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晋景新能(1783.HK):打造ESG价值创新典范,荣获“可持续发展卓越企业”奖
Ge Long Hui· 2025-07-04 06:09
Group 1 - ESG has become a necessary consideration for long-term investors, with nearly 5,100 institutions signing the UN PRI and managing over $100 trillion in assets as of June 30, 2025 [1] - ESG is an effective core standard for identifying companies with long-term sustainable development capabilities, as evidenced by JinJing New Energy winning the "Golden Award for Sustainable Development Excellence" [2] - JinJing New Energy's transformation from a construction-focused company to a leader in the global battery recycling sector highlights a significant industry change [4] Group 2 - JinJing New Energy's revenue surged by 92.3% to HKD 870 million, with reverse supply chain management and environmental services contributing 80% of the revenue, growing at 204% [4] - The company's adjusted EBITDA improved from a loss of HKD 40.1 million to a profit of HKD 44.8 million, demonstrating that green transformation can be a value creation engine [4] - The company has established a global recycling network covering 28 countries, with over 70 service nodes in key markets such as the US, Europe, and Southeast Asia [5] Group 3 - JinJing New Energy's innovative light-asset operational model, in collaboration with logistics giants, reduces carbon emissions during transportation [6] - The company's processing facility in Hong Kong is set to begin operations, aligning with national battery recycling management requirements and EU standards [7] - The potential for battery recycling in Hong Kong and other regions is significant, with a projected market size of HKD 10 billion emerging as the first wave of battery retirements occurs [7] Group 4 - JinJing New Energy's practices illustrate that ESG is not an additional cost but an accelerator for business growth, as the global retired battery volume is expected to exceed 4 million tons by 2028 [9] - The company’s efforts in integrating ESG solutions into its business model provide a competitive edge and transform regulatory constraints into business value [9]
格隆汇中期策略峰会2025之“格隆汇金格奖”——“ESG可持续发展卓越企业”奖项揭晓:第四范式(06682.HK)、晋景新能(01783.HK)、康桥悦生活(02205.HK)等12家企业上榜
Ge Long Hui· 2025-07-04 05:22
Core Viewpoint - The "Gelonghui Golden Award" ESG Excellence Company selection recognizes companies that excel in environmental, social, and governance dimensions, contributing to China's dual carbon goals and setting benchmarks for long-term value in the capital market [1][2]. Group 1: Award Winners - Twelve companies were awarded the "ESG Sustainable Development Excellence Enterprise" title, including Fourth Paradigm (06682.HK), JinJing New Energy (01783.HK), Kangqiao Yuelife (02205.HK), Ping An Good Doctor (01833.HK), AAC Technologies (02018.HK), Shoucheng Holdings (00697.HK), Tongwei Co., Ltd. (600438.SH), Yaoshi Bang (09885.HK), Zhaojin Mining (01818.HK), China Chunlai (01969.HK), China Reinsurance (01508.HK), and China Nuclear International (02302.HK) [1]. - The ranking of the awarded companies is in alphabetical order and does not indicate any specific order of merit [1]. Group 2: Evaluation Criteria - The selection process involved quantitative data analysis and evaluation by an expert panel to determine the final results [1]. - The award aims to highlight companies that actively promote green transformation and social responsibility through transparent governance [1]. Group 3: Scope of the Selection - The ESG Excellence Company selection covers all listed companies on the Hong Kong Stock Exchange, Shanghai Stock Exchange, Shenzhen Stock Exchange, New York Stock Exchange, American Stock Exchange, and NASDAQ [2]. - The initiative is designed to create a reference value ranking of outstanding companies in the ESG field within the investment community [2].
两年总收入翻倍凸显转型成效,三大催化有望助力晋景新能(01783)成长再度提速
智通财经网· 2025-07-04 00:45
Core Viewpoint - Jin Jing New Energy's latest financial report indicates significant progress in its transformation towards the green energy sector, showcasing a remarkable increase in revenue and a substantial reduction in losses [1][3][14]. Financial Performance - For the fiscal year 2025, Jin Jing New Energy reported revenue of approximately HKD 870 million, a year-on-year increase of 92.3%, while the loss attributable to shareholders was HKD 15.74 million, a significant reduction of 80% compared to the previous year's loss of HKD 78.86 million [1][4]. - The adjusted EBITDA for the fiscal year 2025 was HKD 44.76 million, a substantial improvement from a loss of HKD 40.06 million in 2024, indicating a turnaround in profitability [5][6]. Business Transformation - The company has successfully transitioned from traditional construction to focusing on green infrastructure, particularly in the recycling and utilization of power batteries, since its listing in 2018 [3][14]. - The revenue from reverse supply chain management and environmental services surged by 204.21% to HKD 696.19 million in 2025, accounting for nearly 80% of total revenue, highlighting the effectiveness of the company's strategic shift [4][3]. Market Trends - The global market for retired lithium batteries is expected to peak soon, driven by supportive policies from major countries, including China's new regulations on battery recycling [7][8]. - The anticipated retirement of approximately 300 GWh of batteries in China by 2030, along with similar trends in Europe and North America, presents a significant growth opportunity for Jin Jing New Energy [8][9]. Catalysts for Future Growth - The company is set to launch Hong Kong's first battery processing facility, which is expected to meet the battery processing needs outlined in Hong Kong's 2035 plan, with operations commencing in 2026 [9][10]. - Existing contracts with major clients, including leading electric vehicle manufacturers, are expected to contribute significantly to future revenue growth, with estimated disposal values exceeding HKD 30 billion [11][10]. - The establishment of a global lithium battery recycling network platform, in collaboration with other industry leaders, is anticipated to enhance the company's operational capabilities and market presence [12][13]. Market Recognition - The capital market has recognized the company's successful transformation, reflected in its stock price increase since 2022 and its inclusion in the MSCI index, indicating growing institutional interest [14].
