（原标题：爱媒称爱海上风电发展具备优势） 《爱尔兰时报》11月21日报道，由于特朗普的敌对态度、供应链瓶颈、规划不确定性和高成本，全 球海上风能行业处于低迷状态。据能源分析公司伍德麦肯兹（Wood Mackenzie）数据显示，自2023年以 来，约有24吉瓦海上风电装机容量和购电协议被取消，而仅1吉瓦的装机容量就足以满足100万户家庭的 用电需求。 挪威Statkraft公司表示，尽管全球经济形势严峻，爱仍具备扩大海上风能规模的优势。但也指出， 仍有许多挑战需要克服。《规划法》的改革耗时过长，实施可能还需要一年时间。近期国家能源安全委 员会 (NESC) 关于能源转型的报告警告爱尔兰正走向战略迷雾，能见度和确定性都很低。 爱尔兰风能协会首席执行官坎尼夫表示，特朗普政府给该行业造成了巨大损害。海上风电涉及全球 业务，开发商活跃于美国、欧盟和爱尔兰市场，而美国的大部分资本已被侵蚀。供应链压力可能会缓 解，但国际市场风险规避情绪升温，导致欧洲可用资金减少。与其他地方相比，爱尔兰市场强劲，拍卖 机制完善，规则健全。而丹麦、法国和荷兰最近的拍卖却未能吸引到竞标者。政治稳定也是一大利好因 素，所有主要政党都支持可再生能 ...

香港聯合交易所有限公司及證券及期貨事務監察委員會對本聆訊後資料集的內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示概不就因本聆訊後資料集全部或任何部分內容而產生或因 倚賴該等內容而引致的任何損失承擔任何責任。 Guoxia Technology Co., Ltd. 果下科技股份 有限公司 本聆訊後資料集乃根據香港聯合交易所有限公司（「聯交所」）及證券及期貨事務監察委員會（「證監會」） 的要求而刊發，僅用作提供資料予香港公眾人士。 本聆訊後資料集為草擬本，其內所載資料並不完整，亦可能會作出重大變動。 閣下閱覽本文件，即代 表 閣下知悉、接納並向本公司、其獨家保薦人、整體協調人、顧問或承銷團成員表示同意： 倘於適當時候向香港公眾人士提出要約或邀請，有意投資者務請僅依據與香港公司註冊處處長註冊的 本公司招股章程作出投資決定；招股章程的文本將於發售期內向公眾人士派發。 (i) 本文件僅為向香港公眾人士提供有關本公司的資料，概無任何其他目的；投資者不應根據本文件 中的資料作出任何投資決定； (ii) 在聯交所網站登載本文件或其補充、修訂或更換附頁，並不引起本公司、其獨家保薦人、整體協 調人、顧問或承銷團成 ...

亚利桑那州天堂谷, Dec. 02, 2025 (GLOBE NEWSWIRE) -- 半导体制造商 IceMOS Technology Corporation 今日宣布其全球布局迈出关键一步：成立 IceMOS Technology Hong Kong Limited，并于享有盛誉的香港科学园设立新办事处。 这一战略性举措旨在强化销售、现场应用工程及供应链管理方面的区域支持，以应对亚洲及全球对其先进半导体解决方案日益增长的需求。 拓展全球布局，强化客户支持新设立的 IceMOS 香港办事处将作为重要的区域枢纽，增强公司提供专业技术协助与销售支持的能力，确保客户能够将 IceMOS 的尖端技术有效整合到其产品中。 此次扩张延续公司近期 2,200 万美元 E 轮融资所积蓄的态势，该资金将用于推动其功率半导体器件技术 mSJMOS™ 的落地。 IceMOS Technology 基于其拥有的 70 余项 IceMOS 知识产权专利所构成的独创半导体技术，成为行业领先的新一代硅基功率器件开发商与制造商。 核心技术包括：mSJMOS™ 功率 MOSFET：新型硅基功率 MOSFET，集成了硅 MEMS 制造工艺与成 ...

