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10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: 信義能源控股有限公司 呈交日期: 2025年11月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 03868 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 800,000,000,000 | HKD | | 0.01 HKD | | 8,000,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 800,000,000,000 | HKD | | 0.01 HKD | | 8,000,000,000 | 本月底法定/註冊股本總額： HK ...

Core Viewpoint - The photovoltaic stocks have collectively risen, with significant increases observed across various companies, indicating a positive market sentiment in the solar energy sector [1]. Company Performance - Xinte Energy (01799) saw a price increase of 8.49%, reaching 8.560, with a trading volume of 236.99 million and a market capitalization of 12.241 billion [2]. - GCL-Poly Energy (03800) increased by 5.30% to 1.390, with a trading volume of 530 million and a market capitalization of 42.409 billion [2]. - GCL-New Energy (00451) rose by 4.41% to 0.710, with a trading volume of 549,400 and a market capitalization of 1.104 billion [2]. - Sunshine Energy (00757) increased by 4.08% to 0.102, with a trading volume of 16,400 and a market capitalization of 0.339 billion [2]. - Xinyi Solar (00968) saw a 2.73% increase to 3.760, with a trading volume of 10.1 million and a market capitalization of 34.393 billion [2]. - Other companies such as Kaisheng New Energy (01108), Xinyi Energy (03868), and Fuchai Glass (06865) also reported positive price movements ranging from 1.28% to 2.14% [2]. Industry Developments - According to a report by Shanghai Securities News, GCL Group's chairman, Zhu Gongshan, mentioned that 17 leading companies in the photovoltaic sector have signed agreements for joint capacity storage [2]. - Shenwan Hongyuan released a research report stating that polysilicon is a key focus for combating industry competition, and the establishment of a joint platform will accelerate supply-side reforms in polysilicon [2]. - The report also indicated that the ongoing efforts to combat competition are leading to noticeable recovery in industry prices and profitability, with expectations for price increases starting in Q3 2025 under a "not below cost sales" pricing regulation [2].

Group 1 - Hong Kong solar stocks experienced a significant rise, with New Special Energy leading the increase by over 8%, followed by GCL-Poly Energy with over 6% and Sunshine Energy, GCL New Energy with over 4% [1] - Sunshine Power's Q3 earnings exceeded expectations, reporting a net profit of 4.147 billion yuan, a year-on-year increase of 57.04% [1] - Ganfeng Lithium turned a profit in the first three quarters compared to the previous year, while TCL Zhonghuan reported a significant reduction in losses both year-on-year and quarter-on-quarter [1] Group 2 - The "14th Five-Year Plan" emphasizes the development of new energy storage and the establishment of market and pricing mechanisms suitable for the new energy system, which supports not only solar installations but also addresses the issue of renewable energy consumption [1] - The plan highlights the need for coal power transformation, development of pumped storage and new energy storage, and acceleration of smart grid construction, benefiting related industries such as energy storage and grid equipment [1] - Chinese manufacturers have a significant cost advantage in overseas markets due to the scale of energy storage cell and battery system production, allowing them to win large projects at lower Levelized Cost of Energy (LCOE) [1] Group 3 - According to the CESA Energy Storage Application Association database, the total scale of new overseas orders/cooperation for Chinese energy storage from January to September 2025 reached 214.7 GWh, a year-on-year increase of 131.75% [1]

Core Insights - The article highlights the changes in the Hong Kong Stock Connect holdings, indicating which companies saw the largest increases and decreases in ownership percentages over recent trading days [1][2]. Summary by Category Recent Changes in Holdings - Xinyi Energy (03868) saw an increase of 0.07% in its Hong Kong Stock Connect holding percentage, bringing the total to 12.98% [2]. - The Yingfu Fund (02800) increased by 0.05%, now at 2.10% [2]. - Haier Smart Home (06690) increased by 0.02%, with a current holding of 16.62% [2]. - Horizon Robotics-W (09660) experienced the largest decrease, with a drop of 0.82%, now at 14.69% [2]. - Southern Hang Seng Technology (03033) decreased by 0.63%, now at 59.30% [2]. - WuXi AppTec (02359) saw a decrease of 0.56%, with a current holding of 15.03% [2]. Five-Day Changes - The largest increase over the last five trading days was for Da Zhong Public Utilities (01635), which rose by 3.98% to 67.37% [3]. - Zhong Chuang Innovation (03931) increased by 1.40%, now at 17.08% [3]. - Zhaoyan New Drug (06127) rose by 1.08%, with a holding of 50.59% [3]. - The largest decrease was for Southern Hang Seng Technology (03033), which fell by 2.01% to 59.30% [3]. - Haotian International Construction (01341) decreased by 1.58%, now at 58.50% [3]. Twenty-Day Changes - Da Zhong Public Utilities (01635) had the most significant increase over the past twenty days, rising by 34.46% to 67.37% [4]. - Canggang Railway (02169) increased by 31.45%, now at 43.11% [4]. - Shanga Holdings (00412) rose by 13.53%, with a current holding of 15.00% [4].

Core Viewpoint - Xinyi Energy (03868) announced a plan to issue 66.4765 million shares as a scrip dividend on October 10, 2025, based on the interim dividend for the six months ending June 30, 2025 [1] Summary by Relevant Categories - **Company Announcement** - Xinyi Energy will issue 66.4765 million shares as part of its scrip dividend plan [1]

Core Viewpoint - Xinyi Energy (03868.HK) announced the issuance of 66.4765 million shares as part of its scrip dividend scheme for the interim dividend for the six months ending June 30, 2025, scheduled for October 10, 2025 [1] Summary by Category - Company Announcement - Xinyi Energy will issue 66.4765 million shares under the scrip dividend plan [1] - The issuance is related to the interim dividend for the period ending June 30, 2025 [1] - The shares will be issued on October 10, 2025 [1]

Core Viewpoint - Xinyi Energy (03868) announced a plan to issue 66.4765 million shares as a scrip dividend on October 10, 2025, based on the interim dividend for the six months ending June 30, 2025 [1] Group 1 - The scrip dividend plan allows shareholders to receive shares instead of cash for the interim dividend [1] - The issuance of shares is part of the company's strategy to manage cash flow while rewarding shareholders [1]

第 1 頁 共 5 頁 v 1.3.0 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： 信義能源控股有限公司 呈交日期： 2025年10月10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 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 03868 | 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 | | | ...

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9月30日 狀態: 新提交 本月底法定/註冊股本總額： HKD 8,000,000,000 致：香港交易及結算所有限公司 公司名稱: 信義能源控股有限公司 呈交日期: 2025年10月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 03868 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 800,000,000,000 | HKD | | 0.01 HKD | | 8,000,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 800,000,000,000 | HKD | | 0.01 HKD | | 8 ...

Core Viewpoint - The Hong Kong solar stocks experienced a significant increase in share prices on October 2, 2023, indicating positive market sentiment towards the solar energy sector [1] Company Summaries - Xinyi Solar (00968.HK) saw a rise of 9.01%, reaching HKD 3.75 [1] - Fuyao Glass (06865.HK) increased by 6.69%, trading at HKD 12.12 [1] - Xinyi Energy (03868.HK) rose by 3.13%, with shares priced at HKD 1.32 [1] - GCL-Poly Energy (03800.HK) experienced a 3.05% increase, with a share price of HKD 1.35 [1]