埃克森美孚(XOM.US)公司首席执行官达伦·伍兹在记者电话会议中透露，这家能源巨头正积极物色收购 规模较小的同业公司，延续其通过战略整合创造价值的策略。 一年前，埃克森美孚以600亿美元完成对先锋自然资源公司的收购，此次伍兹明确表示，未来并购将更 注重资产与专业能力的协同效应，而非单纯追求规模扩张。 尽管未透露具体收购目标或资产类型，伍兹明确划定交易红线：任何并购都必须为合并后股东创造超越 单一企业独立运营的增值空间。这与近期行业内常见的"产量整合型交易"形成鲜明对比。他特别举例说 明，埃克森美孚在收购先锋时并未采取裁员降本的传统路径，而是通过整合双方优势实现战略协同，这 种模式将成为未来并购的核心准则。 分析人士指出，在能源转型与市场周期性波动的双重压力下，埃克森美孚的并购策略反映出传统能源巨 头通过精细化整合强化竞争力的新趋势。伍兹的表态既延续了公司既往的成功经验，也为行业并购交易 的价值评估标准提供了新维度。 伍兹强调，真正的价值创造需要实现"一加一大于三"的效果，正如先锋收购案所验证的那样。他指出， 当前油价波动给石油生产商带来经营压力，部分企业被迫维持自2022年创纪录利润以来持续加大的股东 回报 ...

7月30日，国网大同供电公司"两队"成员张志丽、刘磊前往大同市云冈区口泉乡小营 村，对即将投运的宁德时代骐骥换电（大同小营站）的配电设施、用电设备及关键输电通道 110千伏上营线进行特巡特护，及时排除用电隐患，为重卡换电业务的顺利启动和稳定运行 提供可靠电力保障。 大同市云冈区，作为重要的煤炭产区，周边环绕着塔山煤矿、马脊梁煤矿等大型矿区， 煤炭运输需求巨大，重型卡车是矿区物流的"主力军"。然而，传统燃油重卡带来的高能耗、 高排放问题日益凸显。为积极响应国家能源转型战略，大同市正加速布局新能源重卡产业 链，而构建高效、便捷的重卡充换电网络成为支撑这一转型的关键。 瞄准这一迫切需求，全球动力电池龙头企业宁德时代落位"能源之城"大同。其中，位于 云冈区口泉乡小营村的骐骥换电站意义非凡，作为全市首家电动重卡底部式换电站，其采用 底盘换电设计，换电时长仅需5分钟，单站日均换电设计能力高达196次，投运后将填补当地 新能源重卡底部换电空白，显著提升运营效率。 预计降低约0.62元，单次换电预期可节省支出186元。这不仅大幅降低了物流企业的运营成 本，也为推动区域运输结构绿色低碳转型提供了强劲动力。 小营站的建设是云冈区 ...

华夏华电清洁能源REIT原始权益人为华电国际电力股份有限公司、杭州市燃气集团有限公司和杭州钱 塘新区产业发展集团有限公司，其基础设施资产为华电杭州江东天然气热电联产项目，配备2套 480.25MW级燃气-蒸汽联合循环机组。项目经营收入来源于发电业务和供热业务，已运营近十年，情况 稳定。项目整体建设质量、施工工艺及各项指标优良，现已成为浙江电网重要统调电厂和杭州市钱塘区 主要电源、热源支撑点。 新华财经获悉，国寿投资旗下国寿资本公司作为基金管理人的北京平准基础设施不动产股权投资基金作 为此项目的重要战略投资者，认购外部战配四分之一的份额。 公开资料显示，华夏华电清洁能源REIT外部战配投资者开放比例为2.6%，仅四家机构平分份额。此 外，其公众投资者认购倍数516.47倍、网下投资者有效认购倍数205.43倍，比例配售前认购资金累计超 1700亿元，均创能源类产品新高。 我国用电负荷冬夏高峰特征突出，随着新能源在电力系统中占比持续提高，电力供需紧平衡日益加重， 电力调峰难度日益加大。在能源转型和＂双碳＂目标驱动下，天然气发电凭借其启停快、负荷调节范围 广的优势，成为支撑新型电力系统构建的关键一环。 作为灵活的调 ...

