9月19日，中环新能源(1735.HK)公告称与蚂蚁集团达成战略合作，共同布局新能源资产通证化 (RWA)、智能运营及碳资产服务，打通"实业运营－碳资产管理"，全链条迎价值重估，打造融合绿色能 源实体、数字化技术、全球金融资本的闭环生态系统。 （责任编辑：刘畅 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 通过蚂蚁链技术，中环新能源的光伏电站、零碳园区等绿色实体资产将转化为通证化数字资产，提 升流动性、降低融资成本，并吸引全球ESG资金。此外，公司还参与蚂蚁海外新能源产业基金，协同遴 选全球绿色能源资产，从合作方升级为资本与产业协同方，提升生态话语权。同时，蚂蚁能源AI将赋 能发电预测、虚拟电厂调度与运维优化，显著提升运营效率与盈利能力。 在碳资产领域，双方将构建科技赋能的"AI核算－智能交易－金融化"闭环，推动绿证、碳减排量成 为可交易、可融资的数字资产，开辟除电费外的第二收入曲线。 ...

智通财经APP在《中环新能源(01735)携手蚂蚁布局RWA打通"实业运营-碳资产管理"全链条迎价值重 估》中指出，根据蚂蚁集团研究院《真实世界通证经济2025》报告显示，2025年全球RWA市场中，新 能源资产通证化规模较2024年增长120%，占比达到35%，成为非金融资产中通证化程度最高的领域。 中环新能源凭借其行业领先的低负债水平和稳健的财务基础，为资产通证化提供了有力支撑。中环新能 源的光伏电站、零碳园区、综合能源站等绿色实体资产，成为蚂蚁链上通证化的核心底层资产之一。 这场合作是中环新能源面向未来的核心能力建设，旨在打造融合绿色能源实体、数字化技术、全球金融 资本的闭环生态系统。公司的角色将从重资产的"建造者"和"运营商"，升级为轻资产的"管理者"和"价值 整合者"，在新能源行业的下半场竞争中占据更有利的战略位置。 中环新能源(01735)高开逾15%，截至发稿，涨15%，报11.04港元，成交额1534.56万港元。 消息面上，中环新能源发布公告，于2025年9月19日，蚂蚁区块链科技(上海)有限公司(蚂蚁区块链)与公 司订立战略合作框架协议，据此，该协议各订约方拟于新能源数字资产及新能源人工智 ...

智通财经APP在《中环新能源(01735)携手蚂蚁布局RWA 打通"实业运营-碳资产管理"全链条迎价值重 估》中指出，根据蚂蚁集团研究院《真实世界通证经济2025》报告显示，2025年全球RWA市场中，新 能源资产通证化规模较2024年增长120%，占比达到35%，成为非金融资产中通证化程度最高的领域。 中环新能源凭借其行业领先的低负债水平和稳健的财务基础，为资产通证化提供了有力支撑。中环新能 源的光伏电站、零碳园区、综合能源站等绿色实体资产，成为蚂蚁链上通证化的核心底层资产之一。 这场合作是中环新能源面向未来的核心能力建设，旨在打造融合绿色能源实体、数字化技术、全球金融 资本的闭环生态系统。公司的角色将从重资产的"建造者"和"运营商"，升级为轻资产的"管理者"和"价值 整合者"，在新能源行业的下半场竞争中占据更有利的战略位置。 智通财经APP获悉，中环新能源(01735)高开逾15%，截至发稿，涨15%，报11.04港元，成交额1534.56 万港元。 消息面上，中环新能源发布公告，于2025年9月19日，蚂蚁区块链科技(上海)有限公司(蚂蚁区块链)与公 司订立战略合作框架协议，据此，该协议各订约方拟于新能 ...

