Core Viewpoint - The announcement by Ruipu Lanjun (00666) regarding the construction contract with Fujian Qingtuo is a significant step in the company's strategic capacity layout, focusing on the production of lithium-ion battery cells and modules with an annual capacity of 45GWh [1] Group 1: Project Details - The project involves the renovation of the 1 factory's 10-axis to 16-axis and A-axis to ES-axis areas, specifically the steel structure part [1] - The construction contract was signed on December 9, 2025, between Jiaxing Lanjun (a subsidiary of the company) and Fujian Qingtuo, which will provide engineering construction services for the project [1] Group 2: Contractor Information - Fujian Qingtuo was selected as the winning bidder through a strict tendering process, demonstrating its competitiveness among qualified bidders [1] - The contractor has over 20 years of rich experience in the manufacturing and installation of metallurgical equipment and steel structure factories [1] Group 3: Industry Context - Fujian Qingtuo is associated with the Qingshan Group, the world's largest stainless steel and nickel producer, which ranked 247th in the Fortune Global 500 in 2025 [1] - The Qingshan Group has a crude stainless steel production capacity exceeding 10 million tons and nickel iron production capacity of 300,000 tons of nickel equivalent, both ranking first globally [1]

Core Viewpoint - The announcement highlights the signing of a construction contract between Jiaxing Lanjun and Fujian Qingtou for a project involving the renovation of a factory area dedicated to lithium-ion battery cell and module production, which is crucial for the company's capacity layout strategy [1] Group 1: Project Details - The project involves the construction of a new production facility with an annual capacity of 45 GWh for lithium-ion battery cells and modules [1] - The specific focus of the contract is on the renovation of the 1 factory area, including the 10-axis to 16-axis and A-axis to ES-axis sections, particularly the steel structure components [1] Group 2: Contractor Information - Fujian Qingtou, the contractor selected through a rigorous bidding process, has over 20 years of experience in manufacturing and installing metallurgical equipment and steel structures, making it a competitive choice among qualified bidders [1] - Fujian Qingtou is associated with the Qingshan Group, the world's largest stainless steel and nickel producer, which ranked 247th on the Fortune Global 500 list in 2025 [1] Group 3: Strategic Importance - The project is deemed a key component for the company's strategic capacity layout, emphasizing the importance of engineering quality, construction timelines, and supply chain stability [1] - The technical expertise, quality assurance, cost-effectiveness, and professional engineering services provided by Fujian Qingtou are expected to meet the project's high standards [1]

格隆汇12月9日丨瑞浦兰钧(00666.HK)公告，于2025年12月9日召开的董事会会议上，董事会已决议建议 取消监事会、对公司章程及议事规则进行修订以及废止《监事会议事规则》。 ...

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之任何損失承擔任何責任。 REPT BATTERO Energy Co., Ltd. 瑞 浦 蘭 鈞 能 源 股 份 有 限 公 司 （ 於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司 ） （股份代號：0666） 建設工程施工合同 於2025年12月9日（交易時段後），嘉興蘭鈞（本公司附屬公司），與福建青拓訂 立建設工程施工合同，據此，嘉興蘭鈞同意委聘福建青拓就項目提供工程施 工服務。 上市規則的涵義 於本公告日期，項先生為本公司控股股東，項先生通過本公司控股股東青山 集團及上海鼎信合共控制福建青拓88.0%股權。因此，據上市規則第14A.07條， 福建青拓為本公司控股股東之聯繫人，故為本公司之關連人士，而根據上市 規則第14A章，建設工程施工合同項下擬進行之交易構成本公司之關連交易。 由於建設工程施工合同及其項下擬進行之交易之最高適用百分比率高於0.1% 低於5%，但代價超過3,000,000港元， ...

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之任何損失承擔任何責任。 REPT BATTERO Energy Co., Ltd. 瑞 浦 蘭 鈞 能 源 股 份 有 限 公 司 – 1 – 取消監事會、對公司章程及議事規則進行修訂以及廢止《監事會議事規則》的 建議將提呈臨時股東大會以供考慮及批准。建議取消監事會、修訂公司章程及 議事規則以及廢止《監事會議事規則》事宜須於臨時股東大會上經本公司股東 以特別決議案審議通過方能作實。本公司將不再設置監事會或監事，由審計委 員會行使公司法規定的監事會職權，現任監事將自動離任。在此之前，現行公 司章程、股東大會議事規則、董事會議事規則及監事會議事規則繼續有效。 暫停辦理H股股東股份過戶登記手續 董事會宣佈，本公司謹訂於2025年12月31日（星期三）上午九時三十分於中國浙 江省溫州市龍灣區溫州灣新區濱海六路205號研發樓會議室舉行2025年第一次 臨時股東大會（「臨時股東大會」），以審議及批准（其中包括）建議取消監事會、 對公司章程 ...