新华财经圣保罗7月31日电（记者杨家和）31日，远景科技集团旗下公司远景能源（Envision Energy） 宣布与可再生能源企业Fotowatio Renewable Ventures（以下简称：FRV）达成战略合作，共同推进位于 巴西塞阿拉州H2 Cumbuco绿氨项目。 根据协议，远景能源将为H2 Cumbuco项目提供"可再生能源—绿色氢能—绿色氨"一体化解决方案，并 通过人工智能技术协同调度整体系统。项目计划建设一座电解能力高达500兆瓦的绿色制氢工厂及配套 绿色氨生产装置，目标市场涵盖巴西、欧洲和亚洲，预计2030年投产。 "我们始终认为，发展可再生氢能及其衍生物是实现全球脱碳目标的关键支柱。巴西具备成为该领域全 球领导者的潜力，战略区位、能源转型决心及广泛社会支持构成了强大支撑。"FRV首席创新官费利佩· 埃尔南德斯表示，此次与远景能源携手，有望为H2 Cumbuco项目带来清洁、高效、可持续的解决方 案，助力巴西实现经济与环境协同发展。 远景能源高级副总裁、拉美／欧洲区域总裁彭威表示："这不仅是向脱碳迈出的关键一步，更为全球能 源转型提供了可复制的操作范式。我们将与FRV一道，重塑能源系统结 ...

Xcel Energy (XEL) Q2 2025 Earnings Call July 31, 2025 10:00 AM ET Company ParticipantsRoopesh Aggarwal - VP - Investor RelationsRobert Frenzel - Chairman, President, CEO & DirectorBrian Van Abel - EVP & CFOCarly Davenport - VP - Equity ResearchNicholas Campanella - DirectorConference Call ParticipantsJeremy Tonet - MD & Research AnalystJulien Dumoulin-Smith - II-Ranked & 'Hall of Fame' Research Analyst covering Power, Utilities & Clean EnergySteve Fleishman - MD & Senior AnalystSophie Karp - Senior Equity A ...

Capital Clean Energy Carriers (CCEC) Q2 2025 Earnings Call July 31, 2025 08:00 AM ET Speaker0Thank you for standing by, and welcome to the Capital Clean Energy Carriers Corp. Second Quarter twenty twenty five Financial Results Conference Call. We have with us Mr. Jerry Caligaratos, Chief Executive Officer Mr. Brian Gallagher, Executive Vice President, Investor Relations and Mr.Nikos Trepodakis, Chief Commercial Officer. At this time, all participants are in a listen only mode. There will be a presentation f ...

文 | 中关村储能产业技术联盟 2 0 2 5 年 上 半 年 ， 中 国 储 能 出 海 交 出 一 份 亮 眼 成 绩 单 。 1 - 6 月 海 外 订 单 规 模 1 6 3GWh ， 同 比 增 长 2 4 6%。 进入下半年，多家储能龙头在欧、澳、东南亚、南美等多区域实现突破， 多个 "最大规模"项目彰显技术实 力 。 储能出海 的背后，不仅是规模的扩张，更是技术路线、商业模式和产业链协同的全面升级。老牌巨头与新 兴势力同台竞技，锂电池、钠电 池 、液流电池多技术路线并进，储能应用场景从大型电站 、户储 延伸至 数据中心、 电动汽车充电储能 ……中 国储能企业如何在这场全球化竞逐中持续领跑？ 从出海企业看， 2025上半年，中国共有超 50家企业 签约储能订单/合作，订单规模 超过10GWh的均为 电池企业 ，其中宁德时代海外订单规模最大，超过43GWh，占储能出海总规模的23.8%； 系统类企业中 ，阿特斯、晶科储能、中储科技、天合储能、融和元储位居前五。 钠 电 池 和 液 流 电 池 加 速 走 向 国 际 市 场 近年来，中国储能企业出海技术路线呈现多元化发展趋势，除占据主流的锂电池产品外 ...

智通财经APP获悉，万联证券发布研报称，2025年6月，电力设备出口表现稳定，6月合计出口金额为 78.96亿元，环比增长10.55%，同比增长43.01%，1-6月累计出口金额达到411.73亿元，同比增长 36.90%。在能源转型的背景下，全球可再生能源装机快速增长，叠加电网设备换代升级，全球电网建 设投资稳定增长。我国电力设备产品具备技术及成本优势，竞争力较强，在海外市场渗透率有望持续提 升，变压器、电表、开关及线缆等产品出口有望持续受益。建议关注海外市场开拓顺利、技术领先的龙 头个股。 万联证券主要观点如下： 变压器(>16kVA)：市场同比保持高增长，北美地区出口创新高 开关(>1kV)：出口同比保持高增速，拉美地区同环比高增长 6月出口环比有所回升，同比保持高增速。2025年6月，我国开关出口金额为6.82亿元，环比+2.43%，同 比+30.90%，出口金额环比有所回升，同比保持高增长。2025年1-6月，我国开关累计出口金额为40.41 亿元，同比增长25.83%，保持稳定增长。 分到达地区来看，拉美地区出口创新高，亚洲、欧洲地区有所下滑。2025年6月，我国对亚洲、非洲、 欧洲、拉美的开关出 ...

