Group 1: Company Orders and Revenue Recognition - The company reported over 3 billion in hand orders, primarily from curtain wall projects. The settlement period for curtain wall projects typically ranges from 6 to 18 months, with revenue recognized based on the percentage of completion method [1]. - The company aims to ensure sales revenue and net profit despite intense competition in the domestic curtain wall industry by leveraging technology and brand advantages, as well as enhancing internal control systems and talent acquisition [3]. Group 2: Solar Power Projects - The construction of solar photovoltaic power stations will not wait for fundraising to be completed; the company plans to invest self-raised funds based on project progress and will later replace these with raised funds [3]. - The company expects that some solar photovoltaic projects will be completed and operational in 2015, generating benefits [4]. - The company has initiated solar photovoltaic project construction in Guangdong Province and is considering expansion into other provinces [4]. Group 3: Stock Issuance and Sales Goals - The company has submitted relevant materials for a private stock issuance to the regulatory authority and received acceptance notification on April 16, 2015 [3]. - The company is confident in achieving a sales target of 600 million for the year, supported by brand promotion and enhanced distribution networks [4]. Group 4: Project Progress and Revenue Confirmation - The Fangda City renewal project is currently in the underground construction phase, with revenue recognition expected upon project completion and acceptance, anticipated in 2016 [4]. - The company has ensured that all communications during the investor relations activities adhered to disclosure regulations, maintaining the integrity and timeliness of information [4].

Group 1: Solar Energy Development - The company's solar photovoltaic power station construction is in the preliminary stage, focusing on site selection and approval processes, aiming to become one of the largest solar power operators in China within a few years [1] - Funding for the solar power station construction comes from a combination of self-owned funds, bank loans, and other financing products [3] Group 2: LED Lighting Expansion - Fangda Suozheng Company is primarily engaged in LED lighting products and is set to become the largest LED bulb production base in China through new equipment and technological upgrades [3] - This expansion is expected to create new profit growth points and accelerate the optimization of the company's industrial structure, promoting sustainable development [3] Group 3: Project Management and Execution - The Fangda City renovation project is progressing smoothly and is on schedule [3] - The company secured the APEC conference venue curtain wall project due to its industry-leading technology, brand reputation, and operational management capabilities, showcasing its comprehensive strength as a top curtain wall construction enterprise in China [3] Group 4: Information Disclosure Compliance - During the investor relations activities, the company ensured thorough communication between reception staff and research personnel, adhering to the information disclosure management system to guarantee the authenticity, accuracy, completeness, timeliness, and fairness of information disclosed [3]

证券代码：000055、200055 证券简称：方大集团、方大 B 编号：2015-01 方大集团股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------|--------------------------|-------------------------------------------------------| | | | | | 投 资 者 关 | √特定对象调研 | □ 分析师会议 | | 系 活 动 类 | □ 媒体采访 | □ 业绩说明会 | | 别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参 与 单 位 | 中国银河证券：傅盈 | | | 名 称 及 人 | | | | 员姓名 | | | | 时间 | 2015 年 1 月 21 | 日上午 10：00 | | 地点 | 方大大厦 20 楼会议室 | | | 上 市 公 司 | 董事兼董事会秘书：周志刚 | | | 接 待 人 员 | 证券事务代表：郭凌晨 | | | 姓名 | | | | 投 资 者 关 ...

Group 1: Business Focus and Development - The company is a leading enterprise in the rail transit business, and it plans to increase the proportion of this sector in its main business operations [1] - The company aims to expand its screen door business and enhance its operation and maintenance services, as well as related intelligent systems and advertising businesses [3] - The company has a strong market presence in over 20 cities and regions, making it the largest enterprise in terms of screen door product coverage [3] Group 2: Technology and Innovation - The company has developed nearly 300 patents related to subway screen doors, with about 100 of them being invention patents, accounting for over 50% of the industry in China [3] - The company entered the rail transit equipment industry in 1999 and has since mastered core technologies through independent research and development [3] Group 3: Financial Performance - The company's revenue in Q1 2016 decreased by 1.92% compared to the same period last year, primarily due to the transfer of shares in a subsidiary, which is no longer included in the consolidated financial statements [4] - Despite the decline, other business revenues continue to show growth momentum [4] Group 4: Future Projects and Investments - The company has sold over 40,000 square meters of its real estate project, with revenue expected to be confirmed in the coming years [4] - Funds from the real estate project will be allocated to the development of the rail transit business and emerging industries [4] - The company has received approval for its private placement and is currently in discussions with various institutions regarding subscription intentions [5]

Group 1: Metro Screen Door Business - The main barrier to entry in the metro screen door industry is the high reliability requirement, necessitating 1 million fault-free tests before supply [2] - The company holds a 30% market share in the metro screen door sector, with operations in 20 cities across China [3] - Maintenance services for metro screen doors are expected to generate approximately 200,000 RMB per line, with a growing market potential as more metro lines enter paid maintenance periods [3] Group 2: Curtain Wall Business - The curtain wall business is growing at an annual rate of 20%-30%, with projected revenue of 3 billion RMB by 2018 [3] - The overall market capacity for curtain walls is estimated at 100-200 billion RMB, with the company holding a market share of about 1%-2% [3] - Competitive advantages in the curtain wall sector include technology, brand strength, and notable projects with major clients like Wanda and Alibaba [4] Group 3: Photovoltaic Projects - The photovoltaic power stations operate under a heavy asset model, with a net profit margin of 40%-50% [4] - The company anticipates 30-40 MW of distributed photovoltaic power stations to be connected to the grid in 2016 [4] - Future developments in the photovoltaic sector will depend on government subsidies and the availability of internal funding [4] Group 4: LED Business Impact - The LED business incurred a loss of over 90,000 RMB in 2015, accounting for 60% of the company's operations, and has since been divested [4]

