Workflow
ENVISION GREEN(01783)
icon
Search documents
晋景新能(01783) - 翌日披露报表
2025-05-13 14:05
公司名稱: 晉景新能控股有限公司 FF305 呈交日期: 2025年5月13日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 01783 | 說明 | 普通股 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | 已發行股份(不包括庫存股份)變動 | | 庫存股份變動 | | | | | 事件 | | 已發行股份(不包括庫存股份)數 目 | | 佔有關事件前的現有已發 行股份(不包括庫存股 份)數目百分比 (註3) | 庫存股份數目 | 每 ...
动力电池回收市场现里程碑式合作,晋景新能携两大巨头构建动力电池回收铁三角
Ge Long Hui A P P· 2025-05-09 14:39
Core Viewpoint - The strategic collaboration among JinJing New Energy, China Resource Recycling International Development, and Guangdong Bangpu Recycling Technology marks a significant step in the battery recycling industry, transitioning from fragmented competition to a systematic approach, leveraging policy insights, technological advancements, and global network coverage [1][2][7]. Strategic Collaboration - The partnership aims to integrate the full chain capabilities of resource coordination, technology research and development, and global networking, enhancing the efficiency and effectiveness of battery recycling [2][4]. - JinJing New Energy's core business includes reverse supply chain management and green energy solutions, with a global service network covering key markets in the Americas, Europe, and Asia [1][3]. Business Synergy - JinJing New Energy has established a mature recycling point network across 28 countries, which, when combined with the resources from China Resource Recycling International and the technology from Bangpu Recycling, can create an integrated model for recycling, processing, and reusing battery materials [3][5]. - The collaboration is expected to lower logistics and operational costs while promoting standardized processes, thereby enhancing customer trust in recycled material quality [3][5]. Global Expansion - The global demand for power batteries is projected to grow at a compound annual growth rate of 22.3% until 2030, with the retired battery volume expected to exceed 800 GWh, indicating a substantial market opportunity for battery recycling [3][4]. - JinJing New Energy plans to expand its service network from 10 to 100 locations globally, leveraging the international resource allocation capabilities of China Resource Recycling International and the technological output from Bangpu Recycling [3][4]. Policy Environment - Recent policies, such as the EU's "New Battery Law" and China's action plan for establishing a battery recycling system, create a favorable environment for the collaboration, emphasizing increased recycling rates and material regeneration [4][5]. - The partnership will benefit from Bangpu Recycling's established industry standards and China Resource Recycling International's experience in international green standard formulation, facilitating compliance with various regulatory requirements [4][5]. Logistics Network - JinJing New Energy's logistics network across 28 countries, combined with the strategic resource allocation from China Resource Recycling International, is expected to create an efficient battery material import-export logistics system, reducing compliance risks and costs in international transport [5][6]. - The reverse supply chain business has shown significant growth, with revenue increasing by 140% year-on-year to HKD 157 million, accounting for 63.4% of total revenue as of mid-2024 [5][6]. Conclusion - The collaboration not only enhances JinJing New Energy's competitive edge through the integration of national policy support and industry-leading technology but also establishes a comprehensive coverage from policy analysis to terminal services, unlocking collaborative value within the new energy industry [7]. - This strategic move positions JinJing New Energy to build a competitive moat in a rapidly expanding market, enabling it to meet the demands of partners like Ningde Times and Guoxuan High-Tech while gaining pricing power through resource aggregation [7].
晋景新能(01783) - 自愿性公告有关签署战略合作谅解备忘录之业务更新资料
2025-05-08 14:00
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 (股份代號:1783) (於開曼群島註冊成立的有限公司) 自願性公告 有關 簽署戰略合作諒解備忘錄之 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。本公司已於香港開展電動車電池 回收項目,並已在美洲、歐洲及亞洲建立全球服務網絡。 中資環國際為一間在中華人民共和國成立的有限公司,為中國資源循環集團有限公司的 附屬公司。中資環國際專注於海外戰略性資源佈局,是暢通國內外再生資源(包括退役電 池領域)供應鏈的重要樞紐。透過再生資源全生命周期管理,致力深化國際產能合作與綠 色標準輸出,保障國家戰略資源安全。中國資源循環集團有限公司為在中華人民共和國 註冊成立的國有企業。 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5月8日 ...
