Core Insights - The collaboration between China National Renewable Energy (中环新能源) and Ant Group marks a strategic shift from traditional asset-heavy operations to digital asset management, focusing on tokenization of renewable energy assets and smart operations [1][2][5] Group 1: Strategic Transformation - The partnership aims to enhance the management of renewable energy assets through tokenization, which will improve liquidity, reduce transaction costs, and foster trust in the market [1] - By collaborating with Ant Group, the company is transitioning from merely selling electricity to becoming a provider and manager of digital green assets, creating a closed-loop system connecting green assets, blockchain tokens, and global capital [2][5] Group 2: Operational Efficiency - The integration of Ant Group's AI technology is expected to significantly improve operational efficiency by enhancing power generation and load forecasting accuracy, maximizing the value of virtual power plants, and reducing operational costs [3] - This shift from reliance on human experience to AI-driven decision-making is anticipated to lead to a qualitative leap in operational efficiency and establish a new competitive edge based on data intelligence [3][6] Group 3: Carbon Asset Monetization - The collaboration will enable automated carbon accounting and intelligent carbon trading, transforming carbon assets from a compliance burden into a new revenue stream [4][5] - The creation of a carbon financial platform will facilitate the tokenization of green certificates and carbon reduction credits, establishing a standardized and liquid market for these digital assets [4][5] Group 4: Global Expansion and Market Positioning - The company is actively pursuing global expansion, having established partnerships with enterprises across Europe, the Middle East, Africa, and Southeast Asia, which will support its asset management and digital service offerings [5][6] - This strategic shift positions the company favorably in the competitive landscape of the renewable energy sector, transitioning from a heavy asset builder to a light asset manager and value integrator [6]

中环新能源(01735)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能生态等领域建立战 略合作伙伴关系。 订约各方应结合各自在研发、技术、产品、品牌及资源方面的优势，于新能源数字资产及新能源人工智 能生态等领域建立战略合作伙伴关系，共同推动新能源产业与数字经济的融合及高质量发展。 具体而言，订约各方将借助蚂蚁区块链在区块链技术、数据资产全链路解决方案、人工智能大模型及生 态整合方面的核心技术与服务优势，结合本公司在高新技术及制造的产业的实力，包括新能源智能制 造、光储充一体化建设与营运、氢能开发利用以及具备源网荷储能力的零碳产业园综合能源服务，共同 开拓以下主要领域： 1.新能源资产通证化：结合蚂蚁区块链在区块链应用方面的技术专长及公司在新能源领域的产业优势， 订约各方拟于中国内外共同开发公司新能源资产(如光伏电站、零碳产业园及综合能源站)的链上数据整 合、持续完善链上数据整合标准，以及基于上述链上数据整合开展现实资产通证化的业务协作，共同透 过海外产业基金投资公司的新能源资产，其中蚂蚁区块链或 ...

具体而言，订约各方将借助蚂蚁区块链在区块链技术、数据资产全链路解决方案、人工智能大模型及生 态整合方面的核心技术与服务优势，结合本公司在高新技术及制造的产业的实力，包括新能源智能制 造、光储充一体化建设与营运、氢能开发利用以及具备源网荷储能力的零碳产业园综合能源服务，共同 开拓以下主要领域： 公告称，董事会相信，该协议中拟定及概述的合作框架将使集团发挥其在开发及运营新能源项目方面的 经验及能力。董事会亦相信是次合作可扩大集团的商机、扩阔其收入来源及提升其财务表现。因此，董 事会认为与蚂蚁区块链的合作将有利于集团的未来发展，并将符合公司及其股东的整体利益。 1.新能源资产通证化：结合蚂蚁区块链在区块链应用方面的技术专长及公司在新能源领域的产业优势， 订约各方拟于中国内外共同开发公司新能源资产(如光伏电站、零碳产业园及综合能源站)的链上数据整 合、持续完善链上数据整合标准，以及基于上述链上数据整合开展现实资产通证化的业务协作，共同透 过海外产业基金投资公司的新能源资产，其中蚂蚁区块链或其合适联属人士将担当通证化技术解决方案 提供商。 智通财经APP讯，中环新能源(01735)发布公告，于2025年9月19日，蚂蚁 ...

