ZENERGY(03677)

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正力新能(03677.HK)获纳入恒生指数系列成份股
Ge Long Hui· 2025-08-25 13:18
Core Viewpoint - 正力新能 has been selected by Hang Seng Indexes Company to be included in multiple indices effective from September 8, 2025, indicating market recognition of the company's business performance and growth prospects [1] Group 1: Index Inclusion - 正力新能 will be included in the following indices: Hang Seng Composite Index, Hang Seng Composite Industry Index - Industrial, Hang Seng Composite Small Cap Index, Hang Seng Small Cap (Investable) Index, Hang Seng Automotive Theme Index, Hang Seng Stock Connect Index, Hang Seng Stock Connect Small Cap Index, Hang Seng Stock Connect Automotive Theme Index, Hang Seng Stock Connect Materials and Industrial Index, Hang Seng Stock Connect Materials and Industrial (Investable) Index, and Hang Seng Stock Connect Mainland China Companies Index [1] Group 2: Market Impact - The board believes that inclusion in these indices will help accelerate the expansion of the shareholder base and improve the liquidity of the company's shares [1] - The company expects that this inclusion will enhance its reputation in the capital markets and increase brand awareness [1]
正力新能(03677) - 自愿性公告获纳入恒生指数系列成份股
2025-08-25 13:10
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。 Jiangsu Zenergy Battery Technologies Group Co., Ltd. 江蘇正力新能電池技術股份有限公司 (於中華人民共和國註冊成立的股份有限公司) (股份代號:3677) 自願性公告 獲納入恒生指數系列成份股 本公告乃由江蘇正力新能電池技術股份有限公司(「本公司」,連同其附屬公司統 稱「本集團」)自願作出。 董事會認為,本公司獲納入有關指數象徵著資本市場對於本集團業務表現及增長 前景的肯定。董事會相信,獲納入有關指數將有助加快擴大本集團股東基礎及提 高本公司股份的交易流通性,並進一步提高本公司在資本市場上的聲譽及本集團 的品牌知名度。 1 1. 恒生綜合指數; 2. 恒生綜合行業指數-工業; 3. 恒生綜合中小型股指數; 4. 恒生綜合小型股指數; 5. 恒生小型股(可投資)指數; 6. 恒生汽車主題指數; 7. 恒生港股通指數; 8. 恒生港股通中小型股指數; 9. ...
正力新能(3677.HK)获纳入恒生综合指数
Ge Long Hui A P P· 2025-08-24 12:11
格隆汇8月24日|恒生指数公司8月22日晚宣布截至2025年6月30日的恒生指数系列季度检讨结果,其 中,正力新能(3677.HK)获纳入恒生综合指数,变动将于9月5日(星期五)收市后实施,并于9月8日(星期 一)起生效。 ...
正力新能获纳入恒生综合指数 有望成为港股通标的
Zhi Tong Cai Jing· 2025-08-22 12:56
8月22日,恒生指数公司宣布截至2025年6月30日之恒生指数系列季度检讨结果,其中正力新能(03677) 获纳入恒生综合指数,变动将于9月5日(星期五)收市后实施并于9月8日(星期一)起生效,届时沪深交易 所会相应调整港股通可投资标的范围。据华泰证券研报,正力新能有可能被调入港股通,因其满足了包 括市值、流动性和上市时间等在内的一系列标准。 正力新能公告,预计截至2025年6月30日止六个月取得净利润为介于约人民币1.98亿元到2.43亿元。去年 同期,集团净亏损约为人民币1.30亿元。本报告期与上年同期相比,净利润将增加约人民币3.28亿元到 3.73亿元。 ...
