Core Insights - 3 E Network Technology Group Limited is positioning its Mikkeli, Finland project as the Nordic Compute Gateway to enhance its AI infrastructure presence in the Nordic region, leveraging local resources for a global compute scheduling network [1] - The company plans to deploy AI-native nodes in the Nordic region to address evolving infrastructure constraints in high-performance computing (HPC) and meet increasing global demand for ultra-high-density computing [2] - The Mikkeli project is designed specifically for AI-oriented workloads, differentiating it from traditional cloud architectures, and aims to address heat dissipation and interconnect requirements for next-generation GPU clusters [4] Strategic Development - The Nordic region, particularly Finland, is highlighted for its favorable power infrastructure and natural cooling conditions, as evidenced by Google's significant investments in the area, which supports 3 E's strategic planning [3] - The Mikkeli project aims to improve the Total Cost of Ownership (TCO) for AI clusters by leveraging Finland's cost-competitive power infrastructure and natural cooling conditions, aligning with global carbon neutrality objectives [5] - The project will connect to a high-speed fiber optic backbone, enabling low-latency interconnection with major European Internet Exchange Points (IXPs) and supporting real-time distribution of AI tasks [6] Vision and Goals - 3 E's strategic layout in Finland is part of its global "Gateway Model," aiming to deploy compliant, low-carbon compute nodes in strategic locations and enhance participation in the global digital infrastructure supply chain [7] - The company seeks to establish a strategic connection point between global developers and Nordic resources, promoting efficient and sustainable cross-border collaboration in the AI era [7]

Group 1 - The Vicat Group's VAIA project has been awarded a GPID grant by the French government, marking a significant milestone in its development [1] - The VAIA project aims to capture and store 1.2 million tons of CO2 annually at the Montalieu-Vercieu cement plant, the largest in France [1] - The final investment decision for the VAIA project is scheduled for 2027, following ongoing studies [1] Group 2 - The GPID grant is part of the French government's Major Investment Plans aimed at accelerating ecological and industrial transition [2] - The program supports innovative projects that contribute to the decarbonization of industry and modernization of infrastructure [2] Group 3 - Vicat has been a key player in the mineral and biosourced building materials industry for 170 years and is listed on the Euronext Paris market [3] - The company aims for carbon neutrality in its value chain by 2050 and operates in three core business lines: Cement, Ready-Mixed Concrete, and Aggregates [3] - Vicat generated consolidated sales of €3,884 million in 2024 and employs nearly 10,000 people across 12 countries [3]

Kojamo plc Stock Exchange Release, 11 February 2026 at 8.00 a.m. EET Kojamo plc’s Financial Statements Release 1 January–31 December 2025 Total revenue and net rental income increased in 2025 despite property sales, and the occupancy rate improved throughout the entire year This is a summary of the 2025 Financial Statements Release, which is in its entirety attached to this release and can be downloaded from the company’s website at www.kojamo.fi/investors. Unless otherwise stated, the comparison figures in ...

Core Viewpoint - The Ministry of Ecology and Environment has issued a notification to enhance the national carbon market construction, indicating a clear expansion of the carbon trading market by 2026 [1][4]. Group 1: Carbon Market Management - Strengthening the management of key emission units in power generation, steel, cement, and aluminum smelting, with a focus on quota compliance by 2025 [2]. - Key emission units with direct emissions reaching 26,000 tons of CO2 equivalent must be included in the 2027 national carbon trading market list, to be published by provincial ecological environment departments by October 31, 2026 [2]. - Data quality management for key emission units will be organized by provincial departments, with a control plan due by December 31, 2026 [2]. Group 2: Reporting and Verification - Other key industries such as petrochemicals, chemicals, construction materials, non-ferrous metals, paper, and civil aviation are required to report their 2025 emissions data, with verification deadlines set for March 31 and December 31, 2026 [3]. - Industries not yet included, like steel and cement, must also report by March 31, 2026, with verification by July 31, 2026 [3]. Group 3: Market Expansion and Future Outlook - The carbon market currently covers approximately 8 billion tons of emissions, accounting for over 60% of national carbon emissions, with plans to expand coverage to major industrial sectors by 2027 [4]. - The Ministry of Ecology and Environment is preparing technical documents for quota distribution and verification for industries like chemicals, petrochemicals, and civil aviation, supporting the market's expansion [4]. - The tightening of long-term quotas is expected to drive carbon prices upward, alongside total control and a combination of free and paid allocations [4]. Group 4: Investment Recommendations - Recommendations include focusing on clean energy companies such as Longjing Environmental Protection and those involved in biofuels and green hydrogen [5]. - Companies engaged in energy-saving technologies and waste resource recovery are also highlighted for investment opportunities [5]. - Carbon monitoring firms like Xuedilong and JuGuang Technology are suggested for attention due to their relevance in the evolving carbon market [5].

