Core Viewpoint - 大唐新能源 (01798.HK) will hold a board meeting on October 30, 2025, to review and approve the unaudited third-quarter results for the nine months ending September 30, 2025 [1] Group 1 - The board meeting is scheduled for October 30, 2025 [1] - The meeting will focus on the review and approval of the company's unaudited third-quarter performance [1] - The performance period under review is for the nine months ending September 30, 2025 [1]

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 不對因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。 鄒 敏 聯席公司秘書 中 國 北 京，2025年10月14日 於 本 公 告 日 期，本 公 司 的 執 行 董 事 為 應 學 軍 先 生 及 王 方 紅 先 生；非 執 行 董 事 為 榮 曉 傑 女 士、王 少 平 先 生、石 峰 先 生 及 白 力 先 生；及 獨 立 非 執 行 董 事 為 盧 敏 霖 先 生、余 順 坤 先 生 及 秦 海 岩 先 生。 董事會會議召開日期 中 國 大 唐 集 團 新 能 源 股 份 有 限 公 司（「本公司」）之 董 事 會（「董事會」）謹 此 宣 佈，董 事 會 會 議 將 於2025年10月30日（星 期 四）召 開，藉 以（其 中 包 括）審 議及批准本公司及其附屬公司截至2025年9月30日止九個月的未經審計 第 三 季 度 業 績 及 其 發 佈。 承董事會命 中國大唐集團新能源股 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [2] Core Viewpoints - The release of the "14th Five-Year" Energy Planning Management Measures emphasizes compliance and economic viability in energy projects, with stricter controls on project inclusion in energy planning [2][7] - The new measures aim to enhance the systematic, authoritative, scientific, and adaptive nature of energy planning, with a focus on mid-term and summary evaluations [7][9] - The market sentiment towards new energy development has been pessimistic due to the negative impact of market transactions on investment returns, but the 2035 development goals announced by President Xi Jinping have provided reassurance [3][10] - The government is addressing irrational competition in the energy sector, particularly in coal and photovoltaic industries, to stabilize prices and promote the exit of inefficient capacities [10][11] Summary by Sections 1. Energy Planning Management Measures - The new management measures replace the previous version and are effective for five years, focusing on high-quality energy development [7] - The measures restrict provincial energy planning from including projects not approved at the national level, ensuring a more rigorous planning process [8][9] 2. Market Dynamics and Recommendations - The report suggests focusing on stocks with third-quarter performance catalysts, highlighting long-term investments in quality hydropower and undervalued wind power companies [12][13] - Short to medium-term recommendations include companies with strong asset quality and management capabilities, as well as regional stocks with lower downside risk [11][12]

Core Viewpoint - 大唐新能源 has announced the issuance of its 2024 public offering of renewable corporate bonds aimed at professional investors, with a total issuance amount of RMB 1 billion and an interest rate of 2.30% [1] Group 1 - The bonds will start paying interest from October 22, 2025, covering the period from October 22, 2024, to October 21, 2025 [1] - The bonds are referred to as "24唐新Y4" [1]

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 不對因本公告全部或任何部份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。 2024年可續期公司債券2025年付息公告 後 續 兌 付、兌 息 工 作 由 本 公 司 自 行 負 責 辦 理，相 關 實 施 事 宜 以 本 公 司 的 公 告 為 準。本 公司將在本期債券付息日2個交易日前 將本期債券的利息足額劃付至中證登上海分公司指定的銀行賬戶。 本 公 告 乃 由 中 國 大 唐 集 團 新 能 源 股 份 有 限 公 司（「本公司」）根 據 香 港 聯 合交易所有限公司證券上市規則第13.09條及第13.10B條及香港法例第 571章《證 券 及 期 貨 條 例》第XIVA部 項 下 內 幕 消 息 條 文 而 作 出。 茲提述本公司日期為2024年10月22日 有 關 公 開 發 行 可 續 期 公 司 債 券（「本 期債券」）的 公 告（「發行公告」）。除 非 文 義 另 有 所 指，否 則 本 公 ...

