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韩国芯片,要成为世界第一
半导体芯闻· 2025-06-11 10:08
如果您希望可以时常见面,欢迎标星收藏哦~ 来源:内容 编译自 zdnet 。 "我们要以压倒性的超级差距和超级技术,打造世界第一的半导体大国。" 这是李在明总统4月28日当选民主党总统候选人后,通过脸书透露的雄心壮志。他从竞选时就承诺 全力支持半导体产业。 11日,半导体业界对李总统大力支持尖端半导体产业感到兴奋不已,同时,也密切关注韩国将如 何制定具体的政策和方向,使韩国成为半导体第一大国。 民主党于4月将相关法案指定为速决法案。业界预测该法案将于今年10月中旬左右 在国会全体会议 上获得通过。目前国会正在审议的《半导体特别法》包含多项支持内容,例如半导体人才培养、最 高10%的生产税抵免以及研发支持等。 总统表示,"我们的半导体特别法因为执政党的梦想而未能在国会获得通过",并强调,"通过制定 半导体特别法,我们将使企业能够集中精力进行半导体的开发和生产,打造拥有压倒性超级差距和 超级技术的世界第一半导体大国"。 然而,作为《半导体特别法》主要议题的"每周52小时工作制例外"条款是否会被纳入法案尚不确 定。李总统自竞选以来一直坚持《半导体特别法》应该获得通过的立场,但对52小时工作制例外 条款的适用却保持沉 ...
创新模块化开启储能产业发展新时代白皮书
沙利文· 2025-06-10 23:30
Innovative Modularisation Ushers in New Era of Energy Storage lndustry|2025/05 Innovative Modularisation Ushers in New Era of Energy Storage lndustry|2025/05 Table of Contents Chapter 1: Overview of Global Solar Photovoltaic Market | 1.1 | Importance | of | Global | Energy | Transition | and | Renewable | Energy | | | | -------- | 04 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1.2 | Current | | Development | Status | of Solar | Photovoltaic | Industry | and | It ...
McEwen Mining (MUX) Conference Transcript
2025-06-10 16:00
Summary of McEwen Mining and McEwen Copper Conference Call Company Overview - **Company Name**: McEwen Mining (Ticker: MUX) and McEwen Copper - **Key Personnel**: Rob McEwen (Chairman and Chief Owner), Michael Ametting (VP and General Manager of McEwen Copper) [2][1] Industry Insights - **Copper Market**: The current market for commodities, particularly copper, is seen as opportune due to projected deficits and increasing demand driven by electric vehicles, renewable energy, and AI infrastructure [6][7] - **Gold Market**: Historical trends indicate that gold prices are expected to rise, with potential future scenarios where gold could significantly outperform the Dow Jones Industrial Average [8][9] Key Projects - **Los Azules Project**: - Located in the Andes along the border of Chile and Argentina, it is projected to be one of the largest copper deposits that can be developed [34][18] - McEwen Mining owns 46.4% of McEwen Copper, which owns 100% of the Los Azules project [34][35] - The project aims to produce "green copper" with a focus on sustainability and minimal environmental impact [26][31] Financial Performance - **Stock Performance**: Since September 2022, McEwen Mining's stock has increased by 221% [14] - **Production Guidance**: For 2024, total production is expected to be between 120,000 and 140,000 gold equivalent ounces, with an all-in sustaining cost of up to $2,000 per ounce [47] - **Cash Flow**: Positive cash flow is anticipated, with projections of around $30 million for the year [82] Strategic Initiatives - **Sustainability Focus**: McEwen Copper is committed to environmentally responsible mining practices, including the use of heap leaching technology to minimize water usage and eliminate the need for tailings dams [31][57] - **Community Engagement**: The company plans to create over 1,000 high-quality jobs in the San Juan region, emphasizing safety, dignity, and livability for workers [28][27] Future Plans - **Financing for Los Azules**: The project requires approximately $3 billion in financing, with expectations of strategic investors contributing significantly [59][60] - **IPO Plans**: An IPO for McEwen Copper is anticipated post-feasibility study, which is expected to be completed in late July or early Q3 [65][66] Market Positioning - **Valuation Comparisons**: McEwen Copper's valuation is considered attractive compared to other projects in the region, with significant upside potential based on resource size and market conditions [37][38] - **Exploration Potential**: The company has identified multiple exploration targets within its property, indicating substantial growth opportunities [42][80] Risks and Challenges - **Inflation and Costs**: Inflation in Argentina has been a concern, with costs expected to rise by approximately 20% internationally [39][40] - **Geotechnical Considerations**: Recent drilling has revealed complexities in the deposit that may impact future mining operations [78][79] Conclusion - McEwen Mining and McEwen Copper are positioned to capitalize on the growing demand for copper and gold, with a strong focus on sustainability and community impact. The upcoming feasibility study and strategic financing efforts are critical for advancing the Los Azules project and enhancing shareholder value [84][90]
Utilities Go Green: Will Strengthening Renewable Focus Benefit NEE?