Major Events - Zijin Mining International (02259) is conducting an IPO from September 19 to September 24, with expected listing on September 29 [1] - Xipuni (02583) is also conducting an IPO from September 19 to September 24, with expected listing on September 29 [1] - China National Nuclear Corporation (01735) plans to establish a strategic partnership with Ant Blockchain in the fields of new energy digital assets and AI ecology [1] - Huajian Medical (01931) has officially completed the world's first RWA building - ETHK building, marking a new era of physical and scalable technology for ETHK's financial ecosystem [1] - Hong Kong Broadband (01310) received a placement of 47.925 million existing shares from its controlling shareholder, China Mobile Hong Kong [1] - Jieli Trading Treasure (08017) launched DeepTrade AI Agent, an intelligent trading system [1] - Fuhong Hanlin (02696) received approval from the European Commission for HLX14 (dazhu single antibody) for specific osteoporosis treatment indications [1] - Changying Group (Holdings) (00689) underwent a major shareholder change, with VCYBER acquiring 13.92% of the company's shares [1] - Zhaojin Mining Industry (01818) plans to invest $30 million to subscribe for cornerstone shares of Zijin International [1] - Boya Interactive (00434) established a strategic partnership with New Fire Technology to jointly explore Web3 ecological development opportunities [1] - Yangtze Optical Fibre and Cable (06869) experienced abnormal trading fluctuations in A-shares, with no significant impact on financial data from the hollow fiber-related business [1] - Baiguoyuan Group (02411) plans to issue a total of 279.5 million placement shares, aiming to raise approximately HKD 325 million [1] - Youbao Online (02429) plans to issue up to 157.5 million placement shares at a discount of approximately 16.95% [1] Operating Performance - SF Holding (06936) reported a total revenue of CNY 24.787 billion from its express logistics, supply chain, and international businesses in August, representing a year-on-year growth of 7.86% [2]

Group 1 - Southbound funds reduced their holdings in China National Nuclear Power Co., Ltd. by 418,000 shares on September 19, 2025, representing a decrease of 0.64% [1][2] - Over the past five trading days, there were three days of net increases in holdings by southbound funds, totaling a net increase of 1,395,000 shares [1][2] - In the last 20 trading days, there were 15 days of net increases, with a cumulative net increase of 15,258,000 shares [1][2] Group 2 - As of now, southbound funds hold 64,673,000 shares of China National Nuclear Power Co., Ltd., accounting for 1.52% of the company's total issued ordinary shares [1][2] - The company operates through five business segments, including renewable energy and engineering, green building, health and medical, food supply chain, and smart energy management services [2]

这场合作是中环新能源面向未来的核心能力建设，旨在打造融合绿色能源实体、数字化技术、全球金融 资本的闭环生态系统。公司的角色将从重资产的"建造者"和"运营商"，升级为轻资产的"管理者"和"价 值整合者"，在新能源行业的下半场竞争中占据更有利的战略位置。 （文章来源：证券日报） 凭借其行业领先的低负债水平和稳健的财务基础，中环新能源为资产通证化提供了有力支撑。中环新能 源的光伏电站、零碳园区、综合能源站等绿色实体资产，成为蚂蚁链上通证化的核心底层资产之一。这 意味着中环不再仅仅是"卖电"的传统能源企业，而是升级为数字化绿色资产的提供者与管理方，与蚂蚁 集团共同构建"绿色实体资产-链上通证-全球资本"的闭环。 本报讯 9月19日，中环新能源控股集团有限公司（以下简称"中环新能源"）宣布与蚂蚁集团达成战略合 作，双方将围绕新能源资产通证化、智能运营及绿证碳资产服务三大领域展开深度协作。这一合作标志 着中环新能源正从传统的"重资产运营"模式，向"数字资产管理者"的战略转型迈进。 据了解，中环新能源作为光伏电站、零碳园区、综合能源站等多元新能源资产的重要运营商，已具备全 球零碳产业园的绿色实体运营经验。其与蚂蚁集团的合作 ...

Company News - SF Holding (06936.HK) reported a total revenue of 24.787 billion yuan from its express logistics business in August, representing a year-on-year growth of 7.86% [2] - Guohao Group (00053.HK) announced its annual results for the year ending June 30, 2025, with revenue of 24.4 billion HKD, a year-on-year increase of 9%, and a net profit of 4.03 billion HKD, up 13% year-on-year [2] - Jieli Trading Treasure (08017.HK) launched the Deep Trade AI Agent, an intelligent trading system [2] - Innovent Biologics (01801.HK) received approval from the National Medical Products Administration for Masitinib to be used for blood sugar control in adult patients with type 2 diabetes [2] - Datang New Energy Group (00559.HK) issued a profit warning, expecting an annual net profit of 30 to 35 million HKD [2] - Zhonghuan New Energy (01735.HK) plans to collaborate with Ant Blockchain Technology (Shanghai) in the fields of new energy digital assets and new energy artificial intelligence ecosystem [2] - Fuhong Hanlin (02696.HK) received approval from the European Commission for the HLX14 product for the treatment of osteoporosis in specific populations [2] - Zhaoyan New Drug (06127.HK) subscribed to a financial product from Industrial and Commercial Bank of China worth 40 million yuan [2] Buyback Activities - Tencent Holdings (00700.HK) repurchased 857,000 shares at a cost of 551 million HKD, with repurchase prices ranging from 638.5 to 647 HKD [2] - HSBC Holdings (00005.HK) spent approximately 160 million HKD to buy back about 1.49 million shares, with repurchase prices between 106.9 and 107.6 HKD [3] - Shango Holdings (00412.HK) repurchased 3.7 million shares at a cost of approximately 22.623 million HKD, with repurchase prices ranging from 6.08 to 6.2 HKD [3]