Core Viewpoint - Zhonghuan New Energy (01735.HK) has entered into a strategic cooperation framework agreement with Ant Blockchain Technology (Shanghai) Co., Ltd. to establish a partnership in the fields of new energy digital assets and artificial intelligence ecosystems [1] Company Overview - Ant Blockchain is a subsidiary of Ant Group, focusing on the commercialization of technology and operating in the blockchain sector with several leading technologies and patents [1] - The company operates five main business segments: (i) new energy and engineering, procurement, and construction; (ii) green building and related construction businesses; (iii) smart energy management services; (iv) health and medical; and (v) food supply chain [1] Strategic Implications - The board believes that the cooperation framework outlined in the agreement will leverage the company's experience and capabilities in developing and operating new energy projects [1] - The collaboration is expected to expand business opportunities, broaden revenue sources, and enhance financial performance for the company [1] - The board considers the partnership with Ant Blockchain beneficial for the company's future development and aligned with the overall interests of the company and its shareholders [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 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，並明確表示概不就因本公告全部或 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。 該協議的主要條款概述如下： 日期： 二零二五年九月十九日 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） 有關訂立戰略合作框架協議的 自願公告 本 公 告 乃 由 中 環 新 能 源 控 股 集 團 有 限 公 司（「 本 公 司 」， 連 同 其 附 屬 公 司 統 稱 「本集團」）自願作出。 本 公 司 董 事（「 董 事 」）會（「 董 事 會 」）欣 然 宣 佈 ， 於 二 零 二 五 年 九 月 十 九 日 ， 螞蟻區塊鏈科技（ 上海 ）有限公司（「螞蟻區塊鏈」）與本公司訂立戰略合作框架協議 （「該協議」），據此，該協議各訂約方（ 各稱「訂約方」，統稱「訂約各方」）擬於新能 源數字資產及新 ...

Group 1 - The core viewpoint of the news is that Zhonghuan New Energy Holdings has appointed Professor Shen Wenzhong as the Chief Scientist, which is expected to enhance the company's research and development capabilities in the solar energy sector [1][2][3] - Professor Shen Wenzhong is a recognized authority in the photovoltaic field, with over 400 high-level academic papers published and extensive experience in semiconductor physics and solar cell research [1] - The company aims to strengthen its core team and enhance its competitive edge in the rapidly evolving photovoltaic industry by integrating top talent and fostering academic-industry collaboration [2][3] Group 2 - Zhonghuan New Energy has established partnerships with various enterprises and academic institutions, including Sunshine Power and Fudan University, to create a core technology ecosystem in photovoltaic research [2] - The company is focusing on multiple technological routes, including TOPCon, BC, and tandem solar cells, to drive innovation and maintain a competitive advantage in the market [2][3] - Chairman Yu Zhuyun emphasized the importance of attracting top talent and embracing cutting-edge technologies to ensure the company's sustainable development in the renewable energy sector [3]

智通财经APP获悉，中环新能源控股集团(01735)发布重磅讯息：上海交通大学太阳能研究所所长、上海市太阳能学会名誉理事长沈文忠教授正式加 盟，出任公司首席科学家一职。 在行业竞争白热化阶段，中环新能源持续强化核心团队升级建设。拥有三星20余年资深管理经验及阿特斯高管履历的邹珉、原晶科人力资源总经理 郭耀辉、曾任东方日升CFO的杨钰相继加入，以深厚行业积淀助力发展布局。市场分析观点认为，此次沈文忠教授倾力加盟，预计将通过深度参与 研发战略制定、指导技术升级等方式，为中环新能源TOPCon、BC、叠层电池等技术路线突破提供方向引领，并在科研梯队人才培养、外部合作资 源整合领域发挥重要作用。 中环新能源董事长余竹云表示，公司高度重视技术团队打造与人才培养，此次携手沈文忠教授，是一次科研智慧与产业理想的"双向奔赴"。面对当 前日趋激烈的市场竞争环境，企业唯有打开学术视野、拥抱前沿技术，汇聚顶尖人才，方能立于不败之地。期待与沈教授并肩共进，协力开创光伏 产业更加辉煌的明天。 通过人才引进与培养，聚力搭建高层次科研平台，中环新能源未来将有望进一步深化产学研合作、促进成果转化应用，构建企业核心竞争力，为新 能源产业高质量 ...

