香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的 任何損失承擔任何責任 。 彩虹集團新能源股份有限公司 IRICO GROUP NEW ENERGY COMPANY LIMITED* 公 告 建議修訂公司章程及相關議事規則 彩 虹 集 團 新 能 源 股 份 有 限 公 司（「本公司」）董 事 會（「董事會」）謹 此 公 佈， 於二零二五年九 月 十 六 日，董 事 會 審 議 並 通 過 關 於 建 議修訂本公司公 司 章 程（「公司章程」）、本 公 司 股 東 會 議 事 規 則（「股東會議事規則」）及 本 公 司 董 事 會 議 事 規 則（「董事會議事規則」）的 議 案（「公司章程及相關議事 規則之建議修訂」）。 二 零 二 三 年 二 月 十 四 日，國 務 院 發 佈 關 於 廢 止《國 務 院 關 於 股 份 有 限 公 司 境 外 募 集 股 份 及 上 市 的 特 別 規 定》的 公 告，於 二 零 二 三 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 彩虹集團新能源股份有限公司 呈交日期: 2025年9月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 其他類別 (請註明) | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | N/A | 說明 | 內資股 | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 80,073,400 RMB | | | 1 RMB | | 80,073,400 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 80,073,400 RMB | | | 1 RMB | | 80,073,400 | | 2. 股份分類 | 普通股 | 股份類別 | ...

Core Viewpoint - Rainbow New Energy (00438.HK) reported a decline in revenue and net loss for the first half of 2025, primarily due to falling product prices despite a slight increase in solar photovoltaic glass sales [1] Financial Performance - The company's solar photovoltaic glass sales increased by 5.5% compared to the same period last year [1] - Revenue reached RMB 1.519 billion, a decrease of 25.52% year-on-year [1] - The net loss attributable to shareholders was RMB 296 million, a reduction of RMB 300 million year-on-year [1] - Total profit amounted to RMB -295 million, down RMB 3.09 million year-on-year [1] Industry Context - The photovoltaic glass industry is experiencing intensified competition due to supply-demand imbalances and capacity mismatches [1] - The company is focusing on cost reduction and efficiency improvement, accelerating technological innovation, and developing high value-added products [1] - The current industry environment is characterized by deep internal competition, necessitating enhanced technological innovation, improved internal management, and reduced production costs as core survival strategies [1]

Core Viewpoint - Rainbow New Energy (00438) reported a significant decline in its mid-year performance for 2025, with a notable drop in revenue and a shift to net losses due to adverse market conditions in the photovoltaic glass sector [1] Financial Performance - The company's operating revenue was approximately 1.519 billion yuan, representing a year-on-year decrease of 25.52% [1] - The net loss attributable to shareholders was around 296 million yuan, marking a transition from profit to loss compared to the previous year [1] - Basic loss per share was reported at 1.6770 yuan [1] Business Operations - The main business revenue decreased by 25.56% year-on-year, primarily due to a temporary supply-demand imbalance in photovoltaic glass production, leading to a significant drop in product prices [1] - The losses were largely attributed to intensified competition in the photovoltaic glass industry, driven by supply-demand conflicts and capacity mismatches [1] - The company is actively pursuing cost reduction and efficiency improvement initiatives, alongside accelerating technological innovation and the development of high-value-added products [1] - Despite these efforts, the continuous decline in product prices has resulted in a substantial decrease in the gross margin of the photovoltaic glass business [1] - In response to the current industry conditions and price fluctuations, the company has made provisions for asset impairment on photovoltaic glass products in accordance with accounting standards [1]

Group 1 - The core viewpoint of the article highlights that Rainbow New Energy (00438) reported a significant decline in its mid-year performance for 2025, with a revenue of approximately 1.519 billion yuan, representing a year-on-year decrease of 25.52% [1] - The net loss attributable to shareholders was about 296 million yuan, marking a shift from profit to loss compared to the previous year, with a basic loss per share of 1.6770 yuan [1] - The main reason for the decline in revenue was a significant imbalance in supply and demand for photovoltaic glass, leading to a substantial drop in product prices, with the main business revenue decreasing by 25.56% year-on-year [1] Group 2 - The loss was primarily attributed to intensified competition in the photovoltaic glass industry due to supply-demand conflicts and capacity mismatches, despite the company's efforts to reduce costs and enhance efficiency [1] - The company is accelerating technological innovation and the development and mass production of high value-added products, but the continuous decline in product prices has led to a significant drop in the gross profit margin of its photovoltaic glass business [1] - In light of the current industry situation and product price fluctuations, the company has made provisions for asset impairment on photovoltaic glass products in accordance with the "Enterprise Accounting Standards" [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 彩虹集團新能源股份有限公司 IRICO GROUP NEW ENERGY COMPANY LIMITED* 2025年度中期業績公告 彩 虹 集 團 新 能 源 股 份 有 限 公 司（「本公司」）董 事 會（「董事會」）之 全 體 董 事（「董 事」）謹 此 公 佈 本 公 司 及 其 附 屬 公 司（統 稱「本集團」）於2025年6月30日及截 至 該 日 止 六 個 月（「報告期」）之 未 經 審 核 簡 明 綜 合 中 期 業 績 及 財 務 狀 況 連 同 比 較 數 字 如 下。 – 1 – 合併資產負債表（未經審計） 2025年6月30日 （除 特 別 註 明 外，金 額 單 位 均 為 人 民 幣 元） | 項 目 | | 2025年6月30日 | 2024年12月31日 | | --- | --- | --- | -- ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 彩 虹 集 團 新 能 源 股 份 有 限 公 司（「本公司」）董 事 會（「董事會」）謹 此 宣 佈， 董 事 會 將 於 二 零 二 五 年 八 月 二 十 八 日（星 期 四）舉 行 董 事 會 會 議，藉 以（其 中 包 括）批 准 本 公 司 及 其 附 屬 公 司 截 至 二 零 二 五 年 六 月 三 十 日 止 六 個 月 的 中 期 業 績 及 考 慮 派 發 中 期 股 息（如 有）之 建 議。 承董事會命 彩虹集團新能源股份有限公司 楊 樺 董事長 中華人民共和國陝西省 二零二五年八月十八日 於本公告刊發日期，本公司董事會由楊樺女士及高鋒安先生擔任執行董事， 由 方 忠 喜 先 生 及 王 棟 先 生 擔 任 非 執 行 董 事，及 由 蘇 坤 先 生、李 勇 先 生 及 郝 梅 平 女 士 擔 任 獨 立 非 執 ...

