彩虹新能源2025中期报告

1 .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 . . . . . . . . . . . . . .15. . . . . . . . . . . . . . . . . . .15. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18. . . . . . . .18. . . . . . . . . . . . . . . . . . . . .19. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21 .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59 . 1. 2. 20256 30202412 31 3. 4. . 5317-8 1. 20256305.5%151,874.0752,030.6825.52%29,569.9729,989.26 2. 1.6mm LNG 2.0mm2.0mm 1.6mmBC2.0mm8898 3. 1. 151,874.0752,030.6825.52%-29,507.0930,893.46 2. (1) 20251-620241-6 3. (1) 150,936.0651,815.2725.56% -29,507.0930,893.46«» (2) 4,689.4420245,941.661,252.2321.08% (3) 7,585.8620246,759.25826.6112.23%2025720.89 (4) 248.62024328.2879.6824.27% (5) 5,092.5420246,643.251,550.7123.34% 4. 20256 30 2 0 2 563 0889,237.61202412 31877,527.0886,534.652024123142,346.28 2 0 2 563 0777,385.68202412 31729,879.06479,324.93202412 31374,777.44 2025630111,851.93202412 31147,648.02 20256 3087.42%2024 12 3183.17% 100302025 5725 5. 44,524.2720242,084.5995,790.63202427,076.506,217.63202422,091.867,295.63202422,956.28 6. 20256 303,629.132024694.68 7. 2 0 2 563 0129,048.01202412 31136,130.08 8. 20256 30 9. 20256 3078,825.00144,797.63202412 3160,800.00113,991.52 10. 202520256 30 11. 16% . 20256 30XV(a)XV78(b)352(c)C3 18 20256 30336 53,153,40066.38%7,553,100H25,214,300H26,920,00033.62%19,230,000H96,152,080HH99.90% 20256 30XV23 20256 3096,152,080H 25,214,300HH26.20% 19,230,000HH19.98% QDII1,961,700HH2.04% QDII6,896,500HH7.17% QDIIQDII C120256 30 3.10(1)3.10(2)3.10A D.3.320256 30 2101 20256 30 20256 302,37521722924241,881 200412 820256 30 * 8.08 1. 20254 29 20255 292025529 20254 2920255820255 29 2. 20253 272025327 20254 2920254 29 20253 272025429 20256 30 . 20254292025529 20253272025327 23 3C6712000 18161607-8 www.irico.com.cn ·97914 122 2206 H 183171712–1716 1623/F [2025]1-00015 202563020251-620251-6 2101 202563020251-6 • 3,229,450,029.373,364,714,104.571,318,562,248.091,165,017,463.16 20256 30202412 31 2,250,045,000.001,648,971,583.00 1,118,519,330.651,476,480,195.02 20256 30202412 31 20251-6 20251-6 439,985.4269,595.88241.82 20251-6 .--295,699,679.894,192,939.69 . 20251-6 20251-6 20251-6 (6)(7) .-357,960,864.376,315,480.07 -357,960,864.376,315,480.07 . -1.67700.0238-1.67700.0238 20251-6 20251-6 3.640.15 .- 7,701,481.41-35,514,510.1559,482.5862,207.04 .-7,641,998.83-35,576,717.19 -7,641,998.83-35,576,717.19- 20251-6 20251-6 (2)(3)(4)(5)(6)(7) -54,619,185.65-33,454,176.81 . 20251-6 . 20251-6 . 20251-6 . 2,702,334,062.671,735,253,970.892,702,334,062.671,735,253,970.891,652,165,083.001,315,335,676.5270,715,560.6971,816,675.8621,547,073.4077,336,615.911,744,427,717.091,464,488,968.29957,906,345.58270,765,002.60 20251-6 20251-6 . 20251-6 . 20251-6 . 20251-6 20251-6 20251-6 20251-6 20251-6 20251-6 20251-6 20251–6 . 2004910 1,941,174,0001,941,174,0001,455,880,00075%485,294,00025%20101281012,135,291,4002,135,291,4001,601,468,00075%533,823,40025%200997,058,000H2,232,349,4002,232,349,4001,601,468,00071.74%630,881,40028.26% 20251–6 . 20191 2320201 20H1,294,092,0003,526,441,4003,526,441,4001,601,468,00045.41%1,924,973,40054.59% 20208 28H1,294,092,0001.121,449,383,040.001,288,356,584.26 202012 31352,644.14352,644.14 20213 30202012 28H20111176,322,070176,322,07080,073,40045.41%96,248,67054.59% 20256 30176,322,070176,322,070 20251–6 . 9161000076630660193C6 20258 28 20251–6 . 20256 30 . 20251–6 . 20251-6-29,569.97-44,524.272025630514,969.74329,438.52185,531.22 1. 2. 3. 20251–6 . 2025711212 20251–6 . 20256 3020251-6 111231 12 20251–6 . 20251–6 . 1. 2. 20251–6 . 2. (1) 20251–6 . 2. (1)