Group 1 - The core business of the company is comprehensive energy services focused on clean heating and high-speed rail digital media advertising [2] - As of December 1, the company's stock closed at 8.44 yuan, with a rolling PE ratio of 27.52 times and a total market capitalization of 19.098 billion yuan [1] - The company ranks 13th in the public utility industry, which has an average PE ratio of 29.51 times and a median of 27.52 times [1][3] Group 2 - For the third quarter of 2025, the company reported a revenue of 2.156 billion yuan, a year-on-year decrease of 6.19%, while net profit increased by 6.88% to 543 million yuan [2] - The company holds 77 authorized patents, including 18 invention patents and 52 utility model patents, with 9 projects under research [2] - The company's proprietary technology in heat network balance and utilization of low-grade thermal energy is at a leading level domestically [2]

王璐 A0230516080007 wanglu@swsresearch.com 莫龙庭 A0230523080005 molt@swsresearch.com 傅浩玮 A0230522010001 fuhw@swsresearch.com 朱赫 A0230524070002 zhuhe@swsresearch.com 站玩人行业 证券分析师 联系人 朱赫 A0230524070002 zhuhe@swsresearch.com 申万宏源研究微信服务号 — 申万公用环保周报(25/11/24~25/11/28) 本期投资提示: 公用事亦 2025 年 12 月 01 日 相关研究 多地规范售电批零价差 欧亚 第12年 请务必仔细阅读正文之后的各项信息披露与声明 电力：广东发函规范售电批零价差。广东电力交易中心发布关于征求广东电力零售市场交易结算 有关事项意见的函（广东交易函〔2025〕11 号)。自 2026 年起，拟对各售电公司月度平均度电 批零差价高于差价收益上限 0.01 元/千瓦时的部分，按照 1:9 比例由售电公司与零售用户分享。今 年以陕西、安徽、四川、山东、新疆为代表的多个省区相继出台针对售电公 ...

【导读】宁德时代发布涨薪通知 近期，多名网友爆料称，宁德时代发布《2026年1—6职级员工薪资调整通知》。根据通知，为更好地吸引与保留新老员工、不断提升工 作效率和产品品质，宁德时代决定自2026年1月1日起，对1—6职级员工的基本工资上调150元，其他薪资结构保持不变。 | Microsoft Word Web App | | | --- | --- | | MEMO | | | HR-Memo-20251128-01 出手隔率(NO.) 全保同年 | 量进(To) | | 2026-01-01 & # 日期 (Effective Date) 꾸코를 | 秒进(ec) | | 发布 Ext (Insued Date) 2025-11-28 人力量温钉 | 分享人(From) | | 2026年1-6 职级员工薪资调整通知 | 14 主旨(Subject) | | 【用於上位置於地理的之意了。 工程中國的「作文學系列」的「四川」以「四川」7月 3 - 2 / 0 / 0 / 0 / 0 / 0 / 0 / 0 / 0 / 0 / 0 / 0 / 1 / 0 / 1 / 0 / 1 / 0 / 1 / 0 / ...

Group 1 - The first unit of the largest gas-fired power plant in China, operated by the State Energy Group, is set to officially commence operation after a successful 168-hour full-load test run, featuring an efficiency of 64.15%, which is approximately 17 percentage points higher than conventional coal-fired units [2] - The new gas unit is characterized by low carbon emissions, high efficiency, quick start-up, and strong load variation capabilities, contributing to the stability of the East China power grid and complementing renewable energy sources [2] Group 2 - China successfully launched the Practice-28 satellite using a Long March 7 rocket from the Wenchang Space Launch Site, marking the 611th flight of the Long March series [2] - The European Space Agency's HydroGNSS mission successfully placed two satellites into orbit, launched from Vandenberg Space Force Base using a Falcon 9 rocket [2]

