中环新能源 分时图 日K线 周K线 月K线 8.40 -0.10 -1.18% 2.35% 1.53% 0.82% 0.00% 0.82% 1.53% 2.35% 8.30 8.37 8.43 8.50 8.57 8.63 8.70 09:30 10:30 12:00/13:00 14:00 16:10 0 14万 27万 41万 作为"一带一路"倡议参与国，摩洛哥光伏建设进程引人瞩目。中环新能源(01735.HK)坚持创新引领、开 放合作，精准对接国际客户需求，以实际行动响应"一带一路"倡议。此次组件出海不仅扩展公司国际化 战略布局版图，更彰显中国智造深度参与全球绿色转型的实力。未来，公司将坚定不移培育新质生产 力，持续推动光伏新能源技术及绿色解决方案的创新与应用，凭借过硬产品质量、完备解决方案、优质 售后服务，为助力全球探索低碳转型之路奉献更大力量。 近日，中环新能源控股集团(01735)旗下中环低碳新能源(安徽)集团有限公司成功签约国轩高科 （002074）摩洛哥20GWh动力电池工厂项目，项目建设所需的首批7.63MW中环"环曦"系列组件现已顺 利发货。这标志着公司首次进入北非摩洛哥市场，海外开拓取得 ...

中環新能源控股集團有限公司（「本公司」，及其附屬公司統稱「本集團」）董事（「董 事」）會（「董事會」）宣佈將於二零二五年八月二十九日（ 星期五 ）舉行董事會會議， 藉 以 考 慮 及 批 准 本 集 團 截 至 二 零 二 五 年 六 月 三 十 日 止 六 個 月 的 中 期 業 績 及 其 發 佈，及派發中期股息（ 如有 ），以及處理其他事項。 承董事會命 中環新能源控股集團有限公司 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。 CENTRAL NEW ENERGY HOLDING GROUP LIMITED 中 環 新 能 源 控 股 集 團 有 限 公 司 （於開曼群島註冊成立的有限公司） （股份代號：1735） 董事會會議召開日期 主席、行政總裁兼執行董事 余竹雲 香港，二零二五年八月十八日 於本公告日期，執行董事為余竹雲先生（ 主席兼行政總裁 ）及李夢琳先生；非執行 董事 ...

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7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: 中環新能源控股集團有限公司 呈交日期: 2025年8月1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) | 01735 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 80,000,000,000 | HKD | | 0.000625 HKD | | 50,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | | | 本月底結存 | | | 80,000,000,000 | HKD | | 0.000625 HKD | | 50,000,000 | 本月底法定/註冊股本總額： ...

Core Insights - The data indicates significant trading volume increases for various companies, suggesting heightened investor interest and potential market movements [1][2][3][4][5] Group 1: Companies with Notable Volume Increases - 阳光能源 (00757) reported a volume ratio of 2.35, indicating strong trading activity [2] - 长城汽车 (02333) had a volume ratio of 2.21, reflecting increased investor engagement [2] - 郑煤机 (00564) showed a volume ratio of 1.92, suggesting a notable rise in trading [2] Group 2: Additional Companies with Increased Trading Activity - 万国数据-SW (09698) recorded a volume ratio of 1.83, indicating significant market interest [2] - 映恩生物-B (09606) had a volume ratio of 1.78, reflecting heightened trading activity [2] - 超盈国际控股 (02111) reported a volume ratio of 1.71, suggesting increased investor focus [2] Group 3: Companies with Moderate Volume Ratios - 中国能源建设 (03996) had a volume ratio of 1.70, indicating a solid level of trading activity [2] - 亚信科技 (01675) reported a volume ratio of 1.60, reflecting moderate investor interest [2] - 金宝通 (00320) showed a volume ratio of 1.53, suggesting a rise in trading volume [2] Group 4: Companies with Lower Volume Ratios - 中国水务 (00855) had a volume ratio of 1.52, indicating stable trading activity [2] - 广汽集团 (02238) reported a volume ratio of 1.52, reflecting consistent investor engagement [2] - 凯莱英 (06821) showed a volume ratio of 1.52, suggesting steady trading interest [2]

