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阳光电源(评级中性)——2025 年下半年可能面临盈利压力
2025-05-22 15:48
更多资料加入知识星球:水木调研纪要 关注公众号:水木Alpha Sungrow Power Supply 300274.SZ 300274 CH In our Downgrade to Neutral on tariff headwinds published on 26 April, we turned cautious on Sungrow's 2025F earnings due to tariff headwinds and intensified competition in emerging markets. Based on our latest industry check, we estimate its 4Q24 and 1Q25 energy storage system (ESS) shipment to be strong at 10GWh and 12GWh, with US shipments accounting for 15% and 20%, respectively. Therefore, we raise Sungrow's 2Q25F earnings as its ...
Summit Ridge Energy Announces Solar Energy Agreement with Digital Realty to Power Data Centers in Illinois
GlobeNewswire News Room· 2025-05-22 13:33
ARLINGTON, VA, May 22, 2025 (GLOBE NEWSWIRE) -- Today, Summit Ridge Energy, the nation’s leading commercial solar company, announced a partnership with Digital Realty (NYSE: DLR) to purchase 5.1 megawatts (MW) of solar energy. With this purchase, Digital Realty – the largest global provider of cloud- and carrier-neutral data center solutions – will advance its sustainability objectives while delivering energy cost savings. This agreement includes both savings on energy costs and the purchase of renewable en ...
PLP EXPANDS EUROPEAN OPERATIONS WITH NEW FACILITY IN POLAND AND MAJOR UPGRADE IN SPAIN
Prnewswire· 2025-05-22 12:00
PLP has officially begun construction on a new multi-purpose facility in Wieprz, Żywiec County, Poland, which will replace the company's current operations in nearby Bielsko-Biała. The new facility will significantly increase manufacturing capabilities while integrating modern spaces for engineering, operations, and sales support. Once completed in 2026, the site will become a key European hub for several of PLP's core product lines and services. "At PLP Poland, we're not just building a new facility, we're ...
Markku Taskinen has been appointed as the CEO of Suvic Oy, a subsidiary of Dovre
Globenewswire· 2025-05-22 11:00
Dovre Group Plc Inside information May 22, 2025, at 2 pm Markku Taskinen has been appointed as the CEO of Suvic Oy, a subsidiary of Dovre Markku Taskinen has been appointed as the new CEO of Suvic Oy, succeeding Ville Vesanen. He will assume the position at the latest on September 22, 2025. The planning of the future composition and role structure of the company’s management team will begin immediately, and the outcome will be announced by autumn. Taskinen joins Suvic from the position of CEO at Hartela Poh ...
HIVE Digital Technologies Celebrates Record 9.5 EH/s Milestone, Driving Shareholder Value on Path to 25 EH/s by 2025
Newsfile· 2025-05-22 05:48
Core Insights - HIVE Digital Technologies has achieved a record Bitcoin mining hashrate of 9.5 EH/s, positioning itself above 1% of the global Bitcoin network and aiming for 25 EH/s by the end of 2025 [3][4][5] Company Progress - The increase to 9.5 EH/s reflects HIVE's strategic victories, including the launch of a 100 MW hydro-powered data center in Paraguay, enabling the company to mine over 4.5 Bitcoin daily [4][5] - HIVE's operational excellence is demonstrated by an acceleration in hashrate growth, adding approximately 1 EH/s weekly, surpassing earlier projections [5] Future Plans - By June 2025, HIVE expects to reach 11.5 EH/s, completing the first phase of its expansion with improved energy efficiency [6] - The company plans to launch a second 100 MW facility in Yguazú by summer 2025, targeting 18 EH/s and aiming to capture 2% of the global Bitcoin network [7] - A third 100 MW campus in Valenzuela, Paraguay, is set to help HIVE achieve its 25 EH/s target by Q4 2025 [7] Leadership Statements - Frank Holmes, Co-Founder and Executive Chairman, emphasized the commitment to creating lasting shareholder value and the unprecedented pace of operational scaling [8] - Aydin Kilic, President and CEO, highlighted that reaching 9.5 EH/s reflects the company's strategic focus and positions it for further growth in Bitcoin mining rewards [9]
Solar Alliance announces major stride towards profitability and files audited financial results
Globenewswire· 2025-05-21 22:21
TORONTO and KNOXVILLE, Tenn., May 21, 2025 (GLOBE NEWSWIRE) -- Solar Alliance Energy Inc. (‘Solar Alliance’ or the ‘Company’) (TSX-V: SOLR, OTC: SAENF), a leading solar energy solutions provider focused on the commercial and utility solar sectors, has filed its audited financial results for the quarter and year ended December 31, 2024 (the “Financial Statements”) and related Management’s Discussion and Analysis (“MD&A”). The Financial Statements and related MD&A are available under the Company’s profile.at ...
U.S. Growth Strategy: Boralex Signs Contracts for Two New York Solar Projects Totaling 450 MW
Globenewswire· 2025-05-21 19:20
MONTREAL, May 21, 2025 (GLOBE NEWSWIRE) -- Boralex Inc. (“Boralex” or the “Company”) (TSX: BLX) is pleased to announce it has entered into a Renewable Energy Standard Agreement with the New York State Energy Research and Development Authority (NYSERDA) to procure Tier-1 RECs from each of its Fort Covington Solar Project and Two Rivers Solar Project, totaling 450 MW. The signing of these contracts marks a significant milestone in Boralex’s contribution to renewable energy in New York and in the Company’s dev ...
Stardust Solar Secures National Supply Chain with Owen Sound Distribution Hub
Newsfile· 2025-05-21 12:30
Vancouver, British Columbia--(Newsfile Corp. - May 21, 2025) - Stardust Solar Energy Inc. (TSXV: SUN) (OTCQB: SUNXF) today announced that it has executed a definitive partnership agreement with B2B Solar Solutions to launch a dedicated warehousing, logistics, and fulfillment centre in Owen Sound, Ontario. The new facility provides a central Canadian distribution hub for solar panels, energy‐storage systems, and electric-vehicle supply equipment, enabling Stardust Solar to streamline deliveries to its franc ...
Lelantos Energy Unveils Strategic Initiatives for 2025
Globenewswire· 2025-05-21 12:00
Renewable energy solutions to empower communities and Free Solar 4 Veterans program among projects underway TUCSON, Ariz., May 21, 2025 (GLOBE NEWSWIRE) -- via IBN -- Lelantos Energy, a wholly owned subsidiary of Lelantos Holdings, Inc. (OTC PINK: LNTO) ("Lelantos" or the "Company"), is pleased to announce its 2025 strategic initiatives focused on expanding access to renewable energy, working with underserved communities, and driving innovation in tax credit and renewable credit monetization. Powering Progr ...
AES and Meta Sign Long-Term PPAs to Deliver 650 MW of Solar Capacity in Texas and Kansas
Prnewswire· 2025-05-21 11:00
Agreements Bolster AES' Position as the Energy Partner of Choice for Corporate Customers ARLINGTON, Va., May 21, 2025 /PRNewswire/ -- The AES Corporation (NYSE: AES) today announced that it has entered into two long-term Power Purchase Agreements (PPA) to support Meta's data centers with 650 MW of solar projects that AES is bringing online in the Southwest Power Pool (SPP) market. "AES is proud to partner with Meta to deliver reliable and affordable renewable energy that supports their data center growth an ...