Group 1 - The project involves the construction of a hydrogen production system with a capacity of 16,000 Nm3/h, a hydrogen storage system of 8,000 Nm3, and a 40 MW hydrogen fuel cell power generation system [1][2] - Hebei Guochuang Hydrogen Energy Technology Co., Ltd. is the project owner, and it is an investment enterprise of Beijing Yihuatong Technology Co., Ltd., indicating a strategic alignment in developing a hydrogen energy industrial ecosystem in Zhangjiakou [1][2] - The project aims to enhance domestic hydrogen production technology and provide a reference for the cost reduction of green hydrogen, promoting its application in transportation, industry, and energy sectors [1][2] Group 2 - The hydrogen storage system will serve as a demonstration project, offering valuable experience for future large-scale hydrogen storage projects, including aspects like technology selection and project management [2] - The project establishes a new chain linking renewable energy, green hydrogen, and low-carbon applications, exploring a dual-driven model of green electricity and green hydrogen for economic development [2] - Yihuatong's influence in the hydrogen energy industry is expected to increase, helping to solidify its leading position in the domestic market [2]

Core Insights - The article highlights significant changes in the stock holdings of various companies in the Hong Kong Stock Connect, with notable increases and decreases in ownership percentages [1][2]. Group 1: Companies with Increased Holdings - Yihua Tong (02402) saw the largest increase in stock holdings, rising by 14.82% to a total holding of 24.14% [2]. - Hong Kong Broadband (01310) experienced a 4.71% increase, bringing its holding to 4.99% [2]. - Dongfang Electric (01072) had a 2.17% increase, resulting in a holding of 39.16% [2]. - Other companies with notable increases include Beijing Machinery (00187) (+1.99%, 53.15%), and East Jiang Environmental Protection (00895) (+1.69%, 43.93%) [2]. Group 2: Companies with Decreased Holdings - Longpan Technology (02465) faced the largest decrease, with a drop of 3.69% to a holding of 47.77% [2]. - Shandong Molong (00568) saw a decrease of 1.44%, resulting in a holding of 53.78% [2]. - Da Zhong Public Utilities (01635) decreased by 1.39%, with a holding of 33.57% [2]. - Other companies with significant decreases include Huahong Semiconductor (01347) (-1.16%, 23.26%) and Jintian Copper (-1.10%, 24.66%) [2]. Group 3: Five-Day Changes in Holdings - Over the last five trading days, Yihua Tong (02402) had the highest increase of 14.99%, maintaining a holding of 24.14% [3]. - Tongyuan Kang Pharmaceutical-B (02410) increased by 7.60%, reaching a holding of 24.20% [3]. - Changfei Optical Fiber (06869) rose by 7.41%, with a holding of 69.80% [3]. - Companies with notable decreases include Shandong Molong (00568) (-3.89%, 53.78%) and Baiguoyuan Group (02411) (-3.55%, 9.28%) [3]. Group 4: Twenty-Day Changes in Holdings - In the last twenty days, Yihua Tong (02402) increased by 14.87%, holding at 24.14% [4]. - Changfei Optical Fiber (06869) saw a rise of 13.73%, maintaining a holding of 69.80% [4]. - Zhongyuan Marine Energy (01138) increased by 12.27%, with a holding of 68.92% [4].

香港联交所最新资料显示，9月22日，亿华通(02402)股东将股票由香港上海汇丰银行转入港股通(沪)， 转仓市值1.47亿港元，占比15.93%。 亿华通近期发布公告称，终止发行股份购买旭阳氢能的100%股权并募集配套资金事项，终止交易的原 因是由于交易相关方未能就最终方案达成一致意见。根据此前公告，旭阳集团拟以旭阳氢能的全部股权 换取亿华通A股股份。 ...

智通财经APP获悉，香港联交所最新资料显示，9月22日，亿华通(02402)股东将股票由香港上海汇丰银 行转入港股通(沪)，转仓市值1.47亿港元，占比15.93%。 亿华通近期发布公告称，终止发行股份购买旭阳氢能的100%股权并募集配套资金事项，终止交易的原 因是由于交易相关方未能就最终方案达成一致意见。根据此前公告，旭阳集团拟以旭阳氢能的全部股权 换取亿华通A股股份。 ...

Market Overview - The battery sector increased by 0.74% compared to the previous trading day, with Yihua Tong leading the gains [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Top Gainers in the Battery Sector - Yihua Tong (688339) closed at 28.91, up 11.41% with a trading volume of 222,200 shares and a transaction value of 632 million yuan [1] - Keda Li (002850) closed at 173.78, up 8.71% with a trading volume of 114,800 shares and a transaction value of 1.924 billion yuan [1] - Anfu Technology (603031) closed at 44.15, up 7.95% with a trading volume of 152,300 shares [1] - Other notable gainers include Xian Dao Intelligent (300450), Jin Yinhe (300619), and Jin Yang Co. (301210) with respective increases of 5.92%, 5.68%, and 5.45% [1] Decliners in the Battery Sector - XD Tianhong Lithium (873152) closed at 32.72, down 7.99% with a trading volume of 116,300 shares and a transaction value of 385 million yuan [2] - Yuanhang Precision (833914) closed at 37.31, down 6.14% with a trading volume of 39,400 shares [2] - Tianji Co. (002759) closed at 15.10, down 4.19% with a trading volume of 788,000 shares and a transaction value of 1.187 billion yuan [2] Capital Flow Analysis - The battery sector experienced a net outflow of 1.968 billion yuan from institutional investors, while retail investors saw a net inflow of 1.812 billion yuan [2] - Notable net inflows from retail investors were observed in Keda Li (002850) and Xian Dao Intelligent (300450) [3] - The main capital inflow was directed towards Anfu Technology (603031) with a net inflow of 89.9 million yuan [3]

