Group 1 - Ningbo Bangpu Times New Energy Co., Ltd. reduced its stake in Liqian Resources (02245) by 5.8492 million shares at a price of HKD 15.5027 per share, totaling approximately HKD 90.6784 million [1] - After the transaction, the latest shareholding number is approximately 43.3284 million shares, representing a holding percentage of 7.87% [1] - The transaction involves related parties: Guangdong Bangpu Recycling Technology Co., Ltd. and Hong Kong Bangpu Times New Energy Co., Ltd. [1]

本次交易涉及关联方：广东邦普循环科技有限公司、香港邦普时代新能源有限公司。 智通财经APP获悉，香港联交所最新资料显示，9月10日，宁波邦普时代新能源有限公司减持力勤资源 (02245)584.92万股，每股作价15.5027港元，总金额约为9067.84万港元。减持后最新持股数目约4332.84 万股，最新持股比例为7.87%。 ...

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，並明確表示概不會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。 Lygend Resources & Technology Co., Ltd. 寧波力勤資源科技股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2245） 於二零二五年九月十一日（星期四）舉行的股東特別大會之表決結果 寧波力勤資源科技股份有限公司（「本公司」）已於二零二五年九月十一日上午十時正假 座中華人民共和國浙江省寧波市鄞州區光華路299弄研發園C10幢10樓舉行股東特別大 會（「股東特別大會」）。股東特別大會乃根據中國公司法及本公司組織章程細則的規定舉 行。 除上文所披露者外，就董事所深知、盡悉及確信，概無其他股東須於股東特別大會上放 棄投票。因此，合共1,292,377,600股股份（佔本公司已發行股份約83%）賦予獨立股東權 利出席並投票贊成或反對有關第1項至第3項決議案，合共持有1,045,583,459股投票權股 份（佔本公司已發行股份約67%）的股東已出席股東特別大 ...

Core Viewpoint - Liken Resources (02245) reported significant growth in its mid-year results for 2025, with revenue and profit both showing substantial increases, driven by enhanced production capabilities and optimized operations [1] Company Summary - Liken Resources' revenue reached approximately 18.1466 billion HKD, marking a year-on-year increase of 66.8% [1] - The profit attributable to the parent company was around 1.426 billion HKD, reflecting a 143.0% increase compared to the previous year [1] - Earnings per share stood at 0.92 HKD [1] - The growth in revenue and profit was primarily due to a significant increase in the production of hydrometallurgical products such as nickel-cobalt hydroxide and pyrometallurgical products like nickel iron, attributed to the full operation of the ONC project and the production release from the KPS project [1] - The company also focused on optimizing its product structure, implementing refined cost control management, and improving production processes through technological advancements, which further enhanced profitability [1] Industry Summary - According to Minsheng Securities, expectations for a Federal Reserve interest rate cut have risen, coupled with improved seasonal demand during the "Golden September and Silver October" period, indicating strong upward momentum for industrial metal prices [1] - The cobalt market is expected to see continued price strength due to ongoing inventory digestion in the domestic cobalt supply chain and seasonal demand expectations [1] - In the nickel sector, limited spot supply from nickel salt plants, along with high raw material cost pressures, is supporting ongoing increases in nickel salt prices [1]

Core Viewpoint - Liken Resources (02245) reported significant growth in both revenue and profit for the first half of 2025, driven by increased production from key projects and improved operational efficiency [1] Company Summary - Liken Resources' revenue reached approximately 18.1466 billion HKD, marking a year-on-year increase of 66.8% [1] - The profit attributable to the parent company was around 1.426 billion HKD, reflecting a substantial year-on-year growth of 143.0% [1] - Earnings per share stood at 0.92 HKD [1] - The growth in revenue and profit was primarily due to a significant increase in the production of hydrometallurgical products (nickel hydroxide and cobalt) and pyrometallurgical products (nickel iron) [1] - The ONC project achieved full production capacity, and the KPS project contributed to increased output [1] - The company optimized its product structure and implemented refined cost control measures, along with technological improvements to enhance production processes and profitability [1] Industry Summary - According to Minsheng Securities, expectations for a Federal Reserve interest rate cut have risen, coupled with improved demand expectations during the "Golden September and Silver October" peak season, indicating strong upward momentum for industrial metal prices [1] - The cobalt market is expected to see continued price strength due to ongoing inventory digestion in the domestic cobalt supply chain and seasonal demand expectations [1] - In the nickel sector, limited spot supply from nickel salt plants and high raw material cost pressures are supporting ongoing increases in nickel salt prices [1]

Group 1 - The article provides a list of Hong Kong listed companies along with their upcoming shareholder meeting dates and earnings announcement dates [1][2][3] - Companies mentioned include Jiangnan Buyi, Zhongguancun Technology Leasing, Huatai Ruilin, and many others, indicating a diverse range of sectors represented [3][4] - Dividend distribution dates are highlighted for several companies, such as Beijing Waterworks Group and Evergrande Group, which may attract investor interest [3][4] Group 2 - The document outlines specific companies that will have their earnings announced or shareholder meetings scheduled, which is crucial for investors tracking performance [3][4] - The inclusion of dividend payment dates for companies like NetEase and Hong Kong Electric indicates potential income opportunities for shareholders [3][4] - The information serves as a resource for investors to plan their investment strategies based on upcoming corporate events [1][2][3]

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: 寧波力勤資源科技股份有限公司 呈交日期: 2025年9月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02245 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 550,694,291 | RMB | | 1 RMB | | 550,694,291 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 550,694,291 | RMB | | 1 RMB | | 550,694,291 | | 2. 股份分類 | 普通股 | 股份類別 | 其他類別 ...

