中国经济网北京9月13日讯（记者 杨秀峰）9月10日至14日，2025年服贸会在首钢园区举办。施耐德电 气以"新质服务+产业向'新'行"为主题，第六次赴约参会，围绕创新驱动、生态协同、行业赋能三大核 心领域，全方位呈现"新质服务体系"升级创新成果。 企业相关负责人表示，依托创新驱动和生态协同的强大助力，施耐德电气充分发挥数字化专长，结合 AI等先进技术，将专业服务融入细分行业领域，持续构建社会价值和经济价值协同发展的服务"新范 式"。 施耐德电气副总裁、中国及东亚区市场营销部负责人古月表示："服务正成为各行业的价值爆发点。当 产业转型遇上服务经济时代，创新促服务，产业融服务，生态共服务，才能抓住转型机遇，实现可持续 增长。"以新质生产力为引领的服务业蕴藏潜力，发展势能广阔。 施耐德电气高级副总裁、中压及服务业务中国区负责人徐韶峰表示，新质服务不仅是企业质效提升 的"倍增器"，还是产业转型升级的"加速器"。施耐德电气将持续加强创新力度及研发投入，凭借全面升 级的"新质服务体系"，深度赋能千行百业明晰升级思路，突破转型瓶颈，推动生产效率与经营效益双向 提升，平衡短期收益与长期可持续目标，实现经济、环境与社会效益的 ...

服贸会期间，施耐德电气携手8家服务合作伙伴代表共同发布了《新质服务行业生态联合宣言》，旨在 加强施耐德电气与服务伙伴在联合创新、场景挖掘、规模化应用、专业服务领域的深化合作，以生态合 力为各行业客户提供更广泛赋能。 当前，产业变革进程提速，叠加大规模设备更新需求，以及先进制造业与现代服务业深度融合等政策推 动，服务业迎来广阔发展空间，成为提升产业效能、激活内生动力、推动产业向价值链高端跃升的重要 引擎。施耐德电气副总裁、中国及东亚区市场营销部负责人古月表示，"服务正成为各行业的价值爆发 点。当产业转型遇上服务经济时代，创新促服务，产业融服务，生态共服务，才能抓住转型机遇，实现 可持续增长。" 以新质生产力为引领的服务业蕴藏潜力，发展势能广阔。施耐德电气高级副总裁、中压及服务业务中国 区负责人徐韶峰表示，"新质服务是企业质效提升的'倍增器'，还是产业转型升级的'加速器'。施耐德电 气将持续加强创新力度及研发投入，凭借全面升级的'新质服务体系'，深度赋能千行百业明晰升级思 路，突破转型瓶颈，推动生产效率与经营效益双向提升，平衡短期收益与长期可持续目标，实现经济、 环境与社会效益的协同共进。六赴服贸会之约，我们期待 ...

Core Insights - Schneider Electric has entered a strategic partnership with Gasan Zammit Automotive to launch innovative electric vehicle charging solutions in Malta, aligning with the country's transition to a low-carbon economy [1][2] - The collaboration aims to provide integrated electric vehicle services that cater to Malta's climate characteristics and urban infrastructure needs, enhancing sustainable mobility [1] - Customers purchasing Ford electric vehicles from Gasan Zammit will receive Schneider's home charging stations, promoting convenience and accelerating the adoption of eco-friendly transportation [2] Group 1 - The partnership is part of Schneider Electric's "Future Partner Program," focusing on resource integration to deliver smart and flexible charging solutions [1] - Schneider Electric's charging stations are compatible with all Type 2 interface vehicles in the European market, offering multiple power outputs of 7.4/11/22 kW [1] - The charging stations feature remote scheduling, monitoring, and management capabilities, and can integrate with solar energy systems for clean energy utilization [1] Group 2 - The collaboration reflects both companies' commitment to innovation and sustainability, expanding Gasan Zammit's future automotive strategy [2] - Schneider Electric's initiative aligns with its core strategies of promoting sustainability, leading energy and automation digital transformation, and providing innovative solutions for energy efficiency and decarbonization [2]

For the quarter ended June 2025, Suncor Energy (SU) reported revenue of $8.6 billion, down 9.8% over the same period last year. EPS came in at $0.51, compared to $0.93 in the year-ago quarter.The reported revenue represents a surprise of +11.28% over the Zacks Consensus Estimate of $7.72 billion. With the consensus EPS estimate being $0.50, the EPS surprise was +2%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectat ...

