CN ANCHU ENERGY(02399)
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搜影大师:营运指标提升 虎都渐入佳境
Ge Long Hui· 2026-02-09 14:49
Group 1: Market Performance - The Hong Kong stock market has seen a cumulative increase of 5,969 points over the past eight months, but started September with mixed performance, with the Hang Seng Index down by 17 points or 0.1%, closing at 27,953 points and a trading volume of HKD 1,005.67 million [1] - Macau's gaming revenue for August rose by 20.4% year-on-year, aligning with market expectations, leading to a surge in gaming stocks, particularly Galaxy Entertainment, which reached a nearly 33-month high with a 3.9% increase, closing at HKD 51 [1] Group 2: Company Performance - China Tuhu (02399.HK) reported a 19.8% increase in net profit to RMB 73.8 million for the six months ending June, despite a 4.9% decrease in revenue to RMB 600 million and a similar decline in gross profit [2] - The company's EBITDA, net profit margin, and return on equity improved by 4.1 percentage points, 2.5 percentage points, and 0.7 percentage points to 22.5%, 12.3%, and 9.8% respectively [2] - Tuhu's trade receivables turnover days decreased by 34 days to 108 days, and the debt-to-asset ratio significantly narrowed by 12.5 percentage points to 32.2%, indicating ongoing improvement in overall metrics [2] Group 3: Acquisition and Future Prospects - Tuhu acquired 100% of Chameleon Ventures Limited for RMB 340 million, which operates over 40 retail stores in Beijing, with past profits of RMB 16.34 million and RMB 18.59 million over the last two years [3] - The seller provided a profit guarantee, ensuring that Tuhu's profit will not be less than RMB 26 million this year, with compensation for any shortfall [3] - Tuhu plans to leverage the new acquisition to enhance sales and continue optimizing underperforming stores, with a potential price target of around RMB 7.7, indicating a possible upside of approximately 30% [3]
搜影大師:密密收貨有驚喜,虎都博升三成
Ge Long Hui· 2026-02-09 14:49
港股上週表現反覆呈梅花間竹走勢,恆指上週五收報31,267點,升301點或1%,成交金額1,033.32億元。總結狗年首週 表現,恆指累升151點或0.5%;連升兩週累升1,759點或6%。雖然安邦遭中保監接管一年,原董事長吳小暉亦遭起訴, 但中資金融股普遍靠穩,中行(03988.HK)及國壽(02628.HK)分別上升2.1%及1.1%。 中共政治局常委日前召開會議,聽取河北雄安新區規劃編製情況的滙報,習近平主持會議並發表講話。雄安新區規劃 和建設將會同步規劃建設數字城市,當中包括打造智能新區、以生態為優先、綠色發展,以及綠色低碳新區。金隅 (02009.HK)除了是北方京津冀地區主要水泥供應商,亦於該區持有土地儲備。金隅上週五彈升5.9%,收報3.95元。 虎都於公佈業績後報佳音,屆時有望挑戰7.7元,較現價潛在升幅約三成。 盈警後股價不跌反升 再者,集團亦在去年完成以3.4億元人民幣收購北京分銷商「北京浩垠服飾」。截至2016年底,虎都於北京的分銷零售 店約58家,浩垠佔當中近七成的銷售佔有率,收購有效增加虎都自營零售店舖的數量,有助其鞏固品牌於北京的銷售 網絡。在收購北京浩垠時虎都獲溢利保證,2017 ...