证券研究报告 | 金融工程 2026 年 2 月 10 日 国内强化碳管理与绿色金融，海外气候政策持续调整 ——ESG 市场观察周报（20260209） 1、要闻速览：国内强化碳管理与绿色金融，海外气候政策持续调整 国内方面，国管局明确以碳排放考核为抓手推进公共机构绿色转型，完善碳排 放"双控"、核算标准及节能改造与数字化管理。央行部署 2026 年信贷工作，围绕科 技、绿色、普惠等"五篇大文章"加大对实体经济支持，并继续推进地方融资平台风险 化解。工信部等四部门发布第三批工业产品碳足迹标准，新增 73 项规则，覆盖光 伏、电池等重点产业链。 国际方面，加拿大取消车企零排放销售强制目标，转向更严格排放标准与补贴 激励；美国得州法院裁定针对"抵制化石能源"的金融机构黑名单法违宪；荷兰将加强 可持续宣传监管以遏制"漂绿"；欧盟推出首套碳移除认证标准，为相关技术建立统一 规则。 2、市场动向： ESG 指数分化运行，碳价小幅回落、资金流出趋缓 最近一周国内代表性 ESG 主题指数多数走弱，300ESG 与 SEEE 碳中和指数 分别下跌 1.12%和 1.25%，上证社会责任指数逆势微涨 0.14%。海外方面，标普 ...

Energizing the Future Investor Update: February 2026 1 Cautionary Statement Regarding Forward-Looking Information Much of the information contained in this presentation is forward-looking information based upon management's current expectations and projections that involve risks and uncertainties. Forward-looking information includes, among other things, information concerning earnings per share, rate case activity, earnings per share growth, cash flow, sources of revenue, dividend growth and dividend payou ...

行业研究 电力行业 2026 年电力行业展望：延续绿色转型与市场化改革双主 线发展 文/赵茜、吴雅菲、梁欢 摘要 2025 年，电力行业供给结构持续优化，新能源装机及发电量快速增长，煤电加速向调峰支 撑转型，供需总体平衡；上网电价整体承压，政策推动电力市场改革与全国统一市场体系建设 取得关键进展，行业信用状况整体优良，发债主体以高等级央企国企为主，融资优势显著。2026 年，电力行业预计将延续绿色转型与市场化改革双主线发展，供给端新能源装机占比继续提升， 煤电加快向调峰支撑角色转变，系统调节能力成为关键，供需继续维持整体平衡，成本端呈回 升态势，电价在市场化深化背景下继续承压，预计电力企业盈利空间或将收窄，政策将继续推 动全国统一电力市场建设，鼓励绿电、储能等主体参与市场。 1 行业研究 |电力行业 行业研究 |电力行业 一、行业供给能力分析 电力装机延续绿色增长趋势，煤电调峰作用的转变效果凸显，电源结构转型加速，但系统 调节与消纳能力亟待提升；预计 2026 年，电源结构绿色转型将加速，调节能力成为破局关键。 2025 年，电力装机延续增长趋势，截至 2025 年末，全国全口径发电装机容量 38.9 亿千 ...

Core Viewpoint - The lithium battery industry is expected to experience a significant growth wave in 2026, characterized by strong demand recovery, accelerated global expansion, and disruptive technological iterations, leading to a spiral growth pattern of "increased volume and price + technological leap" [3]. Group 1: Market Predictions - By 2025, global lithium battery production is projected to reach 2297 GWh, with a growth rate of 34.6% in 2026. The shipment growth rate for energy storage cells is anticipated to reach 70%, driven by both domestic and international demand [5]. - There is a notable supply gap in the effective production capacity of battery cells and various materials, making supply chain stability and efficiency crucial for capitalizing on this growth opportunity [5]. Group 2: Conference Details - The 2026 Lithium Key Materials and Application Market Summit will be held on March 19-20, 2026, in Changzhou, Jiangsu, organized by Xinluo Information [4]. - The summit will focus on two main topics: in-depth discussions on cutting-edge technologies and market supply-demand dynamics, and B2B procurement matchmaking to connect top battery manufacturers and material suppliers [6]. Group 3: Key Topics and Participants - The conference will feature specialized sessions on lithium carbonate futures, market volatility responses from lithium battery companies, and the potential of global lithium resources in 2026 [7][8]. - Notable participants include leading battery companies like CATL and BYD, as well as material suppliers covering the entire supply chain, including positive and negative materials, electrolytes, and separators [6].

The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Application Proof, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Application Proof. Application Proof of TAILG Technology Co., Ltd. 台鈴科技股份有限公司 (the "Company") IMPORTANT: If you are in any doubt about any of the contents ...

Core Viewpoint - The lithium battery industry is poised for a significant growth cycle in 2026, characterized by strong demand recovery, accelerated global expansion, and disruptive technological advancements, leading to a "spiral rise" in both volume and price [3]. Group 1: Market Predictions - By 2025, global lithium battery production is expected to reach 2250 GWh, with a growth rate of 30% in 2026. The energy storage sector is projected to grow even faster at 48.3%, driven by both domestic and international demand [5]. - There is a notable supply gap in battery cells and various materials, highlighting the need for stable and efficient supply chains to capitalize on this growth opportunity [5]. Group 2: Conference Details - The 2026 Lithium Key Materials and Applications Market Summit will be held on March 19-20, 2026, in Changzhou, Jiangsu, organized by Xinluo Information [4]. - The summit will focus on three core topics: in-depth discussions on cutting-edge technologies and market supply-demand dynamics, B2B procurement matching, and strategic insights for high-quality development in the lithium battery industry [6]. Group 3: Key Topics and Invited Speakers - The conference will feature discussions on lithium carbonate futures and options, market volatility responses from lithium battery companies, and the potential of global lithium resources in 2026 [7][8]. - Other topics include the development opportunities presented by solid-state batteries, the current state and trends of high-energy-density lithium iron phosphate batteries, and the market dynamics of electrolytes and separators [8][9].