晋景新能(01783) - 补充公告
2025-04-30 14:30
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 (於開曼群島註冊成立的有限公司) (股份代號:1783) 補充公告 茲提述晉景新能控股有限公司(「本公司」)日期為2025年4月10日之公告(「該公告」),內容 有關(其中包括)建議股份交易,該交易有關收購目標公司100%股權,涉及根據一般授權 發行代價股份。除另有界定外,本公告所用詞彙與該公告所界定者具有相同涵義。 代價基準 本公司提述該公告「代價之基準」一節所載列之四項因素,即(i)目標集團截至2024年12月 31日止年度的歷史財務表現;(ii)目標集團於2024年12月31日的財務狀況;(iii)開展目標集 團的鋰電池處置業務所需牌照;及(iv)由本公司評估的本集團於收購事項後的前景,並於 下文闡述。 董事會於評估收購事項(包括代價)時將一併考慮上述因素,任何因素均不可單獨考慮。 目標集團擁有多個與廢棄物進口、廢棄物收集、廢 ...
晋景新能(01783.HK)牵手晶科储能,携手释放全球回收与储能协同价值
Ge Long Hui· 2025-04-16 02:10
Core Insights - The collaboration between JinJing New Energy (01783.HK) and Jinko Energy aims to leverage their global channels, technological advantages, and recycling networks to promote the transition to a low-carbon economy [1][4] - The partnership is positioned to capitalize on the emerging trillion-level market for battery recycling as China enters a large-scale retirement phase for electric vehicle batteries [1][3] Group 1: Resource Integration and Market Expansion - Jinko Energy, a leading global energy storage manufacturer, has demonstrated strong performance in large-scale energy storage systems, with its latest product, the Blue Whale SunTera G3, featuring a capacity of 6.25MWh [2] - Jinko's parent company has secured 16 overseas projects in 2024, with a total capacity of 3.65GWh in new energy storage registrations, indicating significant market presence [2] - The estimated market value of the recycling space per GWh is approximately 228 million yuan, suggesting that Jinko's new storage registrations could yield a disposal value of 365 million yuan [2] Group 2: Industry Opportunities and Strategic Positioning - The global energy storage market is expected to grow significantly, with IRENA predicting a market size of 793GWh by 2029, driven by the demand for wind and solar energy storage [3] - JinJing New Energy has established a mature recycling network across 28 countries, enhancing its position in resource recycling and utilization [4] - The collaboration will create a closed-loop system of "recycling-reuse-storage," allowing Jinko to provide a stable source of retired batteries for JinJing, thereby increasing the value of recycled materials [4] Group 3: Synergistic Empowerment and Global Expansion - The partnership not only aims for market expansion but also seeks to create economic benefits while injecting sustainable momentum into China's renewable energy industry [5] - Jinko plans to rank among the top three in the energy storage industry within 3 to 5 years, relying on global and localized service integration [6] - The collaboration serves as a model for overcoming challenges faced by Chinese energy storage companies in international markets, such as certification barriers and localization issues [6][7] Group 4: Long-term Value Creation - This partnership signifies a shift from single product exports to a model that combines "system solutions and global service capabilities," enhancing the competitive edge of Chinese energy storage firms [7] - The successful implementation of this model could lead to further expansion into various segments of the renewable energy market, strengthening China's bargaining power in the global green energy supply chain [7] - The collaboration is expected to be a key driver for the global low-carbon economy, creating long-term value for investors [7]
全球电芯循环服务体系价值获市场认可,晋景新能新客户拓展再度提速
Zhi Tong Cai Jing· 2025-04-15 09:07
