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新特能源附属拟申报发行资产支持专项计划
Zhi Tong Cai Jing· 2025-10-16 11:37
Core Viewpoint - Xinjiang New Energy plans to optimize its capital structure and enhance asset turnover by issuing an asset-backed special plan using two renewable energy projects as underlying assets [1] Group 1: Asset-Backed Securities Plan - Xinjiang New Energy intends to apply for the issuance of the first phase of an asset-backed special plan within the registered framework of TBEA, its controlling shareholder [1] - TBEA aims to use energy infrastructure, including renewable energy projects, as underlying assets to apply for a registered issuance of asset-backed securities on the Shanghai Stock Exchange [1] - The planned registered quota for TBEA is set at RMB 3 billion, allowing for multiple issuances within this limit [1] Group 2: Equity Sale and Financial Details - Xinjiang New Energy plans to sell part of the equity of its subsidiaries, Rongsheng Power and Xinyuan Power, to the manager, with the sale price determined by the valuation of these subsidiaries and the shareholder loans provided by Xinjiang New Energy [1] - The expected issuance scale for the first phase of the asset-backed special plan is not to exceed RMB 1.5 billion, targeted for qualified professional investors [1]
新特能源(01799)附属拟申报发行资产支持专项计划
智通财经网· 2025-10-16 11:37
Group 1 - The core objective of Xinjiang New Energy is to optimize its capital structure and enhance asset turnover by issuing an asset-backed special plan using two renewable energy projects as underlying assets [1] - The plan involves TBEA (the controlling shareholder) applying for a shelf registration of asset-backed securities with a total shelf amount of RMB 3 billion, allowing for multiple issuances within this limit [1] - The initial issuance scale of the asset-backed special plan is expected to be no more than RMB 1.5 billion, targeted at qualified professional investors [1] Group 2 - Xinjiang New Energy plans to sell part of the equity of its subsidiaries, Rongsheng Power and Xinyuan Power, to the manager, with the sale price determined by the valuation of these subsidiaries and the shareholder loans provided by Xinjiang New Energy [1]
新特能源(01799) - 自愿性公告 - 申报发行资產支持专项计划
2025-10-16 11:26
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,概不對因本公告全部或任何部份內容而產生或 因倚賴該等內容而引致的任何損失承擔任何責任。 XINTE ENERGY CO., LTD. 新特能源股份有限公司 (於中華人民共和國註冊成立的股份有限公司) (股份代號:1799) 自願性公告 申報發行資產支持專項計劃 本公告由董事會自願刊發。 為進一步優化資本結構,盤活存量資產,提升本集團資產周轉速度,新疆新能 源(本公司附屬公司)擬以其持有的兩個新能源發電項目作為底層資產在特變 電工(本公司控股股東)申請註冊的儲架額度內申報發行首期資產支持專項計劃。 上述事項將為特變電工儲架發行資產支持專項計劃的一部分。根據有關計劃, 特變電工擬以附屬公司(包括本集團)持有的能源基礎設施(包括新能源發電項 目)作為底層資產,在上海證券交易所申請註冊並儲架發行資產支持證券,申 請儲架額度人民幣30億元,並可在額度內發行多期產品。 新疆新能源擬將其附屬公司榮晟電力及新園電力之部分股權出售予管理人, 出售該等附屬公司部分股權予管理人的代價將按該等附屬公司的評估值及新 ...
新特能源(01799) - 公告 - 修订现有持续关连交易年度上限
2025-10-14 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,概不對因本公告全部或任何部份內容而產生或 因倚賴該等內容而引致的任何損失承擔任何責任。 XINTE ENERGY CO., LTD. 新特能源股份有限公司 (於中華人民共和國註冊成立的股份有限公司) (股份代號:1799) 上市規則涵義 於本公告日期,特變電工直接及間接持有本公司已發行股本總額的約 66.61%,故為本公司的控股股東及關連人士,且本公司與特變電工之間進 行的交易構成本公司的關連交易。 根據上市規則第14A.54條,本公司修訂現有零星服務框架協議項下的年度上 限時須重新遵守上市規則第14A章之相關要求,且由於現有框架協議項下的 訂約方相同,因此根據上市規則第14A.81條,其各自項下擬進行的交易必須 合併計算及被視為一項交易處理。 由於經修訂年度上限(與其他現有框架協議項下的年度上限合併計算後)的 最高適用百分比率超過5%,其須遵守上市規則第14A章的有關申報、年度審 閱、公告及獨立股東批准之規定。 – 1 – 一般事項 獨立董事委員會已成立,就補充框架協議項下經修訂年度上限 ...
