Group 1: Company Development in Natural Gas - The company focuses on developing brand-value and light-asset natural gas terminal sectors, primarily in vehicle natural gas, regional franchise projects, and pipeline projects [2] - The company is exploring franchise rights at the municipal and county levels, with potential expansion into township areas [2] - In the transportation sector, the company is developing LNG refueling stations on highways and national/provincial roads, as well as CNG refueling stations in urban areas [2] Group 2: Impact of National Policies - The national "13th Five-Year Plan" aims to increase the share of natural gas in primary energy from 5% to over 10% by 2020, promoting the adoption of natural gas [2] - The increasing use of natural gas is expected to benefit equipment manufacturers, operators, and producers, with applications expanding across residential, commercial, industrial, and power generation sectors [2] - China is establishing a multi-layered gas supply structure, enhancing pipeline and storage facilities, which will provide significant growth opportunities for the company's natural gas business [2] Group 3: Competitive Advantages and Business Transformation - The company has established close partnerships with major gas source companies like PetroChina and Sinopec, enhancing its gas supply capabilities [3] - The company is diversifying its gas supply sources through various methods, including coal gasification, biomass gasification, and overseas LNG projects, to ensure a stable supply for future growth [3] - Over the past three years, the company's natural gas sales revenue has grown at an average rate of 200%, indicating rapid business transformation [3] Group 4: Future Aspirations - The company aims to become a leading clean energy natural gas operator in China, demonstrating strong confidence in achieving this goal [3]

Group 1: Natural Gas Business Development - The company is steadily advancing its "Double Hundred Station" plan in the natural gas sector [2] - The company is accelerating the development of its pipeline business with exclusive operating rights, with progress reported as smooth [2] Group 2: Gas Supply and Cost Management - The company is enhancing its purchasing power as terminal advantages become apparent with the commissioning of its stations, diversifying gas supply channels to reduce costs [2] - Current supply channels include traditional sources, coal gas, and overseas LNG projects [2] Group 3: Funding and Financial Strategies - Funding for the natural gas business is sourced from traditional industry exit funds, reclamation project monetization, and self-owned funds, alongside the use of acquisition funds and other financing tools [2] - The company has completed the asset transfer for its private placement and anticipates completing the fundraising process soon [3] - The major shareholder has shown confidence in the company's development by subscribing to shares worth 100 million yuan in the fundraising [3] Group 4: Pipeline Project Acquisition Potential - The company is actively pursuing acquisition opportunities in pipeline projects, indicating significant growth potential [3]

证券代码：000407 证券简称：胜利股份 山东胜利股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|---------------------------|---------------------------------------------------------| | | | | | 投资者关系活动 | √ | 特定对象调研 □分析师会议 | | 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 | | | 参与单位名称及 | | 华夏基金:吴彦霖；富恩德基金：吴金宫；国泰君安：肖洁、 | | 人员姓名 | 邱冠华 | | | 时间 | 2015 年 1 月 26 | 日 | | 地点 | 济南 | | | 上市公司接待人 | | | | 员姓名 | 胜利股份 王鹏 杜以宏 丁丁 | | | 投资者关系活动 | | 此次胜利股份多家投资机构就天然气行业情况及公司天 | | 主要内容介绍 | | 然气发展状况赴公司进行了交流。 | | | | 研讨内容除与前 ...

证券代码：000407 证券简称：胜利股份 山东胜利股份有限公司投资者关系活动记录表 编号：2015-003 | --- | --- | --- | |-----------------------|-----------------------------------|------------------------------------------------------| | | | | | 投资者关系活动 | √ 特定对象调研 | □ 分析师会议 | | 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） | | 参与单位名称及 | | 华夏保险：方伟宁；华安基金：周阳； | | 人员姓名 | | 信达澳银基金：李博；泰康资产：黄瑞娇 | | | 广发基金：陆建巍 中银国际：苏文杰 | | | | 嘉实基金：谭影清 中船投资：张扬 | | | 时间 | 2015 年 4 月 1-2 日 | | | 地点 | 济南 | | | 上市公司接待人 员姓名 | 董事秘书杜以宏、证券部丁丁 ...