晋景新能(1783.HK)逆势突围:营收激增92.3%,动力电池回收赛道跑出“加速度”
Ge Long Hui· 2025-06-30 01:05
Core Viewpoint - The annual performance report of Jin Jing New Energy for the year ending March 31, 2025, reveals significant growth, with a 92.3% increase in revenue to HKD 870 million, marking a historical high. The company's gross profit surged by 266.8% to HKD 103 million, and net loss narrowed from HKD 78.9 million to HKD 15.7 million, indicating a strong recovery towards breakeven [1][2]. Business Restructuring and Growth Drivers - The remarkable performance is attributed to a strategic transformation over three years, focusing on reverse supply chain management and environmental services, which contributed approximately HKD 696 million in revenue, a 204% increase. The green energy sector now constitutes 80% of total revenue [1][3]. - Key growth engines include vertical integration through acquisitions of local recycling firms, enhancing the battery recycling lifecycle, and horizontal collaborations, such as the strategic partnership with Guoxuan High-Tech, which aims to tap into a market worth HKD 22.8 billion for overseas retired battery disposal [4][6]. Policy Environment and Strategic Depth - Jin Jing New Energy has positioned itself advantageously within the industry, leveraging early entry into the battery recycling market. The recent government action plan emphasizes full-chain management and digital traceability, aligning with the company's existing framework [6][7]. - The anticipated surge in retired battery volumes, projected to reach 820,000 tons by 2025, presents a significant market opportunity, especially as current recovery rates remain below 25%. The company is well-placed to capture market share as the industry consolidates [7][8]. Capital Premium and Value Transformation - The capital market has responded positively to the company's growth, with a cumulative stock increase of 265.85% in 2024. As of June 27, 2025, the market capitalization reached HKD 10.96 billion, reflecting investor confidence in its business model [10][11]. - The company's unique position as the only overseas battery recycling entity in the Hong Kong market, combined with its extensive logistics network across 28 countries, creates a competitive moat. The upcoming battery processing facility in Hong Kong is expected to align with the market's growth trajectory [11][12]. Conclusion - Jin Jing New Energy's explosive growth is a result of strategic foresight and execution, establishing a robust competitive advantage in the global green circular economy. The company is transitioning from a dark horse to a standard in the industry, poised for significant value reassessment as battery recycling becomes a core focus [15].