Core Viewpoint - The strategic partnership between China National Renewable Energy Holdings Group and Honeywell UOP aims to establish a complete industrial chain from green electricity and hydrogen to green fuel, contributing to the high-quality development of China's sustainable aviation fuel industry [6]. Group 1: Company Overview - China National Renewable Energy Holdings Group is a comprehensive group company listed on the Hong Kong Stock Exchange, focusing on photovoltaic new energy and advanced manufacturing, with strategic goals in battery manufacturing, green energy system integration, and low-carbon smart park development [5]. - Honeywell UOP is a leading global energy and chemical technology company with over a century of history, specializing in sustainable aviation fuel (SAF) technologies, including methanol-to-jet (MTJ) technology, which has a carbon reduction rate exceeding 80% [5]. Group 2: Strategic Partnership Details - The partnership will leverage each company's core strengths to develop a complete industrial chain for sustainable aviation fuel, with plans to expand existing green hydrogen and methanol projects into the SAF production field [6]. - The first collaborative project is expected to be launched in the vicinity of Hefei City by 2027, accelerating the implementation of sustainable aviation fuel [6]. - This collaboration represents a strategic advancement for China National Renewable Energy in the green energy sector, aligning with global carbon neutrality goals and contributing to the sustainable future of the aviation industry [6].

Group 1 - The company, Zhonghuan New Energy, has entered into a sale agreement with Charming Brand Development Limited to sell its entire issued share capital of Central Property Group Ltd for HKD 115 million [1] - Central Property Group Ltd is a wholly-owned subsidiary of the company, primarily engaged in property development and investment, with key assets including a hotel, a bungalow, and apartments located in Zhejiang Province, China, totaling approximately 24,100 square meters [1] - The company aims to realize the value of its assets and reduce financial burdens by selling the properties, as the fair value of the investment properties has decreased from approximately HKD 222 million to HKD 206 million due to adverse market conditions [2] Group 2 - The construction industry is facing challenges such as market overcapacity, unclear regulatory environments, and geopolitical tensions, which have negatively impacted the sector [2] - The board of directors believes that the sale represents an opportunity to reallocate resources and focus on the company's future development in the new energy and EPC (Engineering, Procurement, and Construction) sectors [2]

Core Viewpoint - The strategic partnership between Zhonghuan New Energy and Rongjie Group aims to enhance competitiveness in the rapidly evolving photovoltaic industry, reflecting a unique development path and prompting deeper industry reflections on the future of solar energy [1][4]. Company Overview - Zhonghuan New Energy, under the leadership of Chairman Yu Zhuyun, focuses on advanced photovoltaic cell manufacturing, efficient module production, photovoltaic power station construction, and integrated energy services, while also expanding into industrial internet and supply chain sectors [2]. - The company has planned four production bases in Huainan and Fengtai, targeting over 60 GW of N-type TOPCon battery capacity and 12 GW of module capacity, with an investment of 1.35 billion yuan in a low-carbon industrial demonstration park [2]. Strategic Collaborations - Since 2022, Zhonghuan New Energy has formed strategic partnerships with major state-owned enterprises and industry leaders, launching significant photovoltaic and low-carbon projects [3]. - The company has also signed agreements for green energy investments in the Middle East and is advancing research collaborations in battery technology and perovskite materials with universities [3]. Industry Positioning - Zhonghuan New Energy's core advantages lie in its comprehensive service platform and cutting-edge technology, as well as its "multi-energy complementarity and smart interconnection" ecosystem, which supports global low-carbon solutions [3]. - The collaboration with Rongjie Group is expected to create synergies in hydrogen energy development and integrated energy solutions, potentially leading to greater resource integration and innovation [4]. Future Outlook - Zhonghuan New Energy is committed to green development and aims to enhance its global competitiveness, setting a new benchmark for the transformation and upgrading of China's photovoltaic industry [5].

Core Viewpoint - The announcement highlights a strategic cooperation framework agreement between Zhonghuan New Energy and Guangzhou Rongjie Energy Technology, aimed at promoting carbon peak actions and green low-carbon development [1] Group 1: Strategic Cooperation - The agreement was signed on May 7, 2025, between Zhonghuan Low Carbon New Energy (Anhui) Group and Guangzhou Rongjie Energy Technology [1] - Both parties will leverage their strengths: Zhonghuan Low Carbon in high-efficiency N-type Top Con photovoltaic cell products and photovoltaic power station construction, while Guangzhou Rongjie will contribute advanced technology in energy storage and cell manufacturing [1] Group 2: Industry Development - The collaboration aims to jointly advance investment in domestic new energy industry projects and establish a "source, network, load, storage" zero-carbon industrial park [1] - There will also be in-depth cooperation in overseas market sales and industrial investment [1]

