All manufacturing bases and stations; affects equipment output and occupational health	High
Acute	Freezing rain and snow	Northern bases in Pingquan (Hebei), Liaoning and Henan	Medium
Chronic	Sea-level rise and tidal flat salinization	Coastal plants and tidal flat PV stations in Jiangsu	High
Chronic	Changed precipitation patterns	Solar irradiation and generation stability at PV stations	Medium-high

三、适应措施
3. Adaptation Measures

（一）提升设施抗灾能力
(1) Enhancing Facility Resilience

措施	主要内容
厂区防洪排涝	沿海厂区加高防汛墙、增设排水泵站与蓄水池，关键设备基础抬高至历史最高水位以上 0.5 米；地下管沟设置防水封堵与液位报警。
建筑与结构加固	厂房与仓库屋面按抗风等级要求加固，围护结构及屋面连接件定期检测更换；光伏支架风压设计按 50 年重现期取值，台风影响区提高至 100 年重现期。
电站抗风与防涝设计	新建电站严格执行抗风设计规范，逆变器、汇流箱等关键设备安装高度提升；既有电站分批开展支架加固与组件压块更换。
电气与储能设备防护	储能舱与电池柜配置防涝底座、防腐蚀涂层；变电站与配电设施增设防雷、防潮与温度监测。
备用电源与冗余设计	关键工序配置双回路供电与柴油发电机组，保障极端天气下的连续生产与数据安全。
Measure	Main Content
Flood control and drainage	Raise flood walls, add drainage pump stations and retention ponds at coastal plants; elevate critical equipment foundations to 0.5 m above the highest recorded water level; install waterproof sealing and level alarms in underground trenches.
Structural reinforcement	Reinforce plant and warehouse roofs to wind resistance requirements and periodically inspect and replace envelope components and roof connections; design PV mounts for 50-year return period wind pressure, raised to 100-year in typhoon-affected areas.
Wind and flood design for stations	New stations comply strictly with wind-resistant design codes, with inverters and combiner boxes installed at elevated heights; existing stations are retrofitted in batches with reinforced mounts and replacement clamps.
Protection of electrical and storage equipment	Storage cabins and battery cabinets are fitted with flood-proof bases and anti-corrosion coatings; substations and distribution facilities are equipped with lightning, moisture and temperature monitoring.
Back-up power and redundancy	Critical processes have dual-circuit supply and diesel generators to ensure continuous production and data security in extreme weather.

（二）监测预警与应急响应
(2) Monitoring, Early Warning and Emergency Response

措施	主要内容
气象监测与预警对接	接入国家及地方气象预警平台数据，对台风、暴雨、高温、雷电等预警实现自动推送；重点基地与电站配置自动气象站。
智能巡检与在线监测	运用无人机、巡检机器人与在线监测终端，对屋面、支架、基础与线路开展高频巡检，建立隐患台账与闭环整改机制。
应急预案与演练	制定防汛防台、防高温、防冰冻专项应急预案，每年至少组织一次综合演练，重点基地每半年一次；演练结果纳入考核。
应急物资与队伍	按基地储备沙袋、水泵、发电机、抢修工具等物资，建立 24 小时值班与应急抢修队伍。
保险与财务安排	对重点资产投保财产一切险与营业中断险，建立巨灾风险自查与再保安排评估机制。
Measure	Main Content
Meteorological monitoring and early warning	Connect to national and local meteorological warning platforms for automatic push of typhoon, rainstorm, heat and lightning warnings; automatic weather stations at key bases and stations.
Smart inspection and online monitoring	Use drones, inspection robots and online monitoring terminals for high-frequency inspection of roofs, mounts, foundations and lines, with a hazard register and closed-loop rectification.
Emergency plans and drills	Dedicated emergency plans for flood and typhoon, heat and freezing; at least one comprehensive drill per year, and one every six months at key bases; drill results are incorporated into performance assessment.
Emergency supplies and teams	Stock sandbags, pumps, generators and repair tools at each base, and maintain 24-hour duty and emergency repair teams.
Insurance and financial arrangements	Insure key assets under property all risks and business interruption policies; establish catastrophe self-inspection and reinsurance review mechanisms.

