当前，我国新型电力系统加快建设，新能源逐步向主体电源演进，终端消费电气化水平不断提升，电力 远距离配置能力不断增强，新时代电力发展成效显著。与此同时，电力供需平衡压力叠加系统安全稳定 风险，电网转型发展问题亟待破解。新时代电网发展要统筹把握好网架结构与支撑电源、新能源与传统 机组、交流与直流、主网与配网之间的关系，加快电力技术创新、示范与应用。 消费侧电气化驱动用电需求持续增长。我国已进入新发展阶段，以高技术、高效能、高质量为特征，新 质生产力快速发展，推动我国经济发展由高速增长阶段转向高质量发展阶段。可靠、稳定、绿色的电力 供应将成为我国经济高质量发展的重要保障。以AI智算中心、黑灯工厂、智能家居为代表的新质生产 力创新和全社会电气化、智能化发展将推动电力需求不断增长，过去提出用电负荷饱和的假设已不再适 用。预计到2030年，我国用电量有望达到约13万亿千瓦时，到2050年达到约19万亿千瓦时。 新能源安全高效利用需要电网发挥更加关键的作用。从我国各地区的经济结构、资源禀赋、产业特点综 合来看，未来东中部将保持电力消费中心的地位。而我国风能、太阳能等新能源资源则集中于西部、北 部和东部沿海。这种资源与需求的 ...

12 June 2025 | 8:12PM SGT Asia Pacific Data Centers Conceptualising the impact of AI on data centers; Buy Goodman, KDC, Keppel, NextDC, DigiCo Technology development impacts real estate through: (i) driving demand and improving fundamentals, (ii) asset valuation uplift, and (iii) share price re-rating from both earnings growth and multiple expansion. To determine the impact of AI on data centers, we analyse the effect that e-commerce had on logistics during Covid. We believe that we are early in the data ce ...

Millicom (Tigo) Strengthens South American Leadership with USD 380 Million Acquisition of Telefónica Ecuador Key Highlights: The acquisition reinforces Millicom’s strategic position and operating scale in Latin America, strengthening its platform for long-term regional growth.The acquisition also enhances Millicom’s geographic diversification, with the addition of Ecuador — a stable, dollarized economy with a supportive macroeconomic outlook — strengthening overall cash flow resilience.Ecuador’s telecom sec ...

Key Takeaways TPC secured $2B in Q1 awards, pushing its backlog to a record $19.4B, up 94% year over year. Strong infrastructure demand from the public and commercial sectors fuels robust project opportunities. TPC raised 2025 earnings guidance amid sustained performance and more than $500M in Q2 new awards.Tutor Perini Corporation (TPC) is capitalizing on the surge in infrastructure demand emerging across various sectors. With a broad portfolio of construction and civil projects, the company is well-alig ...

As the US Army rings in its 250th birthday this weekend, a seismic shift is underway for how the service operates, how it buys weapons, and how it prepares for the future of war. I recently traveled to the Army's top military official to Fort Johnson in the Joint Readiness Training Cent's Box. It's a massive combat training site in the Louisiana Wilderness to see how that shift is taking shape.In western Louisiana, this transformation and contact brigade is training for the battlefield. An all-new military ...

Key Takeaways PATH trades at a 4.37x forward P/S, below 5.68x of the industry average, suggesting relative undervaluation. Strong recurring revenues, global expansion and AI integrations support PATH's enterprise momentum. PATH's valuation trails peers like NOW and PEGA, despite faster growth and a focused automation strategy.UiPath Inc. (PATH) appears attractively valued compared with its industry peers based on the forward 12-month price-to-sales (P/S) ratio. Currently trading at 4.37x, PATH’s valuation ...

Dublin, June 13, 2025 (GLOBE NEWSWIRE) -- The "Enterprise Tech Ecosystem Series: Airbus SE - 2025" company profile has been added to ResearchAndMarkets.com's offering. The report provides insights into Airbus's tech activities, including its digital transformation strategies, its innovation programs, its technology initiatives, investments and acquisitions. Airbus SE (Airbus) is one of the world's leading manufacturers of large commercial aircraft, helicopters, drones, manned and unmanned military air syst ...

| Report Descriptions | | Contents | | --- | --- | --- | | This is the 13th Environmental, Social and Governance Report issued by Power Construction Corporation of China Ltd. | | | | (stock code: 601669, abbreviation: POWERCHINA) since 2012. This report is an annual report which covers the period from | | | | January 1, 2024 to December 31, 2024 unless otherwise specified. The last annual report was issued in April 2024. | | About Us | | 01 Future Prospect 87 | | ESG | | Management 05 Appendix 89 | | | | Re ...

Presentations Page (IR website) 1Q2025 Analysts Briefing Financial Highlights Solid EBITDA and strategic investments underpin resilient core results | | 1Q25 | 1Q24 | Change | % Change | | --- | --- | --- | --- | --- | | Service Revenues [net of interconnection costs] | 49.0bn | 48.7bn | +0.3bn | 1% | | Cash Opex, Subsidies, Provisions (ex-MRP) | 21.1bn | 21.4bn | -0.3bn | -1% | | EBITDA (ex-MRP) | 27.9bn 52% margin | 27.3bn 52% margin | +0.6bn | +2% | | Depreciation & Amortization | 13.1bn | 11.7bn | +1.4b ...

编者按： 新华财经北京6月13日电 42家A股上市银行2024年年报披露收官，新华财经和面包财经研究员根据上市银行年报等公开信息，对上市银行 信息科技投入及手机银行用户相关数据进行了梳理。 国家金融监管总局发布的《关于银行业保险业做好金融"五篇大文章"的指导意见》提出，金融机构要加快数字金融发展步伐，赋能数字 经济发展。聚焦金融业数字化转型，推动金融机构和金融基础设施优化组织架构，运用数字化渠道和技术创新金融产品、优化服务流 程、加强风险管理，提升金融服务质效。 本篇为上市银行"五篇大文章"透视系列之数字金融篇。 信息科技投入规模方面，截至2024年末，国有银行中，工行、农行、建行、中行投入均超200亿元。股份制银行中，招商银行、中信银行 的信息科技投入超过100亿元。营收占比方面，中信银行、沪农商行的信息科技投入比例超过5%。科研人员方面，上海银行的科研人员 的总员工占比达11.45%，沪农商行、交通银行的科研人员占总员工比例超过9%。 国有银行中，工行、建行、农行的2024年末手机银行用户数超过5亿户。股份制银行中，平安银行手机银行用户数达1.74亿户，浦发银 行、光大银行、兴业银行均超过5000万户。城 ...