证券代码：002256 证券简称：彩虹精化 深圳市彩虹精细化工股份有限公司 投资者关系活动记录表 编号：【2014】第 018 号 | --- | --- | --- | --- | --- | |-----------------|----------------------------------|----------------------------|--------------------------------------------------------|-------| | | | | | | | 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 | 申万研究：孔凌飞 | | | | | 人员姓名 | 光大保德信：魏晓雪 | | | | | 时间 | 2014 年 11 月 4 日下午 | 14:00 | | | | 地点 公司会议室 | | | ...

Group 1: Company Strategy and Market Position - The company is considering entering the charging pile sector to optimize its new energy industry chain and enhance core competitiveness [1] - The company primarily focuses on distributed photovoltaic power stations while also considering ground photovoltaic power stations [2] - The mid-to-long term development strategy is to capitalize on the low-carbon economy trend while maintaining stable growth in core business and expanding investment in solar power stations [2] Group 2: Financial Performance and Future Outlook - As of November 6, 2015, the company's non-public stock issuance application was approved by the China Securities Regulatory Commission, pending written approval [2] - The company expects a net profit attributable to shareholders for 2015 to range between 46.41 million and 59.07 million CNY, representing a change of 10.00% to 40.00% [3] Group 3: Industry Expansion and New Opportunities - Since its listing in 2008, the company has diversified into several sectors, including new materials, new energy, and environmental protection, forming a multi-faceted business structure [2] - The biobased materials sector is anticipated to be a significant growth area, supported by national strategies promoting low-carbon economies [2][3] - The company has received government funding for its biobased materials project, with a total of 5.2 million CNY from national plans and 1.5 million CNY from the Shenzhen government [3]

Group 1: New Energy Vehicle Initiatives - The company plans to collaborate with quality platform companies for operational vehicle deployment in the new energy vehicle service platform, aiming for integration of vehicle, power grid, road network, and internet by the end of the year [2] - The establishment of a new energy operation ecosystem centered around new energy vehicles, including investments in online bus operation platforms [2] Group 2: Charging Station Developments - The company aims to strengthen partnerships with urban public transport systems and highway management companies to develop centralized smart charging stations across 15 cities, including Beijing, Shanghai, and Guangzhou [3] - The establishment of light-storage-charging companies will facilitate the construction and operation of charging facilities, smart parking, and photovoltaic power station investments [3] Group 3: Profit Contributions from Energy Storage - The company plans to acquire an 8% stake in Beijing Bainen Technology Co., with a total investment of RMB 8 million, followed by an additional investment of RMB 79.75 million to increase ownership to 51.078% [3] - The net profit commitments for Beijing Bainen from 2016 to 2018 are RMB 20 million, RMB 40 million, and RMB 60 million respectively [3] Group 4: Smart Ecosystem Investment Fund - The company intends to establish a smart ecosystem investment fund with a total scale of RMB 200 million, contributing RMB 19 million, focusing on investments in cutting-edge technologies such as autonomous driving and artificial intelligence [4] Group 5: Traditional Business Strategies - In fine chemical business, the company aims to enhance its market presence through partnerships with well-known home decoration companies and improve customer service [4] - The company is focusing on integrated solutions in indoor environment governance and promoting biodegradable materials in collaboration with national initiatives [4]

Group 1: Company Overview and Strategic Planning - Shenzhen Rainbow Fine Chemical Co., Ltd. is focusing on the development of integrated smart charging stations in collaboration with urban bus systems and highway management companies [2] - The company aims to establish a new energy operation ecosystem centered around electric vehicles, leveraging online and offline integration [3] Group 2: New Energy Vehicle Initiatives - The company plans to invest in high-quality platform companies to enhance its new energy vehicle service platform, ensuring operational vehicles are deployed within the year [2] - The strategy includes the integration of vehicle networks, power grids, road networks, and the internet to create a comprehensive operational framework [2] Group 3: "Dudu Bus" Platform - "Dudu Bus" is an internet-based bus service platform that customizes routes based on user demand, aiming to transform traditional public transport [3] - The platform operates in over ten provinces and cities, with a market scale reaching trillions annually, positioning itself as a leader in the customized bus market [3] Group 4: Energy Storage Advantages - Beijing Bainen possesses team, technology, and business advantages in energy storage, with a core R&D team from prestigious institutions [4] - The company has developed the first zinc-bromine battery energy storage system in China, leading in the liquid flow battery sector [4] Group 5: Business Development in Energy Storage - Bainen's business strategy includes partnerships for energy storage photovoltaic power stations and electric vehicle charging stations, addressing issues like "abandoned light" and "limited generation" [4] - The company has signed strategic cooperation agreements to build integrated charging stations across major regions, promoting a "four networks integration" model [4] Group 6: Financial Performance Expectations - The company anticipates a net profit range of 66.61 million to 73.27 million CNY for the first half of 2016, representing a growth of 100% to 120% compared to the previous period [5]

