Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (00728) at 74.74%, Green Power Environmental (01330) at 69.84%, and China Shenhua (01088) at 68.35% [1][2] - Xiaomi Group-W (01810), BYD Electronic (00285), and FIT HON TENG LIMITED (06088) saw the largest increases in holding amounts over the last five trading days, with increases of +1.15 billion, +0.825 billion, and +0.755 billion respectively [2][3] - Kuaishou-W (01024), Yingfu Fund (02800), and Anta Sports (02020) experienced the largest decreases in holding amounts, with reductions of -2.931 billion, -2.610 billion, and -0.968 billion respectively [2][3] Hong Kong Stock Connect Holding Ratios - China Telecom (00728) holds 10.374 billion shares, representing 74.74% of its total [1] - Green Power Environmental (01330) holds 0.282 billion shares, representing 69.84% of its total [1] - China Shenhua (01088) holds 2.309 billion shares, representing 68.35% of its total [1] Recent Increases in Holdings - Xiaomi Group-W (01810) saw an increase of +1.15 billion in holding amount, with a change of +21.752 million shares [2] - BYD Electronic (00285) increased by +0.825 billion, with a change of +20.4615 million shares [2] - FIT HON TENG LIMITED (06088) increased by +0.755 billion, with a change of +126.476 million shares [2] Recent Decreases in Holdings - Kuaishou-W (01024) experienced a decrease of -2.931 billion, with a change of -39.1843 million shares [3] - Yingfu Fund (02800) decreased by -2.610 billion, with a change of -101.155 million shares [3] - Anta Sports (02020) saw a decrease of -0.968 billion, with a change of -10.5343 million shares [3]

Investment Rating - The report maintains an "Overweight" rating for the environmental protection industry [1] Core Insights - The expansion of the CCER (China Certified Emission Reduction) market is expected to benefit agricultural and forestry biomass, while the EU's Circular Economy Act emphasizes the importance of recycling resources [1][10] - The report highlights the potential for increased cash flow and profitability in the waste-to-energy sector as capital expenditures decline, similar to trends observed in the waste incineration industry [19][23] - The report suggests that the water services sector is approaching a cash flow inflection point, positioning it as the next growth area akin to waste incineration [23][24] Summary by Sections CCER Methodology and Market Expansion - The third batch of CCER methodologies focuses on agricultural biomass and methane reduction from oil and gas, indicating a growing supply and demand in the carbon market [8][10] - The average price of CCER has been reported at 89 RMB/ton, showing a premium over carbon allowances, reflecting tight supply conditions [10][12] EU Circular Economy Act - The EU is seeking public opinion on the Circular Economy Act, which aims to enhance the value of recycled materials and impose stricter regulations on waste management and recycling [15][16] - Key objectives include improving electronic waste collection and recycling rates, and extending producer responsibility for product lifecycle management [16][18] Waste-to-Energy Sector - The report notes a significant improvement in free cash flow for waste-to-energy companies as capital expenditures decrease, with projected dividend increases for major players [20][21] - The sector is expected to see a shift towards higher dividends and improved return on equity (ROE) as companies optimize operations and reduce costs [21][22] Water Services Sector - The water services market is anticipated to experience a cash flow boost as capital expenditures decline, with companies like Xingrong Environment and Yuehai Investment highlighted for their strong dividend potential [23][25] - The report emphasizes the importance of water pricing reforms in ensuring sustainable growth and returns for water service providers [24][25] Key Recommendations - The report recommends focusing on companies such as Guangda Environment, Xingrong Environment, and Green Power for their strong market positions and growth potential in the environmental sector [1][19][25]

Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (74.81%), Gree Power Environmental (69.75%), and China Shenhua (68.33%) [1] - Xiaomi Group-W, Alibaba-W, and Tencent Holdings saw the largest increases in holding amounts over the last five trading days, with increases of +32.27 billion, +16.94 billion, and +11.40 billion respectively [1] - Kuaishou-W, WuXi Biologics, and Innovent Biologics experienced the largest decreases in holding amounts, with reductions of -29.14 billion, -16.60 billion, and -7.44 billion respectively [2] Group 1: Hong Kong Stock Connect Holding Ratios - China Telecom (00728) has a holding ratio of 74.81% with 10.384 billion shares [1] - Gree Power Environmental (01330) has a holding ratio of 69.75% with 0.282 billion shares [1] - China Shenhua (01088) has a holding ratio of 68.33% with 2.308 billion shares [1] Group 2: Recent Increases in Holdings - Xiaomi Group-W (01810) increased by +32.27 billion with a change of +60.65 million shares [1] - Alibaba-W (09988) increased by +16.94 billion with a change of +13.91 million shares [1] - Tencent Holdings (00700) increased by +11.40 billion with a change of +1.93 million shares [1] Group 3: Recent Decreases in Holdings - Kuaishou-W (01024) decreased by -29.14 billion with a change of -38.75 million shares [2] - WuXi Biologics (02269) decreased by -16.60 billion with a change of -53.86 million shares [2] - Innovent Biologics (01801) decreased by -7.44 billion with a change of -7.75 million shares [2]

2、港股通最近5个交易日增持榜（前10名） 智通财经APP获悉，根据2025年8月13日披露数据，中国电信（00728）、绿色动力环保（01330）、中 国神华（01088）位居港股通持股比例前3位，分别为74.76%、69.80%、68.30%。此外，小米集团－Ｗ （01810）、阿里巴巴－W（09988）、再鼎医药（09688）在最近有统计数据的5个交易日内，持股额增 幅最大，分别为+28.40亿元、+10.35亿元、+6.66亿元;盈富基金（02800）、药明生物（02269）、恆生 中国企业（02828）在最近有统计数据的5个交易日内，持股额减幅最大，分别为-36.47亿元、-14.08亿 元、-10.72亿元。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新持股比例排行（前20名） | 公司名称 | 持股数量 | 最新持股比例 | | --- | --- | --- | | 中国电信(00728) | 103.76亿股 | 74.76% | | 绿色动力环保(01330) | 2.82亿股 | 69.80% | | 中国神华(01088) | 23.07亿股 | 68.30% | | ...

Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (00728) at 74.68%, Green Power Environmental (01330) at 69.79%, and China Shenhua (01088) at 68.32% [1] - Alibaba-W (09988), Tencent Holdings (00700), and Xiaomi Group-W (01810) saw the largest increases in holding amounts over the last five trading days, with increases of +2.075 billion, +2.020 billion, and +1.967 billion respectively [1] - The largest decreases in holding amounts were observed in the Yingfu Fund (02800) at -3.743 billion, Hang Seng China Enterprises (02828) at -1.127 billion, and WuXi Biologics (02269) at -0.960 billion [2] Group 1: Hong Kong Stock Connect Holding Ratios - China Telecom (00728) has a holding of 10.366 billion shares, representing 74.68% [1] - Green Power Environmental (01330) has a holding of 0.282 billion shares, representing 69.79% [1] - China Shenhua (01088) has a holding of 2.308 billion shares, representing 68.32% [1] Group 2: Recent Increases in Holdings - Alibaba-W (09988) increased by +2.075 billion, with a change of +17.799 million shares [1] - Tencent Holdings (00700) increased by +2.020 billion, with a change of +3.6108 million shares [1] - Xiaomi Group-W (01810) increased by +1.967 billion, with a change of +38.0438 million shares [1] Group 3: Recent Decreases in Holdings - Yingfu Fund (02800) decreased by -3.743 billion, with a change of -14.68875 million shares [2] - Hang Seng China Enterprises (02828) decreased by -1.127 billion, with a change of -1.2347 million shares [2] - WuXi Biologics (02269) decreased by -0.960 billion, with a change of -3.24775 million shares [2]

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 全部或任何部分內容而產生或因依賴該等內容而引致的任何損失承擔任何責 任。 綠色動力環保集團股份有限公司 Dynagreen Environmental Protection Group Co., Ltd.* （於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司） （股 份 代 號：1330） 公 告 建議修訂公司章程並取消監事會 本公告由綠色動力環保集團股份有限公司（以 下 簡 稱「公 司」）根據香港聯合交 易所有限公司證券上市規則第13.51(1)條 作 出。 為 滿 足 合 規 要 求，確 保 公 司 治 理 規 範，公 司 董 事（「董 事」）會（「董事會」）決議建議 根據新修訂的《上 市 公 司 章 程 指 引》、公 司 股 票 上 市 地 的 上 市 規 則 以 及 可 轉 債 轉 股情況修訂公司的章程（「公司章程」）及取消公司監事會（「監事會」）。 註冊資本變更相關情況 經中國證券監督 ...

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 全部或任何部分內容而產生或因依賴該等內容而引致的任何損失承擔任何責 任。 綠色動力環保集團股份有限公司 Dynagreen Environmental Protection Group Co., Ltd.* （於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司） （股 份 代 號：1330） 海外監管公告 本公告乃由綠色動力環保集團股份有限公司（「本公司」）根據香港聯合交易所 有限公司證券上市規則第13.10B條 作 出。 以下為本公司於上海證券交易所網站刊發之《第 五 屆 董 事 會 第 十 三 次 會 議 決 議 公 告》，僅 供 參 閱。 承董事會命 綠色動力環保集團股份有限公司 代理董事長 於 本 公 告 日 期，執 行 董 事 為 成 蘇 寧 先 生 及 胡 聲 泳 先 生；非 執 行 董 事 為 趙 志 雄 先 生、胡 天 河 先 生、燕 春 旭 先 生 及 胡 勇 先 生；及 獨 立 ...

（文章来源：证券日报） 证券日报网讯 8月12日晚间，绿色动力发布公告称，公司第五届董事会第十三次会议审议通过了《关于 修订及的议案》《关于制订的议案》。 ...

Group 1 - The core point of the article is that Green Power (SH 601330) announced the convening of its 13th meeting of the 5th Board of Directors on August 12, 2025, to review various proposals, including amendments to documents [2] - For the fiscal year 2024, Green Power's revenue composition is entirely from environmental services, accounting for 100.0% of its total revenue [2]

证券代码：601330 证券简称：绿色动力 公告编号：临 2025-041 表决情况：9票同意，0票弃权，0票反对。 修订《公司章程》《股东会议事规则》及《董事会议事规则》还需公司股东 大会审议。 二、审议通过《关于制订 <非金融企业债务融资工具信息披露事务管理制度> 的议案》，为配合公司申请注册并发行中期票据，同意公司编制的《非金融企业 债务融资工具信息披露事务管理制度》。 绿色动力环保集团股份有限公司（以下简称"公司"或"集团"）第五届董 事会第十三次会议于 2025 年 8 月 12 日在公司会议室以现场会议结合通讯方式召 开,会议通知已于 2025 年 8 月 7 日以电子邮件送达各位董事。会议应出席董事 9 名，实际出席董事 9 名。本次会议由公司代理董事长成苏宁先生主持，公司监事 与部分高级管理人员列席本次会议。本次会议的召开符合《中华人民共和国公司 法》等法律、法规、规范性文件以及《绿色动力环保集团股份有限公司章程》的 有关规定。经与会董事充分审议并经过有效表决，本次会议审议通过了以下议案： 一、审议通过《关于修订 <公司章程> <股东会议事规则> 及 <董事会议事规则> 的议案》，同意公司根据 ...