Group 1 - The top three companies with the highest short positions as of September 19 are ZTE Corporation (00763) at 15.35%, COSCO Shipping Holdings (01919) at 14.10%, and CATL (03750) at 13.44% [1][2] - The companies with the largest absolute increase in short positions are China Education Holdings (00839) with an increase of 2.61%, Dongfang Electric (01072) with an increase of 2.06%, and Xiexin Technology (03800) also with an increase of 2.06% [1][2] - The companies with the largest absolute decrease in short positions are Hua Hong Semiconductor (01347) with a decrease of -2.52%, Chifeng Jilong Gold Mining (06693) with a decrease of -1.77%, and Laikai Pharmaceutical-B (02105) with a decrease of -1.72% [1][2] Group 2 - The latest short position data shows that ZTE Corporation maintained 116 million shares, COSCO Shipping Holdings had 406 million shares, and CATL had 20.95 million shares [2] - The companies with the largest increase in short positions include China Education Holdings, which rose from 3.73% to 6.33%, and Dongfang Electric, which rose from 7.34% to 9.40% [2] - The companies with the largest decrease in short positions include Hua Hong Semiconductor, which fell from 9.00% to 6.48%, and Chifeng Jilong Gold Mining, which fell from 3.30% to 1.53% [2][3]

重要提示 未出席董事職務 未出席董事姓名 未出席董事的原因說明 被委託人姓名 | 董事 | 張彥軍 | 因公外出 | 羅乾宜 | | --- | --- | --- | --- | | 董事 | 孫國君 | 因公外出 | 張少峰 | 無 六. 前瞻性陳述的風險聲明 本報告所涉及的未來計劃、發展戰略等前瞻性陳述，不構成公司對投資者的 實質性承諾，請投資者注意投資風險。 一. 本公司董事會、監事會及董事、監事、高級管理人員保證半年度報告 內容的真實性、準確性、完整性，不存在虛假記載、誤導性陳述或重 大遺漏，並承擔個別和連帶的法律責任。 二. 未出席董事情況 三. 本半年度報告未經審計。 四. 公司負責人羅乾宜、主管會計工作負責人呂雙及會計機構負責人（會 計主管人員）鄭興義聲明：保證半年度報告中財務報告的真實、準確、 完整。 五. 董事會決議通過的本報告期利潤分配預案或公積金轉增股本預案 七. 是否存在被控股股東及其他關聯方非經營性佔用資金情況 否 八. 是否存在違反規定決策程式對外提供擔保的情況 否 九. 是否存在半數以上董事無法保證公司所披露半年度報告的真實性、準 確性和完整性 否 十. 重大風險提示 無 十一 ...

Group 1 - Wind power stocks in Hong Kong rose against the market trend, with increases of over 7%, 5%, and nearly 5% among various companies [1] - Morgan Stanley upgraded the rating of the Chinese wind power industry, suggesting that the sector may experience a recovery following efforts to combat internal competition [2] - The report indicates that after a challenging period from 2022 to 2024, the Chinese wind power industry successfully reversed the trend of vicious competition through self-regulation [3] Group 2 - Morgan Stanley forecasts that during the "14th Five-Year Plan" period, the average annual new installed capacity will exceed 110 GW, potentially reaching around 120 GW between 2028 and 2030 [3] - The investment opportunities are particularly favorable for key component suppliers and submarine cable companies within the wind power value chain [2]

人民财讯9月26日电，港股风电概念震荡走高，截至发稿，瑞风新能源涨超6%，金风科技、东方电气、 中国高速传动、龙源电力等跟涨。 ...

