证券代码：002218 证券简称：拓日新能 深圳市拓日新能源科技股份有限公司投资者关系活动记录表 编号：20180717 | --- | --- | --- | |-------------------------|------------------------------|---------------------------------------------------------| | | | 特定对象调研 □分析师会议 | | 投资者关系活动类 | □ 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） | | 参与单位名称及人 员姓名 | | 西部证券 王东华；汇丰晋信 吴培文 | | 时间 | 2018 年 7 月 17 | 日 15:30—18:00 | | 地点 | 深圳市南山区侨城北路香年广场 | A 座 802 | | 上市公司接待人员 姓名 | 杨国强、龚艳平 | | | 投资者关系活动主 | 2018 年 7 月 | 17 日，公司董事会秘书兼副总经理杨 | | 要内容介绍 ...

Group 1: Impact of Policy Changes - The 531 policy has significantly impacted the photovoltaic industry, leading to a decrease in operational rates among many companies, with some halting production to minimize losses [2][3] - The policy does not impose restrictions on photovoltaic poverty alleviation stations and "leader" base projects, which are seen as future opportunities for companies [3][6] Group 2: Company Strategies and Advantages - The company has established photovoltaic poverty alleviation stations in regions like Qinghai and Shaanxi, with ongoing projects such as a 15 MW project in Guangxi and a 20 MW project in Qinghai [3][4] - The company has differentiated its supply chain by focusing on the production of photovoltaic glass and brackets, with significant overseas orders contributing to its revenue [4] - The company anticipates a stable income from its self-owned power stations, which totaled 326 MW by the end of Q1 2018, with projections to exceed 500 MW [4] Group 3: International Market Outlook - The company maintains a steady annual revenue of approximately 200-300 million from international sales, with plans to expand into emerging markets such as the Belt and Road Initiative and Africa [4] - The impact of international trade policies, such as the US-China trade war and India's safeguard measures, is minimal on the company's international sales, as the US is not a major export market [5] Group 4: Future Projections and Challenges - The company expects to increase its bracket production capacity to 500 MW by the end of 2018, with plans for further expansion [6] - The company is cautious about new station developments, awaiting further national plans following the 531 policy [6]

证券代码：002218 证券简称：拓日新能 深圳市拓日新能源科技股份有限公司投资者关系活动记录表 编号：20181106 | --- | --- | --- | |----------------------------------|------------------------------|----------------------------------------------------------| | | | 特定对象调研 □分析师会议 | | 投 资 者 关 系 | □ | 媒体采访 □业绩说明会 | | 活动类别 | □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 名 称 及 人 员 姓 名 | 中信建投 张鹏 | | | 时间 | 2018 年 11 月 6 | 日 14:30—17:00 | | 地点 | 深圳市南山区侨城北路香年广场 | A 座 802 | | 上 市 公 司 接 待人员姓名 | 董秘：杨国强 | | | 投 资 者 关 系 活 动 主 要 内 | 2018 年 11 | 月 7 ...

证券代码：002218 证券简称：拓日新能 深圳市拓日新能源科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------|------------------------------|----------------------------------------------------| | | | 特定对象调研 □分析师会议 | | 投资者关系活动类 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） | | 参与单位名称及人 员姓名 | 新时代证券 开文明 | | | | | | | 时间 | 2018 年 11 月 28 | 日 10:00—12:00 | | 地点 | 深圳市南山区侨城北路香年广场 | A 座 802 | | 上市公司接待人员 姓名 | | 董秘：杨国强；证代：龚艳平；董秘办主管：任娜 | | 投资者关系活动主 | 2018 年 11 | 月 28 日，公司董秘兼副总经理杨国强先 | | 要内容介绍 | ...

