Bringing Green Power to Life 证券代码：002506 证券简称：协鑫集成 协鑫集成科技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 | | | 参与单位 | | 联讯证券、中金启元、瑞银证券、富国基金、中泰证券、华宝证 | | 名称及人 | | 券、华宝兴业基金等机构分析师和研究员。 | | 员姓名 | | | | 时间 | 2017 年 7 月 10 | 日 | | 地点 | 上海浦东新区世纪大道 | 100 号环球金融中心 68 楼 | | 上市公司 | 总裁：舒桦先生 | | | 接待人员 | | 副总裁、首席财务官、董秘（代）：生育 ...

Bringing Green Power to Life 证券代码：002506 证券简称：协鑫集成 协鑫集成科技股份有限公司投资者关系活动记录表 编号：2017-004 | --- | --- | --- | |----------|--------------------------|------------------------------------------------------------| | | | | | 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 | | | 参与单位 | 融通基金管理有限公司 | | | 名称及人 | | | | 员姓名 | | | | 时间 | 2017 年 9 月 21 | 日 | | 地点 | 苏州工业园区新庆路 | 28 号协鑫能源中心三楼会议室 | | 上市公司 | | 董事、首席财务官、副总裁：生育新先生 | | 接待人员 | 证券事务代表：许晓明先生 | | | 姓名 | | | | 投资者关 | ...

Bringing Green Power to Life 证券代码：002506 证券简称：协鑫集成 协鑫集成科技股份有限公司投资者关系活动记录表 编号：2018-002 | --- | --- | --- | |---------------|----------------------------|---------------------------------------------------------------| | | | | | 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 | | | 参与单位 名称 | | 方正证券、申万菱信基金、长城基金 | | 时间 | 2018 年 1 月 16 | 日 | | 地点 | | 协鑫集成科技股份有限公司会议室 | | 上市公司 | 董事会秘书：张利雄先生 | | | 接待人员 | 高级科研项目经理：王虎先生 | | | 姓名 | 证券事务代表：许晓明先生 | | | 投资者关 | | 一、董事会秘 ...

证券代码：002506 证券简称：协鑫集成 协鑫集成科技股份有限公司投资者关系活动记录表 编号：2018-001 | --- | --- | --- | |----------|----------------------------|------------------------------------------------------------| | | | | | 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 | | | 参与单位 | | 天风证券、太平洋证券、深圳凯丰投资、新时代证券、北京鼎萨投 | | 名称 | | 资、深圳中欧瑞博投资、上海南土资产 | | 时间 | 2018 年 1 月 11 | 日 | | 地点 | | 协鑫集成科技股份有限公司会议室 | | 上市公司 | 董事会秘书：张利雄先生 | | | 接待人员 | 高级科研项目经理：王虎先生 | | | 姓名 | 证券事务代表：许晓明先生 | | | 投资者关 | | 一、董事 ...

Bringing Green Power to Life 证券代码：002506 证券简称：协鑫集成 协鑫集成科技股份有限公司投资者关系活动记录表 编号：2017-005 | --- | --- | --- | |----------|--------------------------|------------------------------------------------------------| | | | | | 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 | | | 参与单位 | Enbao Asset Management | 、 S-land | | 名称及人 | | Asset、SunCaptial、Teng Yue Partners 、知著投资、南方基 | | 员姓名 | | 金、华新资本、晓扬科技投资、千合资本、 TEDA Manulife | | | | Fund、APS Asset Management、Greenwood ...