Group 1: Solar Power Projects - The company plans to focus on improving the power generation quality of already connected solar power projects [1] - For projects that have commenced construction, the goal is to complete acceptance and connection by mid-2016 [1] - New projects started this year are expected to be accepted and connected by the end of the year, although seasonal weather may delay this [1] - The company aims to enhance collaboration with Huawei to optimize the internet-based management platform for efficient asset management [1] Group 2: Energy Storage Advantages - Beijing Bainen has a strong team advantage with a core R&D team composed of graduates from prestigious universities, focusing on zinc-bromine battery technology since 2007 [2] - The company holds a leading position in the domestic liquid flow battery field, having developed China's first zinc-bromine battery energy storage system [2] - Business advantages include partnerships for energy storage photovoltaic power stations and electric vehicle charging stations, addressing operational issues in photovoltaic plants [2] Group 3: Charging Station Development - The company plans to establish 100 centralized charging stations this year through collaborations with urban bus systems and highway management companies [3] - In the electric vehicle service platform, the goal is to deploy 10,000 operational vehicles, integrating vehicle, power, road, and internet networks [3] Group 4: Traditional Business Expansion - The company will enhance its investment in anti-corrosion and coating markets, leveraging its R&D capabilities [4] - Focus on integrated solutions and platformization in indoor environment governance, utilizing e-commerce and internet applications [4] - In biodegradable materials, the company aims to implement national plans and collaborate with partners to promote market applications [4]

Group 1: Company Overview and Strategy - Shenzhen Rainbow Fine Chemical Co., Ltd. aims to achieve 1GW of installed capacity for its photovoltaic power stations by the end of 2016, with 421.27MW already connected to the grid [1] - The company plans to focus on improving power generation quality for existing projects and completing acceptance for ongoing projects in the first half of the year [2] - A total of 70.27MW of remaining projects are expected to be connected to the grid in the first half of 2016 [2] Group 2: Funding and Investment - The company plans to raise CNY 1.529 billion through a private placement to fund photovoltaic power station investments [2] - Various financing channels will be utilized, including bank credit, project financing, equity financing, leasing, bond issuance, and crowdfunding [2] Group 3: New Energy Vehicle Collaboration - The company aims to deploy 10,000 vehicles through partnerships with platform companies, integrating vehicle, power grid, road network, and internet systems [3] - Plans include establishing 100 charging stations in 2016, focusing on centralized and intelligent microgrid charging station models [3] Group 4: Advantages in Energy Storage - Beijing Bainen possesses team, technology, and business advantages in energy storage, with a focus on zinc-bromine battery technology [4] - The company has signed agreements to develop integrated photovoltaic and energy storage projects, addressing issues like "light abandonment" and "power limitation" [4]

Group 1: Company Overview and Strategy - Shenzhen Rainbow Fine Chemical Co., Ltd. focuses on low-carbon, environmentally friendly, and new energy sectors, aligning with the national "13th Five-Year" development plan [2] - The company aims to implement a comprehensive upgrade of its main business and develop an energy internet + storage model [2][3] Group 2: Acquisition and Investment Plans - The company plans to acquire a stake in Beijing Bainen, a leading provider of energy storage solutions, to enhance its control and investment in the energy internet sector [3][4] - Future investments will focus on integrating energy production, storage, and consumption through a microgrid energy internet model [3][4] Group 3: Energy Internet Development - The strategic layout includes enhancing investment in energy storage and developing a new energy vehicle internet service platform [3][4] - The company aims to create a comprehensive charging infrastructure for electric vehicles, integrating city and highway networks [3][4] Group 4: Financial Strategies - The company will explore various financing channels, including project financing, equity financing, and crowdfunding, to support capital-intensive projects in the energy sector [4][5] - Emphasis on leveraging financial innovation tools and modern technologies to create a new ecosystem for energy production and consumption [4] Group 5: Competitive Advantages - Beijing Bainen possesses a strong R&D team with expertise in zinc-bromine battery technology, positioning it as a leader in the energy storage field [4][5] - The company has developed a series of proprietary technologies and holds a leading position in the domestic liquid flow battery market [4][5] Group 6: Renewable Energy Projects - The company has signed agreements to enhance the economic efficiency of photovoltaic power stations through energy storage systems [5][6] - Plans to establish a nationwide fast-charging network for electric vehicles in collaboration with major transportation companies [5][6] Group 7: Traditional Business Development - The company will enhance its investment in anti-corrosion and coating markets, focusing on customer service and collaboration with well-known real estate companies [7] - In the biodegradable materials sector, the company aims to promote the application of fully biodegradable films and collaborate with major groups to seize market opportunities [7]

