Group 1: Market Overview - The electric equipment sector received a net inflow of nearly 30 billion yuan, ranking first among 31 Shenwan primary industries [1] - The green energy ETF (562010) surged, with an intraday increase of 4.19%, currently up 2.82% [1][4] - Key stocks in the green energy sector include Tianqi Materials, which hit the daily limit, and Tianhua New Energy, which rose over 16% [1][4] Group 2: Lithium and Battery Materials - Lithium hexafluorophosphate prices are fluctuating daily, with some market quotes reaching 150,000 yuan per ton, doubling since mid-October [3] - The demand for energy storage batteries and most lithium battery materials has shown signs of tightening supply, indicating a potential turning point for profitability in the lithium battery supply chain [3] Group 3: Technological Advancements - Significant progress has been made in perovskite LED technology, achieving an efficiency of 45.5% [3] - Analysts suggest that the maturation of perovskite battery technology will lay a solid foundation for large-scale commercialization by 2025 [3] Group 4: Policy Developments - The National Energy Administration issued guidelines to promote the integrated development of renewable energy, aiming for enhanced market competitiveness by 2030 [3] - A joint directive from the National Development and Reform Commission and the National Energy Administration aims to establish a multi-level renewable energy consumption and regulation system [3] Group 5: Investment Opportunities - The top ten weighted stocks in the green energy ETF include major players like CATL, Sungrow Power, and BYD [5] - The smart electric vehicle ETF (516380) focuses on both electrification and intelligent automotive technologies, presenting long-term investment opportunities in the electric and smart vehicle sectors [5]

Core Viewpoint - Rongli Construction (09639) has announced a significant strategic initiative by entering into a memorandum of understanding with global renewable energy leader CATL (300750.SZ, 03750) to collaborate in the green energy sector, marking a pivotal shift from a construction contractor to a green technology service provider [1] Group 1: Strategic Partnership - The partnership will focus on engineering design, procurement, and construction of energy storage systems, aiming to build a global network for renewable energy application solutions [1] - Rongqi New Energy, a non-wholly owned subsidiary of Rongli Construction, holds a 70% stake and is positioned as a key player in tapping into the green energy market [1] Group 2: Market Expectations - The collaboration is expected to leverage CATL's technological and resource advantages, allowing Rongli Construction to establish a leading position in the integrated "new energy + construction" solution sector in Hong Kong and the Greater Bay Area [1] - This strategic move opens up access to a trillion-dollar green energy market for Rongli Construction in the long term [1]

外交部驻港公署特派员崔建春在会上表示，中国经济将为世界提供更多发展机遇、优良营商环境、广阔 创新舞台和绿色发展条件。香港和澳门既有国家的坚实支持，又与世界其他地区保持紧密联系，要进一 步发挥这些独特优势与重要作用。应巩固和提升香港国际金融、航运、贸易中心地位，支持香港建设国 际创新科技中心，亦要支持港澳打造国际高端人才集聚高地。 新华社香港11月12日电 外交部驻港特派员公署12日举办中国共产党二十届四中全会精神专题宣介会。 出席活动的外国驻港领团及商会人士在会后表示，"十五五"规划建议中对香港发展的角色与定位科学精 准、具有前瞻性，尤其是关于香港巩固和提升三大中心地位的战略指引，让外国驻港人士深切感受到发 展机遇、看好香港的发展。 香港新西兰商会主席卫德云认为，中国"十五五"规划建议为持续发展、创新突破与民生改善指明了路 径。香港凭借自身独特优势，完全有能力深度参与规划实施、助力目标落地，尤其可发挥在金融服务、 航空海运、高校科研等领域的专长。他向新华社记者表示，香港、澳门在参与粤港澳大湾区建设的同 时，可借助大湾区进一步辐射更广阔的内地。（记者王昕怡） 南非驻港总领事莫宏飞会后表示，中国"十五五"时期聚焦 ...

