| 表格序號 | 大股東/董事/最高行政人員名 作出披露的買入 / 賣出或涉及的 每股的平均價 | | | | | 持有權益的股份數目 佔已發行的有關事件的日 相關法院 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 股分期三 | | | | 能源 【 和 的 用 】 | 有投票權股 期(日/月/ | 份權益 | | | | | | | 월 | 份高分市 年 | | | CS20251014E0044 | JPMorgan Chase & Co. | 1101(L) | 1.495,000(L) | HKD 12.4457 | 58.089.871(L) | 13.15(L) 09/10/2025 | | | | | 14015(S) | 1,600,000(S) | | 10.086.408(S) | 2.28(S) | | | | | | | | 4.735.066(P) | 1.07(P) | | 追加内容 本文作者可以追加内容哦 ! 增持后，JPMorgan Chase & Co.最新持好仓数目为58,089,871股，持好仓比例由1 ...

Core Viewpoint - JPMorgan Chase & Co. has increased its stake in Fuyao Glass (06865.HK) by acquiring 1.495 million shares at an average price of HKD 12.4457 per share, raising its ownership percentage from 12.81% to 13.15% [1][2]. Summary by Category Shareholding Activity - On October 9, 2025, JPMorgan Chase & Co. purchased 1,495,000 shares of Fuyao Glass, involving a total investment of approximately HKD 18.6063 million [1]. - Following this transaction, JPMorgan's total shareholding in Fuyao Glass increased to 58,089,871 shares [1][2]. Ownership Percentage - The ownership percentage of JPMorgan Chase & Co. in Fuyao Glass rose from 12.81% to 13.15% after the recent share acquisition [1].

Group 1 - Morgan Stanley increased its stake in Fuyao Glass (601865) by purchasing 1.495 million shares at a price of HKD 12.4457 per share, totaling approximately HKD 18.6063 million [1] - After the purchase, Morgan Stanley's total shareholding in Fuyao Glass reached approximately 58.0899 million shares, representing a holding percentage of 13.15% [1]

Core Viewpoint - Morgan Stanley has increased its stake in Fuyao Glass (06865) by purchasing 1.495 million shares at a price of HKD 12.4457 per share, totaling approximately HKD 18.6063 million, raising its total holdings to about 58.0899 million shares, which represents a 13.15% ownership stake [1] Summary by Category - **Investment Activity** - Morgan Stanley acquired 1.495 million shares of Fuyao Glass on October 9 [1] - The purchase price was HKD 12.4457 per share, amounting to a total investment of approximately HKD 18.6063 million [1] - **Ownership Structure** - Following the acquisition, Morgan Stanley's total shareholding in Fuyao Glass increased to approximately 58.0899 million shares [1] - The new ownership percentage stands at 13.15% [1]

Core Viewpoint - Hong Kong solar stocks experienced a significant rise in early trading, indicating positive market sentiment towards the solar energy sector [1] Company Summaries - Xinyi Solar (00968.HK) saw an increase of 4.84%, trading at HKD 3.68 [1] - Fuyao Glass (06865.HK) also rose by 4.84%, with shares priced at HKD 11.69 [1] - GCL-Poly Energy (03800.HK) increased by 4%, reaching HKD 1.3 [1] - New Energy (01799.HK) experienced a rise of 3.98%, trading at HKD 8.36 [1]

Group 1 - The solar stocks experienced a significant rise, with Xinyi Solar up 4.84% to HKD 3.68, Flat Glass up 4.84% to HKD 11.69, GCL-Poly Energy up 4% to HKD 1.3, and New Energy up 3.98% to HKD 8.36 [1] - Industry insiders expect important policies to be released on October 14, indicating new developments in combating internal competition within the sector [1] - A notification regarding the strengthening of solar capacity regulation is anticipated from relevant authorities [1] Group 2 - Cathay Securities recently stated that the solar industry is experiencing continuous positive catalysts in terms of policy, demand, and performance, which may lead to price increases across the supply chain [2] - The firm believes that the government's focus on addressing vicious competition in the solar sector will have a very positive impact on the industry [2] - The solar sector is currently at a bottoming phase, making it a key area of focus for investors [2]

资料显示，福莱特玻璃集团股份有限公司位于浙江省嘉兴市秀洲区运河路1999号，成立日期1998年6月 24日，上市日期2019年2月15日，公司主营业务涉及光伏玻璃、浮法玻璃、工程玻璃和家居玻璃的研 发、生产和销售,以及玻璃用石英矿的开采和销售和EPC光伏电站工程建设。主营业务收入构成为：光 伏玻璃89.76%，发电收入3.16%，工程玻璃3.14%，其他(补充)1.98%，家居玻璃1.58%，浮法玻璃 0.36%，采矿产品0.01%。 从基金十大重仓股角度 10月14日，福莱特涨5.16%，截至发稿，报17.74元/股，成交1.29亿元，换手率0.39%，总市值415.63亿 元。 大成盛世精选灵活配置混合A（002945）基金经理为赵蓬。 截至发稿，赵蓬累计任职时间2年73天，现任基金资产总规模12.83亿元，任职期间最佳基金回报 41.13%， 任职期间最差基金回报19%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，大成基金旗下1只 ...

