1月23日，港股市场光伏股午后进一步拉升，其中，凯盛新能涨超24%，福莱特玻璃涨超10%，协鑫新能源涨超9%，信 义光能、协鑫科技涨超8%，新特能源、卡姆丹克太阳能涨超7%，信义能源涨超5%，阳光能源、信义玻璃、水发兴业能 源涨超3%。 责任编辑：栎树 消息面上，1月22日，特斯拉CEO马斯克在瑞士达沃斯世界经济论坛年会期间，与贝莱德CEO拉里·芬克的对谈中明确力 挺太空光伏，并披露关键产能规划。他表示，SpaceX与特斯拉正同步推进太阳能产能提升，目标在未来三年内实现每年 100GW的太阳能制造能力。 | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 01108 | 凯盛新能 | 24.41% | 4.740 | 30.6 Z | 27.76% | | 06865 | 福莱特玻璃 | 10.58% | 11.920 | 279.27亿 | 26.41% | | 00451 | 协鑫新能源 | 9.52% | 1.610 | 25.02亿 | 98.77% | | 00968 | 信义光能 | 8. ...

Core Viewpoint - The Hong Kong stock market saw a significant rise in solar energy stocks, driven by Elon Musk's support for space solar power and production capacity plans disclosed during the World Economic Forum [1] Group 1: Stock Performance - Jinko Solar (凯盛新能) surged over 24%, with a year-to-date increase of 27.76% and a market capitalization of 30.6 billion [2] - Flat Glass Group (福莱特玻璃) rose over 10.58%, with a market cap of 279.27 billion and a year-to-date increase of 26.41% [2] - GCL-Poly Energy (协鑫新能源) increased by 9.52%, boasting a remarkable year-to-date increase of 98.77% and a market cap of 25.02 billion [2] - Xinyi Solar (信义光能) saw an 8.67% rise, with a market cap of 321.06 billion and a year-to-date increase of 18.18% [2] - GCL-Technology (协鑫科技) rose by 8.41%, with a market cap of 385.31 billion and a year-to-date increase of 9.43% [2] - New Energy Technology (新特能源) increased by 7.77%, with a market cap of 113.11 billion and a year-to-date increase of 7.62% [2] - Canadian Solar (卡姆丹克太阳能) rose by 7.48%, with a market cap of 1.22 billion and a year-to-date increase of 13.86% [2] - Xinyi Energy (信义能源) increased by 5.17%, with a market cap of 103.94 billion and a year-to-date increase of 10.91% [2] - Sunshine Energy (阳光能源) rose by 3.90%, with a market cap of 2.66 billion and a year-to-date increase of 2.56% [2] - Xinyi Glass (信义玻璃) increased by 3.41%, with a market cap of 402.59 billion and a year-to-date increase of 10.04% [2] - Shandong Water Development (水发兴业能源) rose by 3.08%, with a market cap of 590 million, but a year-to-date decrease of 1.68% [2] Group 2: Industry Insights - Elon Musk announced that SpaceX and Tesla are working together to enhance solar energy production capacity, aiming for an annual manufacturing capability of 100 GW within the next three years [1]

Group 1 - The 2026 CES in Las Vegas showcased numerous Chinese companies with leading technologies, highlighting "Chinese manufacturing" [1] - TCL participated for the 33rd time, becoming the largest Chinese brand by exhibition area, focusing on "screen universe" and "AI life" [1] - TCL aims to enhance R&D in AI applications and next-generation display technologies, exploring foundational and cutting-edge technology [1] Group 2 - Hisense, as the global official sponsor of the 2026 World Cup, presented customized products and showcased breakthroughs in AI and smart hardware [1] - Hisense unveiled its first commercial humanoid robot, Harley, which interacts with visitors and explains the advantages of its "black technology" products [1] - BOE exhibited over 60 cutting-edge display technologies and IoT solutions, including the global debut of the "HERO2.0 smart cockpit" [2] Group 3 - New Stone, a leader in unmanned delivery, introduced AI-driven next-generation logistics solutions and showcased its RoboVan product line [2] - New Stone aims to accelerate global development, targeting over 50,000 overseas deliveries of unmanned vehicles by 2027 [2] - CES is recognized as one of the largest consumer technology events globally, featuring over 4,100 exhibitors from more than 150 countries, focusing on AI, digital health, energy technology, and robotics [2]

China Shuifa Singyes Energy Holdings Limited 中國水發興業能源集團有限公司 （於百慕達註冊成立之有限公司） （股份代號：750） 補充公告 (1)須予披露交易 出 售100%出售公司股權 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 倚 賴 該 等 內 容 而 引 致 之 任 何 損 失 承 擔 任 何 責 任。 及 (2)關連交易 出 售100%出售公司股權 茲提述(i)本 公 司 日 期 為 二 零 二 五 年 十 二 月 二 十 九 日 之 公 告，內 容 有 關 珠 海 興 業向山東北資出售持有的水興新能源(河 源)有 限 公 司（「河 源」）100%股 權；及(ii) 本 公 司 日 期 為 二 零 二 五 年 十 二 月 二 十 九 日 之 公 告，內 容 有 關 水 發 綠 色 能 源 向 深 圳 北 資 出 售 持 有 的 興 民 能 源（濟 南）有 ...

