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: 陽光能源控股有限公司 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) | 00757 | 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 (-) | | | | | | | HKD | | | | 本月底結存 | | | 5,000,000,000 | HKD | | 0.1 | HKD | | 500,000,000 | 本月底法定/註冊股 ...

2025 Interim Report 中期報告 INTERIM REPORT 2025 中期報告 This interim report is printed on environmentally friendly paper. 本中期報告由環保紙印製 CONTENTS 目錄 | 2 | Corporate Information | | --- | --- | | | 公司資料 | | 4 | Company Profile | | | 公司簡介 | | 5 | Financial Highlights | | | 財務摘要 | | 6 | Management Discussion and Analysis | | | 管理層討論及分析 | | 31 | Disclosure of Interests | | | 權益披露 | | 33 | Corporate Governance and Other Information | | | 企業管治及其他資料 | | 35 | Independent Review Report | | | 獨立審閱報告 | | 36 | Interim Condensed ...

Core Viewpoint - The price of silicon wafers continues to rise, driven by increasing polysilicon prices and strong demand from overseas markets, particularly in light of favorable policies and stable production rates in the industry [1][2]. Group 1: Silicon Wafer Prices - The average transaction price for N-type G10L monocrystalline silicon wafers (182*183.75mm/130μm) is 1.32 yuan per piece, up 3.13% week-on-week [1]. - The average transaction price for N-type G12R monocrystalline silicon wafers (182*210mm/130μm) is 1.40 yuan per piece, up 1.45% week-on-week [1]. - The average transaction price for N-type G12 monocrystalline silicon wafers (210*210mm/130μm) is 1.68 yuan per piece, up 5.00% week-on-week [1]. Group 2: Market Dynamics - The increase in silicon wafer prices is attributed to rising polysilicon prices, which have boosted market sentiment [1]. - On the supply side, the continuous rise in polysilicon prices has led silicon wafer manufacturers to be optimistic about future market conditions [1]. - On the demand side, the impact of U.S. anti-dumping measures and corresponding tariffs, along with expectations of domestic export tax rebate policies, has resulted in strong overseas demand and increased orders for battery cells [1]. Group 3: Production Rates - The overall operating rate in the industry remains stable, with two leading companies operating at rates of 52% and 50%, while integrated companies operate between 54% and 80% [1]. - Other companies have operating rates ranging from 50% to 80% [1]. Group 4: Battery and Module Prices - The mainstream price for battery cells is 0.29-0.30 yuan/W, reflecting a week-on-week increase of 0.01 yuan/W [2]. - The mainstream price for modules remains stable at 0.66-0.68 yuan/W, unchanged from the previous week [2]. - In the short term, the increase in polysilicon prices is expected to raise silicon wafer production costs, while sustained overseas demand supports current silicon wafer prices [2].

Group 1 - The core point of the article is that Sunshine Energy (00757.HK) announced a procurement framework agreement with Jinzhou Youxin for the purchase of quartz crucibles [1] Group 2 - The agreement was established between Liaoning Boxin Technology (as the buyer, an indirect non-wholly owned subsidiary of the company) and Jinzhou Youxin (as the supplier) [1] - The procurement is set to take place on September 10, 2025 [1]

香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司（「聯交所」）對 本 公 佈 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 本公佈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。 Solargiga Energy Holdings Limited 陽光能源控股有限公司 （於開曼群島註冊成立的有限公司） （股份代號: 757） 持續關連交易 採購框架協議 採 購框架協議 董 事 會 謹 此 宣 佈，於 二 零 二 五 年 九 月 十 日（交 易 時 段 後），遼 寧 博 芯 科（作 為 買 方，本 公 司 的 間 接 非 全 資 附 屬 公 司）與 錦 州 佑 鑫（作 為 供 應 商）訂 立 採 購 框 架 協 議，期 限 自 二 零 二 五 年 九 月 十 日 起 至 二 零 二 七 年 十 二 月 三 十 一 日 止（包 括 首 尾 兩 日），據 此，遼 寧 博 芯 科 同 意 向 錦 州 佑 鑫 採 購 石 英 坩 堝。 上市規則的涵義 錦 州 佑 鑫 為 譚 鑫 先 生（董 事 會 主 席、本 公 司 首 ...