Core Viewpoint - Zhonghuan New Energy (01735) has announced a strategic partnership with Ant Group to jointly develop new energy asset tokenization, intelligent operations, and carbon asset services, aiming to create a closed-loop ecosystem that integrates green energy entities, digital technology, and global financial capital [1] Group 1: Strategic Cooperation - The partnership will leverage Ant Chain technology to convert Zhonghuan's photovoltaic power plants and zero-carbon parks into tokenized digital assets, enhancing liquidity and reducing financing costs [1] - The collaboration aims to attract global ESG funds and involves participation in Ant's overseas new energy industry fund to select global green energy assets [1] Group 2: Operational Efficiency - Ant Energy AI will empower power generation forecasting, virtual power plant scheduling, and operational optimization, significantly improving operational efficiency and profitability [1] Group 3: Carbon Asset Development - In the carbon asset sector, the two companies will establish a technology-enabled closed loop of "AI accounting - intelligent trading - financialization," facilitating the trading and financing of green certificates and carbon reduction credits, thus creating a second revenue stream beyond electricity sales [1]

Core Viewpoint - Zhonghuan New Energy (01735) has announced a strategic partnership with Ant Group to jointly develop new energy asset tokenization, smart operations, and carbon asset services, creating a closed-loop ecosystem that integrates green energy entities, digital technology, and global financial capital [1] Group 1: Strategic Cooperation - The partnership aims to connect "industrial operations - carbon asset management," leading to a comprehensive value reassessment [1] - Through Ant Chain technology, Zhonghuan New Energy's photovoltaic power stations and zero-carbon parks will be transformed into tokenized digital assets, enhancing liquidity and reducing financing costs [1] - The collaboration will attract global ESG funds and involve participation in Ant's overseas new energy industry fund to select global green energy assets [1] Group 2: Operational Efficiency - Ant Energy AI will empower power generation forecasting, virtual power plant scheduling, and operational optimization, significantly improving operational efficiency and profitability [1] Group 3: Carbon Asset Development - In the carbon asset sector, the two companies will establish a technology-enabled closed loop of "AI accounting - smart trading - financialization," facilitating the trading and financing of green certificates and carbon reduction credits [1] - This initiative aims to create a second revenue stream beyond electricity sales [1]

更进一步来看，中环新能源还直接参与投资由蚂蚁发起或支持的海外新能源产业基金，协同遴选全 球绿色能源资产。这表明中环新能源已从单纯的合作方，转变为蚂蚁全球通证化战略中的资本与产业协 同方，具备更强的生态话语权。 这意味着中环不再仅仅是"卖电"的传统能源企业，而是升级为数字化绿色资产的提供者与管理方， 与蚂蚁共同构建"绿色实体资产-链上通证-全球资本"的闭环。 运营提效：从"人工经验"到"AI智能体"的精准决策 智通财经APP获悉，当全球通证经济(RWA)浪潮从虚拟资产转向实体经济，中国新能源产业正在迎 来一场前所未有的价值重估。实体经济是RWA的价值根基。通过将绿色实体资产如新能源电站、基础 设施等数字化，RWA有效打通传统资产与全球资本的连接，提升资产流动性、降低交易成本、增强信 任机制，最终实现资源高效配置与实体经济的真实价值释放。 9月19日，中环新能源(01735)宣布与蚂蚁集团达成战略合作，双方将围绕新能源资产通证化、智能 运营及绿证碳资产服务三大领域展开深度协作。这一合作标志着中环新能源正从传统的"重资产运营"模 式，向"数字资产管理者"的战略转型迈进。 中环新能源作为光伏电站、零碳园区、综合能源站 ...