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 截至月份: 2025年12月31日 狀態: 新提交 II. 已發行股份及/或庫存股份變動 致：香港交易及結算所有限公司 公司名稱: 中國水發興業能源集團有限公司 呈交日期: 2026年1月5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) | 00750 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 3,200,000,000 | USD | | 0.01 | USD | | 32,000,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 3,200,000,000 | USD | | 0.01 | USD | | ...

Core Viewpoint - The company is divesting its 100% stake in Shui Xing New Energy (Heyuan) to Shandong Beizi for a total consideration of RMB 146.695 million, which includes RMB 14 million in debt repayment, as part of its strategy to optimize asset structure and improve operational efficiency [1] Group 1: Transaction Details - The equity transfer agreement was signed on December 29, 2025, between Zhuhai Xingye (the seller) and Shandong Beizi (the buyer) [1] - The total consideration for the sale is RMB 146.695 million, which includes the assumption of debts amounting to RMB 14 million [1] Group 2: Strategic Focus - The company aims to leverage its extensive experience and market insights in the clean energy sector to achieve breakthroughs in its core business [1] - The focus will be on launching existing projects and prioritizing high-return, low-risk quality energy projects, while also nurturing new industries such as high-end curtain walls, smart energy-saving buildings, and new materials [1] Group 3: Asset Optimization - The divestment aligns with the company's strategy to streamline operations by shedding low-quality assets and underperforming businesses, thereby reducing systemic risks and promoting sustainable development [1] - The transaction is expected to enhance resource allocation, improve cost management, and allow the company to concentrate on its core business strategies [1]

Core Viewpoint - The company, Shui Fa Xing Ye Energy, has entered into a share transfer agreement to sell 100% equity of its subsidiary, Shui Xing New Energy (Heyuan), for a total consideration of RMB 146.695 million, along with a debt repayment of RMB 14 million, to Shandong Bei Zi [1] Group 1: Transaction Details - The transaction involves the sale of Shui Xing New Energy (Heyuan) by Zhuhai Xing Ye, a wholly-owned subsidiary of the company [1] - The total consideration for the sale is RMB 146.695 million, which includes the repayment of debts amounting to RMB 14 million [1] Group 2: Strategic Implications - The sale aligns with the company's strategy to optimize its asset structure and improve operational efficiency by divesting low-quality assets and underperforming businesses [1] - This divestment is expected to streamline the company's operational framework, reduce systemic risks, and promote sustainable development of the overall business [1] - The company aims to focus on high-return, low-risk energy projects while also nurturing new industry segments such as high-end curtain walls, smart energy-saving buildings, and new materials to adapt to market changes and customer demands [1]

Group 1 - The core point of the article is the announcement by Shuidafengye Energy (00750.HK) regarding the sale of 100% equity in Shui Xing New Energy (Heyuan) for a total consideration of RMB 146.695 million, which includes RMB 14 million in debt owed to Zhuhai Xingye [1][2] - The company is engaged in solar, wind energy, power generation, energy storage, technology development, consulting, and promotion services [1] - The company aims to leverage its experience in the clean energy sector to focus on high-return, low-risk energy projects while also developing new industries such as high-end curtain walls, smart energy-saving buildings, and new materials [1] Group 2 - The sale aligns with the company's strategy to optimize its asset structure and improve operational efficiency by divesting low-quality assets and underperforming businesses [2] - This divestment is expected to streamline operations, reduce systemic risks, and promote sustainable development of the overall business [2] - The transaction will also enhance resource allocation, improve cost management, and allow the company to concentrate on its core business strategies [2]

Core Viewpoint - The company, Shui Fa Xing Ye Energy, has announced the sale of 100% equity in Xing Min Energy (Jinan) to Shenzhen Bei Zi for a total consideration of RMB 140.02 million, which includes the assumption of debts amounting to RMB 137.84 million, as part of its strategy to optimize asset structure and improve operational efficiency [1] Group 1: Transaction Details - Shui Fa Green Energy, a wholly-owned subsidiary of the company, will sell the equity to Shenzhen Bei Zi under a share transfer agreement [1] - The total consideration for the sale is RMB 140.02 million, which includes the debt assumption of RMB 137.84 million [1] Group 2: Strategic Implications - The sale aligns with the company's strategy to optimize its asset structure and improve operational efficiency by divesting low-quality assets and underperforming businesses [1] - This divestment is expected to streamline the operational framework, reduce systemic risks, and promote sustainable development of the company's overall business [1] - The company aims to focus on high-return, low-risk energy projects while also nurturing new industry segments such as high-end curtain walls, smart energy-saving buildings, and new materials to adapt to market changes and customer demands [1]

Core Viewpoint - The company, Shui Fa Xing Ye Energy, has entered into a share transfer agreement to sell its 100% stake in Xing Min Energy (Jinan) Co., Ltd. for a total consideration of RMB 14 million, which includes the assumption of debts amounting to RMB 13.78 million [1] Group 1: Transaction Details - Shui Fa Green Energy, a wholly-owned subsidiary of the company, is the seller in this transaction [1] - Shenzhen Bei Zi is the buyer in this agreement [1] - The total consideration for the sale is RMB 14 million, which includes the debt assumption of RMB 13.78 million [1] Group 2: Strategic Implications - The sale aligns with the company's strategy to optimize its asset structure and improve operational efficiency [1] - By divesting low-quality assets and underperforming businesses, the company aims to streamline its operational framework, thereby reducing systemic risks and promoting sustainable business development [1] - The transaction will also enhance resource allocation, improve cost management, and allow the company to focus on its core business strategies [1]