GUOFUHEE(02582)
Search documents
港股收评:恒指跌1.17%、科指跌1.05%,军工、煤炭及半导体板块走高,科网股、券商股表现疲软
Jin Rong Jie· 2026-01-08 08:16
Market Performance - The Hong Kong stock market opened lower and closed with a slight rebound, with the Hang Seng Index down 1.17% at 26,149.31 points, the Hang Seng Tech Index down 1.05% at 5,678.34 points, and the National Enterprises Index down 1.09% at 9,039.34 points [1] - Major tech stocks declined, with Alibaba down 2.26%, Tencent down 1.36%, JD.com down 2.02%, and Meituan down 3.35% [1] - The semiconductor sector saw gains, with Shanghai Fudan up over 5% and Huahong Semiconductor up over 2% [1] - Coal stocks led the gains, with Jinma Energy up over 11% [1] Company News - Xinyi International (00732.HK) reported a cumulative net operating revenue of approximately HKD 16.534 billion for 2025, a decrease of about 7.3% year-on-year [2] - China Overseas Development (00688.HK) reported a cumulative contract property sales amount of approximately RMB 251.231 billion for 2025, down 19.1% year-on-year [2] - Greentown China (03900.HK) reported a total contract sales amount of approximately RMB 251.9 billion for 2025, a decrease of 9% [2] - China Overseas Hongyang Group (00081.HK) achieved a contract sales amount of RMB 2.57 billion for December 2025, down 43.9% year-on-year [3] Strategic Developments - China Carbon Neutrality (01372.HK) signed a tripartite strategic cooperation agreement with China Tower and China Recycled Resources to jointly create a lithium battery circular economy ecosystem [4] - Guofu Hydrogen Energy (02582.HK) entered into a pre-purchase order agreement for hydrogen energy project equipment in Tasmania, Australia [4] - Lijun Pharmaceutical (01513.HK) had its Lecanemab injection included in the priority review and approval process [4] Stock Buybacks - Xiaomi Group (01810.HK) repurchased 3.9 million shares for HKD 149 million at prices between HKD 38.12 and HKD 38.20 [9] - Tencent Holdings (00700.HK) repurchased 1.023 million shares for HKD 636 million at prices between HKD 615.5 and HKD 628 [9] - Geely Automobile (00175.HK) repurchased 3.388 million shares for HKD 59.156 million at prices between HKD 17.38 and HKD 17.65 [10] Institutional Insights - Guolian Securities remains optimistic about the AI value reassessment trend in China, suggesting a focus on platform-based internet companies with computational resources and model capabilities [12] - Guoyuan International notes that the Hong Kong stock market is currently in a relatively flat period, awaiting further catalysts, with potential inflows of new capital following the announcement of the new Federal Reserve Chairman [13] - Qianhai Open Source's Yang Delong predicts that the Hong Kong stock market, including the Hang Seng Index and Hang Seng Tech Index, may regain upward momentum in 2026, driven by capital inflows [13]
国富氢能就位于澳洲塔斯马尼亚氢能项目的采购事宜订立预购订单协议
Zhi Tong Cai Jing· 2026-01-07 10:20
签订协议乃本集团落实国际化策略及于氢能市场建立全球布局的关键举措之一。倘协议项下拟进行的交 易以及与澳洲领先企业的合作得以落实,或将对本公司快速进军澳洲市场、降低独立开发项目风险及提 升本公司品牌国际影响力带来正面影响。 国富氢能(02582)发布公告,于2025年12月29日,本公司与Line Hydrogen(Australia)Pty Ltd(一家根据澳洲 法律成立,并由本公司持有14%的公司)就位于澳洲塔斯马尼亚氢能项目(塔斯马尼亚氢能项目)的采购事 宜订立预购订单协议(协议),包括但不限于(a)水电解制氢成套设备;(b)加氢站成套设备(含充装站);(c)多 单元气体容器(MEGC)设备;以及(d)与上述设备相关的安装、调试、技术培训及运维服务,惟须待正式采 购协议或采购订单签订后方为有效。 ...
国富氢能(02582.HK)与Line Hydrogen (Australia) Pty Ltd就塔斯马尼亚氢能项目订立预购协议
Ge Long Hui· 2026-01-07 10:20
签订协议乃集团落实国际化策略及于氢能市场建立全球布局的关键举措之一。倘协议项下拟进行的交易 以及与澳洲领先企业的合作得以落实,或将对公司快速进军澳洲市场、降低独立开发项目风险及提升公 司品牌国际影响力带来正面影响。 国富氢能(02582.HK)公告,于2025年12月29日,公司与Line Hydrogen (Australia) Pty Ltd(一家根据澳洲 法律成立,并由公司持有14%的公司)就位于澳洲塔斯马尼亚氢能项目("塔斯马尼亚氢能项目")的采购事 宜订立预购订单协议,包括但不限于(a)水电解制氢成套设备;(b)加氢站成套设备(含充装站);(c)多单 元气体容器(MEGC)设备;以及(d)与上述设备相关的安装、调试、技术培训及运维服务,惟须待正式采 购协议或采购订单签订后方为有效。 ...
