Core Insights - Inner Mongolia Energy Group played a crucial role in energy supply during the National Day and Mid-Autumn Festival holidays, achieving a total power generation of 14.2 billion kWh from October 1 to 8, with coal power contributing 8.6 billion kWh and renewable energy contributing 5.6 billion kWh [1][3]. Group 1 - The company effectively utilized coal as a stabilizing force, implementing a supply guarantee plan and arranging production tasks to ensure stable electricity supply while advancing major project construction and maintenance of heating units [3]. - During the holiday period, the company’s renewable energy generation increased by 330 million kWh compared to the previous year [5]. - The company established emergency plans and enhanced operational management, focusing on key areas and equipment to ensure reliable operations and safe power generation [5].

Core Insights - During the recent National Day and Mid-Autumn Festival, electricity demand surged, prompting Inner Mongolia Energy Group to take significant measures to ensure energy supply [1][4] - From October 1 to 8, Inner Mongolia Energy Group generated a total of 14.2 billion kilowatt-hours, with the coal power sector contributing 8.6 billion kilowatt-hours and the renewable energy sector contributing 5.6 billion kilowatt-hours [1] Group 1: Coal Power Sector - The coal power sector is described as the "ballast" of energy supply, having developed supply assurance plans in advance and meticulously arranged production tasks to ensure stable electricity supply [4] - Fire power units conducted comprehensive inspections to minimize equipment failures during the holiday period, implementing deep peak regulation measures to meet grid demands while ensuring stable operation [4] - The sector also focused on coal procurement and refined coal blending to ensure the efficiency of the coal transportation and boiler systems [4] Group 2: Renewable Energy Sector - The renewable energy sector fulfilled its electricity supply responsibilities, with a year-on-year increase of 3.3 billion kilowatt-hours in generation during the holiday [7] - Operations and maintenance centers established emergency plans and enhanced monitoring management, increasing on-site inspections to ensure equipment reliability and safety [7] - The sector implemented strict safety management practices, including thorough inspections and risk assessments, to ensure safe operation and power generation [7]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 狀態: | | --- | | 新提交 | | 截至月份: 2025年9月30日 | 公司名稱: 蒙古能源有限公司 呈交日期: 2025年10月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00276 | 說明 | 蒙古能源有限公司 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 15,000,000,000 | HKD | | 0.02 | HKD | | 300,000,000 | | 增加 / 減少 (-) | | | 0 | | | | HKD | | 0 | | 本月底結存 | | | 15,000,000,000 | HKD | | 0.02 | HKD | | 300 ...

Core Insights - Inner Mongolia Energy Group has implemented a "civilized production" approach to enhance management and create a safe and efficient production environment [1][2][3] Group 1: Civilized Production Initiatives - Inner Mongolia Energy Group emphasizes a long-term mechanism of "everyone participates, always maintains" to improve production standards [1] - The company has established clear operational zones and organized tools according to the "five fixed" principle, which has eliminated tool loss incidents [1] - The company integrates civilized production with hazard identification, conducting regular cleaning and training sessions to instill the idea that "civilized production equals safe production" [1] Group 2: Safety Management Enhancements - Jinshan Thermal Power Company has adopted 7S management since 2023, significantly improving safety management during equipment maintenance [2] - The company has set detailed standards for maintenance processes, aiming for zero personal injuries, equipment damage, and environmental pollution [2] - The company has equipped its control room with over 100 safety tools and upgraded over 10,000 equipment labels to enhance operational clarity and reduce operational risks [2] Group 3: Maintenance and Inspection Practices - Xilin Thermal Power Company is conducting a C-level maintenance of its unit, ensuring a clean and organized work environment [3] - The maintenance department has implemented customized area management and tool tracking to achieve zero tool loss and zero safety blind spots [3] - The defect elimination rate during maintenance has reached 100%, showcasing the effectiveness of the implemented practices [3]

Core Insights - The first large-scale land-based wind power project in China, the Inner Mongolia Energy Urat Qianqi 1.5 million kW wind-storage base project, has officially commenced commercial operation [1] Group 1: Project Overview - The project is located in Ganchi Maodu Town, Urat Qianqi, Bayannur City, Inner Mongolia, and utilizes 150 units of 10 MW wind turbines, making it the largest land-based wind power "giant array" in the country [3] Group 2: Technological Advancements - The super-large wind turbines feature all-carbon fiber blades, with a root diameter of 3.6 meters, enhancing the load-bearing capacity by over 26% [3] - The distance between the blade tips and the tower has increased by over 12%, significantly improving the safety of the blades during operation [3] - The project employs a main bearing with a diameter of 1.7 meters, which has notable advantages in width and thickness, resulting in a load-bearing capacity improvement of over 20% [3] - Overall safety performance of the turbine units has been significantly enhanced [3]

Core Viewpoint - Inner Mongolia Energy Group has officially commenced construction on five independent energy storage projects, which are expected to enhance the region's energy management and stability [1] Project Details - The five projects include: - Tuquan: 500,000 kW / 2,000,000 kWh independent energy storage station - Dengkou: 400,000 kW / 1,600,000 kWh independent energy storage project - Huade: 500,000 kW / 2,000,000 kWh independent energy storage project - Chifeng City, Balinzuoqi: 400,000 kW / 1,600,000 kWh independent energy storage project - Sunite Right Banner: 300,000 kW / 1,200,000 kWh independent energy storage station [1] Technology and Safety Measures - The projects will utilize advanced blade battery stacking technology and square lithium iron phosphate batteries, adhering to strict fire safety requirements [1] - Fire safety measures include the installation of physical fire-retardant paint and dual fire protection systems using perfluorohexane gas and water sprinklers [1] Operational Benefits - Once completed, the large-capacity energy storage systems will effectively implement "peak shaving and valley filling," improving the management of renewable energy sources and enhancing the flexibility of marketing strategies [1] - The projects will ensure reliable power supply by increasing the frequency of charge and discharge cycles and significantly improving grid regulation and stability [1]

