Core Viewpoint - The space photovoltaic concept stocks have collectively declined, indicating market skepticism about the current state and future potential of space photovoltaic technology [1] Group 1: Stock Performance - JunDa Co., Ltd. (002865) has dropped by 7.51%, trading at 41.64 HKD [1] - Fuyao Glass (601865) has decreased by 4.23%, trading at 10.86 HKD [1] - Xinyi Solar (00968) has also fallen by 4.23%, trading at 3.4 HKD [1] - New Special Energy (01799) has seen a decline of 2.57%, trading at 7.2 HKD [1] Group 2: Industry Insights - Liu Yiyang, Executive Secretary of the China Photovoltaic Industry Association, stated that space photovoltaic technology is still in the early stages of exploration and validation, making it premature to determine a clear technical direction [1] - The heterojunction (HJT) perovskite technology, which has garnered significant attention from the capital market, is primarily based on a "cost reduction logic" proposed by certain financial institutions, with actual products still in the laboratory or validation phase [1] - There is a considerable distance to go before achieving large-scale commercialization of these technologies [1]

Core Viewpoint - The space photovoltaic concept stocks have collectively declined, indicating market skepticism about the current state and future potential of space photovoltaic technology [1] Group 1: Stock Performance - JunDa Co., Ltd. (02865) fell by 7.51%, trading at HKD 41.64 [1] - FuLite Glass (06865) decreased by 4.23%, trading at HKD 10.86 [1] - Xinyi Solar (00968) also dropped by 4.23%, trading at HKD 3.4 [1] - New Special Energy (01799) saw a decline of 2.57%, trading at HKD 7.2 [1] Group 2: Industry Insights - On February 4, Liu Yiyang, the Executive Secretary-General of the China Photovoltaic Industry Association, stated that space photovoltaic technology is still in the early stages of exploration and validation [1] - It is too early to determine a clear technological direction for space photovoltaic technology [1] - The market's enthusiasm for heterojunction (HJT) perovskite technology is primarily based on a "cost reduction logic" proposed by certain financial institutions, while actual products remain in the laboratory or early validation stages, far from large-scale commercialization [1]

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: 2026年1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: 新特能源股份有限公司 呈交日期: 2026年2月3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) | 01799 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 376,170,756 | RMB | | 1 | RMB | | 376,170,756 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 376,170,756 | RMB | | 1 | RMB | | 376,170,756 | | 2. 股份分類 | 普通股 ...

Group 1 - The stock of New Energy (01799.HK) experienced a significant decline, dropping over 8% at one point and currently down 6.83%, trading at 7.09 HKD [1] - The trading volume reached 19.8835 million HKD [1]

Group 1 - New Special Energy (01799) experienced a decline of over 8%, currently trading down 6.83% at HKD 7.09, with a transaction volume of HKD 19.8835 million [1] - TrendForce reported that the polysilicon industry inventory is at a high level, exceeding 510,000 tons and continuing in a phase of accumulation [1] - Dongwu Securities indicated that due to the upcoming Spring Festival and a surge in silver prices, there has been limited improvement in production scheduling across the industry chain, leading to weak demand for polysilicon procurement and a likelihood of overall price stability [1]

智通财经APP获悉，新特能源(01799)再跌超8%，截至发稿，跌6.83%，报7.09港元，成交额1988.35万港 元。 消息面上，TrendForce此前发布报告称，多晶硅行业库存处于高位，总量已突破51万吨并继续处于累库 阶段。东吴证券指出，对于短期硅料价格走势，春节临近、银价暴涨导致的产业链排产未有太大起色， 传导至硅料采购需求有限，硅料价格整体将弱势维稳的可能性较大。 ...

新特能源(01799)发布公告，南新建先生(南先生)获委任为本公司执行董事，自2026年1月30日起生效， 直至第五届董事会任期届满为止。 ...

智通财经APP讯，新特能源(01799)发布公告，南新建先生(南先生)获委任为本公司执行董事，自2026年 1月30日起生效，直至第五届董事会任期届满为止。 ...

XINTE ENERGY CO., LTD. 新特能源股份有限公司 非執行董事 張新 楊曉東 胡有成 獨立非執行董事 （於中華人民共和國註冊成立的股份有限公司） （股份代號：1799） 董事名單與其角色和職能 新特能源股份有限公司董事會（「董事會」）成員載列如下。 執行董事 黃漢杰 （董事長） 南新建 黃芬 崔翔 陳維平 譚國明 董事會下設4個委員會。下表提供各董事會成員所在委員會的成員資料。 | | 董事會委員會 | 戰略委員會 | 提名委員會 | 薪酬與考核 | 審計委員會 | | --- | --- | --- | --- | --- | --- | | 董事 | | | | 委員會 | | | 黃漢杰 | | C | M | | | | 南新建 | | | | M | | | 黃芬 | | | M | | | | 張新 | | M | | | M | | 楊曉東 | | M | | | | | 胡有成 | | | | M | M | | 崔翔 | | M | C | C | M | | 陳維平 | | M | M | M | M | | 譚國明 | | | M | M | C | C: 有關董事會委員 ...

2026年第一次臨時股東會投票表決結果； 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。 XINTE ENERGY CO., LTD. 新特能源股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：1799） 及 委任執行董事 茲提述新特能源股份有限公司（「本公司」）日期為2026年1月12日的通函（「通函」） 及2026年第一次臨時股東會（「臨時股東會」）通告。除文義另有所指外，本公告 所用詞彙與通函所界定者具相同涵義。 臨時股東會 本公司已於2026年1月30日（星期五）於中國新疆烏魯木齊市甘泉堡經濟技術開 發區（工業園）眾欣街2249號研發樓會議室現場召開臨時股東會。臨時股東會已 依照中國公司法及章程的規定舉行。 臨時股東會由董事長黃漢杰先生主持。全體董事均出席臨時股東會。 – 1 – 於臨時股東會當日，本公司已發行股份總數為 1,430,000,000 股 股 份（其 中 1,053,829,244股為內資股，376,170, ...