Core Insights - Baillie Gifford, a century-old asset management company, emphasizes a long-term investment philosophy that focuses on tracking technological transformations to identify investment opportunities for the next decade [1][2] Investment Philosophy - The company believes that while new technologies may appear suddenly, they actually have long gestation periods, and continuous observation can reveal future trends today [2] - Baillie Gifford's research agenda, released annually, covers industry themes, technological frontiers, and important economic and governance topics, showcasing a forward-looking and sustainable investment approach [2] Research Agenda Evolution - The evolution of Baillie Gifford's research agenda from 2015 to 2024 highlights its proactive positioning to capture extraordinary returns from technological changes [2] - Key themes from 2015 to 2024 include advancements in technology, energy transition, digital economy, artificial intelligence, and opportunities in China [3][4][5][14] Energy Transition - Baillie Gifford identifies the transition to renewable energy as a necessary trend to mitigate climate change, leading to significant capital cycles and infrastructure upgrades [5] - The company anticipates that capital scarcity and resource competition will favor companies with excellent capital allocation capabilities [5] Digital Economy - The digital economy has been a focal point for investors, with Baillie Gifford investing in major players like Amazon since 2004 [7] - The firm observes a "winner-takes-all" dynamic in technology platform companies, where a few innovative firms dominate and create new growth opportunities [7][8] Artificial Intelligence - Artificial intelligence has rapidly evolved into a standalone research theme for Baillie Gifford, with a focus on its transformative potential for society and the economy [9] - The company invests in key players in the AI supply chain, including Nvidia, ASML, and TSMC, which hold monopolistic positions in their respective fields [9] Transportation Revolution - The transportation sector is a significant area of focus, with Baillie Gifford investing in electric vehicle companies like Tesla and BYD, as well as battery manufacturers [11] - The firm highlights four disruptive forces in the future transportation ecosystem: shared mobility, urban air travel, electrification, and autonomous driving [11] Opportunities in China - China is a critical market for Baillie Gifford, with over 100 holdings in various sectors, including internet, new energy, and advanced manufacturing [14] - The company emphasizes the importance of long-term investment principles in China, recognizing its unique economic development model and innovation capabilities [15][16][17] Conclusion - Baillie Gifford believes that technological change and disruption are key drivers of significant investment opportunities, particularly in renewable energy and artificial intelligence [18] - The firm asserts that the next decade will see growth frontiers based on data and AI, with a shift from a two-dimensional to a three-dimensional internet landscape [18]

Group 1 - The Mauritanian government, led by President Ghazwani, approved several important laws and decrees related to energy, healthcare, education, and regional development [1] - A financing contract was signed between Mauritania and the European Investment Bank (EIB) for the "Mauritania Regional Power Corridor" project, which includes the construction of a 1,189 km high-voltage transmission line to enhance electricity coverage and supply security [1] - The EIB will provide €90 million in a 30-year loan with a 10-year grace period at an interest rate of 4.147%, while the EU will contribute €33.82 million in grants, with total project investment exceeding €800 million [1] Group 2 - Two financing agreements with the Islamic Development Bank were approved to support the expansion of the Nouakchott National Heart Center, aimed at addressing the growing demand for cardiovascular disease treatment [2] - A decree was passed requiring mining companies to increase the share of renewable energy by at least 5% annually until 2030, with a joint supervisory committee established for annual assessments [2] - A decree was issued to define the geographical boundaries and land management rules of the Nouadhibou Free Trade Zone, implementing the 2024 Free Trade Zone Law [2]

Core Points - The UAE Embassy in China celebrated the 54th National Day, highlighting the country's development since its founding and its role in promoting security, peace, tolerance, and stability [1] - The UAE Ambassador to China, Hussein Ibrahim Hamadi, praised the development of UAE-China relations over the past 40 years, emphasizing the comprehensive strategic partnership based on cooperation and mutual respect [1] - The event showcased cultural and artistic exhibits that reflect the UAE's cultural heritage and achievements in innovation, sustainable development, and renewable energy [1] Summary by Categories - **UAE Development and Achievements** - The UAE has made significant progress in various fields since its establishment, contributing to regional and international development initiatives [1] - **UAE-China Relations** - The relationship between the UAE and China is characterized by a long-standing partnership that has evolved over four decades, focusing on complementary strengths in technology, clean energy, and innovation [1] - The UAE looks forward to expanding cooperation with China to benefit both nations and their peoples [1] - **Cultural Representation** - The event featured a range of cultural and artistic displays that highlighted the UAE's diverse cultural heritage and its accomplishments in innovation and sustainable practices [1]