Group 1 - The green power concept in the Hong Kong stock market is experiencing significant strength, with Shanghai Electric rising nearly 14% [1] - Goldwind Technology increased by over 7%, while Dongfang Electric and Flat Glass both rose by over 5% [1] - China Power, China General Nuclear Power, and New Energy Technology saw an increase of 4% [1]

每经AI快讯，10月9日，港股部分光伏股早盘走高，截至发稿，新特能源(01799.HK)涨7.07%，报9.24港 元；福莱特玻璃(06865.HK)涨5.56%，报12.52港元；协鑫科技(03800.HK)涨3.73%，报1.39港元；信义光 能(00968.HK)涨3.22%，报3.85港元。 ...

Core Viewpoint - The solar energy sector is experiencing a price increase across the supply chain, with specific stocks showing significant gains in early trading. Group 1: Stock Performance - New Energy (01799) rose by 7.07%, reaching HKD 9.24 [1] - Flat Glass (06865) increased by 5.56%, reaching HKD 12.52 [1] - GCL-Poly Energy (03800) saw a rise of 3.73%, reaching HKD 1.39 [1] - Xinyi Solar (00968) gained 3.22%, reaching HKD 3.85 [1] Group 2: Price Trends - Since September, prices in the photovoltaic supply chain have been on the rise [1] - Multi-crystalline silicon, silicon wafers, cells, and photovoltaic module prices have all increased, with upstream prices rising more than downstream [1] - Photovoltaic glass prices are recovering due to production cuts by leading companies, reduced industry inventory, and a contraction in supply [1] Group 3: Market Outlook - The overall market is weak following a previous rush for installations, with centralized projects driving installation demand [1] - The stability of terminal module prices and the impact of anti-competitive measures are expected to lead to a stabilization of prices in the photovoltaic supply chain [1]

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9月30日 狀態: 新提交 致：香港交易及結算所有限公司 | 2. 股份分類 | 普通股 | 股份類別 | 其他類別 (請註明) | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | N/A | 說明 | 內資股 | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,053,829,244 RMB | | 1 | RMB | | 1,053,829,244 | | 增加 / 減少 (-) | | | 0 | | | RMB | | | | 本月底結存 | | | 1,053,829,244 RMB | | 1 | RMB | | 1,053,829,244 | 本月底法定/註冊股本總額： RMB 1,430,000,000 FF301 第 1 頁 共 10 頁 v 1.1.1 FF30 ...

Core Viewpoint - Xinjiang New Energy has signed a share transfer agreement with its controlling shareholder, Tebian Electric Apparatus, to acquire 100% of Xuyi Gaochuan for RMB 136.8 million, which will enhance the company's renewable energy operations and financial performance [1]. Group 1: Acquisition Details - The share transfer agreement was signed on September 26, 2025, with a transaction value of RMB 136.8 million [1]. - Xinjiang New Energy currently holds a 91.26% stake in Xuyi Gaochuan, which primarily engages in wind power generation and related equipment sales [1]. Group 2: Business Operations - Xinjiang New Energy focuses on the development, construction, and operation of wind and photovoltaic resources, as well as the research, manufacturing, and sales of inverters and other electrical equipment [1]. - The acquisition will allow Xuyi Gaochuan's financial performance to be consolidated into the group's financial statements, thereby expanding the scale of the renewable energy station operations [1]. Group 3: Strategic Implications - The acquisition is aimed at enhancing the overall competitiveness and profitability of the group, particularly in the renewable energy sector [1]. - The Xuyi project had previously faced land use issues, which have now been rectified, facilitating the A-share listing process [1].

Core Viewpoint - Xinjiang New Energy, a non-wholly owned subsidiary of the company, has signed a share transfer agreement with its controlling shareholder, Tebian Electric Apparatus, to acquire 100% of the equity of Luyi Gaochuan for a consideration of RMB 137 million, which will enhance the company's renewable energy station operations and overall competitiveness and profitability [1]. Group 1 - The acquisition of Luyi Gaochuan will allow the company to consolidate its financial performance into its financial statements, thereby expanding its renewable energy station operations [1]. - Luyi Gaochuan is primarily engaged in wind power generation and the sale of wind power generation equipment, which aligns with the company's focus on renewable energy [1]. - The land issues related to the Luyi project have been rectified, facilitating the company's A-share listing process [1].

