FF301 截至月份: 2025年10月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中國核能科技集團有限公司 (於百慕達註冊成立之有限公司) 呈交日期: 2025年11月4日 I. 法定/註冊股本變動 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 | 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) | 00611 | 說明 | | | | | | | | | 法定/註冊股份數目 | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | 5,000,000,000 | HKD | | 0.1 HKD | | 500,000,000 | | 增加 / 減少 (-) | | | 0 | | HKD | | 0 | | 本月底結存 | | 5,000,000,000 | HKD | | 0.1 HKD | | 500,000,000 | 本月底法定/註冊股本總額： HK ...

Core Insights - The establishment of the thorium-based molten salt reactor in Gansu, China, marks a significant technological breakthrough in nuclear energy, potentially alleviating China's long-term reliance on imported nuclear fuel [1][3] Group 1: Technological Breakthroughs - The thorium-based molten salt reactor is the only operational molten salt reactor globally and the only one built in a desert area in China, representing a pivotal shift in the nuclear energy landscape [1] - Thorium, abundant in China, can be converted into fissile uranium-233 through neutron bombardment, effectively transforming a non-fissile material into a valuable energy source [3] - The extraction of thorium as a byproduct of rare earth mining significantly reduces the cost of nuclear fuel and enhances the economic viability of both thorium and rare earth resources [3] Group 2: Safety and Flexibility - The molten salt reactor operates at high temperatures (600-700°C) without the need for external water sources, eliminating the risk of overheating and core meltdown associated with traditional nuclear power plants [5] - This self-sustaining cooling system allows for greater flexibility in site selection, enabling the construction of nuclear power plants in inland areas rather than being restricted to coastal locations [7] - The ability to utilize thorium resources in various regions can provide clean and stable energy, potentially transforming energy access across China [7]

Core Viewpoint - The Hong Kong nuclear power sector is experiencing a significant rise, with multiple companies showing substantial stock price increases [1] Company Performance - Harbin Electric has seen its stock price increase by over 13% [1] - Dongfang Electric's stock price has risen by more than 9% [1] - Shanghai Electric and China National Nuclear Power have both increased by over 5% [1] - China National Nuclear International and China General Nuclear Power are also following the upward trend [1]

Core Viewpoint - Meili Technology plans a significant asset restructuring by acquiring 100% of Hitched Holdings 3B.V. (HH3) for cash, which is expected to constitute a major asset restructuring [1][4]. Group 1: Acquisition Details - The acquisition will be conducted through Meili Technology's wholly-owned subsidiary, Meili Holding GmbH, from Hitched Holdings 2B.V. [4]. - The transaction aims to indirectly control ACPS Group, a German manufacturer of automotive towing systems, which has long-term partnerships with major automotive brands such as Volkswagen, Mercedes-Benz, BMW, and Tesla [1][7]. Group 2: Market Opportunities - The acquisition is positioned to capture growth in the domestic and international towing hook market, driven by the increasing market share of SUVs and relaxed domestic towing policies [7]. - Meili Technology aims to leverage ACPS Group's established customer base to shorten market expansion timelines and reduce costs [7]. Group 3: Financial Performance - ACPS Group has experienced fluctuating financial performance, with projected net profits of -5.21 million euros in 2023, -20.18 million euros in 2024, and a positive 0.74 million euros in the first half of 2025 [10]. - The group's net assets have been negative in recent years, with values of 1.06 million euros in 2023, -1.07 million euros in 2024, and -0.20 million euros in mid-2025 [10][11]. Group 4: Stock Performance - Following the announcement of the acquisition plan, Meili Technology's stock price rose by 10.77%, closing at 35.18 yuan per share, with a total market capitalization of 7.426 billion yuan [1]. - Prior to the announcement, the stock had a cumulative increase of over 20% in the 20 trading days leading up to the announcement [8].

Core Viewpoint - China Nuclear Technology (00611) has entered into a financing lease agreement for a distributed photovoltaic power generation project in Shaoguan, Guangdong Province, with a total asset purchase price of RMB 80.1626 million [1] Group 1: Financing Lease Agreement - The leasing party is a wholly-owned subsidiary of the company, Shaoguan Dingrong New Energy Technology Co., Ltd. [1] - The lessor is China Merchants Jinling Leasing Co., Ltd. [1] - The lease involves various equipment and components related to a 5.99 MW distributed photovoltaic power generation project [1]

Core Viewpoint - China Nuclear Technology (00611) has entered into a financing lease agreement for a distributed photovoltaic power generation project in Shaoguan, Guangdong Province, with a total asset purchase price of RMB 80.1626 million [1] Group 1: Financing Lease Agreement - The leasing party is Shaoguan Dingrong New Energy Technology Co., Ltd., a wholly-owned subsidiary of China Nuclear Technology [1] - The lessor is China Merchants Jinling Leasing Co., Ltd. [1] - The lease involves various equipment and components related to a 5.99 MW distributed photovoltaic power generation project [1]

