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中证海南发展主题指数报831.24点,前十大权重包含罗牛山等
Jin Rong Jie· 2025-04-29 11:29
Group 1 - The core viewpoint of the news is the performance of the China Securities Hainan Development Theme Index, which has seen a decline of 8.16% in the past month, 6.18% in the past three months, and 11.99% year-to-date [1] - The index reflects the overall performance of listed companies in Hainan Province, with a base date of December 31, 2012, set at 1000.0 points [1] - The top ten weighted companies in the index include Hainan Airport (11.25%), Zhongtung High-tech (8.34%), Hainan Rubber (7.33%), and others, indicating a diverse representation of sectors [1] Group 2 - The industry composition of the index shows that materials account for 22.33%, consumer staples for 20.37%, and industrials for 19.26%, highlighting the sectoral distribution within the index [2] - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December, ensuring that the index remains reflective of the market [2] - In special circumstances, the index may undergo temporary adjustments, such as when a sample company is delisted or undergoes significant corporate changes [2]
海南钧达新能源科技股份有限公司关于刊发H股招股说明书、H股发行价格区间及H股香港公开发售等事宜的公告
Shang Hai Zheng Quan Bao· 2025-04-29 03:55
海南钧达新能源科技股份有限公司(以下简称"公司")正在进行在境外发行股份(H股)并在香港联合 交易所有限公司(以下简称"香港联交所")主板挂牌上市(以下简称"本次发行上市")的相关工作。 2024年2月6日,公司向香港联交所递交了本次发行上市的申请,并于同日在香港联交所网站刊登了本次 发行上市的申请版本资料。按照本次发行上市的时间安排并根据香港联交所的相关规定,公司分别于 2024年10月14日、2025年4月15日更新递交了本次发行上市的申请,并于同日在香港联交所网站刊登了 更新申请资料。 公司于2024年5月17日收到中国证券监督管理委员会(以下简称"中国证监会")出具的《关于海南钧达 新能源科技股份有限公司境外发行上市备案通知书》(国合函〔2024〕1047号)。关于本次发行上市的 相关进展具体内容详见公司在巨潮资讯网披露的公告。 2025年4月28日,公司按照有关规定在香港联交所网站刊登并派发本次发行上市H股招股说明书,该H股 招股说明书为根据适用的香港法律法规和香港联交所、香港证券及期货事务监察委员会的相关规范及要 求而刊发,其包含的部分内容可能与公司先前根据中国法律法规准备或者刊发的相关文件存在一 ...
钧达股份(02865.HK/002865.SZ)奔向港交所,一份中国光伏电池突围的新样本
Ge Long Hui· 2025-04-29 01:07
Group 1: Company Overview - JunDa Co., Ltd. is conducting an IPO for H-shares in Hong Kong, with a global offering of 63.43 million shares priced between HKD 20.40 and HKD 28.60, expected to list on May 8, 2025 [1] - The company is recognized as the "first A+H stock in photovoltaic" and has key cornerstone investors including Zhuhai Highview and Modern Direct Investment [1] Group 2: Industry Context - The global push for carbon neutrality is driving the growth of renewable energy installations, with photovoltaic (PV) power expected to account for 76.1% of new renewable energy capacity in 2024 [2] - The cumulative installed capacity of PV is projected to grow from 2,557 GW in 2025 to 6,437 GW by 2030, with a compound annual growth rate of 20.3% [2] Group 3: Technological Leadership - JunDa has maintained a leading position in PV technology, achieving over 26% average mass production conversion efficiency in 2023 and introducing the MoNo2 series N-type TOPCon battery in 2024, improving efficiency by 0.5% [8][9] - The company has a global market share of approximately 17.9% in PV batteries, ranking second, and leads the N-type TOPCon battery market with a 24.7% share [10] Group 4: Global Strategy and Financial Performance - JunDa's overseas market revenue accounted for 58% in Q1 2024, a significant increase of 34.15 percentage points compared to the entire year of 2024, leading to a net profit increase of 39.23% [12] - The company plans to use 75% of the funds raised from the IPO to build a 5 GW PV battery production base in Oman, expected to increase production capacity by 11.3% [13] Group 5: Market Dynamics and Competitive Strategy - The company is addressing the challenges of irrational competition and price wars in the PV industry by focusing on global expansion and technological innovation [11] - JunDa has strategically reduced its reliance on outdated P-type production, achieving a 100% N-type TOPCon production structure, which positions it favorably for profit recovery as market conditions improve [18] Group 6: Conclusion - JunDa's IPO and global strategy reflect a deeper logic of transformation in China's renewable energy sector, aiming to establish a competitive advantage through technological differentiation and capital market integration [20]
光伏A+H第一股 钧达股份正式开启港股募资计划