证券代码：002218 证券简称：拓日新能 深圳市拓日新能源科技股份有限公司投资者关系活动记录表 编号：20190307 | --- | --- | --- | |-----------------------------|------------------------------|--------------------------------------------------| | | | | | | | 特定对象调研 □分析师会议 | | 投资者关系活动类别 | □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） | | 参与单位名称及人员 | 海通证券 张一驰女士 | | | 姓名 | 红土创新基金 吴凯先生 | | | | 红塔红土基金 吴奇先生 | | | 时间 | 2019 年 3 月 7 日 | 15:00—16:30 | | 地点 | 深圳市南山区侨城北路香年广场 | A 座 802 | | 上市公司接待人员姓 名 | | 董秘：杨国强；证代：龚艳平；董秘办主管：任娜 | | 投资者关 ...

证券代码：002218 证券简称：拓日新能 深圳市拓日新能源科技股份有限公司投资者关系活动记录表 编号：20210923 | --- | --- | --- | --- | --- | |--------------------------|-----------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------|------------| | | | | | | | | □特定对象调研 □分析师会议 | | | | | 投资者关系活动 | □媒体采访 | □业绩说明会 | | | | 类别 | □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） | | | | ...

Group 1: Company Overview and Strategy - Shenzhen Tuori New Energy Technology Co., Ltd. focuses on stable operations and strategic planning aligned with industry trends and policies, emphasizing solar application products with high gross margins and low competition [1][2]. - The company has established a strong position in the photovoltaic industry, leveraging a cash-on-delivery sales model that provides stable cash flow [1][2]. - Tuori aims to enhance its business flexibility by expanding its components, auxiliary materials, and power station segments [2]. Group 2: Market Position and Competitive Advantages - The company has a planned production capacity of approximately 2 GW for components, with future expansions aligned with auxiliary material capacity [2][3]. - Tuori's auxiliary materials, including glass and film, are produced in-house, with a self-supply ratio of 20-30% for glass [3]. - The company has a competitive edge in the international market by focusing on multi-crystalline components and consumer application products, allowing for cost-effective expansion [2][3]. Group 3: Future Business Directions - The company plans to reduce its self-use ratio to below 20% while increasing external sales, which is expected to enhance revenue and profit margins [4]. - Future collaborations with major clients and state-owned enterprises are anticipated to deepen, particularly in joint power station projects [3][4]. - The company is exploring opportunities in overseas markets, particularly through partnerships with local enterprises and developers [3].

证券代码：002218 证券简称：拓日新能 深圳市拓日新能源科技股份有限公司投资者关系活动记录表 编号：20221109 | --- | --- | --- | |-------------------------|----------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | □ 特定对象调研 | □ 分析师 ...

证券代码：002218 证券简称：拓日新能 深圳市拓日新能源科技股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | --- | |-------------------------|------------------------------|--------------------------------------------------------|--------|----------| | | | | 编号： | 20221103 | | | ☑ 特定对象调研 | □ 分析师会议 | | | | 投资者关系活动 | □ 媒体采访 □ | 业绩说明会 | | | | 类别 | □ 新闻发布会 □ | 路演活动 | | | | | □ 现场参观 | | | | | | □ 其他 | | | | | 参与单位名称及 人员姓名 | 东北证券 | 建筑光伏分析师庄嘉骏 | | | | 时间 | 2022 年 11 月 3 日 | 10:30-12:00 | | | | 地点 | 香年广场 A 栋 802 | 会议室 | | | | | | | | | | 上市公司接待人 员姓 ...

Group 1: Event Details - The company will participate in the "2022 Shenzhen Listed Companies Investor Collective Reception Day" [1] - The event will be held online on November 9, 2022, from 16:30 to 17:30 [1] - Investors can join via the "Panorama Roadshow" website, WeChat, or the Panorama Roadshow APP [1] Group 2: Company Representatives - Company Secretary Ms. Gong Yanping and CFO Mr. Yu Yongmi will be present to communicate with investors [1] - The event aims to enhance interaction and communication with investors [1] Group 3: Assurance of Information - The company and its board members guarantee the announcement's authenticity, accuracy, and completeness [1] - There are no false records, misleading statements, or significant omissions in the announcement [1]