异动盘点0209 | 内房股延续涨势,博彩股继续走高;SpyGlass Pharma暴涨65%,比特币概念股大幅反弹
贝塔投资智库· 2026-02-09 04:03
Group 1 - The core viewpoint of the article highlights significant stock movements in the Hong Kong and US markets, driven by strategic partnerships, positive financial reports, and market trends [1][2][3][4][5][6][7]. Group 2 - Ocean Group (01991) saw a surge of over 13.3% after announcing a strategic partnership with CONSCIOUSNESS FOUNDATION LTD. to establish a joint venture focused on AI smart hardware, marking a significant step in its AI strategy [1]. - Gaming stocks continued to rise, with Melco International Development (00200) up 5.49% and Sands China (01928) up 3.26%, supported by a 24% year-on-year increase in Macau's gaming revenue for January [1]. - China Energy Storage (02399) increased by over 9.2% following its announcement to acquire 100% of Wuzhong Ruichu Technology for RMB 64 million [2]. - The real estate sector showed recovery, with Sunac China (01918) rising 8.2% as market confidence improved in January [3]. - Gold stocks collectively rose, with China’s gold reserves increasing to 74.19 million ounces, marking a continuous increase for 15 months [4]. - In the US market, Lexin Fintech (LX.US) rose 6.04% amid a broader market rally, with the Dow Jones reaching a historic high of 50,115.67 points [5]. - SpyGlass Pharma (SGP.US) debuted on the US market with a 65% increase, focusing on chronic eye disease treatments [6]. - Bitcoin-related stocks rebounded significantly, with Strategy (MSTR.US) up 26.11% [7].
港股中国安储能源(02399.HK)一度涨超10%
Mei Ri Jing Ji Xin Wen· 2026-02-09 03:24
每经AI快讯,2月9日,中国安储能源(02399.HK)一度涨超10%,截至发稿涨9.23%,报0.71港元,成交 额1251.05万港元。 ...
港股异动 | 中国安储能源(02399)涨超10% 近日拟6400万元收购吴忠市瑞储科技有限公...
Xin Lang Cai Jing· 2026-02-09 03:23
Core Viewpoint - China Anshun Energy (02399) has seen a stock price increase of over 10%, currently trading at 0.71 HKD, with a transaction volume of 12.51 million HKD, following the announcement of its acquisition of 100% equity in Wuzhong Ruichu Technology Co., Ltd. for 64 million RMB, which may be adjusted [1] Group 1: Acquisition Details - The target company, Wuzhong Ruichu Technology, is primarily engaged in the electrochemical energy storage power station project located in Tongxin County, Wuzhong City, Ningxia Hui Autonomous Region [1] - The energy storage project consists of 20 modular storage units and 540 energy modules with a capacity of 186 kW/372 kWh, utilizing lithium-ion battery technology for efficient charge and discharge cycles [1] - The total installed capacity of the power station is approximately 100 MW/200 MWh, designed as a large-scale utility-grade energy storage facility [1] Group 2: Project Benefits - The project aims to support regional grid stability and renewable energy integration [1] - It is expected to generate stable revenue by providing peak shaving, frequency regulation, and ancillary services to the national grid [1]
中国安储能源涨超10% 近日拟6400万元收购吴忠市瑞储科技有限公司全部股权
Zhi Tong Cai Jing· 2026-02-09 03:13
Core Viewpoint - China Anshun Energy (02399) has seen a stock price increase of over 10%, currently trading at 0.71 HKD with a transaction volume of 12.51 million HKD, following the announcement of its acquisition of 100% equity in Wuzhong Ruichu Technology Co., Ltd. for 64 million RMB, which can be adjusted downwards [1] Group 1: Acquisition Details - The target company, Wuzhong Ruichu Technology, is primarily engaged in the electrochemical energy storage power station project located in Tongxin County, Wuzhong City, Ningxia Hui Autonomous Region [1] - The energy storage project consists of 20 modular storage units and 540 energy modules with a capacity of 186 kW/372 kWh, utilizing lithium-ion battery technology for efficient charge and discharge cycles [1] - The total installed capacity of the power station is approximately 100 MW/200 MWh, designed as a large-scale utility-grade energy storage facility [1] Group 2: Project Benefits - The project aims to support regional grid stability and renewable energy integration, providing peak shaving, frequency regulation, and ancillary services to the national grid, thereby generating stable revenue [1]
港股异动 | 中国安储能源(02399)涨超10% 近日拟6400万元收购吴忠市瑞储科技有限公司全部股权
智通财经网· 2026-02-09 03:13
