Yongxing Project Overview and Xinyuan Project Investment Highlights slide image

Yongxing Project Overview and Xinyuan Project Investment Highlights

GI - Our Value Creator and Growth Driver Enormous Business Opportunities in China's Anti-smog Sector • • • Government orders mandatory closure of small dirty boilers. Manufacturing plants in industrial parks across China to use highly efficient centralised steam boilers Factories are increasingly concentrated in industrial parks, which continue to expand in the long-term Exclusive supplier of steam to industrial customers within industrial parks with typically 30-year concession agreements and first right to renew such concessions Valuable & Realisable Assets in GI Projects • • • High net present value (NPV) of long-term & recurring cash flows, and attractive double-digit project IRR High-quality cashflows due to captive customers. Steam is a non-discretionary input for production by our industrial customers. Strong tariff collections Solid cashflow growth potential as steam demand growth driven by: (1) Immediate cross-over demand from mandatory closure of small boilers (2) Natural expansion of customers and industrial parks 8
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