彩虹新能源2024中期报告

1 .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15. . . . . . . . . . . . . . .15. . . . . . . . . . . . . . . . . . . .16. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19. . . . . . . . . .19. . . . . . . . . . . . . . . . . . . . .19. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37. . . . . . . . . . . . . . . . . . . . . . . . . . .41. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43 . 1. 2. 20246 30202312 31 3. 4. . 2024 (CPIA) 2024 1. 2024630203,90575,15558.37%1,38615,790109.63% 2. 1.6mm 2.0mm 1.6mm 3. 1. 203,90575,15558.37%1,38615,790109.63% 2. (1) 20241–620231–6 (2) 3. (1) 202,75175,20558.96% 1,38615,790109.63% 11 (2) 5 , 9 4 220236,4765348.25% (3) 6,75920234,0822,67765.59% (4) 3 2 820234158720.95% (5) 6 , 6 4 320234,7621,88139.50%2101.6mm 4. 20246 30 20246 30918,33120231231884,040107,659202312 31103,506 20246 30737,77120231231704,112482,04920231231382,934 2 0 2 463 0180,559202312 31179,928 202463080.34%2023 12 3179.65% 7019 3 22 0 5. 2,08520232,15627,077202342,62022,092202339,57422,956202340,554 6. 20246 30694.6820230.35 7. 2 0 2 463 0142,422202312 31296,376 8. 20246 30 9. 202463020231231 10. 202420246 30 11. 16% . 2024630XV(a)XV78(b)352(c)C3 內18 20246 30336 53,153,40066.38%7,553,100H25,214,300H26,920,00033.62%19,230,000H96,151,200HH99.90% 202463096,151,200H 25,214,300HH26.20% 19,230,000HH19.98% QDII1,961,700HH2.04% QDII6,896,500HH7.17% QDIIQDII C12024630 3.10(1)3.10(2)3.10A D.3.320246 30 2101 2024630 20246302,69322320731172,215 200412 820246 30 * 8.08 1. 20245 13 20245132024513 20245 132024662023 20245132024516202466 2. 20243 192024319 3. 2024513 2024513 4. [2023]4 20246 620242024 20245132024516202466 2024630 . 20245 1320245 13 20245 1620245 16 25 3C6712000 18161607-8 http://www.irico.com.cn 97914 1222206 H 183171712–1716 1623/F [2024]1–00010 202463020241–6 2101 202463020241–6 • ΥԻ༟ପࠋවڌ€͊຾ᄲࠇ20246 30 1,076,586,300.201,035,062,400.56362,218.10294,392.40 ΥԻ༟ପࠋවڌ€͊຾ᄲࠇ€ᚃ20246 30 3,719,813,421.233,080,500,840.33820,367,956.411,240,994,875.00 ΥԻ༟ପࠋවڌ€͊຾ᄲࠇ€ᚃ 20246 30 2,101,743,870.911,381,369,888.91 ΥԻ༟ପࠋවڌ€͊຾ᄲࠇ€ᚃ20246 30 2,143,675,998.282,015,471,141.03 ΥԻ༟ପࠋවڌ€͊຾ᄲࠇ€ᚃ ΥԻлᆗڌ€͊຾ᄲࠇ ΥԻлᆗڌ€͊຾ᄲࠇ€ᚃ 20241–6 69,595.8857,532.66620,309.85 .- 13,863,700.47-144,038,000.149,670,760.783,485,935.81 .-4,192,939.69-147,523,935.95 ΥԻлᆗڌ€͊຾ᄲࠇ€ᚃ ΥԻлᆗڌ€͊຾ᄲࠇ€ᚃ ΥԻлᆗڌ€͊຾ᄲࠇ€ᚃ . ڌඎݴږΥԻତ€͊຾ᄲࠇ 20241–6 . 1,683,976,419.361,248,195,207.2445,852,511.1351,305,870.6166,142,064.62160,084,877.501,795,970,995.111,459,585,955.351,583,317,208.261,251,799,016.24127,182,276.5086,344,501.0534,637,094.8638,111,551.0129,988,468.2561,771,459.311,775,125,047.871,438,026,527.6120,845,947.2421,559,427.74 . 67,231.455,020,816.649,798,439.85 ڌඎݴږΥԻତ€͊຾ᄲࠇ€ᚃ 20241–6 ڌඎݴږΥԻତ€͊຾ᄲࠇ€ᚃ 20241–6 . ڌඎݴږΥԻତ€͊຾ᄲࠇ€ᚃ 20241–6 ΥԻٰ؇ᛆूᜊਗڌ€͊຾ᄲࠇ 20241–6 ΥԻٰ؇ᛆूᜊਗڌ€͊຾ᄲࠇ€ᚃ ൗڝڌৌਕజ 20241–6 . 20049 10 1 , 9 4 1 , 1 7 4 , 0 0 01 , 9 4 1 , 1 7 4 , 0 0 01,455,880,00075%485,294,0002 5 %2 0 1 012 81 012,135,291,4002,135,291,4001,601,468,00075%533,823,4002 5 %2 0 0 997,058,000H2,232,349,4002,232,349,4001,601,468,00071.74%630,881,40028.26% ൗڝڌৌਕజ€ᚃ20241–6 . 20191232020120H1,294,092,0003,526,441,4003,526,441,4001,601,468,00045.41%1,924,973,40054.59% 2020828H1,294,092,0001.121,449,383,040.001,288,356,584.26 202012 31352,644.14352,644.14 20213 3020201228H20111176,322,070176,322,07080,073,40045.41%96,248,67054.59% ൗڝڌৌਕజ€ᚃ 20241–6 . 202111826,920,00015.27%19,230,000H10.91%2620246 30176,322,070176,322,070 ൗڝڌৌਕజ€ᚃ20241–6 . 9161000076630660193C6 ൗڝڌৌਕజ€ᚃ 20241–6 . 2 0 2 41 - 64 1 9 . 2 92 , 0 8 4 . 5 92 0 2 463 0486,263.86352,217.06134,046.80 1. ൗڝڌৌਕజ€ᚃ20241–6 . 2.