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中远海能遭Pacific Asset Management减持739.4万股
Ge Long Hui· 2026-02-27 13:07
| 表格序號 | 大股東/董事/最高行政人員名稱 作出披露的 買入 / 賣出或涉及的股 每股的平均價 | | | 持有權益的股份數目 佔已發行的 有關事 | | --- | --- | --- | --- | --- | | | 10 5 5 三 | | | (請參閱上述*註解) 有投票權股 (日 / F | | | | | | 给自分明 | | CS20260227E00188 | Pacific Asset Management Co., 1201(L) | 7,394,000(L) | HKD 19.0300 | 109,260,000(L) 8.43(L)25/02/2 | | | LIQ | | | | 格隆汇2月27日丨根据联交所最新权益披露资料显示,2026年2月25日,中远海能(01138.HK)遭Pacific Asset Management Co., Ltd.在场内以每股均价19.03港元 减持739.4万股,涉资约1.41亿港元。 减持后,Pacific Asset Management Co., Ltd.最新持股数目为109,260,000股,持股比例由9.00%下降至8.43%。 ...
红星美凯龙获仁桥(北京)资产管理有限公司增持327.26万股
Ge Long Hui· 2026-02-27 13:07
Group 1 - The core point of the article is that Renqiao (Beijing) Asset Management Co., Ltd. has increased its stake in Red Star Macalline (01528.HK) by acquiring 3.2726 million shares at an average price of HKD 1.4018 per share, totaling approximately HKD 4.5875 million [1][2] - Following this acquisition, Renqiao's total shareholding in Red Star Macalline has risen to 61.9576 million shares, increasing its ownership percentage from 7.92% to 8.36% [1][2]
先导智能(00470.HK)获摩根大通增持72.07万股
Ge Long Hui· 2026-02-27 13:07
Group 1 - JPMorgan Chase & Co. increased its stake in XianDao Intelligent (00470.HK) by purchasing 720,700 shares at an average price of HKD 45.4397 per share, totaling approximately HKD 32.7484 million [1] - Following the purchase, JPMorgan's total holdings in XianDao Intelligent rose to 32,977,099 shares, increasing its ownership percentage from 29.96% to 30.63% [1]
中国碳中和(01372.HK)中期净利润约2570万港元 同比由亏转盈
Ge Long Hui· 2026-02-27 13:07
Core Viewpoint - China Carbon Neutrality (01372.HK) reported a significant turnaround in its financial performance for the six months ending December 31, 2025, achieving a profit after previously incurring losses [1] Financial Performance - The company recorded a total revenue of approximately HKD 352.1 million for the six months ending December 31, 2025, compared to approximately HKD 307.8 million for the same period in 2024 [1] - Gross profit for the same period was approximately HKD 28.2 million, an increase from approximately HKD 25.2 million in the previous year [1] - The profit attributable to shareholders was approximately HKD 25.7 million, a recovery from a loss of approximately HKD 26.3 million in the prior year [1] Key Factors Influencing Performance - The turnaround to profitability was primarily driven by a fair value gain of approximately HKD 49.3 million from carbon credit assets [1] - Additionally, the estimated interest expense on convertible bonds decreased by approximately HKD 12.7 million [1] - This positive impact was partially offset by an increase in employee benefit expenses of approximately HKD 2.7 million [1]
京能清洁能源(00579.HK)与京能集团订立电力销售及购买框架协议 年度上限最高8.2亿元
Ge Long Hui· 2026-02-27 13:07
Core Viewpoint - The company has entered into a power sales framework agreement and a power purchase framework agreement with Jingneng Group, effective from February 27, 2026, and expiring on December 31, 2028 [1] Group 1 - The company has agreed to provide electricity generation and/or generation rights to Jingneng Group and/or its contacts under the power sales framework agreement [1] - The annual sales cap for the electricity sales services under the agreement is set at RMB 760 million, RMB 780 million, and RMB 820 million for the three years ending December 31, 2028 [1]
龙旗科技获摩根大通增持15.46万股
Ge Long Hui· 2026-02-27 13:04
Group 1 - JPMorgan Chase & Co. increased its stake in Longi Technology (09611.HK) by purchasing 154,600 shares at an average price of HKD 29.4909 per share, totaling approximately HKD 4.5593 million [1] - Following this transaction, JPMorgan's total holdings in Longi Technology rose to 2.7433 million shares, increasing its ownership percentage from 4.95% to 5.24% [1][2]
东方电气遭The Goldman Sachs Group减持167.82万股
Ge Long Hui· 2026-02-27 13:04
| 股份代號: | 01072 | | --- | --- | | 上市法國名稱: | 東方電氣股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 27/01/2026 - 27/02/2026 | | 表格序號 | 大股東/董事/最高行政人員名稱 作出披露的 買入 / 南出或涉及的股 屈股的平均價 | | | 特有權益的股份數目 | 佔已發行的 有關事 | | --- | --- | --- | --- | --- | --- | | | 防敷 三 | | | (請參閱上述 *註解) 有投票權股 (日 / F | | | | | | | | 分高分明 | | CS20260227E00012 | The Goldman Sachs Group, Inc. 1201(L) | 1,678,200(L | HKD 35.2211 | 24.263,580(L | 5.95(L)24/02/1 | | | | | | 7,616,469(S) | 1.87(S) | 格隆汇2月27日丨根据联交所最新权益披露资料显示,2026年2月24日,东方电气(01072.HK)遭The Goldman Sac ...
