Yongxing Project Overview and Xinyuan Project Investment Highlights slide image

Yongxing Project Overview and Xinyuan Project Investment Highlights

Strong Pipeline and Significant Investment in GI Rapid scale-up: . • Acquired 4 "brownfield” projects and built up 5 “greenfield" projects. 9 projects in operation. Shantou Project phase 1 has started commercial operation and expected to ramp up rapidly. Xintai Zhengda Project, where part of the new facility is in operation, while construction of the remaining part is expected to be completed by the end of 2021. On track to build a sizeable GI portfolio: • • RMB726.9 million has been committed/invested in the equity of projects under construction. Construction of Shantou Phase 2 is expected to complete by end of 2021. Tongshan Project has started construction and is expected to complete in 2021. Shanxi Xinjiang Project has started construction and is expected to complete by early 2022. To date, RMB1.93 billion in equity has been invested/committed. Update on GI Investments to-date Status Total Investments (RMB mm) (2) Project Equity (RMB mm) In Operation 3,296.0 1,207.4 Under Construction (1) 2,363.0 726.9 Amount Invested and 5,659.0 1,934.3 Committed Notes: based on current estimates or forecast (1) Including Tongshan Project Phase 1 and Shanxi Xinjiang Phase 1, which assumes capital structure ~30% equity / 70% debt. Part of new facility of Xintai Zhengda project has started commercial operation, and the remaining part is under construction. (2) Assuming ~40% equity/60% debt. Tangible progress on pipeline: • A couple of projects in late stages of evaluation. Robust pipeline of projects in different stages of evaluation with total equity value >RMB3.5 billion. 19
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