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中环新能源拟与蚂蚁区块链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
Zhi Tong Cai Jing· 2025-09-19 10:18
Core Viewpoint - The strategic cooperation framework agreement between Zhonghuan New Energy and Ant Blockchain Technology aims to establish a partnership in the fields of new energy digital assets and artificial intelligence, promoting the integration of the new energy industry with the digital economy for high-quality development [1][2]. Group 1: Strategic Cooperation Areas - The parties will leverage Ant Blockchain's core technologies in blockchain, data asset solutions, and AI, combined with Zhonghuan's strengths in high-tech manufacturing and new energy, to explore several key areas [1]. - New energy asset tokenization will involve developing on-chain data integration standards for assets like photovoltaic power stations and zero-carbon industrial parks, with Ant Blockchain providing tokenization technology solutions [1]. - Intelligent operation of new energy assets will utilize AI models trained on meteorological and historical data to predict energy generation and optimize grid dispatch strategies, enhancing operational efficiency and competitiveness [2]. Group 2: Market and Business Model Innovation - The collaboration will explore market and business model innovations in green electricity, green certificates, and carbon asset management and trading, further advancing the company's new energy business towards sustainability [2]. - The board believes that the outlined cooperation framework will leverage the group's experience in developing and operating new energy projects, expanding business opportunities, diversifying revenue sources, and improving financial performance [2].
中环新能源(01735)拟与蚂蚁区块链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
智通财经网· 2025-09-19 10:12
Core Viewpoint - The strategic cooperation framework agreement between Zhonghuan New Energy and Ant Blockchain Technology aims to establish a partnership in the fields of new energy digital assets and artificial intelligence, promoting the integration of the new energy industry with the digital economy for high-quality development [1][2]. Group 1: Strategic Cooperation Areas - The parties will leverage their respective strengths in R&D, technology, products, branding, and resources to develop new energy digital assets and AI ecosystems [1]. - The collaboration will focus on three main areas: 1. **Tokenization of New Energy Assets**: The parties plan to develop on-chain data integration and standards for new energy assets, such as photovoltaic power stations and zero-carbon industrial parks, and collaborate on asset tokenization [1]. 2. **Intelligent Operation of New Energy Assets**: By integrating Ant Blockchain's AI capabilities with the company's data, they aim to enhance operational efficiency through predictive modeling for energy generation and load forecasting [2]. 3. **Collaboration on Carbon Neutrality and Green Certificate Services**: The partnership will explore market innovations in green electricity, green certificates, and carbon asset management to further the company's green initiatives [2]. Group 2: Company Background and Expectations - Ant Blockchain, a subsidiary of Ant Group, specializes in blockchain technology services and has several leading technologies and patents in the field [2]. - The board of directors believes that this cooperation will enhance the company's experience in developing and operating new energy projects, expand business opportunities, diversify revenue sources, and improve financial performance [2].
中环新能源(01735.HK)拟携手蚂蚁区块链科技(上海)于新能源数字资产及新能源人工智能生态等领域开展合作
Ge Long Hui· 2025-09-19 10:05
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]
中环新能源(01735) - 有关订立战略合作框架协议的自愿公告
2025-09-19 09:55
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 ...
重磅!“光伏泰斗”沈文忠教授出任中环新能源首席科学家
Zhi Tong Cai Jing· 2025-09-11 11:49
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]
重磅!“光伏泰斗”沈文忠教授出任中环新能源(01735)首席科学家
智通财经网· 2025-09-11 10:32
Core Viewpoint - The appointment of Professor Shen Wenzhong as Chief Scientist at China National Renewable Energy Holdings Group (01735) is expected to enhance the company's research and development capabilities in the photovoltaic sector [1][4]. Group 1: Company Overview - China National Renewable Energy has entered the photovoltaic industry without the burden of old P-type production capacity, allowing it to seize opportunities in the upcoming technological iterations of solar cells [4]. - The company aims to become a leading manufacturer and brand in the next-generation battery sector, focusing on green energy system integration services [4]. - It is actively developing multiple technological routes, including energy storage, hydrogen, ammonia, and perovskite technologies, while building a complete ecosystem from manufacturing to application in photovoltaic power plants and zero-carbon parks [4]. Group 2: Key Personnel - Professor Shen Wenzhong, a leading expert in the solar photovoltaic field, has a strong academic background with over 400 high-level publications and extensive industry influence [2]. - The company has strengthened its core team by recruiting experienced professionals from major firms, including those with over 20 years of management experience at Samsung and executive roles at Canadian Solar [7]. - The collaboration with Professor Shen is expected to provide strategic direction for breakthroughs in TOPCon, BC, and tandem cell technologies, as well as enhance talent development and external collaboration [7]. Group 3: Strategic Goals - The company emphasizes the importance of building a strong technical team and nurturing talent, viewing the partnership with Professor Shen as a mutual pursuit of scientific wisdom and industrial aspirations [7]. - By fostering high-level research platforms and enhancing industry-academic collaboration, the company aims to strengthen its core competitiveness and contribute to the sustainable development of the renewable energy sector [7].
中环新能源(01735) - 截至二零二五年八月三十一日止之股份发行人的证券变动月报表
2025-09-01 04:00
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 ...
中环新能源上半年毛利翻倍至8643万港元 新能源业务成核心增长引擎
Zhi Tong Cai Jing· 2025-08-30 02:27
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]
中环新能源(01735)上半年毛利翻倍至8643万港元 新能源业务成核心增长引擎
智通财经网· 2025-08-30 02:25
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]
中环新能源(01735.HK)中期收益约40.49亿港元 同比增加约59.9%
Ge Long Hui· 2025-08-29 15:49
Core Viewpoint - The overall performance of China Hongqiao Group (01735.HK) is satisfactory, with significant revenue growth reported for the six months ending June 30, 2025, despite a decrease in profit attributable to shareholders [1] Financial Performance - The group recorded revenue of approximately HKD 4.049 billion, representing a year-on-year increase of about 59.9% [1] - Profit attributable to shareholders was approximately HKD 23.3 million, down from approximately HKD 40.6 million in the previous period [1] - Basic and diluted earnings per share were approximately HKD 0.55 cents, compared to approximately HKD 0.96 cents in the previous period [1] - The board of directors did not recommend the payment of an interim dividend for the reporting period, whereas there was no dividend in the previous period [1] Revenue Drivers - The increase in revenue was primarily due to: - Growth in sales of photovoltaic modules and high-efficiency N-type batteries, leading to an increase in revenue from the New Energy and EPC segment to approximately HKD 3.31 billion [1] - An increase in revenue from the Health and Medical segment to approximately HKD 690 million [1]