Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Industrial Machinery Index (Sci-Tech Machinery, 000693) opened lower and fluctuated, down 0.5% to 1050.03 points, with a trading volume of 6.775 billion yuan [1] - Over the past month, the index has decreased by 1.78%, down 12.03% over the last three months, but has increased by 5.19% year-to-date [1] - The index consists of 50 large-cap stocks from sectors such as urban rail transit equipment, industrial automation, and engineering machinery, reflecting the overall performance of representative industrial machinery companies listed on the Sci-Tech Innovation Board [1] Group 2 - The top ten weightings in the index are: Zhongkong Technology (10.44%), Bochu Electronics (6.06%), Daotong Technology (5.44%), Lide Harmony (4.97%), China Communication Signal (4.95%), Bolite (4.87%), Times Electric (4.16%), Zhengfan Technology (2.87%), Honghua Digital Science (2.81%), and Dongwei Technology (2.45%) [1] - The index's holdings are entirely from the Shanghai Stock Exchange, with an industry allocation of 100% in industrial sectors [1] Group 3 - The index sample is adjusted quarterly, with adjustments implemented on the next trading day following the second Friday of March, June, September, and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with temporary adjustments made under special circumstances, such as delisting or corporate actions like mergers and acquisitions [2]

Core Insights - The SNEC 2025 exhibition has been dubbed the "Spring Festival of Energy Storage," showcasing numerous new products and highlighting industry trends towards the next generation of energy storage cells [1][3]. Group 1: Industry Trends - The competition for defining the third-generation energy storage cells has intensified, with major players like Sungrow and CATL launching products with significant capacity improvements [3][5]. - Energy storage inverters are evolving to adapt to the third-generation energy storage cells, with modular designs becoming mainstream to meet project-specific needs [3]. - The energy storage system design is shifting towards modular and platform-based solutions, breaking the boundaries between commercial and large-scale storage products [3]. Group 2: Product Launches - CATL announced the mass production of its 587Ah energy storage cell, which boasts a 10% increase in energy density compared to the previous generation [5][7]. - Sungrow unveiled the PowerTitan 3.0, featuring a 12.5MWh capacity in its Plus version, which is the largest globally, and incorporates advanced energy management features [8][10]. - Various companies, including GCL-Poly, Hicharge, and others, showcased innovative energy storage solutions, such as all-in-one storage cabinets and large-scale liquid-cooled systems [4][46][67]. Group 3: Technological Innovations - The introduction of self-healing electrolyte technology in CATL's 587Ah cell enhances its lifespan and efficiency, with a projected ROI improvement of 5% over previous models [7]. - The modular design of energy storage systems allows for flexible scaling and adaptation to different operational scenarios, as demonstrated by multiple exhibitors [19][22]. - The integration of AI and digital management systems in energy storage solutions is becoming a key focus, enhancing operational efficiency and predictive maintenance capabilities [25][70]. Group 4: Strategic Collaborations - Several companies, including Desay Battery and Huaneng, have formed strategic partnerships to enhance their market presence and technological capabilities in energy storage [60][92]. - The exhibition has seen numerous collaborations aimed at expanding global business footprints, particularly in emerging markets [25][88].

Core Viewpoint - The article highlights the launch of CRRC Times Electric's 3.X MW energy storage inverter, emphasizing its role in the transition to a new energy system driven by renewable energy sources [1]. Group 1: New Challenges and Requirements - The global energy storage capacity is expected to exceed 1.2 TW by 2025, necessitating a shift in the role of energy storage from "passive support" to "active construction" within the new power system [2]. - The development of high-capacity battery cells and the increasing energy density of battery systems impose higher power and cooling requirements on Power Conversion Systems (PCS) to ensure long-term safe and stable operation [2]. Group 2: Features of the Cloud Hub Inverter - The 3.X MW Cloud Hub energy storage inverter is designed to adapt to mainstream next-generation lithium battery systems with capacities ranging from 587 Ah to 688 Ah, utilizing a self-developed seventh-generation IGBT chip [3]. - It employs ANPC three-level topology and intelligent grid connection control algorithms to significantly enhance grid power quality and reduce inverter losses, achieving efficient AC-DC conversion [3]. - The inverter features an intelligent liquid cooling system and a high overload capacity design, with a 1.5 times overload capability for 10 seconds, meeting grid construction requirements [3]. - Compared to traditional models, the new inverter improves power density by 22% and reduces footprint by 30%, thereby lowering initial system investment costs [3]. - The product incorporates domestically produced core components, high-precision sensors, and a fully localized operating system and database, ensuring performance and supply chain stability [3]. Group 3: Commitment to a Carbon-Free Future - The 3.X MW Cloud Hub energy storage inverter aims to enhance energy efficiency, accelerate renewable energy consumption, and build a more stable grid, contributing to a clean, low-carbon, and efficient modern energy system [4]. - The company emphasizes the need for industry-wide collaboration to achieve a carbon-neutral future and invites partners and stakeholders to work together in promoting the large-scale application of clean energy [4]. Group 4: Market Developments - The global debut of the 6.X energy storage battery cabin was announced, with contracts signed with multiple companies, indicating a significant market presence [5]. - The energy storage sector saw a year-on-year increase of 228% in new installed capacity, totaling 15.85 GWh [5]. - In May, 48 new energy storage policies were released, with Document No. 136's supporting policies becoming a focal point for various regions [5].

