GCL NEWENERGY(00451)
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光伏股集体走高,光伏产能收储17家企业基本都已签字,有望引领行业供给侧改革
Zhi Tong Cai Jing· 2025-10-30 02:12
Core Viewpoint - The photovoltaic stocks have collectively risen, with significant increases observed across various companies, indicating a positive market sentiment in the solar energy sector [1]. Company Performance - Xinte Energy (01799) saw a price increase of 8.49%, reaching 8.560, with a trading volume of 236.99 million and a market capitalization of 12.241 billion [2]. - GCL-Poly Energy (03800) increased by 5.30% to 1.390, with a trading volume of 530 million and a market capitalization of 42.409 billion [2]. - GCL-New Energy (00451) rose by 4.41% to 0.710, with a trading volume of 549,400 and a market capitalization of 1.104 billion [2]. - Sunshine Energy (00757) increased by 4.08% to 0.102, with a trading volume of 16,400 and a market capitalization of 0.339 billion [2]. - Xinyi Solar (00968) saw a 2.73% increase to 3.760, with a trading volume of 10.1 million and a market capitalization of 34.393 billion [2]. - Other companies such as Kaisheng New Energy (01108), Xinyi Energy (03868), and Fuchai Glass (06865) also reported positive price movements ranging from 1.28% to 2.14% [2]. Industry Developments - According to a report by Shanghai Securities News, GCL Group's chairman, Zhu Gongshan, mentioned that 17 leading companies in the photovoltaic sector have signed agreements for joint capacity storage [2]. - Shenwan Hongyuan released a research report stating that polysilicon is a key focus for combating industry competition, and the establishment of a joint platform will accelerate supply-side reforms in polysilicon [2]. - The report also indicated that the ongoing efforts to combat competition are leading to noticeable recovery in industry prices and profitability, with expectations for price increases starting in Q3 2025 under a "not below cost sales" pricing regulation [2].
港股异动丨多重利好叠加,光伏股盘初拉升,协鑫科技涨超6%
Ge Long Hui· 2025-10-30 02:04
Group 1 - Hong Kong solar stocks experienced a significant rise, with New Special Energy leading the increase by over 8%, followed by GCL-Poly Energy with over 6% and Sunshine Energy, GCL New Energy with over 4% [1] - Sunshine Power's Q3 earnings exceeded expectations, reporting a net profit of 4.147 billion yuan, a year-on-year increase of 57.04% [1] - Ganfeng Lithium turned a profit in the first three quarters compared to the previous year, while TCL Zhonghuan reported a significant reduction in losses both year-on-year and quarter-on-quarter [1] Group 2 - The "14th Five-Year Plan" emphasizes the development of new energy storage and the establishment of market and pricing mechanisms suitable for the new energy system, which supports not only solar installations but also addresses the issue of renewable energy consumption [1] - The plan highlights the need for coal power transformation, development of pumped storage and new energy storage, and acceleration of smart grid construction, benefiting related industries such as energy storage and grid equipment [1] - Chinese manufacturers have a significant cost advantage in overseas markets due to the scale of energy storage cell and battery system production, allowing them to win large projects at lower Levelized Cost of Energy (LCOE) [1] Group 3 - According to the CESA Energy Storage Application Association database, the total scale of new overseas orders/cooperation for Chinese energy storage from January to September 2025 reached 214.7 GWh, a year-on-year increase of 131.75% [1]
协鑫欧加登盆地LNG投产
Zheng Quan Shi Bao Wang· 2025-10-03 02:26
Core Viewpoint - The official launch of the 200,000 cubic meter liquefied natural gas (LNG) plant by GCL-Poly Energy Holdings Limited in the Calub camp of Ethiopia's Somali region marks a significant development in the region's energy sector, alongside the groundbreaking of additional large-scale projects including LNG liquefaction and power generation [1] Group 1 - The GCL-Poly's LNG plant has a capacity of 200,000 cubic meters, indicating a substantial investment in the energy infrastructure of Ethiopia [1] - The simultaneous groundbreaking of the second phase of the GCL-Poly LNG liquefaction project and other related industries such as natural gas power generation and refining highlights the company's commitment to expanding its operations in the region [1]
协鑫新能源(00451) - 截至二零二五年九月三十日止股份发行人的证券变动月报表
2025-10-02 09:40
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 呈交日期: 2025年10月2日 I. 法定/註冊股本變動 截至月份: 2025年9月30日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 協鑫新能源控股有限公司 | 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) | 00451 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 3,000,000,000 | HKD | 0.083333333334 | HKD | | 250,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | | | 本月底結存 | | | 3,000,000,000 | HKD | 0.083333333334 | HKD | | 250,000,000 | 本月 ...
协鑫新能源(00451) - 澄清公告 - 权益披露
2025-09-30 12:42
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的內容概不負責,對其準確性或完整 性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或因倚賴該等內容而 引致的任何損失承擔任何責任。 澄清公告 權益披露 股東權益資料澄清 茲提述協鑫新能源控股有限公司(「本公司」)日期為二零二五年九月十七日的澄清公告 及本公司日期為二零二五年七月二十八日有關朱共山先生(「朱先生」)、朱鈺峰先生、 Asia Pacific Energy Fund Limited(「朱氏家族信託」)(該信託以朱共山先生及朱鈺峰先 生(兩人均為本公司執行董事)及其家族為受益人(視情況而定))以及由朱先生及其家族 成員控制的集團及公司的聯營公司、合營企業、其他關聯方(統稱「相關方」)於本公司 股權更新的自願公告。除非本公告另有定義,否則本公告所用界定詞彙與上述澄清公 告及自願公告所用詞彙具有相同涵義。根據權益披露表格所披露,本公司就相關方在 本公司中的股權權益提供以下澄清及重述(如過往所披露之下列文件): 中期及年度報告 GCL New Energy Holdings Limited 協鑫新能源控股有限公司 (於百慕達註冊成 ...