港股光伏股早盘走高
Mei Ri Jing Ji Xin Wen· 2025-10-14 02:40
Core Viewpoint - Hong Kong solar stocks experienced a significant rise in early trading, indicating positive market sentiment towards the solar energy sector [1] Company Summaries - Xinyi Solar (00968.HK) saw an increase of 4.84%, trading at HKD 3.68 [1] - Fuyao Glass (06865.HK) also rose by 4.84%, with shares priced at HKD 11.69 [1] - GCL-Poly Energy (03800.HK) increased by 4%, reaching HKD 1.3 [1] - New Energy (01799.HK) experienced a rise of 3.98%, trading at HKD 8.36 [1]
港股异动 | 光伏股早盘走高 行业反内卷或将有新进展 近期中国光伏企业接连签下海外大单
智通财经网· 2025-10-14 02:24
Group 1 - The solar stocks experienced a significant rise, with Xinyi Solar up 4.84% to HKD 3.68, Flat Glass up 4.84% to HKD 11.69, GCL-Poly Energy up 4% to HKD 1.3, and New Energy up 3.98% to HKD 8.36 [1] - Industry insiders expect important policies to be released on October 14, indicating new developments in combating internal competition within the sector [1] - A notification regarding the strengthening of solar capacity regulation is anticipated from relevant authorities [1] Group 2 - Cathay Securities recently stated that the solar industry is experiencing continuous positive catalysts in terms of policy, demand, and performance, which may lead to price increases across the supply chain [2] - The firm believes that the government's focus on addressing vicious competition in the solar sector will have a very positive impact on the industry [2] - The solar sector is currently at a bottoming phase, making it a key area of focus for investors [2]
港股光伏、风电板块震荡走强,金风科技涨超10%
南方财经10月14日电,港股光伏、风电板块震荡走强,金风科技涨超10%,福莱特玻璃涨超7%,新特 能源涨超5%,中广核新能源、龙源电力跟涨。 ...
异动盘点1013|中远海能涨超3%,光伏股集体走低;贝壳跌超3%,霸王茶姬美股跌超2%
贝塔投资智库· 2025-10-13 03:59
Group 1: Hong Kong Stocks - MicroPort Scientific Corporation-B (02252) rose over 3% as it announced that its commercialization process has accelerated, with overseas orders exceeding 60 units [1] - COSCO Shipping Energy Transportation Co., Ltd. (01138) increased over 3% following new sanctions announced by the U.S. OFAC against companies related to Iranian oil exports [1] - InnoCare Pharma-B (09606) gained over 3% as the company is expected to submit its first ADC for listing within the year [1] - Zijin Mining Group International (02259) rose over 4% after completing the acquisition of the Raygorodok gold mine project in Kazakhstan [1] - Hong Kong Travel International (00308) surged over 8% after announcing a proposal for the physical distribution of its tourism real estate business, which is expected to reduce the drag from non-core assets [1] - Kingsoft Corporation (03888) increased over 10% following the Chinese Ministry of Commerce's announcement of export controls on certain overseas rare earth-related items containing Chinese components [1] Group 2: Solar and Insurance Stocks - Solar stocks collectively declined, with Flat Glass Group Co., Ltd. (06865) down over 8%, Xinyi Solar Holdings Limited (00968) down over 7%, and Xinyi Glass Holdings Limited (00868) down over 6%, as the market focuses on capacity clearing and future installation demand [2] - Domestic insurance stocks fell across the board, with New China Life Insurance Co., Ltd. (01336) down over 5%, China Pacific Insurance (Group) Co., Ltd. (02328) down over 3%, and China Life Insurance Company Limited (02628) down nearly 4%, following Tianan Insurance's announcement of a 5.3 billion yuan debt default [2] Group 3: U.S. Stocks - Beike (BEKE.US) fell 3.87% as a report indicated that the sales of the top 100 real estate companies in September increased month-on-month, driven by seasonal factors and policy relaxations [3] - Stellantis (STLA.US) dropped 7.37% after preliminary third-quarter sales data showed a 13% year-on-year increase in global deliveries to 1.3 million units [3] - Intel (INTC.US) decreased 3.78% after revealing details about its new Core Ultra series processors [3] - Venture Global (VG.US) plummeted 24.88% after losing a legal dispute related to LNG cargo sales with BP [4] - Nokia (NOK.US) rose 2.70% after announcing a technology asset licensing agreement with HPE to enhance its AI wireless access network capabilities [4]