Group 1: Company Overview and Strategic Layout - Shenzhen Rainbow Fine Chemical Co., Ltd. has been focusing on the energy internet sector since 2014, aiming for a grid-connected capacity of 1GW by the end of 2016 [2][3]. - The company's strategy includes a central focus on photovoltaic power station investment and operation, supported by microgrid parks and electric vehicle applications [2][3]. Group 2: Key Factors in Photovoltaic Power Station Operations - Key factors for photovoltaic power station investment and operation include project reserves, funding, and execution [3]. - The company has a project reserve exceeding 1GW, covering various types such as centralized, distributed, and agricultural integration projects [3]. Group 3: Funding and Financial Structure - The company has raised 1.529 billion CNY through private placements and partnered with China Merchants Capital for a 5 billion CNY new energy industry fund [3][4]. - The financial structure is designed to support the construction of a 1GW scale power station [3]. Group 4: Electric Vehicle Application Planning - The company aims to leverage the growing electric vehicle market, targeting over 5 million electric vehicles in China by 2020 [3]. - Plans include building a smart travel and charging platform, positioning itself as an operator and service provider for electric vehicles and charging stations [3]. Group 5: Industry Fund Establishment - In July 2015, the company signed a strategic framework agreement with China Merchants Capital to establish a photovoltaic new energy industry fund with a total scale of 5 billion CNY [4]. - The first phase of the fund aims for a target size of 2 billion CNY, with the company contributing up to 1 billion CNY [4]. Group 6: Stock Issuance Progress - As of December 28, 2015, the company received approval from the China Securities Regulatory Commission for a non-public stock issuance [4].

Group 1: Company Overview and Strategic Moves - Shenzhen Rainbow Fine Chemical Co., Ltd. has entered the new energy vehicle (NEV) sector by acquiring 90% of Hongxu New Energy, which enhances its supply chain and creates new profit growth points [1] - The company aims to establish a comprehensive energy internet framework, integrating photovoltaic power stations, charging piles, and NEV leasing [1] Group 2: Operational Developments - Hongxu New Energy currently operates 40 pure electric buses and 50 logistics vehicles, with all vehicles registered [2] - The registered capital of Hongxu New Energy is set to increase from RMB 10 million to RMB 50 million, maintaining Shenzhen Yongsheng's 90% ownership [2] Group 3: Renewable Energy Initiatives - Shenzhen Yongsheng focuses on distributed photovoltaic power stations and aims for a grid connection target of 1GW by 2016 [2] - A strategic agreement was signed with China Merchants Capital to establish a photovoltaic new energy industry fund with a total scale of RMB 5 billion, with an initial target of RMB 2 billion [2] Group 4: Financial Performance - The estimated net profit for the year 2015 is projected to range between RMB 46.41 million and RMB 59.07 million, reflecting a change of 10.00% to 40.00% [3]

Group 1: Shareholding and Investment Plans - The actual controller of the company, Mr. Chen Yongdi, committed to increasing his shareholding by at least 0.3173% (not less than 1,000,000 shares) and not exceeding 2% (not more than 6,304,870 shares) within six months starting from July 23, 2015 [1] - As of January 21, 2016, Mr. Chen had increased his shareholding by 100,080.1 shares, reaching a total increase of 0.3175% [2] Group 2: Strategic Partnerships and Fund Establishment - On July 24, 2015, the company signed a strategic framework agreement with China Merchants Capital to establish a photovoltaic new energy industry fund with a total scale of 5 billion yuan, aimed at investments and acquisitions in solar photovoltaic power stations [2] - The establishment of the "China Merchants Rainbow New Energy Industry Investment Fund Partnership" is in progress, with the management company already registered [2] Group 3: Financial Performance and Projections - The company expects its net profit attributable to shareholders for 2015 to range between 46.4146 million yuan and 59.0731 million yuan, reflecting a change of 10.00% to 40.00% [3] - The company is currently processing the verification and registration of new shares following the approval from the China Securities Regulatory Commission for a non-public offering of shares [3]