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: 中環新能源控股集團有限公司 呈交日期: 2025年9月1日 II. 已發行股份及/或庫存股份變動 | 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 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 4,224,000,000 | | 0 | | 4,224,000,000 | | 增加 / 減少 (-) | | | 0 | | 0 | | | | 本月底結存 | | | 4,224,000,000 | | 0 | | 4,224,000,000 | 第 2 頁 共 10 頁 v 1.1.1 I. 法定/註冊股本變動 | 1. 股份分 ...

Core Insights - The company reported a significant increase in revenue and profit for the first half of 2025, with total revenue reaching approximately HKD 4.049 billion, a year-on-year growth of 59.92% [1] - The gross profit was HKD 86.43 million, reflecting a 100.06% increase compared to the previous period [1] - The net profit attributable to shareholders was HKD 23.273 million, translating to earnings per share of HKD 0.055 [1] Financial Performance - Total assets as of June 30, 2025, were approximately HKD 60.28 billion, up 34.6% from HKD 44.77 billion on December 31, 2024 [1] - Net assets increased to approximately HKD 18.09 billion, a growth of 17.5% from HKD 15.40 billion at the end of 2024 [1] - The gross margin improved from approximately 1.7% in the previous period to about 2.1% in the reporting period, primarily due to higher margins in the renewable energy and EPC segments [1] Business Strategy - The revenue increase was driven by higher sales of photovoltaic modules and efficient N-type batteries, with the renewable energy and EPC segment revenue rising to approximately HKD 3.311 billion from HKD 1.6814 billion in the previous period [1] - The health and medical segment also saw revenue growth, reaching approximately HKD 692 million, up from HKD 400 million [1] - The company is reallocating resources strategically to prioritize renewable energy initiatives, gradually reducing its green building operations while increasing investments in emerging energy sectors [1] Market Expansion - Since 2022, the company has invested in high-efficiency photovoltaic N-type batteries and advanced photovoltaic modules, completing a 3GW photovoltaic module and 6GW battery project by the end of 2024 [2] - The company plans to expand production capacity at its Fengtai and Tongcheng bases based on market dynamics and investment strategies [2] - Strategic partnerships have been established, focusing on markets in the Middle East and Africa, including collaborations with UAE's Sama Tech Ventures L.L.C and Oman's EGN LTD for integrated energy storage and charging facilities [2] - Domestic market initiatives are also progressing, with strategic collaborations with Shanghai Microgrid Huilian New Energy, Huaihe Energy, Guoxuan High-Tech, and Rongjie Group [2] - The dual-track approach of deepening domestic quality projects while actively expanding into key overseas regions has injected strong momentum into the company's sales business, particularly in the integrated energy storage and charging sector [2]

Group 1 - The core viewpoint of the article highlights the significant growth in revenue and profit for China National New Energy, with a 59.92% year-on-year increase in revenue to approximately HKD 40.49 billion and a 100.06% increase in gross profit to HKD 86.43 million for the first half of 2025 [1] - The company's total assets reached approximately HKD 60.28 billion, a 34.6% increase from HKD 44.77 billion as of December 31, 2024, while net assets grew by 17.5% to approximately HKD 18.09 billion from HKD 15.40 billion [1] - The revenue increase is attributed to higher sales of photovoltaic components and efficient N-type batteries, with the renewable energy and EPC segment's revenue rising to approximately HKD 33.11 billion from HKD 16.814 billion in the previous period [1] Group 2 - The company has implemented strategic resource reallocation to prioritize renewable energy projects, gradually reducing its green building operations while increasing investments in emerging energy sectors [1] - Since 2022, the company has invested in high-efficiency photovoltaic N-type batteries and advanced photovoltaic components, completing a 3GW photovoltaic component and 6GW photovoltaic battery project by the end of 2024 [2] - The company is actively building strategic partnerships, focusing on markets in the Middle East and Africa, including collaborations with UAE's Sama Tech Ventures L.L.C and Oman’s EGN LTD for integrated energy infrastructure development [2]