Renewable Energy Focus - The company achieved full production capacity with 3GW of photovoltaic (PV) modules and 6GW of PV cell products, indicating strong growth in sales of N-type cells and PV modules[9]. - The company plans to complete the construction of 7.5GW of PV cells and 3.5GW of modules by the end of 2026, reflecting a strategic focus on renewable energy[11]. - The company is reallocating resources to prioritize renewable energy projects, which includes a phased reduction of its green building operations over the next 5 to 10 years[11]. - The company aims to enhance its capabilities in renewable energy technology through capital and R&D reallocation, establishing new energy solutions as core growth drivers[11]. - The company is committed to sustainable development by implementing photovoltaic power generation systems and energy storage technologies[12]. - The company reported a strategic retreat from the construction industry due to market oversupply and geopolitical tensions, allowing for a focus on renewable energy[8]. - The company plans to continue seeking new green energy opportunities in Fengtai County and Tongcheng City, focusing on the development of high-efficiency N-type photovoltaic batteries and advanced photovoltaic component supply[18]. - The company has established strategic cooperation framework agreements for the development and investment in new energy and photovoltaic power station projects in Anhui Province[20]. Financial Performance - The company recorded total revenue of approximately HKD 6,032.0 million for the reporting year, an increase of about 49.8% compared to HKD 4,028.3 million in the previous year[21]. - The revenue from the New Energy and EPC segment was approximately HKD 4,127.5 million, accounting for about 68.4% of total revenue, up from 52.6% in the previous year[22]. - The Green Building and Construction-related segment's revenue decreased to approximately HKD 908.4 million, representing about 15.1% of total revenue, down from 33.5% in the previous year[14]. - The Smart Energy Management Services segment saw revenue increase to approximately HKD 65.9 million, up from HKD 16.0 million, accounting for about 1.1% of total revenue[15]. - The Health and Medical segment's revenue increased to approximately HKD 925.3 million, representing about 15.3% of total revenue, compared to 10.2% in the previous year[16]. - The company reported a net profit of approximately HKD 54.1 million, a decrease from HKD 71.3 million in the previous year, primarily due to lower gross margins from N-type batteries and photovoltaic components[27]. - The company recorded other income and gains of approximately HKD 182.7 million, an increase of about 871.2% from HKD 18.8 million in the previous year, mainly due to increased government subsidies[24]. - The company’s shareholders' share of total comprehensive income was HKD 90,031 thousand, an increase of 66.3% from HKD 54,125 thousand in the previous year[199]. Governance and Compliance - The company emphasizes the importance of employee welfare and aims to provide a safe and harmonious working environment[9]. - The company will disclose an Environmental, Social, and Governance (ESG) report in accordance with the Hong Kong Stock Exchange framework, showcasing its efforts in these areas[10]. - The company has independent non-executive directors with extensive experience in finance and law, enhancing governance and oversight[50][52][54]. - The company has a diverse board with members holding advanced degrees in finance, law, and economics, contributing to strategic decision-making[55]. - The company has maintained high standards of corporate governance, ensuring accountability and protection of shareholder interests[128]. - The company has complied with all applicable code provisions of the corporate governance code during the reporting year, except for a specific deviation regarding the roles of the chairman and CEO[129]. - The board has established three committees: Audit Committee, Nomination Committee, and Remuneration Committee to oversee specific aspects of the company's affairs[137]. - The company has established a whistleblowing policy to provide a confidential reporting channel for employees and external parties to report actual or suspected illegal activities and misconduct[169]. - The audit committee is responsible for overseeing and monitoring the whistleblowing policy and mechanisms, making decisions on further actions if necessary[170]. Market Risks and Challenges - The group is facing potential impacts from overcapacity in the PV renewable energy industry, with production exceeding 1,000 GW while global annual demand is only expected to reach 400 to 500 GW, leading to a significant risk of price collapse and reduced profitability[76]. - Component prices have dropped by 50% from 2022 to 2023, compressing profit margins and forcing smaller companies to exit the market[76]. - The group may be affected by changes in government subsidy policies, particularly the gradual removal of fixed feed-in tariffs, which introduces price volatility risks for PV projects[79]. - Delays in subsidy payments and policy adjustments have weakened investor confidence, with the Beijing distributed PV subsidy policy set to expire before 2025, adding uncertainty to new projects[79]. - The Chinese government is prioritizing subsidies for advanced technologies like perovskite batteries and integrated projects, putting traditional models at a competitive disadvantage[80]. - The group faces potential cost overruns or losses if project costs are not accurately estimated or if there are delays in project completion[69]. - The property development business is contingent on the growth of the real estate market in China, which may fluctuate due to government macroeconomic measures[71]. - The group’s operations must adhere to various government regulations and policies, particularly those affecting the real estate sector in China[72]. Employee and Management Information - As of December 31, 2024, the company had 1,118 employees, a decrease from 1,469 in the previous reporting year, with total employee costs amounting to approximately HKD 184.5 million compared to HKD 42.3 million in the prior year[39]. - The total employee compensation policy will be regularly reviewed, with potential salary increases and discretionary bonuses based on performance and market conditions[39]. - The remuneration of directors and the five highest-paid individuals is determined by the company's remuneration committee based on qualifications, experience, competitiveness, and current market conditions[121]. - The company has adopted a stock option plan as a reward for eligible employees, with details outlined in the stock option plan section[122]. - The company secretary completed no less than 15 hours of relevant professional training during the reporting year[161]. Audit and Financial Reporting - The independent auditor's report confirms that the consolidated financial statements fairly reflect the group's financial position as of December 31, 2024[182]. - The audit was conducted in accordance with Hong Kong auditing standards, ensuring the independence of the auditors and adherence to professional ethical responsibilities[183]. - Key audit matters were identified as significant issues during the audit of the consolidated financial statements, which were addressed in forming the audit opinion[184]. - The company is responsible for preparing consolidated financial statements that are true and fair according to the Hong Kong Financial Reporting Standards[189]. - The auditor's goal is to obtain reasonable assurance that the consolidated financial statements are free from material misstatement due to fraud or error[191]. - The overall presentation, structure, and content of the consolidated financial statements, including disclosures, are evaluated for fairness[197].