瑞华泰:2025年度净亏损8761.53万元
Ge Long Hui· 2026-02-27 13:04
Core Viewpoint - Ruihua Tai (688323.SH) reported a total revenue of 386.73 million yuan for the year 2025, reflecting a year-on-year growth of 14.06% while facing challenges in profitability due to rising fixed costs and increased financial expenses [1] Group 1: Financial Performance - The company achieved a total revenue of 386.73 million yuan in 2025, marking a 14.06% increase compared to the previous year [1] - The net profit attributable to the parent company was -87.62 million yuan, an increase in loss of 30.34 million yuan year-on-year [1] - The net profit attributable to the parent company after deducting non-recurring gains and losses was -88.11 million yuan, reflecting an increase in loss of 30.48 million yuan year-on-year [1] Group 2: Operational Challenges - The production capacity at the Jiaxing base is still in the ramp-up phase, leading to a rapid increase in unit fixed costs [1] - The company is facing challenges as revenue growth is currently lagging behind the depreciation and amortization growth rate [1] - The financial burden has increased significantly due to the interest expenses from bank loans and convertible bonds following the launch of the Jiaxing project [1] Group 3: Strategic Initiatives - The company plans to actively promote the ramp-up of production capacity at the Jiaxing project and stabilize production [1] - There is a focus on orderly adjustment of product structure and exploration of new products and markets [1] - The company aims to optimize its asset-liability structure and reduce financial costs to enhance profitability and core competitiveness [1]
中广核电力(01816.HK)获贝莱德增持98.5万股
Ge Long Hui· 2026-02-27 13:03
Group 1 - BlackRock, Inc. increased its stake in China General Nuclear Power (01816.HK) by purchasing 985,000 shares at an average price of HKD 3.2251 per share, totaling approximately HKD 3.1767 million [1] - Following this transaction, BlackRock's total holdings in China General Nuclear Power rose to 669,892,955 shares, with its ownership percentage increasing from 5.99% to 6.00% [1]
东方电气(01072.HK)遭The Goldman Sachs Group减持167.82万股
Ge Long Hui· 2026-02-27 13:03
| 股份代號: | 01072 | | --- | --- | | 上市法國名稱: | 東方電氣股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 27/01/2026 - 27/02/2026 | 格隆汇2月27日丨根据联交所最新权益披露资料显示,2026年2月24日,东方电气(01072.HK)遭The Goldman Sachs Group, Inc在场内以每股均价35.2211港元减 持好仓167.82万股,涉资约5910.8万港元。 减持后,The Goldman Sachs Group, Inc最新持好仓数目为2426.358万股,持好仓比例由6.36%下降至5.95%。 | 表格序號 | 大股東/董事/最高行政人員名稱 作出披露的 買入 / 南出或涉及的股 屈股的平均價 | | | 特有權益的股份數目 | 佔已發行的 有關事 | | --- | --- | --- | --- | --- | --- | | | 防敷 三 | | | (請參閱上述 *註解) 有投票權股 (日 / F | | | | | | | | 分高分明 | | CS20260227E00012 | The G ...