证券代码：688187(A 股) 证券简称：时代电气（A 股） 公告编号：2025-022 证券代码： 3898（H 股） 证券简称：时代电气（H 股） 株洲中车时代电气股份有限公司 关于召开2024年年度股东会、2025 年第一次 A 股类别 股东会及 2025 年第一次 H 股类别股东会的通知 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 一、 召开会议的基本情况 （一） 股东会类型和届次 2024年年度股东会、2025 年第一次 A 股类别股东会及 2025 年第一次 H 股类 别股东会 （二） 股东会召集人：董事会 （三） 投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结合 的方式 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 6 月 27 日 至2025 年 6 月 27 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召开当日的交易时间段，即 9:15-9:25,9:30 ...

6月3日港股公司回购一览 腾讯控股回购数量99.40万股，回购金额5.00亿港元，回购最高价为505.000港元，最低价为501.000港 元，年内累计回购金额270.31亿港元；友邦保险回购数量600.00万股，回购金额4.03亿港元，回购最高 价为67.650港元，最低价为66.550港元，年内累计回购金额114.12亿港元；快手-W回购数量200.00万 股，回购金额1.02亿港元，回购最高价为51.350港元，最低价为50.950港元，年内累计回购金额19.11亿 港元。 以金额进行统计，6月3日回购金额最多的是腾讯控股，回购金额为5.00亿港元；其次是友邦保险，回购 金额为4.03亿港元；回购金额居前的还有快手-W、恒安国际等。回购数量上看，6月3日回购股数最多 的是友邦保险，当日回购量为600.00万股；其次是中远海发、有赞等，回购数量分别为462.70万股、 200.00万股。 值得关注的是，非凡领越本次回购为年内首次进行回购。本次回购5.00亿港元的腾讯控股，年内则进行 多次回购，合计回购金额为270.31亿港元。（数据宝） 证券时报·数据宝统计显示，6月3日有40家香港上市公司进行了股份回购 ...

呈交日期： 2025年6月3日 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： 株洲中車時代電氣股份有限公司 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) | 03898 | | 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 | | | | ...

| 思派健康(00314) | 5.00 万 | 18.72 万 | 1383.92 万 | 1.815% | | --- | --- | --- | --- | --- | | 中国有赞(08083) | 200.00 万 | 18.20 万 | 1920.00 万 | 0.059% | | 骏杰集团控股(08188) | 10.00 万 | 8.40 万 | 20.00 万 | 0.042% | | 滨海投资(02886) | 5.60 万 | 5.66 万 | 31.20 万 | 0.023% | | 玄武云(02392) | 2.90 万 | 2.62 万 | 339.05 万 | 0.605% | | 天福(06868) | 3000.00 | 9530.00 | 17.30 万 | 0.016% | | 清科创业(01945) | 3600.00 | 5300.00 | 10.92 万 | 0.036% | | 彩客新能源(01986) | 7000.00 | 4910.00 | 27.90 万 | 0.029% | | 华检医疗(01931) | 2000.00 | 4260.00 | 182. ...

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： 株洲中車時代電氣股份有限公司 呈交日期： 2025年6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) | 03898 | 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 | | | | | 事件 | | 已發行股份（不包 ...

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5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: 株洲中車時代電氣股份有限公司 呈交日期: 2025年6月2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) | 03898 | 說明 | H 股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 500,432,200 | RMB | | 1 | RMB | | 500,432,200 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 500,432,200 | RMB | | 1 | RMB | | 500,432,200 | | 2. 股份分 ...

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： 株洲中車時代電氣股份有限公司 呈交日期： 2025年5月30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) | 03898 | | 說明 | | | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | | | | | 已發行股份（不包 ...