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港股异动丨风电股普涨 金风科技涨近6% 协合新能源涨超1%
Ge Long Hui· 2025-09-18 02:18
Group 1 - The core viewpoint of the article highlights a collective rise in Hong Kong wind power stocks, driven by a self-regulatory agreement among 12 turbine manufacturers to stabilize pricing in the industry starting from Q4 2023 [1] - The average bidding price for domestic onshore wind turbines has increased by over 9% compared to the projected average for 2024, reaching 1552 RMB per kilowatt [1] - The International Energy Agency reports a 60% increase in global electricity investment from 2015 to 2025, with wind and nuclear power investments expected to reach 242 billion USD and 74 billion USD respectively this year, marking growth of 69% and 64% since 2015 [1] Group 2 - Specific stock performance includes: Goldwind Technology up by 5.67% to 12.670 RMB, Datang New Energy up by 3.56% to 2.620 RMB, and Longyuan Power up by 3.11% to 7.960 RMB [1] - Other notable increases include Jingneng Clean Energy up by 1.59%, Xiehe New Energy up by 1.25%, and Xintian Green Energy up by 1.17% [1]
光伏股普涨 协鑫科技涨超3% 光伏产业链多环节产品价格明显上涨
Ge Long Hui· 2025-09-16 02:41
Core Viewpoint - The Hong Kong solar stocks have generally risen, driven by an upward trend in prices across multiple segments of the photovoltaic industry chain, indicating early signs of a "de-involution" effect within the sector [1][2] Group 1: Stock Performance - GCL-Poly Energy (协鑫科技) rose by over 3% to 1.300 HKD [2] - Flat Glass Group (福莱特玻璃) increased by 2.6% to 12.100 HKD [2] - Xinyi Glass (信义玻璃) saw a rise of 2% to 8.920 HKD [2] - Other notable increases include: - CAISSA (凯盛新能) up 1.5% to 4.460 HKD [2] - Fuyao Glass (福耀玻璃) up 1.47% to 75.800 HKD [2] - China Harmony New Energy (协合新能源) up 1.25% to 0.405 HKD [2] - Xinyi Solar (信义光能) up 1.17% to 3.450 HKD [2] - GCL New Energy (协鑫新能源) up 1.15% to 0.880 HKD [2] - New Times Energy (新特能源) up 0.77% to 7.900 HKD [2] - Canadian Solar (卡姆丹克太阳能) up 0.66% to 0.152 HKD [2] Group 2: Price Trends - According to Zhuochuang Information, the market price for silicon wafers (P-type M10) in Yunnan was reported at 1.2 CNY per piece on September 12, unchanged from September 11, and higher than the 1.03 CNY per piece on September 10 [1] - In Inner Mongolia, the market price for polysilicon (P-type dense material) was 36 CNY per kilogram on September 12, also unchanged from September 11, and higher than the 31 CNY per kilogram on September 10 [1] - TrendForce reported significant price increases in various upstream sectors of the photovoltaic industry, suggesting a sustained upward price trend in the future [1]
港股异动丨光伏股普涨 协鑫科技涨超3% 光伏产业链多环节产品价格明显上涨
Ge Long Hui· 2025-09-16 01:54
Group 1 - The core viewpoint of the article highlights a general increase in Hong Kong's photovoltaic stocks, with several companies experiencing notable price rises [1] - GCL-Poly Energy (协鑫科技) saw a rise of over 3%, while Flat Glass Group (福莱特玻璃) and Xinyi Glass (信义玻璃) increased by 2.6% and 2% respectively [1] - The article mentions that the prices across multiple segments of the photovoltaic industry chain have maintained an upward trend recently [1] Group 2 - Data from Zhuochuang Information indicates that on September 12, the market price for silicon wafers (P-type M10) in Yunnan was reported at 1.2 yuan per piece, unchanged from September 11, but higher than the price of 1.03 yuan per piece on September 10 [1] - In Inner Mongolia, the market price for polysilicon (P-type dense material) was 36 yuan per kilogram, also stable compared to September 11, and up from 31 yuan per kilogram on September 10 [1] - TrendForce's data shows significant price increases in various upstream sectors of the photovoltaic industry, suggesting that the industry's "anti-involution" efforts are beginning to yield results [1]
协合新能源收到可再生能源补贴约2.6亿元 同比增加约200%
Ge Long Hui· 2025-09-09 04:29
Core Viewpoint - The announcement highlights significant increases in renewable energy subsidies received by the company and its joint ventures, indicating strong growth in cash flow and financial health for the year 2024 [1] Group 1: Subsidy Increases - The company's wholly-owned subsidiary received approximately RMB 260 million in renewable energy subsidies, representing a year-on-year increase of about 200% [1] - The joint ventures received around RMB 600 million in renewable energy subsidies, reflecting a year-on-year increase of approximately 318% [1] - The company's share of the joint ventures' subsidy recovery amounts to about RMB 230 million [1] Group 2: Financial Impact - The recovery of renewable energy subsidies effectively reduces receivables, enhancing the company's cash flow [1]
协合新能源:全资子公司今年累计获可再生能源补贴2.6亿元
Zhi Tong Cai Jing· 2025-09-08 11:12