Core Viewpoint - Liken Resources (02245) reported significant growth in both revenue and profit for the first half of 2025, driven by increased production and operational efficiency [1] Financial Performance - Revenue reached approximately 18.1466 billion HKD, representing a year-on-year increase of 66.8% [1] - Profit attributable to the parent company was around 1.426 billion HKD, up 143.0% compared to the previous year [1] - Earnings per share stood at 0.92 HKD [1] Production and Operational Highlights - The growth in revenue and profit was primarily due to a substantial increase in the production of hydrometallurgical products such as nickel-cobalt hydroxide and pyrometallurgical products like nickel iron [1] - The increase in production was attributed to the full operational capacity of the ONC project and the production release from the KPS project [1] - The company optimized its product structure and implemented refined cost control management, along with technological improvements to enhance production processes and profitability [1]

Core Viewpoint - Liken Resources (02245) reported significant growth in both revenue and profit for the first half of 2025, driven by increased production and operational efficiency [1] Financial Performance - Revenue for the period reached approximately 18.1466 billion HKD, representing a year-on-year increase of 66.8% [1] - Profit attributable to the parent company was around 1.426 billion HKD, showing a substantial increase of 143.0% compared to the previous year [1] - Earnings per share stood at 0.92 HKD [1] Production and Operational Highlights - The growth in revenue and profit was primarily due to a significant increase in the production of hydrometallurgical products such as nickel hydroxide and pyrometallurgical products like nickel iron [1] - The increase in production was attributed to the full operational capacity of the ONC project and the production release from the KPS project [1] - The company optimized its product structure and implemented refined cost control management, along with technological improvements to enhance production processes and profitability [1]

Core Insights - The long-term demand for nickel is widely recognized, but the efficient development of low-grade nickel laterite ores remains a bottleneck for the industry [1] - Companies that can overcome technical challenges and align with Indonesia's transformation from a resource exporter to an industrial hub will gain a competitive edge in the nickel industry [1] - Liqin Resources has seen its stock price increase by over 130% in the past year, significantly outperforming the market, due to its integration of Chinese technology and Indonesian resources [1] Industry Dynamics - The global nickel industry is undergoing a dual transformation characterized by "supply-demand dynamics" and "technological iteration" [2] - Nickel prices fell to a near-term low of 115,000 RMB/ton in April due to U.S. tariffs, but have since stabilized between 120,000 and 130,000 RMB/ton [2] - Major companies like Norilsk Nickel and Glencore announced production cuts, with Norilsk's nickel output down 4% and Glencore's down 7% year-on-year [2] - The stainless steel sector is recovering, with China's crude steel production up 5.17% year-on-year, while the demand for battery-grade nickel remains strong due to the high nickel content trend in batteries [2] Technological Innovation - Liqin Resources has adopted the third-generation HPAL hydrometallurgical process, which is one of the most advanced technologies for processing low-grade nickel laterite ores [3] - This technology has achieved a rapid production ramp-up record within two months and significantly improved nickel-cobalt recovery rates, positioning it among the lowest-cost nickel-cobalt production projects globally [3] - During the industry downturn, Liqin's low-cost advantage allowed it to gain market share as high-cost capacities were forced out [3] Strategic Positioning in Indonesia - Liqin Resources exemplifies the integration of Chinese technology with global resources, aligning with Indonesia's shift from resource exportation to deep processing [4] - Indonesia's nickel-related product exports are projected to reach $33.9 billion in 2024, marking a historic high and validating the country's industrial upgrade strategy [4] - The company operates HPAL and RKEF projects in collaboration with Indonesian partners, ensuring a "mine-to-metal" integration [5] Environmental and Social Responsibility - Liqin Resources emphasizes green development, with the first wet tailings demonstration facility in Indonesia set to enhance resource utilization and address environmental concerns [6] - This initiative aligns with Indonesia's industrial upgrade requirements and supports the "Belt and Road" green development initiative [6] Competitive Advantages - Liqin Resources has built a dual-base supply network in Indonesia and the Philippines, ensuring stable supply and mitigating regional supply fluctuations [7] - The company employs a "wet and dry" technology synergy, producing battery-grade nickel sulfate and nickel iron to cater to both the new energy and traditional industrial markets [7] - The integration of ESG principles into operations enhances long-term customer loyalty and positions the company favorably in a market with increasing ESG scrutiny [8] Conclusion - Liqin Resources' strong performance in the Hong Kong stock market is attributed to its established ecological moat and strategic positioning in the nickel industry [9] - The company's global procurement network, dual technology approach, and long-term customer contracts have transformed it into an ecological platform connecting global nickel resources with end-user demand [9] - The current nickel price fluctuations serve as a test of the company's competitive strength, with its cost advantages and technological innovations poised to capture market share and drive growth [10]