Jing Ji Guan Cha Wang· 2025-04-28 07:56
Group 1 - The core point of the article is that Hainan Junda New Energy Technology Co., Ltd. has officially launched its H-share global offering, aiming to issue 63.43 million H-shares with a price range of HKD 20.40 to 28.60 per share [2][3] - The global offering is expected to raise approximately HKD 1.554 billion, with a net amount of HKD 1.434 billion primarily allocated for overseas market expansion, including 75% for a new 5GW solar cell production base [2] - The company has secured cornerstone investors, including Zhuhai Gaojing New Energy and Modern Direct Investment New Energy Technology, who have collectively subscribed for about HKD 493 million worth of shares, representing 31.5% of the global offering [2] Group 2 - Junda New Energy is a leading global manufacturer of photovoltaic cells, holding a 24.7% market share in N-type TOPCon cell shipments among professional manufacturers, ranking first globally [3] - The company's financial performance shows net profits of HKD 717 million, HKD 816 million, and a loss of HKD 591 million for the years 2022 to 2024, with the 2024 loss attributed to cyclical industry fluctuations [3] - The H-share issuance marks Junda as the first company in the photovoltaic cell industry to achieve "A+H" listing status, aiming to leverage the Hong Kong platform to accelerate its global strategy in response to market opportunities from global energy structure adjustments [3]
钧达股份正式开启招股,将成光伏电池行业首家“A+H”上市公司
Zheng Quan Shi Bao Wang· 2025-04-28 03:15
Group 1 - Company JunDa Co., Ltd. has submitted its H-share listing application and disclosed its prospectus on April 28, marking the official start of its Hong Kong IPO process [1] - The global offering consists of 63,432,300 shares, with 6,343,300 shares allocated for public offering in Hong Kong (approximately 10% of the total) and 57,089,000 shares for international offering (approximately 90% of the total) [1] - The price range for the H-share issuance is set between HKD 20.40 and HKD 28.60, with the expected listing date on May 8, 2025 [1] Group 2 - JunDa Co., Ltd. has become a significant holding for the National Social Security Fund, with a reported ownership of 4.48%, indicating recognition of the company's long-term value [2] - The investment from the social security fund suggests that JunDa Co., Ltd. may have opportunities for valuation enhancement, as the fund typically invests in companies at historical valuation lows [2]
钧达股份 4月28日起招股
Zheng Quan Shi Bao Wang· 2025-04-28 01:41
Group 1 - The company plans to globally offer 63.43 million shares, with 6.34 million shares for Hong Kong and 57.09 million shares for international offering, along with an overallotment option of 9.51 million shares [1] - The subscription period is from April 28 to May 2, with a maximum offer price of HKD 28.60 per share and an entry fee of approximately HKD 2,888.84 [1] - The total expected fundraising amount is HKD 1.554 billion, with a net amount of HKD 1.434 billion, which will be used for building a 5GW overseas solar cell production base, working capital, advanced technology R&D, and enhancing overseas sales and distribution channels [1] Group 2 - The company’s main business includes power generation, transmission, distribution, construction engineering, import and export of goods, and manufacturing and sales of photovoltaic equipment and components [2] - The net profit for the years 2022, 2023, and 2024 is projected to be CNY 717 million, CNY 816 million, and CNY -591 million respectively, with year-on-year changes of 501.35%, 13.77%, and -172.47% [2]
光伏A+H第一股启航:钧达股份(02865.HK/002865.SZ)重塑全球电池片估值坐标系
Ge Long Hui· 2025-04-28 01:03
