江蘇林洋能源股份有限公司物理氣候風險適應計劃

2026.01.08

江蘇林洋能源股份有限公司

Jiangsu Linyang Energy Co., Ltd.

物理氣候風險適應計劃

Physical Climate Risk Adaptation Plan

文件編號：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、目的與適用范圍
1. Purpose and Scope

本計劃是江蘇林洋能源股份有限公司（以下簡稱“公司”）落實氣候適應工作的執行文件，旨在針對已識別的極端天氣與慢性氣候變化風險，系統部署設施抗災能力提升、監測預警與應急響應措施，并明確各項措施對現有運營收入的覆蓋比例、實施時限與新運營場所的覆蓋安排。本計劃與公司《氣候風險評估與財務影響分析》配套執行。

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.

適用范圍為公司及合并報表范圍內全部生產基地、自持新能源電站與運維服務場所。2025 年公司實現營業收入 48.76 億元，本計劃所述覆蓋比例均以該營業收入為分母計算。

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、已識別的物理氣候風險
2. Identified Physical Climate Risks

依據公司在 2025 年度可持續發展報告中披露的風險識別結果，公司面臨的主要物理氣候風險包括臺風、暴雨洪澇、極端高溫、低溫冰凍及海平面上升等，具體暴露情況如下。

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.

風險類型	風險描述	主要暴露資產	風險等級（>2℃情景）
急性	臺風、暴雨洪澇	江蘇啟東、南通沿海生產基地；東南沿海及華東地區光伏、風電、儲能電站	高
急性	極端高溫	全部制造基地與電站，影響設備出力與職業健康	高
急性	低溫雨雪冰凍	河北平泉、遼寧、河南等北方基地	中
慢性	海平面上升與灘涂鹽漬化	江蘇沿海廠區與灘涂光伏電站	高
慢性	降水格局改變	光伏電站輻照資源與發電量穩定性	中高
Risk Type	Description	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、適應措施
3. Adaptation Measures

（一）提升設施抗災能力
(1) Enhancing Facility Resilience

措施	主要內容
廠區防洪排澇	沿海廠區加高防汛墻、增設排水泵站與蓄水池，關鍵設備基礎抬高至歷史最高水位以上 0.5 米；地下管溝設置防水封堵與液位報警。
建筑與結構加固	廠房與倉庫屋面按抗風等級要求加固，圍護結構及屋面連接件定期檢測更換；光伏支架風壓設計按 50 年重現期取值，臺風影響區提高至 100 年重現期。
電站抗風與防澇設計	新建電站嚴格執行抗風設計規范，逆變器、匯流箱等關鍵設備安裝高度提升；既有電站分批開展支架加固與組件壓塊更換。
電氣與儲能設備防護	儲能艙與電池柜配置防澇底座、防腐蝕涂層；變電站與配電設施增設防雷、防潮與溫度監測。
備用電源與冗余設計	關鍵工序配置雙回路供電與柴油發電機組，保障極端天氣下的連續生產與數據安全。
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）監測預警與應急響應
(2) Monitoring, Early Warning and Emergency Response

措施	主要內容
氣象監測與預警對接	接入國家及地方氣象預警平臺數據，對臺風、暴雨、高溫、雷電等預警實現自動推送；重點基地與電站配置自動氣象站。
智能巡檢與在線監測	運用無人機、巡檢機器人與在線監測終端，對屋面、支架、基礎與線路開展高頻巡檢，建立隱患臺賬與閉環整改機制。
應急預案與演練	制定防汛防臺、防高溫、防冰凍專項應急預案，每年至少組織一次綜合演練，重點基地每半年一次；演練結果納入考核。
應急物資與隊伍	按基地儲備沙袋、水泵、發電機、搶修工具等物資，建立 24 小時值班與應急搶修隊伍。
保險與財務安排	對重點資產投保財產一切險與營業中斷險，建立巨災風險自查與再保安排評估機制。
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、對現有運營收入的覆蓋比例
4. Coverage of Existing Operating Revenue

公司以業務單元為口徑測算適應措施的覆蓋比例。2025 年營業收入 48.76 億元，全部生產基地與自持電站已完成基礎性適應措施部署，其中抗災能力強化與智能監測預警措施已覆蓋的收入占營業收入的比例測算如下。

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.

