"我们的电网设备老化严重。它永远无法承受那样的极端数字——即所需要的天量级别电量规模。所以 我在告诉他们，他们可以自己建电厂。他们将自己发电，自行单独用电。这将确保公司获得足够电力的 能力，同时也会降低你们的电价，"他表示。 他没有点名涉及哪些科技或者电力基础设施相关公司，也没有说明该计划将如何实施或如何执行。有媒 体报道称，白宫预计将在3月初邀请相关公司，正式落实这项重大举措。 智通财经APP获悉，美国总统唐纳德·特朗普表示，在他所称美国政府新近谈妥的"电价缴费者保护承 诺"(rate protection pledge)之下，建设超大规模人工智能数据中心的美国科技巨头们将不得不自行承担其 电力需求以及相关费用。特朗普在向国会发表国情咨文演讲时表示，科技企业们将被政府要求为其不断 扩张的AI基础设施版图建设专用级别的电力供应系统，而不是从地方电网额外取电以及大幅增加负 荷。 特朗普在国情咨文中抛出的消费者电力费率保护承诺，本质上是在把AI数据中心新增负荷的"成本归 因"重新写进政策框架，大型科技公司要么自建/自备电源类大型基础设施(on-site / behind-the-meter generation) ...

Core Insights - E.ON's earnings increased due to the expansion and upgrading of energy infrastructure across Europe [1] - The company has raised its investment plan extending to 2030 [1] Company Developments - E.ON is focusing on enhancing energy infrastructure, which has positively impacted its financial performance [1] - The raised investment plan indicates a commitment to long-term growth and development in the energy sector [1]

Group 1 - E.ON plans to increase investments to 48 billion euros ($57 billion) over the next five years to expand and modernize energy grids [1][2] - The new investment plan for 2026 to 2030 is an increase from the previous 43 billion euro program for 2024 to 2028, indicating a strategic focus on enhancing regulated networks [2] - CEO Leonhard Birnbaum emphasized the need for a secure, affordable, and resilient energy system as it becomes larger, more decentralized, and complex [1]

it's on us Capital Markets Story February 2026 We are the playmaker of the green energy transition in Europe ~76% Adj. EBITDA share1 Energy Networks We operate the largest energy distribution grid in Europe and are the backbone of the green energy transition with the most critical infrastructure for society. Top-3 markets Regulated asset base4 ~8% Adj. EBITDA share1 Energy Infrastructure Solutions Industries and cities face major energy supply challenges on their way to climate neutrality. We provide infras ...

Core Insights - SEGG Media has appointed Jamie MacLaurin as Senior Vice President of its sports business, who will also continue his roles at Veloce and Quadrant, focusing on identifying commercial opportunities for SEGG Media's sports division [1][5] - SEGG Media has secured approximately 68% of Veloce's equity and is extending an offer to acquire remaining minority interests, which is expected to enhance operational efficiency and support growth initiatives [2] - Veloce is projected to contribute $20 million in annual revenue starting Q1 2026, significantly boosting SEGG's consolidated revenue [2] Group 1: Leadership and Strategic Appointments - Jamie MacLaurin, co-founder of Veloce Media Group and Quadrant, has been appointed as Senior Vice President of SEGG's sports business, indicating a strategic move to leverage his experience in motorsport and partnerships [1][5] - Under MacLaurin's leadership, Quadrant has expanded its audience to nearly 7 million followers, contributing to a digital ecosystem that generates over 500 million monthly views [4] Group 2: Financial Performance and Projections - Veloce Media Group reported a 153% year-over-year revenue increase from 2023 to 2024, showcasing significant growth in its business model [3] - The acquisition of a supermajority interest in Veloce is expected to materially strengthen SEGG's revenue base and position the company for high-growth opportunities in the international media landscape [5] Group 3: Business Model and Partnerships - Quadrant has successfully diversified its business model from gaming to content and lifestyle branding, securing partnerships with major companies like Electronic Arts, VISA, LEGO, and E.ON [3] - SEGG Media operates a portfolio of digital and experiential assets, aiming to connect global audiences with sports and entertainment through an integrated platform [6]

然而，尽管前景广阔，项目仍面临诸多挑战。首要难题是获得电缆途经的欧洲国家的批准。此外，项目 发起方正在研究在德国建立电缆制造厂，以保障供应链安全，减少对外部依赖。 对于摩洛哥而言，该项目是一个战略机遇，有助于吸引投资并巩固其作为区域能源中心的地位。对德国 和欧洲而言，该项目有助于实现能源供应来源多元化，并加速向更清洁、更安全的能源结构转型。 项目将通过一条长达4800公里的高压直流海底电缆，将摩洛哥生产的绿色电力输送至德国，电缆将横跨 大西洋，并沿欧洲海岸线途经葡萄牙、法国、比利时和荷兰，最终抵达德国，配套的集成电池系统将保 证每天长达20小时的稳定供电。 德国经济事务国务秘书在近日致摩洛哥投资大臣的信函中表达了德国方面对该项目的支持，强调项目对 欧洲能源转型的巨大潜力。德国大型企业如E.ON、Uniper以及德国铁路公司也已表示参与或采购意 向。 据摩洛哥Hespress网站2月12日转载德国《商报》报道，摩洛哥与德国正计划推进一项名为"Sila Atlantik"的能源合作项目。项目预计耗资300亿至400亿欧元，拟在摩建设总装机容量15吉瓦的光伏和风 力发电厂，预计项目投产后年发电量可达26太瓦时，约占 ...