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 | 2. 股份分類 | 普通股 | 股份類別 | 其他類別 (請註明) | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | - | 說明 | 境内未上市股份 | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,402,451,926 RMB | | 1 | RMB | | 1,402,451,926 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 1,402,451,926 RMB | | 1 | RMB | | 1,402,451,926 | 本月底法定/註冊股本總額： RMB 2,336,874,050 FF301 截至月份: 2025年11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: 瑞浦蘭鈞能源股份有限公司 呈 ...

Core Insights - The top three companies with the highest short positions as of November 14 are Vanke Enterprises (02202), COSCO Shipping Holdings (01919), and ZTE Corporation (00763) with short ratios of 17.68%, 16.49%, and 16.03% respectively [1][2] - The companies with the largest absolute increase in short positions include GCL-Poly Energy (03800), Dongfang Electric (01072), and Hansoh Pharmaceutical (01276), with increases of 1.99%, 1.54%, and 1.35% respectively [1][2] - The companies with the largest absolute decrease in short positions are Ganfeng Lithium (01772), ZTE Corporation (00763), and Samsonite (01910), with decreases of -2.53%, -1.02%, and -0.95% respectively [1][2] Top 10 Short Positions - The top 10 companies with the highest short ratios include Vanke Enterprises (02202) at 17.68%, COSCO Shipping Holdings (01919) at 16.49%, and ZTE Corporation (00763) at 16.03% [2] - Other notable companies in the top 10 include Heng Rui Pharmaceutical (01276) at 15.64% and Ping An Insurance (02318) at 13.66% [2] Changes in Short Positions - The companies with the largest increases in short ratios include GCL-Poly Energy (03800) from 6.87% to 8.86%, Dongfang Electric (01072) from 8.67% to 10.21%, and Heng Rui Pharmaceutical (01276) from 14.30% to 15.64% [2] - Conversely, the companies with the largest decreases in short ratios include Ganfeng Lithium (01772) from 11.32% to 8.79%, ZTE Corporation (00763) from 17.05% to 16.03%, and Samsonite (01910) from 6.67% to 5.72% [2][3]

Core Viewpoint - The energy storage market has seen a significant surge in demand for lithium battery materials, leading to substantial price increases, making the lithium battery materials sector a standout performer in the A-share market [1] Group 1: Market Demand and Supply - Since the third quarter, the demand for lithium battery materials such as lithium hexafluorophosphate, lithium iron phosphate, and lithium carbonate has rapidly increased due to the explosion of the energy storage market [1] - A carbon lithium production company in Sichuan reported that even with full production capacity, they cannot meet customer demand, indicating a strong market demand [1] - The chairman of Ganfeng Lithium predicts that global lithium carbonate demand will reach 1.55 million tons in 2025, with a potential increase to 1.9 million tons by 2026, suggesting a tightening supply-demand balance [1] Group 2: Price Trends - The price of lithium carbonate may see upward pressure if demand growth exceeds 30% next year, potentially reaching 150,000 to 200,000 yuan per ton [1] - The downstream investment and operation segments of energy storage are expected to pass on excess profits to upstream materials, batteries, and integration sectors, indicating a potential for price increases across the lithium battery supply chain [2] Group 3: Industry Opportunities - CITIC Construction continues to favor materials, particularly lithium hexafluorophosphate, lithium iron phosphate, anode materials, separators, and battery segments, highlighting opportunities in these areas [3] - The upcoming peak production season is expected to lead to a supply-demand imbalance, driving prices higher [4] - Changes in pricing models are anticipated, which may further impact the market dynamics [5] Group 4: Related Companies - Key companies in the lithium battery materials sector include Ganfeng Lithium (01772), Tianqi Lithium (09696), and Zhongwei New Materials (02579) [6] - In the energy storage sector, notable companies include BYD (01211), Zhongxin Innovation (03931), and Ruipu Lanjun (00666) [6]