正力新能(03677)获纳入恒生综合指数 有望成为港股通标的
智通财经网· 2025-08-22 12:54
Group 1 - The core point of the article is that Zhengli New Energy (03677) has been included in the Hang Seng Composite Index, with the changes effective from September 8, 2025, following the quarterly review by the Hang Seng Index Company [1] - The inclusion in the index may lead to Zhengli New Energy being added to the Hong Kong Stock Connect, as it meets various criteria including market capitalization, liquidity, and listing duration [1] - Zhengli New Energy expects to report a net profit ranging from approximately RMB 198 million to RMB 243 million for the six months ending June 30, 2025, a significant increase compared to a net loss of approximately RMB 130 million in the same period last year [1]
锂电产业链周记 | 比亚迪、宁德时代首席科学家再次入选院士候选人 恩捷股份终止锂电池铝塑膜项目
Xin Lang Cai Jing· 2025-08-22 12:51
太蓝新能源全固态电池生产基地项目落地湖北 8月19日,太蓝新能源官微宣布,全固态电池湖北生产基地项目签约仪式于8月18日在潜江市举行。太蓝新能源介绍称, 湖北生产基地项目将实现从技术到全固态电池量产、应用的新阶段。此次项目落地湖北,也是太蓝新能源继在北京、重 庆、安徽等地的研发生产基地之外的又一关键布局。太蓝新能源称,公司在全固态电池研发与产业化领域持续提速,目 前已与多家无人机和具身智能领域企业深化合作,推动全固态电池的商业化进程。太蓝新能源成立于2021年,专注于新 型固态锂电池及关键锂电材料的技术开发和产业化。 智通财经记者 | 高菁 锂电产业链本周大事: 正力新能航空动力电池通过适航取证并实现量产交付 8月18日,正力新能(03677.HK)航空动力电池系统随零重力旗下电动固定翼飞机RX1E,斩获中国民航局颁发的适航证, 并开启批量交付。RX1E是中国首款双座电动固定翼飞机,核心零部件100%国产化,已安全飞行超25000小时。正力新 能是国内最早一批布局航空动力电池的动力电池企业,于2023年5月发布"三高一快"飞行器电池。据介绍,这款电池在 圆柱形态下,可实现能量密度超320Wh/kg,支持20% ...
航空电动化风起,动力电池厂商正力新能做起“空中生意”
Jing Ji Guan Cha Bao· 2025-08-22 11:17
Core Viewpoint - Zhengli New Energy has successfully delivered a certified power battery system for electric aircraft, marking a significant milestone in the electric aviation sector and establishing itself as a leader in high-end manufacturing [1][2][3]. Group 1: Company Overview - Zhengli New Energy, founded in 2019, has rapidly positioned itself in the power battery industry by implementing a "land, sea, and air" strategy to explore battery applications across various transportation modes [2][11]. - The company has achieved a market share of 1.8% in 2024, ranking ninth nationally, with a projected net profit of 198 million to 243 million yuan for the first half of the year [8]. Group 2: Technological Advancements - The RX1E electric fixed-wing aircraft, developed in collaboration with Zero Gravity Aircraft Industry, is the first of its kind in China, featuring 100% domestically produced core components and over 25,000 hours of safe flight [3][4]. - Zhengli's aviation battery technology is characterized by "three highs and one fast," achieving an energy density exceeding 320 Wh/kg and supporting rapid charging capabilities [6][7]. Group 3: Market Opportunities - The low-altitude economy is projected to create a trillion-level market, with electric aviation seen as a key growth area for power battery manufacturers seeking new revenue streams amid intense competition in the electric vehicle sector [2][10]. - The aviation sector's transition to electric power is expected to significantly reduce carbon emissions, aligning with global ESG goals and national policies promoting low-altitude economic development [11][12]. Group 4: Strategic Partnerships - Zhengli has formed strategic partnerships with companies like Zero Gravity Aircraft Industry and Liaoning General Aviation Research Institute to supply battery systems for various types of electric aircraft [5][4]. - The collaboration emphasizes Zhengli's commitment to safety, reliability, and longevity in battery technology, which are critical for aviation applications [4][5]. Group 5: Future Outlook - The company aims to leverage its advancements in aviation battery technology to establish a competitive edge in the low-altitude economy, with plans to further develop its battery systems to meet the evolving demands of the aviation industry [11][12]. - Zhengli's focus on high-performance aviation batteries is expected to enhance its brand value and market position, despite the high R&D costs associated with this new venture [13].
航空电动化风起,动力电池厂商正力新能做起“空中生意”
经济观察报· 2025-08-22 10:59
Core Viewpoint - Zhengli New Energy has successfully delivered a certified power battery system for electric aircraft, marking a significant step in the electrification of aviation and establishing itself as a leader in the industry [2][3]. Group 1: Company Overview - Zhengli New Energy, founded in 2019, has rapidly positioned itself in the power battery industry, focusing on a "land, sea, and air" strategy to explore battery applications across various transportation modes [2][3]. - The company has achieved a market share of 1.8% in 2024, ranking ninth nationally, and is projected to turn a profit in the first half of the year with a net profit forecast between 198 million to 243 million yuan [12]. Group 2: Technological Advancements - The aviation battery developed by Zhengli New Energy features "three highs and one fast" characteristics: high safety, high energy density, high power, and fast charging, with an energy density exceeding 320 Wh/kg [9][10]. - The company has established a technical standard for aviation batteries and is the first in the industry to obtain AS9100D certification for aerospace quality management systems [8][9]. Group 3: Market Opportunities - The low-altitude economy is expected to generate a market scale in the trillions, with electric aviation seen as a key growth area for power battery manufacturers seeking new revenue streams amid intense competition in the automotive sector [3][5]. - Zhengli New Energy's collaboration with Zero Gravity Aircraft Industry and Liaoning General Aviation Research Institute aims to supply battery systems for various types of electric aircraft, including fixed-wing and eVTOL models [6][12]. Group 4: Strategic Vision - The company aims to leverage its advancements in aviation battery technology to create a competitive edge in the low-altitude economy, responding to national policies promoting low-altitude economic development and carbon neutrality [15][16]. - Zhengli New Energy's transition from a vehicle battery supplier to a comprehensive zero-carbon enterprise reflects its commitment to sustainability and innovation in the aviation sector [16].