呈交日期: 2025年8月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 其他類別 (請註明) | | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | N/A | 說明 | 內資股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 80,073,400 | RMB | | 1 | RMB | | 80,073,400 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 80,073,400 | RMB | | 1 | RMB | | 80,073,400 | 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 彩虹集團新能源股份有限公司 | 2. 股 ...

Group 1 - The Dalian Commodity Exchange announced adjustments to trading fees for industrial silicon and polysilicon futures contracts, effective from July 21, 2025. The trading fee for industrial silicon futures SI2509 will be set at 0.01% of the transaction amount, while polysilicon futures PS2508 and PS2509 will have fees of 0.02% and 0.015% respectively for regular trades, and the same rates for intraday closing trades [1] Group 2 - Recent data from the China Nonferrous Metals Industry Association indicates a significant increase in silicon wafer prices, with N-type G10L single crystal wafers averaging 1.05 yuan per piece (up 22.09% week-on-week), N-type G12R at 1.15 yuan (up 15.00%), and N-type G12 at 1.35 yuan (up 13.45%). This price increase is attributed to rising silicon material prices and improved supply-demand dynamics [2] - The photovoltaic industry is facing challenges in the first half of 2025, with supply-demand mismatches leading to price declines and significant operational pressures on most companies in the supply chain. Following the end of the "531" installation rush, demand is expected to weaken in the second half of the year, putting further pressure on prices across the industry [2] - The Central Financial Committee's sixth meeting highlighted the issue of "disorderly competition" and called for accelerated exit of backward production capacity, promoting high-quality development in the industry. The Ministry of Industry and Information Technology emphasized the need to enhance product quality and improve industrial structure efficiency during a meeting with key manufacturing enterprises [2] Group 3 - Dongwu Securities forecasts that global photovoltaic installations will reach 610 GW in 2025, a year-on-year increase of 13%. However, due to a slowdown in growth following the installation rush in China, overseas emerging markets are expected to contribute the majority of the incremental growth. Supply-side policies are guiding industry self-discipline, and anti-involution measures may drive prices upward. The report recommends focusing on high-growth sectors, including leading silicon material companies, component leaders with strong channel advantages, and new technology leaders in auxiliary materials [3] Group 4 - Hong Kong stocks related to the silicon material segment of the photovoltaic industry include GCL-Poly Energy (03800) and Xinte Energy (01799). Stocks related to photovoltaic glass include Fuyao Glass (06865), Kaisa New Energy (01108), Rainbow New Energy (00438), and Xinyi Solar (00968) [4]

Group 1 - The Ministry of Industry and Information Technology held a meeting on July 3 to discuss the photovoltaic industry, emphasizing the implementation of the Central Financial Committee's decisions to promote a unified national market [1] - The photovoltaic glass industry is responding positively to the "anti-involution" policy, with the top ten domestic photovoltaic glass manufacturers planning to collectively reduce production by 30% starting in July [1][2] - As of June 29, the industry has a silicon material inventory of approximately 400,000 tons, which is sufficient to meet two months of downstream demand [1] Group 2 - The price of 2.0mm coated photovoltaic glass has reached a historical low of 10.5-11 yuan per square meter, potentially below the cash costs of leading companies, leading to significant losses for second-tier companies [2] - To avoid intensified competition among photovoltaic glass companies and prevent a vicious market cycle, most glass manufacturers plan to reduce production starting in July, with an industry-wide initiative targeting a 30% reduction [2] - According to Guangfa Securities, the current market conditions will rely more on market-driven measures for supply contraction, with outdated production capacity largely eliminated during the previous downturn [2] Group 3 - Related Hong Kong stocks in the photovoltaic industry include GCL-Poly Energy (03800) and New Special Energy (01799) [3] - Photovoltaic glass-related Hong Kong stocks include Fuyao Glass (06865), Kaisa New Energy (01108), Rainbow New Energy (00438), and Xinyi Solar (00968) [3]