Group 1: Solar and Energy Stocks - Solar stocks showed recovery with New Special Energy (01799) up 4.99%, Flat Glass (06865) up 3.25%, Xinyi Solar (00968) up 3.75%, and GCL-Poly Energy (03800) up 2.27%. The China Photovoltaic Industry Association stated that rumors about a polysilicon storage platform were false, aiming to malign the industry [1][2] - Energy storage concept stocks rose against the trend, with Longpan Technology (02465) up 17.09%, Ruipu Lanjun (00666) up 15.2%, and Zhongxin Innovation (03931) up 9.22%. Lithium hexafluorophosphate prices have surged, with some market quotes reaching 150,000 yuan/ton, doubling since mid-October [1] Group 2: Oil and Gas Stocks - Oil stocks collectively declined, with CNOOC (00883) down 3.14%, CNOOC Services (02883) down 2.98%, PetroChina (00857) down 2.09%, and Sinopec (00386) down 1.79%. OPEC's monthly report indicated a slight oversupply in the oil market by 2026, contrasting previous predictions of sustained demand [2] Group 3: Steel and Mining Stocks - Steel stocks saw a midday surge, with Maanshan Iron & Steel (00323) up 7.09%, Ansteel (00347) up 2.26%, and Chongqing Iron & Steel (01053) up 2.13%. The Simandou project in Guinea, which has the potential to become the fifth-largest mine globally, has commenced production [2] Group 4: Airline and Transportation Stocks - Southern Airlines (01055) rose over 3.9% after reporting a 2.2% year-on-year increase in revenue for the first three quarters of 2025 [2] Group 5: Biotechnology and Pharmaceuticals - Gilead Sciences (01672) increased over 5.7% as it announced the clinical development of new drugs ASC36 and ASC35 [3] - Zai Lab (02509) rose over 8.4% after announcing plans for continued related transactions for the commercialization of QX001S from 2026 to 2028 [4] Group 6: Gold Stocks - Gold stocks collectively rose, with China Gold International (02099) up 5.99%, Jihai Resources (02489) up 7.3%, and Lingbao Gold (03330) up 4.47%. Gold prices have surpassed $4,100 and are testing the $4,200 resistance level [4] Group 7: US Market Movements - Major tech stocks in the US fell, with Meta Platforms (META.US) down over 2.8%, Tesla (TSLA.US) down over 2%, and Amazon (AMZN.US) down over 1.9% [5] - Eli Lilly (LLY.US) rose 2.95%, reaching a historical high, after announcing a deal to lower GLP-1 drug prices to $245 per month, potentially opening a new market of 30 million people [5] - The US airline service sector saw gains, with United Airlines (UAL.US) up 5.29% and American Airlines (AAL.US) up 3.62%, as the government is expected to reopen soon [5] Group 8: Nuclear Energy Stocks - US nuclear energy stocks rose, with Oklo (OKLO.US) up 6.67% as the government plans to finance new nuclear power plants to meet the energy demands of AI development [6] Group 9: Company-Specific Developments - On Holding (ONON.US) surged over 17.9% after reporting Q3 net sales of 794.4 million Swiss francs, exceeding market expectations [7] - AMD (AMD.US) rose 9% as it projected a 35% annual growth rate in revenue over the next three to five years, driven by AI chip demand [7]

Core Viewpoint - RuiPu LanJun (00666) has seen a significant stock increase of over 10%, reaching HKD 16.71, driven by its impressive battery shipment performance and strategic partnerships in the energy storage sector [1] Company Summary - RuiPu LanJun's stock rose by 10.44%, with a trading volume of HKD 377 million [1] - The company completed a placement of 60 million shares, raising approximately HKD 794 million in net proceeds [1] - RuiPu LanJun achieved a battery shipment volume exceeding 50 GWh, positioning itself among the top global energy storage battery suppliers [1] Industry Summary - According to ICC Xinluo Energy Storage Database, global energy storage battery shipments reached 428 GWh from January to September 2025, marking a substantial year-on-year increase of 90.7% [1] - In the residential energy storage segment, RuiPu LanJun holds the largest market share in 100Ah cell supply, thanks to stable collaborations with leading integrators such as MaiTian Energy, SiGe New Energy, and GoodWe [1] - The surge in demand for 100Ah cells is primarily driven by subsidy policies in Europe and Australia, leading to a supply shortage [1] - The European market has rebounded strongly, with Australia identified as a major growth point for energy storage solutions this year [1]