Core Viewpoint - JinJing New Energy (01783) is gaining recognition in the global green economy through strategic partnerships, particularly with Jinko Energy and Guoxuan High-Tech, focusing on lithium battery recycling and circular economy [1][2][6] Group 1: Strategic Partnerships - JinJing New Energy signed a memorandum of understanding with Jinko Energy's subsidiary, Zhejiang Jinko Energy Storage, to collaborate in the global recycling market [1][2] - The partnership aims to establish a comprehensive recycling network, enhancing operational efficiency and market influence [2] - This collaboration follows a previous strategic agreement with Guoxuan High-Tech, indicating the growing value of JinJing's global service system in battery recycling [1][2] Group 2: Market Dynamics - The overseas battery recycling market is more mature than the domestic market, with established channels being crucial for success [1][2] - JinJing New Energy has over 70 service points in 28 countries, making it a preferred partner for domestic battery manufacturers and energy storage companies looking to expand internationally [2] Group 3: Growth Potential - Jinko Energy aims to become one of the top three global energy storage suppliers within 3 to 5 years, which could significantly boost JinJing's battery recycling business [3][4] - The projected demand for retired batteries is substantial, with estimates suggesting over 50 GWh of retired batteries from Jinko's future energy storage systems [4] - Collaborations with Jinko and Guoxuan could lead to a total disposal value of over 300 billion RMB for JinJing, marking the beginning of high growth in its global battery recycling business [4][6] Group 4: Financial Performance - JinJing's reverse supply chain management and environmental services revenue surged by 138.23% year-on-year in the first half of 2024, indicating a strong growth trend [5] - The company's stock price has increased by up to 18 times since 2023, with a market capitalization exceeding 10 billion HKD, reflecting investor confidence in its business model and growth potential [6]
晋景新能(01783) - 自愿性公告有关与浙江晶科储能有限公司签署战略合作谅解备忘录之业务更新资料
2025-04-14 11:00
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 自願性公告 有關 與浙江晶科儲能有限公司 簽署戰略合作諒解備忘錄之 業務更新資料 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16日,本公司與浙江晶科儲能有限公司(「晶科」)訂立諒解備忘錄(「備忘錄」)。 根據備忘錄的條款(其中包括),本公司與晶科將在綠色能源業務領域密切合作,包括以 下內容: — 1 — (a) 在全球回收市場合作,專注於建立全面的回收網絡,本公司將在全球開放其回收點, 與晶科共同使用,促進資源共享,並最大限度地提高營運效率及全球回收影響;及 (b) 在全球範圍內探索特定戰略市場的合作機會,以實現全球夥伴關係。 有關訂約方的資料 本公司從事逆向供應鏈管理及綠色能源解決方案業務。 (股份代號:1783) (於 ...
晋景新能(01783) - 有关收购目标公司100%股权(涉及根据一般授权发行代价股份)之股份交易
2025-04-11 04:01
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。 本公告僅供參考,並不構成收購、購買或認購任何證券之邀請或要約。 收購目標公司100%股權 (涉及根據一般授權發行代價股份) 之股份交易 收購事項 董事會欣然宣佈,於2025年4月10日(交易時段後),買方與賣方訂立該協議,據此買方 已有條件同意收購而賣方已有條件同意出售銷售股份,代價為35,000,000.00港元,將以 根據該協議的條款及條件按發行價發行代價股份的方式繳付。 上市規則涵義 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) 有關 有關收購事項的所有適用百分比率均低於5%。然而,由於代價將以配發及發行代價股 份的方式繳付,收購事項構成股份交易,因此須遵守上市規則第14章項下的申報及公告 規定。 由於完成須待該協議所載若干先決條件達成(或獲豁免,如適用)後方可作實,故收購 事項未必會進行,股 ...
晋景新能(01783) - 有关收购目标公司100%股权(涉及根据一般授权发行代价股份)之股份交易
2025-04-10 13:09
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。 本公告僅供參考,並不構成收購、購買或認購任何證券之邀請或要約。 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) 有關 收購目標公司100%股權 (涉及根據一般授權發行代價股份) 之股份交易 收購事項 董事會欣然宣佈,於2025年4月10日(交易時段後),買方與賣方訂立該協議,據此買方 已有條件同意收購而賣方已有條件同意出售銷售股份,代價為35,000,000.00港元,將以 根據該協議的條款及條件按發行價發行代價股份的方式繳付。 上市規則涵義 有關收購事項的所有適用百分比率均低於5%。然而,由於代價將以配發及發行代價股 份的方式繳付,收購事項構成股份交易,因此須遵守上市規則第14章項下的申報及公告 規定。 由於完成須待該協議所載若干先決條件達成(或獲豁免,如適用)後方可作實,故收購 事項未必會進行,股 ...
晋景新能(01783) - 自愿性公告有关战略框架协议之业务更新资料
2025-02-24 12:21
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 (股份代號:1783) (於開曼群島註冊成立的有限公司) 自願性公告 有關戰略框架協議之 業務更新資料 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。 訂約方將於本公司位於香港環保園的動力電池處置設施設立電池梯次利用示範點, 展示電池回收、再製造及再利用的進展。國軒高科將憑藉其生產能力提供技術專業 支援,而本公司將以環保園提供生產鏈支援及實際運作場景,以促進環保行業的可 持續發展。 茲提述本公司日期為2024年2月19日之自願性公告,內容有關(其中包括)本公司與國軒高 科股份有限公司(「國軒高科」)之間之預期業務合作。 本公司董事(「董事」)會(「董事會」)欣然宣佈,於2025年2月24日,本公司與國軒高科訂立 戰略框架協議(「該協議」),在以下方面展開進 ...