ZACKS· 2025-06-10 15:31
Key Takeaways NEE is benefiting from early investments in wind, solar and battery storage technologies. NEE uses more renewable assets to produce electricity and avoid the volatile fossil fuel market. NEE has nearly 28 GW of renewable projects in backlog and adds more renewable projects to its portfolio.NextEra Energy (NEE) is well-positioned in the renewable energy business, owing to early and aggressive investments in wind, solar and battery storage technologies. As the companies in the Zacks Utility - ...
High Purity Quartz (HPQ) Market Research 2025-2032: Industry Analysis, Size, Shares, Growth, Trends, and Market Forecasts
GlobeNewswire News Room· 2025-06-10 14:48
Dublin, June 10, 2025 (GLOBE NEWSWIRE) -- The "High Purity Quartz Market - Global Industry Analysis, Size, Share, Growth, Trends, and Forecast 2025-2032 - (By Form, End Use, Distribution Channel, Geographic Coverage and By Company)" report has been added to ResearchAndMarkets.com's offering.The global high purity quartz (HPQ) market is poised for notable expansion, projected to grow from US$ 868.9 Mn in 2025 to an estimated US$ 1.38 billion by 2032. This promising growth trajectory, marked by a steady CAGR ...
Brookfield Renewable (BEP) Soars 7.7%: Is Further Upside Left in the Stock?
ZACKS· 2025-06-10 11:41
Brookfield Renewable Energy Partners (BEP) units rallied 7.7% in the last trading session to close at $25.80. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 3.1% gain over the past four weeks.Brookfield Renewable Partners continues to gain from building and owning renewable energy assets, with a strong emphasis on generating stable cash flows from long-term contracts. It has a strong balance sheet and divers ...
Amalgamated Bank Advances Climate Leadership with C-PACE Financing for 205kW Solar Energy and Roofing Project in New Bedford
Globenewswire· 2025-06-10 11:30
NEW BEDFORD, Mass., June 10, 2025 (GLOBE NEWSWIRE) -- Amalgamated Bank, a subsidiary of Amalgamated Financial Corp. (Nasdaq: AMAL), today announced the successful closing of a Commercial Property Assessed Clean Energy ("C-PACE") financing under the PACE Massachusetts Program using Allectrify’s FASTPACE Platform. The C-PACE financing will fund a 205kW (kilowatts) DC (Direct current) solar PV (PhotoVoltaic) installation and associated roofing upgrades at an industrial building located in the Port of New Bedfo ...
Thunder Power Holdings, Inc. Provides Updates
Prnewswire· 2025-06-06 13:41
AIEV Received Approval to Trade on the OTCQB Venture Market effective June 5, 2025WILMINGTON, Del., June 6, 2025 /PRNewswire/ -- Thunder Power Holdings, Inc. (OTCQB: AIEV) ("Thunder Power" or the "Company"), a technology innovator and developer of premium passenger Electric Vehicles ("EVs") whose acquisition strategy is focused on addressing strategic gaps in the EV sector with a diversified approach across the clean energy value chain, today provided listing and operational updates.Highlights AIEV received ...
Voltalia SA: Total number of shares and voting rights in the share capital as of April 30, 2025
Globenewswire· 2025-06-05 16:00
Total number of shares and voting rights in the share capital as of April 30 , 2025 (Articles L. 233-8 (II) of the French Commercial Code and 223-16 of the General Regulations of the French Financial Markets Authority) Date Total number of shares in the capital Number of theoretical voting rights Number of exercisable voting rights 04/30/2025 131 318 716 220 414 222 219 980 934 Next on the agenda: Q2 2025 Turnover, July 23, 2025 (after market close) About Voltalia (www.voltalia.com) Voltalia ...
Eversource Benefits From Strategic Investments & Renewable Focus
ZACKS· 2025-06-05 13:01
Key Takeaways ES plans $24.2B in capital investments from 2025 to 2029, focused on grid and infrastructure upgrades. Nearly $2B will go toward replacing aging assets, with $0.5B earmarked for clean energy through 2028. The AMI network in Western Massachusetts is 40% complete, with smart meters to roll out by July 2025.Eversource Energy’s (ES) strong capital investments to further expand its transmission and distribution infrastructure boost its service reliability. The company is also set to benefit from ...