Core Viewpoint - Guofu Hydrogen Energy (02582) announced the issuance of 90,000 shares due to the exercise of warrants on September 5, 2025 [1] Summary by Category - **Company Actions** - The company will issue 90,000 shares as a result of the exercise of warrants [1]

Core Points - Guofu Hydrogen Energy (02582) announced the issuance of 90,000 shares due to the exercise of warrants on September 5, 2025 [1] Company Summary - The company is engaging in the issuance of shares as a result of warrant exercises, indicating potential capital raising activities [1]

格隆汇9月5日丨国富氢能(02582.HK)发布公告，根据认购协议，于2025年9月5日因认股权证行使而发行 9万股H股。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 江蘇國富氫能技術裝備股份有限公司 呈交日期： 2025年9月5日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 | | 是 | | | | 證券代號 (如上市) | 02582 | 說明 | | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | ...

Group 1 - The core viewpoint of the news is the collaboration between Guofu Hydrogen Energy and Fastpack to establish a joint venture in Chile, focusing on the hydrogen energy market and localizing the assembly of electrolyzers [1][2] - The joint venture aims to promote three key initiatives: local assembly of electrolyzers in Chile, development of hydrogen supply chain systems tailored to regional needs, and joint development of hydrogen production solutions leveraging local renewable energy resources [1] - The partnership will gradually expand from Chile to surrounding Latin American markets, facilitating the application of green hydrogen technology in industrial decarbonization and transportation [1] Group 2 - This collaboration represents an important strategic move for Guofu Hydrogen Energy to penetrate the Latin American hydrogen market and provides a practical path for cross-regional cooperation in hydrogen equipment technology [2] - The future operation of the joint venture will enhance the "technology output - local manufacturing - market application" chain, ensuring that hydrogen equipment meets the energy transition needs of the Latin American region [2]

Core Viewpoint - The hydrogen fuel cell industry is transitioning from a "policy demonstration-driven" model to a "scenario commercialization-driven" model, leading to increased market competition and commercialization challenges for companies [1] Revenue Performance - The four companies reported a decline in overall revenue for the first half of the year, with Guohong Hydrogen Energy and Yihuatong experiencing the largest drops of 55.7% and 53.25%, respectively, to 58.883 million and 71.929 million [2] - The revenue decline is attributed to two main factors: the early-stage commercialization of the hydrogen fuel cell industry and increased competition due to stricter cost control requirements from downstream customers [2] - Yihuatong's revenue from fuel cell systems, which accounts for over 70% of its total revenue, fell by 52.7% to 50.642 million [2] Market Demand and Profitability - The overall market demand for fuel cells has decreased, with the cumulative production and sales of fuel cell vehicles in China dropping by 47.2% and 46.8%, respectively, in the first half of the year [3] - Despite the revenue declines, three companies reported reduced losses, with Guofu Hydrogen Energy's loss decreasing by 20% to 89.248 million due to improved receivables and cost reductions [3] New Application Scenarios - Companies are expanding into new application scenarios for hydrogen fuel cells, such as cold chain transportation and heavy-duty vehicles, to drive growth [4] - Yihuatong has diversified its product applications to include areas like sanitation and shipping, while Reshaping Energy is focusing on long-distance transportation [4] International Market Expansion - The competitive domestic market has prompted companies to target overseas markets, with Reshaping Energy's overseas revenue increasing by approximately 160% to 11 million, now accounting for 10% of total revenue [6] - Guofu Hydrogen Energy has identified several overseas projects, including hydrogen stations and electrolysis projects, as crucial for its business development [6] Upstream Integration - Companies are also looking to extend into upstream hydrogen production as a self-rescue strategy, with Yihuatong planning a restructuring to integrate with a hydrogen production business [6]

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: 江蘇國富氫能技術裝備股份有限公司 呈交日期: 2025年9月3日 I. 法定/註冊股本變動 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 | 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 | | | 79,487,717 | RMB | | 1 | RMB | | 79,487,717 | | 增加 / 減少 (-) | | | 157,000 | | | | RMB | | 157,000 | | 本月底結存 | | | 79,644,717 | RMB | | 1 | RMB | | 79,644,717 | | ...

Core Viewpoint - Guofu Hydrogen Energy (02582) announced the issuance of 86,000 shares due to the exercise of warrants on September 2, 2025 [1] Company Summary - The company is set to issue a total of 86,000 shares as a result of warrant exercise [1]

Group 1 - The company Guofu Hydrogen Energy (02582) announced the issuance of 86,000 shares due to the exercise of warrants on September 2, 2025 [1]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 根據《主板上市規則》第13.25C條 / 《GEM上市規則》第17.27C條，我們在此確認，據我們所知所信，第一章節所述的每項股份發行或庫存股份出售或轉讓已獲發行人董事會正式授權批准，並遵 照所有適用上市規則、法律及其他監管規定進行，並在適用的情況下： (註7) 表格類別： 股票 狀態： 新提交 公司名稱： 江蘇國富氫能技術裝備股份有限公司 呈交日期： 2025年9月2日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 普通股 | 股份類別 | H | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) ...