Core Viewpoint - China Nuclear Technology (00611.HK) has entered into a financing lease agreement with China Merchants Finance Leasing Co., Ltd. for a distributed photovoltaic power generation project in Shaoguan, Guangdong Province, with a total asset purchase price of RMB 80.1626 million [1] Group 1 - The leasing agreement involves the purchase of leasing assets related to a 5.99 MW distributed photovoltaic power generation project [1] - The leasing assets include various equipment and components necessary for the operation of the project [1] - The agreement is set to be executed on October 23, 2025, indicating a long-term commitment to the project [1]

承董事會命 中國核能科技集團有限公司 CHINA NUCLEAR ENERGY TECHNOLOGY CORPORATION LIMITED 中國核能科技集團有限公司 （於百慕達註冊成立之有限公司） （股份代號：611） 更改香港主要營業地點 中國核能科技集團有限公司（「本公司」）董事（「董事」）會（「董事會」）謹此宣佈，自 2025年10月23日起，本公司的香港主要營業地點將更改為香港德輔道中303號招商局廣 場9樓905室。 本公司之電話號碼、傳真號碼及網站維持不變。 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，概不對因本公告的全部或任何部分內 容而產生或因依賴該等內容而引致的任何損失承擔責任。 主席 李鴻衛 香港，二零二五年十月二十三日 於本公告日期，執行董事為李鴻衛先生（主席）、吳嶸先生（副主席）、邱文鶴先生（副主 席）、劉根鈺先生、李曉峰先生及杜瑞麗女士；以及獨立非執行董事為許世清博士、蘇黎 新博士及王如章先生。 ...

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，概不對因本公告的全部或任何部分內 容而產生或因依賴該等內容而引致的任何損失承擔責任。 CHINA NUCLEAR ENERGY TECHNOLOGY CORPORATION LIMITED 中國核能科技集團有限公司 （於百慕達註冊成立之有限公司） （股份代號：611） 融資租賃協議 融資租賃協議的主要條款載列如下： 有關與招商局融資租賃有限公司 訂立的融資租賃協議之須予披露交易 融資租賃協議 於二零二五年十月二十三日（於交易時段後），承租方（本公司之全資附屬公司）與出租 方訂立融資租賃協議。據此，出租方已同意(i)以售價人民幣80,162,641.40元向承租方 購買租賃資產及(ii)於租賃期限內將租賃資產出租予承租方。 上市規則之涵義 融資租賃協議項下擬進行的交易將根據國際財務報告準則第16號作為本集團進行的融 資安排入賬，而轉讓租賃資產的法定擁有權根據上市規則構成本公司租賃資產出售事 項。 由於融資租賃協議項下交易的一項或多項適用百分比率（定義見上市規則）超過5%但 低於25%，根據上 ...

Core Viewpoint - The recent advancements in China's nuclear fusion sector, particularly the successful installation of the Dewar base for the BEST project, have led to a surge in related nuclear energy stocks, indicating a positive outlook for the industry [2][10]. Group 1: Project Developments - The BEST project in Hefei, Anhui, has entered a new phase with the successful installation of its core component, the Dewar base, marking a significant milestone in its construction [2][6]. - The total assembly of the BEST project is set to commence on May 1, 2025, which is a critical phase involving the precise installation of various fusion reactor components [3]. - The installation process utilized a space-grade attitude control system, achieving millimeter-level precision for a 400-ton component, which sets a new record in the installation of large components [3][4]. Group 2: Industry Growth and Achievements - The global fusion industry has seen explosive growth over the past five years, with total investments nearing $10 billion [3]. - China's three major fusion devices have achieved significant milestones, including the EAST device operating plasma at 100 million degrees Celsius for 1066 seconds, and the "Chinese Circulation No. 3" reaching dual billion-degree temperatures [4]. - The BEST project aims to demonstrate fusion power generation by 2027, with a broader goal of commercializing fusion energy by 2030 [5][10]. Group 3: Investment and Market Response - The nuclear energy sector has seen a collective surge in stock prices, with companies like China Nuclear International rising by 21.30% and Shanghai Electric by 14.19% following the recent project developments [10][11]. - The investment landscape for fusion energy is evolving, with a structure emerging that combines national strategic capital, local industrial capital, and private innovation capital [5][10]. - The supply chain for the BEST project includes 16 A-share listed companies, indicating a robust industrial ecosystem supporting fusion energy development [10].