四、对现有运营收入的覆盖比例
4. Coverage of Existing Operating Revenue

公司以业务单元为口径测算适应措施的覆盖比例。2025 年营业收入 48.76 亿元，全部生产基地与自持电站已完成基础性适应措施部署，其中抗灾能力强化与智能监测预警措施已覆盖的收入占营业收入的比例测算如下。

Coverage is measured by business unit. With 2025 operating revenue of RMB 4.876 billion, all manufacturing bases and owned stations have completed baseline adaptation measures; the share of revenue covered by enhanced resilience and smart monitoring measures is estimated below.

业务单元	2025 年收入（亿元）	已覆盖收入（亿元）	覆盖率	覆盖状态说明
智能配用电（电能表及终端等）	28.42	28.42	100%	启东本部及南通等厂区已完成防洪加固与结构检测，其余厂区按清单 2027 年完成
光伏发电	7.41	6.30	85%	自持及运维电站按台风影响区清单分批实施，2027 年实现全覆盖
储能、节能	5.11	4.09	80%	启东、平泉、五河三大基地已完成；沙特基地 2027年完成，印尼基地 2027 年完成
其他业务	7.81	6.25	80%	随对应运营场所适应措施同步实施，2028 年完成
合计	48.76	45.06	约 92.4%	2028 年提升至 100%
Business Unit	2025 Revenue (RMB 100 mn)	Covered (RMB 100 mn)	Coverage	Status
Smart power distribution and consumption (meters and terminals)	28.42	28.42	100%	Flood reinforcement and structural inspection completed at Qidong head office and Nantong plants; remaining plants to complete by 2027 per list
PV power generation	7.41	6.30	85%	Owned and serviced stations implemented in batches by typhoon-affected area list; full coverage by 2027
Energy storage and energy efficiency	5.11	4.09	80%	Qidong, Pingquan and Wuhe bases completed; Saudi base by 2027, Indonesia base by 2027
Other businesses	7.81	6.25	80%	Implemented together with adaptation measures at the corresponding operating sites, completed by 2028
Total	48.76	45.06	approx. 92.4%	To reach 100% by 2028

注：分业务单元收入取自公司 2025 年年度报告分行业营业收入数据（智能配用电 28.42 亿元、光伏发电 7.41 亿元、储能及节能 5.11 亿元、其他业务 7.81 亿元），合计与营业收入 48.76 亿元一致；已覆盖收入指该业务单元中已完成全部适用适应措施的场所所对应的收入。

Note: segment revenue is taken from the industry breakdown in the Company’s 2025 Annual Report (smart power distribution 28.42, PV generation 7.41, energy storage and energy efficiency 5.11, other businesses 7.81, in RMB 100 million), reconciling to total operating revenue of RMB 4.876 billion; covered revenue refers to revenue attributable to sites within the segment that have completed all applicable adaptation measures.

五、实施时限
5. Implementation Timetable

阶段	时间	主要任务	目标覆盖率
第一阶段	2026 年	完成沿海基地与台风影响区电站的风险普查；启东、南通、平泉、五河基地防洪与结构加固；气象预警平台接入；专项应急预案修订与演练	92.4%
第二阶段	2027 年	储能三大基地与沙特基地适应措施完成；印尼基地完成；自持电站支架加固与设备抬升全面实施；智能巡检系统覆盖全部重点资产	95%
第三阶段	2028 年	剩余运维服务站点完成；全部资产纳入在线监测与预警体系；建立适应措施效果评估机制	100%
第四阶段	2029–2030 年	适应措施常态化运行与年度复核；将气候适应要求嵌入新建项目设计与投资决策流程	维持 100%
Phase	Period	Main Tasks	Target Coverage
Phase 1	2026	Risk survey of coastal bases and typhoon-affected stations; flood and structural reinforcement at Qidong, Nantong, Pingquan and Wuhe; connection to meteorological warning platforms; revision and drilling of emergency plans	92.4%
Phase 2	2027	Completion at the three storage bases and the Saudi base; completion at the Indonesia base; full rollout of mount reinforcement and equipment elevation at owned stations; smart inspection covering all key assets	95%
Phase 3	2028	Remaining O&M service sites completed; all assets included in online monitoring and early warning systems; establishment of an effectiveness evaluation mechanism	100%
Phase 4	2029–2030	Routine operation and annual review of adaptation measures; embedding climate adaptation requirements into new project design and investment decision processes	Maintain 100%