协鑫新能源(00451) - 致新註册股东之通知信函及回条
2025-09-29 08:36
GCL New Energy Holdings Limited 協鑫新能源控股有限公司 (於百慕達註冊成立之有限公司) (股份代號:451) 選擇公司通訊之語言版本及收取方式 各位新註冊股東: 根據香港聯合交易所有限公司證券上市規則第2.07A及2.07B條及本公司之細則,本公司將向 閣下提供若干方案,以供選擇收取本 公司日後之公司通訊(「公司通訊」),即本公司刊發或將予刊發以供其任何證券持有人參照或採取行動之任何文件,包括但不限於: (a)董事會報告、年度財務報表連同核數師報告及(如適用)財務摘要報告;(b)中期報告及(如適用)中期摘要報告;(c)會議通告;(d) 上市文件;(e)通函;及(f)代表委任表格。 閣下可選擇: 倘本公司於2025年10月30日前尚未收到 閣下的回條或回覆, 閣下將被視為已同意收取網上版本,而公司通訊登載於本公司網站 的通知將於日後發送予 閣下。 為支持盡量減少用紙的環保理念及節省印刷及郵遞費用,本公司建議 閣下選擇上文的方案1收取所有日後公司通訊之網上版本。 在作出上述選擇時,請 閣下於隨本函附上的回條(「回條」)上適當空格內劃上「✓」號,並在回條上簽署,然後將回條寄回或親身 ...
协鑫新能源(00451) - 致非註册股东之通知信函及申请表格
2025-09-29 08:34
GCL New Energy Holdings Limited 協鑫新能源控股有限公司 (Incorporated in Bermuda with limited liability) (於百慕達註冊成立之有限公司) (Stock code: 451) (股份代號:451) The English and Chinese versions of the Interim Report 2025 of the Company are available on the website of the Company at www.gclnewenergy.com and that of Hong Kong Exchanges and Clearing Limited ("HKEX") at www.hkexnews.hk. You may access the Interim Report 2025 through the website of the Company and that of HKEX. For future Corporate Communications(Note 2), a notice of ...
协鑫新能源(00451) - 致註册股东之通知信函、申请表格及更改选择表格
2025-09-29 08:32
(股份代號:451) NOTIFICATION LETTER 通知信函 GCL New Energy Holdings Limited 協鑫新能源控股有限公司 (Incorporated in Bermuda with limited liability) (於百慕達註冊成立之有限公司) (Stock code: 451) 30 September 2025 Dear Registered Shareholder, GCL New Energy Holdings Limited (the "Company") — Notice of publication of Interim Report 2025 The English and Chinese versions of the Interim Report 2025 of the Company are available on the website of the Company at www.gclnewenergy.com and that of Hong Kong Exchanges and Clearing Limited ("HKEX") at ...
协鑫新能源(00451) - 2025 - 中期财报
2025-09-29 08:30
關於協鑫新能源 本中期報告載有前瞻性陳述,涉及本 集團的預測業務計劃、前景、財務預 測及發展策略。該等前瞻性陳述是根 據其營運的行業及市場目前的信念、 預測、假設及前提,當中有些涉及主 觀因素或不受我們控制。該等前瞻性 陳述涉及許多風險及不明朗因素及可 能不會在將來實現。鑑於風險及不明 朗因素,本中期報告內所載列的前瞻 性陳述不應視為董事會或本公司聲明 該等計劃及目標將會實現,故投資者 不應過於依賴該等前瞻性陳述 to Life Bringing 把 綠色能源 帶進生活 中期報告 2025 INTERIM REPORT 2025 INTERIM REPORT 中期報告 About GCL New Energy Forward-looking statements contained in this Interim Report relating to the forecast business plans, prospects, financial forecasting, and growth strategies of the Group. These forward-looking statements ...
协鑫新能源(00451) - 澄清公告 - 权益披露
2025-09-17 11:02
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的內容概不負責,對其準確性或完整 性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或因倚賴該等內容而 引致的任何損失承擔任何責任。 (股份代號:451) 澄清公告 權益披露 茲提述協鑫新能源控股有限公司(「本公司」)日期為二零二五年七月二十八日有關朱共 山先生(「朱先生」)、朱鈺峰先生、Asia Pacific Energy Fund Limited(「朱氏家族信託」) (該信託以朱共山先生及朱鈺峰先生(兩人均為本公司執行董事)及其家族為受益人(視 情況而定))以及由朱先生及其家族成員控制的集團及公司的聯營公司、合營企業、其 他關聯方(統稱「相關方」)於本公司股權更新的自願公告(「該公告」)。 本公司注意到,於該公告刊發後及截至本公告日期,根據相關方提交的權益披露表格 (「權益披露表格」),於二零二三年十月二十七日、二零二三年十月三十日、二零二三 年十月三十一日、二零二三年十一月一日、二零二三年十一月二日、二零二四年五月 十日、二零二五年一月九日、二零二五年三月二十一日、二零二五年五月八日、二零 二五年五月九日、二零二五年五月十二日 ...