光伏股集体走低 抢装潮落幕后装机连续创新低 市场关注产能出清节奏与后续装机需求
Zhi Tong Cai Jing· 2025-10-13 03:22
Core Viewpoint - The photovoltaic stocks have collectively declined, with significant drops in share prices for companies such as 福莱特 (Flat Glass), 信义光能 (Xinyi Solar), and 新特能源 (Xinte Energy) due to a slowdown in installation rates following an initial surge earlier in the year [1] Group 1: Stock Performance - 福莱特 (601865) glass shares fell by 7.24%, trading at 10.76 HKD [1] - 信义光能 (00968) shares decreased by 6.13%, trading at 3.37 HKD [1] - 信义玻璃 (00868) shares dropped by 5.38%, trading at 8.61 HKD [1] - 新特能源 (01799) shares declined by 4.18%, trading at 7.8 HKD [1] Group 2: Industry Trends - The "136 document" issued at the beginning of the year led to a "rush to install" photovoltaic systems, resulting in a year-on-year doubling of new installations [1] - However, this installation rush ended by the end of May, with June, July, and August seeing continuously low installation rates and increasing month-on-month declines [1] - 国信证券 (Guosen Securities) indicated that the future profitability of photovoltaic companies will largely depend on the pace of capacity clearance and the market-driven pricing of on-grid electricity [1] Group 3: Market Outlook - 南华期货 (Nanhua Futures) noted that the market has already priced in the lack of a photovoltaic storage platform as of September, but rumors suggest that such a platform may be established by mid-October [1] - Attention is required on upcoming photovoltaic conferences and market conditions [1] - As November approaches, the market will enter a concentrated cancellation period for polysilicon warehouse receipts, which may lead to significant pressure on the PS2511 contract if there is a lack of buying interest from bulls [1]
港股异动 | 光伏股集体走低 抢装潮落幕后装机连续创新低 市场关注产能出清节奏与后续装机需求
智通财经网· 2025-10-13 03:21
Core Viewpoint - The photovoltaic sector is experiencing a collective decline in stock prices, with significant drops observed in companies such as Fuyao Glass, Xinyi Solar, Xinyi Glass, and New Energy, attributed to a slowdown in installation rates following an initial surge earlier in the year [1] Group 1: Stock Performance - Fuyao Glass (06865) decreased by 7.24%, trading at HKD 10.76 [1] - Xinyi Solar (00968) fell by 6.13%, trading at HKD 3.37 [1] - Xinyi Glass (00868) dropped by 5.38%, trading at HKD 8.61 [1] - New Energy (01799) declined by 4.18%, trading at HKD 7.80 [1] Group 2: Market Dynamics - The "Document No. 136" issued at the beginning of the year led to a "rush to install" solar capacity, resulting in a year-on-year doubling of new installations, which raised industry expectations for annual installation figures [1] - However, the "rush to install" ended in late May, with installation rates in June, July, and August hitting new lows and showing increasing month-on-month declines [1] Group 3: Future Outlook - Guoxin Securities indicated that the profitability of photovoltaic companies will largely depend on the pace of capacity clearance and the market-driven pricing of grid-connected electricity affecting installation demand [1] - Nanhua Futures noted that the market has already priced in the current situation regarding the photovoltaic storage platform not being implemented by September, but there are rumors of its potential launch in mid-October, necessitating close attention to upcoming photovoltaic conferences and market conditions [1] - As November approaches, the market will enter a concentrated cancellation period for polysilicon warehouse receipts as stipulated by the exchange, which may lead to significant pressure on the PS2511 contract if there is a lack of buying interest from bulls [1]