晋景新能(01783) - 2025 - 年度业绩
2025-06-25 13:57
Financial Performance - For the fiscal year ending March 31, 2025, the company reported revenue of approximately HKD 869.7 million, an increase of about HKD 417.5 million or 92.3% compared to HKD 452.2 million for the fiscal year ending March 31, 2024[3]. - The gross profit for the fiscal year ending March 31, 2025, was approximately HKD 102.7 million, up by about HKD 74.7 million or 266.8% from HKD 28.0 million in the previous year, resulting in a gross margin of approximately 11.8%[3]. - The adjusted EBITDA turned from a loss of approximately HKD 40.1 million for the fiscal year ending March 31, 2024, to a profit of approximately HKD 44.8 million for the fiscal year ending March 31, 2025, an improvement of about HKD 84.9 million[3]. - The net loss attributable to the company's owners for the fiscal year ending March 31, 2025, was approximately HKD 15.7 million, significantly reduced from a loss of HKD 78.9 million in the previous year[3]. - Basic and diluted loss per share for the fiscal year ending March 31, 2025, was approximately HKD 1.22, compared to HKD 6.61 for the fiscal year ending March 31, 2024[5]. Assets and Equity - The company's non-current assets increased to approximately HKD 341.6 million as of March 31, 2025, from HKD 158.9 million in the previous year[6]. - Current assets decreased to approximately HKD 537.7 million as of March 31, 2025, compared to HKD 665.7 million in the previous year[6]. - The company's total equity increased to approximately HKD 467.0 million as of March 31, 2025, from HKD 233.9 million in the previous year[7]. Revenue Segmentation - The group reported segment revenue from external customers of HKD 869,730,000 for the year ending March 31, 2025, with contributions of HKD 174,011,000 from upper structure construction and HKD 695,719,000 from reverse supply chain management and environmental services[15]. - For the year ending March 31, 2024, the segment revenue from external customers was HKD 452,192,000, with HKD 223,495,000 from upper structure construction and HKD 228,697,000 from reverse supply chain management and environmental services[16]. - Revenue from reverse supply chain management and environmental services surged to HKD 695,719,000 in 2025, up 204.5% from HKD 228,697,000 in 2024[21]. - Revenue from the construction and renovation services was HKD 174,011,000 in 2025, down 22.2% from HKD 223,495,000 in 2024[21]. Expenses and Losses - The group recorded a loss before tax of HKD 13,739,000 for the year ending March 31, 2025, which includes expenses related to share-based payments of HKD 38,914,000[15]. - The group experienced a significant loss in segment performance for the year ending March 31, 2024, with a total segment loss of HKD 20,079,000, including losses of HKD 16,508,000 from upper structure construction and HKD 3,571,000 from reverse supply chain management[16]. - Total operating expenses for the year ending March 31, 2025, were approximately HKD 121.2 million, an increase of approximately HKD 11.2 million or 10.2% from approximately HKD 110.0 million for the year ending March 31, 2024[57]. Share Capital and Dividends - The company did not recommend the payment of a final dividend for the fiscal year ending March 31, 2025, consistent with the previous year[3]. - The company plans to increase its authorized share capital from HKD 15 million (1.5 billion shares) to HKD 30 million (3 billion shares) as approved on September 28, 2023[47]. - The company issued a total of 191,890,000 new shares at a placement price of HKD 0.4 per share, raising approximately HKD 18 million on April 11, 2023[47]. - The company completed a debt capitalization agreement, issuing 103,650,000 shares at HKD 0.4 per share to settle HKD 41.46 million in notes, with net proceeds of approximately HKD 41.396 million after expenses[47]. - The company did not declare any dividends for 2025, consistent with 2024[26]. Employee and Operational Metrics - As of March 31, 2025, the group employed a total of 54 employees, an increase from 45 employees as of March 31, 2024[72]. - Total salary and related costs for the year ending March 31, 2025, amounted to approximately HKD 60.1 million, compared to HKD 45.6 million in 2024[72]. Compliance and Governance - The company has complied with the corporate governance code applicable to its operations as of March 31, 2025[95]. - The Audit Committee, established on July 25, 2018, consists of four independent non-executive directors and has reviewed the group's internal controls, risk management, and financial reporting for the fiscal year ending March 31, 2025[98]. - The auditors confirmed that the preliminary announcement aligns with the audited consolidated financial statements for the year ending March 31, 2025, but did not provide any opinion or verification conclusion[99]. Future Outlook and Plans - The company anticipates continued growth in its reverse supply chain management and environmental services, leveraging opportunities from proposed collaborations with European partners[52]. - The company plans to issue an additional 41,221,000 shares and 66,240,000 shares under various placements and incentive plans in the upcoming fiscal periods[47][48].
晋景新能(01783) - 根据一般授权认购新股份
2025-06-20 11:44
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 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 ENVISION GREENWISE HOLDINGS LIMITED 晉景新能控股有限公司 (於開曼群島註冊成立的有限公司) (股份代號:1783) 根據一般授權認購新股份 董事會欣然宣佈,於2025年6月18及20日(聯交所交易時段後),本公司與認購人分別訂 立認購協議,據此,本公司已有條件同意按認購價配發及發行認購股份,而認購人已有 條件同意按認購價認購認購股份。 認購股份相當於(i)於本公告日期已發行股份總數約0.897%;及(ii)經配發及發行認購股 份擴大後已發行股份總數約0.889%(假設於本公告日期至配發及發行認購股份期間已發 行股份總數並無變動)。 認購協議須待(其中包括)聯交所上市委員會批准認購股份上市及買賣後,方告完成。 認購股份將根據一般授權發行,毋須經股東批准。 預期認購事項之所得款項總額將約為99,330,300.00港元,而認購事項之所得款項淨額總 額(經扣除所有專業費用及 ...
