Linyang Energy丨Net-Zero Commitment and Transition Plan

January 08, 2026

江苏林洋能源股份有限公司

Jiangsu Linyang Energy Co., Ltd.

零碳承诺与转型计划

Net-Zero Commitment and Transition Plan

文件编号：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、承诺声明
1. Commitment

江苏林洋能源股份有限公司（以下简称“公司”）以“零碳”战略为发展顶层规划，郑重作出覆盖全价值链的净零承诺：以 2025 年为基准年，至 2030 年实现运营层面（范围 1 与范围 2）碳中和，至 2050 年实现全价值链（范围 1、2、3）温室气体净零排放。本承诺经公司董事会审议批准，通过公司官网及年度可持续发展报告公开披露，接受利益相关方监督。

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.

本计划适用于公司及合并报表范围内全部子公司，覆盖智能配用电、储能、新能源三大业务板块的全部生产基地与运营场所。

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、范围 1 与范围 2 阶段性减排目标
2. Staged Reduction Targets for Scope 1 and Scope 2

公司采用绝对值目标与强度目标并行的方式设定减排路径。绝对值目标用于锚定总量下降，强度目标用于对冲业务规模波动，两者均以 2025 年为基准年，并覆盖公司全部自有运营场所。

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.

项目	范围 1	范围 2
目标类型	绝对值目标 + 强度目标	绝对值目标 + 强度目标
基准年	2025 年	2025 年
基准年排放量	以 2025 年度经第三方鉴证的排放清单为准（吨二氧化碳当量）	以 2025 年度经第三方鉴证的排放清单为准（吨二氧化碳当量，含外购电力与热力）
覆盖比例	100% 自有运营场所：江苏启东、南通、南京，河北平泉，安徽五河，辽宁、河南等国内制造与运营基地，以及沙特、印尼海外生产基地	同左
阶段目标（2030 年）	较基准年下降 50%	较基准年下降 70%
阶段目标（2040 年）	较基准年下降 75%	较基准年下降 95%
最终目标（2050 年）	较基准年实际减排至少90%，剩余排放100%中和，实现净零	范围2：较基准年实际减排至少90%，剩余排放100%中和，实现净零
强度目标	单位营业收入碳排放较基准年下降 60%（2030 年），以经审计营业收入为分母	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：基准年排放量数据以公司 2025 年度可持续发展报告披露并经独立第三方审核机构鉴证的温室气体排放清单为准；2025年尚未投产的基地不计入基准年排放量，投产后按适用规则纳入核算及目标管理。如后续按更完整口径重算基准年数据，公司将在重算年度报告中说明重算原因、影响金额与调整后的目标路径。

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、净零承诺要素
3. Elements of the Net-Zero Commitment

要素	内容
① 基准年	2025 年。选择该年度系因其为公司在上海证券交易所新规下发布首份经第三方鉴证的可持续发展报告年度，排放数据口径完整、可验证，便于后续逐年比较。
② 净零目标年	2050 年实现全价值链净零；2030 年先行实现运营层面（范围 1+2）碳中和。
③ 覆盖范围与减排比例	以2025年为基准年，目标覆盖范围1、范围2和范围3温室气体排放： · 范围1：2030年绝对排放量较基准年下降50%，2050年下降至少90%。 · 范围2：2030年绝对排放量较基准年下降70%，2050年下降至少90%。 · 范围3：2030年绝对排放量较基准年下降25%，2050年下降至少90%。上述减排比例均指未扣除碳抵消、碳移除或其他中和措施的实际温室气体减排量；剩余不超过10%的排放将通过符合要求的碳移除措施进行中和，最终实现净零。
④ 目标合并方式	采用范围 1+2+3 合并的净零目标（2050 年）。其中 2030 年阶段性目标为范围 1+2 合并（运营碳中和），范围 3 单独设定阶段性目标。
⑤ SBTi 验证状态	公司目前尚未向科学碳目标倡议（SBTi）提交目标验证。公司计划于 2027 年底前完成范围 1、2 近中期目标的 SBTi 提交，并视范围 3 数据成熟度于 2028 年底前补充提交。
⑥ 剩余排放的中和与价值链外减缓	公司优先通过自身运营及价值链减排实现长期目标。对于2050年仍无法消除的剩余排放（不超过基准年排放量的10%），通过符合适用净零标准要求的碳移除措施进行100%中和，包括符合要求的自然碳汇项目及持久性碳移除技术（如生物炭、直接空气捕集等）。此外，公司将通过购买并注销高质量碳信用、投资林业与湿地保护等项目支持价值链外减缓行动。此类行动不计入自身实际减排比例，也不替代净零目标所要求的剩余排放中和。公司将逐年披露相关措施的实施情况。
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、零碳转型计划
4. Net-Zero Transition Plan