Group 1: Company Strategy and Market Position - The acquisition of a 10.01% stake in GCL-Poly Energy Holdings is aligned with the company's strategic direction in the renewable energy sector, enhancing market share and operational performance [3] - The company aims to leverage synergies with GCL-Poly in market channels, product technology, and operational management to improve shareholder returns [3] Group 2: Production and Capacity - The company has planned a 2GW high-efficiency battery capacity in Xuzhou, with further upgrades expected to enhance production capabilities [4] - The overseas battery production capacity is set to reach 600MW, which will improve sales capabilities and support differentiated product strategies [4] Group 3: Financial Performance and Projections - The company anticipates a net profit between 50 million and 150 million RMB for the year 2017, driven by improved operational cash flow and increased battery production capacity [5] - The gross margin is expected to rise as battery production capacity is gradually released [5] Group 4: Market Trends and Future Outlook - The photovoltaic industry is projected to achieve grid parity within 2-3 years, shifting the market's driving force from policy support to market dynamics [3] - The company is actively expanding its overseas business, with expectations for a higher proportion of overseas sales and improved cash flow management [4]

Bringing Green Power to Life 证券代码：002506 证券简称：协鑫集成 协鑫集成科技股份有限公司投资者关系活动记录表 编号：2019-007 | --- | --- | --- | |----------|-------------------------|----------------------------------------------------------------| | | | | | 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 | | | 参与单位 | | 中信证券、美阳投资、中信建投、中国人寿、金鹰基金、国信证 | | 名称及人 | | 券、工银瑞信、广发基金、泰达宏利基金等 | | 员姓名 | | | | 时间 | 2019 年 5 月 16 | 日 | | 地点 | 青岛香格里拉酒店 | | | 上市公司 | 财务总监：贺德勇 | | | 接待人员 | 董事会秘书：许晓明 | | | 姓名 | 研 ...

Production Capacity and Sales - The company currently has a module production capacity of approximately 6 GW, with battery capacity planned to match 50% of module capacity. The planned module shipment for 2019 is between 6.5 to 7 GW [3] - The company has sufficient orders on hand, with orders scheduled through Q3 2019, of which about 70% are from overseas markets [3][4] - The company aims for over 500 MW in EPC business revenue in 2019, transitioning from a single photovoltaic EPC provider to a comprehensive energy solution provider [5] Market Expansion and Strategy - The company plans to increase its overseas market sales to over 70% in 2019, leveraging shorter payment terms and faster cash flow from international business [4] - Key overseas markets with rapid demand growth include France, Spain, the Netherlands, Poland, Australia, and South Korea, driven by stricter carbon emission controls in developed countries [4] Financial Management - The company is focused on reducing financial costs through strategies such as strict management of accounts receivable and expanding financing channels [4][6] - The company plans to invest approximately 273.236 million yuan in a project to produce recycled wafers, with an expected annual output of 600,000 8-inch and 3 million 12-inch recycled wafers [5][6] Technological Development - Future technology development in the photovoltaic industry will focus on high-efficiency batteries and high-density, reliable components, with a diverse range of applications emerging [6] - The company is preparing for various advanced battery technologies and has initiated industrial layout and certification work for energy storage products [6]

Bringing Green Power to Life 证券代码：002506 证券简称：协鑫集成 编号：2019-009 | --- | --- | --- | --- | |-------------------|-----------------------------|--------------------------------------------|------------------------------------------------------------| | | | | | | | | | | | 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 | | | | 参与单位 名称及人 | 等 | | 西部证券、平安资管、上投摩根、腾跃基金、鸿道投资、天瑞投资 | | | | | | | 员姓名 | | | | | 时间 | 2019 年 6 月 4 日 | | | | 地点 | 上海浦东喜来登由由大酒店 | | ...

Bringing Green Power to Life 证券代码：002506 证券简称：协鑫集成 协鑫集成科技股份有限公司投资者关系活动记录表 编号：2019-005 | --- | --- | --- | |----------|--------------------------|------------------------------------------------------------| | | | | | 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 | | | 参与单位 | | 海通证券、腾跃基金、国泰君安证券资管、中欧基金、世诚投资、 | | 名称及人 | | 道仁资管、申万菱信基金、睿银投资、华夏基金、合众资产、鹏扬 | | 员姓名 | 基金、国金证券、华商基金 | | | 时间 | 2019 年 4 月 25 | 日 | | 地点 | 杭州市西溪宾馆 | | | 上市公司 | 副总裁兼财务总监：贺德勇 | | | 接待人员 ...