Company Overview - Suncor Energy is one of the largest synthetic crude oil sands companies with a market capitalization of nearly $50 billion [2] Operational Performance - The company has continued to set new records with its operations, indicating strong performance in its sector [2] Investment Strategy - The Value Portfolio focuses on building retirement portfolios using a fact-based research strategy, which includes extensive analysis of 10Ks, analyst commentary, market reports, and investor presentations [2]

Suncor is tapping Pedro Lagos to trade fuels from the company’s four refineries as Veronica Veliz retires, according to people with knowledge of the situation https://t.co/SqTanIHTLE ...

作为全球能源管理领域领先企业，施耐德电气在过去15年间持续投入研发创新，打造适用于一次及二次配电系统的无六氟化硫 中压产品组合，以干燥空气和真空绝缘替代六氟化硫，获得了业界的广泛认可。例如RM AirSeT环保气体绝缘环网柜荣获了德 国 iF 设计奖，彰显了该技术的创新性与卓越设计。 根据协议，施耐德电气将每年向意昂集团供应 GM AirSeT 环保气体绝缘开关柜与 RM AirSeT 环保气体绝缘环网柜。在协议签 署前，双方已在意昂集团旗下子公司 Westnetz 启动无六氟化硫气体绝缘开关设备（GIS）试点项目，以验证设备是否符合意昂 集团的严苛需求。 此次合作中，施耐德电气将承接意昂集团在一次及二次配电系统的大部分采购需求，充分体现了意昂集团对 AirSeT技术在设 计与性能方面的高度认可。此外，意昂集团还对其德国电网公司推进关键组件标准化管理，为部署新一代开关设备奠定了坚实 基础。通过新一代创新产品的规模化应用，将同步提升电网韧性与运行效率，为意昂集团实现可持续发展目标提供关键支撑。 随着全球能源转型的加速推进，六氟化硫（SF₆）作为一种强温室气体，对环境影响的长期性及破坏性愈发凸显，其全球变暖 潜能 ...

Group 1 - The article emphasizes the attractiveness of the energy sector, which is currently undervalued compared to high market cap stocks like NVIDIA and Microsoft [2] - It highlights the potential for value investors to capitalize on the market dynamics, particularly in defensive stocks with a medium- to long-term investment horizon [2] Group 2 - The focus of iREIT+HOYA Capital is on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1]

Core Insights - Suncor Energy Inc. reported second-quarter 2025 adjusted operating earnings of 51 cents per share, slightly exceeding the Zacks Consensus Estimate of 50 cents, driven by strong production growth in the upstream segment, although down from 93 cents in the same quarter last year due to lower earnings in the downstream segment [1][12] Financial Performance - Operating revenues reached $8.6 billion, surpassing the Zacks Consensus Estimate by 11.3%, primarily due to increased sales volumes in both upstream and downstream segments, despite a year-over-year decline of approximately 9.8% [2] - The company distributed a total of C$1.45 billion to shareholders, including C$750 million in share repurchases and C$700 million in dividends [3] - Adjusted funds from operations were C$2.7 billion, with free cash flow of C$1 billion for the quarter [3] Production and Segment Performance - Upstream production hit a record of 808,100 barrels per day (bbls/d), a 4.9% increase year-over-year, exceeding the consensus estimate of 791,000 bbls/d [4][5] - Oil sands bitumen production rose to 860,800 bbls/d from 834,400 bbls/d in the previous year, driven by record output at Firebag [5] - The company's E&P volume increased 9.3% to 59,700 bbls/d, surpassing the consensus estimate of 54,000 bbls/d [6] Cost and Efficiency - Operating costs from Oil Sands operations decreased to C$27.95 per barrel from C$28.45 in the previous year, attributed to a lower proportion of Fort Hills bitumen directed to upgrading [7] - Cash operating costs per barrel increased to C$36.75 from C$30.60 in the prior-year period due to increased mining activities and commodity costs [10] Downstream Operations - Refining and Marketing adjusted operating earnings were C$404 million, down from C$588 million in the same quarter last year, primarily due to inventory valuation losses and a one-time emissions compliance charge [12] - Refinery throughput totaled 442,300 bpd, beating the consensus estimate of 397,000 bpd, with refinery utilization at 95% compared to 92% a year ago [13][14] Financial Position and Guidance - Total expenses decreased 3.7% to C$10.5 billion, with operating, selling, and general expenses remaining consistent at C$3.163 billion [15] - Cash flow from operating activities was C$2.9 billion, down from C$3.8 billion in the prior-year quarter, with capital expenditures of C$1.6 billion [16] - The company updated its 2025 capital expenditure guidance to C$5.7 billion to C$5.9 billion, down from C$6.1 billion to C$6.3 billion [17]