Group 1 - The core viewpoint emphasizes the importance of team management in energy companies, highlighting the innovative practices and standardization efforts by Inner Mongolia Energy Group to enhance safety and operational efficiency [1][2] - The operational team at Xilin Hot Power Company has achieved 820 days of continuous safe production, with a 100% rate in major operation correctness and hazard rectification [2] - The company has implemented a "three-dimensional empowerment" mechanism focusing on technology, management, and culture to improve team performance and safety awareness [1][2] Group 2 - The training programs include regular safety regulations and accident case studies, as well as practical simulations to enhance emergency response capabilities among operational staff [2][3] - The construction projects under the Electric Power Construction Group utilize standardized management and continuous education to ensure safety at the team level [3] - The project teams have developed a "three-layer morning meeting system" to address risks and ensure task clarity, conducting over 150 team meetings to reinforce safety protocols [3] Group 3 - The Inner Mongolia Energy Group has established a "lean maintenance management platform" to standardize and streamline maintenance processes, thereby reducing safety risks from the source [2] - The management practices include a strict defect handling process, achieving a 100% defect elimination rate [2] - Safety measures at construction sites include designated work areas, real-time communication between safety personnel and operators, and comprehensive monitoring to mitigate risks [3]

Market Overview - The three major indices closed up over 1.1%, with the Hang Seng Index rising 1.16% to above 26,000 points, the Hang Seng China Enterprises Index up 1.13%, and the Hang Seng Tech Index up 1.71% [1][2] - Market sentiment is bullish, with significant gains in large tech stocks, particularly Baidu, which surged 8% [2][5] Sector Performance - Large tech stocks collectively rose, with notable increases from Baidu (+8%), Alibaba (+5.44%), and Tencent (+2.22%) [5][6] - Education stocks saw substantial gains, led by Yuhua Education, which soared over 43%, following the announcement of government subsidies for childcare and free preschool education [6][7] - Real estate and property management stocks also experienced upward momentum, with Evergrande Property rising over 20% [7][8] Investment Insights - The market liquidity remains ample, and valuation levels are considered reasonable, providing a window for allocation in tech and pharmaceutical sectors due to significant long-term recovery potential [5] - UBS anticipates strong demand for gold, projecting central bank purchases to remain robust at around 900 to 950 tons this year, slightly below last year's record [8][10] Capital Flows - Southbound funds recorded a net inflow of 7.331 billion HKD, indicating strong interest from investors [13][15] - Morgan Stanley noted that U.S. investors' interest in the Chinese market has reached its highest level since 2021, suggesting a favorable outlook for Hong Kong stocks compared to A-shares [15]

Core Insights - A solar photovoltaic (PV) project led by Inner Mongolia Energy Group has achieved significant results in combating desertification in the Ulan Buh Desert, providing valuable data for solar project construction and technology selection in desert areas [1] Group 1: Project Overview - The project is located in a solar resource-rich area with approximately 3000 hours of annual sunlight, facing challenges such as low rainfall, high evaporation, and frequent sandstorms [1] - The project covers an area of 23,000 acres and includes a self-built testing platform for systematic comparison between Longi's BC second-generation Hi-MO 9 components and traditional TOPCon components [1] Group 2: Performance Metrics - From April to July 2025, the BC technology components outperformed TOPCon components by 2.45% in terms of power generation per kilowatt and by 9.05% in terms of power generation per unit area [1] - During June, which experienced 14 rainy days, the BC components maintained a stable advantage, achieving a cumulative power generation increase of 2.44% compared to the control components [1] Group 3: Implications for the Industry - The successful application of this technology represents a new solution for solar projects in desert areas, providing critical decision-making support for large-scale solar desertification projects currently in implementation [1] - This project sets a technical benchmark for the construction and operation of renewable energy bases in "deserted" regions of China [1]

MONGOLIA ENERGY CORPORATION LIMITED 蒙古能源有限公司* （於百慕達註冊成立之有限公司） （股份代號：276） 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，並明確表示概不就因本公告全部或任何部分內容而產生或因依賴 該等內容而引致之任何損失承擔任何責任。 香港，二零二五年九月十一日 於本公告發表日期，董事會由九名董事組成，包括執行董事魯連城先生、翁綺慧女士、魯士奇先 生、魯士偉先生及魯士中先生；非執行董事杜顯俊先生；以及獨立非執行董事徐慶全先生太平紳 士、 劉偉彪先生及李企偉先生。 執行行動計劃以解決 不發表核數意見季度更新 茲提述蒙古能源有限公司(「本公司」，連同其附屬公司，統稱「本集團」)於二 零二五年七月二十四日刊發截至二零二五年三月三十一日止年度（「二零二五年 財政年度」）之年報（「二零二五年年報」）。除另有界定者外，本公告所用詞 彙與二零二五年年報及本公司於二零二五年七月二日的公告所界定者具有相同 涵義。 誠如二零二五年年報所披露，由於與本集團持續經營能力相關的多項不確定因素， 本公司之核數師對本集團二 ...