Core Viewpoint - The company is actively developing its energy storage and green fuel capabilities, aligning with recent government policies aimed at promoting renewable energy solutions and technologies [1]. Group 1: Energy Storage Development - The company is building an integrated energy storage industry chain, covering power generation, grid-side, and commercial energy storage systems, and has established solid partnerships with major overseas wind power operators [1]. - The company has made significant advancements in gas storage, leading the industry with various storage methods including compressed air, hydrogen, and carbon dioxide, providing solutions for large-scale storage projects in China [1]. Group 2: Green Fuel Initiatives - The company has a comprehensive industrial layout in green fuels, including LNG, hydrogen, and green methanol, positioning itself as an industry leader [1]. - A notable project includes the construction of a 50,000-ton/year bio-green methanol demonstration plant in Zhanjiang, expected to commence production in Q4 of this year, which aligns with regional strategies to develop green marine fuel supply centers [1]. - The collaboration with Ansteel on a hydrogen production project from coke oven gas is projected to produce 15,000 tons of hydrogen and 100,000 tons of LNG annually, significantly reducing carbon emissions [1]. Group 3: Market Position and Future Outlook - The recent government guidelines are expected to accelerate the industrialization of green energy technologies, potentially increasing market opportunities for the company [1]. - The company expresses confidence in its green energy business development and aims to further consolidate its leading position in the industry, enhancing market share and brand influence [1].

Core Insights - Hong Kong contractor Rongli Construction (09639) announced a significant strategic move by signing a memorandum of understanding with global renewable energy leader CATL (300750.SZ, 03750.HK) to collaborate in the green energy sector [1] - This partnership marks Rongli Construction's entry into the renewable energy and energy storage market, representing a critical milestone in its transformation from a construction contractor to a green technology service provider [1] - The collaboration will focus on engineering design, procurement, and construction of energy storage systems, aiming to build a global network for renewable energy application solutions [1] Company Overview - Rongqi New Energy, a non-wholly owned subsidiary of Rongli Construction, holds a 70% stake and is positioned as a key player in tapping into the green energy market [1] - The partnership with CATL is expected to leverage CATL's technological and resource advantages, allowing Rongli Construction to establish a leading position in the integrated "renewable energy + construction" solution space in Hong Kong and the Greater Bay Area [1] - This strategic initiative opens the door for Rongli Construction to access the trillion-dollar green energy market [1] Industry Impact - CATL, as a global leader in power batteries and energy storage systems, brings top-tier technical strength, industry standards, and brand influence to the partnership [2] - The collaboration provides Rongli Construction with a "leading endorsement" from the industry, enhancing its credibility in the capital market and increasing potential clients' recognition of its technical capabilities and project reliability [2] - This partnership is expected to significantly boost Rongli Construction's brand image and drive revenue growth, injecting strong momentum into its long-term performance [2]

格隆汇11月12日丨荣利营造(09639.HK)公告，于2025年11月12日，荣启新能源科技有限公司("荣启"，公 司的非全资附属公司)与宁德时代新能源科技股份有限公司("宁德时代")订立谅解备忘录。根据备忘录的 条款(其中包括)，公司与宁德时代将在绿色能源业务领域密切合作，包括以下内容：(a)在储能系统供应 的工程设计、采购及施工方面开展合作，重点建立专注于为全球新能源应用提供先进解决方案的全面网 络；及(b)在全球市场与战略业务伙伴探讨储能系统集成及解决方案平台的合作机遇。 董事会认为，与宁德时代订立战略合作备忘录，标志着集团正式切入新能源及储能赛道，此乃公司业务 多元化发展重要里程碑。双方拟共同开发高效储能系统及解决方案。此战略举措不仅精准契合公司发展 战略，更有助于捕捉绿色能源领域庞大市场机遇，进一步巩固公司于绿色基建领域先导者地位。鉴于上 述理由及裨益，董事会认为，订立备忘录符合公司及其股东整体利益。 宁德时代是一家于中华人民共和国注册成立的股份有限公司，其A股于深圳证券交易所创业板上市(股 票代码：300750)及H股于联交所上市(股份代号：3750)。宁德时代是一家全球领先的新能源创新科技公 ...

