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 Weiheng Intelligent Technology Co., Ltd. 為恒智能科技股份有限公司 (a joint stock company incorporated in the People's Republic ...

Key Takeaways EXE signs a multi-year deal with BKR to deploy Leucipa across wells in Marcellus, Utica, and Haynesville.BKR will deliver AI-powered Leucipa as a SaaS platform on AWS using real-time data and machine learning.BKR deployment targets higher production efficiency, reduced manual overheads, and smarter field decisions.Baker Hughes Company (BKR) , a leading energy equipment and service provider, has won a multi-year award from North America’s top natural gas producer, Expand Energy Corporation (EXE ...

Core Insights - GE Vernova Inc. (GEV) is set to report its fourth-quarter 2025 results on January 28, with earnings expected at $3.03 per share, reflecting a year-over-year growth of 75.14%, while revenues are estimated at $10.04 billion, indicating a decline of 4.91% from the previous year [1][2]. Financial Performance - The Zacks Consensus Estimate for GEV's earnings per share (EPS) for the current quarter is $3.03, with a high estimate of $3.59 and a low estimate of $1.86 [2]. - The company has a history of earnings surprises, having beaten estimates in two of the last four quarters, with an average surprise of 21.29% [3][4]. - GEV's Earnings ESP is currently at 0.00%, indicating no expected earnings beat for the upcoming report [5]. Operational Insights - GEV anticipates a strong fourth quarter characterized by higher adjusted EBITDA, improved margins, and positive free cash flow, despite a slight decline in revenues due to gas turbine delivery timing and ongoing weakness in onshore wind [6][9]. - The company has opened a new Repair Service Center in Argentina to enhance service efficiency and support recurring revenues [11]. - GEV launched PlanOS, an advanced utility planning software, which is expected to diversify revenue streams and improve financial performance [12]. Market Position - GEV's stock has returned 14.1% over the past three months, outperforming the industry, which has seen a decline of 2% [14]. - The company is currently trading at a premium compared to its industry on a forward 12-month P/E basis [16]. - GEV's trailing 12-month return on equity stands at 17.07%, significantly higher than the industry average of 6.39% [18]. Growth Outlook - GEV has raised its long-term financial expectations, forecasting revenues of approximately $52 billion by 2028, driven by a growing backlog of orders and strong demand for energy equipment and services [20]. - The company is well-positioned to benefit from the increasing demand for reliable electricity and grid infrastructure, particularly due to the rise of AI and data centers [19][22]. Challenges - GEV faces challenges from global supply-chain disruptions, which could impact operations and profitability, as the company relies on a complex network of suppliers for materials and components [21].

Industry Focus - Digital energy in Abu Dhabi is a key area of focus [1] Location - The report focuses on Abu Dhabi [1]

Core Insights - NU E Power Corp. announces the appointment of Mr. Eugene Hodgson to its Board of Directors, enhancing corporate governance as the company develops large-scale hybrid power sites and surpasses 1 gigawatt of global hybrid power capacity [2][6]. Company Developments - The company is advancing its Alberta development program with projects Lethbridge Two and Lethbridge Three, located near Lethbridge Airport, which are part of its strategy to expand its hybrid power capabilities [5][7]. - The expected output from these projects is approximately 327,000 MWh annually, with a carbon offset of around 135,000 tonnes per year [7]. Leadership and Expertise - Mr. Hodgson brings over 30 years of experience in energy infrastructure and structured finance, having held senior leadership roles and served on the boards of several publicly listed companies [3][4]. - His expertise includes green power, public-private partnerships, and complex infrastructure structuring, which will support NU E's growth in the renewable energy sector [3][4]. Market Positioning - NU E Power is positioned to address the increasing energy demands from both the digital economy (AI, cloud, telecom, Bitcoin) and traditional sectors (communities, industry, utilities) amid global economic pressures [8][9]. - The company employs a hybrid approach that combines renewable energy, grid power, gas generation, and storage to deliver scalable and reliable energy solutions [9].

Core Insights - The Haidian District of Beijing is promoting its development as a core area of the Beijing International Science and Technology Innovation Center, showcasing its strong industrial foundation and innovation resources [1] - Haidian's GDP is projected to reach 1.29 trillion yuan in 2024, maintaining its position as the top contributor to Beijing's economy for nine consecutive years [1] - The district has a robust innovation ecosystem, hosting 37 top universities and two national laboratories, with a total industrial space of approximately 46.9 million square meters [1] Group 1 - Six high-quality enterprises from the Yangtze River Delta signed cooperation memorandums with Haidian District during the China International Import Expo [1] - Haidian has implemented over 10 billion yuan in policies to support industries and finance, attracting major companies like Douyin and Xiaomi [1] - In 2024, 372 foreign enterprises chose to establish operations in Haidian, marking the seventh consecutive year of leading the city in actual foreign investment [1] Group 2 - The Dongsheng Town in Haidian has developed over 2.9 million square meters of technology parks, focusing on traditional industries like electronic information and emerging fields such as artificial intelligence and life sciences [2] - The Xibeiwang Town hosts 27 listed company headquarters and over 17,000 enterprises, covering key industries like artificial intelligence and integrated circuits [2] - The Zhongguancun Wenquan Science and Technology Park aims to provide comprehensive services for hard technology industries, supporting the entire lifecycle of enterprises [2]

Core Insights - MPLX LP and MARA Holdings, Inc. have signed a letter of intent (LOI) for MPLX to supply natural gas to MARA's planned integrated power generation facilities and data centers in West Texas [1][2] - The collaboration aims to enhance energy reliability and scalability in the region, with an initial power generation capacity of 400 MW and potential scalability up to 1.5 GW [2][4] Company Summaries MPLX LP - MPLX is a diversified, large-cap master limited partnership that operates midstream energy infrastructure and logistics assets, including a network of crude oil and refined product pipelines, storage caverns, and natural gas processing facilities [5] - The company aims to enhance its natural gas value chain and improve power reliability for its producer-customers through this collaboration [3] MARA Holdings, Inc. - MARA focuses on deploying digital energy technologies to optimize energy systems, transforming excess energy into digital capital and supporting critical infrastructure [6] - The partnership with MPLX allows MARA to leverage local natural gas resources, optimizing power usage and supporting the development of efficient data center campuses [4]

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Bitcoin & Digital Energy - Bitcoin is described as "Digital Energy" [1]

Core Idea - Bitcoin is characterized as digital energy [1]