Market Updates - UBTECH (09880) rose over 4% after signing a global strategic cooperation agreement with Cloud Intelligence Technology on September 21, with initial orders expected to be fulfilled [1] - Changfei Fiber Optics (06869) fell over 2% as shareholders reduced their holdings by a total of 10% in H-shares, with no significant impact on financial data from the hollow-core fiber [1] - Gold stocks mostly increased, with Lingbao Gold (03330) up over 4%, Zhaojin Mining (01818) up over 3%, China Silver Group (00815) up over 4%, and Shandong Gold (01787) up over 3%. The Federal Reserve's interest rate cut is expected to support a fluctuating upward trend in gold prices [1] - Yihuatong (02402) surged over 18% after partnering with Toyota to establish a fuel cell company and announcing the termination of the acquisition of Xuyang Hydrogen Energy [1] - WuXi AppTec (02268) increased over 6% after finalizing a subscription agreement that will raise WuXi Biologics' stake to over 50% [1] - Hong Kong Broadband (01310) dropped over 3% after announcing a share placement by its controlling shareholder, China Mobile Hong Kong, to restore public shareholding [1] - Huiju Technology (01729) rose over 10% following a strategic cooperation agreement with OpenAI to develop a revolutionary AI device for consumers [1] Shipping Sector - Shipping stocks experienced significant declines, with China Merchants Energy (01138) down over 6%, Seaspan (01308) down over 5%, Orient Overseas International (00316) down over 4%, and China Merchants Industry Holdings (01919) down over 4%. The Shanghai Shipping Exchange reported weak demand for Chinese export container transport, leading to continued adjustments in ocean freight rates [2] US Market Highlights - Pony.ai (PONY.US) increased by 18.55% as the CFO announced expectations to achieve key profit targets by early 2026 [3] - FedEx (FDX.US) rose 2.32% with projected revenue growth of up to 6% this year, exceeding analyst forecasts [3] - JD.com (JD.US) saw a 0.86% increase, with the iPhone 17 series achieving record sales within the first minute of pre-sale [3] - XPeng Motors (XPEV.US) rose 1.74%, reporting a 137% year-on-year increase in overseas deliveries from January to August [3] - ZTO Express (ZTO.US) fell 0.96%, with analysts noting a significant rebound in express delivery prices in August [3] - WeRide (WRD.US) surged 10.23% after its autonomous bus Robobus received Belgium's first federal-level L4 autonomous driving test license [3] - Tesla (TSLA.US) rose 2.21% as Baird upgraded its rating to "outperform," with expectations for significant stock price increases [4] - Apple (AAPL.US) increased by 3.20% following the successful launch of the iPhone 17 series on September 19 [4] - Quantum Song (QSG.US) rose 13.22%, with the chairman announcing a focus on the trendy toy sector [4]

每经AI快讯，9月22日，亿华通(02402.HK)早盘涨超25%，截至发稿，涨25.29%，报32.3港元，成交额 2.76亿港元。 ...

Group 1 - Yihuatong (02402) saw a significant increase of over 25% in early trading, reaching a price of 32.3 HKD with a trading volume of 276 million HKD [1] - A new company, Huafeng Fuel Cell (Lüliang) Co., Ltd., has been established with a registered capital of 10 million CNY, focusing on battery manufacturing and sales, among other automotive parts [1] - Huafeng Fuel Cell Co., Ltd. is fully owned by Huafeng Fuel Cell (Lüliang) Co., Ltd., which is jointly held by Toyota Motor Corporation and Yihuatong [1] Group 2 - Yihuatong announced the termination of its plan to acquire 100% of Xuyang Hydrogen Energy and raise matching funds due to a lack of consensus among the parties involved [1] - Previously, Xuyang Group intended to exchange the entire equity of Xuyang Hydrogen Energy for Yihuatong A-shares, with an investment of up to 550 million CNY to subscribe for Yihuatong A-shares [1] - If the transaction had been completed, it was expected that Yihuatong's controlling shareholder would change to Xuyang Group [1]

Group 1 - Fuel cell and hydrogen energy concept stocks have shown strong performance, with Yihuatong rising nearly 15% [1] - Other companies such as Compton, Quanchai Power, Xizijieneng, and Jingcheng Co. also experienced significant gains [1]

Group 1 - Yihuatong (02402) saw a significant increase in stock price, rising over 25% to 32.3 HKD with a trading volume of 276 million HKD [1] - A new company, Huafeng Fuel Cell (Lvliang) Co., Ltd., has been established with a registered capital of 10 million CNY, focusing on battery manufacturing and sales, among other activities [1] - Huafeng Fuel Cell is wholly owned by Huafeng Fuel Cell Co., Ltd., which is jointly held by Toyota Motor Corporation and Yihuatong [1] Group 2 - Yihuatong announced the termination of its plan to acquire 100% of Xuyang Hydrogen Energy due to a lack of consensus among the parties involved [1] - Xuyang Group intended to exchange all shares of Xuyang Hydrogen Energy for Yihuatong A-shares and planned to invest up to 550 million CNY in Yihuatong A-shares [1] - If the transaction had been completed, it would have resulted in a change of control for Yihuatong to Xuyang Group [1]