Core Viewpoint - The signing of a memorandum of understanding with CATL marks a significant milestone for the company as it officially enters the renewable energy and energy storage sector, aligning with its diversification strategy and enhancing its position in the green infrastructure market [2] Group 1: Partnership Details - The company and CATL will collaborate closely in the green energy business, focusing on engineering design, procurement, and construction for energy storage systems [1] - The partnership aims to explore cooperation opportunities in energy storage system integration and solution platforms in global markets [1] Group 2: Company Background - The company is a sizable Hong Kong contractor engaged in civil, mechanical, and electrical engineering, as well as renewable energy businesses, including solar photovoltaic projects and electric vehicle distribution [1] - CATL is a leading global renewable energy innovation technology company, primarily involved in the research, production, and sales of power and energy storage batteries [1]

Core Viewpoint - The signing of a memorandum of understanding with CATL marks a significant step for the company into the renewable energy and energy storage sector, representing an important milestone in its diversification strategy [2] Group 1: Partnership Details - The memorandum outlines collaboration in the green energy sector, focusing on engineering design, procurement, and construction of energy storage systems [1] - The partnership aims to explore cooperation opportunities in energy storage system integration and solution platforms in global markets [1] Group 2: Strategic Importance - The collaboration aligns with the company's development strategy and aims to capture substantial market opportunities in the green energy sector [2] - This strategic move is expected to further solidify the company's position as a leader in the green infrastructure field [2]

Core Viewpoint - The signing of a memorandum of understanding with CATL marks a significant step for the company into the renewable energy and energy storage sector, representing an important milestone in its diversification strategy [2] Group 1: Partnership Details - The company’s subsidiary, Rongqi New Energy Technology Co., Ltd., has entered into a memorandum of understanding with CATL to collaborate closely in the green energy business [1] - The collaboration will focus on engineering design, procurement, and construction of energy storage systems, aiming to establish a comprehensive network for advanced solutions in global renewable energy applications [1] - Both parties will explore cooperation opportunities in energy storage system integration and solution platforms in the global market [1] Group 2: Company Background - The company is a sizable contractor in Hong Kong engaged in civil, mechanical, and electrical engineering, as well as renewable energy businesses [1] - It undertakes solar photovoltaic projects, distributes various electric commercial vehicles and electric engineering machinery, and constructs charging stations along with maintenance, charging, battery swapping, recycling, and energy storage services [1] - The company holds 70% of the legal and beneficial ownership of Rongqi, which is a significant stake in its subsidiary [1] Group 3: Strategic Importance - The strategic partnership with CATL aligns with the company's development strategy and helps capture substantial market opportunities in the green energy sector [2] - This initiative further solidifies the company's position as a leader in the green infrastructure field [2]

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。 榮啟為一家於香港註冊成立的投資控股有限公司。本公司為榮啟7,000股股份（相 當於榮啟全部已發行股本的70%）的法律及實益擁有人。榮啟3,000股股份（相當 於榮啟全部已發行股本的30%）由趙欽凌先生（「趙先生」）法律及實益擁有。趙 先生為一名商人及中國的個人投資者，據董事經作出一切合理查詢後所深知、 盡悉及確信，趙先生為獨立第三方，且與本公司或其任何關連人士（定義見香 港聯合交易所有限公司證券上市規則）並無關連。 – 1 – (a) 在儲能系統供應的工程設計、採購及施工方面開展合作，重點建立專注於 為全球新能源應用提供先進解決方案的全面網絡；及 (b) 在全球市場與戰略業務夥伴探討儲能系統集成及解決方案平台的合作機遇。 Wing Lee Development Construction Holdings Limited 榮利營造控股有限公司 （於開曼群島註冊成立的有限公司） （股份代號：9639） 自 ...