国富氢能(02582)就位于澳洲塔斯马尼亚氢能项目的采购事宜订立预购订单协议
智通财经网· 2026-01-07 10:15
签订协议乃本集团落实国际化策略及于氢能市场建立全球布局的关键举措之一。倘协议项下拟进行的交 易以及与澳洲领先企业的合作得以落实,或将对本公司快速进军澳洲市场、降低独立开发项目风险及提 升本公司品牌国际影响力带来正面影响。 智通财经APP讯,国富氢能(02582)发布公告,于2025年12月29日,本公司与Line Hydrogen (Australia) Pty Ltd( 一家根据澳洲法律成立,并由本公司持有14%的公司)就位于澳洲塔斯马尼亚氢能项目(塔斯马 尼亚氢能项目)的采购事宜订立预购订单协议(协议),包括但不限于(a)水电解制氢成套设备;(b)加氢站成 套设备(含充装站);(c)多单元气体容器(MEGC)设备;以及(d) 与上述设备相关的安装、调试、技术培训及 运维服务,惟须待正式采购协议或采购订单签订后方为有效。 ...
国富氢能(02582) - 自愿公告 - 业务更新
2026-01-07 10:08
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。 Jiangsu Guofu Hydrogen Energy Equipment Co., Ltd. 江蘇國富氫能技術裝備股份有限公司 (於中華人民共和國註冊成立的股份有限公司) (股份代號:02582) 自願公告 業務更新 本公司股東及投資者務請注意,本公告乃作為自願公告刊發,以令公眾人士了解本公司 之最新業務發展。協議項下擬進行的交易須待正式採購協議或採購訂單簽訂後,方為有 效;而本集團國際化及海外策略(包括澳洲)之成功實施,則取決於(其中包括)全球氫能 產業及其技術發展、各國針對氫能產業之國家政策等因素。本公司股東及潛在投資者於 買賣本公司H股時務請審慎行事。 承董事會命 江蘇國富氫能技術裝備股份有限公司 本公告乃由江蘇國富氫能技術裝備股份有限公司(「本公司」,連同其附屬公司統稱「本集 團」)自願作出。本公司董事會(「董事會」)謹此向本公司股東及潛在投資者更新本集團 的最新業務發展。 董事會欣然宣佈 ...
国富氢能(02582) - 截至二零二五年十二月三十一日止月份之股份发行人的证券变动月报表
2026-01-06 08:31
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12月31日 狀態: 新提交 呈交日期: 2026年1月6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) | 02582 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 89,995,146 | RMB | | 1 RMB | | 89,995,146 | | 增加 / 減少 (-) | | | 4,858,350 | | | RMB | | 4,858,350 | | 本月底結存 | | | 94,853,496 | RMB | | 1 RMB | | 94,853,496 | | 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) ...
异动盘点0106 |内险股延续涨势, 不同集团反弹超34%;美国大型银行股走高,Datavault AI暴涨42.57%
贝塔投资智库· 2026-01-06 04:00
Group 1: Insurance Sector - The insurance sector continues to rise, with China Ping An (02318) up 5.17%, New China Life (01336) up 4.14%, China Life (02628) up 4.83%, and China Pacific Insurance (02601) up 3.29%. The National Financial Regulatory Administration reported that the insurance industry achieved a total premium income of 57,629 billion yuan, a year-on-year increase of 7.6% for the first 11 months of 2025 [1][2]. Group 2: Hydrogen Energy - Guofu Hydrogen Energy (02582) saw a rise of over 7.2% after announcing the delivery of a total of 424 sets of vehicle-mounted high-pressure hydrogen supply systems to clients, which will be used in fuel cell buses in Guangzhou [1]. Group 3: Coal Sector - Coal stocks collectively rose, with China Coal Energy (01898) up 4.33%, Yanzhou Coal Mining (01171) up 3.18%, and China Shenhua Energy (01088) up 2.31%. Since late November, port thermal coal prices have been on a downward trend, dropping from a high of 834 yuan/ton to a low of 670 yuan/ton, before rebounding on December 31, increasing by 8 yuan/ton to 678 yuan/ton [1]. Group 4: Solar Energy and AI - Junda Co., Ltd. (02865) increased by over 6.1% following a report from Guotai Junan that Elon Musk proposed a plan to deploy 100GW of solar AI satellites annually, driving demand for space photovoltaic technology [1]. Group 5: Lithium Mining - Lithium stocks were active, with Ganfeng Lithium (01772) up 4.22% and Tianqi Lithium (09696) up 2.85%. After breaking through the 130,000 yuan/ton mark, lithium carbonate futures surged over 8%, reaching a high of 137,760 yuan/ton [2]. Group 