Market Outlook - The National Development and Reform Commission projects that by 2020, the total length of urban rail transit in China will reach 6,000 kilometers, with 50 cities having rail transit systems [2] - Currently, there are 26 cities with operational rail transit, totaling 3,612 kilometers [3] Business Performance - The company's market share in the screen door business is 30%, making it the largest in the country [3] - The company expects a 30% annual growth rate in screen door orders over the next few years [3] Regional Focus - The company has been active in the screen door market since 2000, with products used in over 20 cities, including Beijing, Shanghai, and Singapore [3] - The company aims to enhance its domestic market share while expanding into international markets [3] Financial Projections - The company anticipates annual rental income of 150 to 200 million yuan starting from 2017, following the completion of the Fangda City project [5] - The company has a total land area of approximately 44,000 square meters for the Fangda City project, with a total construction area of about 330,000 square meters [5] Investment and Projects - The company plans to invest 8 billion yuan in the construction of photovoltaic power stations, focusing on distributed generation [6] - Three fundraising projects with a total installed capacity of 39.3 MWp are expected to be connected to the grid in the second half of the year [4] International Operations - The company uses letters of credit for international projects, resulting in favorable payment conditions [4] - The company is currently in discussions with various institutions regarding subscription intentions for its private placement [4]

证券代码：000055、200055 证券简称：方大集团、方大 B 编号：2016-02 方大集团股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------|---------------------------------|--------------------------------------------------------------| | | | | | 投资者关 | √ 特定对象调研 | □ 分析师会议 | | 系活动类 | □ 媒体采访 | 业绩说明会 | | 别 | □ 新闻发布会 | 路演活动 | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位 | 国泰君安：鲍雁辛 | | | 名称及人 | | | | 员姓名 | | | | 时间 | 2016 年 3 月 7 日下午 | 15：00 | | 地点 | 方大大厦 20 楼会议室 | | | 上市公司 | | 董事兼董事会秘书：周志刚 副总裁兼财务总监：林克槟 | | 接待人员 | 证券事务代表：郭凌晨 | | | 姓名 | | | | 投资者关 | ...

Group 1: Company Overview - Fangda Group has five industrial bases that ensure reliable product delivery through efficient operations [3] - The company emphasizes strengthening internal control systems and attracting high-quality management and technical talent [3] - Fangda Group's curtain wall system industry maintains a continuous development trend due to its advantages in technology, quality, and brand [3] Group 2: Project Selection and Characteristics - The company conducts strict project evaluation procedures, focusing on projects from government, listed companies, state-owned enterprises, and large real estate developers [3] - Fangda Group is a pioneer in the subway screen door industry, having developed core technologies since 1999, leading the market in terms of market share, brand influence, and patent ownership [3] Group 3: Financial and Operational Updates - As of December 31, 2015, the company had accumulated approximately 461,000 kWh of electricity generation from its solar photovoltaic projects [4] - The company is progressing with solar photovoltaic projects totaling approximately 1.1 GW in capacity, with ongoing construction in various locations [4] - The Fangda City project covers an area of about 44,000 square meters, with a total construction area of approximately 330,000 square meters, and is currently the largest urban complex under construction in the Shenzhen Overseas Chinese Town area [4] Group 4: Investor Relations and Communication - The investor relations activity included a meeting on January 12, 2016, where the company provided an overview of its overall situation and industry development [2] - The company ensures that information disclosure is truthful, accurate, complete, timely, and fair, adhering to regulations and signing a commitment letter as required by the Shenzhen Stock Exchange [4]

Group 1: Business Performance - The company's subway screen door business revenue for the first half of 2016 reached 16,414.76 million yuan, representing a year-on-year growth of 69.28% [3] - The total orders for subway screen doors amounted to 668 million yuan, with an order reserve of 1.16 billion yuan by the end of June 2016, indicating a 708% increase compared to the previous year [3] - The company expects continued rapid growth in the subway screen door industry [3] Group 2: Future Business Plans - The company aims to achieve a revenue scale of 3 billion yuan in its curtain wall business within the next few years, with the overall market capacity estimated at 100-200 billion yuan annually [3] - The establishment of "Shenzhen Qifeng Capital Co., Ltd." is intended to serve as an investment platform for seeking and nurturing competitive domestic and international merger or investment projects [4] Group 3: Financial Management - Sales expenses decreased by 38.02% in the first half of 2016, primarily due to reduced advertising costs after the LED business was divested [3] - The project "Fangda City" has a total construction area of 330,000 square meters, with plans to sell 100,000 square meters and lease another 100,000 square meters, generating a pre-sale amount of 1.59 billion yuan by the end of June 2016 [4] Group 4: Shareholder Confidence - The actual controller's increase in B-share holdings reflects confidence in the company's development prospects [5]

证券代码：000055、200055 证券简称：方大集团、方大 B 方大集团股份有限公司投资者关系活动记录表 编号：2016-07 | --- | --- | --- | |------------|---------------------------------|------------------------------------------| | | | | | 投资者关系 | √特定对象调研 | □ 分析师会议 | | 活动类别 | □ 媒体采访 | 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名 | 韩国 NH 投资证券： | SOHN SE HOON( 沈政勋 ) | | 称及人员姓 | Zhao,Yong Min Hong,Jeong Pyo | | | | D Joshua Sim | | | 名 | | KB ASSET MANAGEMENT：Jeffrey Lee （李俊 | | | 英） | | | | | MIDAS ASSET MANAGEMENT：Julia Yoo ...