Group 1 - The core viewpoint of the article highlights that Junda Co., a leading global photovoltaic battery manufacturer, has initiated its IPO process in Hong Kong, marking a significant step in its globalization strategy amidst a restructuring of the energy market and capital valuations in the renewable sector [1][10] - The trend of renewable energy companies going public in Hong Kong has surged in 2024, with over 20 companies, including industry leaders like CATL and JA Solar, participating in this wave due to favorable policies and a recovering market [2][3] - Junda Co. aims to raise funds primarily for establishing a 5GW photovoltaic battery production base in Oman, capitalizing on the region's shift towards renewable energy and its strategic geographical position [3][4] Group 2 - In Q1 2025, Junda Co. reported a net profit of -1.06 billion yuan, but showed significant quarter-on-quarter growth in both net profit and net profit excluding non-recurring items, indicating a potential turning point in profitability driven by overseas market expansion and technological innovation [6][7] - The company's overseas market revenue share increased dramatically from 23.85% in 2024 to 58% in Q1 2025, reflecting successful market penetration in regions like Asia, Europe, and Latin America [6][8] - Junda Co. has achieved a high mass production conversion efficiency of over 26.0% for its N-type batteries, with ongoing technological advancements enhancing product competitiveness and cost efficiency [8][10] Group 3 - The company's IPO in Hong Kong represents a paradigm shift in China's renewable energy sector, transitioning from "capacity output" to a model integrating technology, capital, and geopolitical influence [10] - The combination of N-type battery efficiency breakthroughs and the Middle East's energy transition presents a unique opportunity for Junda Co. to reshape the global photovoltaic value chain [10]
钧达股份今起招股 预计5月8日挂牌
Zheng Quan Shi Bao Wang· 2025-04-28 00:33
Group 1 - The company, Junda Co., plans to globally issue 63.43 million H-shares between April 28 and May 2, 2025, with 10% allocated for Hong Kong and 90% for international sales, along with a 15% over-allotment option [1] - The expected price range for the H-shares is between HKD 20.4 and HKD 28.6 per share, with trading anticipated to commence on May 8, 2025 [1] - Junda Co. is a leading manufacturer of photovoltaic cells, focusing on the research, production, and sales of high-efficiency solar cells [1] Group 2 - The company holds a competitive position in the N-type TOPCon and P-type PERC solar cell markets, with a global market share of approximately 24.7% for N-type TOPCon cells, ranking first among specialized manufacturers [1] - The overall market share for Junda Co.'s photovoltaic cells is about 17.9%, placing it second in the industry [1] - For 2024, the market share for N-type TOPCon cells is projected to be around 7.5%, while the overall photovoltaic cell market share is estimated at 5.6% [1] Group 3 - Key products include the 210-NN type TOPCon monocrystalline cell launched in 2023, featuring a front efficiency of ≥26.0% and a bifaciality rate of ≥80% [1] - The 182/183-NN type TOPCon monocrystalline cell was introduced in 2022, also achieving a front efficiency of ≥26.0% and a bifaciality rate of ≥80% [2] - The 182-PP type PERC monocrystalline cell, launched in 2021, has a front efficiency of ≥23.8% and a bifaciality rate of ≥70% [2]
钧达股份(002865) - 关于刊发H股招股说明书、H股发行价格区间及H股香港公开发售等事宜的公告
2025-04-28 00:00
证券代码:002865 证券简称:钧达股份 公告编号:2025-033 海南钧达新能源科技股份有限公司 海南钧达新能源科技股份有限公司(以下简称"公司")正在进行在境外发 行股份(H 股)并在香港联合交易所有限公司(以下简称"香港联交所")主板 挂牌上市(以下简称"本次发行上市")的相关工作。 2024 年 2 月 6 日,公司向香港联交所递交了本次发行上市的申请,并于同 日在香港联交所网站刊登了本次发行上市的申请版本资料。按照本次发行上市的 时间安排并根据香港联交所的相关规定,公司分别于 2024 年 10 月 14 日、2025 年 4 月 15 日更新递交了本次发行上市的申请,并于同日在香港联交所网站刊登 了更新申请资料。 公司于 2024 年 5 月 17 日收到中国证券监督管理委员会(以下简称"中国证 监会")出具的《关于海南钧达新能源科技股份有限公司境外发行上市备案通知 书》(国合函〔2024〕1047 号)。关于本次发行上市的相关进展具体内容详见公司 在巨潮资讯网披露的公告。 2025 年 4 月 28 日,公司按照有关规定在香港联交所网站刊登并派发本次发 行上市 H 股招股说明书,该 H 股招 ...
钧达股份(002865) - 关于公司持股5%以上股东减持计划期限届满暨实施结果的公告
2025-04-24 11:35
证券代码:002865 证券简称:钧达股份 公告编号:2025-032 海南钧达新能源科技股份有限公司 关于公司持股 5%以上股东减持计划期限届满暨实施结果的公告 股东苏显泽先生保证向本公司提供的信息内容真实、准确、完整,没有虚假 记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 海南钧达新能源科技股份有限公司(以下简称"公司")于 2024 年 12 月 28 日披露了《关于公司持股 5%以上股东股份减持预披露公告》(公告编号:2024- 156)。公司股东苏显泽先生计划自该公告披露之日起 15 个交易日后的 3 个月内 以集中竞价或大宗交易方式,合计减持不超过公司剔除回购专用账户股份后总股 本的 3%,即 6,822,466 股。其中,以集中竞价方式减持公司股份不超过 2,274,155 股,减持比例不超过公司剔除回购专用账户股份后总股本的 1%;以大宗交易方 式减持公司股份不超过 4,548,311 股,减持比例不超过公司剔除回购专用账户股 份后总股本的 2%(若在减持期间,公司有送股、资本公积转增股本等股份变动 事项,上述拟减持股份数量将相应进行调整)。 ...