6: Real Estate Sector - Domestic real estate stocks continued to rise, with Beike-W (02423) up 3.44%, Longfor Group (00960) up 5.24%, China Jinmao (00817) up 5.34%, and China Resources Land (01109) up 3.64%. An article published in "Qiushi" magazine emphasized the need to improve and stabilize expectations in the real estate market [2]. Group 7: Baby Products - Different Group (06090) rebounded by over 34.99%. According to a report from China Merchants Securities, the company is positioned as a mid-to-high-end baby products brand with strong product development and channel expansion capabilities, targeting middle-class and high-net-worth consumers [3]. Group 8: Mining Sector - Zijin Mining (02899) rose nearly 6%, reaching a historical high. The company recently announced an annual profit forecast of 51 to 52 billion yuan, an increase of approximately 18.9 to 19.9 billion yuan compared to the previous year's profit of 32.051 billion yuan, representing a year-on-year growth of about 59% to 62% [3]. Group 9: U.S. Stock Market - The Dow Jones Industrial Average broke through 49,000 points, rising 1.3%, with major U.S. bank stocks reaching historical highs. Goldman Sachs (GS.US) rose 3.73%, JPMorgan Chase (JPM.US) rose 2.63%, and Morgan Stanley (MS.US) rose 2.55%. The U.S. ISM reported that the manufacturing PMI fell to 47.9 in December, below the expected 48.4 [4]. Group 10: Precious Metals - U.S. precious metal stocks collectively strengthened, with Hecla Mining (HL.US) up 4.56% and Barrick Gold (B.US) up 3.77%. Spot gold surged 2.5%, reclaiming the $4,400 mark, while spot silver rose 5%, surpassing $76 [4]. Group 11: AI and Technology - Datavault AI (DVLT.US) surged 42.57%, with a cumulative increase of 180% over three trading days after signing a procurement agreement with AP Global Holdings LLC for infrastructure and cybersecurity services [5]. Group 12: Bitcoin and Related Stocks - Bitcoin briefly reached the $93,000 mark, with related stocks rising, including Strategy (MSTR.US) up 4.81% and Coinbase (COIN.US) up 7.77% [6]. Group 13: Oil Sector - Oil stocks saw significant pre-market gains, with Chevron (CVX.US) up 5.1% and ConocoPhillips (COP.US) up 2.59%. Reports indicated that the U.S. had captured Venezuelan President Maduro through military action, leading to a strong performance in oil and gas services [7].
港股国富氢能一度涨超8%
Mei Ri Jing Ji Xin Wen· 2026-01-06 03:29
每经AI快讯,国富氢能(02582.HK)一度涨超8%,截至发稿,涨7.29%,报28.84港元,成交额6365.31万 港元。 ...
国富氢能现涨超8% 公司已向客户完成交付合共424套车载高压供氢系统
Zhi Tong Cai Jing· 2026-01-06 03:18
消息面上,国富氢能宣布,集团已向其客户完成交付合共424套车载高压供氢系统,该系统将应用于广 州市的燃料电池巴士。集团是次交付为广州大规模商业运营的氢燃料电池巴士(属中国规模最大的氢能 巴士项目)提供高效氢能供应。集团交付的424套车载高压供氢系统,乃集团独立开发及制造的产品,具 备安全性高、可靠性强及环境适应性佳等特点,是氢燃料电池车辆的核心关键组件之一。 国富氢能(02582)现涨超8%,截至发稿,涨7.29%,报28.84港元,成交额6365.31万港元。 ...
港股异动 | 国富氢能(02582)现涨超8% 公司已向客户完成交付合共424套车载高压供氢系统
智通财经网· 2026-01-06 03:13
智通财经APP获悉,国富氢能(02582)现涨超8%,截至发稿,涨7.29%,报28.84港元,成交额6365.31万 港元。 消息面上,国富氢能宣布,集团已向其客户完成交付合共424套车载高压供氢系统,该系统将应用于广 州市的燃料电池巴士。集团是次交付为广州大规模商业运营的氢燃料电池巴士(属中国规模最大的氢能 巴士项目)提供高效氢能供应。集团交付的424套车载高压供氢系统,乃集团独立开发及制造的产品,具 备安全性高、可靠性强及环境适应性佳等特点,是氢燃料电池车辆的核心关键组件之一。 ...