Market Performance - European stocks showed a positive trend with the pan European Stoxx 600 climbing 0.89%, while the U.K.'s FTSE 100 gained 0.59%, Germany's DAX jumped 0.94%, and France's CAC 40 closed up by 0.43% [1] - Major European markets such as Austria, Denmark, Finland, and Spain closed higher, while Belgium, Greece, and Russia ended weak [2] Company Earnings and Movements - Burberry Group, IAG, and HSBC Holdings saw gains between 2% and 5.2%, while BP, Standard Chartered, and Rolls-Royce Holdings also moved up sharply [2][3] - Vinci reported stronger-than-expected results, with a full-year 2025 net income of €4.90 billion, up from €4.86 billion the previous year, leading to a nearly 10% increase in its stock price [5] - Stellantis plummeted 25% after announcing a €22 billion charge related to restructuring efforts and plans to sell its 49% stake in NextStar Energy [6] Sector Performance - In the German market, Siemens Energy climbed 4.3%, while Siemens Healthineers dropped more than 3% [4] - In France, ArcelorMittal gained about 4.75%, and Schneider Electric ended higher by 1%-2.3% [5] Economic Indicators - Germany's industrial production decreased by 1.9% month-on-month in December, reversing a previous rise, while exports increased by 4% and imports growth doubled to 1.4% [7][8] - France's foreign trade deficit increased to €4.8 billion in December, as imports grew faster than exports [9]

Market Overview - Major U.S. index futures indicate a higher open on Monday, with stocks expected to continue the upward trend from the previous sessions [1] - Technology stocks are likely to lead the market, following strong performances last Thursday and Friday [1] Company Highlights - Oracle (ORCL) shares surged by 2.6% in pre-market trading after Wells Fargo reiterated its Overweight rating [1] - Oracle's stock spiked by 6.6% following a memo from TikTok CEO indicating an agreement to sell its U.S. operations to a joint venture including Oracle and Silver Lake [5] - Nvidia (NVDA) shares jumped by 3.9% after reports of plans to ship AI chips to China before the Lunar New Year [6] - Micron Technology also showed strong performance after better-than-expected quarterly results and guidance [5] Economic Indicators - Existing home sales in the U.S. rose by 0.5% to an annual rate of 4.13 million in November, following a 1.5% increase in October [7] - Consumer sentiment index for December was revised down to 52.9 from a preliminary 53.3, still above November's 51.0 [9] Sector Performance - The tech-heavy Nasdaq closed up 301.26 points or 1.3% at 23,307.62, while the S&P 500 rose by 59.74 points or 0.9% to 6,834.50 [4] - Biotechnology stocks performed well, with the NYSE Arca Biotechnology Index surging by 3.1% [10] - Gold stocks saw strength, with the NYSE Arca Gold Bugs Index increasing by 2.7% amid rising gold prices [10] Commodity and Currency Markets - Crude oil futures rose by $1.28 to $57.80 per barrel [12] - Gold futures jumped by $69.50 to $4,456.80 per ounce [12] - The U.S. dollar traded at 157.04 yen, down from 157.75 yen [12]

Core Insights - Hitachi Energy UK has signed a memorandum of understanding (MoU) with Omexom to enhance high-voltage grid connections in the UK, focusing on Integrated GIS Applications for grid infrastructure [1] - The partnership aims to support major electricity infrastructure and renewable energy projects, including data centres and essential facilities [1] Group 1: Partnership Details - The agreement leverages Hitachi Energy's expertise in grid technologies and Omexom's experience in engineering, procurement, and construction for transmission and distribution [2] - Standardised, modular substation solutions will be deployed to facilitate faster rollout, improved efficiency, and reduced on-site risk [2] Group 2: Strategic Goals - Omexom's business development director emphasized the collaboration's potential to enhance the UK's transmission and distribution network, focusing on efficiency, reliability, and sustainability [3] - Hitachi Energy's IGA portfolio includes eco-efficient solutions and SF6-free technologies aimed at minimizing environmental impact and supporting the UK's energy transition objectives [3] Group 3: Commitment to Innovation - The collaboration is expected to strengthen Hitachi Energy's capacity to deliver high-voltage solutions that accelerate the UK's energy transition [4] - Both companies are committed to innovation and sustainability as part of the MoU [4] Group 4: Related Contracts - In July 2025, Hitachi Energy secured a contract valued at up to $700 million with E.ON to supply transformers for Germany's electricity grid, enhancing energy security and resilience [5]

Group 1: Company Developments - Vestas, a Danish wind turbine manufacturer, will expand its capacity in Poland to meet strong demand for turbines in Europe, primarily targeting the German market [1] - The expansion will include a new production line at Vestas' factory in Goleniow and the hiring of 300 additional workers [1] Group 2: Industry Trends in Germany - Germany is expected to expand its wind turbine capacity by 5.1 GW in 2025, following a 2.2 GW increase in the first half of the year, which represents a 67% year-on-year increase and the highest new wind capacity in eight years [2] - A total of 7.8 GW of new wind energy capacity was approved in Germany during the first half of 2025, marking a record high for any first half of the year and a 55% increase compared to the first half of 2024 [3] Group 3: Regulatory and Economic Challenges - Despite the increase in wind power installations, Germany faces a gap between the rate of capacity expansion and the legally mandated goals outlined in the Renewable Energy Sources Act, with targets not expected to be met until at least 2026 [4] - The CEO of E.ON, one of Germany's largest power utilities, has called for an end to subsidies for wind and solar power, emphasizing the long-term financial implications of fixed feed-in tariffs [5]