Core Viewpoint - Xinjiang New Energy has signed a share transfer agreement with its controlling shareholder, Tebian Electric Apparatus, to acquire 100% of the equity of Xuyi Gaochuan for RMB 136.8 million, which will enhance the company's renewable energy station operations and overall competitiveness [1][1][1] Group 1: Acquisition Details - The share transfer agreement was signed on September 26, 2025, with a transaction value of RMB 136.8 million [1] - Xinjiang New Energy currently holds a 91.26% stake in the target company, which primarily engages in wind energy and photovoltaic resource development, construction, and operation [1][1] - The acquisition will allow the financial performance of Xuyi Gaochuan to be consolidated into the group's financial statements, thereby expanding the scale of the renewable energy station operations [1][1] Group 2: Operational Context - The target company, Xuyi Gaochuan, is involved in wind power generation and the sale of wind power generation equipment and electrical control devices [1] - In 2023, due to land issues related to the Xuyi project, the company temporarily divested the project to Tebian Electric to facilitate an A-share listing [1] - As of the announcement date, the land issues have been rectified, allowing for the integration of Xuyi Gaochuan's operations into the company's renewable energy segment [1][1]

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） 關連交易 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。 收購目標公司股權 收購事項 董事會宣佈，於2025年9月26日，新疆新能源與本公司控股股東特變電工簽署 股權轉讓協議。據此，特變電工同意將盱眙高傳100%股權轉讓給新疆新能源， 經參考盱眙高傳估值報告及公平磋商後，確定代價為人民幣13,680萬元。收 購事項完成後，目標公司將成為本公司的附屬公司，及盱眙高傳的財務業績 將於本集團的財務報表內綜合入賬。 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%，為本公司的控股股東及關連人士。因此，股權轉讓協議項下擬進行 之交易構成本公司之關連交易。由於股權轉讓協議項下擬進行的交易適用的 最高百分比率超過0.1%，但低於5%，故股權轉讓協議項下擬進行的交易須遵 守上市規則第14A章項 ...

Xinte Energy Co., Ltd. （於中華人民共和國註冊成立的股份有限公司） 股票代號：1799 2025 中期報告 Xinte Energy Co., Ltd. (A joint stock company incorporated in the People's Republic of China with limited liability) Stock code : 1799 2025 INTERIM REPORT Interim Report 2025 中期報 告 | 目 | 錄 | | | | --- | --- | --- | --- | | 公司資料 | | | 2 | | 釋義 | | | 4 | | 管理層討論及分析 | | | 9 | | 企業管治 | | | 33 | | 其他資料 | | | 36 | | 合併資產負債表 | | | 46 | | 母公司資產負債表 | | | 49 | | 合併利潤表 | | | 52 | | 母公司利潤表 | | | 55 | | 合併現金流量表 | | | 58 | | 母公司現金流量表 | | | 60 | | 合併股東權益變動表 ...

Group 1 - The core viewpoint is that the price of polysilicon is expected to remain stable in the short term, with future trends dependent on demand improvement and effective implementation of production cut policies in Q4, leading to a substantial improvement in supply-demand dynamics [1] - The report anticipates a return to normal profitability for the industry by 2026, with leading companies benefiting from significant technological and cost advantages post-capacity clearance, recommending a focus on New Energy (01799) and GCL-Poly Energy (03800) [1] - Currently, there are about 10 polysilicon producers operating, with overall operating rates remaining relatively low and stable supply of silicon materials. In September, domestic polysilicon production is expected to be around 130,000 tons, which still exceeds downstream demand [1] Group 2 - The report highlights that polysilicon inventory remains above 400,000 tons, with a slight accumulation trend due to weak market demand and ongoing supply surplus. This is compounded by self-discipline in production cuts and strong policy expectations from the government [2] - The market is experiencing a divergence between producers' pricing and actual market transaction prices, driven by high inventory levels and reduced mainstream order volumes, leading to expectations of short-term price stability at high levels [2]