Group 1: Company Strategy and Operations - The company aims to become a professional natural gas service provider, planning to gradually divest traditional industries that have low profitability or do not align with strategic goals [2] - The company is accelerating the integration of traditional industries through various cooperative methods to achieve mutual benefits [2] Group 2: Gas Source Acquisition and Cost Control - The company maintains close cooperation with major gas suppliers like PetroChina and Sinopec, ensuring stable gas sources [2] - The company is exploring various fields such as coal gasification, biomass gas production, and overseas LNG to secure gas sources at lower costs [2] Group 3: Natural Gas Business Development - The company is primarily involved in vehicle natural gas, regional franchise projects, and pipeline projects, with a successful "one participation, one control" plan for vehicle gas stations [2] - The company positions itself as an industry integration platform, planning to accelerate regional operations through mergers and acquisitions [2] Group 4: Funding Sources for Natural Gas Business - The company plans to utilize self-funding, monetization of land resources, divestment of traditional industries, and financing from financial institutions and acquisition funds to support its funding needs [2][3]

证券代码：000407 证券简称：胜利股份 山东胜利股份有限公司投资者关系活动记录表 编号：2016-002 | --- | --- | --- | |--------------|-----------------------------|--------------------------------------------------| | | | | | 投资者关系活 | √ | 特定对象调研 □分析师会议 | | 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） | | 参与单位名称 | 长江证券：童飞 | | | 及人员姓名 | | | | 时间 | 2016 年 3 月 7 日 | | | 地点 | 公司济南驻地会议室 | | | 上市公司接待 | 副总裁、董秘：杜以宏 | | | 人员姓名 | 证券经理：丁丁 | | | 投资者关系活 | | 此次投资者调研的目的为了解并调研清洁能源 | | 动主要内容介 | | 行业状况、公司转型进程、公司未来发展空间等。 | | 绍 | ...

证券代码：000407 证券简称：胜利股份 山东胜利股份有限公司投资者关系活动记录表 编号：2016-001 | --- | --- | --- | |--------------|--------------------------|----------------------------------| | | | | | 投资者关系活 | √ | 特定对象调研 □分析师会议 | | 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） | | 参与单位名称 | 海通证券：王晓林、张一驰 | | | 及人员姓名 | 国泰君安：傅铠铭 | | | | 申万宏源：韩启明 | | | | 泰康资管：黄瑞娇 | | | | 光大保德信基金：李心宇 | | | | 前海开源基金：刘宏 | | | | 交银施罗德基金：黄鼎 | | | | 信达证券：刘栋 | | | | 中金公司：张翔 | | | | 博观投资：朱庆杰 | | | | 六禾投资：蒋文超 | | 1 | --- | --- | |----- ...

证券代码：000407 证券简称：胜利股份 山东胜利股份有限公司投资者关系活动记录表 | --- | --- | --- | |--------------|--------------------------|----------------------------------------------| | | | | | | | | | 投资者关系活 | √ | 特定对象调研 □分析师会议 | | 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） | | 参与单位名称 | 华创证券：柳强 | | | 及人员姓名 | 光大证券：郑小波 | | | | 巨杉资本：徐飞 | | | | 中植产业投资：王凌枫 | | | 时间 | 2016 年 11 月 17 | 日 | | 地点 | 公司济南驻地会议室 | | | 上市公司接待 | 副总裁、董秘：杜以宏 | | | 人员姓名 | 证券经理：丁丁 | | | 投资者关系活 | | 此次投资者调研的目的为了解并调研清洁能源 | | 动主要内容介 ...

证券代码：000407 证券简称：胜利股份 山东胜利股份有限公司投资者关系活动记录表 编号：2016-003 | --- | --- | --- | |-------------------------|-------------------------|--------------------------------------------------| | | | | | 投资者关系活 | √ | 特定对象调研 □分析师会议 | | 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） | | 参与单位名称 及人员姓名 | | 野村投资管理香港有限公司：桑健 | | 时间 | 2016 年 11 月 7 | 日 | | 地点 | 公司济南驻地会议室 | | | 上市公司接待 | 副总裁、董秘：杜以宏 | | | 人员姓名 | 证券经理：丁丁 | | | 投资者关系活 | | 此次投资者调研的目的为了解并调研清洁能源 | | 动主要内容介 | | 行业状况、公司转型进程、公司未来发展空间等。 ...

证券代码：000407 证券简称：胜利股份 山东胜利股份有限公司投资者关系活动记录表 编号：2017-002 | --- | --- | --- | |--------------|----------------------------|------------------------------------------------| | | | | | | | | | 投资者关系活 | √ | 特定对象调研 □分析师会议 | | 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） | | 参与单位名称 | | 深圳前海厚润德财富管理有限公司 洪晓斌 | | 及人员姓名 | 中泰证券 吴吉 | | | 时间 | 2017 年 2 月 21 | 日 10:00 | | 地点 | 公司济南驻地会客室 | | | 上市公司接待 | 董事长：王鹏 | | | 人员姓名 | 副总裁、董秘：杜以宏 | | | 投资者关系活 | | 此次投资者调研的目的为了解并调研清洁能源 | | 动主要内容介 | 行业 ...