業務單元	2025 年收入（億元）	已覆蓋收入（億元）	覆蓋率	覆蓋狀態說明
智能配用電（電能表及終端等）	28.42	28.42	100%	啟東本部及南通等廠區已完成防洪加固與結構檢測，其余廠區按清單 2027 年完成
光伏發電	7.41	6.30	85%	自持及運維電站按臺風影響區清單分批實施，2027 年實現全覆蓋
儲能、節能	5.11	4.09	80%	啟東、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
其他業務	7.81	6.25	80%	隨對應運營場所適應措施同步實施，2028 年完成
合計	48.76	45.06	約 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：分業務單元收入取自公司 2025 年年度報告分行業營業收入數據（智能配用電 28.42 億元、光伏發電 7.41 億元、儲能及節能 5.11 億元、其他業務 7.81 億元），合計與營業收入 48.76 億元一致；已覆蓋收入指該業務單元中已完成全部適用適應措施的場所所對應的收入。

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、實施時限
5. Implementation Timetable

階段	時間	主要任務	目標覆蓋率
第一階段	2026 年	完成沿海基地與臺風影響區電站的風險普查；啟東、南通、平泉、五河基地防洪與結構加固；氣象預警平臺接入；專項應急預案修訂與演練	92.4%
第二階段	2027 年	儲能三大基地與沙特基地適應措施完成；印尼基地完成；自持電站支架加固與設備抬升全面實施；智能巡檢系統覆蓋全部重點資產	95%
第三階段	2028 年	剩余運維服務站點完成；全部資產納入在線監測與預警體系；建立適應措施效果評估機制	100%
第四階段	2029–2030 年	適應措施常態化運行與年度復核；將氣候適應要求嵌入新建項目設計與投資決策流程	維持 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、新運營場所的覆蓋安排
6. Coverage of New Operations

公司對新建及新投產運營場所執行“設計即適應”原則，將氣候適應要求前置嵌入選址、設計與驗收環節，確保其在投運之日起即具備完整的適應能力。對于并購及租賃運營場所，公司按照本章規定開展適應措施差距評估與整改。

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.

環節	覆蓋要求
選址評估	新建項目選址須開展氣候暴露評估，避開洪水淹沒線、地質災害易發區與生態敏感區；沿海項目須評估海平面上升與風暴潮影響。
設計標準	新建廠房按當地 50 年重現期風壓與 100 年重現期洪水位設計，臺風影響區提高一級；光伏支架、儲能艙基礎按更高抗風防澇標準設計。
投產驗收	新場所投運前須完成氣象監測接入、應急預案編制、應急物資配置與人員培訓，并通過專項驗收后方可投產。
并購與租賃場所	并購或租賃運營場所須在交割后 12 個月內完成適應措施差距評估并制定整改計劃，24 個月內完成整改。
年度復核	每年對新增場所納入適應計劃清單，并在年度報告中披露新運營場所覆蓋情況。
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 年新投產的沙特儲能基地、印尼工廠及規劃中的歐洲儲能產線，均須在投運前完成適應措施并通過驗收，實現新運營場所 100% 覆蓋。

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、資源保障與監督
7. Resources and Oversight

適應措施所需資金納入年度資本開支預算，2026 至 2028 年累計投入不低于 1.05 億元，重點用于防洪加固、抗風設計與氣象監測系統建設。安全環保部負責統籌推進與進度跟蹤，財務部負責預算保障與投入核算，各業務板塊負責現場實施。董事會戰略與可持續發展委員會每年審議適應計劃執行情況，執行進度納入管理層考核指標。

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.

江蘇林洋能源股份有限公司物理氣候風險適應計劃

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