（一）与《巴黎协定》1.5℃ 目标保持一致
(1) Alignment with the 1.5℃ Goal of the Paris Agreement

公司净零路径以《巴黎协定》1.5℃ 温控目标为基准设计，减排速率参照政府间气候变化专门委员会（IPCC）第六次评估报告关于 1.5℃ 路径的要求，并参照科学碳目标倡议（SBTi）企业净零标准的方法学设定近中期与长期目标。公司承诺在编制年度可持续发展报告时开展气候情景分析，评估 1.5℃ 有序转型、2℃ 迟滞转型及高排放情景下对公司资产、收入与成本的影响，并将结论纳入公司风险管理清单。

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）量化投资与资金目标
(2) Quantified Investment and Funding Targets

类别	2026–2030 年累计投入	主要用途
节能降碳改造	不低于 2 亿元	高耗能设备更新、余热余压利用、空压与制冷系统优化、能源管理系统建设
可再生能源建设	不低于 3 亿元	厂区屋顶光伏、BIPV 幕墙、绿电直连与储能配套，提升自发自用绿电比例
绿色产品与工艺研发	不低于 3 亿元	低能耗产品设计、低碳材料替代、N 型电池与储能系统能效提升
碳抵消与碳汇	不高于 2,000 万元	剩余排放中和、林业与湿地碳汇项目
合计	不低于 8 亿元	占同期预计资本开支与研发投入的合理比例，逐年列入年度预算
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）关键脱碳行动
(3) Key Decarbonization Actions

范围	关键行动
范围 1	燃油车辆与厂内物流叉车电动化替代；天然气锅炉改为电锅炉或热泵；焊接、烘干等工序电气化；制冷剂由高 GWP 工质更换为低 GWP 工质；逸散排放定期检测与修复。
范围 2	厂区屋顶光伏与 BIPV 全覆盖，2027 年自有绿电占比不低于 20%，2030 年不低于 40%；参与绿电交易与绿证采购；建设绿电直连与储能配套，提升就地消纳比例。
范围 3	推行绿色采购，优先选择通过 ISO 14001 认证、开展产品碳足迹核算的供应商；要求主要供应商披露排放数据并设定减排目标；提高再生铝、再生铜、再生塑料与回收硅料使用比例；优化运输方式与包装，提高装载率；推进退役组件与电池回收体系建设；引导客户提高产品使用能效。
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）利益相关方沟通
(4) Stakeholder Engagement

公司在转型计划的制定、实施与复盘中与主要利益相关方保持常态化沟通，以获取意见并支持计划落地：与客户及供应商通过供应商大会、客户审核与联合减碳项目对接减排要求；与行业协会（中国光伏行业协会、中国仪器仪表行业协会、江苏省可再生能源行业协会等）共享方法与数据，参与行业标准制定；与政府主管部门就绿电交易、绿证、碳市场政策保持沟通与反馈；与投资者在业绩说明会及 ESG 评级沟通中说明转型进展；与社区及环保组织就项目生态影响进行交流。公司建立意见反馈渠道，并每年在可持续发展报告中披露沟通情况与主要反馈的处理结果。

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）社会影响评估与应对措施
(5) Social Impact Assessment and Measures

转型计划可能带来的社会影响主要包括：高耗能环节改造后部分岗位的技能要求变化与人员调整；供应链减排要求提高对中小供应商的成本压力；绿电与碳成本上升对产品价格的传导；海外基地所在社区的就业与本地化采购期望。公司据此采取以下措施：对受影响的岗位人员优先安排转岗培训而非直接裁减，年度培训覆盖率 100%；为中小供应商提供碳核算培训与技术支持，避免以简单淘汰方式转移压力；转型投资纳入年度预算刚性安排，稳定员工与供应商预期；海外基地持续推进本地化雇佣与本地采购；将转型相关的社区沟通纳入项目环境影响评价程序。

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、治理与信息披露
5. Governance and Disclosure

本计划由董事会审议批准，董事会战略与可持续发展委员会负责监督执行，安全环保部牵头组织落实，各业务板块与子公司按职责分解目标。公司每年在可持续发展报告中披露范围 1、2、3 排放数据、目标进展、投资执行情况与碳抵消使用情况，并对排放数据聘请第三方机构出具鉴证意见。目标进展显著偏离路径时，公司应说明原因并调整行动方案。

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.

本计划由安全环保部负责维护，至少每三年评审一次，并根据国家“双碳”政策、国际气候治理规则及公司战略调整进行更新。

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.

Linyang Energy丨Net-Zero Commitment and Transition Plan

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