Investment Rating - The industry investment rating is "Outperform the Market," indicating a projected relative increase of over 10% in the industry index compared to the broader market within the next six months [40]. Core Insights - The report highlights stable performance in the power equipment export sector, with a total export value of 7.896 billion in June 2025, reflecting a month-on-month increase of 10.55% and a year-on-year increase of 43.01% [2]. - The report anticipates continued growth in exports due to the peak season for installation and upgrading of power equipment [2]. Summary by Sections Transformers - In June 2025, transformer exports reached 4.221 billion, with a month-on-month growth of 26.31% and a year-on-year growth of 63.04% [3][13]. - Cumulative exports for the first half of 2025 totaled 20.685 billion, marking a year-on-year increase of 49.36% [3][14]. - North America showed significant growth, with exports reaching new highs, while exports to Asia, Africa, and Europe also experienced substantial year-on-year increases [3][14]. Electric Meters - Electric meter exports in June 2025 were 896 million, reflecting a month-on-month decline of 4.83% and a year-on-year decline of 22.03% [4][20]. - Cumulative exports for the first half of 2025 were 5.300 billion, with a year-on-year increase of 3.22% [4][20]. - The report notes a recovery in the Latin American market, while exports to Asia, Africa, and Europe saw declines [4][22]. Switches - Switch exports in June 2025 amounted to 682 million, with a month-on-month increase of 2.43% and a year-on-year increase of 30.90% [8][23]. - Cumulative exports for the first half of 2025 reached 4.041 billion, reflecting a year-on-year growth of 25.83% [8][23]. - The Latin American market performed exceptionally well, achieving record export levels [8][27]. Cables - Cable exports in June 2025 were 2.097 billion, with a month-on-month decline of 4.83% but a year-on-year increase of 66.18% [9][28]. - Cumulative exports for the first half of 2025 totaled 11.147 billion, marking a year-on-year increase of 41.46% [9][28]. - The Asian market showed strong performance, while North America experienced significant growth in June [9][31]. Investment Recommendations - The report suggests focusing on leading companies with strong technology and successful overseas market expansion, as they are expected to benefit from the ongoing growth in power equipment exports [10][37].

Core Viewpoint - The establishment of a joint venture, Luoyang Hangyang Longze Hydrogen Energy Co., Ltd., aims to build a complete hydrogen energy industry chain, enhancing the company's capabilities in the hydrogen sector and contributing to the national "dual carbon" strategy [1][2]. Group 1: Joint Venture and Investment - Hangyang Co., Ltd. plans to invest in a joint venture with Longze Energy and Shanghai Qinfeng, with a registered capital of 15 million yuan, where Hangyang will contribute 7.65 million yuan, holding a 51% stake [1]. - The joint venture will invest in a hydrogen production and filling facility with a capacity of 2825 Nm3/h, with a total project investment of approximately 45.5 million yuan [1]. Group 2: Industry Context and Strategic Importance - The hydrogen energy sector is becoming a crucial part of global energy transition, supporting deep decarbonization in industries and aligning with China's energy production and consumption revolution [2]. - The National Energy Administration's report indicates that China's hydrogen production and consumption scale will exceed 36.5 million tons by 2024, positioning the country as a leader in renewable energy hydrogen production [2]. Group 3: Technological Advancements and Achievements - Hangyang Co., Ltd. has a strong foundation in technology innovation and R&D in the hydrogen sector, with successful product certifications and the establishment of a hydrogen refueling station [3]. - The company has achieved significant milestones, including the largest daily hydrogen refueling capacity in the country at 9000 kg/day, showcasing its leadership in the hydrogen industry [3]. Group 4: Long-term Goals and Market Position - The establishment of the joint venture is a strategic move to deepen the company's presence in the hydrogen energy market and enhance its competitive advantage [5]. - Hangyang Co., Ltd. aims to become a world-class enterprise in the gas industry, leveraging its strong position in air separation equipment and a diversified gas product matrix to drive innovation and contribute to the green upgrade of the global gas industry [5].