六、新运营场所的覆盖安排
6. Coverage of New Operations

公司对新建及新投产运营场所执行“设计即适应”原则，将气候适应要求前置嵌入选址、设计与验收环节，确保其在投运之日起即具备完整的适应能力。对于并购及租赁运营场所，公司按照本章规定开展适应措施差距评估与整改。

For newly built and newly commissioned sites, the Company applies an “adapted by design” principle, embedding climate adaptation requirements into site selection, design and acceptance to ensure full adaptive capacity from the first day of operation. Acquired and leased sites are subject to the gap assessment and rectification requirements set out in this section.

环节	覆盖要求
选址评估	新建项目选址须开展气候暴露评估，避开洪水淹没线、地质灾害易发区与生态敏感区；沿海项目须评估海平面上升与风暴潮影响。
设计标准	新建厂房按当地 50 年重现期风压与 100 年重现期洪水位设计，台风影响区提高一级；光伏支架、储能舱基础按更高抗风防涝标准设计。
投产验收	新场所投运前须完成气象监测接入、应急预案编制、应急物资配置与人员培训，并通过专项验收后方可投产。
并购与租赁场所	并购或租赁运营场所须在交割后 12 个月内完成适应措施差距评估并制定整改计划，24 个月内完成整改。
年度复核	每年对新增场所纳入适应计划清单，并在年度报告中披露新运营场所覆盖情况。
Stage	Coverage Requirements
Site selection	New projects undergo climate exposure assessment, avoiding flood inundation lines, geological hazard zones and ecologically sensitive areas; coastal projects assess sea-level rise and storm surge impacts.
Design standards	New plants are designed for local 50-year return period wind pressure and 100-year return period flood level, one grade higher in typhoon-affected areas; PV mounts and storage cabin foundations follow higher wind and flood resistance standards.
Commissioning acceptance	Before operation, new sites must complete meteorological monitoring connection, emergency plan preparation, emergency supply provisioning and personnel training, and pass dedicated acceptance.
Acquired and leased sites	A gap assessment against adaptation requirements is completed within 12 months of closing and a rectification plan prepared, with rectification completed within 24 months.
Annual review	New sites are added to the adaptation plan list annually, and coverage of new operations is disclosed in the annual report.

按上述安排，2026 年至 2028 年新投产的沙特储能基地、印尼工厂及规划中的欧洲储能产线，均须在投运前完成适应措施并通过验收，实现新运营场所 100% 覆盖。

Under these arrangements, the Saudi energy storage base, the Indonesia plant and the planned European storage line, which come into operation between 2026 and 2028, must complete adaptation measures and pass acceptance before commissioning, achieving 100% coverage of new operations.

七、资源保障与监督
7. Resources and Oversight

适应措施所需资金纳入年度资本开支预算，2026 至 2028 年累计投入不低于 1.05 亿元，重点用于防洪加固、抗风设计与气象监测系统建设。安全环保部负责统筹推进与进度跟踪，财务部负责预算保障与投入核算，各业务板块负责现场实施。董事会战略与可持续发展委员会每年审议适应计划执行情况，执行进度纳入管理层考核指标。

Funding for adaptation measures is included in the annual capital expenditure budget, with cumulative investment of no less than RMB 105 million over 2026–2028, focusing on flood reinforcement, wind-resistant design and meteorological monitoring systems. The Safety and Environmental Protection Department coordinates progress, the Finance Department secures budgets and tracks spending, and business segments implement on site. The Board’s Strategy and Sustainability Committee reviews implementation annually, and progress is included in management performance indicators.

Linyang Energy丨Physical Climate Risk Adaptation Plan

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