Group 1 - The photovoltaic sector in Hong Kong is experiencing a downturn, with companies like Xiexin Technology and New Special Energy dropping over 4%, and others like Sunshine Energy and Fuyao Glass declining over 3% [1][2] - According to a report from CICC, the photovoltaic industry has seen some relief in operational pressure after a rush for installations in the first half of the year and price stabilization in the third quarter, but debt pressure remains significant and supply-demand relationships have not improved noticeably [1] - The necessity for "anti-involution" remains, with efforts from various ministries, associations, and enterprises leading to clearer "anti-involution" plans in certain areas, despite ongoing challenges [1] Group 2 - September is identified as a critical time for the implementation of "anti-involution" policies, which aim to prevent sales below cost price, potentially helping the industry restore its beta to breakeven [1] - The cost curve and differences in products and markets are seen as sources of alpha that can assist companies in achieving profitability [1]

Group 1 - The core viewpoint of the article indicates that silicon wafer prices continue to rise, driven by strong demand and increasing raw material costs [2][3] - N-type G10L silicon wafer average transaction price is 1.28 yuan/piece, up 2.40% week-on-week; N-type G12R at 1.38 yuan/piece, up 0.73%; and N-type G12 at 1.60 yuan/piece, up 1.91% [2][4] - The overall operating rate in the industry has slightly increased, with leading companies operating at 52% and 50%, while integrated companies range from 54% to 80% [2] Group 2 - Downstream battery prices remain stable compared to last week, with mainstream battery prices at 0.28-0.29 yuan/W and component prices slightly increasing to 0.66-0.68 yuan/W, up 0.01 yuan/W week-on-week [3] - If raw material polysilicon prices continue to rise, the demand for 183 silicon wafers is expected to lead the market; however, domestic terminal component demand has not shown significant recovery [3] - The price fluctuations of various silicon wafers are based on weighted averages from 12 companies, which account for 92.77% of the domestic monocrystalline silicon wafer production in Q2 2025 [5]

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8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: 陽光能源控股有限公司 呈交日期: 2025年9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) | 00757 | 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 (-) | | | | | | | HKD | | | | 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 ...

Core Viewpoint - Sunshine Energy (00757.HK) reported a significant decline in revenue for the first half of 2025, primarily due to reduced shipments of photovoltaic modules and intense market competition leading to a continuous drop in prices [1] Financial Performance - The group's revenue for the first half of 2025 was approximately RMB 1.022 billion, representing a year-on-year decrease of about 39.6% [1] - The gross profit margin turned negative at -0.9% for the first half of 2025, compared to a gross profit margin of 1.3% in the same period of 2024 [1] - The company recorded a gross loss of approximately RMB 8.8 million in the first half of 2025, while it had a gross profit of approximately RMB 22 million in the same period of 2024 [1] Cost and Expense Management - The decline in gross profit was attributed to a decrease in the average selling price of photovoltaic modules and a reduction in production volume, which led to an increase in unit fixed costs [1] - Despite the adverse changes, some savings in direct operating costs due to stricter cost control mitigated the impact [1] Net Loss - The net loss attributable to shareholders for the first half of 2025 was approximately RMB 109 million, compared to a net loss of approximately RMB 101 million in the same period of 2024 [1] - The losses were primarily due to the gross loss and significant impairment of trade receivables and contract assets, although these were largely offset by reductions in administrative, sales expenses, and financing costs, as well as lower impairment of property, plant, and equipment [1]

Group 1 - The company, Sunshine Energy (00757), reported revenue of 1.022 billion RMB for the six months ending June 30, 2025, representing a year-on-year decrease of 39.62% [1] - The loss attributable to shareholders of the parent company was 109 million RMB, which is an increase of 7.88% compared to the previous year [1] - The basic loss per share was 3.28 cents [1]