Core Viewpoint - The company, Zhonghuan New Energy, has reported impressive financial results for 2024, with revenues of approximately HKD 60.32 billion, a year-on-year increase of 49.74%, driven by strong sales of N-type batteries and photovoltaic modules [1] Financial Performance - Revenue for 2024 reached approximately HKD 60.32 billion, reflecting a year-on-year growth of 49.74% [1] - Profit attributable to shareholders was approximately HKD 1.06 billion, marking a year-on-year increase of 60.42% [1] - The increase in revenue was primarily due to strong growth in sales of N-type batteries and photovoltaic modules, with the new energy and EPC segment contributing approximately HKD 41.275 billion, up from approximately HKD 21.2 billion in the previous reporting period [1] Strategic Partnerships and Investments - The company has attracted significant interest from global asset management giant BlackRock, which has acquired a 0.46% stake, indicating confidence in China's economic growth potential, particularly in the new energy sector [1] - BlackRock's investment strategy includes a focus on companies within the same sector as Zhonghuan, such as BYD and CATL [1] Technological Advancements - Zhonghuan New Energy is committed to technological innovation, aiming to become a leading manufacturer of next-generation batteries and a green energy system integrator [2] - The company has established four production bases and aims to achieve over 60 GW of N-type TOPCon battery capacity in the next five years, with current conversion efficiency exceeding 26.72% [2] - The CHGMN series components have successfully passed rigorous IEC tests, demonstrating reliability and stability in extreme conditions [2] Industry Positioning and Market Strategy - Zhonghuan New Energy has maintained a strong market position by refusing to engage in price wars, instead focusing on product quality and efficiency [3][4] - The company has been recognized for its reasonable pricing strategy in industry tenders, supporting sustainable development within the sector [3] - The company is actively involved in the development of zero-carbon solutions and has established several zero-carbon smart industrial parks across various regions [5][6] Global Expansion and Collaboration - Zhonghuan New Energy is expanding its global footprint by collaborating with international partners and participating in global climate initiatives [6][9] - The company has established strategic partnerships with major state-owned enterprises and industry leaders to launch significant photovoltaic and zero-carbon projects [9] - The company is also focusing on research and development in collaboration with top universities and institutions to drive innovation in the energy sector [7][8] Future Outlook - The company is positioned to leverage its technological innovations and strategic partnerships to navigate the evolving landscape of the new energy industry, emphasizing a shift from manufacturing scale to a composite capability of technological innovation and carbon asset management [10]