航空电动化风起,正力新能抢做“空中生意”
Jing Ji Guan Cha Wang· 2025-08-22 04:54
Core Viewpoint - 正力新能 has achieved a significant milestone by becoming the first company in the power battery industry to mass-produce and deliver certified power battery systems for electric aircraft, specifically the RX1E electric fixed-wing aircraft, in response to the growing demand for electric aviation and the low-altitude economy [2][4][5]. Group 1: Company Overview - 正力新能 was established in 2019 and has quickly positioned itself in the power battery industry, focusing on a "land, sea, and air" strategy to explore battery applications across various transportation modes [4][15]. - The company has a strong background in battery technology, having previously supplied batteries for hybrid vehicles, which has contributed to its rapid growth and market presence [11][13]. Group 2: Technological Advancements - The RX1E electric aircraft's power battery system is characterized by "three highs and one fast," indicating high safety, high energy density, high power, and fast charging capabilities, with an energy density exceeding 320Wh/kg [9][10]. - The aviation battery technology is more advanced than that of automotive batteries, with a required energy density of over 300Wh/kg and a peak power output greater than 12C [10]. Group 3: Market Opportunities - The low-altitude economy is projected to create a market scale in the trillions, providing new growth opportunities for power battery manufacturers as they seek to diversify beyond the increasingly competitive electric vehicle sector [4][5][15]. - The collaboration with zero-gravity aircraft industry and Liaoning General Aviation Research Institute highlights the growing interest and investment in electric aviation, with both companies developing fully domestically produced electric aircraft [5][6]. Group 4: Strategic Partnerships - 正力新能 has formed strategic partnerships with companies like zero-gravity aircraft industry and Liaoning General Aviation Research Institute to supply power battery systems for various types of electric aircraft, including fixed-wing and eVTOL [6][9]. - The partnerships are based on the reliability and safety of 正力新能's battery technology, which meets the stringent requirements for aviation applications [6][7]. Group 5: Regulatory and Certification Challenges - Achieving airworthiness certification for aviation batteries is a complex process that involves rigorous testing and compliance with national aviation regulations, which 正力新能 has successfully navigated [7][9]. - The company has established itself as a leader in the industry by being the first to obtain both product certification and the AS9100D aerospace quality management system certification [9]. Group 6: Future Outlook - 正力新能 aims to leverage its advancements in aviation battery technology to establish a competitive edge in the low-altitude economy, aligning with national policies promoting the development of this sector [15][16]. - The company is focused on achieving its vision of a "zero-carbon society" by contributing to the decarbonization of the aviation industry through its innovative battery solutions [16][17].
摩根士丹利重磅策略:南向通成港股 “定海神针“ 周六福、云知声等或迎先机
Zhi Tong Cai Jing· 2025-08-21 02:47
想在港股市场把握先机?摩根士丹利最新研究揭秘:南向通纳入股票暗藏黄金机会!近年来,南向资金已从港股市场的重要 参与者成长为核心动力。随着南向资金定价权提升,其对港股的影响将愈发深远,而这一趋势还将因港股独特的投资机会 (如互联网、新消费领域)和长期政策支持得以延续。回溯历史,被纳入南向通的股票往往在纳入前就展现出强劲走势,名单 中,资金对云知声(09678)、周六福(06168)等公司的关注升温。 一、南向通成港股"定海神针",影响力持续飙升 近年来,南向资金已从港股市场的重要参与者成长为核心动力。数据显示,南向每日净流入占港交所主板成交额超三分之 一,持仓占港股自由流通市值近15%,这两项指标较2024年前均增长超30%。 更惊人的是,2025年以来南向累计净流入已达140亿美元,超过2024年全年总和,日均流入同比激增84.6%。随着南向资金定 价权提升,其对港股的影响将愈发深远,而这一趋势还将因港股独特的投资机会(如互联网、新消费领域)和长期政策支持得 以延续。 二、纳入前股价"潜规则":提前布局收益可观 回溯历史,被纳入南向通的股票往往在纳入前就展现出强劲走势: 纳入前30天:平均涨3.7%,跑赢恒生 ...