Core Viewpoint - The company reported significant increases in renewable energy subsidies received by both its wholly-owned and joint venture subsidiaries, indicating strong growth in cash flow and reduced receivables [1] Group 1: Wholly-Owned Subsidiary Performance - The wholly-owned subsidiary received approximately RMB 260 million in renewable energy subsidies, representing an increase of about 200% compared to the same period last year [1] - This amount accounts for 157% of the total renewable energy subsidies expected for the entire year of 2024 [1] Group 2: Joint Venture Performance - The joint venture companies received approximately RMB 600 million in renewable energy subsidies, which is an increase of about 318% year-on-year [1] - This amount represents 219% of the total renewable energy subsidies anticipated for the joint ventures in 2024 [1] - Based on the company's equity stake in the joint ventures, it is expected to benefit from approximately RMB 230 million in subsidies from these joint ventures [1] Group 3: Financial Impact - The recovery of renewable energy subsidies effectively reduces receivables and enhances the company's cash flow [1]
协合新能源(00182):全资子公司今年累计获可再生能源补贴2.6亿元
智通财经网· 2025-09-08 11:11
Group 1 - The core point of the article is that the company, Xiehe New Energy, reported significant increases in renewable energy subsidies received by both its wholly-owned subsidiary and joint ventures, indicating strong growth in this area [1] Group 2 - The wholly-owned subsidiary received approximately RMB 260 million in renewable energy subsidies, representing a year-on-year increase of about 200%, which accounts for 157% of the total expected subsidies for 2024 [1] - The joint ventures received around RMB 600 million in renewable energy subsidies, reflecting a year-on-year increase of approximately 318%, which is 219% of the total expected subsidies for 2024 [1] - Based on the company's equity stake in the joint ventures, it is entitled to approximately RMB 230 million from the subsidies received by these joint ventures [1] - The recovery of renewable energy subsidies effectively reduces receivables and enhances the company's cash flow [1]
协合新能源(00182.HK)收到可再生能源补贴约2.6亿元 同比增加约200%
Ge Long Hui· 2025-09-08 10:47
Core Viewpoint - The company has significantly increased its renewable energy subsidies, indicating strong growth in its financial performance and cash flow management [1] Group 1: Company Performance - The company's wholly-owned subsidiary received approximately RMB 260 million in renewable energy subsidies, representing a year-on-year increase of about 200% and accounting for 157% of the total expected subsidies for 2024 [1] - The joint venture companies received around RMB 600 million in renewable energy subsidies, which is a year-on-year increase of approximately 318% and represents 219% of the total expected subsidies for 2024 [1] - Based on the company's equity stake in the joint ventures, it is entitled to approximately RMB 230 million from the joint ventures' renewable energy subsidies [1] Group 2: Financial Impact - The recovery of renewable energy subsidies effectively reduces receivables and enhances the company's cash flow [1]
协合新能源(00182) - 自愿公告收到可再生能源补贴款项
2025-09-08 10:38
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責,對其準確 性或完整性亦不發表任何聲明,並表明不會就因本公告全部或任何部份內容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 可再生能源補貼款項的回收,有效減少應收款項,提升集團現金流。 本公司股東及潛在投資者於買賣本公司證券時務請審慎行事。 代表 Concord New Energy Group Limited 協合新能源集團有限公司* 主席 劉順興 香港,二零二五年九月八日 於本公佈日期,董事會成員包括劉順興先生(主席)、劉建紅女士(副主席)、桂凱先生(行政總 裁)、牛文輝先生、翟鋒先生、尚佳女士及陳錦坤先生(以上為執行董事),王峰先生(為非執 行董事),以及黃簡女士、方之熙先生、張忠先生、李永麗女士及蔡斌先生(為獨立非執行董 事) Concord New Energy Group Limited 協 合 新 能 源 集 團 有 限 公 司 * ( 於 百 慕 達 註 冊 成 立 之 有 限 公 司 ) (股份代碼:182) 自願公告 收到可再生能源補貼款項 本公告乃Concord New Energy Group Limite ...
协合新能源(00182) - 致非登记股东之通知信函及申请表格
2025-09-05 12:44
Concord New Energy Group Limited 協合新能源集團有限公司* (Incorporated in Bermuda with limited liability) (於百慕達註冊成⽴之有限公司 ) (Stock Code 股份代號:182) NOTIFICATION LETTER 通知信函 Dear Non-Registered Holder(Note 1) , Concord New Energy Group Limited (the "Company") — Notice of publication of 2025 Interim Report ("Current Corporate Communication") on the Company's website The English and Chinese versions of the Company's Current Corporate Communications are available on the Company's website at http://www.irasia.com/listco/hk/co ...
协合新能源(00182) - 致登记股东之通知信函及更改申请表格
2025-09-05 12:41
Concord New Energy Group Limited 協合新能源集團有限公司* (Incorporated in Bermuda with limited liability) (於百慕達註冊成立之有限公司) (Stock Code: 182) NOTIFICATION LETTER 通知信函 Dear Registered Shareholder, Concord New Energy Group Limited (the "Company") — Notice of publication of 2025 Interim Report ("Current Corporate Communication") on the Company's website The English and Chinese versions of the Company's Current Corporate Communications are now available on the Company's website at http://www.irasia.com/listco/hk/concordnewe ...