Market Overview - On October 9, the Hang Seng Index closed at 26,752 points, down 76 points, while the Hang Seng Tech Index fell 42 points to 6,471 points, with a trading volume of HKD 386.82 billion[1] - HSBC Holdings (5 HK) proposed privatization of Hang Seng Bank (11 HK), leading to a 6% drop in HSBC shares, while Hang Seng Bank shares surged 30%[1] - Semiconductor stocks, including SMIC (688981 CH), faced a sell-off after a financing adjustment, with shares dropping nearly 7% after an initial rise of 4%-9%[1] U.S. Market Dynamics - On October 9, the Dow Jones Index fell 243 points after reaching a record high, while the S&P 500 and Nasdaq dropped 0.28% and 0.08%, respectively[2] - Nvidia (NVDA US) gained 1.8% after receiving approval to sell chips to the UAE, reaching a record high[2] - Gold prices fell over 2%, dropping below USD 4,000, as Middle East tensions eased following a ceasefire agreement[2] Macroeconomic Trends - During the National Day and Mid-Autumn Festival holiday (October 1-7), retail and catering sales in China grew by 2.7% year-on-year[3] - Foot traffic and sales in monitored pedestrian streets increased by 8.8% and 6.0%, respectively, highlighting a shift towards green and smart consumption[3] - Sales of green organic food surged by 27.9%, while smart home products and domestic fashion saw increases of 14.3% and 14.1% respectively[3] Industry Insights - In the smart driving sector, Black Sesame Technologies (2533 HK) anticipates L3 autonomous driving technology to mature in the next 3-5 years, with shares rising 5.3%[4] - The Hang Seng Healthcare Index fell 4.96%, attributed to lower-than-expected milestone payments from Innovent Biologics (9969 HK), despite stable performance from WuXi AppTec (2359 HK) and WuXi Biologics (2269 HK)[4] - The renewable energy sector saw positive performance, with wind power stocks rising between 3.4% and 8.4%, reflecting market optimism for the second half of the year[5]

Core Viewpoint - 大唐新能源 (01798) announced that its fourth phase of ultra-short-term financing bonds for the year 2025 will mature on October 16, 2025, with a total issuance amount of RMB 1.5 billion [1] Company Summary - The ultra-short-term financing bond is referred to as "25大唐新能SCP004" [1] - The total amount issued for this bond is RMB 1.5 billion [1]

Core Viewpoint - 大唐新能源 announced the issuance of its fourth phase of ultra-short-term financing bonds for the year 2025, with a total amount of RMB 1.5 billion, maturing on October 16, 2025 [1] Company Summary - The ultra-short-term financing bond is referred to as "25大唐新能SCP004" [1] - The total issuance amount for this bond is RMB 1.5 billion [1]

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 不對因本公告全部或任何部份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。 II. 兌付相關事宜 託 管 在 銀 行 間 市 場 清 算 所 股 份 有 限 公 司 的 債 券，其 兌 付 資 金 由 本 公 司在規定時間之前劃付至銀行間市場清算所股份有限公司制定的 收 款 賬 戶 後，由 銀 行 間 市 場 清 算 所 股 份 有 限 公 司 在 兌 付 日 劃 付 至 債 券 持 有 人 指 定 的 銀 行 賬 戶。債 券 兌 付 日 如 遇 中 國 大 陸 法 定 節 假 日， 則 劃 付 資 金 的 時 間 相 應 順 延。債 券 持 有 人 資 金 匯 劃 路 徑 變 更，應 在 兌付前將新的資金匯劃路徑及時通知銀行間市場清算所股份有限 公 司。因 債 券 持 有 人 資 金 匯 劃 路 徑 變 更 未 及 時 通 知 銀 行 間 市 場 清 算 所 股 份 有 限 公 司 而 不 能 及 時 收 到 ...

Market Overview - On October 9, Hong Kong's three major indices showed mixed performance, with the Hang Seng Technology Index down 0.66%, the Hang Seng Index down 0.29%, and the Hang Seng China Enterprises Index up 0.07% [1] - The Hang Seng Technology Index closed at 6471.34, down 42.85 points, while the Hang Seng Index closed at 26752.59, down 76.87 points [1] Sector Performance - The high-speed rail infrastructure sector saw significant gains, with China Railway leading the rise by over 10% [1][4] - The non-ferrous metals sector continued to rise, with China Daye Nonferrous Metals increasing by over 21% [1][10] - Wind power and electrical equipment stocks also performed well, with Goldwind Technology rising over 8% [8] Company Highlights - Major technology stocks had mixed results, with Bilibili up over 6% and Kuaishou up over 3%, while Alibaba fell over 2% [3] - China Railway's stock rose by 10.08%, closing at 4.260 [6] - China Daye Nonferrous Metals saw a significant increase of 21.62%, closing at 0.135 [10] Policy and Regulatory Developments - The National Railway Administration has initiated the "14th Five-Year" railway development plan, focusing on network reinforcement, regional coordination, and smart upgrades, with plans to build over 17,000 kilometers of railways, including 10,000 kilometers of high-speed rail [5] - China's new round of national contributions announced at the UN Climate Summit aims for non-fossil energy consumption to reach over 30% by 2035, boosting the long-term development of the wind power industry [7] Investment Insights - Semiconductor stocks experienced a sharp decline, with SMIC down over 6% [11] - The electronic cigarette sector faced significant drops, with Smoore International falling over 13% due to rising R&D and sales costs impacting profit margins [12] - The innovative drug sector also saw declines, with major companies like Crystal Technology and Innovent Biologics dropping over 11% [14]