Financial Data and Key Metrics Changes - The company reported a record upstream production of 831,000 barrels per day for the first half of 2025, an increase of 28,000 barrels per day compared to the previous record set in 2024 [7] - Refining throughput reached 462,000 barrels per day in the first half of 2025, surpassing the previous best by 20,000 barrels per day [9] - Adjusted funds from operations (AFFO) for Q2 was $2,700,000,000, translating to $2.2 per share, while adjusted operating earnings were $873,000,000 or $0.71 per share [32] - Operating costs for the first half of 2025 were $6,460,000,000, down $135,000,000 compared to 2024 despite higher production and throughput [12] Business Line Data and Key Metrics Changes - Upstream production in Q2 was 808,000 barrels per day, the highest second quarter in company history, with oil sands production at 748,000 barrels per day [31] - Refining utilization remained robust at 95%, with crude throughput of 442,000 barrels per day [32] - Product sales in the first half of 2025 reached 603,000 barrels per day, marking a 15,000 barrels per day increase from the previous year [10] Market Data and Key Metrics Changes - WTI crude oil prices averaged $63.7 per barrel in Q2, a decrease of almost $8 from Q1 [28] - The light-heavy differential tightened to $2.45 per barrel, while synthetic crude improved to a $1 per barrel premium [28] - The Canadian dollar strengthened against the US dollar, moving from $0.70 to $0.72 [29] Company Strategy and Development Direction - The company is focused on operational excellence and has implemented a new system to manage reliability and performance, aiming to reduce variability across its operations [23][24] - A commitment to reduce turnaround costs by $350,000,000 per year has been established, reflecting a focus on capital efficiency and operational improvements [18] - The company plans to continue enhancing its integrated business model to deliver reliable cash flows and strong returns to shareholders [27] Management's Comments on Operating Environment and Future Outlook - Management expects continued commodity market volatility but remains optimistic about refining margins due to positive supply-demand balances and low product inventories [30] - The company is confident in its ability to achieve high-end production guidance for the year, driven by operational improvements and reduced variability [70] - Future capital expenditures are expected to remain structurally lower, with a focus on maintaining resilience and returning capital to shareholders [72] Other Important Information - The company returned nearly $1,500,000,000 to shareholders in Q2, including $697,000,000 in dividends and $750,000,000 in share buybacks [26] - The company has repurchased 2.3% of its equity float so far this year, supporting future dividend and free funds flow per share growth [27] Q&A Session Summary Question: Has the stream day capacity risen on U1 after the project enhancements? - The stream day capacity remains around 140,000 barrels per day, but the upgraded metallurgy allows for extended turnaround intervals [40] Question: Is the $8,000,000,000 net debt target still appropriate given better cash flow generation? - The $8,000,000,000 target was based on a $50 per barrel WTI world, and management is open to reevaluating this as business performance improves [43] Question: How is the company driving stronger turnaround performance? - A systematic approach has been implemented, focusing on benchmarking, risk-based work selection, and detailed planning to achieve best-in-class turnaround performance [55] Question: Can you provide an update on Fort Hills' North Pit development? - Fort Hills is delivering on its three-year plan, with ongoing stripping and dewatering activities in the North Pit, and management is confident in future production increases [62] Question: What is the outlook for refining margins and the diesel market? - The refining macro environment is robust, with strong diesel cracks and record diesel production following recent turnarounds [98]