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：2014-007 | --- | --- | --- | |----------------|------------------------------|-------------------------------------------------------| | | | | | 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 | 长城证券：曲伟 | | | 人员姓名 | | | | 时间 | 2014 年 8 月 12 日 | | | 地点 | 济南 | | | 上市公司接待人 | | | | 员姓名 | 董事秘书杜以宏 | | | 投资者关系活动 | | 此次研究员赴公司目的是了解天然气发展状况和公司传 | | 主要内容介绍 | 统产业进度情况。 | | | | | 调研内容除与前次公司接待的机 ...

Group 1: Company Positioning and Strategy - The company's natural gas business primarily focuses on vehicle natural gas and regional franchise projects, emphasizing terminal operations for light asset management and direct customer engagement, which enhances brand value and market position [2] - The development space for regional franchise projects is more abundant than previously anticipated, supported by internal and external advantages [2] - The company aims to become a specialized natural gas service provider, gradually divesting from traditional industries that do not align with its strategic goals [2] Group 2: Partnerships and Resource Management - The company maintains good cooperative relationships with major players like PetroChina and Sinopec, ensuring stable gas supply [3] - The company is actively pursuing cost control and gas source acquisition through partnerships and exploring technologies such as coke oven gas methanation, overseas LNG, and shale gas [3]

Group 1: Natural Gas Pricing and Strategy - The company views the upcoming natural gas price adjustment as beneficial for the overall economy and the manufacturing sector in China, which will help optimize costs and enhance competitiveness, especially in transportation and industrial energy sectors [2] - The company is exploring a multi-tiered gas source system, including traditional gas sources, offshore gas, and biomass gas production, to reduce costs [2] Group 2: Business Development and Funding - The company is steadily advancing its "Double Hundred Stations" plan in the natural gas sector, with a focus on acquiring pipeline companies with franchise rights [2] - Significant funding is required for the company's upcoming industrial operations, which will be supported through monetization of land reclamation projects, exiting traditional industries, and establishing multi-tiered financing channels including equity and bonds [2] Group 3: Industry Outlook - The natural gas industry is expected to have vast development potential, with varying opportunities across different industrial chains; the company will focus on light-asset terminal fields to promote natural gas business development [2] - The survey also included inquiries about pricing conditions for gate stations in Shandong and surrounding provinces, as well as CNG station pricing [3]

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 ...