Group 1 - The core viewpoint of the news highlights the continued rise of wind power stocks in the Hong Kong market, driven by positive electricity consumption data and supportive government policies for the energy sector [1] - On September 23, the National Energy Administration reported that electricity consumption in August exceeded 1 trillion kilowatt-hours for the second consecutive month, reaching 10154 billion kilowatt-hours, marking a 5.0% year-on-year increase [1] - The joint release of guidelines by four government departments emphasizes the need for high-quality development in the energy equipment industry, promoting self-sufficiency, high-end, intelligent, and green development [1] Group 2 - Specific stock performance includes: Ruifeng New Energy up nearly 7% to 0.800, China High-Speed Transmission up 6% to 1.750, Goldwind Technology up over 4% to 13.370, and Dongfang Electric up 4% to 16.350 [2] - Other notable increases include Longyuan Power up 2.5% to 7.930, Datang New Energy up nearly 2% to 2.670, and minor gains for Xintian Green Energy and Jingneng Clean Energy [2] - The market analysis suggests that the recent policy signals will inject strong momentum into the environmental and low-carbon development of the electricity industry, benefiting solar, wind, and other new energy equipment companies [1]

Group 1 - Wind power stocks in Hong Kong continue to rise, with notable increases in shares such as Ruifeng New Energy up nearly 7%, China High-Speed Transmission up 6%, and Goldwind Technology and Dongfang Electric both up over 4% [1] - The National Energy Administration reported that total electricity consumption in August surpassed 1 trillion kilowatt-hours, reaching 10154 billion kilowatt-hours, marking a 5.0% year-on-year increase [1] - This marks the first time in China that electricity consumption has exceeded 1 trillion kilowatt-hours for two consecutive months, and it is also a global first [1] Group 2 - A joint guideline was released by the National Energy Administration, Ministry of Industry and Information Technology, State-owned Assets Supervision and Administration Commission, and State Administration for Market Regulation, emphasizing the need for high-quality development in the energy equipment sector [1] - The guideline aims to promote the self-controllability, high-end, intelligent, and green development of the energy equipment industry chain, supporting the construction of a new energy system [1] - Market analysis suggests that this policy signal injects strong momentum into the environmental and low-carbon development of the electricity industry, benefiting new energy equipment companies such as solar and wind power [1]

港交所消息：9月22日， 摩根士丹利 持有的 东方电气 股份有限公司H股淡仓比例从2.28%降至1.61%。 ...

智通财经APP获悉，香港联交所最新资料显示，9月24日，东方电气(01072)股东将股票存入香港上海汇 丰银行，存仓市值10.78亿港元，占比20.00%。 东方电气发布公告称，配售事项已于2025年9月24完成。合共6800万股配售股份(相当于已发行H股总数 的约16.67%，及经配发及发行配售股份扩大后之已发行股份总数的约1.97%)已按每股配售股份15.92港 元的配售价成功配售予不少于6名承配人。 ...

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份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。 承董事會命 東方電氣股份有限公司 海外監管公告 關於股東權益變動的提示性公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。 茲載列東方電氣股份有限公司在上海證券交易所網站(www.sse.com.cn)刊 登之《東方電氣股份有限公司關於股東權益變動的提示性公告》，僅供參閱。 股票代码：600875 股票简称：东方电气 公告编号：2025-047 东方电气股份有限公司 馮 勇 聯席公司秘書 中國‧四川省‧成都 2025年9月24日 於 本 公 告 刊 發 日 期，本 公 司 董 事 如 下： 非 執 行 董 事： 羅 乾 宜（董 事 長）及 張 少 峰 董 事： 張彥軍及孫國君 獨 立 非 執 行 董 事： 黃 峰、曾 道 榮 及 陳 宇 关于股东权益变动的提示性公告 本公司董事会及全体董事保证本公告内容不存在任 ...

格隆汇9月24日丨东方电气(01072.HK)宣布，配售事项已于2025年9月24完成。合共6800万股配售股份 (相当于已发行H股总数的约16.67%，及经配发及发行配售股份扩大后之已发行股份总数的约1.97%)已 按每股配售股份15.92港元的配售价成功配售予不少于六名承配人。 配售事项所得款项总额及所得款项净额将分别约为10.8亿港元及10.7亿港元。公司拟将配售事项所得款 项净额用作一般营运资金，其中(i)约50%配售事项所得款项净额，或约5.37亿港元，用于研发注资；及 (ii)约50%配售事项所得款项净额，或约5.37亿港元，用于扩展公司销售渠道。追加内容 本文作者可以追加内容哦 ! ...