整理:每日港股市场要闻速递(6月20日 周五)
news flash· 2025-06-20 01:13
Group 1: Regulatory and Industry News - The Financial Regulatory Bureau has issued a notice to the industry stating that the dividend levels of participating insurance must not engage in "involutionary" competition [3] - In the photovoltaic sector, a "production reduction order" is expected to be upgraded in the third quarter, with a 10% decrease in operating rates and low-price sales subject to audit [3] - A video conference was held by three departments to strengthen the safety management of new energy vehicles, emphasizing not to engage in "involutionary" competition and not to sacrifice product performance or quality for short-term cost reduction [3] Group 2: Company-Specific News - The Shenzhen Stock Exchange has included Heng Rui Pharmaceutical in the list of eligible securities for Hong Kong Stock Connect [3] - Sanhua Intelligent Control has set the offering price for its H-shares at HKD 22.53 per share [3] - Feifan Lingyue has acquired a total of 18.09 million shares of Li Ning [3] - Jin Jing New Energy has officially launched a global lithium battery recycling network platform in collaboration with Yiwei Lithium Energy [3] - Nanjing Panda Electronics is selling its ENC equity to optimize its asset structure [3] - HYPEBEAST reported an annual loss of HKD 21.031 million, transitioning from profit to loss year-on-year [3] - NIO is speculated to be seeking strategic investors for its chip business, although this remains unconfirmed [3] - OK Blockchain Chain expects its annual loss attributable to shareholders to be no more than HKD 20 million, narrowing year-on-year [3] - Huadian International Power has received approval from the China Securities Regulatory Commission for the registration of its infrastructure REIT [3] - Xunhe Group anticipates an annual net loss of approximately HKD 4 million to HKD 7 million, transitioning from profit to loss year-on-year [3] - Shandong Xinhua Pharmaceutical has completed the Phase II clinical trial for OAB-14, a treatment for mild to moderate Alzheimer's disease, with the first patient enrolled in China [3]
晋景新能:与亿纬锂能正式启动全球锂电回收网络平台
news flash· 2025-06-19 10:48
Core Viewpoint - Jin Jing New Energy (01783.HK) has officially launched a global lithium battery recycling network platform in collaboration with EVE Energy, aiming to enhance the effective recovery and reuse of retired battery materials on an international scale [1] Group 1: Company Collaboration - The partnership between Jin Jing New Energy and EVE Energy is part of a memorandum to promote battery recycling networks and related projects [1] - The global lithium battery recycling network platform is set to officially launch on June 18, 2025 [1] Group 2: Strategic Goals - The collaboration focuses on global layout and digital traceability in the field of battery recycling [1] - The initiative aims to achieve effective recovery and reuse of retired battery materials internationally [1]
晋景新能(01783) - 自愿性公告有关与惠州亿纬鋰能股份有限公司签署合作谅解备忘录之业务更新资料
2025-06-19 08:30
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 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 ENVISION GREENWISE HOLDINGS LIMITED 晉景新能控股有限公司 (於開曼群島註冊成立的有限公司) (股份代號:1783) 自願性公告 有關 與惠州億緯鋰能股份有限公司 簽署合作諒解備忘錄之 業務更新資料 本公司從事逆向供應鏈管理及綠色能源解決方案業務。 億緯鋰能為一間在中華人民共和國成立的有限公司,其股份於深圳證券交易所上市(股票 代碼:300014)。億緯鋰能主要從事消費電池、動力電池及儲能電池的研發、生產及銷售。 億緯鋰能致力於「以全場景鋰電池方案,加速萬物互聯」,構建起從材料至系統的全體系 研發平台。 訂立備忘錄的理由及裨益 本公告乃由晉景新能控股有限公司(「本公司」)自願作出,以知會其股東及潛在投資者有 關本公司之最新發展。 諒解備忘錄 於2025年3月25日,本公司與惠州億緯鋰能股份有限公司(「億緯鋰能」)(統稱「雙方」)訂立 一份諒解備忘錄(「備忘錄」)。根據備 ...
晋景新能(01783) - 董事会会议召开日期
2025-06-13 14:00
ENVISION GREENWISE HOLDINGS LIMITED 晉景新能控股有限公司 (於開曼群島註冊成立的有限公司) (股份代號:1783) 董事會會議召開日期 晉景新能控股有限公司(「本公司」,連同其附屬公司統稱「本集團」)董事(「董事」)會(「董 事會」)宣佈,董事會將於2025年6月25日(星期三)舉行董事會會議,藉以(其中包括)批准 本集團截至2025年3月31日止年度之全年業績公告以供刊發,並考慮建議派發末期股息(倘 有)。 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。 承董事會命 晉景新能控股有限公司 主席 郭晋昇 香港,2025年6月13日 於本公告日期,董事會包括四名執行董事,即郭晋昇先生、鄧志堅先生、詹志豪先生及郭 可兒女士,以及四名獨立非執行董事,即侯穎承先生、余仲良先生、藍章華先生及薛永恒 教授。 ...