Core Viewpoint - China Anshuo Energy (02399) has seen a stock price increase of over 10%, currently trading at 0.71 HKD with a transaction volume of 12.51 million HKD, following the announcement of its acquisition of 100% equity in Wuzhong Ruichu Technology Co., Ltd. for 64 million RMB, which can be adjusted [1] Group 1: Acquisition Details - The target company, Wuzhong Ruichu Technology, is primarily engaged in the electrochemical energy storage power station project located in Tongxin County, Wuzhong City, Ningxia Hui Autonomous Region [1] - The energy storage project consists of 20 modular storage units and 540 energy modules with a capacity of 186 kW/372 kWh, utilizing lithium-ion battery technology for efficient charge and discharge cycles [1] - The total installed capacity of the power station is approximately 100 MW/200 MWh, designed as a large-scale utility-grade energy storage facility to support regional grid stability and renewable energy integration [1] Group 2: Revenue Generation Potential - The project is classified as a large-scale utility-grade energy storage facility, which can support regional grid stability and renewable energy integration [1] - It is expected to generate stable revenue by providing peak shaving, frequency regulation, and ancillary services to the national grid [1]
中国安储能源(02399) - 截至二零二六年一月三十一日止之股份发行人的证券变动月报表
2026-02-04 10:00
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 第 1 頁 共 10 頁 v 1.2.0 II. 已發行股份及/或庫存股份變動及足夠公眾持股量的確認 致:香港交易及結算所有限公司 公司名稱: 中國安儲能源集團有限公司 呈交日期: 2026年2月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02399 | 說明 | 普通股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 4,000,000,000 | HKD | | 0.0025 HKD | | 10,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 4,000,000,000 | HKD ...
中国安储能源拟6400万元收购储能项目
Zheng Quan Ri Bao Wang· 2026-01-29 02:48
Core Viewpoint - China Anshun Energy Group Limited has announced a share acquisition agreement for an electrochemical energy storage project located in Ningxia, with a transaction price of 64 million yuan [1] Group 1: Project Details - The project is designed as a large utility-scale energy storage facility that supports regional grid stability and renewable energy integration [1] - It operates by purchasing electricity from the State Grid at lower prices during nighttime low demand periods and selling it back at higher prices during daytime peak demand periods, optimizing load management and capitalizing on peak-valley arbitrage opportunities [1] Group 2: Strategic Expansion - While advancing domestic project operations, China Anshun Energy is accelerating its global layout and cooperation in power and energy storage assets [1] - The company is conducting preliminary reserves and investment cooperation assessments for energy storage projects in multiple countries and regions, aiming to share long-term returns from high-quality overseas power assets while effectively controlling risks [1] - This strategy is part of a broader effort to enhance international energy investment and management capabilities [1]
宁夏储能项目投运落地,中国安储能源02399.H.K加速全球电力资产布局
Sou Hu Cai Jing· 2026-01-28 04:06
Group 1 - The core viewpoint of the articles highlights the strategic expansion and operational capabilities of China Anshun Energy Group in the energy storage sector, particularly in the context of global energy transition and the importance of new energy storage systems [1][3][5]. Group 2 - China Anshun Energy Group has completed the acquisition of an electrochemical energy storage project in Ningxia, China, which is now operational and supports multiple revenue models, contributing to regional grid stability [1]. - The significance of new energy storage systems is increasing as they enhance the flexibility of power systems, ensure grid safety, and promote the consumption of renewable energy, aligning with the "14th Five-Year Plan" for energy development [3]. - The company is accelerating its global layout of power and energy storage assets, with a planned investment of approximately RMB 5.5 billion in a storage project in Norway, utilizing zinc-bromine flow battery technology [5]. - China Anshun Energy Group is also evaluating investment cooperation in energy storage projects across China, Norway, Dubai, and Southeast Asia, aiming to share long-term returns from high-quality overseas power assets while managing risks effectively [7]. - The management emphasizes a focus on energy transition trends, prioritizing energy storage projects with clear cash flow mechanisms and replicable operations to enhance asset quality and operational resilience, ultimately creating long-term value for shareholders [7].