南方财经10月14日电，港股光伏、风电板块震荡走强，金风科技涨超10%，福莱特玻璃涨超7%，新特 能源涨超5%，中广核新能源、龙源电力跟涨。 ...

Group 1: Hong Kong Stocks - MicroPort Scientific Corporation-B (02252) rose over 3% as it announced that its commercialization process has accelerated, with overseas orders exceeding 60 units [1] - COSCO Shipping Energy Transportation Co., Ltd. (01138) increased over 3% following new sanctions announced by the U.S. OFAC against companies related to Iranian oil exports [1] - InnoCare Pharma-B (09606) gained over 3% as the company is expected to submit its first ADC for listing within the year [1] - Zijin Mining Group International (02259) rose over 4% after completing the acquisition of the Raygorodok gold mine project in Kazakhstan [1] - Hong Kong Travel International (00308) surged over 8% after announcing a proposal for the physical distribution of its tourism real estate business, which is expected to reduce the drag from non-core assets [1] - Kingsoft Corporation (03888) increased over 10% following the Chinese Ministry of Commerce's announcement of export controls on certain overseas rare earth-related items containing Chinese components [1] Group 2: Solar and Insurance Stocks - Solar stocks collectively declined, with Flat Glass Group Co., Ltd. (06865) down over 8%, Xinyi Solar Holdings Limited (00968) down over 7%, and Xinyi Glass Holdings Limited (00868) down over 6%, as the market focuses on capacity clearing and future installation demand [2] - Domestic insurance stocks fell across the board, with New China Life Insurance Co., Ltd. (01336) down over 5%, China Pacific Insurance (Group) Co., Ltd. (02328) down over 3%, and China Life Insurance Company Limited (02628) down nearly 4%, following Tianan Insurance's announcement of a 5.3 billion yuan debt default [2] Group 3: U.S. Stocks - Beike (BEKE.US) fell 3.87% as a report indicated that the sales of the top 100 real estate companies in September increased month-on-month, driven by seasonal factors and policy relaxations [3] - Stellantis (STLA.US) dropped 7.37% after preliminary third-quarter sales data showed a 13% year-on-year increase in global deliveries to 1.3 million units [3] - Intel (INTC.US) decreased 3.78% after revealing details about its new Core Ultra series processors [3] - Venture Global (VG.US) plummeted 24.88% after losing a legal dispute related to LNG cargo sales with BP [4] - Nokia (NOK.US) rose 2.70% after announcing a technology asset licensing agreement with HPE to enhance its AI wireless access network capabilities [4]

Core Viewpoint - The photovoltaic stocks have collectively declined, with significant drops in share prices for companies such as 福莱特 (Flat Glass), 信义光能 (Xinyi Solar), and 新特能源 (Xinte Energy) due to a slowdown in installation rates following an initial surge earlier in the year [1] Group 1: Stock Performance - 福莱特 (601865) glass shares fell by 7.24%, trading at 10.76 HKD [1] - 信义光能 (00968) shares decreased by 6.13%, trading at 3.37 HKD [1] - 信义玻璃 (00868) shares dropped by 5.38%, trading at 8.61 HKD [1] - 新特能源 (01799) shares declined by 4.18%, trading at 7.8 HKD [1] Group 2: Industry Trends - The "136 document" issued at the beginning of the year led to a "rush to install" photovoltaic systems, resulting in a year-on-year doubling of new installations [1] - However, this installation rush ended by the end of May, with June, July, and August seeing continuously low installation rates and increasing month-on-month declines [1] - 国信证券 (Guosen Securities) indicated that the future profitability of photovoltaic companies will largely depend on the pace of capacity clearance and the market-driven pricing of on-grid electricity [1] Group 3: Market Outlook - 南华期货 (Nanhua Futures) noted that the market has already priced in the lack of a photovoltaic storage platform as of September, but rumors suggest that such a platform may be established by mid-October [1] - Attention is required on upcoming photovoltaic conferences and market conditions [1] - As November approaches, the market will enter a concentrated cancellation period for polysilicon warehouse receipts, which may lead to significant pressure on the PS2511 contract if there is a lack of buying interest from bulls [1]